The Analysis of LFA - Lugano Financial Advisors SA's Holdings


Currently, LFA - Lugano Financial Advisors SA holds 235 types of securities in its portfolio with a total value $193.7M. In the most recent quarter, they have increased their positions in VSGX (+23.7K shares, valued at $1.7M), EWL (+7.8K shares, valued at $466.3K), ESGE (+8.8K shares, valued at $387.5K); decreased their positions in SPY (-1.4K shares, valued at $977.9K), FEZ (-14.7K shares, valued at $943.6K), SGOV (-5.1K shares, valued at $516.3K); initiated new positions in VSGX (+23.7K shares, valued at $1.7M), ESGE (+8.8K shares, valued at $387.5K), ICLN (+15.6K shares, valued at $256.6K).


Top Holding Treemap

Stock Holdings
TickerCompany NameSharesShares â–ŗ%Event DateReport DateHistory
SPY SPDR S&P 500 ETF TR38.9K shares-3.55%2025-12-312026-01-29history
ESGD ISHARES TR229.6K shares0.00%2025-12-312026-01-29history
GLD SPDR GOLD TR31.4K shares2.43%2025-12-312026-01-29history
SUSB ISHARES TR457.1K shares0.00%2025-12-312026-01-29history
FNDE SCHWAB STRATEGIC TR213.2K shares-0.35%2025-12-312026-01-29history
VWOB VANGUARD WHITEHALL FDS76.9K shares-0.42%2025-12-312026-01-29history
IGIB ISHARES TR91.3K shares2.60%2025-12-312026-01-29history
FTLS FIRST TR EXCH TRADED FD III59.3K shares-3.91%2025-12-312026-01-29history
Sponsored
SDVY FIRST TR EXCHANGE-TRADED FD107.0K shares-10.61%2025-12-312026-01-29history
IBND SPDR SERIES TRUST125.4K shares0.51%2025-12-312026-01-29history
VCSH VANGUARD SCOTTSDALE FDS50.0K shares-0.30%2025-12-312026-01-29history
IBDU ISHARES TR151.5K shares-3.52%2025-12-312026-01-29history
SGOV ISHARES TR35.1K shares-12.79%2025-12-312026-01-29history
TLH ISHARES TR33.9K shares1.16%2025-12-312026-01-29history
QAI NEW YORK LIFE INVESTMENTS ET99.2K shares-7.46%2025-12-312026-01-29history
VGIT VANGUARD SCOTTSDALE FDS54.0K shares-4.40%2025-12-312026-01-29history
Sponsored
SJNK SPDR SERIES TRUST123.8K shares3.49%2025-12-312026-01-29history
MSFT MICROSOFT CORP6.4K shares-0.05%2025-12-312026-01-29history
INVESCO QQQ TR INVESCO QQQ TR4.6K shares0.39%2025-12-312026-01-29history
IEF ISHARES TR28.9K shares0.00%2025-12-312026-01-29history
GDX VANECK ETF TRUST32.3K shares10.15%2025-12-312026-01-29history
AMZN AMAZON COM INC11.5K shares-3.26%2025-12-312026-01-29history
CIBR FIRST TR EXCHANGE TRADED FD36.9K shares-4.36%2025-12-312026-01-29history
FEZ SPDR INDEX SHS FDS39.5K shares-27.08%2025-12-312026-01-29history
Sponsored
IBDT ISHARES TR93.3K shares0.00%2025-12-312026-01-29history
SHY ISHARES TR24.5K shares0.65%2025-12-312026-01-29history
IBDV ISHARES TR87.8K shares16.67%2025-12-312026-01-29history
EFA ISHARES TR19.7K shares2.50%2025-12-312026-01-29history
QLTA ISHARES TR38.3K shares-2.20%2025-12-312026-01-29history
EWL ISHARES INC29.1K shares36.48%2025-12-312026-01-29history
