LVW Advisors
Latest statistics and disclosures from LVW Advisors's latest quarterly 13F-HR filing:
- Top 5 stock holdings are SCHD, HEFA, SCHO, VONG, STIP, and represent 35.47% of LVW Advisors's stock portfolio.
- Added to shares of these 10 stocks: SCHO (+$21M), SUB (+$12M), TAFM (+$10M), BIV (+$8.9M), PYLD (+$6.8M), CGGO, SCHG, CGIE, VONG, STIP.
- Started 20 new stock positions in VRSK, ABNB, CRWD, ALL, AEE, FTNT, NGG, MRNA, SBAC, TWLO. SCHW, PPL, WPC, RYAAY, PLD, PYLD, CALX, BRK.A, GLD, AFL.
- Reduced shares in these 10 stocks: BSV (-$13M), IUSB (-$9.9M), MBB (-$6.8M), SPY (-$5.6M), SPGM, IGSB, , TLH, EFG, BND.
- Sold out of its positions in A, CCJ, NET, DHR, EIX, Aspen Technology, ES, FLR, FRPT, URTH.
- LVW Advisors was a net buyer of stock by $18M.
- LVW Advisors has $836M in assets under management (AUM), dropping by 0.70%.
- Central Index Key (CIK): 0001576053
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Portfolio Holdings for LVW Advisors
LVW Advisors holds 297 positions in its portfolio as reported in the March 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Schwab Strategic Tr Us Dividend Eq (SCHD) | 11.8 | $99M | 3.5M | 27.96 |
|
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| Ishares Tr Hdg Msci Eafe (HEFA) | 7.6 | $64M | +2% | 1.7M | 36.29 |
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| Schwab Strategic Tr Sht Tm Us Tres (SCHO) | 5.6 | $47M | +81% | 1.9M | 24.34 |
|
| Vanguard Scottsdale Fds Vng Rus1000grw (VONG) | 5.5 | $46M | +6% | 498k | 92.79 |
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| Ishares Tr 0-5 Yr Tips Etf (STIP) | 4.9 | $41M | +4% | 399k | 103.47 |
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| Apple (AAPL) | 4.1 | $34M | 153k | 222.13 |
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| Vanguard Index Fds Growth Etf (VUG) | 3.6 | $30M | -4% | 81k | 370.82 |
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| Vanguard Bd Index Fds Intermed Term (BIV) | 3.4 | $29M | +44% | 377k | 76.57 |
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| Capital Group Gbl Growth Eqt Shs Creation Uni (CGGO) | 2.6 | $22M | +20% | 769k | 28.33 |
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| Ab Active Etfs Tax Aware Interm (TAFM) | 2.4 | $20M | +102% | 812k | 25.16 |
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| Schwab Strategic Tr Us Lcap Gr Etf (SCHG) | 2.4 | $20M | +19% | 793k | 25.04 |
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| Ishares Tr Shrt Nat Mun Etf (SUB) | 2.3 | $20M | +172% | 185k | 105.60 |
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| Vanguard Bd Index Fds Total Bnd Mrkt (BND) | 2.1 | $18M | -9% | 245k | 73.45 |
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| Capital Group International SHS (CGIE) | 2.0 | $16M | +23% | 561k | 29.32 |
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| Microsoft Corporation (MSFT) | 1.4 | $11M | +3% | 30k | 375.39 |
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| Ishares Tr Core S&p Scp Etf (IJR) | 1.1 | $9.5M | +22% | 91k | 104.57 |
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| NVIDIA Corporation (NVDA) | 1.0 | $8.4M | +6% | 78k | 108.38 |
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| Amazon (AMZN) | 1.0 | $8.2M | +3% | 43k | 190.26 |
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| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.9 | $7.5M | 14k | 532.58 |
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| Visa Com Cl A (V) | 0.8 | $7.0M | 20k | 350.46 |
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| Pimco Etf Tr Multisector Bd (PYLD) | 0.8 | $6.8M | NEW | 257k | 26.35 |
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| JPMorgan Chase & Co. (JPM) | 0.8 | $6.6M | -2% | 27k | 245.30 |
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| Vanguard Scottsdale Fds Vng Rus2000idx (VTWO) | 0.7 | $6.0M | -17% | 74k | 80.65 |
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| Alphabet Cap Stk Cl C (GOOG) | 0.7 | $5.8M | 37k | 156.23 |
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| Broadcom (AVGO) | 0.7 | $5.6M | -5% | 33k | 167.43 |
