LVW Advisors

Latest statistics and disclosures from LVW Advisors's latest quarterly 13F-HR filing:

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Positions held by LVW Advisors consolidated in one spreadsheet with up to 7 years of data

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Portfolio Holdings for LVW Advisors

LVW Advisors holds 229 positions in its portfolio as reported in the December 2022 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Schwab Strategic Tr Us Dividend Eq (SCHD) 6.6 $33M +86% 431k 75.54
Vanguard Scottsdale Fds Vng Rus1000grw (VONG) 6.4 $31M 568k 55.12
Schwab Strategic Tr Us Tips Etf (SCHP) 6.1 $30M -6% 579k 51.79
Apple (AAPL) 4.7 $23M 177k 129.93
Vanguard Index Fds Growth Etf (VUG) 4.5 $22M -4% 105k 213.11
Schwab Strategic Tr Sht Tm Us Tres (SCHO) 3.4 $17M +73% 348k 48.24
Schwab Strategic Tr Us Lcap Gr Etf (SCHG) 2.2 $11M 194k 55.56
Spdr S&p 500 Etf Tr Tr Unit (SPY) 1.7 $8.4M +652% 22k 382.40
Microsoft Corporation (MSFT) 1.5 $7.6M 32k 239.82
Vanguard Scottsdale Fds Vng Rus2000idx (VTWO) 1.5 $7.2M +15% 103k 70.37
Ishares Tr Shrt Nat Mun Etf (SUB) 1.4 $6.9M +144% 67k 104.27
JPMorgan Chase & Co. (JPM) 1.3 $6.2M 47k 134.10
Abbvie (ABBV) 1.2 $6.1M -3% 38k 161.61
Berkshire Hathaway Inc Del Cl B New (BRK.B) 1.2 $6.0M 20k 308.90

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Ishares Tr Ishs 1-5yr Invs (IGSB) 1.2 $5.9M NEW 119k 49.82
Pepsi (PEP) 1.2 $5.7M 32k 180.66
Johnson & Johnson (JNJ) 1.2 $5.7M 32k 176.65
Invesco Qqq Tr Unit Ser 1 (QQQ) 1.1 $5.6M +246% 21k 266.28
General Dynamics Corporation (GD) 1.0 $5.2M 21k 248.11
Ishares Tr Core Total Usd (IUSB) 1.0 $5.1M NEW 113k 44.93
Bristol Myers Squibb (BMY) 1.0 $5.0M 69k 71.95
Visa Com Cl A (V) 1.0 $4.9M 24k 207.76
McDonald's Corporation (MCD) 1.0 $4.9M 19k 263.54
Amgen (AMGN) 1.0 $4.7M 18k 262.65
Pfizer (PFE) 0.9 $4.6M 90k 51.24
Schwab Strategic Tr Schwb Fdt Int Lg (FNDF) 0.9 $4.4M +47% 152k 29.07
Altria (MO) 0.9 $4.4M -3% 96k 45.71
Cisco Systems (CSCO) 0.9 $4.3M -4% 91k 47.64
Home Depot (HD) 0.9 $4.2M 13k 315.86
Chubb (CB) 0.9 $4.2M 19k 220.60
Wec Energy Group (WEC) 0.8 $4.0M +2% 43k 93.76
Schwab Strategic Tr Emrg Mkteq Etf (SCHE) 0.8 $4.0M -76% 168k 23.67
Pacer Fds Tr Trendp Us Lar Cp (PTLC) 0.8 $3.8M -7% 102k 37.49
Raytheon Technologies Corp (RTX) 0.8 $3.8M 38k 100.92
Smucker J M Com New (SJM) 0.8 $3.7M 24k 158.46
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB) 0.7 $3.6M -4% 73k 49.49
Schwab Strategic Tr Us Sml Cap Etf (SCHA) 0.7 $3.6M 89k 40.51
Ishares Tr Russell 2000 Etf (IWM) 0.7 $3.6M +7% 21k 174.36
