LVW Advisors
Latest statistics and disclosures from LVW Advisors's latest quarterly 13F-HR filing:
- Top 5 stock holdings are VEA, SCHD, VONG, SCHO, STIP, and represent 29.02% of LVW Advisors's stock portfolio.
- Added to shares of these 10 stocks: SPLG (+$23M), NVDA (+$9.6M), SCHO, CGGO, BIV, TAFM, MSFT, CGIE, SUB, VEA.
- Started 38 new stock positions in NBIS, CYTK, SHLD, INTC, C, PFE, SPLG, TXN, IYLD, GEV.
- Reduced shares in these 10 stocks: SCHD (-$26M), VONG (-$5.6M), SPY (-$5.2M), AAPL, SCHG, VUG, EFV, MO, MA, ANEB.
- Sold out of its positions in AFRM, A, ANEB, BP, BXSL, FTNT, ITW, KNF, MKC, NGG. NTHI, NKE, SG, TDG, TSN, VRSK, COCO, ROIV.
- LVW Advisors was a net buyer of stock by $10M.
- LVW Advisors has $979M in assets under management (AUM), dropping by 6.83%.
- Central Index Key (CIK): 0001576053
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Portfolio Holdings for LVW Advisors
LVW Advisors holds 346 positions in its portfolio as reported in the September 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) | 7.7 | $75M | +2% | 1.3M | 59.92 |
|
| Schwab Strategic Tr Us Dividend Eq (SCHD) | 6.6 | $64M | -29% | 2.4M | 27.30 |
|
| Vanguard Scottsdale Fds Vng Rus1000grw (VONG) | 5.6 | $55M | -9% | 452k | 120.50 |
|
| Schwab Strategic Tr Sht Tm Us Tres (SCHO) | 4.9 | $48M | +8% | 2.0M | 24.40 |
|
| Ishares Tr 0-5 Yr Tips Etf (STIP) | 4.2 | $42M | +2% | 402k | 103.36 |
|
| Capital Group Gbl Growth Eqt Shs Creation Uni (CGGO) | 3.6 | $35M | +8% | 1.0M | 34.17 |
|
| Apple (AAPL) | 3.5 | $35M | -7% | 136k | 254.63 |
|
| Vanguard Bd Index Fds Intermed Term (BIV) | 3.4 | $33M | +9% | 428k | 78.09 |
|
| Vanguard Index Fds Growth Etf (VUG) | 3.0 | $29M | -4% | 61k | 479.61 |
|
| NVIDIA Corporation (NVDA) | 2.7 | $27M | +55% | 144k | 186.58 |
|
| Ab Active Etfs Tax Aware Interm (TAFM) | 2.5 | $25M | +10% | 967k | 25.42 |
|
| Capital Group International SHS (CGIE) | 2.5 | $24M | +8% | 718k | 33.72 |
|
| Spdr Series Trust Portfolio S&p500 (SPLG) | 2.4 | $23M | NEW | 295k | 78.34 |
|
| Ishares Tr Shrt Nat Mun Etf (SUB) | 2.4 | $23M | +9% | 216k | 106.78 |
|
| Schwab Strategic Tr Us Lcap Gr Etf (SCHG) | 2.4 | $23M | -10% | 723k | 31.91 |
|
| Microsoft Corporation (MSFT) | 2.0 | $20M | +11% | 38k | 517.95 |
|
| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 1.7 | $17M | -23% | 26k | 666.24 |
|
| Vanguard Bd Index Fds Total Bnd Mrkt (BND) | 1.4 | $14M | +3% | 186k | 74.37 |
|
| Ishares Tr Core S&p Scp Etf (IJR) | 1.4 | $14M | 113k | 118.83 |
|
|
| Amazon (AMZN) | 1.1 | $11M | +6% | 50k | 219.57 |
|
| Broadcom (AVGO) | 1.1 | $10M | 31k | 329.91 |
|
|
| Alphabet Cap Stk Cl C (GOOG) | 1.0 | $9.8M | 40k | 243.55 |
|
|
| JPMorgan Chase & Co. (JPM) | 0.9 | $8.5M | +3% | 27k | 315.43 |
|
| Pimco Etf Tr Multisector Bd (PYLD) | 0.8 | $7.6M | +4% | 283k | 26.84 |
|
| Alphabet Cap Stk Cl A (GOOGL) | 0.8 | $7.5M | -3% | 31k | 243.10 |
|
| Meta Platforms Cl A (META) | 0.7 | $7.3M | +3% | 9.9k | 734.38 |
|
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.7 | $7.0M | 14k | 502.74 |
|
|
| Visa Com Cl A (V) | 0.7 | $7.0M | -3% | 20k | 341.37 |
|
| Vanguard Scottsdale Fds Vng Rus2000idx (VTWO) | 0.5 | $5.2M | -4% | 54k | 97.82 |
|
| Tesla Motors (TSLA) | 0.5 | $4.7M | +29% | 11k | 444.72 |
|
| Spdr Series Trust Bloomberg 1-3 Mo (BIL) | 0.5 | $4.6M | 50k | 91.75 |
|
|
| Johnson & Johnson (JNJ) | 0.5 | $4.5M | +2% | 24k | 185.42 |
|
| Altria (MO) | 0.5 | $4.5M | -12% | 68k | 66.06 |
|
| Schwab Strategic Tr Intl Eqty Etf (SCHF) | 0.4 | $4.2M | +3% | 179k | 23.28 |
|
| Abbvie (ABBV) | 0.4 | $4.2M | -4% | 18k | 231.54 |
|
| Ishares Msci Emrg Chn (EMXC) | 0.4 | $4.1M | -2% | 60k | 67.51 |
|
| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 0.4 | $4.1M | +12% | 6.6k | 612.38 |
|
| Mastercard Incorporated Cl A (MA) | 0.4 | $4.0M | -11% | 7.0k | 568.83 |
