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Popular shares owned by LVW Advisors

Quarter-by-quarter ownership of Popular (BPOP) shares owned by LVW Advisors from 13F filings

Historical chart of LVW Advisors investment in Popular

Tip: Access up to 7 years of quarterly data

All positions including Popular held by LVW Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Popular by LVW Advisors

Quarter filed Position value Share count Share price at filing
2026-09-30 $481k 3.1k 155.45
2026-06-30 $456k 2.8k 164.18
2026-03-31 $219k 1.6k 134.17

More positions owned by LVW Advisors

Spdr Series Trust St Str P500etf (SPYM)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Schwab Strategic Tr Sht Tm Us Tres (SCHO)
Vanguard Bd Index Fds Intermed Term (BIV)
Apple (AAPL)
Ishares Tr 0-5 Yr Tips Etf (STIP)
Capital Group Gbl Growth Eqt Shs Creat Unit (CGGO)
Schwab Strategic Tr Us Dividend Eq (SCHD)
NVIDIA Corporation (NVDA)
Vanguard Scottsdale Fds Vng Rus1000grw (VONG)
Capital Group International SHS (CGIE)
Ishares Tr Shrt Nat Mun Etf (SUB)
Vanguard Index Fds Mrngstr Grwt Etf (VUG)
Microsoft Corporation (MSFT)
Ab Active Etfs Tax Aw Inter Etf (TAFM)

View all positions for LVW Advisors

Top funds holding Popular

Vanguard Portfolio Management
BlackRock
Dimensional Fund Advisors
Vanguard Capital Management
AQR Capital Management
State Street Corporation
Citadel Advisors
Geode Capital Management
Massachusetts Financial Services
LSV Asset Management
FMR
Ameriprise Financial
Thomas Stevens, CFA"
Wellington Management Company
Norges Bank Investment Management

View all funds holding Popular