$135 Million is the total value of LFA - Lugano Financial Advisors SA's 117 reported holdings in Q4 2022. The portfolio turnover from Q3 2022 to Q4 2022 was - .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| TBX | New | PROSHARES TRsht 7-10 yr tr | $144,052 | – | 5,028 | +100.0% | 0.11% | – |
| FDD | New | FIRST TR STOXX EUROPEAN SELE | $94,652 | – | 8,332 | +100.0% | 0.07% | – |
| AAPL | New | APPLE INC | $92,900 | – | 715 | +100.0% | 0.07% | – |
| NVDA | New | NVIDIA CORPORATION | $87,684 | – | 600 | +100.0% | 0.06% | – |
| ABBV | New | ABBVIE INC | $78,866 | – | 488 | +100.0% | 0.06% | – |
| SBUX | New | STARBUCKS CORP | $68,448 | – | 690 | +100.0% | 0.05% | – |
| COST | New | COSTCO WHSL CORP NEW | $64,367 | – | 141 | +100.0% | 0.05% | – |
| HD | New | HOME DEPOT INC | $57,171 | – | 181 | +100.0% | 0.04% | – |
| PG | New | PROCTER AND GAMBLE CO | $49,560 | – | 327 | +100.0% | 0.04% | – |
| HON | New | HONEYWELL INTL INC | $48,646 | – | 227 | +100.0% | 0.04% | – |
| BKLN | New | INVESCO EXCH TRADED FD TR IIsr ln etf | $46,398 | – | 2,260 | +100.0% | 0.03% | – |
| ACP | New | ABRDN INCOME CREDIT STRATEGI | $43,616 | – | 6,433 | +100.0% | 0.03% | – |
| PAVE | New | GLOBAL X FDSus infr dev etf | $30,146 | – | 1,138 | +100.0% | 0.02% | – |
| SLV | New | ISHARES SILVER TRishares | $28,868 | – | 1,311 | +100.0% | 0.02% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2023-02-08
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.