VSGX VANGUARD WORLD FD23.7K sharesnew addition2025-12-312026-01-29history
CWB SPDR SERIES TRUST14.7K shares4.79%2025-12-312026-01-29history
Sponsored
EMB ISHARES TR12.9K shares9.93%2025-12-312026-01-29history
AAPL APPLE INC4.5K shares-4.62%2025-12-312026-01-29history
ALPHABET INC ALPHABET INC3.4K shares0.00%2025-12-312026-01-29history
INVESCO EXCHANGE TRADED FD T INVESCO EXCHANGE TRADED FD T15.9K shares-3.14%2025-12-312026-01-29history
RNRG GLOBAL X FDS31.5K shares0.00%2025-12-312026-01-29history
VGT VANGUARD WORLD FD1.4K shares0.00%2025-12-312026-01-29history
ALPHABET INC ALPHABET INC2.4K shares3.47%2025-12-312026-01-29history
SCHF SCHWAB STRATEGIC TR31.1K shares0.00%2025-12-312026-01-29history
Sponsored
VHT VANGUARD WORLD FD2.5K shares0.00%2025-12-312026-01-29history
CAT CATERPILLAR INC1.3K shares0.00%2025-12-312026-01-29history
EWU ISHARES TR15.9K shares0.00%2025-12-312026-01-29history
NVDA NVIDIA CORPORATION3.4K shares1.57%2025-12-312026-01-29history
PDBC INVESCO ACTVELY MNGD ETC FD45.6K shares0.00%2025-12-312026-01-29history
XLI SELECT SECTOR SPDR TR3.5K shares0.00%2025-12-312026-01-29history
VCLT VANGUARD SCOTTSDALE FDS7.0K shares-4.02%2025-12-312026-01-29history
JPM JPMORGAN CHASE & CO.1.6K shares1.95%2025-12-312026-01-29history
Sponsored
PIO INVESCO EXCH TRADED FD TR II11.5K shares0.00%2025-12-312026-01-29history
FPEI FIRST TR EXCH TRADED FD III24.0K shares0.00%2025-12-312026-01-29history
XLF SELECT SECTOR SPDR TR7.3K shares0.00%2025-12-312026-01-29history
ESGE ISHARES INC8.8K sharesnew addition2025-12-312026-01-29history
V VISA INC1.1K shares0.00%2025-12-312026-01-29history
KKR & CO INC KKR & CO INC2.9K shares0.00%2025-12-312026-01-29history
HEWJ ISHARES TR6.9K shares0.00%2025-12-312026-01-29history
INVESCO EXCHANGE TRADED FD T INVESCO EXCHANGE TRADED FD T1.9K shares0.00%2025-12-312026-01-29history
Sponsored
ABT ABBOTT LABS2.7K shares0.00%2025-12-312026-01-29history
ISHARES GOLD TR ISHARES GOLD TR3.9K shares5.67%2025-12-312026-01-29history
XLP SELECT SECTOR SPDR TR4.0K shares0.00%2025-12-312026-01-29history
XLY SELECT SECTOR SPDR TR2.6K shares100.00%2025-12-312026-01-29history
META META PLATFORMS INC468 shares0.00%2025-12-312026-01-29history
ITA ISHARES TR1.4K shares0.00%2025-12-312026-01-29history
BLACKSTONE INC BLACKSTONE INC2.0K shares0.00%2025-12-312026-01-29history
VWO VANGUARD INTL EQUITY INDEX F5.6K shares0.00%2025-12-312026-01-29history
Sponsored
IVE ISHARES TR1.4K shares0.00%2025-12-312026-01-29history
BKNG BOOKING HOLDINGS INC53 shares6.00%2025-12-312026-01-29history
ABBV ABBVIE INC1.2K shares0.00%2025-12-312026-01-29history
EMXC ISHARES INC3.5K shares0.00%2025-12-312026-01-29history
ICLN ISHARES TR15.6K sharesnew addition2025-12-312026-01-29history
BAC BANK AMERICA CORP4.6K shares0.00%2025-12-312026-01-29history
