LFA - Lugano Financial Advisors SA Diversified Active

CIK: 0001737871 · Show all filings

Period: Q3 2023 (← Previous) (Next →)

Filing Date: Oct 23, 2023

Total Value ($000): $116,790 (100.0% shares, 0.0% debt)

Holdings (179)

SPY SPDR S&P 500 ETF TR 15.0%
Value ($000) $17,526 Shares 40,999 Est. Cost $356.77 Unrealized
PDBC INVESCO ACTVELY MNGD ETC FD 5.3%
Value ($000) $6,236 Shares 417,100 Est. Cost $13.46 Unrealized
IEF ISHARES TR 4.6%
Value ($000) $5,335 Shares 58,253 Est. Cost $96.15 Unrealized
EMB ISHARES TR 4.2%
Value ($000) $4,957 Shares 60,070 Est. Cost $108.64 Unrealized
VCIT VANGUARD SCOTTSDALE FDS 4.0%
Value ($000) $4,629 Shares 60,928 Est. Cost $86.32 Unrealized
IEI ISHARES TR 3.8%
Value ($000) $4,393 Shares 38,824 Est. Cost $122.34 Unrealized
FTLS FIRST TR EXCH TRADED FD III 3.7%
Value ($000) $4,269 Shares 80,319 Est. Cost $52.17 Unrealized
GLD SPDR GOLD TR 3.3%
Value ($000) $3,904 Shares 22,768 Est. Cost $158.73 Unrealized
TLH ISHARES TR 3.3%
Value ($000) $3,868 Shares 39,281 Est. Cost $114.42 Unrealized
SUSB ISHARES TR 3.3%
Value ($000) $3,853 Shares 162,090 Est. Cost $23.77 Unrealized
CIBR FIRST TR EXCHANGE TRADED FD 3.2%
Value ($000) $3,789 Shares 83,411 Est. Cost $42.33 Unrealized
SHY ISHARES TR 3.0%
Value ($000) $3,534 Shares 43,651 Est. Cost $84.91 Unrealized
ESGE ISHARES INC 3.0%
Value ($000) $3,507 Shares 115,835 Est. Cost $37.04 Unrealized
VCSH VANGUARD SCOTTSDALE FDS 2.9%
Value ($000) $3,395 Shares 45,178 Est. Cost $77.52 Unrealized
QLTA ISHARES TR 2.5%
Value ($000) $2,974 Shares 65,962 Est. Cost $52.31 Unrealized
FEZ SPDR INDEX SHS FDS 2.3%
Value ($000) $2,719 Shares 64,726 Est. Cost $38.71 Unrealized
SJNK SPDR SER TR 2.3%
Value ($000) $2,694 Shares 110,125 Est. Cost $26.90 Unrealized
QAI INDEXIQ ETF TR 2.2%
Value ($000) $2,524 Shares 84,058 Est. Cost $31.02 Unrealized
SUSA ISHARES TR 2.0%
Value ($000) $2,362 Shares 26,250 Est. Cost $104.60 Unrealized
MSFT MICROSOFT CORP 1.5%
Value ($000) $1,750 Shares 5,542 Est. Cost $229.02 Unrealized +41.7%
EFA ISHARES TR 1.4%
Value ($000) $1,601 Shares 23,229 Est. Cost $67.55 Unrealized
QQQ INVESCO QQQ TR 1.3%
Value ($000) $1,503 Shares 4,196 Est. Cost $303.66 Unrealized
PSP INVESCO EXCHANGE TRADED FD T 1.2%
Value ($000) $1,398 Shares 27,058 Est. Cost $51.67 Unrealized
NUMG NUSHARES ETF TR 1.2%
Value ($000) $1,384 Shares 37,764 Est. Cost $38.53 Unrealized
AMZN AMAZON COM INC 1.1%
Value ($000) $1,292 Shares 10,167 Est. Cost $119.37 Unrealized +12.3%
TSM TAIWAN SEMICONDUCTOR MFG LTD 0.9%
Value ($000) $1,039 Shares 11,961 Est. Cost $91.67 Unrealized
BNDX VANGUARD CHARLOTTE FDS 0.9%
Value ($000) $1,025 Shares 21,423 Est. Cost $56.07 Unrealized