|
| Palantir Technologies Cl A (PLTR) | 0.4 | $3.6M | +7% | 20k | 182.42 |
|
| Home Depot (HD) | 0.3 | $3.4M | 8.3k | 405.17 |
|
|
| Cisco Systems (CSCO) | 0.3 | $3.4M | 49k | 68.42 |
|
|
| Ishares U S Etf Tr Short Duration B (NEAR) | 0.3 | $3.0M | +7% | 59k | 51.28 |
|
| Chubb (CB) | 0.3 | $3.0M | -9% | 11k | 282.25 |
|
| Medtronic SHS (MDT) | 0.3 | $2.9M | +10% | 31k | 95.24 |
|
| General Dynamics Corporation (GD) | 0.3 | $2.8M | 8.2k | 341.01 |
|
|
| Philip Morris International (PM) | 0.3 | $2.8M | -6% | 17k | 162.20 |
|
| Ishares Tr U.s. Tech Etf (IYW) | 0.3 | $2.6M | -7% | 13k | 195.86 |
|
| Pepsi (PEP) | 0.3 | $2.6M | +3% | 18k | 140.44 |
|
| Netflix (NFLX) | 0.3 | $2.5M | +6% | 2.1k | 1198.92 |
|
| Us Bancorp Del Com New (USB) | 0.3 | $2.5M | +9% | 53k | 48.33 |
|
| Cintas Corporation (CTAS) | 0.3 | $2.5M | 12k | 205.26 |
|
|
| Eli Lilly & Co. (LLY) | 0.3 | $2.5M | +5% | 3.3k | 763.08 |
|
| Duke Energy Corp Com New (DUK) | 0.2 | $2.4M | -5% | 20k | 123.75 |
|
| Paychex (PAYX) | 0.2 | $2.4M | -3% | 19k | 126.76 |
|
| Chevron Corporation (CVX) | 0.2 | $2.4M | +17% | 15k | 155.29 |
|
| Wal-Mart Stores (WMT) | 0.2 | $2.3M | -3% | 22k | 103.06 |
|
| Gilead Sciences (GILD) | 0.2 | $2.2M | 20k | 111.00 |
|
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| Exxon Mobil Corporation (XOM) | 0.2 | $2.2M | 20k | 112.75 |
|
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| Broadstone Net Lease (BNL) | 0.2 | $2.2M | -3% | 122k | 17.87 |
|
| Costco Wholesale Corporation (COST) | 0.2 | $2.2M | +3% | 2.3k | 925.72 |
|
| McDonald's Corporation (MCD) | 0.2 | $2.1M | -2% | 7.0k | 303.87 |
|
| S&p Global (SPGI) | 0.2 | $2.1M | 4.3k | 486.71 |
|
|
| Schwab Strategic Tr Us Aggregate B (SCHZ) | 0.2 | $2.1M | +8% | 89k | 23.47 |
|
| Verizon Communications (VZ) | 0.2 | $2.0M | -8% | 46k | 43.95 |
|
| Wec Energy Group (WEC) | 0.2 | $2.0M | 17k | 114.59 |
|
|
| Taiwan Semiconductor Mfg Sponsored Ads (TSM) | 0.2 | $2.0M | +8% | 7.1k | 279.29 |
|
| Southern Company (SO) | 0.2 | $2.0M | -3% | 21k | 94.77 |
|
| Coca-Cola Company (KO) | 0.2 | $2.0M | -14% | 30k | 66.32 |
|
| Lowe's Companies (LOW) | 0.2 | $1.9M | -5% | 7.5k | 251.31 |
|
| Schwab Strategic Tr Us Sml Cap Etf (SCHA) | 0.2 | $1.9M | -8% | 67k | 27.90 |
|
| Ishares Tr Russell 2000 Etf (IWM) | 0.2 | $1.8M | -5% | 7.6k | 241.95 |
|
| American Electric Power Company (AEP) | 0.2 | $1.8M | -4% | 16k | 112.50 |
|
| Amgen (AMGN) | 0.2 | $1.8M | +3% | 6.3k | 282.21 |
|
| Abbott Laboratories (ABT) | 0.2 | $1.8M | 13k | 133.94 |
|
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| Ecolab (ECL) | 0.2 | $1.7M | 6.2k | 273.86 |
|
|
| Raytheon Technologies Corp (RTX) | 0.2 | $1.6M | -11% | 9.8k | 167.34 |
|
| Merck & Co (MRK) | 0.2 | $1.6M | +3% | 20k | 83.93 |
|
| Parker-Hannifin Corporation (PH) | 0.2 | $1.6M | -7% | 2.1k | 758.15 |
|
| Hca Holdings (HCA) | 0.2 | $1.5M | 3.6k | 426.20 |
|
|
| Berkshire Hathaway Inc Del Cl A (BRK.A) | 0.2 | $1.5M | 2.00 | 754200.00 |
|
|
| Vanguard Whitehall Fds High Div Yld (VYM) | 0.2 | $1.5M | +15% | 11k | 140.95 |
|
| Ferrari Nv Ord (RACE) | 0.1 | $1.4M | 2.9k | 485.22 |
|
|
| Vici Pptys (VICI) | 0.1 | $1.4M | 42k | 32.61 |
|
|
| Bank of America Corporation (BAC) | 0.1 | $1.3M | +5% | 26k | 51.59 |
|
| PNC Financial Services (PNC) | 0.1 | $1.3M | +2% | 6.2k | 200.93 |
|
| Broadridge Financial Solutions (BR) | 0.1 | $1.2M | 5.2k | 238.17 |
|
|
| Nextera Energy (NEE) | 0.1 | $1.2M | +21% | 16k | 75.49 |
|
| Prologis (PLD) | 0.1 | $1.2M | +108% | 11k | 114.52 |
|
| Comcast Corp Cl A (CMCSA) | 0.1 | $1.2M | -28% | 39k | 31.42 |
|
| Astrazeneca Sponsored Adr (AZN) | 0.1 | $1.2M | -4% | 15k | 76.72 |
|
| Moody's Corporation (MCO) | 0.1 | $1.2M | 2.4k | 476.48 |
|
|
| Vanguard Index Fds Total Stk Mkt (VTI) | 0.1 | $1.2M | 3.5k | 328.15 |
|
|
