Lvw Advisors, LLC Purchases in Q3 2024

Lvw Advisors, LLC

  • $771 Million
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
XEL
Xcel Energy Inc

Utilities
4.68K
New
$52.11 - $65.3 $244K - $306K
4.68K $305K
BR
Broadridge Financial Solutions, Inc.

Technology
1.15K
+ 44.6%
$196.56 - $218.55 $225K - $251K
3.72K $799K
V
Visa Inc.

Financial Services
178
+ 0.93%
$253.74 - $291.56 $45.2K - $51.9K
19.3K $5.31M
AMZN
Amazon Com Inc

Consumer Cyclical
3.02K
+ 7.59%
$161.02 - $200.0 $486K - $603K
42.8K $7.97M
ABT
Abbott Laboratories

Healthcare
1.89K
+ 31.58%
$100.07 - $118.13 $189K - $224K
7.89K $899K
CMS
Cms Energy Corp

Utilities
3.9K
New
$58.7 - $70.62 $229K - $276K
3.9K $275K
PNC
Pnc Financial Services Group, Inc.

Financial Services
185
+ 2.29%
$156.14 - $187.2 $28.9K - $34.6K
8.28K $1.53M
POOL
Pool Corp

Industrials
271
+ 11.08%
$296.17 - $376.8 $80.3K - $102K
2.72K $1.02M
EFX
Equifax Inc

Industrials
337
+ 10.19%
$236.42 - $307.13 $79.7K - $104K
3.64K $1.07M
COST
Costco Wholesale Corp

Consumer Defensive
224
+ 12.21%
$801.83 - $917.05 $180K - $205K
2.06K $1.82M
VTI
Vanguard Total Stock Market Et

ETFs
609
+ 10.79%
$255.18 - $283.2 $155K - $172K
6.25K $1.77M
MTB
M&T Bank Corp

Financial Services
1.46K
New
$146.49 - $179.85 $213K - $262K
1.46K $259K
MCO
Moodys Corp

Financial Services
308
+ 15.71%
$421.49 - $494.67 $130K - $152K
2.27K $1.08M
BFAM
Bright Horizons Family Solutions Inc.

Consumer Cyclical
601
+ 10.96%
$107.74 - $140.72 $64.8K - $84.6K
6.08K $852K
EMXC
Ishares Inc Msci Emerging Mkts

ETFs
2.64K
+ 5.89%
$56.04 - $62.99 $148K - $167K
47.6K $2.91M
PGR
Progressive Corp

Financial Services
954
New
$209.46 - $259.24 $200K - $247K
954 $242K
NEM
Newmont Corp

Basic Materials
4.43K
New
$41.65 - $55.85 $184K - $247K
4.43K $236K
ZBRA
Zebra Technologies Corp

Technology
258
+ 11.34%
$306.21 - $371.02 $79K - $95.7K
2.53K $938K
TMP
Tompkins Financial Corp

Financial Services
4.08K
New
$46.27 - $63.96 $189K - $261K
4.08K $236K
LOW
Lowes Companies Inc

Consumer Cyclical
229
+ 6.86%
$213.3 - $270.78 $48.8K - $62K
3.57K $965K
SG
Sweetgreen, Inc.

Consumer Cyclical
6.46K
New
$23.87 - $37.65 $154K - $243K
6.46K $229K
TMUS
T Mobile Us, Inc.

Communication Services
1.1K
New
$175.14 - $206.36 $193K - $228K
1.1K $227K
TLH
Ishares Barclays 10 20 Yr Trea

ETFs
399
+ 1.45%
$100.75 - $111.62 $40.2K - $44.5K
27.9K $3.06M
EMN
Eastman Chemical CO

Basic Materials
2.01K
New
$93.82 - $113.74 $189K - $229K
2.01K $225K
SRE
Sempra Energy

Utilities
2.7K
New
$74.97 - $84.04 $202K - $227K
2.7K $225K
SYY
Sysco Corp

Consumer Defensive
2.88K
New
$69.16 - $78.98 $199K - $227K
2.88K $224K
BK
Bank Of New York Mellon Corp

Financial Services
760
+ 5.41%
$59.54 - $72.17 $45.3K - $54.8K
14.8K $1.06M
ZWS
Zurn Water Solutions Corp

Industrials
2.39K
+ 11.58%
$28.61 - $35.94 $68.4K - $85.9K
23K $827K
ACWV
Ishares Msci Global Min Vol Fa

ETFs
1.91K
New
$104.5 - $114.97 $199K - $219K
1.91K $218K
CL
Colgate Palmolive CO

Consumer Defensive
1.89K
+ 65.21%
$95.54 - $108.77 $181K - $206K
4.79K $497K
SCHZ
Schwab Us Aggregate Bond ETF

ETFs
3.35K
+ 11.64%
$45.2 - $47.87 $151K - $160K
32.1K $1.53M
TECK
Teck Resources LTD

Basic Materials
4.11K
New
$43.48 - $53.4 $179K - $220K
4.11K $214K
RF
Regions Financial Corp

Financial Services
9.22K
New
$19.51 - $23.42 $180K - $216K
9.22K $214K
WPC
W. P. Carey Inc.

Real Estate
3.41K
New
$54.63 - $63.96 $186K - $218K
3.41K $212K
ALLE
Allegion PLC

Industrials
511
+ 10.23%
$114.67 - $145.7 $58.6K - $74.5K
5.51K $802K
AZPN
Aspen Technology, Inc.

Technology
317
+ 9.36%
$172.9 - $239.26 $54.8K - $75.8K
3.7K $884K
GOVT
Ishares U.S. Treasury Bond ETF

ETFs
4.27K
+ 3.45%
$22.38 - $23.66 $95.6K - $101K
128K $3.01M
KMB
Kimberly Clark Corp

Consumer Defensive
1.25K
+ 16.2%
$135.05 - $148.35 $168K - $185K
8.93K $1.27M
COCO
Vita Coco Company, Inc.

Consumer Defensive
7.37K
New
$23.67 - $30.42 $174K - $224K
7.37K $208K
UBER
Uber Technologies, Inc

Technology
2.62K
+ 72.48%
$58.48 - $77.47 $153K - $203K
6.22K $467K
NEE
Nextera Energy Inc

Utilities
2.42K
New
$69.9 - $84.97 $169K - $206K
2.42K $204K
AFL
Aflac Inc

Financial Services
1.81K
New
$88.52 - $111.8 $160K - $203K
1.81K $202K
IYLD
Ishares Tr Ishares Morningstar

ETFs
9.79K
New
$19.72 - $20.73 $193K - $203K
9.79K $202K
IGSB
Ishares Trust Ishares 1 5 Year

ETFs
2.07K
+ 3.21%
$51.02 - $52.74 $106K - $109K
66.6K $3.51M
PLTR
Palantir Technologies Inc.

Technology
896
+ 6.39%
$24.09 - $37.95 $21.6K - $34K
14.9K $554K
SMG
Scotts Miracle Gro CO

Basic Materials
711
+ 11.43%
$61.06 - $86.7 $43.4K - $61.6K
6.93K $601K
NEAR
Blackrock Short Maturity Bond

ETFs
3.11K
+ 7.46%
$50.09 - $51.31 $156K - $159K
44.8K $2.29M
PEG
Public Service Enterprise Group Inc

Utilities
705
+ 8.25%
$73.58 - $89.21 $51.9K - $62.9K
9.25K $825K
IBKR
Interactive Brokers Group, Inc.

Financial Services
664
+ 10.84%
$108.65 - $139.41 $72.1K - $92.6K
6.79K $946K
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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