Lvw Advisors, LLC Reduced Holdings in Q1 2025

Lvw Advisors, LLC

  • $788 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
BSV
Vanguard Bd Index Fd Inc Short

ETFs
-170K
- 97.93%
$76.94 - $78.24 $13.1M - $13.3M
3.59K $280K
MBB
Ishares Tr

ETFs
-73K
- 96.58%
$90.37 - $94.08 $6.6M - $6.87M
2.58K $241K
VUG
Vanguard Growth ETF

ETFs
-3.49K
- 4.12%
$369.1 - $427.61 $1.29M - $1.49M
81.2K $30.1M
SPGM
Spdr Index Shs Fds S Spdr Port

ETFs
-64.4K
- 77.83%
$61.91 - $66.79 $3.99M - $4.3M
18.3K $1.15M
AAPL
Apple Inc.

Technology
-32
- 0.03%
$209.68 - $247.1 $6.71K - $7.91K
123K $27.3M
AVGO
Broadcom Inc.

Technology
-1.94K
- 5.51%
$167.43 - $244.7 $324K - $474K
33.2K $5.56M
EFG
Msci Eafe Growth ETF

ETFs
-26.3K
- 71.57%
$96.1 - $106.37 $2.53M - $2.8M
10.4K $1.05M
VTWO
Vanguard Russell 2000 ETF

ETFs
-15.5K
- 17.29%
$80.08 - $92.93 $1.24M - $1.44M
74.3K $6.02M
BND
Vanguard Bd Index Fd Inc Total

ETFs
-26.2K
- 9.67%
$71.17 - $73.66 $1.86M - $1.93M
245K $17.9M
SCHA
Schwab Strategic Tr Us Small C

ETFs
-41.2K
- 30.04%
$23.16 - $27.04 $955K - $1.12M
96K $2.26M
SCHD
Schwab Strategic Tr Us Dividen

ETFs
-58.9K
- 1.64%
$27.01 - $28.54 $1.59M - $1.68M
3.54M $97.6M
IWM
Ishares Russell 2000 ETF

ETFs
-1.99K
- 16.58%
$198.1 - $229.79 $394K - $457K
10K $2.01M
USB
Us Bancorp \De\

Financial Services
-7.17K
- 13.08%
$40.92 - $50.9 $293K - $365K
47.7K $2.01M
ANEB
Anebulo Pharmaceuticals, Inc.

Healthcare
-283K
- 44.73%
$1.02 - $2.04 $289K - $577K
350K $485K
HD
Home Depot, Inc.

Consumer Cyclical
-772
- 8.66%
$347.25 - $424.87 $268K - $328K
8.15K $2.99M
CMCSA
Comcast Corp

Communication Services
-8.69K
- 19.33%
$33.19 - $38.23 $289K - $332K
36.3K $1.34M
PHM
Pultegroup Inc

Consumer Cyclical
-2.66K
- 27.66%
$101.09 - $118.51 $269K - $315K
6.95K $714K
MS
Morgan Stanley

Financial Services
-1.98K
- 18.03%
$111.68 - $141.08 $221K - $279K
8.98K $1.05M
SAP
Sap Se

Technology
-1.77K
- 26.28%
$241.4 - $293.69 $427K - $520K
4.96K $1.33M
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
-460
- 6.21%
$165.25 - $224.62 $76K - $103K
6.95K $1.15M
ZBRA
Zebra Technologies Corp

Technology
-137
- 5.46%
$271.72 - $421.11 $37.2K - $57.7K
2.37K $669K
BMY
Bristol Myers Squibb CO

Healthcare
-5.21K
- 51.81%
$53.9 - $63.11 $281K - $329K
4.84K $295K
GD
General Dynamics Corp

Industrials
-1.36K
- 12.62%
$241.94 - $272.58 $329K - $371K
9.41K $2.57M
PNC
Pnc Financial Services Group, Inc.