| Asml Holding N V N Y Registry Shs (ASML) | 0.1 | $1.2M | -5% | 1.2k | 968.09 |
|
| American Express Company (AXP) | 0.1 | $1.2M | +6% | 3.5k | 332.18 |
|
| Uber Technologies (UBER) | 0.1 | $1.1M | +3% | 12k | 97.97 |
|
| Sap Se Spon Adr (SAP) | 0.1 | $1.1M | -7% | 4.2k | 267.21 |
|
| Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) | 0.1 | $1.1M | +7% | 22k | 50.07 |
|
| Lpl Financial Holdings (LPLA) | 0.1 | $1.1M | -9% | 3.4k | 332.69 |
|
| Bank of New York Mellon Corporation (BK) | 0.1 | $1.1M | -23% | 10k | 108.96 |
|
| Interactive Brokers Group In Com Cl A (IBKR) | 0.1 | $1.1M | -12% | 16k | 68.81 |
|
| Ishares Tr Eafe Grwth Etf (EFG) | 0.1 | $1.1M | -4% | 9.5k | 113.88 |
|
| Oracle Corporation (ORCL) | 0.1 | $1.0M | +24% | 3.7k | 281.24 |
|
| American Tower Reit (AMT) | 0.1 | $1.0M | -24% | 5.4k | 192.31 |
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| Msci (MSCI) | 0.1 | $1.0M | +4% | 1.8k | 567.41 |
|
| Travelers Companies (TRV) | 0.1 | $988k | +2% | 3.5k | 279.22 |
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| Kinder Morgan (KMI) | 0.1 | $983k | 35k | 28.31 |
|
|
| Schwab Strategic Tr Fundamental Intl (FNDF) | 0.1 | $975k | -8% | 23k | 42.96 |
|
| Lennox International (LII) | 0.1 | $970k | -12% | 1.8k | 529.36 |
|
| Kimberly-Clark Corporation (KMB) | 0.1 | $968k | -24% | 7.8k | 124.34 |
|
| Deere & Company (DE) | 0.1 | $966k | -3% | 2.1k | 457.26 |
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| Morgan Stanley Com New (MS) | 0.1 | $959k | 6.0k | 158.96 |
|
|
| W.R. Berkley Corporation (WRB) | 0.1 | $949k | -13% | 12k | 76.62 |
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| Allegion Ord Shs (ALLE) | 0.1 | $932k | -12% | 5.3k | 177.35 |
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| Entergy Corporation (ETR) | 0.1 | $899k | 9.6k | 93.19 |
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| AmerisourceBergen (COR) | 0.1 | $878k | -10% | 2.8k | 312.53 |
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| Ge Aerospace Com New (GE) | 0.1 | $866k | +24% | 2.9k | 300.82 |
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| Bentley Sys Com Cl B (BSY) | 0.1 | $855k | -13% | 17k | 51.48 |
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| Emerson Electric (EMR) | 0.1 | $850k | +10% | 6.5k | 131.18 |
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| Zurn Water Solutions Corp Zws (ZWS) | 0.1 | $813k | -12% | 17k | 47.03 |
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| Equity Residential Sh Ben Int (EQR) | 0.1 | $812k | -31% | 13k | 64.73 |
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| ResMed (RMD) | 0.1 | $803k | -18% | 2.9k | 273.73 |
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| Procter & Gamble Company (PG) | 0.1 | $788k | -26% | 5.1k | 153.65 |
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| Caterpillar (CAT) | 0.1 | $784k | +6% | 1.6k | 477.15 |
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| Goldman Sachs (GS) | 0.1 | $780k | -3% | 980.00 | 796.35 |
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| Walt Disney Company (DIS) | 0.1 | $777k | 6.8k | 114.50 |
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| Teledyne Technologies Incorporated (TDY) | 0.1 | $776k | -13% | 1.3k | 586.04 |
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| Zoetis Cl A (ZTS) | 0.1 | $773k | -10% | 5.3k | 146.32 |
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| Hartford Financial Services (HIG) | 0.1 | $760k | +5% | 5.7k | 133.39 |
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| Masco Corporation (MAS) | 0.1 | $759k | -3% | 11k | 70.39 |
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| Xcel Energy (XEL) | 0.1 | $759k | +8% | 9.4k | 80.65 |
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| Novo-nordisk A S Adr (NVO) | 0.1 | $755k | 14k | 55.49 |
