Lvw Advisors, LLC Incresed Positions in Q1 2025

Lvw Advisors, LLC

  • $788 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
SCHO
Schwab Short Term Us Treasury

ETFs
863K
+ 81.54%
$24.1 - $24.33 $20.8M - $21M
1.92M $46.7M
SUB
Ishares Short Term National Mu

ETFs
117K
+ 172.87%
$105.3 - $106.24 $12.4M - $12.5M
185K $19.6M
BIV
Vanguard Bd Index Fd Inc Inter

ETFs
116K
+ 44.52%
$73.78 - $76.59 $8.56M - $8.88M
377K $28.8M
HEFA
Ishares Currency Hedged Msci E

ETFs
39.3K
+ 2.3%
$34.83 - $37.52 $1.37M - $1.47M
1.75M $64M
CGGO
Capital Group Global Growth Eq

ETFs
129K
+ 20.08%
$28.35 - $30.84 $3.64M - $3.96M
769K $21.8M
STIP
Ishares Barclays 0 5 Year Tips

ETFs
17.9K
+ 4.69%
$100.59 - $103.38 $1.8M - $1.85M
399K $41.2M
BIL
Spdr Bloomberg 1 3 Month T Bil

ETFs
20K
+ 162.53%
$91.45 - $91.75 $1.83M - $1.83M
32.3K $2.96M
SCHG
Schwab Strategic Tr Us Large C

ETFs
127K
+ 19.1%
$24.91 - $29.02 $3.17M - $3.69M
793K $19.8M
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
46.2K
+ 39.73%
$18.36 - $20.51 $847K - $947K
162K $3.24M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
84
+ 0.6%
$442.66 - $534.52 $37.2K - $44.9K
14.1K $7.42M
AMT
American Tower Corp

Real Estate
3.04K
+ 110.64%
$173.46 - $217.6 $527K - $661K
5.78K $1.26M
V
Visa Inc.

Financial Services
114
+ 0.57%
$306.92 - $362.71 $35K - $41.3K
20K $6.99M
MDT
Medtronic PLC

Healthcare
4.89K
+ 24.82%
$79.84 - $94.5 $391K - $462K
24.6K $2.21M
MO
Altria Group, Inc.

Consumer Defensive
132
+ 0.18%
$50.81 - $60.02 $6.71K - $7.92K
71.9K $4.32M
PM
Philip Morris International Inc.

Consumer Defensive
1.27K
+ 14.58%
$117.15 - $158.79 $148K - $201K
9.96K $1.58M
META
Meta Platforms, Inc.

Communication Services
1.03K
+ 12.07%
$576.74 - $736.67 $593K - $757K
9.55K $5.5M
ECL
Ecolab Inc.

Basic Materials
1.56K
+ 55.45%
$229.72 - $269.82 $359K - $421K
4.38K $1.11M
EMXC
Ishares Inc Msci Emerging Mkts

ETFs
8.21K
+ 16.24%
$54.25 - $57.64 $445K - $473K
58.8K $3.24M
CVX
Chevron Corp

Energy
1.08K
+ 9.84%
$146.71 - $167.97 $158K - $181K
12K $2.01M
KO
Coca Cola CO

Consumer Defensive
2.03K
+ 6.91%
$60.81 - $72.32 $123K - $146K
31.3K $2.24M
AEP
American Electric Power CO Inc

Utilities
1.17K
+ 7.85%
$90.32 - $109.27 $106K - $128K
16.1K $1.76M
DUK
Duke Energy Corp

Utilities
938
+ 5.01%
$105.87 - $121.97 $99.3K - $114K
19.6K $2.4M
CTAS
Cintas Corp

Industrials
569
+ 5.4%
$182.09 - $208.14 $104K - $118K
11.1K $2.28M
ESS
Essex Property Trust, Inc.

