Lvw Advisors, LLC Incresed Positions in Q4 2024

Lvw Advisors, LLC

  • $804 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
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
NVDA
Nvidia Corp

Technology
2.43K
+ 3.44%
$117.0 - $148.88 $284K - $361K
72.9K $9.79M
SCHG
Schwab Strategic Tr Us Large C

ETFs
499K
+ 298.01%
$25.93 - $105.3 $12.9M - $52.5M
666K $18.6M
TSLA
Tesla, Inc.

Consumer Cyclical
256
+ 4.05%
$213.65 - $479.86 $54.7K - $123K
6.58K $2.66M
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
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
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
NET
Cloudflare, Inc.

Technology
839
+ 14.39%
$78.11 - $117.56 $65.5K - $98.6K
6.67K $718K
SAP
Sap Se

Technology
494
+ 7.92%
$218.13 - $255.54 $108K - $126K
6.73K $1.66M
CRM
Salesforce, Inc.

Technology
198
+ 10.73%
$270.87 - $367.87 $53.6K - $72.8K
2.04K $683K
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
KMI
Kinder Morgan, Inc.

Energy
1.54K
+ 7.84%
$22.59 - $28.54 $34.8K - $43.9K
21.2K $580K
AMT
American Tower Corp

Real Estate
1.19K
+ 76.87%
$179.4 - $232.01 $214K - $277K
2.75K $503K
SCHZ
Schwab Us Aggregate Bond ETF

ETFs
41.2K
+ 128.09%
$22.63 - $47.53 $932K - $1.96M
73.3K $1.66M
SPGM
Spdr Index Shs Fds S Spdr Port

ETFs
3.94K
+ 4.99%
$63.23 - $66.65 $249K - $262K
82.7K $5.24M
ODFL
Old Dominion Freight Line, Inc.

Industrials
1.16K
+ 35.15%
$176.4 - $231.84 $205K - $269K
4.46K $787K
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
3.15K
+ 67.44%
$44.04 - $49.49 $139K - $156K
7.83K $344K
QQQ
Invesco Qqq Trust, Series 1

ETFs
191
+ 45.05%
$481.22 - $538.17 $91.9K - $103K
615 $314K
ETR
Entergy Corp

Utilities
3.78K
+ 116.49%
$73.19 - $156.4 $277K - $591K
7.02K $532K
IWF
Ishares Russell 1000 Gr ETF

ETFs
207
+ 35.14%
$370.24 - $418.94 $76.6K - $86.7K
796 $319K
BR
Broadridge Financial Solutions, Inc.

Technology
252
+ 6.78%
$209.64 - $236.44 $52.8K - $59.6K
3.97K $897K
GKOS
Glaukos Corp

Healthcare
413
+ 22.2%
$126.42 - $152.67 $52.2K - $63.1K
2.27K $340K
ECL
Ecolab Inc.

Basic Materials
610
+ 27.66%
$234.32 - $261.43 $143K - $159K
2.82K $659K
RMD
Resmed Inc

Healthcare
587
+ 23.38%
$228.69 - $256.07 $134K - $150K
3.1K $708K
ZTS
Zoetis Inc.

Healthcare
873
+ 59.39%
$162.24 - $194.42 $142K - $170K
2.34K $381K
BKNG
Booking Holdings Inc.

Consumer Cyclical
8
+ 11.27%
$4100.99 - $5300.34 $32.8K - $42.4K
79 $392K
BX
Blackstone Inc.

Financial Services
82
+ 2.58%
$148.45 - $199.05 $12.2K - $16.3K
3.27K $562K
COCO
Vita Coco Company, Inc.

Consumer Defensive
125
+ 1.7%
$27.78 - $37.02 $3.47K - $4.63K
7.5K $276K
IWM
Ishares Russell 2000 ETF

ETFs
289
+ 2.47%
$216.13 - $242.4 $62.5K - $70.1K
12K $2.65M
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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