RMD RESMED INC1.0K shares3.77%2025-12-312026-01-29history
KO COCA COLA CO3.5K shares0.00%2025-12-312026-01-29history
Sponsored
DIA SPDR DOW JONES INDL AVERAGE500 shares0.00%2025-12-312026-01-29history
MA MASTERCARD INCORPORATED418 shares14.84%2025-12-312026-01-29history
XLK SELECT SECTOR SPDR TR1.6K shares100.00%2025-12-312026-01-29history
VO VANGUARD INDEX FDS800 shares0.00%2025-12-312026-01-29history
TSLA TESLA INC506 shares0.00%2025-12-312026-01-29history
VYM VANGUARD WHITEHALL FDS1.6K shares0.00%2025-12-312026-01-29history
SDG ISHARES TR2.5K shares39.34%2025-12-312026-01-29history
IBB ISHARES TR1.2K shares0.00%2025-12-312026-01-29history
Sponsored
VEU VANGUARD INTL EQUITY INDEX F2.7K shares0.00%2025-12-312026-01-29history
IWM ISHARES TR795 shares0.00%2025-12-312026-01-29history
BND VANGUARD BD INDEX FDS2.6K shares-1.79%2025-12-312026-01-29history
SUSA ISHARES TR1.3K shares0.00%2025-12-312026-01-29history
BROADCOM INC BROADCOM INC536 shares0.00%2025-12-312026-01-29history
BWZ SPDR SERIES TRUST6.5K shares-23.08%2025-12-312026-01-29history
IVV ISHARES TR257 shares0.00%2025-12-312026-01-29history
AZN ASTRAZENECA PLC1.9K shares0.00%2025-12-312026-01-29history
Sponsored
BNDX VANGUARD CHARLOTTE FDS3.5K shares7.01%2025-12-312026-01-29history
CITIGROUP INC CITIGROUP INC1.4K shares0.00%2025-12-312026-01-29history
AEP AMERICAN ELEC PWR CO INC1.4K shares0.00%2025-12-312026-01-29history
BSV VANGUARD BD INDEX FDS2.1K shares0.00%2025-12-312026-01-29history
GHYG ISHARES INC3.4K shares-12.32%2025-12-312026-01-29history
EBND SPDR SERIES TRUST7.2K shares0.00%2025-12-312026-01-29history
MCD MCDONALDS CORP500 shares0.00%2025-12-312026-01-29history
FTSL FIRST TR EXCHANGE-TRADED FD3.3K shares0.00%2025-12-312026-01-29history
Sponsored
VNQ VANGUARD INDEX FDS1.7K shares0.00%2025-12-312026-01-29history
YUM YUM BRANDS INC970 shares0.00%2025-12-312026-01-29history
IEFA ISHARES TR1.6K shares0.00%2025-12-312026-01-29history
SCHP SCHWAB STRATEGIC TR5.4K shares0.00%2025-12-312026-01-29history
HON HONEYWELL INTL INC716 shares0.00%2025-12-312026-01-29history
QCOM QUALCOMM INC810 shares0.00%2025-12-312026-01-29history
LLY ELI LILLY & CO126 shares0.00%2025-12-312026-01-29history
BR BROADRIDGE FINL SOLUTIONS IN594 sharesnew addition2025-12-312026-01-29history
Sponsored
CGW INVESCO EXCH TRADED FD TR II2.1K sharesnew addition2025-12-312026-01-29history
VEA VANGUARD TAX-MANAGED FDS2.0K shares1297.26%2025-12-312026-01-29history
KRANESHARES TRUST KRANESHARES TRUST4.7K sharesnew addition2025-12-312026-01-29history
XOM EXXON MOBIL CORP1.1K shares20.67%2025-12-312026-01-29history
GBTC GRAYSCALE BITCOIN TRUST ETF1.8K shares0.00%2025-12-312026-01-29history
ZTS ZOETIS INC1.0K shares0.00%2025-12-312026-01-29history
MDLZ MONDELEZ INTL INC2.3K shares0.00%2025-12-312026-01-29history