Chevron Corporation (CVX) 0.7 $3.5M -6% 20k 179.49
Ishares Tr Eafe Grwth Etf (EFG) 0.7 $3.5M +32% 41k 83.76
Broadcom (AVGO) 0.7 $3.4M +2% 6.0k 559.16
Procter & Gamble Company (PG) 0.7 $3.3M 22k 151.56
Verizon Communications (VZ) 0.7 $3.3M -3% 84k 39.40
Ishares Tr Msci Acwi Etf (ACWI) 0.7 $3.3M +240% 39k 84.88
Ishares Msci Gbl Min Vol (ACWV) 0.7 $3.3M -24% 35k 95.02
Deere & Company (DE) 0.7 $3.2M -3% 7.5k 428.76
Nextera Energy (NEE) 0.6 $3.1M 38k 83.60
Ishares Tr Msci Usa Value (VLUE) 0.6 $3.0M 33k 91.14
Union Pacific Corporation (UNP) 0.6 $3.0M 14k 207.07
Alphabet Cap Stk Cl C (GOOG) 0.6 $2.9M -6% 33k 88.73
L3harris Technologies (LHX) 0.6 $2.9M 14k 208.21
Amazon (AMZN) 0.6 $2.9M -8% 34k 84.00
Ishares Msci Emerg Mrkt (EEMV) 0.5 $2.7M +50% 51k 53.05
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO) 0.5 $2.7M -57% 69k 38.98
Spdr Index Shs Fds Portfli Msci Gbl (SPGM) 0.5 $2.5M +5% 54k 46.63
Ishares Tr Tips Bd Etf (TIP) 0.5 $2.5M -17% 24k 106.44
Ishares Tr Mrngstr Inc Etf (IYLD) 0.5 $2.5M NEW 129k 18.98
Ishares Tr Mbs Etf (MBB) 0.5 $2.4M NEW 26k 92.75
Ishares Tr 0-5yr Hi Yl Cp (SHYG) 0.5 $2.3M NEW 57k 40.89
Paychex (PAYX) 0.4 $2.2M 19k 115.56
Alphabet Cap Stk Cl A (GOOGL) 0.4 $2.2M +9% 25k 88.23
Broadstone Net Lease (BNL) 0.4 $2.1M +131% 132k 16.21
Walgreen Boots Alliance (WBA) 0.4 $2.1M -9% 57k 37.36
Outlook Therapeutics Com New (OTLK) 0.4 $1.9M 1.7M 1.08
eBay (EBAY) 0.4 $1.9M -12% 45k 41.47
Medtronic SHS (MDT) 0.4 $1.9M -11% 24k 77.72
Exxon Mobil Corporation (XOM) 0.4 $1.8M 16k 110.30
Merck & Co (MRK) 0.4 $1.8M -3% 16k 110.95
Anebulo Pharmaceuticals (ANEB) 0.3 $1.6M 674k 2.42
Novo-nordisk A S Adr (NVO) 0.3 $1.6M -14% 12k 135.34
Mastercard Incorporated Cl A (MA) 0.3 $1.5M 4.4k 347.74
Schwab Strategic Tr Intl Eqty Etf (SCHF) 0.3 $1.5M -43% 48k 32.21
Astrazeneca Sponsored Adr (AZN) 0.3 $1.5M +5% 22k 67.80
Ishares Tr Hdg Msci Eafe (HEFA) 0.3 $1.5M +21% 56k 27.00
Ishares Tr Eafe Value Etf (EFV) 0.3 $1.4M NEW 30k 45.88
Diageo Spon Adr New (DEO) 0.3 $1.3M -4% 7.5k 178.19
Ishares U S Etf Tr Blackrock St Mat (NEAR) 0.3 $1.3M 27k 49.27
Schwab Strategic Tr Us Aggregate B (SCHZ) 0.3 $1.3M -78% 29k 45.65
UnitedHealth (UNH) 0.3 $1.3M 2.4k 530.18
Asml Holding N V N Y Registry Shs (ASML) 0.3 $1.2M -2% 2.3k 546.40
Capital Group Gbl Growth Eqt Shs Creation Uni (CGGO) 0.2 $1.2M NEW 56k 21.01
Totalenergies Se Sponsored Ads (TTE) 0.2 $1.0M +34% 16k 62.08
W.R. Berkley Corporation (WRB) 0.2 $1000k -8% 14k 72.57
Ishares Tr Conv Bd Etf (ICVT) 0.2 $969k +3% 14k 69.47
Bank of America Corporation (BAC) 0.2 $896k +2% 27k 33.12
