LVW Advisors
Latest statistics and disclosures from LVW Advisors's latest quarterly 13F-HR filing:
- Top 5 stock holdings are SPYM, VEA, SCHO, STIP, SCHD, and represent 28.54% of LVW Advisors's stock portfolio.
- Added to shares of these 10 stocks: SPYM (+$55M), SPY (+$24M), VWO (+$6.9M), WDC, BND, VTWO, MU, GOOGL, DVN, SUB.
- Started 119 new stock positions in EOG, DLTR, BABA, JCI, XLV, BBDO, XLI, EXPE, COWZ, TT.
- Reduced shares in these 10 stocks: SCHD (-$27M), SCHG (-$11M), VONG (-$10M), VEA (-$5.1M), VUG, IYW, PLTR, IJR, MDT, CGIE.
- Sold out of its positions in ALNY, AEE, AstraZeneca, ADSK, CNI, CVNA, CHE, DEO, DPZ, ESS.
- LVW Advisors was a net buyer of stock by $85M.
- LVW Advisors has $1.0B in assets under management (AUM), dropping by 6.39%.
- Central Index Key (CIK): 0001576053
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Portfolio Holdings for LVW Advisors
LVW Advisors holds 435 positions in its portfolio as reported in the March 2026 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Spdr Series Trust State Street Spd (SPYM) | 8.4 | $89M | +166% | 1.2M | 76.54 |
|
| Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA) | 7.1 | $75M | -6% | 1.2M | 64.08 |
|
| Schwab Strategic Tr Sht Tm Us Tres (SCHO) | 4.9 | $51M | 2.1M | 24.27 |
|
|
| Ishares Tr 0-5 Yr Tips Etf (STIP) | 4.1 | $43M | +2% | 419k | 103.43 |
|
| Schwab Strategic Tr Us Dividend Eq (SCHD) | 3.9 | $41M | -39% | 1.3M | 30.68 |
|
| Vanguard Bd Index Fds Intermed Term (BIV) | 3.4 | $36M | +3% | 465k | 77.18 |
|
| Apple (AAPL) | 3.4 | $35M | 140k | 253.79 |
|
|
| Vanguard Scottsdale Fds Vng Rus1000grw (VONG) | 3.3 | $35M | -22% | 320k | 109.69 |
|
| Capital Group Gbl Growth Eqt Shs Creation Uni (CGGO) | 3.3 | $35M | -2% | 1.0M | 33.37 |
|
| State Str Spdr S&p 500 Etf T Tr Unit (SPY) | 2.6 | $28M | +711% | 43k | 650.36 |
|
| Ab Active Etfs Tax Aware Interm (TAFM) | 2.4 | $25M | -2% | 977k | 25.30 |
|
| Capital Group International SHS (CGIE) | 2.3 | $25M | -5% | 728k | 33.82 |
|
| Ishares Tr Shrt Nat Mun Etf (SUB) | 2.3 | $25M | +5% | 230k | 106.50 |
|
| NVIDIA Corporation (NVDA) | 2.2 | $23M | -3% | 133k | 174.40 |
|
| Vanguard Index Fds Growth Etf (VUG) | 2.0 | $21M | -8% | 48k | 436.79 |
|
| Vanguard Bd Index Fds Total Bnd Mrkt (BND) | 1.5 | $16M | +13% | 218k | 73.64 |
|
| JPMorgan Chase & Co. (JPM) | 1.3 | $14M | +6% | 47k | 294.16 |
|
| Microsoft Corporation (MSFT) | 1.3 | $14M | -2% | 37k | 370.17 |
|
| Ishares Tr Core S&p Scp Etf (IJR) | 1.2 | $13M | -9% | 106k | 124.31 |
|
| Alphabet Cap Stk Cl C (GOOG) | 1.1 | $12M | +4% | 42k | 286.86 |
|
| Amazon (AMZN) | 1.1 | $11M | +7% | 55k | 208.27 |
|
| Alphabet Cap Stk Cl A (GOOGL) | 1.0 | $11M | +19% | 37k | 287.56 |
|
| Schwab Strategic Tr Us Lcap Gr Etf (SCHG) | 1.0 | $10M | -51% | 347k | 29.13 |
|
| Broadcom (AVGO) | 0.8 | $8.2M | -2% | 26k | 309.51 |
|
| Pimco Etf Tr Multisector Bd (PYLD) | 0.8 | $8.1M | +6% | 310k | 26.20 |
|
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.7 | $7.8M | +17% | 16k | 479.20 |
|
| Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) | 0.7 | $7.5M | +1064% | 139k | 54.05 |
|
| Vanguard Scottsdale Fds Vng Rus2000idx (VTWO) | 0.7 | $7.1M | +33% | 71k | 100.17 |
|
| Meta Platforms Cl A (META) | 0.6 | $6.2M | +13% | 11k | 572.13 |
|
| Visa Com Cl A (V) | 0.6 | $6.1M | 20k | 302.24 |
|
|
| Johnson & Johnson (JNJ) | 0.6 | $5.9M | 24k | 244.44 |
|
|
| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 0.5 | $5.7M | +23% | 9.5k | 597.52 |
|
| Ishares Msci Emrg Chn (EMXC) | 0.4 | $4.6M | -4% | 58k | 78.66 |
|
| Schwab Strategic Tr Intl Eqty Etf (SCHF) | 0.4 | $4.5M | -2% | 182k | 24.75 |
|
| Abbvie (ABBV) | 0.4 | $4.2M | +11% | 20k | 217.49 |
|
| Tesla Motors (TSLA) | 0.4 | $4.0M | 11k | 371.75 |
|
|
| Exxon Mobil Corporation (XOM) | 0.4 | $4.0M | +13% | 24k | 169.66 |
|
| Ishares U S Etf Tr Short Duration B (NEAR) | 0.3 | $3.6M | +6% | 71k | 50.84 |
|
| Altria (MO) | 0.3 | $3.6M | -11% | 55k | 65.99 |
|
| Cisco Systems (CSCO) | 0.3 | $3.4M | 44k | 77.59 |
|
|
| Chubb (CB) | 0.3 | $3.4M | 10k | 325.93 |
|
|
| Gilead Sciences (GILD) | 0.3 | $3.3M | +7% | 24k | 139.37 |
|
| Eli Lilly & Co. (LLY) | 0.3 | $3.2M | 3.5k | 919.86 |
|
|
| Us Bancorp Com New (USB) | 0.3 | $3.2M | +7% | 61k | 52.01 |
|
| Mastercard Incorporated Cl A (MA) | 0.3 | $3.1M | -9% | 6.1k | 499.68 |
|
| Taiwan Semiconductor Manufac Sponsored Ads (TSM) | 0.3 | $3.0M | +31% | 8.8k | 337.95 |
|
| Merck & Co (MRK) | 0.3 | $2.9M | -2% | 24k | 120.29 |
|
| General Dynamics Corporation (GD) | 0.3 | $2.9M | 8.3k | 343.21 |
|
|
| Wal-Mart Stores (WMT) | 0.3 | $2.8M | 22k | 124.28 |
|
|
