Michael Radoff

Lgt Financial Advisors Llc

Assets Managed

$19.511M

Holdings

251

Last Quarter

2026 - Q1

Filed Date

28d ago

Growth Rate

19.51%(2Q avg: -22.64%)

Sustained Growth

1 quarters

Portfolio positions

This chart displays the top 10 holdings in Lgt Financial Advisors Llc's 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 251 positions.

Assets under management

The assets under management (AUM) of Lgt Financial Advisors Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 1 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 19.511M in assets, with a quarterly growth rate of 19.51% and a 2-quarter average growth rate of -22.64%. The portfolio is managed by Michael Radoff, and others.

Portfolio holdings

Investment	Portfolio %	Reported Value	Recent Activity
SPY Spdr S&p 500 Etf Trust Recent Activity New Position	16.81%	$3.28M 5,043 shares@ $650.35 avg price	New Position
JEPI Jpmorgan Equity Premium Inco Recent Activity Increased 6.78%	11.81%	$2.303M 40,625 shares@ $56.69 avg price	Increased 6.78%
XOM Exxon Mobil Corp Recent Activity Increased 0.6%	6.91%	$1.348M 7,946 shares@ $169.67 avg price	Increased 0.6%
MSFT Microsoft Corp Recent Activity Increased 1.64%	6.25%	$1.219M 3,293 shares@ $370.22 avg price	Increased 1.64%
AAPL Apple Inc Recent Activity Decreased -1.05%	6.2%	$1.208M 4,761 shares@ $253.79 avg price	Decreased -1.05%
CVX Chevron Corp Recent Activity Decreased -16.65%	5.44%	$1.06M 5,123 shares@ $206.91 avg price	Decreased -16.65%
MBB Ishares Mbs Etf Recent Activity Increased 7.24%	2.09%	$406,589 4,282 shares@ $94.96 avg price	Increased 7.24%
ABBV Abbvie Inc Recent Activity Increased 0.4%	1.69%	$329,387 1,514 shares@ $217.57 avg price	Increased 0.4%
AMZN Amazon.com Inc Recent Activity	1.61%	$313,030 1,503 shares@ $208.28 avg price
GOOGL Alphabet Inc-cl A Recent Activity	1.6%	$310,277 1,079 shares@ $287.56 avg price

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