LVW Advisors
Latest statistics and disclosures from LVW Advisors's latest quarterly 13F-HR filing:
- Top 5 stock holdings are SCHD, HEFA, VONG, STIP, AAPL, and represent 35.04% of LVW Advisors's stock portfolio.
- Added to shares of these 10 stocks: BIV (+$21M), BSV (+$10M), HEFA (+$7.4M), AVGO (+$6.3M), IJR (+$6.0M), CGIE, VEA, STIP, CGGO, IUSB.
- Started 26 new stock positions in VEA, NEE, XEL, EMN, RF, SYY, AMT, COCO, TMUS, ACWV.
- Reduced shares in these 10 stocks: FNDF, SCHA, VTWO, AAPL, VONG, , , DPZ, HUM, CVX.
- Sold out of its positions in DLB, WTRG, HUM, PSX, PSEC, SNPS, BG, TEL, NXPI.
- LVW Advisors was a net buyer of stock by $74M.
- LVW Advisors has $786M in assets under management (AUM), dropping by 14.84%.
- Central Index Key (CIK): 0001576053
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Portfolio Holdings for LVW Advisors
LVW Advisors holds 308 positions in its portfolio as reported in the September 2024 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Schwab Strategic Tr Us Dividend Eq (SCHD) | 12.8 | $100M | 1.2M | 84.53 |
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| Ishares Tr Hdg Msci Eafe (HEFA) | 7.6 | $60M | +14% | 1.7M | 35.42 |
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| Vanguard Scottsdale Fds Vng Rus1000grw (VONG) | 5.7 | $45M | 467k | 96.52 |
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| Ishares Tr 0-5 Yr Tips Etf (STIP) | 4.6 | $36M | +8% | 354k | 101.32 |
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| Apple (AAPL) | 4.4 | $34M | -3% | 147k | 233.00 |
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| Vanguard Index Fds Growth Etf (VUG) | 4.1 | $32M | 83k | 383.93 |
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| Schwab Strategic Tr Sht Tm Us Tres (SCHO) | 3.3 | $26M | +4% | 528k | 48.98 |
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| Vanguard Bd Index Fds Intermed Term (BIV) | 2.7 | $21M | +9535% | 272k | 78.37 |
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| Schwab Strategic Tr Us Lcap Gr Etf (SCHG) | 2.2 | $17M | 167k | 104.18 |
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| Capital Group Gbl Growth Eqt Shs Creation Uni (CGGO) | 2.1 | $16M | +19% | 541k | 30.15 |
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| Microsoft Corporation (MSFT) | 1.7 | $13M | 31k | 430.30 |
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| Capital Group International SHS (CGIE) | 1.4 | $11M | +78% | 375k | 30.36 |
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| Vanguard Scottsdale Fds Vng Rus2000idx (VTWO) | 1.4 | $11M | -15% | 121k | 89.36 |
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| Vanguard Bd Index Fds Short Trm Bond (BSV) | 1.3 | $10M | NEW | 133k | 78.69 |
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| Ishares Tr Core Total Usd (IUSB) | 1.3 | $10M | +31% | 213k | 47.12 |
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| NVIDIA Corporation (NVDA) | 1.1 | $8.6M | 71k | 121.44 |
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| Amazon (AMZN) | 1.0 | $8.0M | +7% | 43k | 186.33 |
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| Ishares Tr Mbs Etf (MBB) | 0.9 | $7.2M | +4% | 75k | 95.81 |
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| Broadcom (AVGO) | 0.9 | $7.0M | +849% | 41k | 172.50 |
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| Ishares Tr Shrt Nat Mun Etf (SUB) | 0.9 | $6.8M | +5% | 64k | 106.19 |
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| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.8 | $6.6M | -3% | 14k | 460.26 |
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| Ishares Tr Core S&p Scp Etf (IJR) | 0.8 | $6.3M | +1746% | 54k | 116.96 |
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| Alphabet Cap Stk Cl C (GOOG) | 0.8 | $6.3M | 38k | 167.19 |
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| JPMorgan Chase & Co. (JPM) | 0.8 | $6.3M | -3% | 30k | 210.86 |
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| Visa Com Cl A (V) | 0.7 | $5.3M | 19k | 274.95 |
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| Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) | 0.7 | $5.2M | +9% | 101k | 51.12 |