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| Meta Platforms Cl A (META) | 0.7 | $5.5M | +12% | 9.5k | 576.35 |
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| Abbvie (ABBV) | 0.5 | $4.5M | -2% | 22k | 209.52 |
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| Alphabet Cap Stk Cl A (GOOGL) | 0.5 | $4.4M | -4% | 29k | 154.64 |
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| Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) | 0.5 | $4.4M | -2% | 87k | 50.83 |
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| Altria (MO) | 0.5 | $4.3M | 72k | 60.02 |
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| Mastercard Incorporated Cl A (MA) | 0.5 | $3.9M | +2% | 7.1k | 548.15 |
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| Chubb (CB) | 0.4 | $3.4M | 11k | 301.99 |
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| Johnson & Johnson (JNJ) | 0.4 | $3.4M | -4% | 21k | 165.84 |
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| Ishares Msci Emrg Chn (EMXC) | 0.4 | $3.2M | +16% | 59k | 55.09 |
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| Schwab Strategic Tr Intl Eqty Etf (SCHF) | 0.4 | $3.2M | +39% | 162k | 19.78 |
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| Home Depot (HD) | 0.4 | $3.0M | -8% | 8.1k | 366.48 |
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| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 0.4 | $3.0M | +9% | 5.8k | 513.91 |
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| Paychex (PAYX) | 0.4 | $3.0M | +2% | 19k | 154.28 |
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| Cisco Systems (CSCO) | 0.4 | $3.0M | 48k | 61.71 |
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| Spdr Ser Tr Bloomberg 1-3 Mo (BIL) | 0.4 | $3.0M | +162% | 32k | 91.73 |
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| Ishares U S Etf Tr Short Duration B (NEAR) | 0.3 | $2.7M | +6% | 54k | 50.87 |
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| Pepsi (PEP) | 0.3 | $2.7M | -6% | 18k | 149.94 |
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| General Dynamics Corporation (GD) | 0.3 | $2.6M | -12% | 9.4k | 272.59 |
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| Duke Energy Corp Com New (DUK) | 0.3 | $2.4M | +5% | 20k | 121.97 |
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| Eli Lilly & Co. (LLY) | 0.3 | $2.4M | 2.9k | 825.99 |
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| McDonald's Corporation (MCD) | 0.3 | $2.4M | 7.7k | 312.36 |
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| Cintas Corporation (CTAS) | 0.3 | $2.3M | +5% | 11k | 205.53 |
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| Schwab Strategic Tr Us Sml Cap Etf (SCHA) | 0.3 | $2.3M | -30% | 96k | 23.43 |
|
| Coca-Cola Company (KO) | 0.3 | $2.2M | +6% | 31k | 71.62 |
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| Medtronic SHS (MDT) | 0.3 | $2.2M | +24% | 25k | 89.86 |
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| Exxon Mobil Corporation (XOM) | 0.3 | $2.2M | 19k | 118.93 |
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| Broadstone Net Lease (BNL) | 0.3 | $2.1M | 126k | 17.04 |
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| Gilead Sciences (GILD) | 0.2 | $2.1M | -2% | 18k | 112.05 |
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| Us Bancorp Del Com New (USB) | 0.2 | $2.0M | -13% | 48k | 42.22 |
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| Chevron Corporation (CVX) | 0.2 | $2.0M | +9% | 12k | 167.29 |
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| Ishares Tr U.s. Tech Etf (IYW) | 0.2 | $2.0M | +3% | 14k | 140.44 |
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| Ishares Tr Russell 2000 Etf (IWM) | 0.2 | $2.0M | -16% | 10k | 199.49 |
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| Costco Wholesale Corporation (COST) | 0.2 | $2.0M | +4% | 2.1k | 945.88 |
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| Verizon Communications (VZ) | 0.2 | $1.9M | -7% | 42k | 45.36 |
