The Analysis of LFA - Lugano Financial Advisors SA's Holdings
Currently, LFA - Lugano Financial Advisors SA holds 229 types of securities in its portfolio with a total value $189.7M. In the most recent quarter, they have increased their positions in FNDE (+213.9K shares, valued at $7.7M), SGOV (+40.2K shares, valued at $4.0M), QQQ (+4.6K shares, valued at $2.8M); decreased their positions in PDBC (-61.5K shares, valued at $826.4K), TLH (-7.2K shares, valued at $734.1K), BIV (-4.7K shares, valued at $363.5K); initiated new positions in FNDE (+213.9K shares, valued at $7.7M), SGOV (+40.2K shares, valued at $4.0M), QQQ (+4.6K shares, valued at $2.8M). Stock Holdings
TickerCompany NameSharesShares âŗ%Event DateReport DateHistory
SPY SPDR S&P 500 ETF TR40.4K shares1.44%2025-09-302025-11-05
ESGD ISHARES TR229.6K shares0.00%2025-09-302025-11-05 SUSB ISHARES TR457.1K shares0.00%2025-09-302025-11-05 GLD SPDR GOLD TR30.6K shares6.39%2025-09-302025-11-05 FNDE SCHWAB STRATEGIC TR213.9K sharesnew addition2025-09-302025-11-05 VWOB VANGUARD WHITEHALL FDS77.2K shares13.46%2025-09-302025-11-05 IGIB ISHARES TR89.0K shares0.90%2025-09-302025-11-05 SDVY FIRST TR EXCHANGE-TRADED FD119.6K shares-5.74%2025-09-302025-11-05 FTLS FIRST TR EXCH TRADED FD III61.7K shares-4.00%2025-09-302025-11-05 SGOV ISHARES TR40.2K sharesnew addition2025-09-302025-11-05 IBND SPDR SERIES TRUST124.8K shares0.29%2025-09-302025-11-05 VCSH VANGUARD SCOTTSDALE FDS50.2K shares4.51%2025-09-302025-11-05 IBDU ISHARES TR157.0K shares0.47%2025-09-302025-11-05 QAI NEW YORK LIFE INVESTMENTS ET107.2K shares3.91%2025-09-302025-11-05 TLH ISHARES TR33.5K shares-17.58%2025-09-302025-11-05 VGIT VANGUARD SCOTTSDALE FDS56.5K shares4.67%2025-09-302025-11-05 FEZ SPDR INDEX SHS FDS54.1K shares0.97%2025-09-302025-11-05 MSFT MICROSOFT CORP6.4K shares-1.39%2025-09-302025-11-05 SJNK SPDR SERIES TRUST119.6K shares4.97%2025-09-302025-11-05 CIBR FIRST TR EXCHANGE TRADED FD38.6K shares6.70%2025-09-302025-11-05 IEF ISHARES TR28.9K shares0.00%2025-09-302025-11-05 QQQ INVESCO QQQ TR4.6K sharesnew addition2025-09-302025-11-05 AMZN AMAZON COM INC11.8K shares-1.55%2025-09-302025-11-05 IBDT ISHARES TR93.3K shares2.08%2025-09-302025-11-05 GDX VANECK ETF TRUST29.3K shares11.34%2025-09-302025-11-05 SHY ISHARES TR24.4K shares4.38%2025-09-302025-11-05 QLTA ISHARES TR39.2K shares-1.07%2025-09-302025-11-05 EFA ISHARES TR19.2K shares0.00%2025-09-302025-11-05 IBDV ISHARES TR75.2K shares22.17%2025-09-302025-11-05 CWB SPDR SERIES TRUST14.0K shares0.00%2025-09-302025-11-05 AAPL APPLE INC4.8K shares0.00%2025-09-302025-11-05 EWL ISHARES INC21.3K shares-20.93%2025-09-302025-11-05 PSP INVESCO EXCHANGE TRADED FD T16.4K shares-6.56%2025-09-302025-11-05 EMB ISHARES TR11.8K shares0.29%2025-09-302025-11-05 VGT VANGUARD WORLD FD1.4K shares0.00%2025-09-302025-11-05 RNRG GLOBAL