|
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| Applied Materials (AMAT) | 0.1 | $751k | -3% | 3.7k | 204.74 |
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| Intuit (INTU) | 0.1 | $747k | +6% | 1.1k | 682.91 |
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| Rollins (ROL) | 0.1 | $747k | -16% | 13k | 58.74 |
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| Public Service Enterprise (PEG) | 0.1 | $745k | 8.9k | 83.46 |
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| Corteva (CTVA) | 0.1 | $741k | +21% | 11k | 67.63 |
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| International Business Machines (IBM) | 0.1 | $739k | -19% | 2.6k | 282.16 |
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| Wells Fargo & Company (WFC) | 0.1 | $732k | +20% | 8.7k | 83.82 |
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| Applovin Corp Com Cl A (APP) | 0.1 | $724k | NEW | 1.0k | 718.54 |
|
| Intuitive Surgical Com New (ISRG) | 0.1 | $719k | -7% | 1.6k | 447.23 |
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| Blackstone Group Inc Com Cl A (BX) | 0.1 | $714k | +10% | 4.2k | 170.86 |
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| Deutsche Bank A G Namen Akt (DB) | 0.1 | $713k | -5% | 20k | 35.41 |
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| Equifax (EFX) | 0.1 | $708k | -12% | 2.8k | 256.53 |
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| Xometry Class A Com (XMTR) | 0.1 | $699k | +11% | 13k | 54.47 |
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| Spdr Index Shs Fds Portfli Msci Gbl (SPGM) | 0.1 | $698k | -7% | 9.3k | 74.90 |
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| 3M Company (MMM) | 0.1 | $688k | 4.4k | 155.18 |
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| McKesson Corporation (MCK) | 0.1 | $682k | +30% | 883.00 | 772.54 |
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| MetLife (MET) | 0.1 | $676k | -10% | 8.2k | 82.37 |
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| Blackrock (BLK) | 0.1 | $673k | 577.00 | 1166.07 |
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| Shopify Cl A Sub Vtg Shs (SHOP) | 0.1 | $671k | -7% | 4.5k | 148.61 |
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| Ishares Tr Core S&p Mcp Etf (IJH) | 0.1 | $664k | +30% | 10k | 65.26 |
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| Universal Display Corporation (OLED) | 0.1 | $661k | -10% | 4.6k | 143.63 |
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| Spdr Gold Tr Gold Shs (GLD) | 0.1 | $653k | +41% | 1.8k | 355.47 |
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| State Street Corporation (STT) | 0.1 | $639k | +6% | 5.5k | 116.01 |
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| Lockheed Martin Corporation (LMT) | 0.1 | $638k | -12% | 1.3k | 499.13 |
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| Totalenergies Se Sponsored Ads (TTE) | 0.1 | $635k | -5% | 11k | 59.69 |
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| Pool Corporation (POOL) | 0.1 | $628k | -11% | 2.0k | 310.07 |
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| Jacobs Engineering Group (J) | 0.1 | $620k | +2% | 4.1k | 149.86 |
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| Nordson Corporation (NDSN) | 0.1 | $617k | -12% | 2.7k | 226.95 |
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| UnitedHealth (UNH) | 0.1 | $616k | +22% | 1.8k | 345.39 |
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| W.W. Grainger (GWW) | 0.1 | $605k | -33% | 635.00 | 952.96 |
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| Colgate-Palmolive Company (CL) | 0.1 | $603k | -26% | 7.5k | 79.94 |
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| TJX Companies (TJX) | 0.1 | $603k | 4.2k | 144.54 |
