Portfolio (Quarterly)
Guide ↗
LGT Financial Advisors LLC
· CIK 0001965191| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Status |
|---|---|---|---|---|---|---|---|
| 21 | BAC | BANK AMERICA CORP | Financial Services | 177 | $9K | 0.04% | SOLD |
| 22 | HYGW | ISHARES TR | — | 290 | $9K | 0.04% | SOLD |
| 23 | WFC | WELLS FARGO & CO | Financial Services | 107 | $9K | 0.04% | SOLD |
| 24 | SO | SOUTHERN CO | Utilities | 87 | $8K | 0.04% | SOLD |
| 25 | DDOG | DATADOG INC | Technology | 68 | $8K | 0.04% | SOLD |
| 26 | IBM | INTERNATIONAL BUSINESS MACHS | Technology | 33 | $8K | 0.04% | SOLD |
| 27 | SYK | STRYKER CORPORATION | Healthcare | 22 | $7K | 0.04% | SOLD |
| 28 | V | VISA INC | Financial Services | 21 | $6K | 0.03% | SOLD |
| 29 | FBND | FIDELITY MERRIMACK STR TR | — | 136 | $6K | 0.03% | SOLD |
| 30 | HD | HOME DEPOT INC | Consumer Cyclical | 18 | $6K | 0.03% | SOLD |
| 31 | SHW | SHERWIN WILLIAMS CO | Basic Materials | 18 | $6K | 0.03% | SOLD |
| 32 | REXR | REXFORD INDL RLTY INC | Real Estate | 176 | $6K | 0.03% | SOLD |
| 33 | OTIS | OTIS WORLDWIDE CORP | Industrials | 71 | $5K | 0.03% | SOLD |
| 34 | PAYC | PAYCOM SOFTWARE INC | Technology | 36 | $4K | 0.02% | SOLD |
| 35 | XCCC | BONDBLOXX ETF TRUST | — | 117 | $4K | 0.02% | SOLD |
| 36 | FLR | FLUOR CORP | Industrials | 86 | $4K | 0.02% | SOLD |
| 37 | BR | BROADRIDGE FINL SOLUTIONS IN | Technology | 22 | $4K | 0.02% | SOLD |
| 38 | HWM | HOWMET AEROSPACE INC | Industrials | 15 | $3K | 0.02% | SOLD |
| 39 | GILD | GILEAD SCIENCES INC | Healthcare | 21 | $3K | 0.01% | SOLD |
| 40 | BSX | BOSTON SCIENTIFIC CORP | Healthcare | 45 | $3K | 0.01% | SOLD |
Sector Allocation
Financial Services
41.2%
Technology
24.0%
Energy
7.6%
Healthcare
6.7%
Consumer Cyclical
6.6%
Communication Services
4.7%
Industrials
2.5%
Consumer Defensive
2.0%
Utilities
1.7%
Real Estate
1.5%