LVW Advisors
Latest statistics and disclosures from LVW Advisors's latest quarterly 13F-HR filing:
- Top 5 stock holdings are SPYM, VEA, SCHO, BIV, AAPL, and represent 27.85% of LVW Advisors's stock portfolio.
- Added to shares of these 10 stocks: IJH (+$11M), BIL (+$10M), BIV (+$9.3M), SPY (+$7.6M), SCHO (+$5.5M), Exxon Mobil Corp, CGGO, LAMR, SPG, EPD.
- Started 55 new stock positions in SNAP, BNS, VRSK, HPE, DRI, IXJ, IAG, NBIS, ORI, ROIV.
- Reduced shares in these 10 stocks: VONG (-$9.5M), VEA (-$7.5M), TAFM (-$6.9M), SCHD, IJR, , BND, PYLD, SUB, NEAR.
- Sold out of its positions in AFL, AA, BUD, APP, BJ, CHRW, CMS, CDNS, CALX, CHH.
- LVW Advisors was a net buyer of stock by $32M.
- LVW Advisors has $1.2B in assets under management (AUM), dropping by 2.60%.
- Central Index Key (CIK): 0001576053
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Portfolio Holdings for LVW Advisors
LVW Advisors holds 459 positions in its portfolio as reported in the September 2026 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Spdr Series Trust St Str P500etf (SPYM) | 9.2 | $110M | 1.2M | 89.76 |
|
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| Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) | 6.1 | $73M | -9% | 1.0M | 70.61 |
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| Schwab Strategic Tr Sht Tm Us Tres (SCHO) | 4.8 | $58M | +10% | 2.4M | 23.86 |
|
| Vanguard Bd Index Fds Intermed Term (BIV) | 3.8 | $45M | +25% | 622k | 72.86 |
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| Apple (AAPL) | 3.8 | $45M | -2% | 136k | 333.02 |
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| Ishares Tr 0-5 Yr Tips Etf (STIP) | 3.6 | $43M | 431k | 99.70 |
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| Capital Group Gbl Growth Eqt Shs Creat Unit (CGGO) | 3.4 | $41M | +6% | 1.0M | 39.78 |
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| Schwab Strategic Tr Us Dividend Eq (SCHD) | 2.8 | $33M | -12% | 1.0M | 32.53 |
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| NVIDIA Corporation (NVDA) | 2.5 | $29M | 128k | 228.38 |
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| Vanguard Scottsdale Fds Vng Rus1000grw (VONG) | 2.3 | $28M | -25% | 215k | 128.93 |
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| Capital Group International SHS (CGIE) | 2.1 | $25M | +3% | 685k | 36.70 |
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| Ishares Tr Shrt Nat Mun Etf (SUB) | 2.0 | $24M | -8% | 232k | 104.54 |
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| Vanguard Index Fds Mrngstr Grwt Etf (VUG) | 1.8 | $22M | -5% | 244k | 90.11 |
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| Microsoft Corporation (MSFT) | 1.6 | $19M | 36k | 512.90 |
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| Ab Active Etfs Tax Aw Inter Etf (TAFM) | 1.5 | $18M | -27% | 764k | 23.99 |
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| Alphabet Cap Stk Cl C (GOOG) | 1.2 | $14M | 42k | 340.74 |
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| Alphabet Cap Stk Cl A (GOOGL) | 1.2 | $14M | +6% | 40k | 344.08 |
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| Ishares Tr Core S&p Mcp Etf (IJH) | 1.2 | $14M | +371% | 193k | 71.95 |
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| Vanguard Scottsdale Fds Vng Rus2000idx (VTWO) | 1.1 | $14M | 120k | 112.24 |
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| Amazon (AMZN) | 1.1 | $13M | -3% | 54k | 249.15 |
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| Vanguard Bd Index Fds Total Bnd Mrkt (BND) | 1.0 | $12M | -16% | 170k | 70.15 |
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| Spdr Series Trust St Str Blo 1 Etf (BIL) | 1.0 | $12M | +678% | 126k | 91.64 |
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| Schwab Strategic Tr Us Lcap Gr Etf (SCHG) | 1.0 | $11M | -2% | 316k | 35.93 |
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| State Str Spdr S&p 500 Etf T Tr Unit (SPY) | 0.9 | $11M | +205% | 15k | 762.58 |
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| JPMorgan Chase & Co. (JPM) | 0.9 | $10M | 31k | 330.83 |
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| Broadcom (AVGO) | 0.8 | $9.3M | +13% | 26k | 351.19 |
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| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.7 | $8.6M | 17k | 497.95 |
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| Ishares Tr Core S&p Scp Etf (IJR) | 0.7 | $8.4M | -29% | 62k | 136.04 |
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| Johnson & Johnson (JNJ) | 0.7 | $8.0M | +22% | 30k | 264.74 |
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| Micron Technology (MU) | 0.6 | $7.7M | -2% | 7.2k | 1065.11 |
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| Meta Platforms Cl A (META) | 0.6 | $7.7M | +5% | 11k | 725.18 |
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| Schwab Strategic Tr Emrg Mkteq Etf (SCHE) | 0.6 | $7.5M | +22% | 205k | 36.45 |
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| Visa Com Cl A (V) | 0.6 | $7.3M | 20k | 359.33 |
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| Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) | 0.6 | $7.3M | -16% | 124k | 59.31 |
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| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 0.6 | $6.6M | +3% | 9.5k | 700.86 |
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| Abbvie (ABBV) | 0.6 | $6.6M | +26% | 25k | 261.59 |