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| Spdr Index Shs Fds Portfli Msci Gbl (SPGM) | 0.6 | $5.1M | +3% | 79k | 64.77 |
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| Meta Platforms Cl A (META) | 0.6 | $5.1M | +13% | 8.9k | 572.41 |
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| Alphabet Cap Stk Cl A (GOOGL) | 0.6 | $5.0M | -3% | 30k | 165.85 |
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| Abbvie (ABBV) | 0.6 | $4.6M | -3% | 23k | 197.48 |
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| Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) | 0.5 | $4.3M | NEW | 82k | 52.81 |
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| Altria (MO) | 0.5 | $3.8M | 74k | 51.04 |
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| Home Depot (HD) | 0.5 | $3.7M | +6% | 9.1k | 405.18 |
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| Schwab Strategic Tr Us Sml Cap Etf (SCHA) | 0.5 | $3.6M | -47% | 70k | 51.50 |
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| Ishares Tr Ishs 1-5yr Invs (IGSB) | 0.4 | $3.5M | +3% | 67k | 52.66 |
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| General Dynamics Corporation (GD) | 0.4 | $3.4M | -2% | 11k | 302.21 |
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| Chubb (CB) | 0.4 | $3.4M | 12k | 288.39 |
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| Mastercard Incorporated Cl A (MA) | 0.4 | $3.2M | +11% | 6.5k | 493.83 |
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| Johnson & Johnson (JNJ) | 0.4 | $3.1M | +9% | 19k | 162.06 |
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| Pepsi (PEP) | 0.4 | $3.1M | -8% | 18k | 170.05 |
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| Ishares Tr 10-20 Yr Trs Etf (TLH) | 0.4 | $3.1M | 28k | 109.33 |
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| Ishares Tr Us Treas Bd Etf (GOVT) | 0.4 | $3.0M | +3% | 128k | 23.45 |
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| Eli Lilly & Co. (LLY) | 0.4 | $2.9M | -2% | 3.3k | 886.01 |
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| Ishares Msci Emrg Chn (EMXC) | 0.4 | $2.9M | +5% | 48k | 61.11 |
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| Us Bancorp Del Com New (USB) | 0.3 | $2.7M | +8% | 58k | 45.73 |
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| Cisco Systems (CSCO) | 0.3 | $2.6M | +13% | 49k | 53.22 |
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| Ishares Tr Russell 2000 Etf (IWM) | 0.3 | $2.6M | -8% | 12k | 220.88 |
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| Paychex (PAYX) | 0.3 | $2.6M | -2% | 19k | 134.19 |
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| Broadstone Net Lease (BNL) | 0.3 | $2.4M | 127k | 18.95 |
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| McDonald's Corporation (MCD) | 0.3 | $2.4M | -3% | 7.9k | 304.50 |
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| Ishares U S Etf Tr Blackrock Sh Dur (NEAR) | 0.3 | $2.3M | +7% | 45k | 51.24 |
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| Amgen (AMGN) | 0.3 | $2.3M | -4% | 7.1k | 322.20 |
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| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 0.3 | $2.3M | +17% | 4.3k | 527.67 |
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| Schwab Strategic Tr Intl Eqty Etf (SCHF) | 0.3 | $2.3M | 55k | 41.12 |
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| Cintas Corporation (CTAS) | 0.3 | $2.2M | +309% | 11k | 205.88 |
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| Exxon Mobil Corporation (XOM) | 0.3 | $2.2M | +5% | 19k | 117.22 |
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| Coca-Cola Company (KO) | 0.3 | $2.2M | +13% | 31k | 71.86 |
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| Verizon Communications (VZ) | 0.3 | $2.1M | +9% | 48k | 44.91 |
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| Duke Energy Corp Com New (DUK) | 0.3 | $2.1M | +5% | 18k | 115.30 |
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| Ishares Tr U.s. Tech Etf (IYW) | 0.3 | $2.1M | -4% | 14k | 151.62 |