VRP INVESCO EXCH TRADED FD TR II5.1K shares136.78%2025-12-312026-01-29history
Sponsored
PFF ISHARES TR4.0K shares517.78%2025-12-312026-01-29history
MO ALTRIA GROUP INC2.1K shares0.00%2025-12-312026-01-29history
VCIT VANGUARD SCOTTSDALE FDS1.4K sharesnew addition2025-12-312026-01-29history
ADSK AUTODESK INC383 shares0.00%2025-12-312026-01-29history
URTH ISHARES INC599 shares0.00%2025-12-312026-01-29history
USIG ISHARES TR2.1K shares0.00%2025-12-312026-01-29history
SLV ISHARES SILVER TR1.7K shares13.02%2025-12-312026-01-29history
PGX INVESCO EXCH TRADED FD TR II9.5K shares0.00%2025-12-312026-01-29history
Sponsored
PEP PEPSICO INC697 shares0.00%2025-12-312026-01-29history
IEI ISHARES TR835 shares0.00%2025-12-312026-01-29history
VTWO VANGUARD SCOTTSDALE FDS1.0K shares0.00%2025-12-312026-01-29history
EWG ISHARES INC2.2K shares0.00%2025-12-312026-01-29history
XLC SELECT SECTOR SPDR TR801 shares0.00%2025-12-312026-01-29history
VZ VERIZON COMMUNICATIONS INC2.2K shares-18.73%2025-12-312026-01-29history
CRM SALESFORCE INC326 shares0.00%2025-12-312026-01-29history
BLV VANGUARD BD INDEX FDS1.2K shares0.00%2025-12-312026-01-29history
Sponsored
DBMF LITMAN GREGORY FDS TR3.0K shares50.15%2025-12-312026-01-29history
MMM 3M CO530 shares-33.75%2025-12-312026-01-29history
MERCK & CO INC MERCK & CO INC788 shares0.00%2025-12-312026-01-29history
AJG GALLAGHER ARTHUR J & CO291 shares0.00%2025-12-312026-01-29history
BKLN INVESCO EXCH TRADED FD TR II3.6K sharesnew addition2025-12-312026-01-29history
ITOT ISHARES TR497 shares0.00%2025-12-312026-01-29history
PM PHILIP MORRIS INTL INC460 shares0.00%2025-12-312026-01-29history
WMT WALMART INC636 shares0.00%2025-12-312026-01-29history
Sponsored
COIN COINBASE GLOBAL INC308 shares0.00%2025-12-312026-01-29history
GS GOLDMAN SACHS GROUP INC72 shares0.00%2025-12-312026-01-29history
ISRG INTUITIVE SURGICAL INC110 shares0.00%2025-12-312026-01-29history
EEM ISHARES TR1.1K shares50.40%2025-12-312026-01-29history
IBIT ISHARES BITCOIN TRUST ETF1.2K shares48.20%2025-12-312026-01-29history
WFC WELLS FARGO CO NEW635 shares0.00%2025-12-312026-01-29history
BBH VANECK ETF TRUST310 shares0.00%2025-12-312026-01-29history
BIV VANGUARD BD INDEX FDS735 shares0.00%2025-12-312026-01-29history
Sponsored
MAR MARRIOTT INTL INC NEW182 shares0.00%2025-12-312026-01-29history
EWJ ISHARES INC696 shares32.82%2025-12-312026-01-29history
BERKSHIRE HATHAWAY INC DEL BERKSHIRE HATHAWAY INC DEL109 shares0.00%2025-12-312026-01-29history
HEDJ WISDOMTREE TR1.0K shares0.00%2025-12-312026-01-29history
PG PROCTER AND GAMBLE CO378 shares0.00%2025-12-312026-01-29history
HD HOME DEPOT INC156 shares79.31%2025-12-312026-01-29history
BABA ALIBABA GROUP HLDG LTD348 shares0.00%2025-12-312026-01-29history
APP APPLOVIN CORP75 shares0.00%2025-12-312026-01-29history
Sponsored