EMNT PIMCO ETF TR 0.8%
Value ($000) $971 Shares 9,900 Est. Cost $100.33 Unrealized
CWB SPDR SER TR 0.8%
Value ($000) $948 Shares 13,981 Est. Cost $67.43 Unrealized
BND VANGUARD BD INDEX FDS 0.7%
Value ($000) $765 Shares 10,963 Est. Cost $80.36 Unrealized
EEM ISHARES TR 0.6%
Value ($000) $705 Shares 18,582 Est. Cost $41.65 Unrealized
VCLT VANGUARD SCOTTSDALE FDS 0.6%
Value ($000) $683 Shares 9,535 Est. Cost $89.39 Unrealized
AAPL APPLE INC 0.6%
Value ($000) $681 Shares 3,977 Est. Cost $168.68 Unrealized +7.5%
VHT VANGUARD WORLD FDS 0.5%
Value ($000) $600 Shares 2,550 Est. Cost $244.82 Unrealized
VGT VANGUARD WORLD FDS 0.5%
Value ($000) $581 Shares 1,400 Est. Cost $442.16 Unrealized
GLOBAL X FDS 0.4%
Value ($000) $512 Shares 51,241 Est. Cost $14.52 Unrealized
EWL ISHARES INC 0.4%
Value ($000) $416 Shares 9,549 Est. Cost $44.82 Unrealized
FPEI FIRST TR EXCH TRADED FD III 0.3%
Value ($000) $405 Shares 24,000 Est. Cost $20.42 Unrealized
GOOG ALPHABET INC 0.3%
Value ($000) $393 Shares 2,980 Est. Cost $114.89 Unrealized +12.3%
PIO INVESCO EXCH TRADED FD TR II 0.3%
Value ($000) $388 Shares 11,497 Est. Cost $29.02 Unrealized
VRP INVESCO EXCH TRADED FD TR II 0.3%
Value ($000) $346 Shares 15,477 Est. Cost $25.17 Unrealized
HEWJ ISHARES TR 0.3%
Value ($000) $345 Shares 10,097 Est. Cost $33.61 Unrealized
EWU ISHARES TR 0.3%
Value ($000) $343 Shares 10,837 Est. Cost $32.29 Unrealized
XLP SELECT SECTOR SPDR TR 0.3%
Value ($000) $301 Shares 4,377 Est. Cost $73.71 Unrealized
CAT CATERPILLAR INC 0.2%
Value ($000) $273 Shares 1,000 Est. Cost $213.76 Unrealized +22.3%
BGRN ISHARES TR 0.2%
Value ($000) $269 Shares 5,959 Est. Cost $54.60 Unrealized
ABBV ABBVIE INC 0.2%
Value ($000) $253 Shares 1,700 Est. Cost $134.21 Unrealized +0.8%
KRE SPDR SER TR 0.2%
Value ($000) $234 Shares 5,599 Est. Cost $41.77 Unrealized
XLY SELECT SECTOR SPDR TR 0.2%
Value ($000) $224 Shares 1,394 Est. Cost $169.21 Unrealized
XLI SELECT SECTOR SPDR TR 0.2%
Value ($000) $216 Shares 2,130 Est. Cost $107.32 Unrealized
IVE ISHARES TR 0.2%
Value ($000) $215 Shares 1,400 Est. Cost $161.19 Unrealized
BX BLACKSTONE INC 0.2%
Value ($000) $214 Shares 2,000 Est. Cost $80.16 Unrealized +21.5%
GIS GENERAL MLS INC 0.2%
Value ($000) $211 Shares 3,295 Est. Cost $71.31 Unrealized -9.5%
JPM JPMORGAN CHASE & CO 0.2%
Value ($000) $201 Shares 1,385 Est. Cost $129.66 Unrealized +9.8%
HYG ISHARES TR 0.2%
Value ($000) $190 Shares 2,576 Est. Cost $84.96 Unrealized
BWZ SPDR SER TR 0.2%
Value ($000) $184 Shares 7,157 Est. Cost $28.78 Unrealized
KKR KKR & CO INC 0.2%
Value ($000) $176 Shares 2,850 Est. Cost $51.41 Unrealized +16.3%