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| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 0.3 | $2.0M | +17% | 3.5k | 573.81 |
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| Wal-Mart Stores (WMT) | 0.3 | $2.0M | -3% | 25k | 80.75 |
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| Lennox International (LII) | 0.2 | $1.8M | +13% | 3.0k | 604.29 |
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| Costco Wholesale Corporation (COST) | 0.2 | $1.8M | +12% | 2.1k | 886.46 |
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| Novo-nordisk A S Adr (NVO) | 0.2 | $1.8M | -8% | 15k | 119.07 |
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| Schwab Strategic Tr Us Tips Etf (SCHP) | 0.2 | $1.8M | 34k | 53.63 |
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| Schwab Strategic Tr Fundamental Intl (FNDF) | 0.2 | $1.8M | -73% | 48k | 37.37 |
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| Hca Holdings (HCA) | 0.2 | $1.8M | 4.4k | 406.43 |
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| Vanguard Index Fds Total Stk Mkt (VTI) | 0.2 | $1.8M | +10% | 6.3k | 283.15 |
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| UnitedHealth (UNH) | 0.2 | $1.7M | +20% | 3.0k | 584.68 |
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| Comcast Corp Cl A (CMCSA) | 0.2 | $1.7M | +176% | 41k | 41.77 |
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| Ishares Tr Eafe Grwth Etf (EFG) | 0.2 | $1.7M | -4% | 15k | 107.65 |
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| Tesla Motors (TSLA) | 0.2 | $1.7M | +42% | 6.3k | 261.63 |
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| Medtronic SHS (MDT) | 0.2 | $1.7M | +51% | 18k | 90.03 |
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| Taiwan Semiconductor Mfg Sponsored Ads (TSM) | 0.2 | $1.6M | +3% | 9.4k | 173.67 |
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| S&p Global (SPGI) | 0.2 | $1.6M | +15% | 3.1k | 516.62 |
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| Gilead Sciences (GILD) | 0.2 | $1.6M | +11% | 19k | 83.84 |
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| Wec Energy Group (WEC) | 0.2 | $1.5M | 16k | 96.18 |
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| PNC Financial Services (PNC) | 0.2 | $1.5M | +2% | 8.3k | 184.85 |
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| Schwab Strategic Tr Us Aggregate B (SCHZ) | 0.2 | $1.5M | +11% | 32k | 47.52 |
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| Southern Company (SO) | 0.2 | $1.5M | +12% | 17k | 90.18 |
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| Bank of America Corporation (BAC) | 0.2 | $1.5M | -15% | 38k | 39.68 |
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| Ishares Tr Eafe Value Etf (EFV) | 0.2 | $1.5M | -12% | 26k | 57.53 |
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| American Electric Power Company (AEP) | 0.2 | $1.5M | +8% | 14k | 102.60 |
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| Pulte (PHM) | 0.2 | $1.5M | +29% | 10k | 143.53 |
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| Procter & Gamble Company (PG) | 0.2 | $1.4M | 8.3k | 173.20 |
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| Sap Se Spon Adr (SAP) | 0.2 | $1.4M | -8% | 6.2k | 229.10 |
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| Ferrari Nv Ord (RACE) | 0.2 | $1.4M | -2% | 2.9k | 470.11 |
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| Astrazeneca Sponsored Adr (AZN) | 0.2 | $1.4M | -8% | 18k | 77.91 |
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| Vanguard Whitehall Fds High Div Yld (VYM) | 0.2 | $1.3M | -4% | 11k | 128.20 |
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| Chevron Corporation (CVX) | 0.2 | $1.3M | -18% | 9.0k | 147.27 |
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| Morgan Stanley Com New (MS) | 0.2 | $1.3M | -15% | 13k | 104.24 |
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| Raytheon Technologies Corp (RTX) | 0.2 | $1.3M | 11k | 121.17 |
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| Kimberly-Clark Corporation (KMB) | 0.2 | $1.3M | +16% | 8.9k | 142.28 |
