Lvw Advisors, LLC Reduced Holdings in Q3 2025

Lvw Advisors, LLC

  • $916 Million
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
SCHD
Schwab Strategic Tr Us Dividen

ETFs
-964K
- 29.01%
$26.38 - $27.95 $25.4M - $26.9M
2.36M $64.4M
EFV
Msci Eafe Value ETF

ETFs
-18K
- 81.51%
$62.79 - $68.42 $1.13M - $1.23M
4.09K $277K
CMCSA
Comcast Corp

Communication Services
-15.4K
- 28.53%
$31.41 - $36.33 $484K - $560K
38.6K $1.21M
AMT
American Tower Corp

Real Estate
-1.79K
- 24.8%
$192.32 - $232.35 $344K - $416K
5.43K $1.04M
V
Visa Inc.

Financial Services
-744
- 3.52%
$332.09 - $358.86 $247K - $267K
20.4K $6.96M
PM
Philip Morris International Inc.

Consumer Defensive
-1.1K
- 6.08%
$157.77 - $183.27 $173K - $201K
17K $2.75M
KO
Coca Cola CO

Consumer Defensive
-5.19K
- 14.82%
$65.67 - $71.67 $341K - $372K
29.8K $1.98M
SBAC
Sba Communications Corp

Real Estate
-1.9K
- 62.33%
$191.35 - $239.35 $363K - $454K
1.15K $221K
MA
Mastercard Inc

Financial Services
-905
- 11.51%
$550.18 - $598.96 $498K - $542K
6.96K $3.96M
PAYX
Paychex Inc

Industrials
-680
- 3.46%
$126.69 - $147.99 $86.1K - $101K
19K $2.41M
ODFL
Old Dominion Freight Line, Inc.

Industrials
-2.12K
- 37.65%
$138.59 - $171.12 $293K - $362K
3.51K $493K
EQR
Equity Residential

Real Estate
-5.66K
- 31.09%
$62.3 - $68.34 $352K - $387K
12.5K $811K
SCHG
Schwab Strategic Tr Us Large C

ETFs
-81K
- 10.08%
$28.92 - $32.19 $2.34M - $2.61M
723K $23.1M
GWW
W.W. Grainger, Inc.

Industrials
-326
- 33.92%
$932.44 - $1059.49 $304K - $345K
635 $605K
CB
Chubb LTD

Financial Services
-1.06K
- 9.12%
$265.99 - $289.59 $281K - $306K
10.5K $2.98M
KMB
Kimberly Clark Corp

Consumer Defensive
-2.54K
- 24.6%
$121.72 - $136.77 $309K - $347K
7.79K $968K
CL
Colgate Palmolive CO

Consumer Defensive
-2.75K
- 26.68%
$79.36 - $93.33 $218K - $256K
7.55K $603K
PG
Procter & Gamble CO

Consumer Defensive
-1.83K
- 26.25%
$150.47 - $161.22 $275K - $294K
5.13K $787K
ESS
Essex Property Trust, Inc.

Real Estate
-1.02K
- 34.82%
N/A
1.91K $520K
EOG
Eog Resources Inc

Energy
-2.01K
- 28.88%
$112.12 - $126.1 $226K - $254K
4.96K $556K
LPLA
Lpl Financial Holdings Inc.

Financial Services
-340
- 9.18%
$332.69 - $399.0 $113K - $136K
3.37K $1.12M
SAP
Sap Se

Technology
-323
- 7.14%
$252.42 - $311.93 $81.5K - $101K
4.2K $1.12M
CRM
Salesforce, Inc.