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| Wal-Mart Stores (WMT) | 0.2 | $1.9M | -8% | 22k | 87.79 |
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| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 0.2 | $1.9M | -74% | 3.4k | 559.35 |
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| Schwab Strategic Tr Us Aggregate B (SCHZ) | 0.2 | $1.8M | +7% | 79k | 23.16 |
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| Wec Energy Group (WEC) | 0.2 | $1.8M | 17k | 108.98 |
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| Southern Company (SO) | 0.2 | $1.8M | +5% | 20k | 91.95 |
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| Vanguard Index Fds Total Stk Mkt (VTI) | 0.2 | $1.8M | +2% | 6.4k | 274.83 |
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| American Electric Power Company (AEP) | 0.2 | $1.8M | +7% | 16k | 109.27 |
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| S&p Global (SPGI) | 0.2 | $1.7M | +7% | 3.4k | 508.10 |
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| Tesla Motors (TSLA) | 0.2 | $1.7M | 6.7k | 259.16 |
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| Amgen (AMGN) | 0.2 | $1.7M | -10% | 5.6k | 311.53 |
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| Lennox International (LII) | 0.2 | $1.7M | 3.0k | 560.83 |
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| Netflix (NFLX) | 0.2 | $1.7M | +9% | 1.8k | 932.53 |
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| Berkshire Hathaway Inc Del Cl A (BRK.A) | 0.2 | $1.6M | NEW | 2.00 | 798442.00 |
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| Philip Morris International (PM) | 0.2 | $1.6M | +14% | 10k | 158.73 |
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| Vanguard Whitehall Fds High Div Yld (VYM) | 0.2 | $1.6M | -12% | 12k | 128.96 |
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| Abbott Laboratories (ABT) | 0.2 | $1.5M | 11k | 132.65 |
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| Raytheon Technologies Corp (RTX) | 0.2 | $1.5M | 11k | 132.46 |
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| Comcast Corp Cl A (CMCSA) | 0.2 | $1.3M | -19% | 36k | 36.90 |
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| Sap Se Spon Adr (SAP) | 0.2 | $1.3M | -26% | 5.0k | 268.44 |
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| Ishares Tr Eafe Value Etf (EFV) | 0.2 | $1.3M | -15% | 22k | 58.94 |
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| Merck & Co (MRK) | 0.2 | $1.3M | +39% | 15k | 89.76 |
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| Lpl Financial Holdings (LPLA) | 0.2 | $1.3M | -6% | 3.9k | 327.14 |
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| Parker-Hannifin Corporation (PH) | 0.2 | $1.3M | +7% | 2.1k | 607.85 |
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| Lowe's Companies (LOW) | 0.2 | $1.3M | +31% | 5.5k | 233.23 |
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| PNC Financial Services (PNC) | 0.2 | $1.3M | -7% | 7.2k | 175.77 |
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| Procter & Gamble Company (PG) | 0.2 | $1.3M | -5% | 7.4k | 170.43 |
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| Kimberly-Clark Corporation (KMB) | 0.2 | $1.3M | -2% | 8.9k | 142.22 |
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| American Tower Reit (AMT) | 0.2 | $1.3M | +110% | 5.8k | 217.61 |
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| Ferrari Nv Ord (RACE) | 0.2 | $1.3M | 2.9k | 427.88 |
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| Astrazeneca Sponsored Adr (AZN) | 0.1 | $1.2M | +6% | 17k | 73.50 |
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| Bank of America Corporation (BAC) | 0.1 | $1.2M | -7% | 29k | 41.73 |
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| Taiwan Semiconductor Mfg Sponsored Ads (TSM) | 0.1 | $1.2M | -6% | 7.0k | 166.00 |
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| Bank of New York Mellon Corporation (BK) | 0.1 | $1.1M | 14k | 83.87 |
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| Spdr Index Shs Fds Portfli Msci Gbl (SPGM) | 0.1 | $1.1M | -77% | 18k | 62.42 |
