Lvw Advisors, LLC Purchases in Q3 2024

Lvw Advisors, LLC

  • $771 Million
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
BIV
Vanguard Bd Index Fd Inc Inter

ETFs
269K
+ 9535.17%
$74.26 - $78.84 $20M - $21.2M
272K $21.3M
BSV
Vanguard Bd Index Fd Inc Short

ETFs
133K
New
$76.38 - $78.87 $10.1M - $10.5M
133K $10.4M
SCHD
Schwab Strategic Tr Us Dividen

ETFs
8.76K
+ 0.74%
$77.02 - $85.06 $675K - $745K
1.19M $100M
HEFA
Ishares Currency Hedged Msci E

ETFs
209K
+ 14.15%
$32.34 - $35.85 $6.76M - $7.5M
1.69M $59.8M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
51.2K
+ 1746.59%
$105.53 - $118.34 $5.41M - $6.06M
54.2K $6.34M
VEA
Vanguard Ftse Developed Market

ETFs
81.6K
New
$47.6 - $53.31 $3.88M - $4.35M
81.6K $4.31M
STIP
Ishares Barclays 0 5 Year Tips

ETFs
27.5K
+ 8.41%
$98.99 - $101.51 $2.72M - $2.79M
354K $35.9M
CGGO
Capital Group Global Growth Eq

ETFs
88.3K
+ 19.5%
$27.25 - $30.52 $2.41M - $2.7M
541K $16.3M
IUSB
Ishares Core Total Usd Bond Ma

ETFs
51.3K
+ 31.67%
$44.83 - $47.42 $2.3M - $2.43M
213K $10M
SCHO
Schwab Short Term Us Treasury

ETFs
24.8K
+ 4.93%
$47.93 - $49.06 $1.19M - $1.22M
528K $25.9M
CMCSA
Comcast Corp

Communication Services
26K
+ 176.43%
$37.33 - $41.78 $971K - $1.09M
40.8K $1.7M
OLED
Universal Display Corp Pa

Technology
3.74K
New
$157.72 - $236.42 $590K - $884K
3.74K $785K
TSLA
Tesla, Inc.

Consumer Cyclical
1.88K
+ 42.29%
$191.76 - $263.26 $360K - $494K
6.32K $1.65M
HD
Home Depot, Inc.

Consumer Cyclical
580
+ 6.78%
$333.64 - $405.2 $194K - $235K
9.14K $3.7M
SCHG
Schwab Strategic Tr Us Large C

ETFs
1.46K
+ 0.88%
$92.63 - $105.69 $135K - $154K
167K $17.4M
MDT
Medtronic PLC

Healthcare
6.23K
+ 51.42%
$76.84 - $91.03 $479K - $567K
18.3K $1.65M
MA
Mastercard Inc

Financial Services
648
+ 11.07%
$429.6 - $500.99 $278K - $325K
6.5K $3.21M
PHM
Pultegroup Inc

Consumer Cyclical
2.3K
+ 29.05%
$103.95 - $144.98 $239K - $333K
10.2K $1.46M
MBB
Ishares Tr

ETFs
2.91K
+ 4.03%
$90.85 - $96.66 $264K - $281K
75K $7.19M
JNJ
Johnson & Johnson

Healthcare
1.71K
+ 9.8%
$145.48 - $167.38 $248K - $285K
19.1K $3.1M
CSCO
Cisco Systems, Inc.

Technology
5.76K
+ 13.36%
$44.74 - $53.22 $258K - $306K
48.8K $2.6M
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
8.45K
+ 9.09%
$49.93 - $51.15 $422K - $432K
101K $5.19M
USB
Us Bancorp \De\

Financial Services
4.32K
+ 8.01%
$39.04 - $47.23 $169K - $204K
58.3K $2.66M
SPGM
Spdr Index Shs Fds S Spdr Port

ETFs
3K
+ 3.96%
$57.85 - $64.92 $173K - $195K
78.8K $5.1M
KO
Coca Cola CO

Consumer Defensive
3.68K
+ 13.6%
$62.69 - $73.01 $231K - $269K
30.8K $2.21M
VICI
Vici Properties Inc.

