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LFA - Lugano Financial Advisors SA

13F
LFA - Lugano Financial Advisors SA
Last update 2025-04-28 191 Stocks (16 new)
Value $147.00 Mil Turnover 4 %
Countries:
Top Holdings: SPY(16.17%)GLD(5.34%)SDVY(4.36%)SUSB(4.06%)SUSA(3.74%)
Summary Stock Picks Current Portfolio
LFA - Lugano Financial Advisor... Top Holdings of 2025-03-31 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
SPY
SPDR S&P 500 ETF Trust
42,509
23,779.1
+7.06%
16.170
+1.07%
0.000
+19.57%
+7.72%
643,289.7
 
GLD
SPDR Gold Shares ETF
27,265
7,856.1
-0.37%
5.340
-0.02%
0.010
+0.74%
+27.37%
101,985.4
 
SDVY
First Trust SMID Cap Rising Dividend Achievers ETF
First Trust SMID Cap Rising Dividend Achievers ETF
191,256
6,407.1
+0.64%
4.360
+0.03%
0.080
+15.33%
+1.29%
8,412.8
 
SUSB
iShares ESG 1-5 Year USD Corporate Bond ETF
iShares ESG 1-5 Year USD Corporate Bond ETF
238,952
5,971.4
+9.75%
4.060
+0.36%
0.610
+1.86%
+3.75%
985.5
 
SUSA
MSCI USA ESG Select ETF
47,846
5,496.1
0%
3.740
0%
0.170
+17.92%
+5.66%
3,554.7
 
IGIB
iShares Intermediate Credit Bond ETF
iShares Intermediate Credit Bond ETF
88,818
4,664.7
+7.31%
3.170
+0.22%
0.030
+3.20%
+5.05%
15,515.2
 
CIBR
First Trust NASDAQ CEA Cybersecurity ETF
First Trust NASDAQ CEA Cybersecurity ETF
72,413
4,562.0
+1.38%
3.100
+0.04%
0.060
+20.28%
+17.11%
9,992.4
 
VWOB
Vanguard Emerging Markets Government Bond ETF
Vanguard Emerging Markets Government Bond ETF
70,955
4,555.3
+3.33%
3.100
+0.10%
0.090
+4.60%
+5.95%
4,989.8
 
TLH
iShares 10-20 Year Treasury Bond ETF
iShares 10-20 Year Treasury Bond ETF
41,667
4,322.9
+0.19%
2.940
+0.01%
0.040
-0.60%
+1.40%
11,288.7
 
VGIT
Vanguard Intermediate-Term Government Bond ETF
Vanguard Intermediate-Term Government Bond ETF
67,219
3,992.8
+3.28%
2.710
+0.09%
0.010
+0.86%
+4.09%
31,611.5
 

LFA - Lugano Financial Advisors SA's Historical Top Holdings Breakdowns

LFA - Lugano Financial Advisors SA's Top Stock Picks View Full List
Ticker
Company
Date
Action
Impact %
Price Range
Price
Price Change from Avrg%
Comment
Current Shares
Share Change
EMNT
PIMCO Enhanced Short Maturity Active ESG Exchange-Traded Fund
PIMCO Enhanced Short Maturity Active ESG Exchange-Traded Fund
2025-03-31
Reduce
Reduce
-1.78%
●
98.43 ($98.66) 98.88
$98.61
-0.06%
Reduce -96.64%
961
-27,678
PDBC
Invesco Optimum Yield Diversified Commodity
Invesco Optimum Yield Diversified Commodity
2025-03-31
Reduce
Reduce
-1.75%
●
13.05 ($13.45) 13.97
$13.45
0%
Reduce -65.39%
109,285
-206,449
SPY
SPDR S&P 500 ETF Trust
2025-03-31
Add
Add
+1.07%
●
551.42 ($587.78) 612.93
$627.58
6.77%
Add 7.06%
42,509
2,805
SHV
iShares Short Treasury Bond ETF
2025-03-31
Reduce
Reduce
-0.71%
●
110.11 ($110.29) 110.51
$110.30
0.01%
Reduce -30.52%
22,442
-9,857
IBDV
iShares iBonds Dec 2030 Term Corporate ETF
iShares iBonds Dec 2030 Term Corporate ETF
2025-03-31
Add
Add
+0.54%
●
21.11 ($21.49) 21.73
$21.85
1.68%
Add 176.5%
56,773
36,240
SUSB
iShares ESG 1-5 Year USD Corporate Bond ETF
iShares ESG 1-5 Year USD Corporate Bond ETF
2025-03-31
Add
Add
+0.36%
●
24.6 ($24.82) 24.99
$25.07
1.03%
Add 9.75%
238,952
21,230
VCIT
Vanguard Intermediate-Term Corporate Bond ETF
Vanguard Intermediate-Term Corporate Bond ETF
2025-03-31
Add
Add
+0.36%
●
79.17 ($80.9) 82.04
$82.25
1.67%
Add 42.22%
21,809
6,474
QAI
NYLI Hedge Multi-Strategy Tracker ETF
NYLI Hedge Multi-Strategy Tracker ETF
2025-03-31
Reduce
Reduce
-0.29%
●
31.16 ($31.72) 32.27
$32.56
2.65%
Reduce -13.46%
89,744
-13,957
IGIB
iShares Intermediate Credit Bond ETF
iShares Intermediate Credit Bond ETF
2025-03-31
Add
Add
+0.22%
●
50.82 ($51.94) 52.7
$52.88
1.81%
Add 7.31%
88,818
6,053
FTLS
First Trust Long/Short Equity ETF
2025-03-31
Reduce
Reduce
-0.20%
●
63.42 ($66.15) 68.17
$66.15
0%
Reduce -7.29%
57,787
-4,542

LFA - Lugano Financial Advisors SA Total Holding History ($B)

To

LFA - Lugano Financial Advisors SA's Asset Allocation

To

LFA - Lugano Financial Advisors SA Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

Top Ranked Articles

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LFA - Lugano Financial Advisors SA's Hypothetical Growth since 2025-03-31

LFA - Lugano Financial Advisors SA's Yearly Returns

Year Portfolio % % Excess Gain %

LFA - Lugano Financial Advisors SA's Holdings Heat Map

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LFA - Lugano Financial Advisors SA's Holdings Bubble Chart

LFA - Lugano Financial Advisors SA News

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