| Chevron Corporation (CVX) | 0.3 | $2.8M | 13k | 206.90 |
|
|
| Amgen (AMGN) | 0.3 | $2.7M | -15% | 7.7k | 351.84 |
|
| Schwab Strategic Tr Us Aggregate B (SCHZ) | 0.3 | $2.7M | +5% | 115k | 23.22 |
|
| Home Depot (HD) | 0.3 | $2.7M | 8.1k | 328.89 |
|
|
| Western Digital (WDC) | 0.2 | $2.6M | NEW | 9.6k | 270.49 |
|
| Micron Technology (MU) | 0.2 | $2.3M | +314% | 6.9k | 337.84 |
|
| Pepsi (PEP) | 0.2 | $2.3M | -12% | 15k | 155.29 |
|
| McDonald's Corporation (MCD) | 0.2 | $2.3M | 7.4k | 310.79 |
|
|
| Bank of America Corporation (BAC) | 0.2 | $2.3M | +55% | 47k | 48.75 |
|
| Costco Wholesale Corporation (COST) | 0.2 | $2.2M | 2.2k | 996.53 |
|
|
| Broadstone Net Lease (BNL) | 0.2 | $2.2M | 118k | 18.27 |
|
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| Netflix (NFLX) | 0.2 | $2.1M | +13% | 22k | 96.15 |
|
| Verizon Communications (VZ) | 0.2 | $2.1M | +3% | 42k | 50.20 |
|
| Parker-Hannifin Corporation (PH) | 0.2 | $2.0M | +4% | 2.2k | 895.24 |
|
| Spdr Series Trust State Street Spd (BIL) | 0.2 | $1.9M | -28% | 21k | 91.64 |
|
| Raytheon Technologies Corp (RTX) | 0.2 | $1.9M | 9.7k | 192.90 |
|
|
| Hca Holdings (HCA) | 0.2 | $1.8M | +5% | 3.8k | 473.24 |
|
| Schwab Strategic Tr Us Sml Cap Etf (SCHA) | 0.2 | $1.8M | -2% | 62k | 29.08 |
|
| Nextera Energy (NEE) | 0.2 | $1.8M | 19k | 92.88 |
|
|
| Coca-Cola Company (KO) | 0.2 | $1.8M | -11% | 23k | 76.05 |
|
| Ishares Tr Russell 2000 Etf (IWM) | 0.2 | $1.8M | +4% | 7.1k | 248.00 |
|
| Asml Hldg Nv N Y Registry Shs (ASML) | 0.2 | $1.7M | +16% | 1.3k | 1320.83 |
|
| Wec Energy Group (WEC) | 0.2 | $1.7M | -11% | 15k | 115.77 |
|
| American Electric Power Company (AEP) | 0.2 | $1.7M | -19% | 13k | 131.08 |
|
| Philip Morris International (PM) | 0.2 | $1.7M | -25% | 10k | 165.34 |
|
| Lowe's Companies (LOW) | 0.2 | $1.6M | 6.9k | 236.28 |
|
|
| Vale S A Sponsored Ads (VALE) | 0.2 | $1.6M | +263% | 101k | 15.91 |
|
| Paychex (PAYX) | 0.2 | $1.6M | -5% | 17k | 92.12 |
|
| Citigroup Com New (C) | 0.2 | $1.6M | +64% | 14k | 113.41 |
|
| Prologis (PLD) | 0.2 | $1.6M | -2% | 12k | 132.18 |
|
| Lam Research Corp Com New (LRCX) | 0.1 | $1.5M | +86% | 7.3k | 213.66 |
|
| Duke Energy Corp Com New (DUK) | 0.1 | $1.5M | -35% | 12k | 130.94 |
|
| Cintas Corporation (CTAS) | 0.1 | $1.5M | -22% | 9.1k | 169.14 |
|
| Goldman Sachs (GS) | 0.1 | $1.5M | +41% | 1.8k | 845.99 |
|
| Deere & Company (DE) | 0.1 | $1.5M | +32% | 2.7k | 563.30 |
|
| Devon Energy Corporation (DVN) | 0.1 | $1.5M | NEW | 29k | 50.32 |
|
| Berkshire Hathaway Inc Del Cl A (BRK.A) | 0.1 | $1.4M | 2.00 | 718140.00 |
|
|
| Caterpillar (CAT) | 0.1 | $1.4M | +62% | 2.0k | 708.46 |
|
| PNC Financial Services (PNC) | 0.1 | $1.4M | 6.8k | 208.08 |
|
|
| Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) | 0.1 | $1.4M | +3% | 28k | 49.89 |
|
| Vanguard Whitehall Fds High Div Yld (VYM) | 0.1 | $1.4M | 9.2k | 148.10 |
|
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| Seagate Technology Hldngs Pl Ord Shs (STX) | 0.1 | $1.3M | NEW | 3.3k | 391.76 |
|
| Applied Materials (AMAT) | 0.1 | $1.3M | +35% | 3.7k | 341.79 |
|
| Morgan Stanley Com New (MS) | 0.1 | $1.3M | +30% | 7.6k | 164.57 |
|
| Astrazeneca Ord (AZN) | 0.1 | $1.3M | NEW | 6.3k | 197.22 |
|
| Corteva (CTVA) | 0.1 | $1.2M | +8% | 15k | 83.71 |
|
| Palantir Technologies Cl A (PLTR) | 0.1 | $1.2M | -56% | 8.2k | 146.28 |
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| American Express Company (AXP) | 0.1 | $1.2M | +17% | 3.9k | 302.49 |
|
| Vanguard Index Fds Total Stk Mkt (VTI) | 0.1 | $1.2M | +3% | 3.7k | 320.79 |
|
| Select Sector Spdr Tr State Street Tec (XLK) | 0.1 | $1.2M | NEW | 8.8k | 132.90 |
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| Medtronic SHS (MDT) | 0.1 | $1.2M | -54% | 13k | 86.65 |
|
| Spdr Gold Tr Gold Shs (GLD) | 0.1 | $1.2M | +81% | 2.7k | 430.29 |
|
| Synchrony Financial (SYF) | 0.1 | $1.1M | +447% | 17k | 68.02 |
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| Kinder Morgan (KMI) | 0.1 | $1.1M | 34k | 33.53 |
|
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| Equinor Asa Sponsored Adr (EQNR) | 0.1 | $1.1M | +146% | 26k | 42.20 |
|
| Expedia Group Com New (EXPE) | 0.1 | $1.1M | NEW | 4.8k | 230.89 |
|
| Old Dominion Freight Line (ODFL) | 0.1 | $1.1M | -8% | 5.7k | 195.40 |
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| Corning Incorporated (GLW) | 0.1 | $1.1M | +12% | 8.1k | 135.97 |
|
| HSBC HLDGS Spon Adr New (HSBC) | 0.1 | $1.1M | +290% | 13k | 82.49 |
|
| Schwab Strategic Tr Emrg Mkteq Etf (SCHE) | 0.1 | $1.1M | NEW | 33k | 32.95 |
|
| Advanced Micro Devices (AMD) | 0.1 | $1.1M | +73% | 5.2k | 203.43 |