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| Anebulo Pharmaceuticals (ANEB) | 0.2 | $1.2M | 641k | 1.93 |
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| Parker-Hannifin Corporation (PH) | 0.2 | $1.2M | +14% | 2.0k | 631.82 |
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| Masco Corporation (MAS) | 0.2 | $1.2M | +20% | 15k | 83.94 |
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| Totalenergies Se Sponsored Ads (TTE) | 0.2 | $1.2M | -8% | 19k | 64.62 |
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| Cooper Cos (COO) | 0.1 | $1.2M | +10% | 11k | 110.34 |
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| Netflix (NFLX) | 0.1 | $1.1M | +5% | 1.6k | 709.27 |
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| Asml Holding N V N Y Registry Shs (ASML) | 0.1 | $1.1M | -12% | 1.4k | 833.25 |
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| Bentley Sys Com Cl B (BSY) | 0.1 | $1.1M | +11% | 22k | 50.81 |
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| EOG Resources (EOG) | 0.1 | $1.1M | +20% | 8.9k | 122.93 |
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| Moody's Corporation (MCO) | 0.1 | $1.1M | +15% | 2.3k | 474.59 |
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| Equifax (EFX) | 0.1 | $1.1M | +10% | 3.6k | 293.86 |
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| Bank of New York Mellon Corporation (BK) | 0.1 | $1.1M | +5% | 15k | 71.86 |
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| Fair Isaac Corporation (FICO) | 0.1 | $1.1M | +12% | 542.00 | 1943.52 |
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| Target Corporation (TGT) | 0.1 | $1.0M | +7% | 6.7k | 155.86 |
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| Pool Corporation (POOL) | 0.1 | $1.0M | +11% | 2.7k | 376.80 |
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| Caterpillar (CAT) | 0.1 | $1.0M | -19% | 2.6k | 391.12 |
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| MetLife (MET) | 0.1 | $1.0M | +4% | 12k | 82.48 |
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| Teradyne (TER) | 0.1 | $1.0M | +11% | 7.6k | 133.93 |
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| Deere & Company (DE) | 0.1 | $995k | -12% | 2.4k | 417.33 |
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| Lowe's Companies (LOW) | 0.1 | $966k | +6% | 3.6k | 270.85 |
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| American Express Company (AXP) | 0.1 | $963k | +2% | 3.6k | 271.22 |
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| Lpl Financial Holdings (LPLA) | 0.1 | $951k | +13% | 4.1k | 232.63 |
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| Nordson Corporation (NDSN) | 0.1 | $951k | +10% | 3.6k | 262.63 |
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| W.R. Berkley Corporation (WRB) | 0.1 | $949k | +66% | 17k | 56.73 |
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| Watsco, Incorporated (WSO) | 0.1 | $947k | +12% | 1.9k | 491.88 |
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| Interactive Brokers Group In Com Cl A (IBKR) | 0.1 | $946k | +10% | 6.8k | 139.36 |
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| Zebra Technologies Corporati Cl A (ZBRA) | 0.1 | $938k | +11% | 2.5k | 370.32 |
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| Truist Financial Corp equities (TFC) | 0.1 | $903k | +4% | 21k | 42.77 |
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| Abbott Laboratories (ABT) | 0.1 | $899k | +31% | 7.9k | 114.01 |
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| Merck & Co (MRK) | 0.1 | $888k | +15% | 7.8k | 113.56 |
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| Aspen Technology (AZPN) | 0.1 | $884k | +9% | 3.7k | 238.82 |
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| Dbx Etf Tr Xtrack Msci Eafe (DBEF) | 0.1 | $860k | +13% | 21k | 42.02 |
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| Rollins (ROL) | 0.1 | $859k | +11% | 17k | 50.58 |
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| Hp (HPQ) | 0.1 | $857k | 24k | 35.87 |
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| Bright Horizons Fam Sol In D (BFAM) | 0.1 | $853k | +10% | 6.1k | 140.13 |