X FDS31.5K sharesnew addition2025-09-302025-11-05 GOOG ALPHABET INC3.4K shares0.00%2025-09-302025-11-05 SCHF SCHWAB STRATEGIC TR31.1K shares0.00%2025-09-302025-11-05 EWU ISHARES TR15.9K shares15.25%2025-09-302025-11-05 VHT VANGUARD WORLD FD2.5K shares0.00%2025-09-302025-11-05 NVDA NVIDIA CORPORATION3.3K shares-0.75%2025-09-302025-11-05 PDBC INVESCO ACTVELY MNGD ETC FD45.6K shares-57.45%2025-09-302025-11-05 CAT CATERPILLAR INC1.3K shares0.00%2025-09-302025-11-05 GOOGL ALPHABET INC2.3K shares0.00%2025-09-302025-11-05 VCLT VANGUARD SCOTTSDALE FDS7.3K shares0.43%2025-09-302025-11-05 XLI SELECT SECTOR SPDR TR3.5K shares0.00%2025-09-302025-11-05 PIO INVESCO EXCH TRADED FD TR II11.5K shares0.00%2025-09-302025-11-05 JPM JPMORGAN CHASE & CO.1.6K shares0.57%2025-09-302025-11-05 FPEI FIRST TR EXCH TRADED FD III24.0K shares0.00%2025-09-302025-11-05 XLF SELECT SECTOR SPDR TR7.3K shares0.00%2025-09-302025-11-05 V VISA INC1.1K shares0.00%2025-09-302025-11-05 KKR KKR & CO INC2.9K shares0.00%2025-09-302025-11-05 ABT ABBOTT LABS2.7K shares0.00%2025-09-302025-11-05 XLE SELECT SECTOR SPDR TR4.0K shares0.00%2025-09-302025-11-05 RSP INVESCO EXCHANGE TRADED FD T1.9K shares0.00%2025-09-302025-11-05 META META PLATFORMS INC468 shares-1.06%2025-09-302025-11-05 BX BLACKSTONE INC2.0K shares0.00%2025-09-302025-11-05 HEWJ ISHARES TR6.9K shares0.00%2025-09-302025-11-05 EA ELECTRONIC ARTS INC1.6K shares0.91%2025-09-302025-11-05 XLP SELECT SECTOR SPDR TR4.0K shares0.00%2025-09-302025-11-05 XLY SELECT SECTOR SPDR TR1.3K shares0.00%2025-09-302025-11-05 VWO VANGUARD INTL EQUITY INDEX F5.6K shares0.00%2025-09-302025-11-05 ITA ISHARES TR1.4K shares0.00%2025-09-302025-11-05 IVE ISHARES TR1.4K shares0.00%2025-09-302025-11-05 ABBV ABBVIE INC1.2K shares0.00%2025-09-302025-11-05 BKNG BOOKING HOLDINGS INC50 shares6.38%2025-09-302025-11-05 RMD RESMED INC981 shares14.87%2025-09-302025-11-05 IAU ISHARES GOLD TR3.7K shares77.89%2025-09-302025-11-05 EMXC ISHARES INC3.5K shares0.00%2025-09-302025-11-05 BAC BANK AMERICA CORP4.6K shares3.28%2025-09-302025-11-05 VO VANGUARD INDEX FDS800 shares0.00%2025-09-302025-11-05 BWZ SPDR SERIES TRUST8.4K shares5.10%2025-09-302025-11-05 DIA SPDR DOW JONES INDL AVERAGE500 shares0.00%2025-09-302025-11-05 KO COCA COLA CO3.5K shares-3.59%2025-09-302025-11-05 XLK SELECT SECTOR SPDR TR813 shares0.00%2025-09-302025-11-05 TSLA TESLA INC506 shares6.30%2025-09-302025-11-05 VYM VANGUARD WHITEHALL FDS1.6K shares0.00%2025-09-302025-11-05 MA MASTERCARD INCORPORATED364 shares0.00%2025-09-302025-11-05 BND VANGUARD BD INDEX FDS2.6K shares0.00%2025-09-302025-11-05 IWM ISHARES TR795 shares-13.40%2025-09-302025-11-05 VEU VANGUARD INTL EQUITY INDEX F2.7K shares64.82%2025-09-302025-11-05 SUSA ISHARES TR1.3K shares0.00%2025-09-302025-11-05 GHYG ISHARES INC3.8K shares0.00%2025-09-302025-11-05 AVGO BROADCOM