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| Bank of New York Mellon Corporation (BK) | 0.1 | $1.1M | +12% | 8.9k | 118.63 |
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| State Street Corporation (STT) | 0.1 | $1.1M | +48% | 8.3k | 126.56 |
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| Uber Technologies (UBER) | 0.1 | $1.0M | +38% | 15k | 71.93 |
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| Wells Fargo & Company (WFC) | 0.1 | $1.0M | +24% | 13k | 79.61 |
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| Pulte (PHM) | 0.1 | $1.0M | +146% | 8.8k | 117.61 |
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| Ishares Tr Eafe Grwth Etf (EFG) | 0.1 | $990k | -38% | 8.9k | 111.37 |
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| Ishares Tr 0-3 Mnth Treasry (SGOV) | 0.1 | $989k | +137% | 9.8k | 100.66 |
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| eBay (EBAY) | 0.1 | $971k | +134% | 11k | 91.02 |
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| Tidal Trust Iii Rockefeller Opp (RMOP) | 0.1 | $954k | +5% | 38k | 24.87 |
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| Schwab Strategic Tr Fundamental Intl (FNDF) | 0.1 | $951k | -12% | 19k | 48.93 |
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| Halliburton Company (HAL) | 0.1 | $940k | NEW | 24k | 38.99 |
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| Travelers Companies (TRV) | 0.1 | $919k | -12% | 3.2k | 291.68 |
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| Bristol Myers Squibb (BMY) | 0.1 | $918k | +63% | 15k | 60.65 |
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| Comcast Corp Cl A (CMCSA) | 0.1 | $916k | +2% | 32k | 28.71 |
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| Intuitive Surgical Com New (ISRG) | 0.1 | $912k | +7% | 2.0k | 460.99 |
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| Interactive Brokers Group In Com Cl A (IBKR) | 0.1 | $903k | -9% | 14k | 67.07 |
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| Ishares Gold Tr Ishares New (IAU) | 0.1 | $892k | NEW | 10k | 88.16 |
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| Moody's Corporation (MCO) | 0.1 | $867k | -23% | 2.0k | 436.25 |
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| Ge Aerospace Com New (GE) | 0.1 | $862k | +2% | 3.0k | 283.77 |
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| Tapestry (TPR) | 0.1 | $846k | NEW | 6.0k | 141.11 |
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| Ge Vernova (GEV) | 0.1 | $842k | +21% | 964.00 | 872.90 |
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| S&p Global (SPGI) | 0.1 | $835k | -50% | 2.0k | 425.34 |
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| Hartford Financial Services (HIG) | 0.1 | $829k | +11% | 6.1k | 135.23 |
|
| SLB Com Stk (SLB) | 0.1 | $824k | +179% | 16k | 51.39 |
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| Arista Networks Com Shs (ANET) | 0.1 | $802k | +71% | 6.5k | 122.78 |
|
| Southern Company (SO) | 0.1 | $801k | -51% | 8.3k | 96.52 |
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| Ishares Tr Ishs 1-5yr Invs (IGSB) | 0.1 | $797k | +28% | 15k | 52.56 |
|
| Comfort Systems USA (FIX) | 0.1 | $783k | +7% | 568.00 | 1378.99 |
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| TJX Companies (TJX) | 0.1 | $769k | +6% | 4.8k | 159.70 |
|
| Abbott Laboratories (ABT) | 0.1 | $769k | -31% | 7.5k | 102.67 |
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| Ecolab (ECL) | 0.1 | $768k | -45% | 2.9k | 266.02 |
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| Honeywell International (HON) | 0.1 | $767k | +65% | 3.4k | 226.03 |
|
| 3M Company (MMM) | 0.1 | $755k | +19% | 5.2k | 145.23 |
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| Entergy Corporation (ETR) | 0.1 | $752k | -21% | 6.7k | 112.36 |
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| Amphenol Corp Cl A (APH) | 0.1 | $714k | +20% | 5.6k | 126.35 |
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| Lockheed Martin Corporation (LMT) | 0.1 | $713k | 1.2k | 604.53 |
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| Lpl Financial Holdings (LPLA) | 0.1 | $709k | -23% | 2.4k | 300.83 |
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| Blackrock (BLK) | 0.1 | $703k | +24% | 731.00 | 961.86 |
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| Walt Disney Company (DIS) | 0.1 | $701k | +18% | 7.3k | 96.38 |
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| Ryanair Holdings Sponsored Adr (RYAAY) | 0.1 | $695k | +91% | 12k | 57.80 |
