0001737871-24-000004.txt : 20240730
0001737871-24-000004.hdr.sgml : 20240730
20240730111949
ACCESSION NUMBER: 0001737871-24-000004
CONFORMED SUBMISSION TYPE: 13F-HR
PUBLIC DOCUMENT COUNT: 2
CONFORMED PERIOD OF REPORT: 20240630
FILED AS OF DATE: 20240730
DATE AS OF CHANGE: 20240730
EFFECTIVENESS DATE: 20240730
FILER:
COMPANY DATA:
COMPANY CONFORMED NAME: LFA - Lugano Financial Advisors SA
CENTRAL INDEX KEY: 0001737871
ORGANIZATION NAME:
IRS NUMBER: 000000000
STATE OF INCORPORATION: V8
FISCAL YEAR END: 1217
FILING VALUES:
FORM TYPE: 13F-HR
SEC ACT: 1934 Act
SEC FILE NUMBER: 028-18897
FILM NUMBER: 241155529
BUSINESS ADDRESS:
STREET 1: VIA F. PELLI 3
CITY: LUGANO
STATE: V8
ZIP: 6900
BUSINESS PHONE: 0919124961
MAIL ADDRESS:
STREET 1: VIA F. PELLI 3
CITY: LUGANO
STATE: V8
ZIP: 6900
13F-HR
1
primary_doc.xml
X0202
13F-HR
LIVE
false
false
false
0001737871
XXXXXXXX
06-30-2024
06-30-2024
LFA - Lugano Financial Advisors SA
VIA F. PELLI 3
LUGANO
V8
6900
13F HOLDINGS REPORT
028-18897
N
Tuomas Ahonen
Portfolio Manager
0041919226917
Tuomas Ahonen
Lugano
V8
07-30-2024
0
172
131283102
false
INFORMATION TABLE
2
2024q213fsecuritylist.xml
SCHLUMBERGER LTD
COM STK
806857108
3774
80
SH
SOLE
80
0
0
AT&T INC
COM
00206R102
57330
3000
SH
SOLE
3000
0
0
ABBOTT LABS
COM
002824100
231408
2227
SH
SOLE
2227
0
0
ABBVIE INC
COM
00287Y109
205824
1200
SH
SOLE
1200
0
0
ALPHABET INC
CAP STK CL C
02079K107
546592
2980
SH
SOLE
2980
0
0
ALPHABET INC
CAP STK CL A
02079K305
287797
1580
SH
SOLE
1580
0
0
ALTRIA GROUP INC
COM
02209S103
59215
1300
SH
SOLE
1300
0
0
AMAZON COM INC
COM
023135106
2104106
10888
SH
SOLE
10888
0
0
AMERICAN ELEC PWR CO INC
COM
025537101
98708
1125
SH
SOLE
1125
0
0
AMPHENOL CORP NEW
CL A
032095101
16573
246
SH
SOLE
246
0
0
APPLE INC
COM
037833100
896188
4255
SH
SOLE
4255
0
0
ASTRAZENECA PLC
SPONSORED ADR
046353108
148181
1900
SH
SOLE
1900
0
0
AUTODESK INC
COM
052769106
70028
283
SH
SOLE
283
0
0
AUTOMATIC DATA PROCESSING IN
COM
053015103
15992
67
SH
SOLE
67
0
0
BANK AMERICA CORP
COM
060505104
130366
3278
SH
SOLE
3278
0
0
BERKSHIRE HATHAWAY INC DEL
CL B NEW
084670702
4068
10
SH
SOLE
10
0
0
BLACKSTONE INC
COM
09260D107
247600
2000
SH
SOLE
2000
0
0
BOEING CO
COM
097023105
36402
200
SH
SOLE
200
0
0
BOOKING HOLDINGS INC
COM
09857L108
59423
15
SH
SOLE
15
0
0
BROADCOM INC
COM
11135F101
4495
28
SH
SOLE
28
0
0
CVS HEALTH CORP
COM
126650100
77723
1316
SH
SOLE
1316
0
0
CARRIER GLOBAL CORPORATION
COM
14448C104
56141
890
SH
SOLE
890
0
0
CATERPILLAR INC
COM
149123101
416375
1250
SH
SOLE
1250
0