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| Cloudflare Cl A Com (NET) | 0.1 | $602k | +42% | 2.8k | 214.59 |
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| Relx Sponsored Adr (RELX) | 0.1 | $601k | -5% | 13k | 47.76 |
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| Watsco, Incorporated (WSO) | 0.1 | $591k | -12% | 1.5k | 404.30 |
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| Servicenow (NOW) | 0.1 | $585k | +6% | 636.00 | 920.28 |
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| Calix (CALX) | 0.1 | $581k | 9.5k | 61.37 |
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| Kla Corp Com New (KLAC) | 0.1 | $578k | +13% | 536.00 | 1078.60 |
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| Ul Solutions Class A Com Shs (ULS) | 0.1 | $578k | NEW | 8.2k | 70.86 |
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| Arista Networks Com Shs (ANET) | 0.1 | $570k | +11% | 3.9k | 145.71 |
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| Zebra Technologies Corporati Cl A (ZBRA) | 0.1 | $567k | -11% | 1.9k | 297.16 |
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| Prudential Financial (PRU) | 0.1 | $559k | 5.4k | 103.74 |
|
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| EOG Resources (EOG) | 0.1 | $556k | -28% | 5.0k | 112.12 |
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| Ishares Tr Msci Usa Qlt Fct (QUAL) | 0.1 | $555k | +64% | 2.9k | 194.50 |
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| Amphenol Corp Cl A (APH) | 0.1 | $551k | +25% | 4.5k | 123.75 |
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| Cooper Cos (COO) | 0.1 | $545k | -11% | 8.0k | 68.56 |
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| Ollies Bargain Outlt Hldgs I (OLLI) | 0.1 | $544k | -11% | 4.2k | 128.40 |
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| Honeywell International (HON) | 0.1 | $543k | +9% | 2.6k | 210.50 |
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| Embraer Sponsored Ads (ERJ) | 0.1 | $530k | -29% | 8.8k | 60.45 |
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| Automatic Data Processing (ADP) | 0.1 | $529k | 1.8k | 293.50 |
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| Comfort Systems USA (FIX) | 0.1 | $527k | 638.00 | 825.18 |
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| Booking Holdings (BKNG) | 0.1 | $518k | +6% | 96.00 | 5399.27 |
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| Sony Group Corp Sponsored Adr (SONY) | 0.1 | $517k | -14% | 18k | 28.79 |
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| Corning Incorporated (GLW) | 0.1 | $515k | 6.3k | 82.03 |
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| Doordash Cl A (DASH) | 0.1 | $514k | +20% | 1.9k | 271.99 |
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| Roblox Corp Cl A (RBLX) | 0.1 | $514k | +29% | 3.7k | 138.52 |
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| Ishares Tr Core S&p500 Etf (IVV) | 0.1 | $512k | 765.00 | 669.28 |
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| Essex Property Trust (ESS) | 0.1 | $511k | -34% | 1.9k | 267.66 |
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| Trimble Navigation (TRMB) | 0.1 | $506k | NEW | 6.2k | 81.65 |
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| Jack Henry & Associates (JKHY) | 0.1 | $505k | -12% | 3.4k | 148.93 |
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| RBB Us Treasr 10 Yr (UTEN) | 0.1 | $505k | NEW | 11k | 44.22 |
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| Lam Research Corp Com New (LRCX) | 0.1 | $504k | +49% | 3.8k | 133.90 |
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| J P Morgan Exchange Traded F Ultra Shrt Etf (JPST) | 0.1 | $501k | -26% | 9.9k | 50.73 |