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| Totalenergies Se Sponsored Ads (TTE) | 0.1 | $1.1M | +19% | 17k | 64.69 |
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| W.R. Berkley Corporation (WRB) | 0.1 | $1.1M | -5% | 16k | 71.16 |
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| Ecolab (ECL) | 0.1 | $1.1M | +55% | 4.4k | 253.52 |
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| Moody's Corporation (MCO) | 0.1 | $1.1M | +3% | 2.3k | 465.69 |
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| Novo-nordisk A S Adr (NVO) | 0.1 | $1.1M | +8% | 15k | 69.44 |
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| Broadridge Financial Solutions (BR) | 0.1 | $1.1M | +10% | 4.4k | 242.46 |
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| Morgan Stanley Com New (MS) | 0.1 | $1.0M | -18% | 9.0k | 116.67 |
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| Ishares Tr Eafe Grwth Etf (EFG) | 0.1 | $1.0M | -71% | 10k | 100.00 |
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| Deere & Company (DE) | 0.1 | $1.0M | -7% | 2.2k | 469.35 |
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| Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) | 0.1 | $1.0M | -17% | 21k | 49.62 |
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| Interactive Brokers Group In Com Cl A (IBKR) | 0.1 | $1.0M | -5% | 6.3k | 165.59 |
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| Hca Holdings (HCA) | 0.1 | $1.0M | +3% | 3.0k | 345.55 |
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| EOG Resources (EOG) | 0.1 | $1.0M | 7.9k | 128.24 |
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| Schwab Strategic Tr Fundamental Intl (FNDF) | 0.1 | $984k | -21% | 27k | 36.14 |
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| Vici Pptys (VICI) | 0.1 | $971k | +32% | 30k | 32.62 |
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| Palantir Technologies Cl A (PLTR) | 0.1 | $950k | -54% | 11k | 84.40 |
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| Masco Corporation (MAS) | 0.1 | $947k | -5% | 14k | 69.54 |
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| Equity Residential Sh Ben Int (EQR) | 0.1 | $929k | +28% | 13k | 71.58 |
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| Watsco, Incorporated (WSO) | 0.1 | $927k | -4% | 1.8k | 508.30 |
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| Dbx Etf Tr Xtrack Msci Eafe (DBEF) | 0.1 | $888k | 21k | 43.30 |
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| Msci (MSCI) | 0.1 | $884k | +7% | 1.6k | 565.50 |
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| AmerisourceBergen (COR) | 0.1 | $884k | -11% | 3.2k | 278.09 |
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| Asml Holding N V N Y Registry Shs (ASML) | 0.1 | $871k | 1.3k | 662.63 |
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| Rollins (ROL) | 0.1 | $864k | -4% | 16k | 54.03 |
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| MetLife (MET) | 0.1 | $861k | 11k | 80.29 |
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| Cooper Cos (COO) | 0.1 | $839k | -2% | 9.9k | 84.35 |
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| Equifax (EFX) | 0.1 | $832k | -4% | 3.4k | 243.56 |
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| Bentley Sys Com Cl B (BSY) | 0.1 | $828k | +3% | 21k | 39.34 |
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| American Express Company (AXP) | 0.1 | $809k | -7% | 3.0k | 269.06 |
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| Pool Corporation (POOL) | 0.1 | $806k | 2.5k | 318.35 |
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| UnitedHealth (UNH) | 0.1 | $805k | -25% | 1.5k | 523.86 |
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| Nextera Energy (NEE) | 0.1 | $787k | +53% | 11k | 70.89 |
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| Universal Display Corporation (OLED) | 0.1 | $777k | +76% | 5.6k | 139.48 |
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| Jack Henry & Associates (JKHY) | 0.1 | $772k | -5% | 4.2k | 182.60 |
