SEC Form 13F

LGT Financial Advisors LLC 13F Holdings

Report period2026-06-30
Publicly available2026-07-25
Reported value$18,908,230
Positions223

Largest disclosed positions

IssuerTickerClassReported valueReported amount
STATE STR SPDR S&P 500 ETF TSPYTR UNIT$3,767,4555,045
J P MORGAN EXCHANGE TRADED FJEPIEQUITY PREMIUM$2,023,24135,822
APPLE INCAAPLCOM$1,348,7074,661
MICROSOFT CORPMSFTCOM$1,128,1883,024
CHEVRON CORPORATIONCVXCOM$850,7025,132
ABBVIE INCABBVCOM$508,7842,022
FIDELITY COVINGTON TRUSTFBCGBLUE CHIP GRWTH$433,2176,975
ALPHABET INCGOOGLCAP STK CL A$385,6021,079
ISHARES TRMBBMBS ETF$375,1623,969
AMAZON COM INCAMZNCOM$359,4171,508

Public filing evidence only. NexusTrade's simulated follower strategies are hypothetical, modeled results — not live trading returns and not investment advice.

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