Lvw Advisors, LLC Purchases in Q3 2025

Lvw Advisors, LLC

  • $916 Million
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
QUAL
Ishares Msci Usa Quality Facto

ETFs
1.12K
+ 64.86%
$182.33 - $194.5 $205K - $218K
2.85K $554K
C
Citigroup Inc

Financial Services
2.32K
New
$85.57 - $103.49 $198K - $240K
2.32K $235K
PEP
Pepsico Inc

Consumer Defensive
613
+ 3.46%
$133.81 - $152.16 $82K - $93.3K
18.3K $2.57M
CCJ
Cameco Corp

Energy
2.8K
New
$70.47 - $86.89 $197K - $243K
2.8K $234K
GDX
Vaneck ETF Tr Gold Miners ETF

ETFs
3.01K
New
$50.79 - $76.4 $153K - $230K
3.01K $229K
EIX
Edison International

Utilities
4.04K
New
$50.42 - $56.35 $204K - $228K
4.04K $223K
NEAR
Blackrock Short Maturity Bond

ETFs
4.09K
+ 7.44%
$50.8 - $51.32 $208K - $210K
59K $3.03M
CYTK
Cytokinetics Inc

Healthcare
3.98K
New
$33.23 - $54.96 $132K - $219K
3.98K $218K
URA
Global X Uranium ETF

ETFs
4.53K
New
$36.45 - $50.4 $165K - $229K
4.53K $216K
NET
Cloudflare, Inc.

Technology
832
+ 42.13%
$181.39 - $228.28 $151K - $190K
2.81K $602K
NI
Nisource Inc.

Utilities
4.81K
New
$39.0 - $43.33 $188K - $209K
4.81K $208K
SHW
Sherwin Williams CO

Basic Materials
601
New
$330.88 - $375.23 $199K - $226K
601 $208K
FOSL
Fossil Group, Inc.

Consumer Cyclical
48K
+ 80.0%
$1.58 - $3.42 $75.8K - $164K
108K $294K
SLV
I Shares Silver Trust

ETFs
3.11K
+ 41.22%
$32.73 - $42.5 $102K - $132K
10.6K $450K
CBOE
Cboe Global Markets, Inc.

Financial Services
825
New
$231.35 - $253.24 $191K - $209K
825 $202K
VTV
Vanguard Value ETF

ETFs
1.09K
New
$175.51 - $186.57 $191K - $203K
1.09K $202K
APH
Amphenol Corp

Technology
916
+ 25.9%
$97.39 - $125.4 $89.2K - $115K
4.45K $550K
WEC
Wec Energy Group, Inc.

Utilities
179
+ 1.04%
$103.66 - $114.59 $18.6K - $20.5K
17.4K $2M
IYLD
Ishares Tr Ishares Morningstar

ETFs
9.43K
New
$20.48 - $21.33 $193K - $201K
9.43K $200K
SCHZ
Schwab Us Aggregate Bond ETF

ETFs
7.02K
+ 8.6%
$22.9 - $23.58 $161K - $166K
88.6K $2.08M
MCK
Mckesson Corp

Healthcare
207
+ 30.62%
$659.01 - $772.54 $136K - $160K
883 $682K
CAT
Caterpillar Inc

Industrials
106
+ 6.89%
$390.92 - $477.15 $41.4K - $50.6K
1.64K $784K
FIX
Comfort Systems Usa Inc

Industrials
1
+ 0.16%
$521.66 - $825.18 $522 - $825
638 $526K
META
Meta Platforms, Inc.

Communication Services
294
+ 3.05%
$695.21 - $791.73 $204K - $233K
9.95K $7.31M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
2.36K
+ 30.13%
$62.09 - $66.51 $146K - $157K
10.2K $664K
BAC
Bank Of America Corp

Financial Services
1.31K
+ 5.34%
$44.92 - $52.42 $58.7K - $68.5K
25.8K $1.33M
TDUP
Thred Up Inc.

Consumer Cyclical
17.6K
New
$6.72 - $12.08 $118K - $212K
17.6K $167K
AMD
Advanced Micro Devices Inc

Technology
787
+ 41.6%
$134.8 - $184.42 $106K - $145K
2.68K $433K
XEL
Xcel Energy Inc

Utilities
697
+ 8.0%
$67.56 - $80.65 $47.1K - $56.2K
9.41K $758K
UNH
Unitedhealth Group Inc

Healthcare
332
+ 22.9%
$237.77 - $353.61 $78.9K - $117K
1.78K $615K
KLAC
Kla Corp

Technology
62
+ 13.08%
$843.9 - $1078.6 $52.3K - $66.9K
536 $578K
WFC
Wells Fargo & Company

Financial Services
1.51K
+ 20.95%
$77.05 - $85.16 $116K - $129K
8.73K $731K
BX
Blackstone Inc.

Financial Services
394
+ 10.41%
$152.77 - $188.68 $60.2K - $74.3K
4.18K $713K
ARQT
Arcutis Biotherapeutics, Inc.

Healthcare
3.09K
+ 17.61%
$13.39 - $18.85 $41.4K - $58.3K
20.7K $389K
MRK
Merck & Co., Inc.

Healthcare
615
+ 3.25%
$77.6 - $87.37 $47.7K - $53.7K
19.5K $1.64M
RCL
Royal Caribbean Cruises LTD

Consumer Cyclical
392
+ 41.26%
$301.44 - $365.84 $118K - $143K
1.34K $434K
DASH
Door Dash, Inc.

Communication Services
328
+ 20.99%
$234.5 - $272.5 $76.9K - $89.4K
1.89K $514K
VMC
Vulcan Materials CO

Basic Materials
207
+ 16.29%
$260.62 - $307.62 $53.9K - $63.7K
1.48K $454K
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
1.53K
+ 19.78%
$49.43 - $54.52 $75.4K - $83.1K
9.24K $500K
PNC
Pnc Financial Services Group, Inc.

Financial Services
151
+ 2.48%
$185.88 - $207.44 $28.1K - $31.3K
6.24K $1.25M
AXP
American Express CO

Financial Services
215
+ 6.59%
$294.27 - $342.31 $63.3K - $73.6K
3.48K $1.16M
RF
Regions Financial Corp

Financial Services
2.93K
+ 25.68%
$24.03 - $27.41 $70.3K - $80.2K
14.3K $377K
BMY
Bristol Myers Squibb CO

Healthcare
2.5K
+ 55.0%
$43.31 - $48.98 $108K - $123K
7.06K $318K
VTI
Vanguard Total Stock Market Et

ETFs
57
+ 1.63%
$303.93 - $329.86 $17.3K - $18.8K
3.55K $1.16M
ETR
Entergy Corp

Utilities
5
+ 0.05%
$80.93 - $93.55 $405 - $468
9.64K $898K
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
1.47K
+ 7.04%
$48.5 - $50.19 $71.5K - $74K
22.4K $1.12M
UBER
Uber Technologies, Inc

Technology
418
+ 3.73%
$86.91 - $99.57 $36.3K - $41.6K
11.6K $1.14M
STT
State Street Corp

Financial Services
351
+ 6.8%
$102.01 - $117.25 $35.8K - $41.2K
5.51K $639K
TJX
Tjx Companies Inc

Consumer Cyclical
17
+ 0.41%
$121.35 - $144.54 $2.06K - $2.46K
4.17K $603K
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