Real Estate
12.9K
+ 108.36%
$27.64 - $34.08 $357K - $441K
24.9K $828K
UNH
Unitedhealth Group Inc

Healthcare
498
+ 20.23%
$488.01 - $604.18 $243K - $301K
2.96K $1.73M
NET
Cloudflare, Inc.

Technology
5.83K
New
$74.4 - $86.96 $434K - $507K
5.83K $471K
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
639
+ 17.44%
$475.2 - $527.7 $304K - $337K
4.3K $2.27M
SUB
Ishares Short Term National Mu

ETFs
3.08K
+ 5.02%
$104.3 - $106.3 $321K - $327K
64.4K $6.84M
ODFL
Old Dominion Freight Line, Inc.

Industrials
2.01K
+ 155.26%
$178.41 - $210.18 $358K - $422K
3.3K $655K
GILD
Gilead Sciences, Inc.

Healthcare
1.94K
+ 11.49%
$66.59 - $83.99 $129K - $163K
18.8K $1.58M
MAS
Masco Corp

Industrials
2.5K
+ 20.75%
$64.7 - $83.94 $161K - $210K
14.5K $1.22M
SPGI
S&P Global Inc.

Financial Services
433
+ 15.97%
$446.32 - $527.38 $193K - $228K
3.14K $1.62M
LII
Lennox International Inc

Industrials
361
+ 13.5%
$523.72 - $620.83 $189K - $224K
3.04K $1.83M
CB
Chubb LTD

Financial Services
40
+ 0.34%
$252.51 - $292.2 $10.1K - $11.7K
11.8K $3.39M
SPY
Spdr S&P 500 ETF Trust

ETFs
539
+ 18.0%
$517.38 - $573.86 $279K - $309K
3.53K $2.03M
HCA
Hca Healthcare, Inc.

Healthcare
69
+ 1.6%
$315.12 - $406.43 $21.7K - $28K
4.38K $1.78M
CTAS
Cintas Corp

Industrials
8.23K
+ 309.32%
$201.38 - $819.83 $1.66M - $6.75M
10.9K $2.24M
PH
Parker Hannifin Corp

Industrials
242
+ 14.15%
$501.01 - $635.92 $121K - $154K
1.95K $1.23M
AMT
American Tower Corp

Real Estate
1.55K
New
$192.27 - $242.73 $298K - $377K
1.55K $360K
DUK
Duke Energy Corp

Utilities
873
+ 5.11%
$99.35 - $117.71 $86.7K - $103K
18K $2.07M
SO
Southern CO

Utilities
1.89K
+ 12.65%
$77.0 - $90.52 $145K - $171K
16.8K $1.52M
RMD
Resmed Inc

Healthcare
1.15K
+ 84.5%
$186.94 - $252.92 $215K - $291K
2.51K $612K
VZ
Verizon Communications Inc

Communication Services
4.24K
+ 9.75%
$38.89 - $45.0 $165K - $191K
47.8K $2.15M
MSCI
Msci Inc.

Financial Services
412
+ 41.62%
$479.31 - $584.91 $197K - $241K
1.4K $817K
FICO
Fair Isaac Corp

Technology
62
+ 12.92%
$1496.51 - $1947.38 $92.8K - $121K
542 $1.05M
CHH
Choice Hotels International Inc

Consumer Cyclical
2.09K
+ 52.78%
$117.06 - $133.72 $244K - $279K
6.04K $786K
AEP
American Electric Power CO Inc

Utilities
1.14K
+ 8.55%
$87.11 - $104.95 $99K - $119K
14.4K $1.48M
Activity Summary
Buys All Purchases 193 New Holdings 26 Increased Positions 167 Sells All Sells 100 Reductions 100 Sold out 0 Options Calls 0 Puts 0
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