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| Pimco Etf Tr Multisector Bd (PYLD) | 0.4 | $5.2M | -31% | 206k | 25.39 |
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| Taiwan Semiconductor Manufac Sponsored Ads (TSM) | 0.4 | $4.8M | -5% | 10k | 456.19 |
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| Ishares Msci Emrg Chn (EMXC) | 0.4 | $4.6M | -13% | 47k | 99.08 |
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| Cisco Systems (CSCO) | 0.4 | $4.6M | -5% | 43k | 107.63 |
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| Exxonmobil Holdings Corp Com Shs | 0.4 | $4.2M | NEW | 26k | 162.75 |
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| Eli Lilly & Co. (LLY) | 0.4 | $4.2M | 3.6k | 1157.19 |
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| Advanced Micro Devices (AMD) | 0.3 | $3.7M | +5% | 6.1k | 611.76 |
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| Altria (MO) | 0.3 | $3.7M | 55k | 67.34 |
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| Us Bancorp Com New (USB) | 0.3 | $3.5M | 60k | 57.76 |
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| Schwab Strategic Tr Intl Eqty Etf (SCHF) | 0.3 | $3.4M | -21% | 125k | 27.47 |
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| Western Digital (WDC) | 0.3 | $3.4M | -26% | 7.5k | 454.46 |
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| Mastercard Incorporated Cl A (MA) | 0.3 | $3.3M | 6.1k | 551.49 |
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| Tesla Motors (TSLA) | 0.3 | $3.3M | -13% | 9.4k | 354.81 |
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| Gilead Sciences (GILD) | 0.3 | $3.2M | -7% | 22k | 149.05 |
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| Merck & Co (MRK) | 0.3 | $3.2M | 22k | 145.31 |
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| Bank of America Corporation (BAC) | 0.3 | $3.2M | +11% | 59k | 54.43 |
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| Home Depot (HD) | 0.3 | $3.2M | +39% | 11k | 284.50 |
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| Asml Hldg Nv N Y Registry Shs (ASML) | 0.3 | $3.1M | +23% | 1.7k | 1811.67 |
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| Chubb (CB) | 0.3 | $3.1M | 9.7k | 325.25 |
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| Seagate Technology Hldngs Pl Ord Shs (STX) | 0.3 | $3.1M | -17% | 3.3k | 922.34 |
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| Morgan Stanley Com New (MS) | 0.3 | $3.0M | +89% | 16k | 188.08 |
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| Amgen (AMGN) | 0.3 | $3.0M | 7.2k | 421.49 |
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| General Dynamics Corporation (GD) | 0.2 | $2.8M | 8.5k | 331.85 |
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| Chevron Corporation (CVX) | 0.2 | $2.8M | 14k | 204.21 |
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| HSBC HLDGS Spon Adr New (HSBC) | 0.2 | $2.8M | +10% | 28k | 99.31 |
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| Philip Morris International (PM) | 0.2 | $2.8M | +48% | 14k | 190.82 |
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| Citigroup Com New (C) | 0.2 | $2.7M | +11% | 21k | 129.48 |
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| Paychex (PAYX) | 0.2 | $2.7M | +72% | 27k | 98.50 |
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| Xometry Class A Com (XMTR) | 0.2 | $2.5M | +85% | 25k | 102.85 |
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| Wal-Mart Stores (WMT) | 0.2 | $2.5M | +3% | 24k | 103.92 |
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| Lam Research Corp Com New (LRCX) | 0.2 | $2.5M | -9% | 7.6k | 328.51 |
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| Intel Corporation (INTC) | 0.2 | $2.3M | -3% | 19k | 120.23 |
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| Deere & Company (DE) | 0.2 | $2.2M | +9% | 3.3k | 671.55 |
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| Broadstone Net Lease (BNL) | 0.2 | $2.2M | 118k | 18.50 |
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| Ishares Tr Russell 2000 Etf (IWM) | 0.2 | $2.0M | +2% | 7.2k | 277.87 |
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| Coca-Cola Company (KO) | 0.2 | $2.0M | -3% | 23k | 86.08 |
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| Bristol Myers Squibb (BMY) | 0.2 | $2.0M | +84% | 32k | 62.40 |
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| ConocoPhillips (COP) | 0.2 | $2.0M | +219% | 16k | 125.15 |
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| Verizon Communications (VZ) | 0.2 | $2.0M | +4% | 43k | 45.87 |
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| Raytheon Technologies Corp (RTX) | 0.2 | $2.0M | +2% | 11k | 185.66 |
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| Parker-Hannifin Corporation (PH) | 0.2 | $2.0M | -4% | 2.0k | 955.42 |
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| Caterpillar (CAT) | 0.2 | $1.9M | -3% | 2.4k | 810.79 |
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| Costco Wholesale Corporation (COST) | 0.2 | $1.9M | -3% | 2.1k | 910.44 |
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| CVS Caremark Corporation (CVS) | 0.2 | $1.8M | +309% | 21k | 85.69 |
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| Texas Instruments Incorporated (TXN) | 0.2 | $1.8M | +165% | 6.4k | 280.09 |
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| Goldman Sachs (GS) | 0.2 | $1.8M | -5% | 2.0k | 900.36 |
