$127 Million is the total value of LFA - Lugano Financial Advisors SA's 170 reported holdings in Q4 2018. The portfolio turnover from Q3 2018 to Q4 2018 was - .
Value | Shares | ↓ Weighting | ||||||
---|---|---|---|---|---|---|---|---|
No holdings reported for quarter Q4 2018 |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2019-02-07
Top long-term holdings
Name | Quarters owned | Latest quarter owned | Max weighting |
---|---|---|---|
SPDR S&P500 ETF Trust | 21 | Q3 2023 | 19.1% |
ISHARES TR | 21 | Q3 2023 | 7.4% |
Iq Hedge Multi-Strat Tracker | 21 | Q3 2023 | 5.7% |
SPDR INDEX SHS FDS | 21 | Q3 2023 | 8.0% |
Vanguard S/T Corp Bond Etf | 21 | Q3 2023 | 13.8% |
ISHARES TR | 21 | Q3 2023 | 8.1% |
ISHARES TR | 21 | Q3 2023 | 3.8% |
ISHARES TR | 21 | Q3 2023 | 3.6% |
iShares US Preferred Stock ETF | 21 | Q3 2023 | 3.1% |
SPDR SER TR | 21 | Q3 2023 | 2.4% |
View LFA - Lugano Financial Advisors SA's complete holdings history.
Latest filings
Type | Filed |
---|---|
13F-HR | 2024-05-03 |
13F-HR | 2024-01-22 |
13F-HR | 2023-10-23 |
13F-HR | 2023-08-07 |
13F-HR | 2023-05-09 |
13F-HR | 2023-02-08 |
13F-HR | 2022-11-08 |
13F-HR | 2022-07-29 |
13F-HR | 2022-05-09 |
13F-HR | 2022-01-20 |
View LFA - Lugano Financial Advisors SA's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.