• 13F History

LFA - Lugano Financial Advisors SA

13F Filings History

Latest 13F report
Q4 2024 - Feb 10, 2025
Value $
$153M
Signature - Title
Tuomas Ahonen - Portfolio Manager
Location
Lugano, Switzerland
Summary
This page shows a list of all the recent 13F filings made by LFA - Lugano Financial Advisors SA. Form 13F is required to be filed within 45 days of the end of a calendar quarter. LFA - Lugano Financial Advisors SA reported 193 stock holdings with total value $153M as of Q4 2024. Top holdings included SPY, SDVY, GLD, SUSA, and SUSB.
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q4 2024 193 $153M +$20.3M -$12.9M +$7.48M SPY, SDVY, GLD, SUSA, SUSB 13F-HR 2/10/2025, 08:54 AM
Q3 2024 183 $147M +$10.5M -$972K +$9.53M SPY, GLD, SUSB, SUSA, CIBR 13F-HR 11/7/2024, 11:13 AM
Q2 2024 172 $131M +$7.97M -$15.2M -$7.19M SPY, GLD, SUSA, SUSB, PDBC 13F-HR 7/30/2024, 11:19 AM
Q1 2024 160 $137M +$10.8M -$5.82M +$4.98M SPY, SUSB, GLD, PDBC, CIBR 13F-HR 5/3/2024, 10:38 AM
Q4 2023 170 $127M +$35M -$33.1M +$1.94M SPY, SUSB, GLD, PDBC, CIBR 13F-HR 1/22/2024, 09:55 AM
Q3 2023 174 $117M +$9.39M -$26M -$16.6M SPY, PDBC, IEF, EMB, VCIT 13F-HR 10/23/2023, 09:46 AM
Q2 2023 163 $150M +$19M -$788K +$18.2M SPY, FTLS, EMB, PDBC, IEF 13F-HR 8/7/2023, 10:49 AM
Q1 2023 110 $132M +$8.75M -$12M -$3.29M SPY, FTLS, EMB, PDBC, IEF 13F-HR 5/9/2023, 10:25 AM
Q4 2022 116 $135M +$15.8M -$12.4M +$3.43M SPY, FTLS, VCSH, PDBC, EMB 13F-HR 2/8/2023, 10:53 AM
Q3 2022 112 $127M +$11.4M -$11.7M -$365K SPY, PDBC, FTLS, QAI, EMB 13F-HR 11/8/2022, 09:03 AM
Q2 2022 127 $143M +$18.4M -$8.47M +$9.89M SPY, PDBC, FTLS, EMB, QAI 13F-HR 7/29/2022, 09:10 AM
Q1 2022 107 $150M +$4.54M -$19.9M -$15.3M SPY, PDBC, FTLS, EMB, QAI 13F-HR 5/9/2022, 07:39 AM
Q4 2021 116 $173M +$45.5M -$15.3M +$30.2M VNQ, SPY, FTLS, PDBC, GLD 13F-HR 1/20/2022, 07:27 AM
Q3 2021 103 $152M +$12.1M -$16.1M -$3.99M PDBC, GLD, SPY, EMB, QAI 13F-HR 10/26/2021, 10:09 AM
Q2 2021 96 $159M +$9.88M -$816K +$9.06M PDBC, GLD, SPY, FEZ, EMB 13F-HR 7/27/2021, 10:24 AM
Q1 2021 92 $143M +$26.6M -$15M +$11.6M GLD, PDBC, EMB, SPY, QAI 13F-HR 4/27/2021, 09:39 AM
Q4 2020 102 $129M +$24.5M -$5.15M +$19.3M PDBC, SPY, EMB, VCIT, FEZ 13F-HR 1/25/2021, 07:33 AM
Q3 2020 109 $108M +$12.2M -$3.4M +$8.81M SPY, PDBC, VCIT, EMB, FEZ 13F-HR 10/23/2020, 09:44 AM
Q2 2020 111 $94.7M SPY, VCIT, PDBC, EMB, FEZ 13F-HR 7/10/2020, 10:30 AM
Q1 2020 55 $50.2M VCIT, EMB, IEI, GLD, QAI 13F-HR 4/8/2020, 10:23 AM
Q4 2019 135 $137M +$11.1M -$39.2M -$28.1M SPY, VCIT, EMB, IEI, MNA 13F-HR 1/10/2020, 09:35 AM
Q2 2019 158 $161M +$7.07M -$16.1M -$9.02M VCIT, SPY, IEI, EMB, MNA 13F-HR 8/2/2019, 10:45 AM
Q1 2019 135 $167M +$91.8M -$56M +$35.9M VCIT, SPY, IEI, EMB, MNA Restatement 5/2/2019, 08:47 AM
Q4 2018 117 $123M SPY, VCSH, FLTR, MNA, FEZ 13F-HR 2/7/2019, 11:46 AM
Q3 2018 158 $144M +$57M -$17M +$40M SPY, VCSH, FLTR, MNA, FEZ 13F-HR 10/11/2018, 12:36 PM
Q2 2018 130 $104M SPY, ASHR, MNA, IGIB, PICK Restatement 9/4/2018, 12:06 PM