Vanguard Intl Equity Index F Ftse Pacific Etf (VPL) 0.2 $867k -44% 14k 64.35
Nordson Corporation (NDSN) 0.2 $860k -5% 3.6k 237.72
Taiwan Semiconductor Mfg Sponsored Ads (TSM) 0.2 $856k -7% 12k 74.49
Constellation Brands Cl A (STZ) 0.2 $855k -5% 3.7k 231.75
Enovix Corp (ENVX) 0.2 $855k -5% 69k 12.44
British Amern Tob Sponsored Adr (BTI) 0.2 $853k +22% 21k 39.98
BlackRock (BLK) 0.2 $851k -7% 1.2k 708.65
Progressive Corporation (PGR) 0.2 $848k -7% 6.5k 129.71
Cooper Cos Com New (COO) 0.2 $845k +14% 2.6k 330.67
United Parcel Service CL B (UPS) 0.2 $836k -6% 4.8k 173.84
Texas Instruments Incorporated (TXN) 0.2 $832k -7% 5.0k 165.22
Pool Corporation (POOL) 0.2 $796k +8% 2.6k 302.33
Abb Sponsored Adr (ABB) 0.2 $791k -11% 26k 30.46
Starbucks Corporation (SBUX) 0.2 $791k -5% 8.0k 99.20
Lpl Financial Holdings (LPLA) 0.2 $773k -30% 3.6k 216.17
Bentley Sys Com Cl B (BSY) 0.2 $760k -6% 21k 36.96
American Express Company (AXP) 0.2 $757k 5.1k 147.74
Genmab A/s Sponsored Ads (GMAB) 0.2 $752k -14% 18k 42.38
Philip Morris International (PM) 0.2 $749k +20% 7.4k 101.21
Global X Fds Cloud Computng (CLOU) 0.2 $746k NEW 47k 16.03
Meta Platforms Cl A (META) 0.1 $735k +2% 6.1k 120.34
Charles River Laboratories (CRL) 0.1 $727k -7% 3.3k 217.90
Eli Lilly & Co. (LLY) 0.1 $712k 1.9k 365.84
Lowe's Companies (LOW) 0.1 $709k -4% 3.6k 199.24
Copart (CPRT) 0.1 $700k +87% 12k 60.89
Ishares Msci World Etf (URTH) 0.1 $695k +87% 6.4k 109.25
Globus Med Cl A (GMED) 0.1 $694k +39% 9.3k 74.27
Dbx Etf Tr Xtrack Msci Eafe (DBEF) 0.1 $691k 21k 32.23
Equifax (EFX) 0.1 $684k -6% 3.5k 194.36
Target Corporation (TGT) 0.1 $674k -7% 4.5k 149.04
Air Products & Chemicals (APD) 0.1 $674k -6% 2.2k 308.26
Interactive Brokers Group In Com Cl A (IBKR) 0.1 $671k -6% 9.3k 72.35
Exponent (EXPO) 0.1 $657k -9% 6.6k 99.09
NVIDIA Corporation (NVDA) 0.1 $650k 4.4k 146.14
Vanguard Index Fds S&p 500 Etf Shs (VOO) 0.1 $647k +26% 1.8k 351.35
Netflix (NFLX) 0.1 $645k +12% 2.2k 294.88
Calix (CALX) 0.1 $638k -16% 9.3k 68.43
Zebra Technologies Corporati Cl A (ZBRA) 0.1 $630k -7% 2.5k 256.41
Siteone Landscape Supply (SITE) 0.1 $619k -7% 5.3k 117.32
Teradyne (TER) 0.1 $611k -6% 7.0k 87.35
Ansys (ANSS) 0.1 $596k +68% 2.5k 241.59
Allegion Ord Shs (ALLE) 0.1 $573k -6% 5.4k 105.26
Anheuser Busch Inbev Sa Sponsored Adr (BUD) 0.1 $570k +3% 9.5k 60.04
Sap Se Spon Adr (SAP) 0.1 $562k +3% 5.5k 103.19
Charles Schwab Corporation (SCHW) 0.1 $557k 6.7k 83.26
Ferrari Nv Ord (RACE) 0.1 $552k 2.6k 214.22
Hdfc Bank Sponsored Ads (HDB) 0.1 $551k +49% 8.1k 68.41
Teledyne Technologies Incorporated (TDY) 0.1 $551k -5% 1.4k 399.91
