Portfolio (Quarterly)
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LFA - Lugano Financial Advisors SA
· CIK 0001737871| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Chg Shares | Chg % | Period Price ① | Since Period ① |
|---|---|---|---|---|---|---|---|---|---|---|
| 141 | IBIT | ISHARES BITCOIN TRUST ETF | Financial Services | 1,193.0 | $59K | 0.03% | +388.0 | +48.2% | $49.65 | -11.4% |
| 142 | WFC | WELLS FARGO CO NEW | Financial Services | 635.0 | $59K | 0.03% | — | — | $93.20 | -18.7% |
| 143 | BBH | VANECK ETF TRUST | — | 310.0 | $59K | 0.03% | — | — | $189.26 | -2.8% |
| 144 | BIV | VANGUARD BD INDEX FDS | — | 735.0 | $57K | 0.03% | — | — | $77.88 | -2.1% |
| 145 | MAR | MARRIOTT INTL INC NEW | Consumer Cyclical | 182.0 | $56K | 0.03% | — | — | $310.24 | +19.4% |
| 146 | EWJ | ISHARES INC | — | 696.0 | $56K | 0.03% | +172.0 | +32.8% | $80.74 | +13.2% |
| 147 | — | BERKSHIRE HATHAWAY INC DEL | — | 109.0 | $55K | 0.03% | — | — | $502.65 | — |
| 148 | HEDJ | WISDOMTREE TR | — | 1,022.0 | $54K | 0.03% | — | — | $53.06 | +6.1% |
| 149 | PG | PROCTER AND GAMBLE CO | Consumer Defensive | 378.0 | $54K | 0.03% | — | — | $142.30 | +0.1% |
| 150 | HD | HOME DEPOT INC | Consumer Cyclical | 156.0 | $54K | 0.03% | +69.0 | +79.3% | $344.10 | -8.8% |
| 151 | BABA | ALIBABA GROUP HLDG LTD | Consumer Cyclical | 348.0 | $51K | 0.03% | — | — | $146.58 | -10.3% |
| 152 | APP | APPLOVIN CORP | Technology | 75.0 | $51K | 0.03% | — | — | $673.83 | -27.9% |
| 153 | AMD | ADVANCED MICRO DEVICES INC | Technology | 235.0 | $50K | 0.03% | — | — | $214.16 | +109.9% |
| 154 | INTC | INTEL CORP | Technology | 1,310.0 | $48K | 0.03% | — | — | $36.90 | +221.1% |
| 155 | TSM | TAIWAN SEMICONDUCTOR MFG LTD | Technology | 155.0 | $47K | 0.02% | +100.0 | +181.8% | $303.89 | +32.2% |
| 156 | CARR | CARRIER GLOBAL CORPORATION | Industrials | 890.0 | $47K | 0.02% | — | — | $52.61 | +18.2% |
| 157 | DXJ | WISDOMTREE TR | — | 320.0 | $46K | 0.02% | — | — | $144.16 | +17.3% |
| 158 | CVX | CHEVRON CORP NEW | Energy | 295.0 | $45K | 0.02% | — | — | $152.41 | +25.3% |
| 159 | SHYG | ISHARES TR | — | 1,040.0 | $45K | 0.02% | — | — | $42.87 | -1.0% |
| 160 | IEMG | ISHARES INC | — | 660.0 | $44K | 0.02% | — | — | $67.22 | +19.9% |
① Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.
Sector Allocation
Financial Services
73.9%
Technology
10.0%
Consumer Cyclical
6.1%
Communication Services
3.8%
Healthcare
2.2%
Industrials
1.8%
Consumer Defensive
1.3%
Utilities
0.4%
Energy
0.4%
Basic Materials
0.0%