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Federated Investors shares owned by LVW Advisors

Quarter-by-quarter ownership of Federated Investors (FHI) shares owned by LVW Advisors from 13F filings

Historical chart of LVW Advisors investment in Federated Investors

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Federated Investors by LVW Advisors

Quarter filed Position value Share count Share price at filing
2026-09-30 $214k 3.8k 56.37

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 Federated Investors

BlackRock
FMR
Vanguard Portfolio Management
Schneider Downs Wealth Management Advisors
Vanguard Capital Management
LSV Asset Management
Hanna Zanoni
Charles Schwab Investment Management
Sixth Street Partners Management Company
Invesco
AQR Capital Management
Dimensional Fund Advisors
State Street Corporation
Geode Capital Management
Allianz Asset Management

View all funds holding Federated Investors