| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| No holdings reported for quarter Q1 2022 | ||||||||
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| COCA COLA CO | 4 | Q3 2023 | 10.9% |
| PFIZER INC | 4 | Q3 2023 | 9.9% |
| EXXON MOBIL CORP | 4 | Q3 2023 | 6.8% |
| CHEVRON CORP NEW | 4 | Q3 2023 | 4.8% |
| INVESCO ACTIVELY MANAGED ETF | 4 | Q3 2023 | 4.5% |
| MICROSOFT CORP | 4 | Q3 2023 | 3.5% |
| SPDR S&P 500 ETF TR | 4 | Q3 2023 | 3.0% |
| APPLE INC | 4 | Q3 2023 | 2.8% |
| WP CAREY INC | 4 | Q3 2023 | 2.1% |
| SYSCO CORP | 4 | Q3 2023 | 1.8% |
View LGT Financial Advisors LLC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-02-12 |
| 13F-HR | 2023-11-01 |
| 13F-HR | 2023-08-14 |
| 13F-HR | 2023-05-15 |
| 13F-HR | 2023-02-14 |
View LGT Financial Advisors LLC'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.