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| Capital One Financial (COF) | 0.1 | $693k | +90% | 3.8k | 182.43 |
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| W.R. Berkley Corporation (WRB) | 0.1 | $690k | -11% | 10k | 66.28 |
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| L3harris Technologies (LHX) | 0.1 | $689k | +18% | 2.0k | 345.18 |
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| Newmont Mining Corporation (NEM) | 0.1 | $689k | +173% | 6.4k | 108.25 |
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| Shopify Cl A Sub Vtg Shs (SHOP) | 0.1 | $688k | +32% | 5.8k | 118.62 |
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| Teledyne Technologies Incorporated (TDY) | 0.1 | $679k | -10% | 1.1k | 605.01 |
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| Apollo Global Mgmt (APO) | 0.1 | $676k | +243% | 6.1k | 111.42 |
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| M&T Bank Corporation (MTB) | 0.1 | $675k | +51% | 3.3k | 206.75 |
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| Freeport Mcmoran CL B (FCX) | 0.1 | $675k | NEW | 12k | 58.78 |
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| RBB Us Treasy 2 Yr (UTWO) | 0.1 | $673k | -12% | 14k | 48.28 |
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| Emerson Electric (EMR) | 0.1 | $670k | -9% | 5.1k | 131.02 |
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| Colgate-Palmolive Company (CL) | 0.1 | $669k | -19% | 7.9k | 85.23 |
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| McKesson Corporation (MCK) | 0.1 | $667k | -4% | 771.00 | 865.36 |
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| Allegion Ord Shs (ALLE) | 0.1 | $665k | -5% | 4.6k | 145.29 |
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| Zurn Water Solutions Corp Zws (ZWS) | 0.1 | $663k | -9% | 15k | 44.84 |
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| Eni Spa Sponsored Adr (E) | 0.1 | $663k | NEW | 12k | 56.61 |
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| T. Rowe Price (TROW) | 0.1 | $657k | +67% | 7.3k | 90.14 |
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| Intel Corporation (INTC) | 0.1 | $656k | +59% | 15k | 44.13 |
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| Spdr Index Shs Fds State Street Spd (SPGM) | 0.1 | $653k | 8.6k | 75.71 |
|
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| Truist Financial Corp equities (TFC) | 0.1 | $651k | +48% | 14k | 45.97 |
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| Fossil (FOSL) | 0.1 | $647k | 150k | 4.31 |
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| Ciena Corp Com New (CIEN) | 0.1 | $645k | NEW | 1.7k | 388.23 |
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| Lyondellbasell Industries Nv Shs - A - (LYB) | 0.1 | $632k | NEW | 7.8k | 80.56 |
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| Thermo Fisher Scientific (TMO) | 0.1 | $626k | +42% | 1.3k | 491.53 |
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| Nordson Corporation (NDSN) | 0.1 | $623k | -9% | 2.3k | 266.06 |
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| Charles Schwab Corporation (SCHW) | 0.1 | $621k | +118% | 6.6k | 93.98 |
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| Magna Intl Inc cl a (MGA) | 0.1 | $614k | NEW | 11k | 55.81 |
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| Ferrari Nv Ord (RACE) | 0.1 | $612k | -33% | 1.8k | 338.45 |
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| Oracle Corporation (ORCL) | 0.1 | $606k | +11% | 4.1k | 147.11 |
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| Ishares Tr Core S&p Mcp Etf (IJH) | 0.1 | $602k | -2% | 8.9k | 67.53 |
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| Sap Se Spon Adr (SAP) | 0.1 | $595k | +8% | 3.5k | 171.21 |
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| Kla Corp Com New (KLAC) | 0.1 | $595k | +45% | 404.00 | 1472.41 |
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| AmerisourceBergen (COR) | 0.1 | $591k | -4% | 1.9k | 314.14 |
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| Sony Group Corp Sponsored Adr (SONY) | 0.1 | $589k | +29% | 29k | 20.70 |
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| Ishares Tr Core Us Aggbd Et (AGG) | 0.1 | $587k | +49% | 5.9k | 99.27 |
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| Rollins (ROL) | 0.1 | $584k | -12% | 11k | 53.41 |
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| Ishares Tr Msci Acwi Etf (ACWI) | 0.1 | $581k | +32% | 4.2k | 138.37 |
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| Pfizer (PFE) | 0.1 | $581k | +15% | 21k | 28.08 |