Financial Services
-597
- 7.62%
$168.84 - $202.89 $101K - $121K
7.23K $1.27M
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
-4.49K
- 17.66%
$49.25 - $50.66 $221K - $228K
21K $1.04M
WMT
Walmart Inc.

Consumer Defensive
-2.01K
- 8.5%
$84.5 - $105.05 $170K - $211K
21.6K $1.9M
UNH
Unitedhealth Group Inc

Healthcare
-522
- 25.35%
$461.52 - $548.18 $241K - $286K
1.54K $805K
VYM
Vanguard Whitehall Fds (Vangua

ETFs
-1.81K
- 12.91%
$126.11 - $135.06 $228K - $244K
12.2K $1.55M
XEL
Xcel Energy Inc

Utilities
-3.81K
- 30.46%
$63.37 - $72.1 $241K - $275K
8.69K $615K
TER
Teradyne, Inc

Technology
-145
- 2.9%
$82.6 - $140.0 $12K - $20.3K
4.85K $400K
FITB
Fifth Third Bancorp

Financial Services
-4.44K
- 28.89%
$37.48 - $44.96 $166K - $199K
10.9K $428K
PEP
Pepsico Inc

Consumer Defensive
-1.19K
- 6.19%
$142.64 - $156.42 $170K - $186K
18K $2.71M
GWW
W.W. Grainger, Inc.

Industrials
-156
- 25.87%
$953.54 - $1132.42 $149K - $177K
447 $441K
PLTR
Palantir Technologies Inc.

Technology
-3.64K
- 24.46%
$64.98 - $124.62 $237K - $454K
11.3K $949K
BAC
Bank Of America Corp

Financial Services
-2.46K
- 7.77%
$39.61 - $47.74 $97.2K - $117K
29.1K $1.22M
SAIA
Saia Inc

Industrials
-32
- 1.97%
$349.29 - $508.47 $11.2K - $16.3K
1.59K $572K
FNDF
Schwab Fundamental Intl Large

ETFs
-7.58K
- 21.77%
$32.9 - $37.45 $249K - $284K
27.2K $992K
UNP
Union Pacific Corp

Industrials
-782
- 26.19%
$225.21 - $254.42 $176K - $199K
2.2K $520K
AXP
American Express CO

Financial Services
-258
- 7.9%
$255.39 - $325.87 $65.9K - $84.1K
3.01K $808K
BBY
Best Buy CO Inc

Consumer Cyclical
-1.18K
- 20.02%
$70.3 - $91.1 $82.7K - $107K
4.7K $346K
LII
Lennox International Inc

Industrials
-9
- 0.3%
$553.05 - $666.93 $4.98K - $6K
3.01K $1.69M
ZWS
Zurn Water Solutions Corp

Industrials
-1.33K
- 5.78%
$32.38 - $39.44 $42.9K - $52.3K
21.6K $712K
HPQ
Hp Inc

Technology
-1.75K
- 9.35%
$27.69 - $34.72 $48.3K - $60.6K
16.9K $468K
IBKR
Interactive Brokers Group, Inc.

Financial Services
-377
- 5.68%
$161.03 - $235.53 $60.7K - $88.8K
6.26K $1.04M
ACWI
Ishares Msci Acwi ETF

ETFs
-1.12K
- 26.72%
$115.16 - $124.13 $129K - $139K
3.08K $357K
TFC
Truist Financial Corp

Financial Services
-2.39K
- 16.13%
$39.48 - $48.15 $94.5K - $115K
12.4K $512K
RMD
Resmed Inc

Healthcare
-426
- 13.75%
$219.7 - $257.65 $93.6K - $110K
2.67K $587K
STZ
Constellation Brands, Inc.

Consumer Defensive
-242
- 11.95%
$161.05 - $222.93 $39K - $53.9K
1.78K $327K
DEO
Diageo PLC

Consumer Defensive
-142
- 3.09%
$104.79 - $126.12 $14.9K - $17.9K
4.45K $466K
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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