Lvw Advisors, LLC Incresed Positions in Q1 2025

Lvw Advisors, LLC

  • $788 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
BUD
Anheuser Busch In Bev Sa

Consumer Defensive
1.17K
+ 18.17%
$46.15 - $63.53 $54K - $74.4K
7.62K $468K
COST
Costco Wholesale Corp

Consumer Defensive
90
+ 4.5%
$890.62 - $1076.86 $80.2K - $96.9K
2.09K $1.98M
ED
Consolidated Edison Inc

Utilities
282
+ 5.47%
$88.0 - $110.59 $24.8K - $31.2K
5.44K $601K
GE
General Electric CO

Industrials
452
+ 35.26%
$168.59 - $212.13 $76.2K - $95.9K
1.73K $347K
IBM
International Business Machines Corp

Technology
307
+ 16.4%
$217.4 - $264.74 $66.7K - $81.3K
2.18K $541K
CNI
Canadian National Railway CO

Industrials
1.4K
+ 53.26%
$95.46 - $106.79 $133K - $149K
4.01K $391K
ETR
Entergy Corp

Utilities
648
+ 9.23%
$75.26 - $87.89 $48.8K - $57K
7.67K $655K
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
505
+ 9.52%
$507.05 - $563.67 $256K - $285K
5.81K $2.97M
HIG
Hartford Financial Services Group, Inc.

Financial Services
235
+ 5.06%
$106.31 - $123.73 $25K - $29.1K
4.88K $603K
CHE
Chemed Corp

Healthcare
4
+ 0.41%
$521.84 - $615.32 $2.09K - $2.46K
974 $599K
NKE
Nike, Inc.

Consumer Cyclical
1.73K
+ 57.43%
$63.29 - $81.72 $109K - $141K
4.74K $300K
RELX
Relx PLC

Communication Services
122
+ 0.94%
$45.34 - $51.91 $5.53K - $6.33K
13.1K $657K
KMI
Kinder Morgan, Inc.

Energy
1.58K
+ 7.47%
$26.1 - $31.22 $41.3K - $49.4K
22.8K $649K
MCK
Mckesson Corp

Healthcare
18
+ 3.53%
$566.21 - $672.99 $10.2K - $12.1K
528 $355K
BTI
British American Tobacco P.L.C.

Consumer Defensive
685
+ 9.81%
$35.35 - $42.74 $24.2K - $29.3K
7.67K $317K
ARQT
Arcutis Biotherapeutics, Inc.

Healthcare
2.53K
+ 21.2%
$11.4 - $17.29 $28.8K - $43.7K
14.5K $227K
LYB
Lyondell Basell Industries N.V.

Basic Materials
1.05K
+ 30.6%
$69.82 - $78.67 $73.1K - $82.4K
4.47K $314K
COP
Conocophillips

Energy
410
+ 19.79%
$88.6 - $105.85 $36.3K - $43.4K
2.48K $260K
PGR
Progressive Corp

Financial Services
36
+ 3.79%
$235.61 - $291.22 $8.48K - $10.5K
986 $279K
ADBE
Adobe Inc.

Technology
278
+ 29.7%
$377.84 - $464.11 $105K - $129K
1.21K $465K
ADP
Automatic Data Processing Inc

Industrials
83
+ 5.25%
$286.85 - $318.64 $23.8K - $26.4K
1.66K $508K
VB
Vanguard Small Cap ETF

ETFs
296
+ 28.03%
$217.89 - $252.64 $64.5K - $74.8K
1.35K $299K
QQQ
Invesco Qqq Trust, Series 1

ETFs
140
+ 22.76%
$468.34 - $539.52 $65.6K - $75.5K
755 $354K
KLAC
Kla Corp

Technology
28
+ 7.18%
$636.62 - $777.63 $17.8K - $21.8K
418 $284K
CMS
Cms Energy Corp

Utilities
25
+ 0.6%
$64.99 - $75.11 $1.62K - $1.88K
4.2K $315K
DASH
Door Dash, Inc.

Communication Services
86
+ 6.1%
$168.37 - $213.38 $14.5K - $18.4K
1.5K $273K
QCOM
Qualcomm Inc

Technology
218
+ 11.91%
$151.94 - $175.86 $33.1K - $38.3K
2.05K $314K
EMR
Emerson Electric CO

Industrials
659
+ 22.82%
$108.64 - $131.17 $71.6K - $86.4K
3.55K $388K
TJX
Tjx Companies Inc

Consumer Cyclical
232
+ 7.47%
$112.81 - $126.16 $26.2K - $29.3K
3.34K $406K
PH
Parker Hannifin Corp

Industrials
138
+ 7.01%
$591.65 - $707.05 $81.6K - $97.6K
2.11K $1.28M
SBUX
Starbucks Corp

Consumer Cyclical
48
+ 1.37%
$91.75 - $115.81 $4.4K - $5.56K
3.55K $346K
MCO
Moodys Corp

Financial Services
84
+ 3.72%
$437.8 - $527.48 $36.8K - $44.3K
2.34K $1.09M
SYK
Stryker Corp

Healthcare
25
+ 2.89%
$355.18 - $399.9 $8.88K - $10K
890 $331K
ISRG
Intuitive Surgical Inc

Healthcare
101
+ 6.98%
$476.63 - $610.45 $48.1K - $61.7K
1.55K $767K
ARCC
Ares Capital Corp

Financial Services
118
+ 0.68%
$21.28 - $23.81 $2.51K - $2.81K
17.5K $388K
MSCI
Msci Inc.

Financial Services
103
+ 7.05%
$541.46 - $628.34 $55.8K - $64.7K
1.56K $883K
NOBL
Proshares S&P 500 Dividend Ari

ETFs
10
+ 0.25%
$97.38 - $104.52 $974 - $1.05K
3.95K $398K
Capital Group International
107K
+ 23.51%
N/A
561K $0
Natwest Group PLC
307
+ 0.8%
N/A
38.8K $0
Arista Networks Inc
331
+ 11.35%
N/A
3.25K $0
Ab Active Etfs Inc
411K
+ 102.37%
N/A
812K $0
Reddit Inc
52
+ 2.6%
N/A
2.05K $0
MTB
M&T Bank Corp

Financial Services
38
+ 2.6%
$170.47 - $201.98 $6.48K - $7.68K
1.5K $268K
ITW
Illinois Tool Works Inc

Industrials
1
+ 0.07%
$244.9 - $274.48 $245 - $274
1.52K $377K
ETN
Eaton Corp PLC

Industrials
120
+ 17.52%
$271.83 - $371.23 $32.6K - $44.5K
805 $218K
FICO
Fair Isaac Corp

Technology
14
+ 5.76%
$1695.35 - $2030.47 $23.7K - $28.4K
257 $473K
NDSN
Nordson Corp

Industrials
53
+ 1.59%
$200.12 - $224.07 $10.6K - $11.9K
3.38K $682K
MET
Metlife Inc

Financial Services
19
+ 0.18%
$77.7 - $87.0 $1.48K - $1.65K
10.7K $860K
DIS
Walt Disney CO

Communication Services
535
+ 9.78%
$96.87 - $114.0 $51.8K - $61K
6.01K $592K
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
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