ZTS ZOETIS INC 0.1%
Value ($000) $174 Shares 1,000 Est. Cost $168.11 Unrealized +5.2%
DIA SPDR DOW JONES INDL AVERAGE 0.1%
Value ($000) $167 Shares 500 Est. Cost $344.65 Unrealized
VO VANGUARD INDEX FDS 0.1%
Value ($000) $167 Shares 800 Est. Cost $220.16 Unrealized
DE DEERE & CO 0.1%
Value ($000) $164 Shares 434 Est. Cost $367.88 Unrealized +8.2%
MDLZ MONDELEZ INTL INC 0.1%
Value ($000) $160 Shares 2,300 Est. Cost $68.54 Unrealized -1.9%
PBW INVESCO EXCHANGE TRADED FD T 0.1%
Value ($000) $157 Shares 5,000 Est. Cost $56.80 Unrealized
HON HONEYWELL INTL INC 0.1%
Value ($000) $154 Shares 832 Est. Cost $175.56 Unrealized -1.0%
YUM YUM BRANDS INC 0.1%
Value ($000) $150 Shares 1,200 Est. Cost $128.82 Unrealized -2.5%
GHYG ISHARES INC 0.1%
Value ($000) $149 Shares 3,601 Est. Cost $47.58 Unrealized
V VISA INC 0.1%
Value ($000) $148 Shares 645 Est. Cost $224.44 Unrealized +5.2%
IBB ISHARES TR 0.1%
Value ($000) $147 Shares 1,200 Est. Cost $126.96 Unrealized
ABT ABBOTT LABS 0.1%
Value ($000) $140 Shares 1,442 Est. Cost $101.46 Unrealized -1.0%
YUMC YUM CHINA HLDGS INC 0.1%
Value ($000) $139 Shares 2,500 Est. Cost $58.92 Unrealized -5.0%
MCD MCDONALDS CORP 0.1%
Value ($000) $137 Shares 520 Est. Cost $273.09 Unrealized -1.3%
AZN ASTRAZENECA PLC 0.1%
Value ($000) $136 Shares 2,001 Est. Cost $71.38 Unrealized
XLK SELECT SECTOR SPDR TR 0.1%
Value ($000) $133 Shares 813 Est. Cost $163.93 Unrealized
PFF ISHARES TR 0.1%
Value ($000) $132 Shares 4,394 Est. Cost $35.30 Unrealized
BKLN INVESCO EXCH TRADED FD TR II 0.1%
Value ($000) $127 Shares 6,065 Est. Cost $20.70 Unrealized
URI UNITED RENTALS INC 0.1%
Value ($000) $120 Shares 271 Est. Cost $447.53 Unrealized 0.0%
NUE NUCOR CORP 0.1%
Value ($000) $116 Shares 745 Est. Cost $159.50 Unrealized 0.0%
SPYD SPDR SER TR 0.1%
Value ($000) $116 Shares 3,317 Est. Cost $31.67 Unrealized
NVR NVR INC 0.1%
Value ($000) $113 Shares 19 Est. Cost $6210.32 Unrealized 0.0%
ED CONSOLIDATED EDISON INC 0.1%
Value ($000) $113 Shares 1,316 Est. Cost $83.89 Unrealized 0.0%
IYK ISHARES TR 0.1%
Value ($000) $112 Shares 603 Est. Cost $192.88 Unrealized
TSCO TRACTOR SUPPLY CO 0.1%
Value ($000) $112 Shares 553 Est. Cost $41.57 Unrealized 0.0%
DEO DIAGEO PLC 0.1%
Value ($000) $111 Shares 741 Est. Cost $173.48 Unrealized
IVV ISHARES TR 0.1%
Value ($000) $110 Shares 257 Est. Cost $429.43 Unrealized
AEE AMEREN CORP 0.1%
Value ($000) $109 Shares 1,452 Est. Cost $75.48 Unrealized 0.0%
DTE DTE ENERGY CO 0.1%
Value ($000) $107 Shares 1,082 Est. Cost $98.78 Unrealized 0.0%
TSLA TESLA INC 0.1%
Value ($000) $107 Shares 429 Est. Cost $278.51 Unrealized -7.8%
BIL SPDR SER TR 0.1%
