Lvw Advisors, LLC Incresed Positions in Q3 2025

Lvw Advisors, LLC

  • $916 Million
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
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
SUB
Ishares Short Term National Mu

ETFs
18K
+ 9.09%
$106.17 - $107.3 $1.91M - $1.93M
216K $23.1M
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
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
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
553
+ 8.46%
$224.68 - $282.71 $124K - $156K
7.09K $1.98M
ORCL
Oracle Corp

Technology
740
+ 24.87%
$218.96 - $328.33 $162K - $243K
3.72K $1.04M
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
HD
Home Depot, Inc.

Consumer Cyclical
58
+ 0.7%
$357.4 - $423.42 $20.7K - $24.6K
8.31K $3.37M
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
GE
General Electric CO

Industrials
563
+ 24.33%
$244.75 - $305.63 $138K - $172K
2.88K $865K
VYM
Vanguard Whitehall Fds (Vangua

ETFs
1.41K
+ 15.32%
$132.9 - $142.03 $187K - $200K
10.6K $1.5M
GLD
Spdr Gold Trust

ETFs
540
+ 41.67%
$300.96 - $355.47 $163K - $192K
1.84K $652K
QUAL
Ishares Msci Usa Quality Facto

ETFs
1.12K
+ 64.86%
$182.33 - $194.5 $205K - $218K
2.85K $554K
PEP
Pepsico Inc

Consumer Defensive
613
+ 3.46%
$133.81 - $152.16 $82K - $93.3K
18.3K $2.57M
NEAR
Blackrock Short Maturity Bond

ETFs
4.09K
+ 7.44%
$50.8 - $51.32 $208K - $210K
59K $3.03M
NET
Cloudflare, Inc.

Technology
832
+ 42.13%
$181.39 - $228.28 $151K - $190K
2.81K $602K
RBLX
Roblox Corp

Communication Services
851
+ 29.74%
$100.65 - $141.56 $85.7K - $120K
3.71K $514K
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
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
SCHZ
Schwab Us Aggregate Bond ETF

ETFs
7.02K
+ 8.6%
$22.9 - $23.58 $161K - $166K
88.6K $2.08M
CAT
Caterpillar Inc

Industrials
106
+ 6.89%
$390.92 - $477.15 $41.4K - $50.6K
1.64K $784K
MCK
Mckesson Corp

Healthcare
207
+ 30.62%
$659.01 - $772.54 $136K - $160K
883 $682K
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
XEL
Xcel Energy Inc

Utilities
697
+ 8.0%
$67.56 - $80.65 $47.1K - $56.2K
9.41K $758K
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
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