LGT Financial Advisors LLC

13F Portfolio Filings

Most recent 13F
Q4 2023
Location
Dallas, TX
CIK
0001965191
All SEC filings
View on sec.gov
Holdings Value
Quarter Holdings Value ($000) Top Holdings Form Type Date Filed Filing ID
Q4 2023 849 81,807 KO, PFE, XOM, IVV 13F-HR 2/12/2024 000139834424002516
Q3 2023 932 78,664 KO, PFE, XOM, CVX 13F-HR 11/1/2023 000139834423019979
Q2 2023 208 93,959 KO, PFE, XOM, CVX 13F-HR 8/14/2023 000139834423014895
Q1 2023 95 53,716 KO, PFE, XOM, CVX 13F-HR 5/15/2023 000139834423009822
Q4 2022 181 85,010 PFE, KO, ICSH, ISDX 13F-HR 2/14/2023 000139834423003241