Fidelity National Information Services (FIS) 0.1 $548k +21% 8.1k 67.85
Dolby Laboratories Com Cl A (DLB) 0.1 $545k +27% 7.7k 70.54
Dominion Resources (D) 0.1 $542k -13% 8.8k 61.32
Danaher Corporation (DHR) 0.1 $537k +15% 2.0k 265.42
Comcast Corp Cl A (CMCSA) 0.1 $532k -5% 15k 34.97
Chemed Corp Com Stk (CHE) 0.1 $529k -8% 1.0k 510.43
Sempra Energy (SRE) 0.1 $529k 3.4k 154.54
Crown Castle Intl (CCI) 0.1 $519k -6% 3.8k 135.64
Lennox International (LII) 0.1 $507k -6% 2.1k 239.23
Tfii Cn (TFII) 0.1 $501k +6% 5.0k 100.24
Thermo Fisher Scientific (TMO) 0.1 $499k -3% 906.00 550.69
Norfolk Southern (NSC) 0.1 $494k -7% 2.0k 246.42
Eaton Corp SHS (ETN) 0.1 $490k -2% 3.1k 156.95
Fair Isaac Corporation (FICO) 0.1 $490k -9% 818.00 598.58
Ishares Tr Core S&p500 Etf (IVV) 0.1 $474k -15% 1.2k 384.25
Gilead Sciences (GILD) 0.1 $467k 5.4k 85.85
Aspen Technology (AZPN) 0.1 $467k -6% 2.3k 205.40
Jack Henry & Associates (JKHY) 0.1 $459k -8% 2.6k 175.56
Stmicroelectronics N V Ny Registry (STM) 0.1 $445k +7% 13k 35.57
Watsco, Incorporated (WSO) 0.1 $444k -6% 1.8k 249.40
Aon Shs Cl A (AON) 0.1 $442k 1.5k 300.14
Jacobs Engineering Group (J) 0.1 $437k 3.6k 120.07
Rollins (ROL) 0.1 $428k -6% 12k 36.54
Honeywell International (HON) 0.1 $409k 1.9k 214.30
Wells Fargo & Company (WFC) 0.1 $408k +24% 9.9k 41.29
ConocoPhillips (COP) 0.1 $407k -17% 3.4k 118.00
MercadoLibre (MELI) 0.1 $397k +6% 469.00 846.24
Te Connectivity SHS (TEL) 0.1 $397k 3.5k 114.80
Fastenal Company (FAST) 0.1 $392k -8% 8.3k 47.32
Nike CL B (NKE) 0.1 $390k 3.3k 117.02
Abbott Laboratories (ABT) 0.1 $387k 3.5k 109.79
Vanguard Index Fds Total Stk Mkt (VTI) 0.1 $381k 2.0k 191.19
Beigene Sponsored Adr (BGNE) 0.1 $370k +5% 1.7k 219.94
Thor Industries (THO) 0.1 $365k -6% 4.8k 75.49
Proshares Tr S&p 500 Dv Arist (NOBL) 0.1 $353k -5% 3.9k 89.99
Bright Horizons Fam Sol In D (BFAM) 0.1 $350k +26% 5.5k 63.10
Caterpillar (CAT) 0.1 $349k +2% 1.5k 239.56
Motorola Solutions Com New (MSI) 0.1 $347k 1.3k 257.71
Walt Disney Company (DIS) 0.1 $341k -3% 3.9k 86.88
Scotts Miracle-gro Cl A (SMG) 0.1 $324k -7% 6.7k 48.59
Impinj (PI) 0.1 $322k 2.9k 109.18
Anthem (ELV) 0.1 $322k 627.00 512.97
Cincinnati Financial Corporation (CINF) 0.1 $320k -7% 3.1k 102.39
Credit Acceptance (CACC) 0.1 $319k 673.00 474.40
America Movil Sab De Cv Spon Adr L Shs (AMX) 0.1 $319k 18k 18.20
Costco Wholesale Corporation (COST) 0.1 $319k -2% 699.00 456.21
Becton, Dickinson and (BDX) 0.1 $319k +23% 1.3k 254.30
American Tower Reit (AMT) 0.1 $319k NEW 1.5k 211.86
Tompkins Financial Corporation (TMP) 0.1 $316k 4.1k 77.58
Ares Capital Corporation (ARCC) 0.1 $306k 17k 18.47