Technology
-639
- 25.72%
$231.66 - $273.65 $148K - $175K
1.85K $437K
LII
Lennox International Inc

Industrials
-260
- 12.43%
$516.18 - $664.54 $134K - $173K
1.83K $969K
ISRG
Intuitive Surgical Inc

Healthcare
-129
- 7.43%
$433.66 - $544.47 $55.9K - $70.2K
1.61K $718K
IBM
International Business Machines Corp

Technology
-631
- 19.41%
$234.77 - $292.47 $148K - $185K
2.62K $739K
UPS
United Parcel Service Inc

Industrials
-1.53K
- 33.44%
$82.58 - $105.54 $126K - $162K
3.05K $254K
NVO
Novo Nordisk A S

Healthcare
-268
- 1.93%
$45.38 - $71.7 $12.2K - $19.2K
13.6K $755K
TWLO
Twilio Inc

Communication Services
-1.15K
- 32.5%
$92.44 - $132.7 $106K - $153K
2.39K $239K
PHM
Pultegroup Inc

Consumer Cyclical
-2.54K
- 49.19%
$108.0 - $141.42 $275K - $360K
2.63K $347K
ED
Consolidated Edison Inc

Utilities
-1.96K
- 31.18%
$95.57 - $105.36 $187K - $206K
4.32K $433K
JKHY
Henry Jack & Associates Inc

Technology
-486
- 12.54%
$148.45 - $182.09 $72.1K - $88.5K
3.39K $505K
CMG
Chipotle Mexican Grill Inc

Consumer Cyclical
-1.26K
- 15.6%
$38.58 - $58.24 $48.6K - $73.4K
6.82K $267K
BSY
Bentley Systems Inc

Technology
-2.67K
- 13.84%
$51.48 - $58.72 $137K - $157K
16.6K $854K
ERJ
Embraer S.A.

Industrials
-3.69K
- 29.64%
$47.39 - $61.02 $175K - $225K
8.77K $529K
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
-3.5K
- 26.16%
$50.47 - $50.74 $176K - $177K
9.87K $500K
BFAM
Bright Horizons Family Solutions Inc.

Consumer Cyclical
-816
- 15.97%
$107.28 - $125.1 $87.5K - $102K
4.3K $466K
TGT
Target Corp

Consumer Defensive
-1.38K
- 31.92%
$86.56 - $107.43 $120K - $148K
2.95K $264K
CHH
Choice Hotels International Inc

Consumer Cyclical
-598
- 12.19%
$106.91 - $135.29 $63.9K - $80.9K
4.31K $460K
BJ
Bj'S Wholesale Club Holdings, Inc.

Consumer Defensive
-709
- 11.77%
$93.1 - $110.49 $66K - $78.3K
5.32K $495K
VZ
Verizon Communications Inc

Communication Services
-4.06K
- 8.12%
$40.84 - $45.06 $166K - $183K
45.9K $2.02M
ZTS
Zoetis Inc.

Healthcare
-596
- 10.14%
$141.13 - $159.19 $84.1K - $94.9K
5.28K $772K
WSO
Watsco Inc

Industrials
-202
- 12.14%
$381.94 - $489.97 $77.2K - $99K
1.46K $591K
DPZ
Dominos Pizza Inc

Consumer Cyclical
-273
- 20.42%
$422.75 - $485.53 $115K - $133K
1.06K $459K
DE
Deere & CO

Industrials
-67
- 3.07%
$457.26 - $524.37 $30.6K - $35.1K
2.11K $965K
LYB
Lyondell Basell Industries N.V.

Basic Materials
-1.77K
- 28.27%
$48.34 - $67.22 $85.6K - $119K
4.49K $220K
OLED
Universal Display Corp Pa

Technology
-558
- 10.82%
$134.16 - $161.44 $74.9K - $90.1K
4.6K $660K
RELX
Relx PLC

Communication Services
-796
- 5.95%
$45.13 - $54.19 $35.9K - $43.1K
12.6K $601K
RMD
Resmed Inc

Healthcare
-645
- 18.02%
$252.01 - $293.73 $163K - $189K
2.94K $803K
Activity Summary
Buys All Purchases 177 New Holdings 38 Increased Positions 139 Sells All Sells 153 Reductions 153 Sold out 0 Options Calls 0 Puts 1
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