INC536 shares-3.60%2025-09-302025-11-05 IBB ISHARES TR1.2K shares0.00%2025-09-302025-11-05 IVV ISHARES TR257 shares0.00%2025-09-302025-11-05 GBTC GRAYSCALE BITCOIN TRUST ETF1.8K shares0.00%2025-09-302025-11-05 BNDX VANGUARD CHARLOTTE FDS3.3K shares7.53%2025-09-302025-11-05 BSV VANGUARD BD INDEX FDS2.1K shares-8.46%2025-09-302025-11-05 AEP AMERICAN ELEC PWR CO INC1.4K shares6.81%2025-09-302025-11-05 EBND SPDR SERIES TRUST7.2K shares0.00%2025-09-302025-11-05 VNQ VANGUARD INDEX FDS1.7K shares0.00%2025-09-302025-11-05 MCD MCDONALDS CORP500 shares0.00%2025-09-302025-11-05 HON HONEYWELL INTL INC716 shares-23.18%2025-09-302025-11-05 SDG ISHARES TR1.8K shares0.00%2025-09-302025-11-05 FTSL FIRST TR EXCHANGE-TRADED FD3.3K shares0.00%2025-09-302025-11-05 YUM YUM BRANDS INC970 shares0.00%2025-09-302025-11-05 ZTS ZOETIS INC1.0K shares-2.63%2025-09-302025-11-05 AZN ASTRAZENECA PLC1.9K shares0.00%2025-09-302025-11-05 SCHP SCHWAB STRATEGIC TR5.4K shares0.00%2025-09-302025-11-05 MDLZ MONDELEZ INTL INC2.3K shares0.00%2025-09-302025-11-05 IEFA ISHARES TR1.6K shares0.00%2025-09-302025-11-05 C CITIGROUP INC1.4K shares0.00%2025-09-302025-11-05 MO ALTRIA GROUP INC2.1K shares0.00%2025-09-302025-11-05 QCOM QUALCOMM INC810 shares0.00%2025-09-302025-11-05 MMM 3M CO800 shares0.00%2025-09-302025-11-05 ADSK AUTODESK INC383 shares0.00%2025-09-302025-11-05 VZ VERIZON COMMUNICATIONS INC2.7K shares6.80%2025-09-302025-11-05 USIG ISHARES TR2.1K shares0.00%2025-09-302025-11-05 PGX INVESCO EXCH TRADED FD TR II9.5K shares0.00%2025-09-302025-11-05 URTH ISHARES INC599 shares454.63%2025-09-302025-11-05 COIN COINBASE GLOBAL INC308 shares0.00%2025-09-302025-11-05 IEI ISHARES TR835 shares0.00%2025-09-302025-11-05 XOM EXXON MOBIL CORP871 shares13.86%2025-09-302025-11-05 PEP PEPSICO INC697 shares3.72%2025-09-302025-11-05 VTWO VANGUARD SCOTTSDALE FDS1.0K shares0.00%2025-09-302025-11-05 LLY ELI LILLY & CO126 shares-21.74%2025-09-302025-11-05 XLC SELECT SECTOR SPDR TR801 shares0.00%2025-09-302025-11-05 EWG ISHARES INC2.2K shares0.00%2025-09-302025-11-05 AJG GALLAGHER ARTHUR J & CO291 shares0.00%2025-09-302025-11-05 BLV VANGUARD BD INDEX FDS1.2K shares0.00%2025-09-302025-11-05 CRM SALESFORCE INC326 shares-1.21%2025-09-302025-11-05 CVS CVS HEALTH CORP1.0K shares-12.28%2025-09-302025-11-05 PM PHILIP MORRIS INTL INC460 shares0.00%2025-09-302025-11-05 ITOT ISHARES TR497 shares0.00%2025-09-302025-11-05 MRK MERCK & CO INC788 shares-8.90%2025-09-302025-11-05 WMT WALMART INC636 shares0.00%2025-09-302025-11-05 SLV ISHARES SILVER TR1.5K sharesnew addition2025-09-302025-11-05 BABA ALIBABA GROUP HLDG LTD348 shares31.32%2025-09-302025-11-05 CI THE CIGNA GROUP210 shares-12.50%2025-09-302025-11-05 PG PROCTER AND GAMBLE CO378 shares0.00%2025-09-302025-11-05 GS GOLDMAN SACHS GROUP INC72 shares0.00%2025-09-302025-11-05 BIV VANGUARD BD