Value ($000) $101 Shares 1,095 Est. Cost $91.82 Unrealized
KELLANOVA 0.1%
Value ($000) $99 Shares 1,770 Est. Cost $52.54 Unrealized +4.5%
SDG ISHARES TR 0.1%
Value ($000) $93 Shares 1,250 Est. Cost $63.90 Unrealized
VGK VANGUARD INTL EQUITY INDEX F 0.1%
Value ($000) $91 Shares 1,570 Est. Cost $57.76 Unrealized
KO COCA COLA CO 0.1%
Value ($000) $90 Shares 1,600 Est. Cost $57.36 Unrealized -2.8%
ADSK AUTODESK INC 0.1%
Value ($000) $88 Shares 425 Est. Cost $199.96 Unrealized +5.1%
FDD FIRST TR STOXX EUROPEAN SELE 0.1%
Value ($000) $85 Shares 7,768 Est. Cost $11.36 Unrealized
EWG ISHARES INC 0.1%
Value ($000) $79 Shares 2,998 Est. Cost $26.94 Unrealized
BRK/B BERKSHIRE HATHAWAY INC DEL 0.1%
Value ($000) $74 Shares 210 Est. Cost $303.21 Unrealized +17.0%
BN BROOKFIELD CORP 0.1%
Value ($000) $73 Shares 1,725 Est. Cost $20.81 Unrealized +6.5%
XLV SELECT SECTOR SPDR TR 0.1%
Value ($000) $72 Shares 562 Est. Cost $130.26 Unrealized
QCOM QUALCOMM INC 0.1%
Value ($000) $72 Shares 650 Est. Cost $108.32 Unrealized +1.6%
ANGL VANECK ETF TRUST 0.1%
Value ($000) $72 Shares 2,650 Est. Cost $27.77 Unrealized
VTWO VANGUARD SCOTTSDALE FDS 0.1%
Value ($000) $71 Shares 1,000 Est. Cost $75.62 Unrealized
AMAT APPLIED MATLS INC 0.1%
Value ($000) $69 Shares 500 Est. Cost $122.26 Unrealized +14.8%
PFE PFIZER INC 0.1%
Value ($000) $66 Shares 2,000 Est. Cost $33.22 Unrealized -8.0%
DIS DISNEY WALT CO 0.1%
Value ($000) $65 Shares 800 Est. Cost $92.55 Unrealized -9.8%
META META PLATFORMS INC 0.1%
Value ($000) $65 Shares 215 Est. Cost $245.25 Unrealized +22.0%
DD DUPONT DE NEMOURS INC 0.1%
Value ($000) $64 Shares 864 Est. Cost $27.37 Unrealized +9.2%
HYEM VANECK ETF TRUST 0.1%
Value ($000) $62 Shares 3,482 Est. Cost $22.75 Unrealized
BBH VANECK ETF TRUST 0.1%
Value ($000) $60 Shares 385 Est. Cost $156.05 Unrealized
LLY ELI LILLY & CO 0.1%
Value ($000) $60 Shares 111 Est. Cost $506.78 Unrealized 0.0%
FXL FIRST TR EXCHANGE TRADED FD 0.1%
Value ($000) $59 Shares 530 Est. Cost $115.82 Unrealized
AGG ISHARES TR 0.0%
Value ($000) $58 Shares 620 Est. Cost $106.45 Unrealized
C CITIGROUP INC 0.0%
Value ($000) $58 Shares 1,400 Est. Cost $46.98 Unrealized -13.9%
LXP INDUSTRIAL TRUST 0.0%
Value ($000) $57 Shares 6,437 Est. Cost $8.90 Unrealized
SNSR GLOBAL X FDS 0.0%
Value ($000) $56 Shares 1,830 Est. Cost $33.33 Unrealized
CSX CSX CORP 0.0%
Value ($000) $55 Shares 1,800 Est. Cost $30.43 Unrealized +0.5%
DOW DOW INC 0.0%
Value ($000) $55 Shares 1,064 Est. Cost $45.31 Unrealized +2.2%
XLC SELECT SECTOR SPDR TR 0.0%
Value ($000) $53 Shares 801 Est. Cost $65.57 Unrealized
GDX VANECK ETF TRUST 0.0%
