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Toast shares owned by LVW Advisors

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

Historical chart of LVW Advisors investment in Toast

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Toast by LVW Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $361k 9.9k 36.51
2025-06-30 $465k 11k 44.29
2025-03-31 $269k 8.1k 33.17
2024-12-31 $295k 8.1k 36.45

More positions owned by LVW Advisors

Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Schwab Strategic Tr Us Dividend Eq (SCHD)
Vanguard Scottsdale Fds Vng Rus1000grw (VONG)
Schwab Strategic Tr Sht Tm Us Tres (SCHO)
Ishares Tr 0-5 Yr Tips Etf (STIP)
Capital Group Gbl Growth Eqt Shs Creation Uni (CGGO)
Apple (AAPL)
Vanguard Bd Index Fds Intermed Term (BIV)
Vanguard Index Fds Growth Etf (VUG)
NVIDIA Corporation (NVDA)
Ab Active Etfs Tax Aware Interm (TAFM)
Capital Group International SHS (CGIE)
Spdr Series Trust Portfolio S&p500 (SPLG)
Ishares Tr Shrt Nat Mun Etf (SUB)
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)

View all positions for LVW Advisors

Top funds holding Toast

Capital Research and Management Company - Division 3
Vanguard Group
FMR
BlackRock
Jennison Associates
T. Rowe Price Investment Management
Jpmorgan Chase & Co
Morgan Stanley
State Street Corporation
Geode Capital Management
Alliancebernstein
Goldman Sachs Group
Sumitomo Mitsui Trust Holdings
Qube Research & Technologies
Susquehanna International

View all funds holding Toast