INDEX FDS735 shares-86.40%2025-09-302025-11-05 DBMF LITMAN GREGORY FDS TR2.0K shares-82.62%2025-09-302025-11-05 BRK.B BERKSHIRE HATHAWAY INC DEL109 shares0.00%2025-09-302025-11-05 EZU ISHARES INC880 sharesnew addition2025-09-302025-11-05 APP APPLOVIN CORP75 shares0.00%2025-09-302025-11-05 WFC WELLS FARGO CO NEW635 shares0.00%2025-09-302025-11-05 CARR CARRIER GLOBAL CORPORATION890 shares0.00%2025-09-302025-11-05 VRP INVESCO EXCH TRADED FD TR II2.1K shares0.00%2025-09-302025-11-05 IBIT ISHARES BITCOIN TRUST ETF805 shares71.28%2025-09-302025-11-05 HEDJ WISDOMTREE TR1.0K shares0.00%2025-09-302025-11-05 BBH VANECK ETF TRUST310 shares0.00%2025-09-302025-11-05 NFLX NETFLIX INC42 shares-10.64%2025-09-302025-11-05 ISRG INTUITIVE SURGICAL INC110 shares-3.51%2025-09-302025-11-05 T AT&T INC1.7K shares0.00%2025-09-302025-11-05 MAR MARRIOTT INTL INC NEW182 shares0.00%2025-09-302025-11-05 BKR BAKER HUGHES COMPANY953 shares0.00%2025-09-302025-11-05 CVX CHEVRON CORP NEW295 shares-4.84%2025-09-302025-11-05 SHYG ISHARES TR1.0K shares0.00%2025-09-302025-11-05 INTC INTEL CORP1.3K shares0.00%2025-09-302025-11-05 IEMG ISHARES INC660 shares0.00%2025-09-302025-11-05 EWJ ISHARES INC524 shares0.00%2025-09-302025-11-05 TTE TOTALENERGIES SE700 shares0.00%2025-09-302025-11-05 DE DEERE & CO90 shares0.00%2025-09-302025-11-05 DXJ WISDOMTREE TR320 shares0.00%2025-09-302025-11-05 EEM ISHARES TR750 sharesnew addition2025-09-302025-11-05 IBKR INTERACTIVE BROKERS GROUP IN576 shares0.00%2025-09-302025-11-05 LEN LENNAR CORP309 shares0.00%2025-09-302025-11-05 BOTZ GLOBAL X FDS1.1K shares75.00%2025-09-302025-11-05 AMD ADVANCED MICRO DEVICES INC235 shares74.07%2025-09-302025-11-05 PLTR PALANTIR TECHNOLOGIES INC200 shares0.00%2025-09-302025-11-05 SKYY FIRST TR EXCHANGE TRADED FD270 shares0.00%2025-09-302025-11-05 FTNT FORTINET INC426 shares0.00%2025-09-302025-11-05 HBAN HUNTINGTON BANCSHARES INC2.1K shares0.00%2025-09-302025-11-05 HD HOME DEPOT INC87 shares0.00%2025-09-302025-11-05 URA GLOBAL X FDS715 shares64.37%2025-09-302025-11-05 CSCO CISCO SYS INC500 shares0.00%2025-09-302025-11-05 RTX RTX CORPORATION201 shares0.00%2025-09-302025-11-05 KLAC KLA CORP31 shares0.00%2025-09-302025-11-05 ADI ANALOG DEVICES INC135 shares92.86%2025-09-302025-11-05 NOW SERVICENOW INC36 shares0.00%2025-09-302025-11-05 ACWX ISHARES TR499 shares0.00%2025-09-302025-11-05 APH AMPHENOL CORP NEW260 shares18.18%2025-09-302025-11-05 ORCL ORACLE CORP109 shares0.00%2025-09-302025-11-05 IXUS ISHARES TR369 shares0.00%2025-09-302025-11-05 ADBE ADOBE INC85 shares19.72%2025-09-302025-11-05 COST COSTCO WHSL CORP NEW31 shares0.00%2025-09-302025-11-05 GLW CORNING INC345 shares0.00%2025-09-302025-11-05 NKE NIKE INC400 shares0.00%2025-09-302025-11-05 PFE PFIZER INC1.0K shares0.00%2025-09-302025-11-05 KMI KINDER MORGAN INC DEL895 shares0.00%2025-09-302025-11-05 