Lvw Advisors, LLC New Holdings in Q3 2024

Lvw Advisors, LLC

  • $771 Million
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
BSV
Vanguard Bd Index Fd Inc Short

ETFs
133K
New
$76.38 - $78.87 $10.1M - $10.5M
133K $10.4M
VEA
Vanguard Ftse Developed Market

ETFs
81.6K
New
$47.6 - $53.31 $3.88M - $4.35M
81.6K $4.31M
OLED
Universal Display Corp Pa

Technology
3.74K
New
$157.72 - $236.42 $590K - $884K
3.74K $785K
NET
Cloudflare, Inc.

Technology
5.83K
New
$74.4 - $86.96 $434K - $507K
5.83K $471K
AMT
American Tower Corp

Real Estate
1.55K
New
$192.27 - $242.73 $298K - $377K
1.55K $360K
XEL
Xcel Energy Inc

Utilities
4.68K
New
$52.11 - $65.3 $244K - $306K
4.68K $305K
CMS
Cms Energy Corp

Utilities
3.9K
New
$58.7 - $70.62 $229K - $276K
3.9K $275K
GWW
W.W. Grainger, Inc.

Industrials
255
New
$896.19 - $1044.18 $229K - $266K
255 $264K
MTB
M&T Bank Corp

Financial Services
1.46K
New
$146.49 - $179.85 $213K - $262K
1.46K $259K
PGR
Progressive Corp

Financial Services
954
New
$209.46 - $259.24 $200K - $247K
954 $242K
TMP
Tompkins Financial Corp

Financial Services
4.08K
New
$46.27 - $63.96 $189K - $261K
4.08K $236K
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
SRE
Sempra Energy

Utilities
2.7K
New
$74.97 - $84.04 $202K - $227K
2.7K $225K
EMN
Eastman Chemical CO

Basic Materials
2.01K
New
$93.82 - $113.74 $189K - $229K
2.01K $225K
SYY
Sysco Corp

Consumer Defensive
2.88K
New
$69.16 - $78.98 $199K - $227K
2.88K $224K
ACWV
Ishares Msci Global Min Vol Fa

ETFs
1.91K
New
$104.5 - $114.97 $199K - $219K
1.91K $218K
RF
Regions Financial Corp

Financial Services
9.22K
New
$19.51 - $23.42 $180K - $216K
9.22K $214K
TECK
Teck Resources LTD

Basic Materials
4.11K
New
$43.48 - $53.4 $179K - $220K
4.11K $214K
WPC
W. P. Carey Inc.

Real Estate
3.41K
New
$54.63 - $63.96 $186K - $218K
3.41K $212K
COCO
Vita Coco Company, Inc.

Consumer Defensive
7.37K
New
$23.67 - $30.42 $174K - $224K
7.37K $208K
NEE
Nextera Energy Inc

Utilities
2.42K
New
$69.9 - $84.97 $169K - $206K
2.42K $204K
IYLD
Ishares Tr Ishares Morningstar

ETFs
9.79K
New
$19.72 - $20.73 $193K - $203K
9.79K $202K
AFL
Aflac Inc

Financial Services
1.81K
New
$88.52 - $111.8 $160K - $203K
1.81K $202K
VIG
Vanguard Dividend Appreciation

ETFs
1.06K
New
$182.15 - $182.15 $193K - $193K
1.06K $193K
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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