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| Cummins (CMI) | 0.1 | $1.8M | +203% | 3.4k | 516.57 |
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| Ase Technology Hldg Sponsored Ads (ASX) | 0.1 | $1.7M | +5% | 39k | 44.46 |
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| Pulte (PHM) | 0.1 | $1.7M | +20% | 15k | 116.06 |
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| State Street Corporation (STT) | 0.1 | $1.7M | +3% | 9.6k | 174.59 |
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| Hca Holdings (HCA) | 0.1 | $1.7M | +4% | 3.9k | 426.74 |
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| Spdr Gold Tr Gold Shs (GLD) | 0.1 | $1.7M | -3% | 4.4k | 380.84 |
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| Select Sector Spdr Tr St Str Techn Etf (XLK) | 0.1 | $1.6M | 8.3k | 195.75 |
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| Lamar Advertising Cl A (LAMR) | 0.1 | $1.6M | NEW | 11k | 144.11 |
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| Procter & Gamble Company (PG) | 0.1 | $1.6M | +161% | 11k | 145.28 |
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| Public Service Enterprise (PEG) | 0.1 | $1.6M | +251% | 24k | 67.34 |
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| Schwab Strategic Tr Us Sml Cap Etf (SCHA) | 0.1 | $1.6M | -4% | 48k | 32.63 |
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| Pepsi (PEP) | 0.1 | $1.6M | -10% | 12k | 126.72 |
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| McDonald's Corporation (MCD) | 0.1 | $1.6M | -7% | 6.8k | 230.95 |
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| Expedia Group Com New (EXPE) | 0.1 | $1.6M | +46% | 5.9k | 263.36 |
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| Simon Property (SPG) | 0.1 | $1.5M | NEW | 7.7k | 200.76 |
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| Applied Materials (AMAT) | 0.1 | $1.5M | -14% | 3.0k | 511.38 |
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| Palantir Technologies Cl A (PLTR) | 0.1 | $1.5M | +4% | 8.1k | 187.05 |
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| Enterprise Products Partners (EPD) | 0.1 | $1.5M | NEW | 43k | 35.61 |
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| Ing Groep Sponsored Adr (ING) | 0.1 | $1.5M | +25% | 43k | 35.50 |
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| Synchrony Financial (SYF) | 0.1 | $1.5M | +17% | 21k | 70.97 |
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| Cintas Corporation (CTAS) | 0.1 | $1.5M | -5% | 7.7k | 195.06 |
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| Berkshire Hathaway Inc Del Cl A (BRK.A) | 0.1 | $1.5M | 2.00 | 747005.00 |
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| Unilever Spon Adr New (UL) | 0.1 | $1.5M | NEW | 24k | 60.73 |
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| American Electric Power Company (AEP) | 0.1 | $1.5M | 13k | 118.64 |
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| eBay (EBAY) | 0.1 | $1.5M | 14k | 106.05 |
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| Wec Energy Group (WEC) | 0.1 | $1.4M | 14k | 100.78 |
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| Equinor Asa Sponsored Adr (EQNR) | 0.1 | $1.4M | +21% | 34k | 41.60 |
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| PNC Financial Services (PNC) | 0.1 | $1.4M | 6.4k | 222.25 |
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| Prologis (PLD) | 0.1 | $1.4M | -8% | 11k | 129.84 |
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| Arista Networks Com Shs (ANET) | 0.1 | $1.4M | +3% | 6.9k | 203.59 |
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| Snap-on Incorporated (SNA) | 0.1 | $1.4M | NEW | 3.8k | 363.35 |
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| Cognizant Technology Solutio Cl A (CTSH) | 0.1 | $1.4M | +70% | 24k | 57.44 |
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| Chipmos Technologies Sponsord Ads New (IMOS) | 0.1 | $1.4M | 19k | 71.77 |
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| Netflix (NFLX) | 0.1 | $1.4M | -5% | 20k | 69.58 |
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| Vale S A Sponsored Ads (VALE) | 0.1 | $1.4M | -27% | 101k | 13.41 |
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| Duke Energy Corp Com New (DUK) | 0.1 | $1.4M | 12k | 114.01 |
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| Honda Motor Adr Ech Cnv In 3 (HMC) | 0.1 | $1.3M | +27% | 42k | 31.60 |
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| International Business Machines (IBM) | 0.1 | $1.3M | +151% | 6.1k | 219.93 |
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| Marvell Technology (MRVL) | 0.1 | $1.3M | 5.0k | 264.21 |
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| Bank of New York Mellon Corporation (BNY) | 0.1 | $1.3M | 9.1k | 144.63 |
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| Corning Incorporated (GLW) | 0.1 | $1.3M | -5% | 8.4k | 153.76 |
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| Old Republic International Corporation (ORI) | 0.1 | $1.3M | NEW | 34k | 37.31 |
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| M&T Bank Corporation (MTB) | 0.1 | $1.3M | +18% | 5.9k | 217.61 |
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| Vanguard Whitehall Fds High Div Yld (VYM) | 0.1 | $1.3M | 8.3k | 155.20 |
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| SLB Com Stk (SLB) | 0.1 | $1.3M | +93% | 26k | 48.72 |