Value ($000) $51 Shares 1,899 Est. Cost $29.76 Unrealized
MS MORGAN STANLEY 0.0%
Value ($000) $51 Shares 625 Est. Cost $73.70 Unrealized +8.9%
ABRDN INCOME CREDIT STRATEGI 0.0%
Value ($000) $41 Shares 5,999 Est. Cost $6.78 Unrealized
HEDJ WISDOMTREE TR 0.0%
Value ($000) $40 Shares 1,022 Est. Cost $51.22 Unrealized
TXN TEXAS INSTRS INC 0.0%
Value ($000) $40 Shares 250 Est. Cost $159.07 Unrealized -0.1%
MAR MARRIOTT INTL INC NEW 0.0%
Value ($000) $36 Shares 182 Est. Cost $194.07 Unrealized 0.0%
INTC INTEL CORP 0.0%
Value ($000) $36 Shares 1,000 Est. Cost $30.72 Unrealized +11.4%
DXJ WISDOMTREE TR 0.0%
Value ($000) $34 Shares 380 Est. Cost $53.96 Unrealized
KWEB KRANESHARES TR 0.0%
Value ($000) $32 Shares 1,181 Est. Cost $26.97 Unrealized
FLTR VANECK ETF TRUST 0.0%
Value ($000) $29 Shares 1,136 Est. Cost $25.32 Unrealized
CVS CVS HEALTH CORP 0.0%
Value ($000) $29 Shares 411 Est. Cost $69.49 Unrealized -7.1%
CSCO CISCO SYS INC 0.0%
Value ($000) $27 Shares 501 Est. Cost $45.50 Unrealized +10.5%
NVS NOVARTIS AG 0.0%
Value ($000) $24 Shares 250 Est. Cost $100.91 Unrealized
BLOK AMPLIFY ETF TR 0.0%
Value ($000) $24 Shares 1,200 Est. Cost $47.50 Unrealized
ACWX ISHARES TR 0.0%
Value ($000) $23 Shares 499 Est. Cost $47.37 Unrealized
BAM BROOKFIELD ASSET MANAGMT LTD 0.0%
Value ($000) $20 Shares 433 Est. Cost $29.35 Unrealized +6.0%
VT VANGUARD INTL EQUITY INDEX F 0.0%
Value ($000) $19 Shares 200 Est. Cost $93.18 Unrealized
PICK ISHARES INC 0.0%
Value ($000) $18 Shares 460 Est. Cost $40.46 Unrealized
GOOGL ALPHABET INC 0.0%
Value ($000) $17 Shares 130 Est. Cost $109.98 Unrealized +16.7%
GII SPDR INDEX SHS FDS 0.0%
Value ($000) $16 Shares 332 Est. Cost $51.20 Unrealized
ADP AUTOMATIC DATA PROCESSING IN 0.0%
Value ($000) $16 Shares 67 Est. Cost $203.27 Unrealized +13.7%
EWJ ISHARES INC 0.0%
Value ($000) $16 Shares 261 Est. Cost $60.29 Unrealized
PEP PEPSICO INC 0.0%
Value ($000) $15 Shares 87 Est. Cost $167.15 Unrealized 0.0%
ECL ECOLAB INC 0.0%
Value ($000) $15 Shares 87 Est. Cost $177.30 Unrealized 0.0%
UNH UNITEDHEALTH GROUP INC 0.0%
Value ($000) $14 Shares 27 Est. Cost $469.94 Unrealized 0.0%
CRM SALESFORCE INC 0.0%
Value ($000) $13 Shares 62 Est. Cost $208.85 Unrealized +2.2%
URA GLOBAL X FDS 0.0%
Value ($000) $12 Shares 435 Est. Cost $22.99 Unrealized
IXN ISHARES TR 0.0%
Value ($000) $12 Shares 200 Est. Cost $57.84 Unrealized
GILD GILEAD SCIENCES INC 0.0%
Value ($000) $11 Shares 150 Est. Cost $72.58 Unrealized -2.6%
PM PHILIP MORRIS INTL INC 0.0%
Value ($000) $11 Shares 120 Est. Cost $86.18 Unrealized 0.0%
GLW CORNING INC 0.0%
Value ($000) $11 Shares 345 Est. Cost $31.05 Unrealized -1.1%