0
CHEVRON CORP NEW
COM
166764100
51619
330
SH
SOLE
330
0
0
CISCO SYS INC
COM
17275R102
23755
500
SH
SOLE
500
0
0
CITIGROUP INC
COM NEW
172967424
88844
1400
SH
SOLE
1400
0
0
COCA COLA CO
COM
191216100
178220
2800
SH
SOLE
2800
0
0
COLGATE PALMOLIVE CO
COM
194162103
67928
700
SH
SOLE
700
0
0
COMCAST CORP NEW
CL A
20030N101
54824
1400
SH
SOLE
1400
0
0
CONSOLIDATED EDISON INC
COM
209115104
117677
1316
SH
SOLE
1316
0
0
CORNING INC
COM
219350105
13403
345
SH
SOLE
345
0
0
DEERE & CO
COM
244199105
162155
434
SH
SOLE
434
0
0
DIAGEO PLC
SPON ADR NEW
25243Q205
88256
700
SH
SOLE
700
0
0
DISNEY WALT CO
COM
254687106
29787
300
SH
SOLE
300
0
0
DOW INC
COM
260557103
53050
1000
SH
SOLE
1000
0
0
DUPONT DE NEMOURS INC
COM
26614N102
64392
800
SH
SOLE
800
0
0
ECOLAB INC
COM
278865100
20706
87
SH
SOLE
87
0
0
EDWARDS LIFESCIENCES CORP
COM
28176E108
92370
1000
SH
SOLE
1000
0
0
ELECTRONIC ARTS INC
COM
285512109
108677
780
SH
SOLE
780
0
0
EXXON MOBIL CORP
COM
30231G102
93593
813
SH
SOLE
813
0
0
META PLATFORMS INC
CL A
30303M102
143703
285
SH
SOLE
285
0
0
FIRST TR EXCHANGE TRADED FD
NASDAQ CYB ETF
33734X846
4309811
76388
SH
SOLE
76388
0
0
FIRST TR EXCHANGE-TRADED FD
SENIOR LN FD
33738D309
149472
3270
SH
SOLE
3270
0
0
FIRST TR EXCH TRADED FD III
LNG/SHT EQUITY
33739P103
3252615
51967
SH
SOLE
51967
0
0
FIRST TR EXCH TRADED FD III
INSTL PFD SECS
33739P855
440880
24000
SH
SOLE
24000
0
0
GALLAGHER ARTHUR J & CO
COM
363576109
102427
395
SH
SOLE
395
0
0
GILEAD SCIENCES INC
COM
375558103
10292
150
SH
SOLE
150
0
0
GLOBAL X FDS
RENEWABLE ENERGY
37954Y707
635606
63880
SH
SOLE
63880
0
0
GLOBAL X FDS
GLOBAL X URANIUM
37954Y871
12593
435
SH
SOLE
435
0
0
GRAYSCALE BITCOIN TR BTC
SHS REP COM UT
389637109
130562
2750
SH
SOLE
2750
0
0
HOME DEPOT INC
COM
437076102
61963
180
SH
SOLE
180
0
0
HONEYWELL INTL INC
COM
438516106
177665
832
SH
SOLE
832
0
0
HUMANA INC
COM
444859102
21298
57
SH
SOLE
57
0
0
INDEXIQ ETF TR
HEDGE MLTI ETF
45409B107
2777154
89499
SH
SOLE
89499
0
0
INVESCO QQQ TR
UNIT SER 1
46090E103
2367283
4941
SH
SOLE
4941
0
0
INVESCO ACTVELY MNGD ETC FD
OPTIMUM YIELD
46090F100
4436035
315732
SH
SOLE
315732
0
0
INVESCO EXCHANGE TRADED FD T
GBL LISTED PVT
46137V118
770345
12610
SH
SOLE
12610
0
0
INVESCO EXCHANGE TRADED FD T
WILDERHIL CLAN
46137V134
100750
5000
SH
SOLE
5000
0
0
INVESCO EXCH TRADED FD TR II
GLOBAL WATER
46138E651
464536
11497
SH
SOLE
11497
0
0
INVESCO EXCH TRADED FD TR II
SR LN ETF
46138G508
127608
6065
SH
SOLE
6065
0
0
INVESCO EXCH TRADED FD TR II
SOLAR ETF
46138G706
28147
700
SH
SOLE