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| Wells Fargo & Company (WFC) | 0.1 | $1.3M | +2% | 16k | 80.05 |
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| Cme (CME) | 0.1 | $1.2M | NEW | 4.7k | 261.98 |
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| Darden Restaurants (DRI) | 0.1 | $1.2M | NEW | 6.4k | 193.25 |
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| UnitedHealth (UNH) | 0.1 | $1.2M | +10% | 3.3k | 367.13 |
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| Travelers Companies (TRV) | 0.1 | $1.2M | +4% | 3.3k | 356.51 |
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| Ishares U S Etf Tr Shor Dura Bd Etf (NEAR) | 0.1 | $1.2M | -64% | 24k | 49.86 |
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| Nextera Energy (NEE) | 0.1 | $1.2M | -6% | 16k | 75.74 |
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| Hp (HPQ) | 0.1 | $1.1M | +51% | 37k | 31.28 |
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| Corteva (CTVA) | 0.1 | $1.1M | -11% | 15k | 77.65 |
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| Vanguard Index Fds MRNGSTR TTL STK (VTI) | 0.1 | $1.1M | -14% | 2.9k | 374.21 |
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| General Motors Company (GM) | 0.1 | $1.1M | +25% | 14k | 77.00 |
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| salesforce (CRM) | 0.1 | $1.1M | +154% | 4.7k | 229.55 |
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| American Express Company (AXP) | 0.1 | $1.0M | -19% | 3.4k | 304.11 |
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| Palo Alto Networks (PANW) | 0.1 | $1.0M | -9% | 2.6k | 397.31 |
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| Embraer Sponsored Ads (EMBJ) | 0.1 | $1.0M | +91% | 14k | 75.32 |
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| Ryman Hospitality Pptys (RHP) | 0.1 | $1.0M | NEW | 8.5k | 119.53 |
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| Kinder Morgan (KMI) | 0.1 | $1.0M | 34k | 30.15 |
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| Thermo Fisher Scientific (TMO) | 0.1 | $1.0M | +28% | 1.5k | 675.05 |
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| Sk Hynix American Deposit | 0.1 | $997k | NEW | 5.4k | 184.15 |
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| Capital One Financial (COF) | 0.1 | $993k | +14% | 5.1k | 193.07 |
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| Delta Air Lines Com New (DAL) | 0.1 | $992k | +12% | 12k | 83.46 |
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| T. Rowe Price (TROW) | 0.1 | $987k | +6% | 9.5k | 104.05 |
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| Fossil (FOSL) | 0.1 | $986k | 150k | 6.57 |
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| Valero Energy Corporation (VLO) | 0.1 | $984k | +48% | 2.5k | 387.61 |
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| Ishares Tr Eafe Grwth Etf (EFG) | 0.1 | $983k | -4% | 8.2k | 119.83 |
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| Blackrock (BLK) | 0.1 | $981k | +4% | 927.00 | 1058.43 |
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| Ge Aerospace Com New (GE) | 0.1 | $977k | -5% | 3.1k | 312.29 |
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| Schwab Strategic Tr Fundamental Intl (FNDF) | 0.1 | $975k | 18k | 53.75 |
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| Banco Bradesco S A Sponsored Adr (BBDO) | 0.1 | $972k | +85% | 316k | 3.08 |
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| Wayfair Cl A (W) | 0.1 | $967k | +101% | 9.4k | 102.56 |
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| Crowdstrike Hldgs Cl A (CRWD) | 0.1 | $948k | +313% | 3.6k | 264.75 |
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| Amphenol Corp Cl A (APH) | 0.1 | $938k | +85% | 11k | 84.30 |
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| Ares Management Corporation Cl A Com Stk (ARES) | 0.1 | $938k | NEW | 8.1k | 116.17 |
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| Natwest Group Spons Adr (NWG) | 0.1 | $920k | +5% | 51k | 18.15 |
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| 3M Company (MMM) | 0.1 | $904k | +2% | 5.5k | 164.15 |
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| Ge Vernova (GEV) | 0.1 | $903k | -17% | 950.00 | 950.49 |
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| Devon Energy Corporation (DVN) | 0.1 | $902k | -16% | 20k | 46.04 |
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| Regions Financial Corporation (RF) | 0.1 | $896k | +45% | 33k | 26.88 |
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| Tidal Trust Iii Rockefeller Opp (RMOP) | 0.1 | $891k | -9% | 38k | 23.42 |
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| Newmont Mining Corporation (NEM) | 0.1 | $889k | -2% | 7.7k | 115.34 |
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| Truist Financial Corp equities (TFC) | 0.1 | $876k | +13% | 19k | 46.30 |
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| Shopify Cl A Sub Vtg Shs (SHOP) | 0.1 | $871k | +17% | 5.9k | 148.30 |
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| Old Dominion Freight Line (ODFL) | 0.1 | $865k | -8% | 5.0k | 173.84 |
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| Eni Spa Sponsored Adr (E) | 0.1 | $862k | +6% | 16k | 54.30 |
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| Moody's Corporation (MCO) | 0.1 | $857k | 1.9k | 454.13 |
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| Watsco, Incorporated (WSO) | 0.1 | $853k | +213% | 2.8k | 302.69 |