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| Vici Pptys (VICI) | 0.1 | $828k | +108% | 25k | 33.31 |
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| Zurn Water Solutions Corp Zws (ZWS) | 0.1 | $827k | +11% | 23k | 35.94 |
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| Public Service Enterprise (PEG) | 0.1 | $825k | +8% | 9.3k | 89.21 |
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| AmerisourceBergen (COR) | 0.1 | $825k | +14% | 3.7k | 225.08 |
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| Msci (MSCI) | 0.1 | $817k | +41% | 1.4k | 582.93 |
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| Applied Materials (AMAT) | 0.1 | $816k | -10% | 4.0k | 202.05 |
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| Allegion Ord Shs (ALLE) | 0.1 | $803k | +10% | 5.5k | 145.74 |
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| Broadridge Financial Solutions (BR) | 0.1 | $800k | +44% | 3.7k | 215.03 |
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| Jack Henry & Associates (JKHY) | 0.1 | $794k | +10% | 4.5k | 176.54 |
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| Choice Hotels International (CHH) | 0.1 | $787k | +52% | 6.0k | 130.30 |
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| Universal Display Corporation (OLED) | 0.1 | $785k | NEW | 3.7k | 209.90 |
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| Domino's Pizza (DPZ) | 0.1 | $749k | -37% | 1.7k | 430.14 |
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| Union Pacific Corporation (UNP) | 0.1 | $743k | 3.0k | 246.48 |
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| Saia (SAIA) | 0.1 | $719k | +12% | 1.6k | 437.26 |
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| Intuitive Surgical Com New (ISRG) | 0.1 | $702k | +8% | 1.4k | 491.27 |
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| Equity Residential Sh Ben Int (EQR) | 0.1 | $701k | +25% | 9.4k | 74.46 |
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| Prudential Financial (PRU) | 0.1 | $698k | -24% | 5.8k | 121.10 |
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| Exponent (EXPO) | 0.1 | $696k | +10% | 6.0k | 115.28 |
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| Fifth Third Ban (FITB) | 0.1 | $691k | +3% | 16k | 42.84 |
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| Charles River Laboratories (CRL) | 0.1 | $683k | +11% | 3.5k | 196.97 |
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| Lyondellbasell Industries N Shs - A - (LYB) | 0.1 | $679k | -12% | 7.1k | 95.90 |
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| Philip Morris International (PM) | 0.1 | $677k | +2% | 5.6k | 121.40 |
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| Old Dominion Freight Line (ODFL) | 0.1 | $656k | +155% | 3.3k | 198.64 |
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| Diageo Spon Adr New (DEO) | 0.1 | $651k | +4% | 4.6k | 140.35 |
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| BlackRock (BLK) | 0.1 | $648k | +2% | 682.00 | 949.62 |
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| Lockheed Martin Corporation (LMT) | 0.1 | $647k | +7% | 1.1k | 584.41 |
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| Travelers Companies (TRV) | 0.1 | $645k | +6% | 2.8k | 234.12 |
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| Relx Sponsored Adr (RELX) | 0.1 | $643k | -10% | 14k | 47.46 |
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| 3M Company (MMM) | 0.1 | $634k | 4.6k | 136.70 |
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| Best Buy (BBY) | 0.1 | $626k | +6% | 6.1k | 103.30 |
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| Chemed Corp Com Stk (CHE) | 0.1 | $625k | +11% | 1.0k | 600.97 |
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| United Parcel Service CL B (UPS) | 0.1 | $615k | -12% | 4.5k | 136.33 |
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| ResMed (RMD) | 0.1 | $613k | +84% | 2.5k | 244.12 |
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| Goldman Sachs (GS) | 0.1 | $609k | -8% | 1.2k | 495.11 |
