Holdings
LGT Financial Advisors LLC
As of Jun 30, 2026, LGT Financial Advisors LLC reported 123 positions worth US$7.87M. Largest: Apple Inc, Microsoft Corp. and Chevron Corporation. What it bought and sold, with each filing.
| Company | Shares | Value as reported | Change | As of |
|---|---|---|---|---|
| Apple Inc | 4,661 | US$1.35M | −100 | Jun 30, 2026 |
| Microsoft Corp. | 3,024 | US$1.13M | −269 | Jun 30, 2026 |
| Chevron Corporation | 5,132 | US$851K | +9 | Jun 30, 2026 |
| Abbvie Inc. | 2,022 | US$509K | +508 | Jun 30, 2026 |
| Alphabet Inc (google) Class C | 1,284 | US$459K | −2 | Jun 30, 2026 |
| Amazon.com, Inc. | 1,508 | US$359K | +5 | Jun 30, 2026 |
| Mcdonald's Corporation | 622 | US$168K | −45 | Jun 30, 2026 |
| Principal Financial Group Inc | 1,547 | US$167K | no change | Jun 30, 2026 |
| United Parcel Service, Inc. | 1,500 | US$161K | no change | Jun 30, 2026 |
| Nvidia Corporation | 758 | US$152K | no change | Jun 30, 2026 |