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| Kla Corp Com New (KLAC) | 0.1 | $839k | -8% | 4.3k | 194.93 |
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| Union Pacific Corporation (UNP) | 0.1 | $832k | +13% | 3.1k | 272.15 |
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| Cloudflare Cl A Com (NET) | 0.1 | $832k | 2.4k | 347.28 |
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| Banco Santander Sa Adr (SAN) | 0.1 | $819k | +3% | 59k | 13.83 |
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| Johnson Controls Internation SHS (JCI) | 0.1 | $810k | +15% | 5.5k | 148.65 |
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| Marathon Petroleum Corp (MPC) | 0.1 | $809k | +20% | 2.0k | 395.42 |
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| Anglogold Ashanti Com Shs (AU) | 0.1 | $803k | +16% | 8.5k | 93.95 |
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| Twilio Cl A (TWLO) | 0.1 | $797k | -14% | 2.7k | 292.46 |
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| Dell Technologies CL C (DELL) | 0.1 | $792k | -5% | 1.5k | 538.13 |
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| RBB Us Treasy 2 Yr (UTWO) | 0.1 | $791k | +44% | 17k | 47.34 |
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| Ishares Gold Tr Ishares New (IAU) | 0.1 | $790k | 10k | 78.10 |
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| Magna Intl Inc cl a (MGA) | 0.1 | $784k | 12k | 63.67 |
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| Bhp Billiton Sponsored Ads (BHP) | 0.1 | $783k | -2% | 9.2k | 84.84 |
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| Vodafone Group Sponsored Adr (VOD) | 0.1 | $763k | +55% | 47k | 16.15 |
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| Astrazeneca Ord (AZN) | 0.1 | $762k | -9% | 4.7k | 161.47 |
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| UGI Corporation (UGI) | 0.1 | $761k | NEW | 21k | 35.67 |
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| Petroleo Brasileiro S A Sponsored Adr (PBR) | 0.1 | $753k | +40% | 36k | 20.87 |
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| Toast Cl A (TOST) | 0.1 | $753k | +82% | 26k | 28.99 |
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| Walt Disney Company (DIS) | 0.1 | $737k | -4% | 7.0k | 104.90 |
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| Freeport Mcmoran CL B (FCX) | 0.1 | $736k | -13% | 11k | 70.00 |
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| Hartford Financial Services (HIG) | 0.1 | $732k | +3% | 6.0k | 122.36 |
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| Accenture Plc Ireland Shs Class A (ACN) | 0.1 | $730k | +80% | 4.0k | 183.39 |
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| MetLife (MET) | 0.1 | $725k | 7.7k | 94.16 |
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| Emerson Electric (EMR) | 0.1 | $722k | +3% | 4.7k | 155.10 |
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| Si-bone (SIBN) | 0.1 | $721k | +109% | 38k | 18.80 |
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| Medtronic SHS (MDT) | 0.1 | $716k | +2% | 8.3k | 86.29 |
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| Sap Se Spon Adr (SAP) | 0.1 | $714k | 3.4k | 208.50 |
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| RBB Us Treasr 10 Yr (UTEN) | 0.1 | $714k | +178% | 18k | 40.48 |
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| Realty Income (O) | 0.1 | $714k | +127% | 13k | 54.30 |
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| Southern Company (SO) | 0.1 | $709k | -9% | 8.5k | 82.89 |
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| Comcast Corp Cl A (CMCSA) | 0.1 | $707k | +25% | 33k | 21.76 |
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| Intuitive Surgical Com New (ISRG) | 0.1 | $693k | -8% | 1.7k | 406.63 |
|
| Oceanagold Corp Com New (OGC) | 0.1 | $682k | NEW | 25k | 27.53 |
|
| Lockheed Martin Corporation (LMT) | 0.1 | $680k | +9% | 1.3k | 509.25 |
|
| Banco Bilbao Vizcaya Argenta Sponsored Adr (BBVA) | 0.1 | $678k | 24k | 27.87 |
|
|
| Lowe's Companies (LOW) | 0.1 | $670k | -20% | 3.6k | 184.29 |
|
| Charles Schwab Corporation (SCHW) | 0.1 | $669k | +19% | 6.8k | 97.74 |
|
| Abbott Laboratories (ABT) | 0.1 | $667k | -3% | 6.8k | 98.83 |
|
| Ishares Tr Core S&p500 Etf (IVV) | 0.1 | $643k | 839.00 | 765.90 |
|
|
| Principal Financial (PFG) | 0.1 | $624k | 5.6k | 111.96 |
|
|
| Kroger (KR) | 0.1 | $624k | +174% | 11k | 58.62 |
|
| At&t (T) | 0.1 | $620k | +80% | 25k | 24.40 |
|
| Phillips 66 (PSX) | 0.1 | $620k | +25% | 2.4k | 255.31 |
|
| TJX Companies (TJX) | 0.1 | $616k | -7% | 4.7k | 132.31 |
|
| Colgate-Palmolive Company (CL) | 0.1 | $616k | 7.2k | 85.32 |
|
|
| Iamgold Corp (IAG) | 0.1 | $615k | NEW | 33k | 18.41 |
|
| Ishares Tr Msci Acwi Etf (ACWI) | 0.1 | $612k | 3.9k | 158.77 |
|
|
| Archer Daniels Midland Company (ADM) | 0.1 | $608k | +38% | 7.7k | 79.38 |
|
| Qualcomm (QCOM) | 0.1 | $608k | -6% | 3.3k | 184.06 |
|
| McKesson Corporation (MCK) | 0.1 | $602k | -17% | 705.00 | 853.81 |
|
| Dollar Tree (DLTR) | 0.1 | $598k | +63% | 5.2k | 114.02 |
|
| Ferrari Nv Ord (RACE) | 0.1 | $596k | -4% | 1.5k | 392.85 |
|
| Ciena Corp Com New (CIEN) | 0.1 | $595k | -19% | 1.7k | 351.82 |
|
| Spdr Index Shs Fds St Str Msci Glb (SPGM) | 0.0 | $593k | -7% | 6.9k | 86.50 |
|
| Sony Group Corp Sponsored Adr (SONY) | 0.0 | $589k | +27% | 25k | 23.53 |
|
| Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) | 0.0 | $585k | -53% | 12k | 47.36 |