SLB SCHLUMBERGER LTD 0.0%
Value ($000) $10 Shares 180 Est. Cost $29.28 Unrealized +85.8%
TMO THERMO FISHER SCIENTIFIC INC 0.0%
Value ($000) $10 Shares 20 Est. Cost $528.90 Unrealized 0.0%
HD HOME DEPOT INC 0.0%
Value ($000) $9 Shares 31 Est. Cost $302.97 Unrealized 0.0%
CVX CHEVRON CORP NEW 0.0%
Value ($000) $9 Shares 55 Est. Cost $145.76 Unrealized 0.0%
MRK MERCK & CO INC 0.0%
Value ($000) $9 Shares 90 Est. Cost $65.77 Unrealized +51.8%
SPGI S&P GLOBAL INC 0.0%
Value ($000) $9 Shares 25 Est. Cost $385.89 Unrealized 0.0%
BDX BECTON DICKINSON & CO 0.0%
Value ($000) $9 Shares 35 Est. Cost $241.97 Unrealized +6.7%
RTX RTX CORPORATION 0.0%
Value ($000) $8 Shares 112 Est. Cost $81.24 Unrealized 0.0%
CME CME GROUP INC 0.0%
Value ($000) $8 Shares 40 Est. Cost $180.18 Unrealized 0.0%
BLACKROCK INC 0.0%
Value ($000) $8 Shares 12 Est. Cost $646.50 Unrealized
ICE INTERCONTINENTAL EXCHANGE IN 0.0%
Value ($000) $8 Shares 70 Est. Cost $111.18 Unrealized 0.0%
VSS VANGUARD INTL EQUITY INDEX F 0.0%
Value ($000) $7 Shares 70 Est. Cost $106.20 Unrealized
XLB SELECT SECTOR SPDR TR 0.0%
Value ($000) $7 Shares 92 Est. Cost $78.55 Unrealized
TOTALENERGIES SE 0.0%
Value ($000) $7 Shares 100 Est. Cost $65.76 Unrealized
KLG WK KELLOGG CO 0.0%
Value ($000) $7 Shares 443 Est. Cost $14.68 Unrealized
TRV TRAVELERS COMPANIES INC 0.0%
Value ($000) $6 Shares 39 Est. Cost $159.78 Unrealized 0.0%
SIHY HARBOR ETF TRUST 0.0%
Value ($000) $6 Shares 130 Est. Cost $42.95 Unrealized
GPC GENUINE PARTS CO 0.0%
Value ($000) $5 Shares 38 Est. Cost $144.49 Unrealized 0.0%
INDA ISHARES TR 0.0%
Value ($000) $5 Shares 123 Est. Cost $44.22 Unrealized
CNYA ISHARES TR 0.0%
Value ($000) $5 Shares 183 Est. Cost $28.23 Unrealized
XYZ BLOCK INC 0.0%
Value ($000) $5 Shares 115 Est. Cost $121.07 Unrealized -48.9%
TD TORONTO DOMINION BK ONT 0.0%
Value ($000) $5 Shares 60 Est. Cost $62.34 Unrealized 0.0%
PG PROCTER AND GAMBLE CO 0.0%
Value ($000) $4 Shares 29 Est. Cost $144.12 Unrealized 0.0%
CTVA CORTEVA INC 0.0%
Value ($000) $3 Shares 64 Est. Cost $56.63 Unrealized -9.0%
ARKG ARK ETF TR 0.0%
Value ($000) $3 Shares 112 Est. Cost $27.86 Unrealized
VZ VERIZON COMMUNICATIONS INC 0.0%
Value ($000) $3 Shares 90 Est. Cost $28.99 Unrealized 0.0%
CARR CARRIER GLOBAL CORPORATION 0.0%
Value ($000) $3 Shares 50 Est. Cost $42.52 Unrealized +25.7%
GEVO GEVO INC 0.0%
Value ($000) $2 Shares 1,500 Est. Cost $6.19 Unrealized -76.1%
BROOKFIELD REINS LTD 0.0%
Value ($000) $0 Shares 11 Est. Cost $42.45 Unrealized
EMBC EMBECTA CORP 0.0%
Value ($000) $0 Shares 7 Est. Cost $16.94 Unrealized 0.0%
T AT&T INC 0.0%
Value ($000) $0 Shares 2 Est. Cost $12.95 Unrealized 0.0%