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| salesforce (CRM) | 0.1 | $572k | +51% | 3.1k | 186.67 |
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| Regions Financial Corporation (RF) | 0.1 | $571k | +18% | 22k | 26.12 |
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| EOG Resources (EOG) | 0.1 | $569k | NEW | 3.9k | 144.57 |
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| UnitedHealth (UNH) | 0.1 | $556k | -36% | 2.1k | 270.65 |
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| Ul Solutions Class A Com Shs (ULS) | 0.1 | $554k | -16% | 6.5k | 85.71 |
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| Natwest Group Spons Adr (NWG) | 0.1 | $553k | +12% | 37k | 14.90 |
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| Ishares Tr Core S&p500 Etf (IVV) | 0.1 | $549k | +3% | 840.00 | 653.07 |
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| Xometry Class A Com (XMTR) | 0.1 | $548k | +4% | 13k | 40.84 |
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| Banco Santander Sa Adr (SAN) | 0.1 | $547k | +41% | 49k | 11.28 |
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| Arcutis Biotherapeutics (ARQT) | 0.1 | $544k | +4% | 23k | 23.56 |
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| Enerflex (EFXT) | 0.1 | $542k | NEW | 26k | 20.92 |
|
| Lennox International (LII) | 0.1 | $538k | -20% | 1.2k | 464.13 |
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| Procter & Gamble Company (PG) | 0.1 | $535k | -14% | 3.7k | 144.45 |
|
| MetLife (MET) | 0.1 | $534k | -4% | 7.6k | 70.72 |
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| International Business Machines (IBM) | 0.1 | $532k | +3% | 2.2k | 242.39 |
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| Cognizant Technology Solutio Cl A (CTSH) | 0.1 | $526k | NEW | 8.6k | 61.35 |
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| Union Pacific Corporation (UNP) | 0.0 | $524k | +26% | 2.2k | 242.65 |
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| Banco Bradesco S A Sponsored Adr (BBDO) | 0.0 | $518k | NEW | 158k | 3.29 |
|
| Carrier Global Corporation (CARR) | 0.0 | $518k | +34% | 9.2k | 56.31 |
|
| Cloudflare Cl A Com (NET) | 0.0 | $512k | +5% | 2.5k | 206.34 |
|
| Marvell Technology (MRVL) | 0.0 | $511k | NEW | 5.2k | 99.05 |
|
| Msci (MSCI) | 0.0 | $509k | -45% | 945.00 | 539.01 |
|
| Booking Holdings (BKNG) | 0.0 | $505k | +26% | 120.00 | 4210.32 |
|
| Cummins (CMI) | 0.0 | $504k | NEW | 937.00 | 538.02 |
|
| Public Service Enterprise (PEG) | 0.0 | $501k | -29% | 6.2k | 80.95 |
|
| Ishares Tr U.s. Tech Etf (IYW) | 0.0 | $501k | -79% | 2.8k | 181.42 |
|
| Blackstone Group Inc Com Cl A (BX) | 0.0 | $499k | 4.3k | 115.00 |
|
|
| Kinross Gold Corp (KGC) | 0.0 | $493k | NEW | 16k | 30.52 |
|
| General Motors Company (GM) | 0.0 | $492k | NEW | 6.6k | 74.50 |
|
| Vertex Pharmaceuticals Incorporated (VRTX) | 0.0 | $486k | -26% | 1.1k | 446.54 |
|
| Palo Alto Networks (PANW) | 0.0 | $486k | +85% | 3.0k | 160.32 |
|
| American Tower Reit (AMT) | 0.0 | $480k | -30% | 2.8k | 172.57 |
|
| ConocoPhillips (COP) | 0.0 | $476k | NEW | 3.6k | 132.00 |
|
| Royal Caribbean Cruises (RCL) | 0.0 | $474k | +18% | 1.7k | 275.18 |
|
| Hp (HPQ) | 0.0 | $464k | +115% | 24k | 19.21 |
|
| Petroleo Brasileiro S A Sponsored Adr (PBR) | 0.0 | $463k | NEW | 22k | 20.75 |
|
| Prudential Financial (PRU) | 0.0 | $456k | -11% | 4.7k | 97.69 |
|
| Vanguard Bd Index Fds Short Trm Bond (BSV) | 0.0 | $450k | +36% | 5.7k | 78.41 |
|
| Dbx Etf Tr Xtrack Msci Eafe (DBEF) | 0.0 | $449k | 9.1k | 49.40 |
|
|
| Qualcomm (QCOM) | 0.0 | $446k | +99% | 3.5k | 128.79 |
|
| Banco Bilbao Vizcaya Argenta Sponsored Adr (BBVA) | 0.0 | $444k | +8% | 21k | 21.66 |
|
| Saia (SAIA) | 0.0 | $438k | -7% | 1.2k | 351.28 |
|
| Texas Instruments Incorporated (TXN) | 0.0 | $438k | +64% | 2.3k | 194.14 |
|
| Targa Res Corp (TRGP) | 0.0 | $436k | NEW | 1.7k | 250.73 |
|
| Bj's Wholesale Club Holdings (BJ) | 0.0 | $434k | -12% | 4.4k | 98.42 |
|
| Fastenal Company (FAST) | 0.0 | $433k | +2% | 9.3k | 46.40 |
|
| Cooper Cos (COO) | 0.0 | $433k | -15% | 6.1k | 71.50 |
|
| Fidelity National Information Services (FIS) | 0.0 | $432k | NEW | 9.2k | 46.91 |
|
| Jack Henry & Associates (JKHY) | 0.0 | $431k | -15% | 2.7k | 158.04 |
|
| Calix (CALX) | 0.0 | $431k | -8% | 8.8k | 48.99 |
|
| Principal Financial (PFG) | 0.0 | $430k | +24% | 4.8k | 90.11 |
|
| British Amern Tob Sponsored Adr (BTI) | 0.0 | $430k | +29% | 7.3k | 58.47 |
|
| Accenture Plc Ireland Shs Class A (ACN) | 0.0 | $429k | +35% | 2.2k | 198.29 |
|
| Embraer Sponsored Ads (EMBJ) | 0.0 | $428k | -17% | 7.2k | 59.34 |