AMD ADVANCED MICRO DEVICES INC235 shares0.00%2025-12-312026-01-29history
INTC INTEL CORP1.3K shares0.00%2025-12-312026-01-29history
TSM TAIWAN SEMICONDUCTOR MFG LTD155 shares181.82%2025-12-312026-01-29history
CARR CARRIER GLOBAL CORPORATION890 shares0.00%2025-12-312026-01-29history
DXJ WISDOMTREE TR320 shares0.00%2025-12-312026-01-29history
CVX CHEVRON CORP NEW295 shares0.00%2025-12-312026-01-29history
SHYG ISHARES TR1.0K shares0.00%2025-12-312026-01-29history
IEMG ISHARES INC660 shares0.00%2025-12-312026-01-29history
Sponsored
BKR BAKER HUGHES COMPANY953 shares0.00%2025-12-312026-01-29history
T AT&T INC1.7K shares0.00%2025-12-312026-01-29history
DE DEERE & CO90 shares0.00%2025-12-312026-01-29history
NFLX NETFLIX INC420 shares900.00%2025-12-312026-01-29history
BOTZ GLOBAL X FDS1.1K shares0.00%2025-12-312026-01-29history
SHV ISHARES TR356 sharesnew addition2025-12-312026-01-29history
CSCO CISCO SYS INC500 shares0.00%2025-12-312026-01-29history
KLAC KLA CORP31 shares0.00%2025-12-312026-01-29history
Sponsored
IBKR INTERACTIVE BROKERS GROUP IN576 shares0.00%2025-12-312026-01-29history
RTX RTX CORPORATION201 shares0.00%2025-12-312026-01-29history
ADI ANALOG DEVICES INC135 shares0.00%2025-12-312026-01-29history
TIP ISHARES TR330 sharesnew addition2025-12-312026-01-29history
HBAN HUNTINGTON BANCSHARES INC2.1K shares0.00%2025-12-312026-01-29history
PLTR PALANTIR TECHNOLOGIES INC200 shares0.00%2025-12-312026-01-29history
APH AMPHENOL CORP NEW260 shares0.00%2025-12-312026-01-29history
SKYY FIRST TR EXCHANGE TRADED FD270 shares0.00%2025-12-312026-01-29history
Sponsored
AVK ADVENT CONV & INCOME FD2.8K sharesnew addition2025-12-312026-01-29history
FTNT FORTINET INC426 shares0.00%2025-12-312026-01-29history
ACWX ISHARES TR499 shares0.00%2025-12-312026-01-29history
BLACKROCK INC BLACKROCK INC30 sharesnew addition2025-12-312026-01-29history
LEN LENNAR CORP309 shares0.00%2025-12-312026-01-29history
IXUS ISHARES TR369 shares0.00%2025-12-312026-01-29history
IBM INTERNATIONAL BUSINESS MACHS105 sharesnew addition2025-12-312026-01-29history
URA GLOBAL X FDS715 shares0.00%2025-12-312026-01-29history
Sponsored
GLW CORNING INC345 shares0.00%2025-12-312026-01-29history
ADBE ADOBE INC85 shares0.00%2025-12-312026-01-29history
NOW SERVICENOW INC180 shares400.00%2025-12-312026-01-29history
COST COSTCO WHSL CORP NEW31 shares0.00%2025-12-312026-01-29history
DHR DANAHER CORPORATION110 shares0.00%2025-12-312026-01-29history
KMI KINDER MORGAN INC DEL895 shares0.00%2025-12-312026-01-29history
SCHW SCHWAB CHARLES CORP235 shares0.00%2025-12-312026-01-29history
SO SOUTHERN CO246 shares0.00%2025-12-312026-01-29history
Sponsored
ORCL ORACLE CORP109 shares0.00%2025-12-312026-01-29history
GEV GE VERNOVA INC32 shares0.00%2025-12-312026-01-29history
DAX GLOBAL X FDS453 shares74.23%2025-12-312026-01-29history
