Lvw Advisors, LLC Purchases in Q4 2024

Lvw Advisors, LLC

  • $804 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
BND
Vanguard Bd Index Fd Inc Total

ETFs
271K
New
$71.75 - $75.11 $19.4M - $20.3M
271K $19.5M
VONG
Vanguard Russell 1000 Growth E

ETFs
1.27K
+ 0.27%
$95.27 - $107.82 $121K - $137K
468K $48.3M
BSV
Vanguard Bd Index Fd Inc Short

ETFs
40.8K
+ 30.71%
$77.02 - $78.58 $3.14M - $3.2M
173K $13.4M
VUG
Vanguard Growth ETF

ETFs
1.42K
+ 1.71%
$378.79 - $428.11 $538K - $608K
84.6K $34.7M
STIP
Ishares Barclays 0 5 Year Tips

ETFs
26.4K
+ 7.45%
$100.24 - $101.35 $2.65M - $2.68M
381K $38.3M
CGGO
Capital Group Global Growth Eq

ETFs
98.8K
+ 18.26%
$29.21 - $30.67 $2.89M - $3.03M
640K $18.7M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
19.6K
+ 36.16%
$113.92 - $127.38 $2.23M - $2.5M
73.8K $8.5M
EFG
Msci Eafe Growth ETF

ETFs
21.4K
+ 138.76%
$96.83 - $106.88 $2.07M - $2.28M
36.8K $3.56M
TIP
Ishares Tr Tips Bd ETF

ETFs
13.5K
New
$106.33 - $110.69 $1.43M - $1.49M
13.5K $1.44M
NVDA
Nvidia Corp

Technology
2.43K
+ 3.44%
$117.0 - $148.88 $284K - $361K
72.9K $9.79M
BIL
Spdr Bloomberg 1 3 Month T Bil

ETFs
12.3K
New
$91.29 - $91.8 $1.12M - $1.13M
12.3K $1.12M
TSLA
Tesla, Inc.

Consumer Cyclical
256
+ 4.05%
$213.65 - $479.86 $54.7K - $123K
6.58K $2.66M
V
Visa Inc.

Financial Services
533
+ 2.76%
$273.87 - $320.91 $146K - $171K
19.8K $6.27M
URTH
Ishares Msci World ETF

ETFs
4.45K
New
$153.73 - $162.67 $683K - $723K
4.45K $691K
OLLI
Ollie'S Bargain Outlet Holdings, Inc.

Consumer Defensive
5.72K
New
$87.56 - $119.8 $500K - $685K
5.72K $627K
IWP
Ishares Russell Mid Cap Growth

ETFs
4.8K
New
$116.4 - $138.52 $559K - $665K
4.8K $608K
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
1K
+ 23.24%
$521.84 - $558.82 $522K - $559K
5.3K $2.86M
XEL
Xcel Energy Inc

Utilities
7.82K
+ 167.14%
$62.16 - $72.92 $486K - $570K
12.5K $844K
VYM
Vanguard Whitehall Fds (Vangua

ETFs
3.51K
+ 33.46%
$126.68 - $134.74 $444K - $473K
14K $1.78M
MA
Mastercard Inc

Financial Services
421
+ 6.47%
$491.3 - $536.15 $207K - $226K
6.93K $3.65M
LPLA
Lpl Financial Holdings Inc.

Financial Services
83
+ 2.03%
$229.85 - $335.91 $19.1K - $27.9K
4.17K $1.36M
ABT
Abbott Laboratories

Healthcare
3.55K
+ 45.03%
$111.93 - $119.39 $398K - $424K
11.4K $1.29M
GWW
W.W. Grainger, Inc.

Industrials
348
+ 136.47%
$1023.06 - $1220.93 $356K - $425K
603 $635K
PM
Philip Morris International Inc.

Consumer Defensive
3.11K
+ 55.78%
$118.38 - $133.06 $368K - $414K
8.69K $1.05M
IWB
Ishares Tr Russell 1000 ETF

ETFs
1.13K
New
$311.11 - $335.64 $351K - $378K
1.13K $363K
IWD
Ishares Russell 1000 Val ETF

ETFs
1.83K
New
$183.23 - $199.79 $336K - $366K
1.83K $339K
QUAL
Ishares Msci Usa Quality Facto

ETFs
1.87K
New
$176.42 - $186.91 $330K - $350K
1.87K $333K
SUB
Ishares Short Term National Mu

ETFs
3.56K
+ 5.52%
$104.94 - $106.2 $373K - $378K
67.9K $7.17M
NEE
Nextera Energy Inc

Utilities
4.79K
+ 197.85%
$69.77 - $85.43 $334K - $409K
7.21K $517K
NFLX
Netflix Inc

Communication Services
15
+ 0.93%
$687.65 - $936.56 $10.3K - $14K
1.63K $1.45M
RGTI
Rigetti Computing, Inc.

Technology
20K
New
$0.74 - $17.08 $14.8K - $342K
20K $307K
TOST
Toast, Inc.

Technology
8.1K
New
$27.43 - $43.54 $222K - $353K
8.1K $295K
SPOT
Spotify Technology S.A.

Communication Services
652
New
$362.95 - $502.38 $237K - $328K
652 $291K
IEFA
Ishares Tr

ETFs
3.84K
New
$70.06 - $77.43 $269K - $297K
3.84K $269K
CVX
Chevron Corp

Energy
1.96K
+ 21.84%
$141.15 - $162.53 $277K - $319K
10.9K $1.59M
NEAR
Blackrock Short Maturity Bond

ETFs
5.8K
+ 12.96%
$50.28 - $51.08 $292K - $296K
50.6K $2.55M
COF
Capital One Financial Corp

Financial Services
1.39K
New
$145.19 - $192.01 $201K - $266K
1.39K $247K
NET
Cloudflare, Inc.

Technology
839
+ 14.39%
$78.11 - $117.56 $65.5K - $98.6K
6.67K $718K
ESS
Essex Property Trust, Inc.

Real Estate
883
New
N/A
883 $240K
DASH
Door Dash, Inc.

Communication Services
1.41K
New
$141.93 - $180.48 $200K - $254K
1.41K $236K
SAP
Sap Se

Technology
494
+ 7.92%
$218.13 - $255.54 $108K - $126K
6.73K $1.66M
GE
General Electric CO

Industrials
1.28K
New
$159.95 - $194.23 $205K - $249K
1.28K $213K
CRM
Salesforce, Inc.

Technology
198
+ 10.73%
$270.87 - $367.87 $53.6K - $72.8K
2.04K $683K
ARQT
Arcutis Biotherapeutics, Inc.

Healthcare
11.9K
New
$8.31 - $14.99 $99.2K - $179K
11.9K $166K
GILD
Gilead Sciences, Inc.

Healthcare
4
+ 0.02%
$83.95 - $97.9 $336 - $392
18.8K $1.74M
MRK
Merck & Co., Inc.

Healthcare
2.65K
+ 33.93%
$96.31 - $114.76 $256K - $304K
10.5K $1.04M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
2.44K
+ 43.71%
$61.68 - $67.87 $150K - $165K
8.01K $499K
DIS
Walt Disney CO

Communication Services
700
+ 14.68%
$92.39 - $117.6 $64.7K - $82.3K
5.47K $609K
IYW
Ishares Dj Us Tech ETF

ETFs
260
+ 1.92%
$148.14 - $166.23 $38.5K - $43.2K
13.8K $2.2M
Activity Summary
Buys All Purchases 136 New Holdings 25 Increased Positions 111 Sells All Sells 164 Reductions 164 Sold out 0 Options Calls 0 Puts 3
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