|
| Zoetis Cl A (ZTS) | 0.0 | $426k | -29% | 3.6k | 118.21 |
|
| Watsco, Incorporated (WSO) | 0.0 | $422k | -9% | 1.2k | 363.79 |
|
| Jacobs Engineering Group (J) | 0.0 | $418k | -5% | 3.3k | 127.28 |
|
| Anglogold Ashanti Com Shs (AU) | 0.0 | $412k | NEW | 4.2k | 97.36 |
|
| Bloom Energy Corp Com Cl A (BE) | 0.0 | $406k | NEW | 3.0k | 135.49 |
|
| Servicetitan Shs Cl A (TTAN) | 0.0 | $406k | +25% | 6.4k | 63.46 |
|
| Ishares Tr Msci Usa Qlt Fct (QUAL) | 0.0 | $406k | 2.1k | 191.81 |
|
|
| Flextronics Intl Ord (FLEX) | 0.0 | $405k | NEW | 6.2k | 65.46 |
|
| Weibo Corp Sponsored Adr (WB) | 0.0 | $404k | NEW | 46k | 8.75 |
|
| Intercontinental Exchange (ICE) | 0.0 | $403k | +2% | 2.6k | 157.27 |
|
| Jabil Circuit (JBL) | 0.0 | $403k | NEW | 1.5k | 265.63 |
|
| Ishares Tr Rus 1000 Etf (IWB) | 0.0 | $402k | 1.1k | 356.56 |
|
|
| Spdr Series Trust State Street Spd (SPYG) | 0.0 | $402k | 4.1k | 97.91 |
|
|
| Novo-nordisk A S Adr (NVO) | 0.0 | $402k | +15% | 11k | 36.75 |
|
| FedEx Corporation (FDX) | 0.0 | $400k | NEW | 1.1k | 356.18 |
|
| Bhp Billiton Sponsored Ads (BHP) | 0.0 | $399k | NEW | 5.5k | 72.74 |
|
| Equifax (EFX) | 0.0 | $398k | -15% | 2.2k | 180.07 |
|
| Ishares Tr Core Div Grwth (DGRO) | 0.0 | $395k | 5.6k | 70.18 |
|
|
| Bright Horizons Fam Sol In D (BFAM) | 0.0 | $394k | +19% | 4.8k | 82.13 |
|
| Phillips 66 (PSX) | 0.0 | $390k | NEW | 2.1k | 182.18 |
|
| Equity Residential Sh Ben Int (EQR) | 0.0 | $389k | -45% | 6.6k | 59.15 |
|
| Deutsche Bk Namen Akt (DB) | 0.0 | $389k | -20% | 13k | 29.78 |
|
| BP Sponsored Adr (BP) | 0.0 | $386k | NEW | 8.2k | 47.00 |
|
| Us Foods Hldg Corp call (USFD) | 0.0 | $378k | NEW | 4.1k | 92.21 |
|
| Barrick Mng Corp Com Shs (B) | 0.0 | $378k | +83% | 9.3k | 40.79 |
|
| Invesco Qqq Tr Unit Ser 1 (QQQ) | 0.0 | $377k | 654.00 | 576.79 |
|
|
| Ishares Tr National Mun Etf (MUB) | 0.0 | $375k | NEW | 3.5k | 106.15 |
|
| Select Sector Spdr Tr State Street Hea (XLV) | 0.0 | $374k | NEW | 2.6k | 146.61 |
|
| Trane Technologies SHS (TT) | 0.0 | $373k | NEW | 894.00 | 416.74 |
|
| Apa Corporation (APA) | 0.0 | $369k | NEW | 8.7k | 42.44 |
|
| Ase Technology Hldg Sponsored Ads (ASX) | 0.0 | $369k | NEW | 17k | 21.68 |
|
| Cemex Sa Euro Mtn Be 144a Spon Adr New (CX) | 0.0 | $368k | NEW | 32k | 11.44 |
|
| Stryker Corporation (SYK) | 0.0 | $365k | +17% | 1.1k | 328.52 |
|
| Fortuna Mng Corp Com New (FSM) | 0.0 | $365k | NEW | 37k | 9.93 |
|
| Vulcan Materials Company (VMC) | 0.0 | $364k | +11% | 1.3k | 272.30 |
|
| Constellation Brands Cl A (STZ) | 0.0 | $364k | +4% | 2.4k | 150.00 |
|
| Vanguard Index Fds Small Cp Etf (VB) | 0.0 | $364k | +2% | 1.4k | 261.86 |
|
| Ishares Tr Rus 1000 Val Etf (IWD) | 0.0 | $361k | -17% | 1.7k | 213.71 |
|
| At&t (T) | 0.0 | $360k | NEW | 12k | 28.99 |
|
| Dollar Tree (DLTR) | 0.0 | $359k | NEW | 3.3k | 109.51 |
|
| Bridgebio Pharma (BBIO) | 0.0 | $356k | +5% | 4.8k | 74.26 |
|
| Ing Groep Sponsored Adr (ING) | 0.0 | $354k | NEW | 14k | 26.05 |
|
| Marathon Petroleum Corp (MPC) | 0.0 | $352k | NEW | 1.4k | 244.18 |
|
| Allstate Corporation (ALL) | 0.0 | $351k | -22% | 1.7k | 207.34 |
|
| Select Sector Spdr Tr State Street Con (XLY) | 0.0 | $351k | NEW | 3.2k | 108.98 |
|
| Intuit (INTU) | 0.0 | $349k | -27% | 808.00 | 432.38 |
|
| Ishares Tr Core Msci Eafe (IEFA) | 0.0 | $349k | 3.9k | 90.52 |
|
|
| Nvent Elec SHS (NVT) | 0.0 | $348k | 2.9k | 118.28 |
|
|
| United Parcel Svcs CL B (UPS) | 0.0 | $348k | +11% | 3.5k | 98.38 |
|
| Warner Bros Discovery Com Ser A (WBD) | 0.0 | $344k | NEW | 13k | 27.46 |
|
| Valero Energy Corporation (VLO) | 0.0 | $343k | NEW | 1.4k | 247.08 |
|
| Hldgs (UAL) | 0.0 | $341k | NEW | 3.7k | 92.07 |
|
| Ishares Tr Rus 1000 Grw Etf (IWF) | 0.0 | $340k | 797.00 | 426.19 |
|
|
| Chipmos Technologies Sponsord Ads New (IMOS) | 0.0 | $340k | NEW | 9.5k | 35.78 |
|
| Twilio Cl A (TWLO) | 0.0 | $339k | +16% | 2.7k | 125.82 |
|
| Ishares Tr New York Mun Etf (NYF) | 0.0 | $338k | +68% | 6.4k | 53.12 |
|
| Target Corporation (TGT) | 0.0 | $334k | NEW | 2.8k | 121.20 |
|
| Danaher Corporation (DHR) | 0.0 | $331k | +26% | 1.7k | 189.60 |
|
| Johnson Controls Internation SHS (JCI) | 0.0 | $330k | NEW | 2.5k | 130.95 |
|
| Select Sector Spdr Tr State Street Ene (XLE) | 0.0 | $330k | NEW | 5.4k | 61.26 |
|
| Choice Hotels International (CHH) | 0.0 | $329k | 3.2k | 103.50 |
|
|
| Applovin Corp Com Cl A (APP) | 0.0 | $329k | -17% | 826.00 | 398.00 |
|
| Crowdstrike Hldgs Cl A (CRWD) | 0.0 | $328k | -17% | 839.00 | 390.41 |
|
| Siteone Landscape Supply (SITE) | 0.0 | $326k | -12% | 2.5k | 133.11 |
|
| Ares Capital Corporation (ARCC) | 0.0 | $326k | 18k | 18.02 |
