LFA - Lugano Financial Advisors SA has disclosed 191 total holdings in their latest 13F filing with the SEC for the portfolio
date of 2025-03-31. The current portfolio value is calculated to be $147.00 Mil. The turnover rate is 4%.
In LFA - Lugano Financial Advisors SA's current portfolio as of 2025-03-31, the top 5 holdings are
SPDR S&P 500 ETF Trust (SPY), SPDR Gold Shares ETF (GLD), First Trust SMID Cap Rising Dividend Achievers ETF (SDVY), iShares ESG 1-5 Year USD Corporate Bond ETF (SUSB), iShares ESG Optimized MSCI USA ETF (SUSA), not including call and put options.
LFA - Lugano Financial Advisors SA did not buy any new stocks in the current portfolio.
Please visit the "Current Portfolio" tab to see the current and past 13F holdings for LFA - Lugano Financial Advisors SA, as well as holding map,
valuations for each stock, which positions are undervalued, have low PE Ratios, are considered high quality and recently traded at
52-week lows, etc.
Please visit the "Stock Picks" tab to see the latest guru trades and stock picks for LFA - Lugano Financial Advisors SA, which include data from
13F quarterly reports, 13D/G beneficial ownership reports and form 4 insider ownership change reports.
Please visit the "Summary" page to see the top 10 holdings, recent stock picks, performance, sector / industry breakdown details, as well as past holding history summary for LFA - Lugano Financial Advisors SA.