700
0
0
INVESCO EXCH TRADED FD TR II
VAR RATE PFD
46138G870
227955
9514
SH
SOLE
9514
0
0
ISHARES INC
US INTL HGH YLD
464286178
124355
2845
SH
SOLE
2845
0
0
ISHARES INC
MSCI WORLD ETF
464286392
275511
1868
SH
SOLE
1868
0
0
ISHARES INC
MSCI SWITZERLAND
464286749
636565
13204
SH
SOLE
13204
0
0
ISHARES INC
MSCI GERMANY ETF
464286806
68068
2223
SH
SOLE
2223
0
0
ISHARES TR
CORE S&P500 ETF
464287200
140638
257
SH
SOLE
257
0
0
ISHARES TR
GLOBAL TECH ETF
464287291
74538
900
SH
SOLE
900
0
0
ISHARES TR
S&P 500 VAL ETF
464287408
254814
1400
SH
SOLE
1400
0
0
ISHARES TR
20 YR TR BD ETF
464287432
13308
145
SH
SOLE
145
0
0
ISHARES TR
7-10 YR TRSY BD
464287440
2994178
31972
SH
SOLE
31972
0
0
ISHARES TR
1 3 YR TREAS BD
464287457
2199651
26940
SH
SOLE
26940
0
0
ISHARES TR
MSCI EAFE ETF
464287465
1761015
22482
SH
SOLE
22482
0
0
ISHARES TR
ISHARES BIOTECH
464287556
164712
1200
SH
SOLE
1200
0
0
ISHARES TR
US CONSM STAPLES
464287812
118942
1809
SH
SOLE
1809
0
0
ISHARES TR
MSCI ACWI EX US
464288240
26512
499
SH
SOLE
499
0
0
ISHARES TR
JPMORGAN USD EMG
464288281
1400904
15833
SH
SOLE
15833
0
0
ISHARES TR
IBOXX HI YD ETF
464288513
170634
2212
SH
SOLE
2212
0
0
ISHARES TR
ISHS 5-10YR INVT
464288638
3920519
76483
SH
SOLE
76483
0
0
ISHARES TR
10-20 YR TRS ETF
464288653
105165
1024
SH
SOLE
1024
0
0
ISHARES TR
PFD AND INCM SEC
464288687
100171
3175
SH
SOLE
3175
0
0
ISHARES TR
US AER DEF ETF
464288760
109602
830
SH
SOLE
830
0
0
ISHARES TR
MSCI USA ESG SLC
464288802
5533773
49246
SH
SOLE
49246
0
0
ISHARES TR
A RATE CP BD ETF
46429B291
3949783
84289
SH
SOLE
84289
0
0
ISHARES TR
MSCI INDIA ETF
46429B598
14001
251
SH
SOLE
251
0
0
ISHARES TR
CORE MSCI EAFE
46432F842
118258
1628
SH
SOLE
1628
0
0
ISHARES INC
CORE MSCI EMKT
46434G103
35330
660
SH
SOLE
660
0
0
ISHARES INC
MSCI EMRG CHN
46434G764
209982
3547
SH
SOLE
3547
0
0
ISHARES INC
MSCI JPN ETF NEW
46434G822
35758
524
SH
SOLE
524
0
0
ISHARES INC
MSCI GBL ETF NEW
46434G848
18782
460
SH
SOLE
460
0
0
ISHARES TR
MSCI CHINA A
46434V514
9803
387
SH
SOLE
387
0
0
ISHARES TR
HDG MSCI JAPAN
46434V886
289333
6630
SH
SOLE
6630
0
0
ISHARES TR
ESG AWRE 1 5 YR
46435G243
5410380
220922
SH
SOLE
220922
0
0
ISHARES TR
MSCI UK ETF NEW
46435G334
415735
11919
SH
SOLE
11919
0
0
ISHARES TR
MSCI GBL SUS DEV
46435G532
93838
1250
SH
SOLE
1250
0
0
ISHARES TR
USD GRN BOND ETF
46435U440
277332
5959
SH
SOLE
5959
0
0
ISHARES TR
IBDS DEC28 ETF
46435U515
3171699
128046
SH
SOLE
128046
0
0
ISHARES TR
IBONDS DEC 29
46436E205
3493402
154098
SH
SOLE
154098
0
0
JPMORGAN CHASE & CO.