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| Intuitive Surgical Com New (ISRG) | 0.1 | $767k | +6% | 1.5k | 495.27 |
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| Bj's Wholesale Club Holdings (BJ) | 0.1 | $758k | -7% | 6.6k | 114.10 |
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| Old Dominion Freight Line (ODFL) | 0.1 | $736k | 4.4k | 165.45 |
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| Travelers Companies (TRV) | 0.1 | $728k | 2.8k | 264.46 |
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| Choice Hotels International (CHH) | 0.1 | $724k | -7% | 5.5k | 132.78 |
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| Bright Horizons Fam Sol In D (BFAM) | 0.1 | $717k | 5.6k | 127.04 |
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| Pulte (PHM) | 0.1 | $715k | -27% | 7.0k | 102.80 |
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| Zurn Water Solutions Corp Zws (ZWS) | 0.1 | $713k | -5% | 22k | 32.98 |
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| Caterpillar (CAT) | 0.1 | $708k | -5% | 2.1k | 329.80 |
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| Public Service Enterprise (PEG) | 0.1 | $694k | -2% | 8.4k | 82.30 |
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| Nordson Corporation (NDSN) | 0.1 | $682k | 3.4k | 201.72 |
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| Zoetis Cl A (ZTS) | 0.1 | $673k | +74% | 4.1k | 164.65 |
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| Teledyne Technologies Incorporated (TDY) | 0.1 | $672k | 1.4k | 497.71 |
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| Uber Technologies (UBER) | 0.1 | $671k | +56% | 9.2k | 72.86 |
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| Zebra Technologies Corporati Cl A (ZBRA) | 0.1 | $670k | -5% | 2.4k | 282.56 |
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| Essex Property Trust (ESS) | 0.1 | $668k | +146% | 2.2k | 306.57 |
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| Allegion Ord Shs (ALLE) | 0.1 | $667k | -5% | 5.1k | 130.46 |
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| 3M Company (MMM) | 0.1 | $663k | 4.5k | 146.87 |
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| Relx Sponsored Adr (RELX) | 0.1 | $658k | 13k | 50.41 |
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| Entergy Corporation (ETR) | 0.1 | $656k | +9% | 7.7k | 85.49 |
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| Kinder Morgan (KMI) | 0.1 | $649k | +7% | 23k | 28.53 |
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| salesforce (CRM) | 0.1 | $643k | +17% | 2.4k | 268.36 |
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| Ollies Bargain Outlt Hldgs I (OLLI) | 0.1 | $617k | -7% | 5.3k | 116.36 |
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| Xcel Energy (XEL) | 0.1 | $615k | -30% | 8.7k | 70.79 |
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| Goldman Sachs (GS) | 0.1 | $606k | 1.1k | 546.29 |
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| Hartford Financial Services (HIG) | 0.1 | $604k | +5% | 4.9k | 123.73 |
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| Consolidated Edison (ED) | 0.1 | $602k | +5% | 5.4k | 110.59 |
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| Chemed Corp Com Stk (CHE) | 0.1 | $599k | 974.00 | 615.32 |
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| ResMed (RMD) | 0.1 | $598k | -13% | 2.7k | 223.85 |
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| Walt Disney Company (DIS) | 0.1 | $593k | +9% | 6.0k | 98.70 |
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| Spotify Technology S A SHS (SPOT) | 0.1 | $592k | +65% | 1.1k | 550.03 |
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| Domino's Pizza (DPZ) | 0.1 | $558k | -6% | 1.2k | 459.45 |
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| Saia (SAIA) | 0.1 | $557k | 1.6k | 349.43 |
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| Deutsche Bank A G Namen Akt (DB) | 0.1 | $543k | +25% | 23k | 23.83 |
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| International Business Machines (IBM) | 0.1 | $542k | +16% | 2.2k | 248.66 |