Wp Carey (WPC) 0.1 $305k NEW 3.9k 78.15
Applied Materials (AMAT) 0.1 $298k 3.1k 97.38
Vanguard Bd Index Fds Intermed Term (BIV) 0.1 $294k -11% 3.9k 74.32
Otis Worldwide Corp (OTIS) 0.1 $285k -4% 3.6k 78.31
Trupanion (TRUP) 0.1 $285k 6.0k 47.53
Wal-Mart Stores (WMT) 0.1 $282k -6% 2.0k 141.79
Ishares Tr Ibonds 24 Trm Ts (IBTE) 0.1 $281k 12k 23.85
Ishares Tr Ibonds 25 Trm Ts (IBTF) 0.1 $275k 12k 23.28
Bank of New York Mellon Corporation (BK) 0.1 $272k 6.0k 45.52
Tc Energy Corp (TRP) 0.1 $271k 6.8k 39.86
Illinois Tool Works (ITW) 0.1 $270k 1.2k 220.30
Lockheed Martin Corporation (LMT) 0.1 $268k 550.00 486.49
Eastman Chemical Company (EMN) 0.1 $255k 3.1k 81.44
Qualcomm (QCOM) 0.1 $249k +3% 2.3k 109.94
Stryker Corporation (SYK) 0.1 $246k -3% 1.0k 244.43
Emerson Electric (EMR) 0.0 $244k NEW 2.5k 96.06
Intel Corporation (INTC) 0.0 $240k -6% 9.1k 26.43
Relx Sponsored Adr (RELX) 0.0 $240k +2% 8.7k 27.72
Carrier Global Corporation (CARR) 0.0 $239k 5.8k 41.25
Intuitive Surgical Com New (ISRG) 0.0 $236k NEW 888.00 265.35
Charter Communications Inc N Cl A (CHTR) 0.0 $234k NEW 690.00 339.10
Vanguard Specialized Funds Div App Etf (VIG) 0.0 $231k -18% 1.5k 151.85
Ishares Tr Ibonds 26 Trm Ts (IBTG) 0.0 $227k 10k 22.71
Edison International (EIX) 0.0 $226k 3.6k 63.62
Ishares Tr Core S&p Mcp Etf (IJH) 0.0 $225k -5% 931.00 241.89
Denbury (DEN) 0.0 $223k NEW 2.6k 87.02
Adobe Systems Incorporated (ADBE) 0.0 $222k -27% 660.00 336.53
Cigna Corp (CI) 0.0 $220k -21% 665.00 331.34
Us Bancorp Del Com New (USB) 0.0 $219k -6% 5.0k 43.61
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH) 0.0 $209k NEW 2.8k 75.18
Marsh & McLennan Companies (MMC) 0.0 $207k NEW 1.3k 165.48
Cenovus Energy (CVE) 0.0 $207k NEW 11k 19.41
Goldman Sachs (GS) 0.0 $206k NEW 600.00 343.38
Xometry Class A Com (XMTR) 0.0 $203k -33% 6.3k 32.23
Schlumberger Com Stk (SLB) 0.0 $201k NEW 3.8k 53.46
Taseko Cad (TGB) 0.0 $194k 132k 1.47
Haleon Spon Ads (HLN) 0.0 $192k +38% 24k 8.00
Nokia Corp Sponsored Adr (NOK) 0.0 $181k 39k 4.64
Everi Hldgs (EVRI) 0.0 $176k +5% 12k 14.35
Ing Groep Sponsored Adr (ING) 0.0 $173k +2% 14k 12.17
Vale S A Sponsored Ads (VALE) 0.0 $170k NEW 10k 16.97
Vertiv Holdings Com Cl A (VRT) 0.0 $150k 11k 13.66
Controladora Vuela Comp De A Spon Adr Rp 10 (VLRS) 0.0 $99k -14% 12k 8.36
Stem (STEM) 0.0 $96k NEW 11k 8.94
Prospect Capital Corporation (PSEC) 0.0 $85k 12k 6.99
Indie Semiconductor Class A Com (INDI) 0.0 $81k +3% 14k 5.83

Past Filings by LVW Advisors

SEC 13F filings are viewable for LVW Advisors going back to 2014

View all past filings