COM
46625H100
301367
1490
SH
SOLE
1490
0
0
JOHNSON & JOHNSON
COM
478160104
28501
195
SH
SOLE
195
0
0
KKR & CO INC
COM
48251W104
299934
2850
SH
SOLE
2850
0
0
KRANESHARES TRUST
CSI CHI INTERNET
500767306
54040
2000
SH
SOLE
2000
0
0
LENNAR CORP
CL A
526057104
89323
596
SH
SOLE
596
0
0
ELI LILLY & CO
COM
532457108
138523
153
SH
SOLE
153
0
0
LITMAN GREGORY FDS TR
IMGP DBI MANAGED
53700T827
288576
9600
SH
SOLE
9600
0
0
MARRIOTT INTL INC NEW
CL A
571903202
44002
182
SH
SOLE
182
0
0
MASTERCARD INCORPORATED
CL A
57636Q104
122642
278
SH
SOLE
278
0
0
MCDONALDS CORP
COM
580135101
127420
500
SH
SOLE
500
0
0
MERCK & CO INC
COM
58933Y105
84308
681
SH
SOLE
681
0
0
MICROSOFT CORP
COM
594918104
2426939
5430
SH
SOLE
5430
0
0
MONDELEZ INTL INC
CL A
609207105
150512
2300
SH
SOLE
2300
0
0
NETFLIX INC
COM
64110L106
4724
7
SH
SOLE
7
0
0
NIKE INC
CL B
654106103
14320
190
SH
SOLE
190
0
0
NVIDIA CORPORATION
COM
67066G104
101303
820
SH
SOLE
820
0
0
NUSHARES ETF TR
NUVEEN ESG MIDCP
67092P409
1945001
46520
SH
SOLE
46520
0
0
PAYPAL HLDGS INC
COM
70450Y103
58030
1000
SH
SOLE
1000
0
0
PEPSICO INC
COM
713448108
121059
734
SH
SOLE
734
0
0
PFIZER INC
COM
717081103
111920
4000
SH
SOLE
4000
0
0
PIMCO ETF TR
ENHANCD SHORT
72201R643
977031
9900
SH
SOLE
9900
0
0
QUALCOMM INC
COM
747525103
162332
815
SH
SOLE
815
0
0
QUANTUMSCAPE CORP
COM CL A
74767V109
9840
2000
SH
SOLE
2000
0
0
RESMED INC
COM
761152107
59723
312
SH
SOLE
312
0
0
SPDR S&P 500 ETF TR
TR UNIT
78462F103
22643362
41607
SH
SOLE
41607
0
0
SPDR GOLD TR
GOLD SHS
78463V107
5573704
25923
SH
SOLE
25923
0
0
SPDR INDEX SHS FDS
EURO STOXX 50
78463X202
2017310
40322
SH
SOLE
40322
0
0
SPDR SER TR
BLOOMBERG SHORT
78464A334
200043
7802
SH
SOLE
7802
0
0
SPDR SER TR
BBG CONV SEC ETF
78464A359
1007471
13981
SH
SOLE
13981
0
0
SPDR SER TR
BLOOMBERG EMERGI
78464A391
142910
7185
SH
SOLE
7185
0
0
SPDR DOW JONES INDL AVERAGE
UT SER 1
78467X109
195565
500
SH
SOLE
500
0
0
SPDR SER TR
BLOOMBERG SHT TE
78468R408
2782782
111445
SH
SOLE
111445
0
0
SPDR SER TR
PRTFLO S&P500 HI
78468R788
108219
2690
SH
SOLE
2690
0
0
SALESFORCE INC
COM
79466L302
15940
62
SH
SOLE
62
0
0
SELECT SECTOR SPDR TR
SBI HEALTHCARE
81369Y209
33231
228
SH
SOLE
228
0
0
SELECT SECTOR SPDR TR
SBI CONS STPLS
81369Y308
306320
4000
SH
SOLE
4000
0
0
SELECT SECTOR SPDR TR
SBI CONS DISCR
81369Y407
237120
1300
SH
SOLE
1300
0
0
SELECT SECTOR SPDR TR
ENERGY
81369Y506
166805
1830
SH
SOLE
1830
0
0
SELECT SECTOR SPDR TR
FINANCIAL
81369Y605
300103