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| Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) | 0.1 | $500k | +19% | 9.2k | 54.18 |
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| Allstate Corporation (ALL) | 0.1 | $499k | 2.3k | 214.65 |
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| Bj's Wholesale Club Holdings (BJ) | 0.1 | $496k | -11% | 5.3k | 93.25 |
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| Old Dominion Freight Line (ODFL) | 0.1 | $494k | -37% | 3.5k | 140.78 |
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| Natwest Group Spons Adr (NWG) | 0.0 | $487k | -6% | 34k | 14.15 |
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| Fastenal Company (FAST) | 0.0 | $477k | 9.7k | 49.04 |
|
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| Saia (SAIA) | 0.0 | $472k | -10% | 1.6k | 299.36 |
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| Bright Horizons Fam Sol In D (BFAM) | 0.0 | $466k | -15% | 4.3k | 108.57 |
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| L3harris Technologies (LHX) | 0.0 | $466k | 1.5k | 305.36 |
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| Warby Parker Cl A Com (WRBY) | 0.0 | $465k | -2% | 17k | 27.58 |
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| Choice Hotels International (CHH) | 0.0 | $461k | -12% | 4.3k | 106.91 |
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| Domino's Pizza (DPZ) | 0.0 | $459k | -20% | 1.1k | 431.71 |
|
| Vulcan Materials Company (VMC) | 0.0 | $455k | +16% | 1.5k | 307.62 |
|
| Crowdstrike Hldgs Cl A (CRWD) | 0.0 | $455k | +16% | 927.00 | 490.38 |
|
| Ishares Silver Tr Ishares (SLV) | 0.0 | $451k | +41% | 11k | 42.37 |
|
| Adobe Systems Incorporated (ADBE) | 0.0 | $450k | 1.3k | 352.75 |
|
|
| Ishares Tr Msci Acwi Etf (ACWI) | 0.0 | $449k | 3.2k | 138.24 |
|
|
| T. Rowe Price (TROW) | 0.0 | $446k | +13% | 4.3k | 102.64 |
|
| salesforce (CRM) | 0.0 | $437k | -25% | 1.8k | 237.00 |
|
| Royal Caribbean Cruises (RCL) | 0.0 | $434k | +41% | 1.3k | 323.58 |
|
| Consolidated Edison (ED) | 0.0 | $434k | -31% | 4.3k | 100.52 |
|
| Advanced Micro Devices (AMD) | 0.0 | $433k | +41% | 2.7k | 161.79 |
|
| Truist Financial Corp equities (TFC) | 0.0 | $430k | 9.4k | 45.72 |
|
|
| Spdr Series Trust Prtflo S&p500 Gw (SPYG) | 0.0 | $429k | NEW | 4.1k | 104.51 |
|
| Carrier Global Corporation (CARR) | 0.0 | $429k | 7.2k | 59.70 |
|
|
| Ge Vernova (GEV) | 0.0 | $426k | NEW | 692.00 | 614.90 |
|
| M&T Bank Corporation (MTB) | 0.0 | $425k | +7% | 2.2k | 197.62 |
|
| Dbx Etf Tr Xtrack Msci Eafe (DBEF) | 0.0 | $422k | 9.1k | 46.42 |
|
|
| Thor Industries (THO) | 0.0 | $420k | -11% | 4.1k | 103.69 |
|
| Ishares Tr Rus 1000 Etf (IWB) | 0.0 | $412k | 1.1k | 365.48 |
|
|
| eBay (EBAY) | 0.0 | $409k | 4.5k | 90.96 |
|
|
| Qualcomm (QCOM) | 0.0 | $408k | 2.5k | 166.39 |
|
|
| Intercontinental Exchange (ICE) | 0.0 | $408k | -5% | 2.4k | 168.47 |
|
| Diageo Spon Adr New (DEO) | 0.0 | $404k | +19% | 4.2k | 95.44 |
|
| Capital One Financial (COF) | 0.0 | $399k | +8% | 1.9k | 212.58 |
|
| Banco Bilbao Vizcaya Argenta Sponsored Adr (BBVA) | 0.0 | $391k | -8% | 20k | 19.25 |
|
| Arcutis Biotherapeutics (ARQT) | 0.0 | $389k | +17% | 21k | 18.85 |
|
| Siteone Landscape Supply (SITE) | 0.0 | $384k | -11% | 3.0k | 128.80 |
|
| Spotify Technology S A SHS (SPOT) | 0.0 | $384k | +2% | 550.00 | 698.00 |
|
| Ishares Tr Core Div Grwth (DGRO) | 0.0 | $383k | NEW | 5.6k | 68.08 |
|
| Vertex Pharmaceuticals Incorporated (VRTX) | 0.0 | $380k | +19% | 971.00 | 391.64 |
|
| Banco Santander Adr (SAN) | 0.0 | $379k | -6% | 36k | 10.48 |
|
| Regions Financial Corporation (RF) | 0.0 | $378k | +25% | 14k | 26.37 |
|
| Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.0 | $377k | -16% | 628.00 | 600.40 |
|
| Ishares Tr Rus 1000 Grw Etf (IWF) | 0.0 | $373k | 797.00 | 468.18 |
|
|
| Hp (HPQ) | 0.0 | $372k | 14k | 27.23 |
