LTG Capital LLC
LTG Capital LLC is a Massachusetts-based SEC-registered investment advisory and wealth management firm, founded in or before 2022, with approximately 4 employees. The firm is privately owned and operated, working as a fiduciary for its clients, including both high-net-worth and individual investors. LTG Capital aims to help clients organize their financial lives and align investment choices with personal values, focusing on long-term growth and wealth management for individuals seeking comprehensive, conflict-free advice.
Investment Strategy
LTG Capital LLC employs a fiduciary, commission-free advisory model, focusing on aligning clients’ investments with their personal values and long-term financial goals. The firm specializes in comprehensive financial planning and investment management, serving primarily individuals and high-net-worth clients. Their approach emphasizes transparent, goals-based financial guidance, and investment strategies designed to provide long-term growth, order, and peace of mind for clients, devoid of conflicts of interest or third-party commissions.
Top Holdings
Equity Positions (27)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
R RSP | INVESCO EXCHANGE TRADED FD T | 17.33% | $20.2M | 111,410 | $151.10 | $181.74 | +$910.9K |
I IJR | ISHARES TR | 12.56% | $14.7M | 134,269 | $99.02 | $109.29 | +$724.6K |
I IJH | ISHARES TR | 11.53% | $13.5M | 217,314 | $51.05 | $62.02 | +$824.1K |
S SSO | PROSHARES TR | 8.12% | $9.5M | 97,105 | $53.00 | $97.72 | +$1.5M |
M MVV | PROSHARES TR | 7.70% | $9.0M | 141,453 | $55.02 | $63.58 | +$734.1K |