QS QUANTUMSCAPE CORP2.0K shares0.00%2025-09-302025-11-05 UBER UBER TECHNOLOGIES INC251 shares71.92%2025-09-302025-11-05 SO SOUTHERN CO246 shares0.00%2025-09-302025-11-05 SCHW SCHWAB CHARLES CORP235 shares0.00%2025-09-302025-11-05 DHR DANAHER CORPORATION110 shares0.00%2025-09-302025-11-05 PFF ISHARES TR641 shares0.00%2025-09-302025-11-05 GEV GE VERNOVA INC32 shares0.00%2025-09-302025-11-05 HYG ISHARES TR239 shares0.00%2025-09-302025-11-05 BTC GRAYSCALE BITCOIN MINI TR ET365 shares0.00%2025-09-302025-11-05 ASHR DBX ETF TR550 shares0.00%2025-09-302025-11-05 DIS DISNEY WALT CO157 shares0.00%2025-09-302025-11-05 ETHA ISHARES ETHEREUM TR550 sharesnew addition2025-09-302025-11-05 LULU LULULEMON ATHLETICA INC97 shares24.36%2025-09-302025-11-05 WM WASTE MGMT INC DEL72 shares0.00%2025-09-302025-11-05 TSM TAIWAN SEMICONDUCTOR MFG LTD55 shares0.00%2025-09-302025-11-05 EBAY EBAY INC.165 shares0.00%2025-09-302025-11-05 SBUX STARBUCKS CORP170 shares-24.78%2025-09-302025-11-05 TMUS T-MOBILE US INC59 shares0.00%2025-09-302025-11-05 PGR PROGRESSIVE CORP54 shares0.00%2025-09-302025-11-05 BIDU BAIDU INC100 sharesnew addition2025-09-302025-11-05 VLTO VERALTO CORP120 shares0.00%2025-09-302025-11-05 VEEV VEEVA SYS INC40 shares0.00%2025-09-302025-11-05 CSX CSX CORP333 shares0.00%2025-09-302025-11-05 EOG EOG RES INC106 shares0.00%2025-09-302025-11-05 CMG CHIPOTLE MEXICAN GRILL INC300 shares-7.12%2025-09-302025-11-05 HUM HUMANA INC45 shares0.00%2025-09-302025-11-05 DAX GLOBAL X FDS260 sharesnew addition2025-09-302025-11-05 MCK MCKESSON CORP15 shares0.00%2025-09-302025-11-05 UNH UNITEDHEALTH GROUP INC33 shares-58.75%2025-09-302025-11-05 WEC WEC ENERGY GROUP INC85 shares0.00%2025-09-302025-11-05 VRTX VERTEX PHARMACEUTICALS INC23 shares0.00%2025-09-302025-11-05 VEA VANGUARD TAX-MANAGED FDS146 sharesnew addition2025-09-302025-11-05 EUHY ISHARES INC155 sharesnew addition2025-09-302025-11-05 URI UNITED RENTALS INC9 shares0.00%2025-09-302025-11-05 AZO AUTOZONE INC2 shares0.00%2025-09-302025-11-05 FLIN FRANKLIN TEMPLETON ETF TR225 sharesnew addition2025-09-302025-11-05 SPGI S&P GLOBAL INC17 shares0.00%2025-09-302025-11-05 CTVA CORTEVA INC117 shares0.00%2025-09-302025-11-05 LH LABCORP HOLDINGS INC27 shares0.00%2025-09-302025-11-05 DLR DIGITAL RLTY TR INC42 shares0.00%2025-09-302025-11-05 DLTR DOLLAR TREE INC74 shares0.00%2025-09-302025-11-05 OTIS OTIS WORLDWIDE CORP75 shares0.00%2025-09-302025-11-05 AEE AMEREN CORP64 shares0.00%2025-09-302025-11-05 AMAT APPLIED MATLS INC28 shares0.00%2025-09-302025-11-05 BAH BOOZ ALLEN HAMILTON HLDG COR48 shares0.00%2025-09-302025-11-05 SLB SCHLUMBERGER LTD80 shares0.00%2025-09-302025-11-05 ORLY OREILLY AUTOMOTIVE INC15 shares0.00%2025-09-302025-11-05 Call Option Holdings
No call option holdings data available
Put Option Holdings
No put option holdings data available