Lvw Advisors, LLC Purchases in Q3 2025

Lvw Advisors, LLC

  • $916 Million
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
295K
New
$72.65 - $78.68 $21.4M - $23.2M
295K $23.1M
NVDA
Nvidia Corp

Technology
56.3K
+ 64.5%
$153.3 - $186.58 $8.63M - $10.5M
144K $26.8M
AAPL
Apple Inc.

Technology
8.84K
+ 6.95%
$202.38 - $256.87 $1.79M - $2.27M
136K $34.6M
VEA
Vanguard Ftse Developed Market

ETFs
25K
+ 2.03%
$56.02 - $60.3 $1.4M - $1.51M
1.26M $75.4M
CGGO
Capital Group Global Growth Eq

ETFs
81.9K
+ 8.65%
$31.71 - $34.17 $2.6M - $2.8M
1.03M $35.1M
SCHO
Schwab Short Term Us Treasury

ETFs
147K
+ 8.03%
$24.23 - $24.42 $3.57M - $3.6M
1.98M $48.4M
BIV
Vanguard Bd Index Fd Inc Inter

ETFs
35.7K
+ 9.09%
$76.16 - $78.59 $2.72M - $2.8M
428K $33.4M
MSFT
Microsoft Corp

Technology
3.95K
+ 11.54%
$491.09 - $535.64 $1.94M - $2.12M
38.2K $19.8M
GOOG
Alphabet Inc.

Communication Services
457
+ 1.15%
$175.16 - $255.24 $80K - $117K
40.2K $9.78M
TSLA
Tesla, Inc.

Consumer Cyclical
2.44K
+ 29.68%
$293.94 - $444.72 $716K - $1.08M
10.6K $4.74M
AVGO
Broadcom Inc.

Technology
362
+ 1.17%
$264.74 - $369.57 $95.8K - $134K
31.3K $10.3M
SPY
Spdr S&P 500 ETF Trust

ETFs
2.14K
+ 63.3%
$617.65 - $666.84 $1.32M - $1.43M
5.51K $3.67M
STIP
Ishares Barclays 0 5 Year Tips

ETFs
10.8K
+ 2.75%
$102.4 - $103.88 $1.1M - $1.12M
402K $41.5M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
1.72K
+ 1.54%
$108.46 - $120.63 $186K - $207K
113K $13.5M
PLTR
Palantir Technologies Inc.

Technology
1.29K
+ 7.03%
$130.68 - $186.97 $169K - $241K
19.6K $3.58M
JPM
Jpmorgan Chase & CO

Financial Services
869
+ 3.32%
$282.78 - $316.06 $246K - $275K
27.1K $8.53M
JNJ
Johnson & Johnson

Healthcare
494
+ 2.08%
$155.17 - $185.42 $76.7K - $91.6K
24.2K $4.49M
APP
App Lovin Corp

Technology
1.01K
New
$335.1 - $718.54 $337K - $724K
1.01K $723K
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
727
+ 12.32%
$567.77 - $614.76 $413K - $447K
6.63K $4.06M
PLD
Prologis, Inc.

Real Estate
5.55K
+ 108.61%
$104.08 - $115.35 $578K - $641K
10.7K $1.22M
AMZN
Amazon Com Inc

Consumer Cyclical
2.86K
+ 6.09%
$211.65 - $238.24 $606K - $682K
49.8K $10.9M
BND
Vanguard Bd Index Fd Inc Total

ETFs
5.69K
+ 3.15%
$72.57 - $74.72 $413K - $425K
186K $13.8M
CVX
Chevron Corp

Energy
2.31K
+ 17.66%
$145.57 - $161.83 $337K - $374K
15.4K $2.39M
MDT
Medtronic PLC

Healthcare
3.02K
+ 10.83%
$87.67 - $95.74 $265K - $289K
30.9K $2.94M
TRMB
Trimble Inc.

Technology
6.19K
New
$76.46 - $85.24 $474K - $528K
6.19K $505K
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
553
+ 8.46%
$224.68 - $282.71 $124K - $156K
7.09K $1.98M
SPYG
Spdr Portfolio

ETFs
4.1K
New
$94.33 - $105.31 $387K - $432K
4.1K $428K
ORCL
Oracle Corp

Technology
740
+ 24.87%
$218.96 - $328.33 $162K - $243K
3.72K $1.04M
DGRO
Ishares Core Dividend Growth E

ETFs
5.63K
New
$64.12 - $68.08 $361K - $383K
5.63K $383K
USB
Us Bancorp \De\

Financial Services
4.4K
+ 9.15%
$43.94 - $50.41 $193K - $222K
52.5K $2.54M
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
6.36K
+ 3.69%
$21.69 - $23.34 $138K - $148K
179K $4.17M
SGOV
Ishares Trishares 0 3 Mnth Tre

ETFs
3.41K
New
$100.37 - $100.74 $342K - $343K
3.41K $343K
HD
Home Depot, Inc.

Consumer Cyclical
58
+ 0.7%
$357.4 - $423.42 $20.7K - $24.6K
8.31K $3.37M
KTOS
Kratos Defense & Security Solutions, Inc.

Industrials
3.56K
New
$43.07 - $91.37 $153K - $325K
3.56K $325K
XMTR
Xometry, Inc.

Industrials
1.34K
+ 11.67%
$30.97 - $55.91 $41.5K - $74.9K
12.8K $698K
NEE
Nextera Energy Inc

Utilities
2.93K
+ 21.89%
$69.77 - $77.54 $204K - $227K
16.3K $1.23M
INTC
Intel Corp

Technology
8.92K
New
$19.31 - $35.5 $172K - $317K
8.92K $299K
PFE
Pfizer Inc

Healthcare
11.6K
New
$23.29 - $25.88 $271K - $301K
11.6K $296K
MU
Micron Technology Inc

Technology
1.7K
New
$104.88 - $168.89 $178K - $286K
1.7K $283K
GE
General Electric CO

Industrials
563
+ 24.33%
$244.75 - $305.63 $138K - $172K
2.88K $865K
ALNY
Alnylam Pharmaceuticals, Inc.

Healthcare
590
New
$311.12 - $482.13 $184K - $284K
590 $269K
VYM
Vanguard Whitehall Fds (Vangua

ETFs
1.41K
+ 15.32%
$132.9 - $142.03 $187K - $200K
10.6K $1.5M
EFA
Ishares Tr Msci Eafe ETF

ETFs
2.83K
New
$87.29 - $93.61 $247K - $265K
2.83K $264K
PFIS
Peoples Financial Services Corp.

Financial Services
5.39K
New
$46.9 - $53.69 $253K - $290K
5.39K $262K
TXN
Texas Instruments Inc

Technology
1.34K
New
N/A
1.34K $260K
CVNA
Carvana Co.

Consumer Cyclical
688
New
$326.09 - $392.66 $224K - $270K
688 $259K
GLD
Spdr Gold Trust

ETFs
540
+ 41.67%
$300.96 - $355.47 $163K - $192K
1.84K $652K
IDXX
Idexx Laboratories Inc

Healthcare
403
New
$514.61 - $682.78 $207K - $275K
403 $257K
KGC
Kinross Gold Corp

Basic Materials
9.65K
New
$15.19 - $24.85 $147K - $240K
9.65K $239K
Activity Summary
Buys All Purchases 177 New Holdings 38 Increased Positions 139 Sells All Sells 153 Reductions 153 Sold out 0 Options Calls 0 Puts 1
Track This Portfolio

Track Lvw Advisors, LLC Portfolio

Follow Lvw Advisors, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Lvw Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Lvw Advisors, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email