Lvw Advisors, LLC Reduced Holdings in Q4 2024

Lvw Advisors, LLC

  • $804 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
-76K
- 74.92%
$49.79 - $51.14 $3.78M - $3.89M
25.4K $1.28M
VTWO
Vanguard Russell 2000 ETF

ETFs
-30.9K
- 25.56%
$87.42 - $98.06 $2.7M - $3.03M
89.9K $8.03M
BIV
Vanguard Bd Index Fd Inc Inter

ETFs
-11K
- 4.04%
$74.5 - $78.37 $817K - $860K
261K $19.5M
SCHP
Schwab Strategic Us Tips ETF

ETFs
-22K
- 64.99%
$25.74 - $53.78 $565K - $1.18M
11.8K $305K
MSFT
Microsoft Corp

Technology
-1.79K
- 5.75%
$406.35 - $454.46 $728K - $814K
29.4K $12.4M
HCA
Hca Healthcare, Inc.

Healthcare
-1.49K
- 34.03%
$297.52 - $415.61 $444K - $620K
2.89K $868K
LLY
Eli Lilly & CO

Healthcare
-409
- 12.4%
$727.2 - $932.06 $297K - $381K
2.89K $2.23M
UNH
Unitedhealth Group Inc

Healthcare
-901
- 30.44%
$485.52 - $625.25 $437K - $563K
2.06K $1.04M
ABBV
Abb Vie Inc.

Healthcare
-1.23K
- 5.29%
$164.99 - $203.87 $203K - $251K
22K $3.91M
AMGN
Amgen Inc

Healthcare
-850
- 12.05%
$258.78 - $328.31 $220K - $279K
6.21K $1.62M
NVO
Novo Nordisk A S

Healthcare
-1.09K
- 7.16%
$85.0 - $120.04 $92.7K - $131K
14.2K $1.22M
FICO
Fair Isaac Corp

Technology
-299
- 55.17%
$1911.01 - $2382.4 $571K - $712K
243 $483K
GD
General Dynamics Corp

Industrials
-471
- 4.19%
$260.28 - $314.03 $123K - $148K
10.8K $2.84M
TGT
Target Corp

Consumer Defensive
-2.94K
- 43.77%
$121.59 - $160.69 $358K - $473K
3.78K $510K
LYB
Lyondell Basell Industries N.V.

Basic Materials
-3.66K
- 51.67%
$72.97 - $96.75 $267K - $354K
3.42K $254K
PHM
Pultegroup Inc

Consumer Cyclical
-597
- 5.85%
$108.86 - $149.04 $65K - $89K
9.61K $1.05M
BNL
Broadstone Net Lease, Inc.

Real Estate
-1.43K
- 1.12%
$15.86 - $18.7 $22.6K - $26.7K
126K $1.99M
KO
Coca Cola CO

Consumer Defensive
-1.46K
- 4.76%
$61.74 - $71.71 $90.4K - $105K
29.3K $1.82M
TER
Teradyne, Inc

Technology
-2.56K
- 33.82%
$102.58 - $133.62 $262K - $341K
5K $629K
VZ
Verizon Communications Inc

Communication Services
-2.36K
- 4.94%
$39.6 - $45.21 $93.5K - $107K
45.4K $1.82M
OLED
Universal Display Corp Pa

Technology
-591
- 15.8%
$146.2 - $213.81 $86.4K - $126K
3.15K $460K
AZN
Astrazeneca PLC

Healthcare
-1.56K
- 8.92%
$63.2 - $79.58 $98.8K - $124K
16K $1.05M
CTAS
Cintas Corp

Industrials
-358
- 3.29%
$182.7 - $226.47 $65.4K - $81.1K
10.5K $1.93M
AMAT
Applied Materials Inc

Technology
-794
- 19.66%
$161.44 - $213.89 $128K - $170K
3.24K $527K
TTE
Total Energies Se

Energy
-4.17K
- 22.24%
N/A
14.6K $999K
TFC
Truist Financial Corp

Financial Services
-6.28K
- 29.73%
$41.51 - $48.1 $261K - $302K
14.8K $643K
NDSN
Nordson Corp

Industrials
-292
- 8.07%
$208.83 - $264.36 $61K - $77.2K
3.33K $696K
HPQ
Hp Inc

Technology
-5.22K
- 21.84%
$32.46 - $39.3 $169K - $205K
18.7K $609K
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
-321
- 2.23%
$442.29 - $483.08 $142K - $155K
14.1K $6.37M
XOM
Exxon Mobil Corp

Energy
-503
- 2.63%
$105.51 - $125.37 $53.1K - $63.1K
18.6K $2M
HD
Home Depot, Inc.

Consumer Cyclical
-219
- 2.4%
$385.02 - $431.37 $84.3K - $94.5K
8.92K $3.47M
BFAM
Bright Horizons Family Solutions Inc.

Consumer Cyclical
-428
- 7.03%
$104.0 - $138.19 $44.5K - $59.1K
5.66K $626K
KLAC
Kla Corp

Technology
-214
- 35.43%
$614.46 - $829.55 $131K - $178K
390 $245K
ASML
Asml Holding Nv

Technology
-43
- 3.18%
$658.43 - $872.27 $28.3K - $37.5K
1.31K $908K
DPZ
Dominos Pizza Inc

Consumer Cyclical
-444
- 25.49%
$408.59 - $476.19 $181K - $211K
1.3K $544K
EXPO
Exponent Inc

Industrials
-493
- 8.16%
$88.94 - $114.63 $43.8K - $56.5K
5.55K $494K
CAT
Caterpillar Inc

Industrials
-349
- 13.35%
$360.37 - $416.88 $126K - $145K
2.27K $821K
CNI
Canadian National Railway CO

Industrials
-1.37K
- 34.3%
$100.62 - $117.12 $138K - $160K
2.62K $265K
CB
Chubb LTD

Financial Services
-198
- 1.68%
$271.57 - $301.89 $53.8K - $59.8K
11.6K $3.19M
BSY
Bentley Systems Inc

Technology
-1.86K
- 8.38%
$46.59 - $51.09 $86.6K - $95K
20.3K $949K
ANEB
Anebulo Pharmaceuticals, Inc.

Healthcare
-8.52K
- 1.33%
$0.99 - $1.98 $8.44K - $16.9K
633K $1.06M
VICI
Vici Properties Inc.

Real Estate
-2.45K
- 9.87%
$28.27 - $33.19 $69.3K - $81.4K
22.4K $654K
SMG
Scotts Miracle Gro CO

Basic Materials
-474
- 6.84%
$65.14 - $93.47 $30.9K - $44.3K
6.46K $428K
MAS
Masco Corp

Industrials
-73
- 0.5%
$72.52 - $85.73 $5.29K - $6.26K
14.5K $1.05M
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
-1.99K
- 21.15%
$172.07 - $207.36 $342K - $412K
7.41K $1.46M
POOL
Pool Corp

Industrials
-202
- 7.44%
$339.32 - $390.03 $68.5K - $78.8K
2.51K $857K
UPS
United Parcel Service Inc

Industrials
-949
- 21.04%
$122.65 - $138.35 $116K - $131K
3.56K $449K
EFX
Equifax Inc

Industrials
-80
- 2.2%
$245.03 - $293.5 $19.6K - $23.5K
3.56K $908K
QCOM
Qualcomm Inc

Technology
-761
- 29.36%
$150.4 - $178.04 $114K - $135K
1.83K $281K
Activity Summary
Buys All Purchases 136 New Holdings 25 Increased Positions 111 Sells All Sells 164 Reductions 164 Sold out 0 Options Calls 0 Puts 3
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