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| Blackrock (BLK) | 0.1 | $534k | -7% | 564.00 | 946.63 |
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| Union Pacific Corporation (UNP) | 0.1 | $521k | -26% | 2.2k | 236.28 |
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| Truist Financial Corp equities (TFC) | 0.1 | $512k | -16% | 12k | 41.15 |
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| Automatic Data Processing (ADP) | 0.1 | $508k | +5% | 1.7k | 305.53 |
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| Lockheed Martin Corporation (LMT) | 0.1 | $504k | -8% | 1.1k | 446.81 |
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| Knife River Corp Common Stock (KNF) | 0.1 | $501k | 5.6k | 90.21 |
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| Blackstone Group Inc Com Cl A (BX) | 0.1 | $500k | +9% | 3.6k | 139.79 |
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| Embraer Sponsored Ads (ERJ) | 0.1 | $493k | 11k | 46.20 |
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| Honeywell International (HON) | 0.1 | $492k | -2% | 2.3k | 211.75 |
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| Charles River Laboratories (CRL) | 0.1 | $489k | +6% | 3.2k | 150.52 |
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| Applied Materials (AMAT) | 0.1 | $488k | +3% | 3.4k | 145.12 |
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| State Street Corporation (STT) | 0.1 | $485k | -3% | 5.4k | 89.53 |
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| Wells Fargo & Company (WFC) | 0.1 | $485k | -2% | 6.8k | 71.79 |
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| Colgate-Palmolive Company (CL) | 0.1 | $475k | -5% | 5.1k | 93.70 |
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| Fair Isaac Corporation (FICO) | 0.1 | $474k | +5% | 257.00 | 1844.16 |
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| Anheuser Busch Inbev Sa Sponsored Adr (BUD) | 0.1 | $469k | +18% | 7.6k | 61.56 |
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| Hp (HPQ) | 0.1 | $469k | -9% | 17k | 27.69 |
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| Diageo Spon Adr New (DEO) | 0.1 | $466k | -3% | 4.4k | 104.79 |
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| Adobe Systems Incorporated (ADBE) | 0.1 | $466k | +29% | 1.2k | 383.53 |
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| Ishares Tr Core S&p Mcp Etf (IJH) | 0.1 | $464k | 8.0k | 58.35 |
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| Jacobs Engineering Group (J) | 0.1 | $464k | -3% | 3.8k | 120.89 |
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| Natwest Group Spons Adr (NWG) | 0.1 | $462k | 39k | 11.92 |
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| Exponent (EXPO) | 0.1 | $455k | 5.6k | 81.06 |
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| Anebulo Pharmaceuticals (ANEB) | 0.1 | $455k | -44% | 350k | 1.30 |
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| Carrier Global Corporation (CARR) | 0.1 | $454k | -2% | 7.2k | 63.40 |
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| Siteone Landscape Supply (SITE) | 0.1 | $443k | 3.7k | 121.44 |
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| Thermo Fisher Scientific (TMO) | 0.1 | $443k | 891.00 | 497.60 |
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| Prudential Financial (PRU) | 0.1 | $443k | -14% | 4.0k | 111.68 |
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| W.W. Grainger (GWW) | 0.1 | $442k | -25% | 447.00 | 987.83 |
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| Ishares Tr Core S&p500 Etf (IVV) | 0.1 | $437k | -3% | 777.00 | 562.05 |
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| Intercontinental Exchange (ICE) | 0.1 | $432k | 2.5k | 172.47 |
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| Fastenal Company (FAST) | 0.1 | $428k | -15% | 5.5k | 77.55 |
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| Fifth Third Ban (FITB) | 0.1 | $428k | -28% | 11k | 39.20 |
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| Sba Communications Corp Cl A (SBAC) | 0.1 | $426k | NEW | 1.9k | 220.01 |