|
| Apa Corporation (APA) | 0.0 | $584k | +31% | 14k | 41.54 |
|
| Sasol Sponsored Adr (SSL) | 0.0 | $583k | +19% | 42k | 13.82 |
|
| Broadridge Financial Solutions (BR) | 0.0 | $579k | NEW | 3.6k | 161.10 |
|
| Kinross Gold Corp (KGC) | 0.0 | $578k | +64% | 24k | 24.08 |
|
| Allstate Corporation (ALL) | 0.0 | $575k | +19% | 2.6k | 221.86 |
|
| Comfort Systems USA (FIX) | 0.0 | $574k | -23% | 347.00 | 1654.09 |
|
| EOG Resources (EOG) | 0.0 | $566k | 4.1k | 137.76 |
|
|
| Mizuho Financial Group Sponsored Adr (MFG) | 0.0 | $562k | +29% | 51k | 11.05 |
|
| Zoom Communications Cl A (ZM) | 0.0 | $562k | +30% | 6.2k | 90.77 |
|
| Booking Holdings (BKNG) | 0.0 | $552k | +2% | 3.4k | 162.91 |
|
| S&p Global (SPGI) | 0.0 | $552k | -16% | 1.4k | 394.47 |
|
| Entergy Corporation (ETR) | 0.0 | $549k | -16% | 5.5k | 99.26 |
|
| Flex Ord (FLEX) | 0.0 | $549k | -34% | 5.0k | 109.99 |
|
| Interactive Brokers Group In Com Cl A (IBKR) | 0.0 | $544k | -42% | 6.4k | 85.42 |
|
| Cytokinetics Com New (CYTK) | 0.0 | $544k | +94% | 8.3k | 65.91 |
|
| Prudential Financial (PRU) | 0.0 | $538k | +5% | 4.7k | 113.58 |
|
| Ishares Tr 0-3 Mth Treasury (SGOV) | 0.0 | $536k | NEW | 5.3k | 100.68 |
|
| Fortinet (FTNT) | 0.0 | $530k | +10% | 3.0k | 178.76 |
|
| Apollo Global Mgmt (APO) | 0.0 | $528k | -27% | 4.6k | 116.06 |
|
| BP Sponsored Adr (BP) | 0.0 | $524k | +8% | 12k | 43.99 |
|
| Yum China Holdings (YUMC) | 0.0 | $521k | +64% | 13k | 41.10 |
|
| Credicorp (BAP) | 0.0 | $520k | +8% | 1.4k | 379.87 |
|
| Automatic Data Processing (ADP) | 0.0 | $520k | +21% | 2.0k | 258.06 |
|
| Enerflex (EFXT) | 0.0 | $520k | -29% | 23k | 22.79 |
|
| Ryanair Holdings Sponsored Adr (RYAAY) | 0.0 | $514k | -21% | 9.3k | 55.01 |
|
| Blackstone Group Inc Com Cl A (BX) | 0.0 | $510k | 4.6k | 112.09 |
|
|
| Schwab Strategic Tr Us Aggregate B (SCHZ) | 0.0 | $506k | -78% | 23k | 22.10 |
|
| Dbx Etf Tr Xtrack Msci Eafe (DBEF) | 0.0 | $500k | 9.1k | 54.95 |
|
|
| Vertex Pharmaceuticals Incorporated (VRTX) | 0.0 | $493k | +4% | 942.00 | 522.81 |
|
| Pfizer (PFE) | 0.0 | $491k | 17k | 28.52 |
|
|
| Axon Enterprise (AXON) | 0.0 | $485k | +55% | 1.1k | 422.52 |
|
| Illinois Tool Works (ITW) | 0.0 | $484k | +40% | 1.9k | 257.28 |
|
| Ishares Tr National Mun Etf (MUB) | 0.0 | $482k | +41% | 4.8k | 101.10 |
|
| Popular Com New (BPOP) | 0.0 | $481k | +11% | 3.1k | 155.45 |
|
| Ecolab (ECL) | 0.0 | $481k | +3% | 1.8k | 274.58 |
|
| Nvent Elec SHS (NVT) | 0.0 | $477k | 3.0k | 160.37 |
|
|
| Alibaba Group Hldg Sponsored Ads (BABA) | 0.0 | $475k | +23% | 4.4k | 107.54 |
|
| Ross Stores (ROST) | 0.0 | $475k | NEW | 2.0k | 233.40 |
|
| Analog Devices (ADI) | 0.0 | $475k | +5% | 1.2k | 396.71 |
|
| Carrier Global Corporation (CARR) | 0.0 | $473k | -7% | 8.6k | 54.86 |
|
| Target Corporation (TGT) | 0.0 | $472k | +33% | 3.0k | 156.69 |
|
| Ishares Tr Rus 1000 Etf (IWB) | 0.0 | $469k | 1.1k | 416.13 |
|
|
| Allegheny Technologies Incorporated (ATI) | 0.0 | $468k | +15% | 2.5k | 189.40 |
|
| Spdr Series Trust ST STR P500GRW (SPYG) | 0.0 | $460k | -8% | 3.7k | 123.08 |
|
| Host Hotels & Resorts (HST) | 0.0 | $454k | 20k | 22.39 |
|
|
| Uber Technologies (UBER) | 0.0 | $452k | -33% | 6.6k | 68.51 |
|
| Ubs Group SHS (UBS) | 0.0 | $449k | +5% | 9.3k | 48.13 |
|
| Roivant Sciences SHS (ROIV) | 0.0 | $446k | NEW | 12k | 36.57 |
|
| Msci (MSCI) | 0.0 | $446k | -14% | 828.00 | 538.66 |
|
| D.R. Horton (DHI) | 0.0 | $445k | -4% | 3.3k | 136.65 |
|
| Halliburton Company (HAL) | 0.0 | $442k | -41% | 14k | 31.80 |
|
| Royal Caribbean Cruises (RCL) | 0.0 | $441k | 1.7k | 265.86 |
|
|
| Mitsubishi Ufj Financial Gro Sponsored Ads (MUFG) | 0.0 | $441k | +16% | 19k | 23.07 |
|
| Bausch Health Companies (BHC) | 0.0 | $439k | +79% | 75k | 5.83 |
|
| Vanguard Bd Index Fds Short Trm Bond (BSV) | 0.0 | $438k | 5.7k | 76.40 |
|
|
| Targa Res Corp (TRGP) | 0.0 | $438k | 1.6k | 270.31 |
|
|
| Servicenow (NOW) | 0.0 | $432k | 3.2k | 134.01 |
|
|
| Cenovus Energy (CVE) | 0.0 | $431k | +39% | 14k | 31.08 |
|
| Danaher Corporation (DHR) | 0.0 | $430k | +26% | 1.9k | 221.55 |
|
| Select Sector Spdr Tr St Str Care Etf (XLV) | 0.0 | $430k | 2.6k | 168.42 |
|
|
| Bloom Energy Corp Com Cl A (BE) | 0.0 | $427k | -26% | 1.5k | 276.98 |
|
| American Tower Reit (AMT) | 0.0 | $424k | -4% | 2.6k | 163.68 |
|
| Vici Pptys (VICI) | 0.0 | $423k | +98% | 18k | 22.97 |
|
| Oracle Corporation (ORCL) | 0.0 | $421k | -43% | 3.1k | 137.30 |
|
| Ishares Tr Rus 1000 Val Etf (IWD) | 0.0 | $419k | 1.7k | 247.97 |
|
|
| Rio Tinto Sponsored Adr (RIO) | 0.0 | $418k | -8% | 4.4k | 94.17 |
|
| Nordson Corporation (NDSN) | 0.0 | $417k | -40% | 1.3k | 327.85 |
|
| Fastenal Company (FAST) | 0.0 | $417k | 8.4k | 49.53 |
|
|
| Shell Spon Ads (SHEL) | 0.0 | $416k | +21% | 4.4k | 95.05 |
|
| Moderna (MRNA) | 0.0 | $413k | NEW | 2.1k | 192.57 |
|
| Ishares Tr U.s. Tech Etf (IYW) | 0.0 | $413k | -2% | 1.6k | 264.90 |
|
| Vanguard Index Fds Mrngstr Sml Cap (VB) | 0.0 | $404k | -8% | 1.4k | 284.52 |
|
| Keysight Technologies (KEYS) | 0.0 | $400k | +63% | 1.1k | 364.04 |
|
| Ishares Tr Core Div Grwth (DGRO) | 0.0 | $400k | -5% | 5.3k | 75.39 |
|
| Fortuna Mng Corp Com New (FSM) | 0.0 | $393k | +4% | 35k | 11.24 |
|
| Lloyds Banking Group Sponsored Adr (LYG) | 0.0 | $392k | -17% | 70k | 5.63 |
|
| L3harris Technologies (LHX) | 0.0 | $391k | -14% | 1.6k | 236.83 |
|
| Ameriprise Financial (AMP) | 0.0 | $390k | +30% | 792.00 | 492.35 |
|
| Ford Motor Company (F) | 0.0 | $387k | +17% | 32k | 12.06 |