|
|
| Trimble Navigation (TRMB) | 0.0 | $323k | -11% | 5.0k | 65.23 |
|
| Illinois Tool Works (ITW) | 0.0 | $323k | +48% | 1.2k | 260.29 |
|
| D.R. Horton (DHI) | 0.0 | $322k | NEW | 2.3k | 137.22 |
|
| Hilton Worldwide Holdings (HLT) | 0.0 | $321k | -5% | 1.1k | 304.08 |
|
| Delta Air Lines Com New (DAL) | 0.0 | $320k | NEW | 4.8k | 66.48 |
|
| Analog Devices (ADI) | 0.0 | $320k | NEW | 1.0k | 318.14 |
|
| Universal Display Corporation (OLED) | 0.0 | $318k | +12% | 3.5k | 91.66 |
|
| Boeing Company (BA) | 0.0 | $316k | +45% | 1.6k | 199.03 |
|
| Starbucks Corporation (SBUX) | 0.0 | $316k | +13% | 3.5k | 89.59 |
|
| Pool Corporation (POOL) | 0.0 | $315k | 1.6k | 202.33 |
|
|
| Xcel Energy (XEL) | 0.0 | $313k | -56% | 3.9k | 79.44 |
|
| Biogen Idec (BIIB) | 0.0 | $310k | NEW | 1.7k | 183.33 |
|
| Zebra Technologies Corporati Cl A (ZBRA) | 0.0 | $307k | -12% | 1.5k | 209.08 |
|
| Hubbell (HUBB) | 0.0 | $307k | -10% | 626.00 | 490.74 |
|
| Vaneck Etf Trust Oil Refiners Etf (CRAK) | 0.0 | $305k | NEW | 6.2k | 49.40 |
|
| Alibaba Group Hldg Sponsored Ads (BABA) | 0.0 | $305k | NEW | 2.4k | 125.46 |
|
| Ishares Tr Eafe Value Etf (EFV) | 0.0 | $304k | 4.1k | 74.35 |
|
|
| Select Sector Spdr Tr State Street Ind (XLI) | 0.0 | $302k | NEW | 1.9k | 161.73 |
|
| Fresenius Medical Care Sponsored Adr (FMS) | 0.0 | $301k | NEW | 13k | 22.56 |
|
| Select Sector Spdr Tr State Street Com (XLC) | 0.0 | $301k | NEW | 2.7k | 110.86 |
|
| Vertiv Holdings Com Cl A (VRT) | 0.0 | $300k | NEW | 1.2k | 250.58 |
|
| Rio Tinto Sponsored Adr (RIO) | 0.0 | $300k | NEW | 3.2k | 93.29 |
|
| Tompkins Financial Corporation (TMP) | 0.0 | $298k | 3.8k | 78.84 |
|
|
| Sprott Asset Management Physical Silver (PSLV) | 0.0 | $297k | NEW | 12k | 24.39 |
|
| Fifth Third Ban (FITB) | 0.0 | $296k | -17% | 6.4k | 46.46 |
|
| Aptiv Com Shs (APTV) | 0.0 | $295k | NEW | 4.2k | 69.44 |
|
| Shell Spon Ads (SHEL) | 0.0 | $292k | NEW | 3.1k | 93.00 |
|
| Bentley Sys Com Cl B (BSY) | 0.0 | $292k | -35% | 8.3k | 35.12 |
|
| Toast Cl A (TOST) | 0.0 | $291k | +9% | 11k | 26.51 |
|
| Servicenow (NOW) | 0.0 | $289k | -29% | 2.8k | 104.55 |
|
| Adobe Systems Incorporated (ADBE) | 0.0 | $289k | -18% | 1.2k | 243.08 |
|
| Honda Motor Adr Ech Cnv In 3 (HMC) | 0.0 | $288k | NEW | 12k | 24.31 |
|
| Peoples Financial Services Corp (PFIS) | 0.0 | $288k | 5.4k | 53.33 |
|
|
| Kimberly-Clark Corporation (KMB) | 0.0 | $287k | -49% | 3.0k | 96.47 |
|
| Masco Corporation (MAS) | 0.0 | $286k | -16% | 4.7k | 60.37 |
|
| Ishares Tr U.s. Finls Etf (IYF) | 0.0 | $285k | NEW | 2.4k | 117.66 |
|
| ResMed (RMD) | 0.0 | $284k | -26% | 1.3k | 224.48 |
|
| Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) | 0.0 | $284k | -30% | 3.6k | 79.27 |
|
| Tenet Healthcare Corp Com New (THC) | 0.0 | $282k | +8% | 1.5k | 188.71 |
|
| Proshares Tr S&p 500 Dv Arist (NOBL) | 0.0 | $282k | NEW | 2.7k | 106.01 |
|
| Ollies Bargain Outlt Hldgs I (OLLI) | 0.0 | $280k | -23% | 3.0k | 92.04 |
|
| Automatic Data Processing (ADP) | 0.0 | $279k | -21% | 1.4k | 203.18 |
|
| Hamilton Lane Cl A (HLNE) | 0.0 | $277k | +20% | 2.8k | 99.40 |
|
| Ishares Tr Msci Eafe Etf (EFA) | 0.0 | $275k | 2.8k | 97.13 |
|
|
| Pacer Fds Tr Us Cash Cows 100 (COWZ) | 0.0 | $272k | NEW | 4.4k | 62.56 |
|
| Linde SHS (LIN) | 0.0 | $270k | NEW | 545.00 | 495.76 |
|
| Ishares Tr Hdg Msci Eafe (HEFA) | 0.0 | $269k | 6.3k | 42.49 |
|
|
| Ishares Tr Energy Strg & Ma (IBAT) | 0.0 | $267k | NEW | 7.8k | 34.11 |
|
| Cytokinetics Com New (CYTK) | 0.0 | $263k | 4.0k | 65.91 |
|
|
| Vici Pptys (VICI) | 0.0 | $261k | -50% | 9.6k | 27.32 |
|
| Broadridge Financial Solutions (BR) | 0.0 | $259k | -60% | 1.6k | 162.48 |
|
| Credit Acceptance (CACC) | 0.0 | $258k | -7% | 608.00 | 423.46 |
|
| Zoom Communications Cl A (ZM) | 0.0 | $257k | NEW | 3.2k | 80.39 |
|
| Airbnb Com Cl A (ABNB) | 0.0 | $256k | +29% | 2.0k | 126.28 |
|
| Edison International (EIX) | 0.0 | $256k | -17% | 3.5k | 73.18 |
|
| Paypal Holdings (PYPL) | 0.0 | $254k | NEW | 5.6k | 45.23 |
|
| Nucor Corporation (NUE) | 0.0 | $254k | NEW | 1.5k | 169.10 |
|
| Dell Technologies CL C (DELL) | 0.0 | $253k | NEW | 1.5k | 164.09 |
|
| Thor Industries (THO) | 0.0 | $253k | -17% | 3.2k | 79.89 |
|
| Align Technology (ALGN) | 0.0 | $252k | NEW | 1.5k | 171.43 |
|
| CMS Energy Corporation (CMS) | 0.0 | $252k | -27% | 3.2k | 77.58 |
|
| CVS Caremark Corporation (CVS) | 0.0 | $249k | NEW | 3.5k | 71.82 |
|
| Vaneck Etf Trust Rare Earth And S (REMX) | 0.0 | $247k | -10% | 2.8k | 88.01 |
|
| Sherwin-Williams Company (SHW) | 0.0 | $245k | NEW | 764.00 | 320.55 |
|