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| Intuit (INTU) | 0.1 | $425k | +56% | 692.00 | 613.99 |
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| Servicenow (NOW) | 0.1 | $422k | +3% | 530.00 | 796.14 |
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| Chipotle Mexican Grill (CMG) | 0.0 | $407k | +12% | 8.1k | 50.21 |
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| TJX Companies (TJX) | 0.0 | $407k | +7% | 3.3k | 121.80 |
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| Proshares Tr S&p 500 Dv Arist (NOBL) | 0.0 | $404k | 4.0k | 102.18 |
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| Prologis (PLD) | 0.0 | $404k | NEW | 3.6k | 111.79 |
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| Teradyne (TER) | 0.0 | $401k | -2% | 4.9k | 82.60 |
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| Target Corporation (TGT) | 0.0 | $397k | 3.8k | 104.36 |
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| Canadian Natl Ry (CNI) | 0.0 | $391k | +53% | 4.0k | 97.46 |
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| Emerson Electric (EMR) | 0.0 | $389k | +22% | 3.5k | 109.64 |
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| Ares Capital Corporation (ARCC) | 0.0 | $388k | 18k | 22.16 |
|
|
| BP Sponsored Adr (BP) | 0.0 | $386k | +45% | 11k | 33.79 |
|
| Vertex Pharmaceuticals Incorporated (VRTX) | 0.0 | $385k | +3% | 794.00 | 484.82 |
|
| Thor Industries (THO) | 0.0 | $378k | 5.0k | 75.81 |
|
|
| Illinois Tool Works (ITW) | 0.0 | $378k | 1.5k | 248.01 |
|
|
| United Parcel Service CL B (UPS) | 0.0 | $375k | -4% | 3.4k | 109.98 |
|
| Ishares Tr Msci Acwi Etf (ACWI) | 0.0 | $358k | -26% | 3.1k | 116.39 |
|
| Scotts Miracle-gro Cl A (SMG) | 0.0 | $358k | 6.5k | 54.89 |
|
|
| McKesson Corporation (MCK) | 0.0 | $355k | +3% | 528.00 | 672.99 |
|
| Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.0 | $354k | +22% | 755.00 | 468.92 |
|
| Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) | 0.0 | $354k | 7.8k | 45.26 |
|
|
| Starbucks Corporation (SBUX) | 0.0 | $348k | 3.5k | 98.09 |
|
|
| Ge Aerospace Com New (GE) | 0.0 | $347k | +35% | 1.7k | 200.15 |
|
| Best Buy (BBY) | 0.0 | $346k | -20% | 4.7k | 73.61 |
|
| Ishares Tr Rus 1000 Etf (IWB) | 0.0 | $346k | 1.1k | 306.74 |
|
|
| Oracle Corporation (ORCL) | 0.0 | $341k | -3% | 2.4k | 139.81 |
|
| Credit Acceptance (CACC) | 0.0 | $337k | 652.00 | 516.35 |
|
|
| Stryker Corporation (SYK) | 0.0 | $331k | +2% | 890.00 | 372.15 |
|
| Constellation Brands Cl A (STZ) | 0.0 | $327k | -11% | 1.8k | 183.52 |
|
| Booking Holdings (BKNG) | 0.0 | $323k | -11% | 70.00 | 4606.91 |
|
| Ishares Tr Msci Usa Qlt Fct (QUAL) | 0.0 | $320k | 1.9k | 170.89 |
|
|
| British Amern Tob Sponsored Adr (BTI) | 0.0 | $317k | +9% | 7.7k | 41.37 |
|
| CMS Energy Corporation (CMS) | 0.0 | $315k | 4.2k | 75.11 |
|
|
| Qualcomm (QCOM) | 0.0 | $315k | +11% | 2.0k | 153.60 |
|
| Lyondellbasell Industries N Shs - A - (LYB) | 0.0 | $315k | +30% | 4.5k | 70.40 |
|
| eBay (EBAY) | 0.0 | $313k | -2% | 4.6k | 67.73 |
|
| Ishares Tr Rus 1000 Val Etf (IWD) | 0.0 | $301k | -12% | 1.6k | 188.22 |
|
| Nike CL B (NKE) | 0.0 | $301k | +57% | 4.7k | 63.48 |
|
| Vanguard Index Fds Small Cp Etf (VB) | 0.0 | $300k | +28% | 1.4k | 221.81 |
|
| Moderna (MRNA) | 0.0 | $298k | NEW | 11k | 28.35 |
|
| Xylem (XYL) | 0.0 | $297k | -10% | 2.5k | 119.46 |
|
| Bristol Myers Squibb (BMY) | 0.0 | $295k | -51% | 4.8k | 60.99 |
|
| Accenture Plc Ireland Shs Class A (ACN) | 0.0 | $290k | 930.00 | 312.04 |
|
|
| Alps Etf Tr Alerian Mlp (AMLP) | 0.0 | $289k | 5.6k | 51.94 |
|
|
| Ishares Tr Rus 1000 Grw Etf (IWF) | 0.0 | $288k | 796.00 | 361.19 |
|
|
| Kla Corp Com New (KLAC) | 0.0 | $284k | +7% | 418.00 | 679.80 |
|
| Vanguard Bd Index Fds Short Trm Bond (BSV) | 0.0 | $281k | -97% | 3.6k | 78.28 |
|
| Beigene Sponsored Adr (ONC) | 0.0 | $280k | -9% | 1.0k | 272.17 |
|
| Warby Parker Cl A Com (WRBY) | 0.0 | $280k | 15k | 18.23 |
|
|
| Progressive Corporation (PGR) | 0.0 | $279k | +3% | 986.00 | 283.01 |
|
| Ryanair Holdings Sponsored Adr (RYAAY) | 0.0 | $277k | NEW | 6.5k | 42.37 |
