Lvw Advisors, LLC Portfolio Holdings
Lvw Advisors, LLC
- $583 Million
- Q1 2024
Lvw Advisors, LLC has filed its 13F form on April 17, 2024 for Q1 2024 where it was disclosed a total value porftolio of $583 Million distributed in 286 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Schwab Strategic Tr Us Dividen with a value of $92.4M, Vanguard Russell 1000 Growth E with a value of $40.1M, Ishares Barclays 0 5 Year Tips with a value of $31.1M, Vanguard Growth ETF with a value of $28M, and Apple Inc. with a value of $22.4M.
Examining the 13F form we can see an increase of $51.4M in the current position value, from $532M to 583M.
Below you can find more details about Lvw Advisors, LLC portfolio as well as his latest detailed transactions.
Portfolio value
$583 Million
ETFs: $327 Million
Technology: $66.7 Million
Financial Services: $42.5 Million
Healthcare: $34.2 Million
Industrials: $32.2 Million
Consumer Cyclical: $21.8 Million
Communication Services: $18.8 Million
Consumer Defensive: $17.5 Million
Other: $22.3 Million
Stock Holdings Table
Summary
- Portfolio
- No. of Stocks 286
- Current Value $583 Million
- Prior Value $532 Million
- Filing
- Period Q1 2024
- Filing Date April 17, 2024
- Form Type 13F-HR
- Activity in Q1 2024
- New Purchases 42 stocks
- Additional Purchases 122 stocks
- Sold out of 0 stocks
- Reduced holdings in 112 stocks