$111 Million is the total value of LFA - Lugano Financial Advisors SA's 123 reported holdings in Q1 2020. The portfolio turnover from Q4 2019 to Q1 2020 was 100.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| VZ | Exit | VERIZON COMMUNICATIONS INC | $0 | – | -101 | -100.0% | -0.00% | – |
| V | Exit | VISA INC | $0 | – | -26 | -100.0% | -0.00% | – |
| DG | Exit | DOLLAR GEN CORP NEW | $0 | – | -46 | -100.0% | -0.01% | – |
| VOD | Exit | VODAFONE GROUP PLC NEWsponsored adr | $0 | – | -720 | -100.0% | -0.01% | – |
| LIT | Exit | GLOBAL X FDSlithium btry etf | $0 | – | -600 | -100.0% | -0.01% | – |
| BOTZ | Exit | GLOBAL X FDSrbtcs artfl inte | $0 | – | -1,000 | -100.0% | -0.02% | – |
| COST | Exit | COSTCO WHSL CORP NEW | $0 | – | -80 | -100.0% | -0.02% | – |
| JPM | Exit | JPMORGAN CHASE & CO | $0 | – | -190 | -100.0% | -0.02% | – |
| SHV | Exit | ISHARES TRshort treas bd | $0 | – | -456 | -100.0% | -0.04% | – |
| ACWI | Exit | ISHARES TRmsci acwi etf | $0 | – | -700 | -100.0% | -0.04% | – |
| IYJ | Exit | ISHARES TRus industrials | $0 | – | -370 | -100.0% | -0.04% | – |
| VHT | Exit | VANGUARD WORLD FDShealth car etf | $0 | – | -425 | -100.0% | -0.06% | – |
| IVV | Exit | ISHARES TRcore s&p500 etf | $0 | – | -620 | -100.0% | -0.15% | – |
| IEF | Exit | ISHARES TRbarclays 7 10 yr | $0 | – | -2,839 | -100.0% | -0.23% | – |
| FLOT | Exit | ISHARES TRfltg rate nt etf | $0 | – | -6,500 | -100.0% | -0.24% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2020-04-08
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.