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| Bj's Wholesale Club Holdings (BJ) | 0.1 | $606k | +9% | 7.3k | 82.48 |
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| Teledyne Technologies Incorporated (TDY) | 0.1 | $604k | +12% | 1.4k | 437.66 |
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| Bristol Myers Squibb (BMY) | 0.1 | $601k | 12k | 51.74 |
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| Scotts Miracle-gro Cl A (SMG) | 0.1 | $601k | +11% | 6.9k | 86.70 |
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| MercadoLibre (MELI) | 0.1 | $595k | -7% | 290.00 | 2051.96 |
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| Siteone Landscape Supply (SITE) | 0.1 | $595k | +10% | 3.9k | 150.91 |
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| Carrier Global Corporation (CARR) | 0.1 | $595k | 7.4k | 80.49 |
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| Thor Industries (THO) | 0.1 | $579k | +11% | 5.3k | 109.89 |
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| State Street Corporation (STT) | 0.1 | $569k | +3% | 6.4k | 88.47 |
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| Jacobs Engineering Group (J) | 0.1 | $567k | +3% | 4.3k | 130.90 |
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| Ecolab (ECL) | 0.1 | $563k | -4% | 2.2k | 255.33 |
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| Thermo Fisher Scientific (TMO) | 0.1 | $563k | -4% | 910.00 | 618.57 |
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| Adobe Systems Incorporated (ADBE) | 0.1 | $558k | +16% | 1.1k | 517.78 |
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| Constellation Brands Cl A (STZ) | 0.1 | $555k | -18% | 2.2k | 257.69 |
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| Palantir Technologies Cl A (PLTR) | 0.1 | $555k | +6% | 15k | 37.20 |
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| Hartford Financial Services (HIG) | 0.1 | $549k | +6% | 4.7k | 117.61 |
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| Knife River Corp Common Stock (KNF) | 0.1 | $539k | +3% | 6.0k | 89.39 |
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| Consolidated Edison (ED) | 0.1 | $536k | +3% | 5.2k | 104.13 |
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| Oracle Corporation (ORCL) | 0.1 | $515k | +27% | 3.0k | 170.40 |
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| Ishares Tr Msci Acwi Etf (ACWI) | 0.1 | $510k | -9% | 4.3k | 119.55 |
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| salesforce (CRM) | 0.1 | $505k | 1.8k | 273.71 |
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| Colgate-Palmolive Company (CL) | 0.1 | $497k | +65% | 4.8k | 103.81 |
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| Edison International (EIX) | 0.1 | $497k | +17% | 5.7k | 87.09 |
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| Honeywell International (HON) | 0.1 | $491k | +10% | 2.4k | 206.71 |
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| Blackstone Group Inc Com Cl A (BX) | 0.1 | $487k | +14% | 3.2k | 153.14 |
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| International Business Machines (IBM) | 0.1 | $481k | +25% | 2.2k | 221.08 |
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| Advanced Micro Devices (AMD) | 0.1 | $478k | +41% | 2.9k | 164.08 |
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| Servicenow (NOW) | 0.1 | $472k | +34% | 528.00 | 894.39 |
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| Cloudflare Cl A Com (NET) | 0.1 | $472k | NEW | 5.8k | 80.89 |
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| Fastenal Company (FAST) | 0.1 | $471k | +46% | 6.6k | 71.42 |
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| Kla Corp Com New (KLAC) | 0.1 | $468k | +5% | 604.00 | 774.41 |
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| Uber Technologies (UBER) | 0.1 | $468k | +72% | 6.2k | 75.16 |
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| Canadian Natl Ry (CNI) | 0.1 | $467k | -15% | 4.0k | 117.15 |
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| Ishares Tr Core S&p500 Etf (IVV) | 0.1 | $467k | 809.00 | 577.08 |