|
|
| Stryker Corporation (SYK) | 0.0 | $370k | 1.0k | 369.58 |
|
|
| Fair Isaac Corporation (FICO) | 0.0 | $370k | +6% | 247.00 | 1496.53 |
|
| Ryanair Holdings Sponsored Adr (RYAAY) | 0.0 | $368k | -7% | 6.1k | 60.22 |
|
| Taseko Cad (TGB) | 0.0 | $368k | 87k | 4.23 |
|
|
| Fifth Third Ban (FITB) | 0.0 | $365k | 8.2k | 44.55 |
|
|
| British Amern Tob Sponsored Adr (BTI) | 0.0 | $364k | -5% | 6.8k | 53.08 |
|
| Ares Capital Corporation (ARCC) | 0.0 | $363k | 18k | 20.41 |
|
|
| Toast Cl A (TOST) | 0.0 | $361k | -5% | 9.9k | 36.51 |
|
| Union Pacific Corporation (UNP) | 0.0 | $361k | -22% | 1.5k | 236.44 |
|
| Thermo Fisher Scientific (TMO) | 0.0 | $357k | +3% | 735.00 | 485.02 |
|
| Progressive Corporation (PGR) | 0.0 | $355k | +35% | 1.4k | 246.95 |
|
| Proshares Tr S&p 500 Dv Arist (NOBL) | 0.0 | $355k | -13% | 3.4k | 103.07 |
|
| Chemed Corp Com Stk (CHE) | 0.0 | $354k | -11% | 790.00 | 447.74 |
|
| CMS Energy Corporation (CMS) | 0.0 | $353k | 4.8k | 73.26 |
|
|
| Pulte (PHM) | 0.0 | $347k | -49% | 2.6k | 132.13 |
|
| Enovix Corp (ENVX) | 0.0 | $345k | +14% | 35k | 9.97 |
|
| Vanguard Index Fds Small Cp Etf (VB) | 0.0 | $344k | 1.4k | 254.36 |
|
|
| Ishares Tr 0-3 Mnth Treasry (SGOV) | 0.0 | $343k | NEW | 3.4k | 100.70 |
|
| Autodesk (ADSK) | 0.0 | $335k | +11% | 1.1k | 317.67 |
|
| Hamilton Lane Cl A (HLNE) | 0.0 | $329k | -12% | 2.4k | 134.79 |
|
| Canadian Natl Ry (CNI) | 0.0 | $327k | -6% | 3.5k | 94.30 |
|
| Ishares Tr Rus 1000 Val Etf (IWD) | 0.0 | $326k | -19% | 1.6k | 203.63 |
|
| Kratos Defense & Sec Solutio Com New (KTOS) | 0.0 | $325k | NEW | 3.6k | 91.37 |
|
| Beone Medicines Sponsored Ads (ONC) | 0.0 | $324k | -6% | 952.00 | 340.70 |
|
| Xylem (XYL) | 0.0 | $324k | +8% | 2.2k | 147.50 |
|
| Pentair SHS (PNR) | 0.0 | $322k | +4% | 2.9k | 110.76 |
|
| Bristol Myers Squibb (BMY) | 0.0 | $318k | +54% | 7.1k | 45.10 |
|
| Exponent (EXPO) | 0.0 | $315k | -11% | 4.5k | 69.48 |
|
| Constellation Brands Cl A (STZ) | 0.0 | $314k | +28% | 2.3k | 134.67 |
|
| Ishares Tr Core Msci Eafe (IEFA) | 0.0 | $312k | 3.6k | 87.30 |
|
|
| Principal Financial (PFG) | 0.0 | $312k | 3.8k | 82.91 |
|
|
| Eaton Corp SHS (ETN) | 0.0 | $310k | 829.00 | 374.25 |
|
|
| Ameren Corporation (AEE) | 0.0 | $305k | +3% | 2.9k | 104.38 |
|
| Credit Acceptance (CACC) | 0.0 | $304k | 652.00 | 466.93 |
|
|
| Intel Corporation (INTC) | 0.0 | $299k | NEW | 8.9k | 33.55 |
|
| Pfizer (PFE) | 0.0 | $297k | NEW | 12k | 25.48 |
|
| Snowflake Com Shs (SNOW) | 0.0 | $294k | +35% | 1.3k | 225.55 |
|
| ConocoPhillips (COP) | 0.0 | $294k | -2% | 3.1k | 94.59 |
|
| Hilton Worldwide Holdings (HLT) | 0.0 | $291k | +6% | 1.1k | 259.44 |
|
| Tenet Healthcare Corp Com New (THC) | 0.0 | $290k | +16% | 1.4k | 203.04 |
|
| Hubbell (HUBB) | 0.0 | $287k | +5% | 668.00 | 430.31 |
|
| Mondelez Intl Cl A (MDLZ) | 0.0 | $287k | +22% | 4.6k | 62.47 |
|
| Nvent Electric SHS (NVT) | 0.0 | $286k | 2.9k | 98.64 |
|
|
| Micron Technology (MU) | 0.0 | $284k | NEW | 1.7k | 167.32 |
|
| Fossil (FOSL) | 0.0 | $278k | +80% | 108k | 2.57 |
|
| Ishares Tr Eafe Value Etf (EFV) | 0.0 | $277k | -81% | 4.1k | 67.83 |
|
| Williams Companies (WMB) | 0.0 | $275k | -29% | 4.3k | 63.35 |
|
| Best Buy (BBY) | 0.0 | $275k | +3% | 3.6k | 75.62 |
|
| Metropcs Communications (TMUS) | 0.0 | $271k | +16% | 1.1k | 239.38 |
|
| Alnylam Pharmaceuticals (ALNY) | 0.0 | $269k | NEW | 590.00 | 456.00 |
|
| Axon Enterprise (AXON) | 0.0 | $268k | +13% | 374.00 | 717.64 |
|
| Chipotle Mexican Grill (CMG) | 0.0 | $267k | -15% | 6.8k | 39.19 |
|
| Charles Schwab Corporation (SCHW) | 0.0 | $265k | +5% | 2.8k | 95.47 |
|
| Target Corporation (TGT) | 0.0 | $264k | -31% | 2.9k | 89.70 |
|
| Ishares Tr Msci Eafe Etf (EFA) | 0.0 | $264k | NEW | 2.8k | 93.37 |
|
| Peoples Financial Services Corp (PFIS) | 0.0 | $262k | NEW | 5.4k | 48.61 |