7300
SH
SOLE
7300
0
0
SELECT SECTOR SPDR TR
INDL
81369Y704
426545
3500
SH
SOLE
3500
0
0
SELECT SECTOR SPDR TR
TECHNOLOGY
81369Y803
183925
813
SH
SOLE
813
0
0
SELECT SECTOR SPDR TR
COMMUNICATION
81369Y852
68614
801
SH
SOLE
801
0
0
SOLVENTUM CORP
COM SHS
83444M101
7932
150
SH
SOLE
150
0
0
BLOCK INC
CL A
852234103
7416
115
SH
SOLE
115
0
0
TESLA INC
COM
88160R101
143067
723
SH
SOLE
723
0
0
3M CO
COM
88579Y101
61314
600
SH
SOLE
600
0
0
TOTALENERGIES SE
SPONSORED ADS
89151E109
3267
49
SH
SOLE
49
0
0
UNILEVER PLC
SPON ADR NEW
904767704
60489
1100
SH
SOLE
1100
0
0
VANECK ETF TRUST
GOLD MINERS ETF
92189F106
129816
3826
SH
SOLE
3826
0
0
VANECK ETF TRUST
BIOTECH ETF
92189F726
52207
310
SH
SOLE
310
0
0
VANECK ETF TRUST
OIL SERVICES ETF
92189H607
63236
200
SH
SOLE
200
0
0
VANGUARD BD INDEX FDS
LONG TERM BOND
921937793
3368437
47922
SH
SOLE
47922
0
0
VANGUARD BD INDEX FDS
INTERMED TERM
921937819
1098337
14666
SH
SOLE
14666
0
0
VANGUARD BD INDEX FDS
TOTAL BND MRKT
921937835
350739
4868
SH
SOLE
4868
0
0
VANGUARD WHITEHALL FDS
HIGH DIV YLD
921946406
184423
1555
SH
SOLE
1555
0
0
VANGUARD WHITEHALL FDS
EM MK GOV BD ETF
921946885
4017999
63869
SH
SOLE
63869
0
0
VANGUARD CHARLOTTE FDS
TOTAL INT BD ETF
92203J407
501642
10307
SH
SOLE
10307
0
0
VANGUARD INTL EQUITY INDEX F
TT WRLD ST ETF
922042742
101367
900
SH
SOLE
900
0
0
VANGUARD WORLD FD
HEALTH CAR ETF
92204A504
678300
2550
SH
SOLE
2550
0
0
VANGUARD WORLD FD
INF TECH ETF
92204A702
778397
1350
SH
SOLE
1350
0
0
VANGUARD SCOTTSDALE FDS
SHRT TRM CORP BD
92206C409
3788871
49031
SH
SOLE
49031
0
0
VANGUARD SCOTTSDALE FDS
VNG RUS2000IDX
92206C664
81970
1000
SH
SOLE
1000
0
0
VANGUARD SCOTTSDALE FDS
INTER TERM TREAS
92206C706
3354863
57614
SH
SOLE
57614
0
0
VANGUARD SCOTTSDALE FDS
LG-TERM COR BD
92206C813
486111
6408
SH
SOLE
6408
0
0
VANGUARD SCOTTSDALE FDS
INT-TERM CORP
92206C870
1269448
15882
SH
SOLE
15882
0
0
VANGUARD INDEX FDS
MID CAP ETF
922908629
193680
800
SH
SOLE
800
0
0
VERIZON COMMUNICATIONS INC
COM
92343V104
72582
1760
SH
SOLE
1760
0
0
VISA INC
COM CL A
92826C839
260108
991
SH
SOLE
991
0
0
WARNER BROS DISCOVERY INC
COM SER A
934423104
37200
5000
SH
SOLE
5000
0
0
WELLS FARGO CO NEW
COM
949746101
38366
646
SH
SOLE
646
0
0
WISDOMTREE TR
JAPN HEDGE EQT
97717W851
42872
380
SH
SOLE
380
0
0
WISDOMTREE TR
EUROPE HEDGED EQ
97717X701
46205
1022
SH
SOLE
1022
0
0
YUM BRANDS INC
COM
988498101
128486
970
SH
SOLE
970
0
0
ZOETIS INC
CL A
98978V103
173360
1000
SH
SOLE
1000
0
0