Long-term investor
Lgt Financial Advisors LLC @lgtfinancialadvisorsllc
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0001965191).
Record
- Tracked since 2025-12-31 (257 days), 57 trades recorded
- Returns: week n/a · month n/a · 90 days +5.5% · 6 months n/a · 1 year n/a · all +5.9%
- Max drawdown n/a · win rate 15% · data quality Good
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- SPY · 19.9% · long · since 2026-03-31
- JEPI · 10.7% · long · since 2025-12-31
- AAPL · 7.1% · long · since 2025-12-31
- MSFT · 6.0% · long · since 2025-12-31
- CVX · 4.5% · long · since 2025-12-31
- ABBV · 2.7% · long · since 2025-12-31
- FBCG · 2.3% · long · since 2025-12-31
- GOOGL · 2.0% · long · since 2025-12-31
- MBB · 2.0% · long · since 2025-12-31
- AMZN · 1.9% · long · since 2025-12-31
- 46090E103 · 1.1% · long · since 2025-12-31
- CMPS · 1.1% · long · since 2025-12-31