|
| Corning Incorporated (GLW) | 0.0 | $277k | 6.0k | 45.78 |
|
|
| Doordash Cl A (DASH) | 0.0 | $273k | +6% | 1.5k | 182.77 |
|
| Mccormick & Co Com Non Vtg (MKC) | 0.0 | $273k | -8% | 3.3k | 82.32 |
|
| CVS Caremark Corporation (CVS) | 0.0 | $273k | -19% | 4.0k | 67.75 |
|
| National Grid Sponsored Adr Ne (NGG) | 0.0 | $272k | NEW | 4.1k | 65.62 |
|
| Ishares Tr Core Msci Eafe (IEFA) | 0.0 | $272k | -6% | 3.6k | 75.64 |
|
| Toast Cl A (TOST) | 0.0 | $269k | 8.1k | 33.17 |
|
|
| M&T Bank Corporation (MTB) | 0.0 | $269k | +2% | 1.5k | 178.75 |
|
| RPM International (RPM) | 0.0 | $268k | -22% | 2.3k | 115.68 |
|
| L3harris Technologies (LHX) | 0.0 | $267k | -15% | 1.3k | 209.36 |
|
| Shopify Cl A (SHOP) | 0.0 | $264k | 2.8k | 95.48 |
|
|
| ConocoPhillips (COP) | 0.0 | $261k | +19% | 2.5k | 105.02 |
|
| Repositrak Com New (TRAK) | 0.0 | $259k | 13k | 20.27 |
|
|
| Ameren Corporation (AEE) | 0.0 | $254k | NEW | 2.5k | 100.40 |
|
| Pentair SHS (PNR) | 0.0 | $254k | 2.9k | 87.48 |
|
|
| Arista Networks Com Shs (ANET) | 0.0 | $252k | +11% | 3.2k | 77.48 |
|
| Metropcs Communications (TMUS) | 0.0 | $251k | -8% | 940.00 | 266.71 |
|
| Taseko Cad (TGB) | 0.0 | $251k | 112k | 2.24 |
|
|
| Allstate Corporation (ALL) | 0.0 | $248k | NEW | 1.2k | 207.07 |
|
| PPL Corporation (PPL) | 0.0 | $244k | NEW | 6.8k | 36.11 |
|
| Twilio Cl A (TWLO) | 0.0 | $243k | NEW | 2.5k | 97.91 |
|
| Ishares Tr Mbs Etf (MBB) | 0.0 | $242k | -96% | 2.6k | 93.78 |
|
| Fortinet (FTNT) | 0.0 | $241k | NEW | 2.5k | 96.26 |
|
| Tompkins Financial Corporation (TMP) | 0.0 | $238k | 3.8k | 62.98 |
|
|
| Glaukos (GKOS) | 0.0 | $237k | +5% | 2.4k | 98.42 |
|
| Capital One Financial (COF) | 0.0 | $236k | -5% | 1.3k | 179.30 |
|
| Verisk Analytics (VRSK) | 0.0 | $235k | NEW | 790.00 | 297.62 |
|
| Owens Corning (OC) | 0.0 | $235k | -8% | 1.6k | 142.82 |
|
| Natera (NTRA) | 0.0 | $234k | -21% | 1.7k | 141.41 |
|
| SYSCO Corporation (SYY) | 0.0 | $234k | -4% | 3.1k | 75.04 |
|
| Tyson Foods Cl A (TSN) | 0.0 | $231k | -6% | 3.6k | 63.81 |
|
| Vita Coco Co Inc/the (COCO) | 0.0 | $230k | 7.5k | 30.65 |
|
|
| Crowdstrike Hldgs Cl A (CRWD) | 0.0 | $229k | NEW | 650.00 | 352.58 |
|
| Blackstone Secd Lending Common Stock (BXSL) | 0.0 | $227k | 7.0k | 32.36 |
|
|
| Arcutis Biotherapeutics (ARQT) | 0.0 | $226k | +21% | 15k | 15.64 |
|
| Calix (CALX) | 0.0 | $226k | NEW | 6.4k | 35.44 |
|
| Extra Space Storage (EXR) | 0.0 | $223k | -5% | 1.5k | 148.49 |
|
| Enovix Corp (ENVX) | 0.0 | $223k | 30k | 7.34 |
|
|
| Eaton Corp SHS (ETN) | 0.0 | $219k | +17% | 805.00 | 271.83 |
|
| AFLAC Incorporated (AFL) | 0.0 | $217k | NEW | 1.9k | 111.19 |
|
| Reddit Cl A (RDDT) | 0.0 | $215k | +2% | 2.1k | 104.90 |
|
| Wp Carey (WPC) | 0.0 | $215k | NEW | 3.4k | 63.11 |
|
| Spdr Gold Tr Gold Shs (GLD) | 0.0 | $212k | NEW | 736.00 | 288.14 |
|
| Charles Schwab Corporation (SCHW) | 0.0 | $209k | NEW | 2.7k | 78.28 |
|
| Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) | 0.0 | $205k | 2.6k | 78.94 |
|
|
| Airbnb Com Cl A (ABNB) | 0.0 | $204k | NEW | 1.7k | 119.46 |
|
| Amphenol Corp Cl A (APH) | 0.0 | $202k | -3% | 3.1k | 65.59 |
|
| Oscar Health Cl A (OSCR) | 0.0 | $164k | -6% | 13k | 13.11 |
|
| Fossil (FOSL) | 0.0 | $69k | 60k | 1.15 |
|
|
| Complete Solaria (CSLR) | 0.0 | $17k | -2% | 11k | 1.55 |
|
Past Filings by LVW Advisors
SEC 13F filings are viewable for LVW Advisors going back to 2014
- LVW Advisors 2025 Q1 filed April 9, 2025
- LVW Advisors 2024 Q4 filed Jan. 16, 2025
- LVW Advisors 2024 Q3 filed Oct. 9, 2024
- LVW Advisors 2024 Q2 filed July 15, 2024
- LVW Advisors 2024 Q1 filed April 18, 2024
- LVW Advisors 2023 Q4 filed Jan. 16, 2024
- LVW Advisors 2023 Q3 filed Oct. 11, 2023
- LVW Advisors 2023 Q2 filed July 14, 2023
- LVW Advisors 2023 Q1 filed May 3, 2023
- LVW Advisors 2022 Q4 filed Jan. 19, 2023
- LVW Advisors 2022 Q3 filed Oct. 14, 2022
- LVW Advisors 2022 Q2 filed July 22, 2022
- LVW Advisors 2022 Q1 filed May 2, 2022
- LVW Advisors 2021 Q4 filed Jan. 26, 2022
- LVW Advisors 2021 Q3 filed Nov. 2, 2021
- LVW Advisors 2021 Q2 filed July 15, 2021