Real Estate
1.3K
+ 146.89%
N/A
2.18K $594K
OLED
Universal Display Corp Pa

Technology
2.42K
+ 76.89%
$142.04 - $161.59 $344K - $391K
5.57K $808K
PAYX
Paychex Inc

Industrials
396
+ 2.1%
$136.06 - $154.52 $53.9K - $61.2K
19.3K $2.97M
VICI
Vici Properties Inc.

Real Estate
7.35K
+ 32.81%
$28.21 - $32.68 $207K - $240K
29.8K $970K
UBER
Uber Technologies, Inc

Technology
3.31K
+ 56.06%
$63.17 - $81.49 $209K - $270K
9.21K $670K
SPOT
Spotify Technology S.A.

Communication Services
424
+ 65.03%
$457.79 - $648.32 $194K - $275K
1.08K $591K
ZTS
Zoetis Inc.

Healthcare
1.75K
+ 74.52%
$156.48 - $175.67 $273K - $307K
4.09K $673K
SO
Southern CO

Utilities
1.09K
+ 5.85%
$80.96 - $92.96 $88K - $101K
19.7K $1.81M
NEE
Nextera Energy Inc

Utilities
3.89K
+ 53.95%
$66.96 - $76.16 $261K - $296K
11.1K $787K
MRK
Merck & Co., Inc.

Healthcare
4.09K
+ 39.01%
$83.01 - $101.02 $339K - $413K
14.6K $1.31M
MA
Mastercard Inc

Financial Services
199
+ 2.87%
$504.67 - $576.31 $100K - $115K
7.12K $3.9M
LOW
Lowes Companies Inc

Consumer Cyclical
1.31K
+ 31.7%
$222.66 - $268.42 $293K - $353K
5.46K $1.27M
DB
Deutsche Bank Aktiengesellschaft

Financial Services
4.66K
+ 25.73%
$17.16 - $25.25 $80K - $118K
22.8K $542K
NFLX
Netflix Inc

Communication Services
152
+ 9.33%
$828.4 - $1058.6 $126K - $161K
1.78K $1.66M
EQR
Equity Residential

Real Estate
2.89K
+ 28.62%
$66.98 - $75.02 $193K - $217K
13K $929K
AZN
Astrazeneca PLC

Healthcare
998
+ 6.25%
$65.37 - $77.96 $65.2K - $77.8K
17K $1.25M
TTE
Total Energies Se

Energy
2.79K
+ 19.18%
N/A
17.4K $1.19M
NEAR
Blackrock Short Maturity Bond

ETFs
3.34K
+ 6.61%
$50.4 - $50.89 $168K - $170K
53.9K $2.74M
SCHZ
Schwab Us Aggregate Bond ETF

ETFs
5.76K
+ 7.85%
$22.46 - $23.26 $129K - $134K
79.1K $1.83M
LLY
Eli Lilly & CO

Healthcare
11
+ 0.38%
$725.72 - $929.72 $7.98K - $10.2K
2.9K $2.4M
HCA
Hca Healthcare, Inc.

Healthcare
94
+ 3.25%
$296.7 - $345.55 $27.9K - $32.5K
2.99K $1.03M
BR
Broadridge Financial Solutions, Inc.

Technology
401
+ 10.1%
$221.46 - $244.83 $88.8K - $98.2K
4.37K $1.06M
BP
Bp PLC

Energy
3.6K
+ 45.99%
$29.93 - $35.31 $108K - $127K
11.4K $385K
SPGI
S&P Global Inc.

Financial Services
235
+ 7.37%
$478.26 - $543.77 $112K - $128K
3.42K $1.74M
CSCO
Cisco Systems, Inc.

Technology
482
+ 1.01%
$58.74 - $64.87 $28.3K - $31.3K
48K $2.96M
INTU
Intuit Inc

Technology
249
+ 56.21%
$555.63 - $630.23 $138K - $157K
692 $424K
Activity Summary
Buys All Purchases 148 New Holdings 20 Increased Positions 128 Sells All Sells 129 Reductions 129 Sold out 0 Options Calls 0 Puts 0
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