LGT Financial Advisors LLC

**LGT Financial Advisors LLC** manages $16M across a diversified portfolio of 263 positions. The strategy exhibits notable concentration in income-generating and mega-cap technology names, highlighted by the largest allocation to JEPI at $2.2M. Further significant exposure includes MSFT ($1.6M), AAPL ($1.3M), and XOM ($1.0M). This positioning suggests a tactical focus on yield generation combined with established tech anchors.

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