|
| Carvana Cl A (CVNA) | 0.0 | $260k | NEW | 688.00 | 377.24 |
|
| AFLAC Incorporated (AFL) | 0.0 | $258k | -3% | 2.3k | 111.70 |
|
| IDEXX Laboratories (IDXX) | 0.0 | $258k | NEW | 403.00 | 638.89 |
|
| United Parcel Service CL B (UPS) | 0.0 | $255k | -33% | 3.0k | 83.53 |
|
| PPL Corporation (PPL) | 0.0 | $251k | 6.8k | 37.16 |
|
|
| Ishares Tr Hdg Msci Eafe (HEFA) | 0.0 | $250k | -65% | 6.3k | 39.61 |
|
| Tompkins Financial Corporation (TMP) | 0.0 | $250k | 3.8k | 66.21 |
|
|
| CVS Caremark Corporation (CVS) | 0.0 | $248k | +3% | 3.3k | 75.39 |
|
| Texas Instruments Incorporated (TXN) | 0.0 | $246k | NEW | 1.3k | 183.73 |
|
| Starbucks Corporation (SBUX) | 0.0 | $246k | -10% | 2.9k | 84.60 |
|
| Palo Alto Networks (PANW) | 0.0 | $244k | +17% | 1.2k | 203.62 |
|
| Global X Fds Defense Tech Etf (SHLD) | 0.0 | $243k | NEW | 3.5k | 70.24 |
|
| SYSCO Corporation (SYY) | 0.0 | $242k | -13% | 2.9k | 82.34 |
|
| Kinross Gold Corp (KGC) | 0.0 | $240k | NEW | 9.6k | 24.85 |
|
| Twilio Cl A (TWLO) | 0.0 | $239k | -32% | 2.4k | 100.09 |
|
| Yum! Brands (YUM) | 0.0 | $238k | +8% | 1.6k | 152.00 |
|
| Bridgebio Pharma (BBIO) | 0.0 | $236k | -2% | 4.5k | 51.94 |
|
| Danaher Corporation (DHR) | 0.0 | $235k | +11% | 1.2k | 198.26 |
|
| Citigroup Com New (C) | 0.0 | $235k | NEW | 2.3k | 101.50 |
|
| Cameco Corporation (CCJ) | 0.0 | $235k | NEW | 2.8k | 83.86 |
|
| Synopsys (SNPS) | 0.0 | $231k | 468.00 | 493.39 |
|
|
| Wp Carey (WPC) | 0.0 | $230k | 3.4k | 67.57 |
|
|
| Ascendis Pharma A/s Sponsored Adr (ASND) | 0.0 | $230k | 1.2k | 198.81 |
|
|
| Nebius Group Shs Class A (NBIS) | 0.0 | $230k | NEW | 2.0k | 112.27 |
|
| Vaneck Etf Trust Gold Miners Etf (GDX) | 0.0 | $230k | NEW | 3.0k | 76.40 |
|
| Edison International (EIX) | 0.0 | $223k | NEW | 4.0k | 55.28 |
|
| Spinnaker Etf Series Select Stoxx Eur (EUAD) | 0.0 | $223k | NEW | 4.7k | 46.97 |
|
| Sba Communications Corp Cl A (SBAC) | 0.0 | $222k | -62% | 1.1k | 193.35 |
|
| Lyondellbasell Industries N Shs - A - (LYB) | 0.0 | $220k | -28% | 4.5k | 49.04 |
|
| Cytokinetics Com New (CYTK) | 0.0 | $219k | NEW | 4.0k | 54.96 |
|
| Accenture Plc Ireland Shs Class A (ACN) | 0.0 | $217k | 880.00 | 246.60 |
|
|
| Global X Fds Global X Uranium (URA) | 0.0 | $216k | NEW | 4.5k | 47.67 |
|
| Apollo Global Mgmt (APO) | 0.0 | $209k | +7% | 1.6k | 133.27 |
|
| Anheuser Busch Inbev Sa Sponsored Adr (BUD) | 0.0 | $209k | -8% | 3.5k | 59.61 |
|
| NiSource (NI) | 0.0 | $208k | NEW | 4.8k | 43.30 |
|
| Sherwin-Williams Company (SHW) | 0.0 | $208k | NEW | 601.00 | 346.26 |
|
| Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) | 0.0 | $208k | 2.6k | 79.93 |
|
|
| Fidelity Covington Trust Enhanced Large (FELG) | 0.0 | $207k | NEW | 5.0k | 41.12 |
|
| Linde SHS (LIN) | 0.0 | $206k | 434.00 | 475.00 |
|
|
| CRH Ord (CRH) | 0.0 | $204k | NEW | 1.7k | 119.90 |
|
| Vanguard Index Fds Value Etf (VTV) | 0.0 | $203k | NEW | 1.1k | 186.49 |
|
| CBOE Holdings (CBOE) | 0.0 | $202k | NEW | 825.00 | 245.25 |
|
| Natera (NTRA) | 0.0 | $202k | -5% | 1.3k | 160.97 |
|
| Ishares Tr Mrngstr Inc Etf (IYLD) | 0.0 | $201k | NEW | 9.4k | 21.28 |
|
| Vanguard Specialized Funds Div App Etf (VIG) | 0.0 | $200k | -6% | 927.00 | 215.79 |
|
| Repositrak Com New (TRAK) | 0.0 | $189k | 13k | 14.82 |
|
|
| Thredup Cl A (TDUP) | 0.0 | $166k | NEW | 18k | 9.45 |
|
| First Watch Restaurant Groupco (FWRG) | 0.0 | $164k | -3% | 11k | 15.64 |
|
| Recursion Pharmaceuticals In Cl A (RXRX) | 0.0 | $63k | NEW | 13k | 4.88 |
|
| Outlook Therapeutics (OTLK) | 0.0 | $51k | +129% | 48k | 1.06 |
|
Past Filings by LVW Advisors
SEC 13F filings are viewable for LVW Advisors going back to 2014
- LVW Advisors 2025 Q3 filed Oct. 20, 2025
- LVW Advisors 2025 Q2 filed July 17, 2025
- 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