LULU LULULEMON ATHLETICA INC97 shares0.00%2025-12-312026-01-29history
HYG ISHARES TR239 shares0.00%2025-12-312026-01-29history
ASHR DBX ETF TR550 shares0.00%2025-12-312026-01-29history
DIS DISNEY WALT CO157 shares0.00%2025-12-312026-01-29history
FLIN FRANKLIN TEMPLETON ETF TR450 shares100.00%2025-12-312026-01-29history
Sponsored
EUHY ISHARES INC313 shares101.94%2025-12-312026-01-29history
WM WASTE MGMT INC DEL72 shares0.00%2025-12-312026-01-29history
EBAY EBAY INC.165 shares0.00%2025-12-312026-01-29history
SBUX STARBUCKS CORP170 shares0.00%2025-12-312026-01-29history
GRAYSCALE BITCOIN MINI TR ET GRAYSCALE BITCOIN MINI TR ET365 shares0.00%2025-12-312026-01-29history
BIDU BAIDU INC100 shares0.00%2025-12-312026-01-29history
EZU ISHARES INC197 shares-77.61%2025-12-312026-01-29history
ETHA ISHARES ETHEREUM TR550 shares0.00%2025-12-312026-01-29history
Sponsored
MCK MCKESSON CORP15 shares0.00%2025-12-312026-01-29history
CSX CSX CORP333 shares0.00%2025-12-312026-01-29history
TMUS T-MOBILE US INC59 shares0.00%2025-12-312026-01-29history
VLTO VERALTO CORP120 shares0.00%2025-12-312026-01-29history
UBER UBER TECHNOLOGIES INC146 shares-41.83%2025-12-312026-01-29history
PGR PROGRESSIVE CORP54 shares0.00%2025-12-312026-01-29history
HUM HUMANA INC45 shares0.00%2025-12-312026-01-29history
CMG CHIPOTLE MEXICAN GRILL INC300 shares0.00%2025-12-312026-01-29history
Sponsored
EOG EOG RES INC106 shares0.00%2025-12-312026-01-29history
CVS CVS HEALTH CORP140 shares-86.00%2025-12-312026-01-29history
UNH UNITEDHEALTH GROUP INC33 shares0.00%2025-12-312026-01-29history
VRTX VERTEX PHARMACEUTICALS INC23 shares0.00%2025-12-312026-01-29history
DLTR DOLLAR TREE INC74 shares0.00%2025-12-312026-01-29history
WEC ENERGY GROUP INC WEC ENERGY GROUP INC85 shares0.00%2025-12-312026-01-29history
SPGI S&P GLOBAL INC17 shares0.00%2025-12-312026-01-29history
CTVA CORTEVA INC117 shares0.00%2025-12-312026-01-29history
Sponsored
SOLSTICE ADVANCED MATLS INC SOLSTICE ADVANCED MATLS INC150 sharesnew addition2025-12-312026-01-29history
URI UNITED RENTALS INC9 shares0.00%2025-12-312026-01-29history
AMAT APPLIED MATLS INC28 shares0.00%2025-12-312026-01-29history
AZO AUTOZONE INC2 shares0.00%2025-12-312026-01-29history
LH LABCORP HOLDINGS INC27 shares0.00%2025-12-312026-01-29history
OTIS OTIS WORLDWIDE CORP75 shares0.00%2025-12-312026-01-29history
DLR DIGITAL RLTY TR INC42 shares0.00%2025-12-312026-01-29history
AEE AMEREN CORP64 shares0.00%2025-12-312026-01-29history
Sponsored
BAH BOOZ ALLEN HAMILTON HLDG COR48 shares0.00%2025-12-312026-01-29history
SLB SLB LIMITED80 shares0.00%2025-12-312026-01-29history
ORLY OREILLY AUTOMOTIVE INC15 shares0.00%2025-12-312026-01-29history

Call Option Holdings
No call option holdings data available

Put Option Holdings
No put option holdings data available