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| Wells Fargo & Company (WFC) | 0.1 | $465k | -4% | 8.2k | 56.49 |
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| Intercontinental Exchange (ICE) | 0.1 | $462k | -11% | 2.9k | 160.64 |
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| Walt Disney Company (DIS) | 0.1 | $459k | -12% | 4.8k | 96.19 |
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| Automatic Data Processing (ADP) | 0.1 | $449k | -33% | 1.6k | 276.73 |
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| Qualcomm (QCOM) | 0.1 | $441k | +9% | 2.6k | 170.05 |
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| Kinder Morgan (KMI) | 0.1 | $434k | -2% | 20k | 22.09 |
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| Entergy Corporation (ETR) | 0.1 | $427k | +23% | 3.2k | 131.61 |
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| Proshares Tr S&p 500 Dv Arist (NOBL) | 0.1 | $417k | 3.9k | 106.76 |
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| Xylem (XYL) | 0.1 | $402k | 3.0k | 135.03 |
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| Chipotle Mexican Grill (CMG) | 0.1 | $396k | +9% | 6.9k | 57.62 |
|
| Illinois Tool Works (ITW) | 0.0 | $393k | +15% | 1.5k | 262.07 |
|
| Owens Corning (OC) | 0.0 | $387k | +5% | 2.2k | 176.52 |
|
| Eaton Corp SHS (ETN) | 0.0 | $373k | 1.1k | 331.44 |
|
|
| McKesson Corporation (MCK) | 0.0 | $372k | -26% | 753.00 | 494.42 |
|
| T. Rowe Price (TROW) | 0.0 | $370k | -41% | 3.4k | 108.93 |
|
| Vertex Pharmaceuticals Incorporated (VRTX) | 0.0 | $368k | +6% | 792.00 | 465.08 |
|
| Embraer Sponsored Ads (ERJ) | 0.0 | $365k | +3% | 10k | 35.37 |
|
| Ares Capital Corporation (ARCC) | 0.0 | $362k | 17k | 20.94 |
|
|
| American Tower Reit (AMT) | 0.0 | $361k | NEW | 1.6k | 232.55 |
|
| L3harris Technologies (LHX) | 0.0 | $359k | -5% | 1.5k | 237.88 |
|
| RPM International (RPM) | 0.0 | $358k | +21% | 3.0k | 121.00 |
|
| Natwest Group Spons Adr (NWG) | 0.0 | $352k | -8% | 38k | 9.36 |
|
| Danaher Corporation (DHR) | 0.0 | $351k | +2% | 1.3k | 278.02 |
|
| Ishares Tr Core S&p Mcp Etf (IJH) | 0.0 | $347k | +7% | 5.6k | 62.32 |
|
| eBay (EBAY) | 0.0 | $345k | -8% | 5.3k | 65.11 |
|
| BP Sponsored Adr (BP) | 0.0 | $345k | -25% | 11k | 31.39 |
|
| TJX Companies (TJX) | 0.0 | $341k | +6% | 2.9k | 117.54 |
|
| Emerson Electric (EMR) | 0.0 | $340k | -35% | 3.1k | 109.37 |
|
| Tfii Cn (TFII) | 0.0 | $337k | -9% | 2.5k | 136.89 |
|
| Agilent Technologies Inc C ommon (A) | 0.0 | $332k | +13% | 2.2k | 148.48 |
|
| Enovix Corp (ENVX) | 0.0 | $330k | 35k | 9.34 |
|
|
| Deutsche Bank A G Namen Akt (DB) | 0.0 | $329k | -10% | 19k | 17.31 |
|
| Anheuser Busch Inbev Sa Sponsored Adr (BUD) | 0.0 | $321k | -12% | 4.8k | 66.29 |
|
| Stryker Corporation (SYK) | 0.0 | $316k | -4% | 874.00 | 361.41 |
|
| Calix (CALX) | 0.0 | $312k | +37% | 8.0k | 38.79 |
|
| Corning Incorporated (GLW) | 0.0 | $312k | 6.9k | 45.15 |
|
|
| Accenture Plc Ireland Shs Class A (ACN) | 0.0 | $309k | -8% | 875.00 | 353.48 |
|
| Starbucks Corporation (SBUX) | 0.0 | $306k | +18% | 3.1k | 97.48 |
|
| Xcel Energy (XEL) | 0.0 | $306k | NEW | 4.7k | 65.30 |
|
| Intuit (INTU) | 0.0 | $302k | +23% | 486.00 | 621.00 |
|
| Mccormick & Co Com Non Vtg (MKC) | 0.0 | $301k | +9% | 3.7k | 82.31 |
|
| Genmab A/s Sponsored Ads (GMAB) | 0.0 | $301k | -15% | 12k | 24.38 |
|
| National Grid Sponsored Adr Ne (NGG) | 0.0 | $300k | -10% | 4.3k | 69.68 |
|
| Booking Holdings (BKNG) | 0.0 | $299k | -16% | 71.00 | 4212.13 |
|
| Nike CL B (NKE) | 0.0 | $298k | -17% | 3.4k | 88.41 |
|
| Natera (NTRA) | 0.0 | $297k | +2% | 2.3k | 126.95 |
|
| British Amern Tob Sponsored Adr (BTI) | 0.0 | $295k | -11% | 8.1k | 36.58 |
|
| Freshpet (FRPT) | 0.0 | $292k | -22% | 2.1k | 136.77 |
|
| Tandem Diabetes Care Com New (TNDM) | 0.0 | $291k | -12% | 6.9k | 42.41 |
|
| Oscar Health Cl A (OSCR) | 0.0 | $290k | -18% | 14k | 21.21 |
|
| Credit Acceptance (CACC) | 0.0 | $289k | 652.00 | 443.42 |
|
|
| Zoetis Cl A (ZTS) | 0.0 | $287k | +11% | 1.5k | 195.38 |
|
| Extra Space Storage (EXR) | 0.0 | $287k | -2% | 1.6k | 180.19 |
|
| Pfizer (PFE) | 0.0 | $287k | -51% | 9.9k | 28.94 |
|