|
| Suncor Energy (SU) | 0.0 | $386k | NEW | 5.7k | 67.87 |
|
| Barrick Mng Corp Com Shs (B) | 0.0 | $385k | -23% | 9.5k | 40.67 |
|
| United Parcel Svcs CL B (UPS) | 0.0 | $384k | 4.1k | 93.44 |
|
|
| United Rentals (URI) | 0.0 | $378k | -21% | 378.00 | 1000.78 |
|
| Ishares Tr Core Msci Eafe (IEFA) | 0.0 | $378k | 3.9k | 96.89 |
|
|
| Toll Brothers (TOL) | 0.0 | $377k | +11% | 2.8k | 134.75 |
|
| Ishares Tr Msci Usa Qlt Fct (QUAL) | 0.0 | $375k | -11% | 1.7k | 222.24 |
|
| Natera (NTRA) | 0.0 | $374k | NEW | 904.00 | 413.31 |
|
| W.R. Berkley Corporation (WRB) | 0.0 | $370k | -41% | 5.5k | 67.54 |
|
| Adobe Systems Incorporated (ADBE) | 0.0 | $370k | +17% | 1.5k | 239.94 |
|
| British Amern Tob Sponsored Adr (BTI) | 0.0 | $369k | -13% | 6.8k | 54.40 |
|
| Hilton Worldwide Holdings (HLT) | 0.0 | $367k | -17% | 1.2k | 318.12 |
|
| Spdr Series Trust St Str Sp Biot (XBI) | 0.0 | $367k | +58% | 2.3k | 157.68 |
|
| Tompkins Financial Corporation (TMP) | 0.0 | $364k | 3.8k | 96.25 |
|
|
| Snowflake Com Shs (SNOW) | 0.0 | $363k | +20% | 1.1k | 339.56 |
|
| Teledyne Technologies Incorporated (TDY) | 0.0 | $359k | -40% | 591.00 | 606.81 |
|
| Viatris (VTRS) | 0.0 | $356k | +47% | 20k | 17.72 |
|
| Jacobs Engineering Group (J) | 0.0 | $355k | -11% | 2.6k | 135.27 |
|
| Honeywell International (HON) | 0.0 | $354k | NEW | 1.7k | 210.94 |
|
| Starbucks Corporation (SBUX) | 0.0 | $352k | -9% | 3.8k | 93.96 |
|
| Zurn Water Solutions Corp Zws (ZWS) | 0.0 | $351k | -42% | 7.6k | 46.47 |
|
| Ares Capital Corporation (ARCC) | 0.0 | $351k | 18k | 19.10 |
|
|
| Centerra Gold (CGAU) | 0.0 | $350k | +18% | 16k | 21.78 |
|
| Select Sector Spdr Tr St Str Discr Etf (XLY) | 0.0 | $350k | 3.2k | 108.84 |
|
|
| Ishares Tr Ishs 1-5yr Invs (IGSB) | 0.0 | $350k | -32% | 6.8k | 51.23 |
|
| Ishares Tr Rus 1000 Grw Etf (IWF) | 0.0 | $347k | 2.8k | 125.24 |
|
|
| Galiano Gold (GAU) | 0.0 | $346k | NEW | 178k | 1.94 |
|
| Ea Series Trust Alpha Arch 1-3 (BOXX) | 0.0 | $344k | NEW | 2.9k | 118.39 |
|
| AmerisourceBergen (COR) | 0.0 | $342k | -22% | 1.1k | 300.25 |
|
| Quanta Services (PWR) | 0.0 | $340k | +22% | 529.00 | 642.51 |
|
| Credit Acceptance (CACC) | 0.0 | $335k | +3% | 630.00 | 531.00 |
|
| W.W. Grainger (GWW) | 0.0 | $330k | +18% | 265.00 | 1245.76 |
|
| BorgWarner (BWA) | 0.0 | $329k | +4% | 5.5k | 60.11 |
|
| HudBay Minerals (HBM) | 0.0 | $327k | -15% | 12k | 26.68 |
|
| Robinhood Mkts Com Cl A (HOOD) | 0.0 | $326k | +17% | 2.9k | 112.50 |
|
| Deutsche Bk Namen Akt (DB) | 0.0 | $324k | 9.0k | 35.89 |
|
|
| Novo-nordisk A S Adr (NVO) | 0.0 | $323k | 8.5k | 37.91 |
|
|
| Stryker Corporation (SYK) | 0.0 | $321k | -14% | 1.2k | 275.33 |
|
| Vulcan Materials Company (VMC) | 0.0 | $320k | 1.3k | 244.63 |
|
|
| Trane Technologies SHS (TT) | 0.0 | $319k | -10% | 707.00 | 451.68 |
|
| Illumina (ILMN) | 0.0 | $317k | NEW | 1.2k | 273.68 |
|
| Boeing Company (BA) | 0.0 | $317k | -11% | 1.7k | 186.05 |
|
| Eaton Corp SHS (ETN) | 0.0 | $315k | +11% | 734.00 | 429.71 |
|
| Dollar General (DG) | 0.0 | $315k | NEW | 2.6k | 119.58 |
|
| 4068594 Enphase Energy (ENPH) | 0.0 | $315k | +88% | 9.6k | 32.99 |
|
| Sherwin-Williams Company (SHW) | 0.0 | $313k | +22% | 969.00 | 323.27 |
|
| Tenet Healthcare Corp Com New (THC) | 0.0 | $313k | 1.2k | 255.56 |
|
|
| Jabil Circuit (JBL) | 0.0 | $312k | -30% | 1.1k | 286.86 |
|
| Select Sector Spdr Tr St Str Indl Etf (XLI) | 0.0 | $312k | 1.9k | 166.98 |
|
|
| Airbnb Com Cl A (ABNB) | 0.0 | $312k | -9% | 1.9k | 160.65 |
|
| Paypal Holdings (PYPL) | 0.0 | $311k | +27% | 5.9k | 52.53 |
|
| Jones Lang LaSalle Incorporated (JLL) | 0.0 | $311k | NEW | 1.0k | 305.52 |
|
| Fifth Third Ban (FITB) | 0.0 | $311k | 6.2k | 50.58 |
|
|
| Cemex Sab De Cv Spon Adr New (CX) | 0.0 | $307k | -45% | 32k | 9.51 |
|
| Fresenius Medical Care Sponsored Adr (FMS) | 0.0 | $307k | +29% | 14k | 22.38 |
|
| Biogen Idec (BIIB) | 0.0 | $305k | +17% | 1.4k | 225.88 |
|
| Hewlett Packard Enterprise (HPE) | 0.0 | $304k | NEW | 4.8k | 63.89 |
|
| Select Sector Spdr Tr St Str Svc Etf (XLC) | 0.0 | $301k | 2.7k | 110.97 |
|
|
| Kkr & Co (KKR) | 0.0 | $300k | +41% | 3.3k | 91.30 |
|
| Masco Corporation (MAS) | 0.0 | $299k | +5% | 4.4k | 67.40 |
|
| Rbc Cad (RY) | 0.0 | $298k | +17% | 1.5k | 196.59 |
|
| Intuit (INTU) | 0.0 | $298k | NEW | 1.1k | 275.66 |
|
| Kimberly-Clark Corporation (KMB) | 0.0 | $296k | 3.0k | 97.43 |
|
|
| Peoples Financial Services Corp (PFIS) | 0.0 | $296k | -16% | 4.4k | 67.36 |
|
| Sunbelt Rentals Holdings SHS (SUNB) | 0.0 | $295k | NEW | 4.0k | 73.21 |
|
| Allegion Ord Shs (ALLE) | 0.0 | $295k | -49% | 1.9k | 153.77 |
|
| Ishares Tr Msci Eafe Etf (EFA) | 0.0 | $294k | 2.8k | 103.89 |
|
|
| FedEx Corporation (FDX) | 0.0 | $291k | -7% | 1.0k | 285.09 |
|
| Linde SHS (LIN) | 0.0 | $289k | 609.00 | 474.73 |
|
|
| Proshares Tr S&p 500 Dv Arist (NOBL) | 0.0 | $288k | 5.3k | 54.10 |
|
|
| Monolithic Power Systems (MPWR) | 0.0 | $287k | -18% | 213.00 | 1347.22 |
|
| Teradyne (TER) | 0.0 | $287k | +4% | 715.00 | 400.91 |
|
| Intercontinental Exchange (ICE) | 0.0 | $286k | -14% | 1.9k | 152.02 |
|
| Ishares Tr U.s. Finls Etf (IYF) | 0.0 | $284k | 2.3k | 125.66 |
|
|
| Lpl Financial Holdings (LPLA) | 0.0 | $284k | -55% | 927.00 | 305.80 |
|
| Inmode SHS (INMD) | 0.0 | $282k | +34% | 20k | 14.17 |
|
| Fox Corp Cl A Com (FOXA) | 0.0 | $282k | -20% | 4.5k | 62.65 |
|
| Steel Dynamics (STLD) | 0.0 | $281k | NEW | 1.3k | 221.61 |
|
| Ishares Tr Glob Hlthcre Etf (IXJ) | 0.0 | $278k | NEW | 2.7k | 102.13 |