| Pentair SHS (PNR) | 0.0 | $244k | -7% | 2.8k | 87.11 |
|
| Consolidated Edison (ED) | 0.0 | $240k | -57% | 2.1k | 113.18 |
|
| RBB Us Treasr 10 Yr (UTEN) | 0.0 | $240k | -69% | 5.5k | 43.60 |
|
| Xylem (XYL) | 0.0 | $239k | -5% | 2.0k | 119.50 |
|
| W.W. Grainger (GWW) | 0.0 | $239k | -41% | 219.00 | 1090.81 |
|
| Host Hotels & Resorts (HST) | 0.0 | $238k | NEW | 12k | 19.16 |
|
| Natera (NTRA) | 0.0 | $236k | -20% | 1.2k | 199.99 |
|
| IDEXX Laboratories (IDXX) | 0.0 | $235k | -4% | 419.00 | 561.89 |
|
| Ascendis Pharma A/s Sponsored Adr (ASND) | 0.0 | $234k | -12% | 1.0k | 228.59 |
|
| Wp Carey (WPC) | 0.0 | $234k | 3.4k | 67.96 |
|
|
| AFLAC Incorporated (AFL) | 0.0 | $234k | -8% | 2.1k | 109.71 |
|
| Northrop Grumman Corporation (NOC) | 0.0 | $228k | NEW | 334.00 | 682.24 |
|
| Carlisle Companies (CSL) | 0.0 | $228k | NEW | 682.00 | 333.62 |
|
| Credicorp (BAP) | 0.0 | $226k | NEW | 667.00 | 339.18 |
|
| Beone Medicines Sponsored Ads (ONC) | 0.0 | $225k | -3% | 758.00 | 296.97 |
|
| Exponent (EXPO) | 0.0 | $223k | -3% | 3.4k | 65.25 |
|
| Quanta Services (PWR) | 0.0 | $222k | NEW | 404.00 | 549.02 |
|
| Yum China Holdings (YUMC) | 0.0 | $222k | NEW | 4.5k | 48.78 |
|
| Waste Management (WM) | 0.0 | $220k | NEW | 956.00 | 229.74 |
|
| Popular Com New (BPOP) | 0.0 | $219k | NEW | 1.6k | 134.17 |
|
| Ishares Tr Esg Awre Usd Etf (SUSC) | 0.0 | $219k | +7% | 9.5k | 23.14 |
|
| CRH Ord (CRH) | 0.0 | $219k | NEW | 2.1k | 105.12 |
|
| Ishares Silver Tr Ishares (SLV) | 0.0 | $218k | -66% | 3.2k | 68.14 |
|
| PPL Corporation (PPL) | 0.0 | $218k | NEW | 5.7k | 38.20 |
|
| CBOE Holdings (CBOE) | 0.0 | $218k | NEW | 774.00 | 281.07 |
|
| Nasdaq Omx (NDAQ) | 0.0 | $218k | +24% | 2.6k | 84.89 |
|
| Nektar Therapeutics Com New (NKTR) | 0.0 | $217k | NEW | 3.0k | 71.95 |
|
| Archer Daniels Midland Company (ADM) | 0.0 | $217k | NEW | 3.0k | 72.69 |
|
| Doordash Cl A (DASH) | 0.0 | $217k | -15% | 1.4k | 150.15 |
|
| Howmet Aerospace (HWM) | 0.0 | $217k | NEW | 940.00 | 230.46 |
|
| Fortinet (FTNT) | 0.0 | $216k | NEW | 2.6k | 81.72 |
|
| Ford Motor Company (F) | 0.0 | $215k | NEW | 19k | 11.54 |
|
| Monolithic Power Systems (MPWR) | 0.0 | $214k | NEW | 196.00 | 1093.35 |
|
| Vanguard Index Fds Value Etf (VTV) | 0.0 | $213k | 1.1k | 196.20 |
|
|
| Monster Beverage Corp (MNST) | 0.0 | $210k | NEW | 2.9k | 72.46 |
|
| Williams Companies (WMB) | 0.0 | $210k | NEW | 2.9k | 72.78 |
|
| Chipotle Mexican Grill (CMG) | 0.0 | $210k | -9% | 6.5k | 32.01 |
|
| Kratos Defense & Sec Solutio Com New (KTOS) | 0.0 | $209k | -19% | 3.0k | 70.51 |
|
| Yum! Brands (YUM) | 0.0 | $209k | -4% | 1.3k | 155.48 |
|
| Eaton Corp SHS (ETN) | 0.0 | $209k | NEW | 584.00 | 357.67 |
|
| Novartis Sponsored Adr (NVS) | 0.0 | $208k | NEW | 1.4k | 152.75 |
|
| Blackstone Mortgage Trust In Com Cl A (BXMT) | 0.0 | $206k | 11k | 19.15 |
|
|
| Bausch Health Companies (BHC) | 0.0 | $206k | NEW | 38k | 5.40 |
|
| Ishares Tr Mrngstr Inc Etf (IYLD) | 0.0 | $205k | 9.4k | 21.73 |
|
|
| Fox Corp Cl A Com (FOXA) | 0.0 | $205k | NEW | 3.5k | 58.40 |
|
| Robinhood Mkts Com Cl A (HOOD) | 0.0 | $203k | NEW | 2.9k | 69.30 |
|
| Kkr & Co (KKR) | 0.0 | $203k | NEW | 2.2k | 92.50 |
|
| United Rentals (URI) | 0.0 | $201k | NEW | 276.00 | 728.56 |
|
| Ishares Tr Esg Awr Us Agrgt (EAGG) | 0.0 | $200k | NEW | 4.2k | 47.55 |
|
| Vodafone Group Sponsored Adr (VOD) | 0.0 | $200k | NEW | 13k | 15.02 |
|
| Si-bone (SIBN) | 0.0 | $190k | NEW | 15k | 12.63 |
|
| Mitsubishi Ufj Financial Gro Sponsored Ads (MUFG) | 0.0 | $188k | NEW | 11k | 16.97 |
|
| Owl Rock Capital Corporation (OBDC) | 0.0 | $182k | 16k | 11.06 |
|
|
| Lloyds Banking Group Sponsored Adr (LYG) | 0.0 | $181k | NEW | 36k | 5.03 |
|
| Enovix Corp (ENVX) | 0.0 | $179k | 35k | 5.18 |
|
|
| Inmode SHS (INMD) | 0.0 | $162k | NEW | 12k | 13.68 |
|
| Thredup Cl A (TDUP) | 0.0 | $126k | +22% | 39k | 3.28 |
|
| Mizuho Financial Group Sponsored Adr (MFG) | 0.0 | $121k | NEW | 15k | 7.94 |
|
| First Watch Restaurant Groupco (FWRG) | 0.0 | $106k | -3% | 10k | 10.48 |
|
| Itau Unibanco Hldg S A Spon Adr Rep Pfd (ITUB) | 0.0 | $97k | NEW | 12k | 8.38 |
|
| Repositrak Com New (TRAK) | 0.0 | $97k | 13k | 7.60 |
|
|
| Peloton Interactive Cl A Com (PTON) | 0.0 | $58k | 13k | 4.29 |
|
|
| JetBlue Airways Corporation (JBLU) | 0.0 | $44k | NEW | 10k | 4.42 |
|
| Adagio Therapeutics (IVVD) | 0.0 | $20k | NEW | 15k | 1.30 |
|
Past Filings by LVW Advisors
SEC 13F filings are viewable for LVW Advisors going back to 2014
- 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
- LVW Advisors 2022 Q3 filed Oct. 14, 2022
- LVW Advisors 2022 Q2 filed July 22, 2022