| Pentair SHS (PNR) | 0.0 | $286k | 2.9k | 97.79 |
|
|
| Eversource Energy (ES) | 0.0 | $283k | -22% | 4.2k | 68.05 |
|
| Stmicroelectronics N V Ny Registry (STM) | 0.0 | $282k | -22% | 9.5k | 29.73 |
|
| Taseko Cad (TGB) | 0.0 | $282k | 112k | 2.52 |
|
|
| Arista Networks (ANET) | 0.0 | $280k | +5% | 730.00 | 383.82 |
|
| Principal Financial (PFG) | 0.0 | $279k | -2% | 3.3k | 85.90 |
|
| Texas Instruments Incorporated (TXN) | 0.0 | $277k | +10% | 1.3k | 206.57 |
|
| CMS Energy Corporation (CMS) | 0.0 | $276k | NEW | 3.9k | 70.63 |
|
| Aon Shs Cl A (AON) | 0.0 | $273k | +11% | 790.00 | 345.99 |
|
| Omni (OMC) | 0.0 | $271k | +3% | 2.6k | 103.39 |
|
| W.W. Grainger (GWW) | 0.0 | $265k | NEW | 255.00 | 1038.81 |
|
| Anthem (ELV) | 0.0 | $265k | -37% | 509.00 | 520.00 |
|
| Alps Etf Tr Alerian Mlp (AMLP) | 0.0 | $262k | -24% | 5.6k | 47.13 |
|
| Warby Parker Cl A Com (WRBY) | 0.0 | $262k | +27% | 16k | 16.33 |
|
| M&T Bank Corporation (MTB) | 0.0 | $260k | NEW | 1.5k | 178.12 |
|
| Fluor Corporation (FLR) | 0.0 | $259k | +8% | 5.4k | 47.71 |
|
| Outlook Therapeutics (OTLK) | 0.0 | $255k | 48k | 5.34 |
|
|
| ConocoPhillips (COP) | 0.0 | $253k | -18% | 2.4k | 105.28 |
|
| Shopify Cl A (SHOP) | 0.0 | $252k | -10% | 3.1k | 80.14 |
|
| CVS Caremark Corporation (CVS) | 0.0 | $250k | 4.0k | 62.88 |
|
|
| Phathom Pharmaceuticals (PHAT) | 0.0 | $243k | +4% | 13k | 18.08 |
|
| Glaukos (GKOS) | 0.0 | $242k | +3% | 1.9k | 130.28 |
|
| Progressive Corporation (PGR) | 0.0 | $242k | NEW | 954.00 | 253.76 |
|
| Hubbell (HUBB) | 0.0 | $239k | -10% | 559.00 | 428.35 |
|
| Newmont Mining Corporation (NEM) | 0.0 | $237k | NEW | 4.4k | 53.45 |
|
| Tyson Foods Cl A (TSN) | 0.0 | $236k | 4.0k | 59.56 |
|
|
| Tompkins Financial Corporation (TMP) | 0.0 | $236k | NEW | 4.1k | 57.79 |
|
| Sweetgreen Com Cl A (SG) | 0.0 | $229k | NEW | 6.5k | 35.45 |
|
| Metropcs Communications (TMUS) | 0.0 | $228k | NEW | 1.1k | 206.36 |
|
| Sempra Energy (SRE) | 0.0 | $226k | NEW | 2.7k | 83.63 |
|
| Eastman Chemical Company (EMN) | 0.0 | $225k | NEW | 2.0k | 111.95 |
|
| Beigene Sponsored Adr (BGNE) | 0.0 | $225k | -49% | 1.0k | 224.51 |
|
| SYSCO Corporation (SYY) | 0.0 | $225k | NEW | 2.9k | 78.05 |
|
| Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) | 0.0 | $224k | 4.7k | 47.85 |
|
|
| Ishares Tr Rus 1000 Grw Etf (IWF) | 0.0 | $221k | 589.00 | 375.62 |
|
|
| Intel Corporation (INTC) | 0.0 | $220k | 9.4k | 23.46 |
|
|
| Ishares Msci Gbl Min Vol (ACWV) | 0.0 | $218k | NEW | 1.9k | 114.52 |
|
| Regions Financial Corporation (RF) | 0.0 | $215k | NEW | 9.2k | 23.33 |
|
| Teck Resources CL B (TECK) | 0.0 | $215k | NEW | 4.1k | 52.24 |
|
| Wp Carey (WPC) | 0.0 | $212k | NEW | 3.4k | 62.30 |
|
| Vanguard Index Fds Small Cp Etf (VB) | 0.0 | $212k | -22% | 894.00 | 237.23 |
|
| Vanguard Specialized Funds Div App Etf (VIG) | 0.0 | $210k | NEW | 1.1k | 198.06 |
|
| Vita Coco Co Inc/the (COCO) | 0.0 | $209k | NEW | 7.4k | 28.31 |
|
| Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.0 | $207k | 424.00 | 488.07 |
|
|
| Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) | 0.0 | $207k | 2.6k | 79.42 |
|
|
| Amphenol Corp Cl A (APH) | 0.0 | $206k | 3.2k | 65.16 |
|
|
| Nvent Electric SHS (NVT) | 0.0 | $206k | 2.9k | 70.26 |
|
|
| Blackstone Secd Lending Common Stock (BXSL) | 0.0 | $205k | 7.0k | 29.29 |
|
|
| Nextera Energy (NEE) | 0.0 | $205k | NEW | 2.4k | 84.53 |
|
| AFLAC Incorporated (AFL) | 0.0 | $203k | NEW | 1.8k | 111.80 |
|
| Ishares Tr Mrngstr Inc Etf (IYLD) | 0.0 | $202k | NEW | 9.8k | 20.66 |
|
| Cameco Corporation (CCJ) | 0.0 | $200k | 4.2k | 47.76 |
|
|
| America Movil Sab De Cv Spon Ads Rp Cl B (AMX) | 0.0 | $180k | -20% | 11k | 16.36 |
|
| Cenovus Energy (CVE) | 0.0 | $175k | -13% | 11k | 16.73 |
|
| Viatris (VTRS) | 0.0 | $165k | +5% | 14k | 11.61 |
|
| Cnh Indl N V SHS (CNH) | 0.0 | $111k | 10k | 11.10 |
|
|
| Complete Solaria (CSLR) | 0.0 | $39k | 14k | 2.81 |
|
Past Filings by LVW Advisors
SEC 13F filings are viewable for LVW Advisors going back to 2014
- 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
- LVW Advisors 2021 Q1 filed April 19, 2021
- LVW Advisors 2020 Q4 filed Feb. 4, 2021