Managed by Lgt Financial Advisors Llc • Latest filing Q2 2026
Overlap peers will appear here as data populates
Related fund suggestions coming soon.
| 5 | K KO — | $5.3M | 94.6K | 0.00% | — |
| 6 | P PFE — | $5.3M | 129.8K | 0.00% | — |
| 7 | K KO — | $4.4M | 72.1K | 0.00% | — |
| 8 | P PFE — | $4.1M | 122.6K | 0.00% | — |
| 9 | X XOM — | $3.9M | 32.8K | 0.00% | — |
| 10 | S SPY — | $3.8M | 5.0K | 0.00% | — |
| 11 | X XOM — | $3.7M | 33.3K | 0.00% | — |
| 12 | X XOM — | $3.6M | 33.4K | 0.00% | — |
| 13 | P PFE — | $3.5M | 122.0K | 0.00% | — |
| 14 | P PFE — | $3.4M | 121.1K | 0.00% | — |
| 15 | S SPY — | $3.3M | 5.0K | 0.00% | — |
| 16 | X XOM — | $3.3M | 32.8K | 0.00% | — |
| 17 | S SPY — | $3.3M | 5.0K | 0.00% | — |
| 18 | C CVX — | $3.1M | 19.9K | 0.00% | — |
| 19 | M MSFT — | $3M | 8.9K | 0.00% | — |
| 20 | I IAU — | $2.6M | 3.9K | 0.00% | — |