|
| Doordash Cl A (DASH) | 0.0 | $278k | +5% | 1.5k | 183.58 |
|
| Sumitomo Mitsui Fin Grp Sponsored Adr (SMFG) | 0.0 | $276k | +16% | 11k | 25.91 |
|
| CBOE Holdings (CBOE) | 0.0 | $276k | NEW | 1.0k | 275.29 |
|
| Us Foods Hldg Corp call (USFD) | 0.0 | $275k | -28% | 3.0k | 92.21 |
|
| Warner Bros Discovery Com Ser A (WBD) | 0.0 | $271k | -11% | 8.7k | 30.95 |
|
| J P Morgan Exchange Traded F Ultra Shrt Etf (JPST) | 0.0 | $268k | NEW | 5.3k | 50.37 |
|
| Alliance Data Systems Corporation (BFH) | 0.0 | $267k | NEW | 2.7k | 97.75 |
|
| Baker Hughes Company Cl A (BKR) | 0.0 | $266k | +13% | 4.9k | 54.90 |
|
| Bank Of Montreal Cadcom (BMO) | 0.0 | $266k | +16% | 1.6k | 167.25 |
|
| Beone Medicines Sponsored Ads (ONC) | 0.0 | $265k | -2% | 724.00 | 365.94 |
|
| Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.0 | $262k | 355.00 | 739.19 |
|
|
| Vita Coco Co Inc/the (COCO) | 0.0 | $262k | NEW | 4.6k | 57.26 |
|
| Weibo Corp Sponsored Adr (WB) | 0.0 | $260k | +15% | 40k | 6.46 |
|
| Argenx Se Sponsored Adr (ARGX) | 0.0 | $253k | +10% | 264.00 | 958.91 |
|
| Ishares Tr Eafe Value Etf (EFV) | 0.0 | $253k | -20% | 3.2k | 79.14 |
|
| Sprott Asset Management Physical Silver (PSLV) | 0.0 | $253k | +5% | 13k | 19.37 |
|
| Monster Beverage Corp (MNST) | 0.0 | $253k | +102% | 6.1k | 41.62 |
|
| Nebius Group Shs Class A (NBIS) | 0.0 | $252k | NEW | 1.1k | 235.88 |
|
| Marriott Intl Cl A (MAR) | 0.0 | $248k | +3% | 696.00 | 355.67 |
|
| Toronto Dominion Bk Ont Com New (TD) | 0.0 | $242k | NEW | 2.1k | 117.53 |
|
| Blackberry (BB) | 0.0 | $238k | NEW | 26k | 9.04 |
|
| Legg Mason Etf Invt Franklin Intl Lw (LVHI) | 0.0 | $234k | NEW | 5.6k | 41.71 |
|
| Waste Management (WM) | 0.0 | $234k | 1.1k | 203.88 |
|
|
| Vaneck Etf Trust Jp Mrgan Em Loc (EMLC) | 0.0 | $232k | NEW | 9.3k | 24.83 |
|
| MercadoLibre (MELI) | 0.0 | $232k | +2% | 134.00 | 1728.54 |
|
| Bk Nova Cad (BNS) | 0.0 | $231k | NEW | 2.5k | 90.84 |
|
| Xcel Energy (XEL) | 0.0 | $230k | -2% | 3.3k | 70.48 |
|
| AZZ Incorporated (AZZ) | 0.0 | $229k | -19% | 1.7k | 134.39 |
|
| Norfolk Southern (NSC) | 0.0 | $228k | NEW | 738.00 | 309.00 |
|
| CSX Corporation (CSX) | 0.0 | $228k | NEW | 4.9k | 46.51 |
|
| Fidelity Covington Trust Enhanced Large (FELG) | 0.0 | $227k | 5.0k | 45.09 |
|
|
| Ishares Msci Japan Etf (EWJ) | 0.0 | $227k | NEW | 2.3k | 97.46 |
|
| Constellation Brands Cl A (STZ) | 0.0 | $226k | -10% | 2.0k | 113.06 |
|
| Chipotle Mexican Grill (CMG) | 0.0 | $224k | +2% | 7.0k | 31.95 |
|
| Progressive Corporation (PGR) | 0.0 | $222k | -4% | 1.1k | 207.31 |
|
| Ishares Tr Core Msci Euro (IEUR) | 0.0 | $222k | NEW | 3.0k | 73.70 |
|
| Williams Companies (WMB) | 0.0 | $221k | -22% | 3.2k | 67.97 |
|
| Vertiv Holdings Com Cl A (VRT) | 0.0 | $219k | -21% | 909.00 | 241.31 |
|
| Roper Industries (ROP) | 0.0 | $219k | NEW | 626.00 | 349.41 |
|
| Nasdaq Omx (NDAQ) | 0.0 | $218k | -10% | 2.4k | 92.01 |
|
| Mondelez Intl Cl A (MDLZ) | 0.0 | $218k | 3.8k | 57.82 |
|
|
| Reliance Steel & Aluminum (RS) | 0.0 | $217k | -38% | 565.00 | 384.75 |
|
| Alps Etf Tr Alerian Mlp (AMLP) | 0.0 | $217k | 4.2k | 51.87 |
|
|
| Alps Etf Tr Alerian Energy (ENFR) | 0.0 | $216k | -5% | 5.9k | 36.65 |
|
| Howmet Aerospace (HWM) | 0.0 | $214k | -8% | 947.00 | 226.18 |
|
| Federated Hermes CL B (FHI) | 0.0 | $214k | NEW | 3.8k | 56.37 |
|
| Novartis Sponsored Adr (NVS) | 0.0 | $214k | -7% | 1.5k | 142.57 |
|
| Ishares Tr Rus Top 200 Etf (IWL) | 0.0 | $213k | 1.1k | 190.16 |
|
|
| Ishares Tr New York Mun Etf (NYF) | 0.0 | $213k | -33% | 4.2k | 50.52 |
|
| Bridgebio Pharma (BBIO) | 0.0 | $213k | -25% | 3.2k | 65.80 |
|
| Mueller Industries (MLI) | 0.0 | $213k | +57% | 3.5k | 60.61 |
|
| Hldgs (UAL) | 0.0 | $212k | -50% | 1.9k | 110.95 |
|
| Verisk Analytics (VRSK) | 0.0 | $210k | NEW | 1.2k | 167.85 |
|
| Fidelity National Information Services (FIS) | 0.0 | $209k | NEW | 6.4k | 32.90 |
|
| Ishares Msci Gbl Etf New (PICK) | 0.0 | $208k | -20% | 3.5k | 59.96 |
|
| Nektar Therapeutics Com New (NKTR) | 0.0 | $207k | +12% | 3.4k | 60.55 |
|
| Jd.com Spon Ads Cl A (JD) | 0.0 | $206k | NEW | 7.7k | 26.60 |
|
| Wp Carey (WPC) | 0.0 | $205k | +5% | 3.2k | 64.63 |
|
| Ishares Tr Energy Strg & Ma (IBAT) | 0.0 | $205k | -22% | 5.1k | 40.45 |
|
| Ishares Tr Mrngstr Inc Etf (IYLD) | 0.0 | $205k | 9.4k | 21.71 |
|
|
| Consolidated Edison (ED) | 0.0 | $203k | 2.0k | 102.21 |
|
|
| Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) | 0.0 | $201k | 2.6k | 77.25 |
|
|
| Sanofi Sa Sponsored Adr (SNY) | 0.0 | $201k | NEW | 4.9k | 41.23 |
|
| Thredup Cl A (TDUP) | 0.0 | $130k | 61k | 2.12 |
|
|
| Repositrak Com New (TRAK) | 0.0 | $107k | 13k | 8.37 |
|
|
| Enovix Corp (ENVX) | 0.0 | $101k | 35k | 2.90 |
|
|
| Melco Resorts And Entmnt Adr (MLCO) | 0.0 | $92k | -45% | 21k | 4.48 |
|
| Ultrapar Participacoes Sa Sp Adr Rep Com (UGP) | 0.0 | $78k | NEW | 11k | 7.32 |
|
| Snap Cl A (SNAP) | 0.0 | $54k | NEW | 10k | 5.40 |
|
| Recursion Pharmaceuticals In Cl A (RXRX) | 0.0 | $50k | 12k | 4.13 |
|
|
| JetBlue Airways Corporation (JBLU) | 0.0 | $42k | 10k | 4.23 |
|
|
| Eightco Holdings (ORBS) | 0.0 | $12k | 10k | 1.17 |
|
Past Filings by LVW Advisors
SEC 13F filings are viewable for LVW Advisors going back to 2014
- LVW Advisors 2026 Q3 filed Oct. 19, 2026
- LVW Advisors 2026 Q2 filed July 15, 2026
- LVW Advisors 2026 Q1 filed April 20, 2026
- LVW Advisors 2025 Q4 filed Jan. 14, 2026
- 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