Lvw Advisors, LLC Reduced Holdings in Q1 2025

Lvw Advisors, LLC

  • $788 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
CAT
Caterpillar Inc

Industrials
-119
- 5.25%
$326.75 - $407.63 $38.9K - $48.5K
2.15K $707K
CHH
Choice Hotels International Inc

Consumer Cyclical
-411
- 7.01%
$127.89 - $155.97 $52.6K - $64.1K
5.45K $723K
PRU
Prudential Financial Inc

Financial Services
-660
- 14.26%
$105.04 - $122.33 $69.3K - $80.7K
3.97K $443K
MAS
Masco Corp

Industrials
-832
- 5.76%
$68.67 - $81.85 $57.1K - $68.1K
13.6K $947K
RPM
Rpm International Inc

Basic Materials
-662
- 22.22%
$114.03 - $128.31 $75.5K - $84.9K
2.32K $268K
NTRA
Natera, Inc.

Healthcare
-461
- 21.81%
$132.63 - $177.0 $61.1K - $81.6K
1.65K $237K
THO
Thor Industries Inc

Consumer Cyclical
-18
- 0.36%
$75.81 - $105.39 $1.36K - $1.9K
4.98K $383K
LMT
Lockheed Martin Corp

Industrials
-102
- 8.29%
$423.19 - $506.29 $43.2K - $51.6K
1.13K $503K
ORCL
Oracle Corp

Technology
-95
- 3.75%
$139.81 - $186.47 $13.3K - $17.7K
2.44K $340K
LPLA
Lpl Financial Holdings Inc.

Financial Services
-252
- 6.04%
$308.87 - $383.33 $77.8K - $96.6K
3.92K $1.28M
UPS
United Parcel Service Inc

Industrials
-151
- 4.24%
$109.66 - $136.26 $16.6K - $20.6K
3.41K $375K
ABC
Amerisourcebergen Corp

Healthcare
-395
- 11.06%
N/A
3.18K $588K
OC
Owens Corning

Industrials
-150
- 8.37%
$137.83 - $191.19 $20.7K - $28.7K
1.64K $234K
BKNG
Booking Holdings Inc.

Consumer Cyclical
-9
- 11.39%
$4295.4 - $5141.88 $38.7K - $46.3K
70 $322K
STT
State Street Corp

Financial Services
-210
- 3.73%
$84.47 - $102.23 $17.7K - $21.5K
5.42K $485K
EFV
Msci Eafe Value ETF

ETFs
-4.2K
- 15.93%
$51.88 - $60.73 $218K - $255K
22.2K $1.32M
ODFL
Old Dominion Freight Line, Inc.

Industrials
-18
- 0.4%
$161.13 - $209.29 $2.9K - $3.77K
4.45K $735K
LHX
L3 Harris Technologies, Inc.

Industrials
-228
- 15.18%
$194.65 - $222.86 $44.4K - $50.8K
1.27K $266K
PG
Procter & Gamble CO

Consumer Defensive
-400
- 5.11%
$158.56 - $176.26 $63.4K - $70.5K
7.44K $1.27M
CARR
Carrier Global Corp

Industrials
-149
- 2.04%
$62.07 - $70.55 $9.25K - $10.5K
7.15K $453K
HON
Honeywell International Inc

Industrials
-54
- 2.27%
$202.75 - $226.52 $10.9K - $12.2K
2.32K $491K
IVV
Ishares Core S&P 500 ETF

ETFs
-30
- 3.72%
$554.06 - $615.85 $16.6K - $18.5K
777 $433K
IWD
Ishares Russell 1000 Val ETF

ETFs
-236
- 12.87%
$182.82 - $196.21 $43.1K - $46.3K
1.6K $297K
ACN
Accenture PLC

Technology
-11
- 1.17%
$300.91 - $398.25 $3.31K - $4.38K
930 $290K
FAST
Fastenal CO

Industrials
-988
- 15.18%
$71.11 - $79.98 $70.3K - $79K
5.52K $428K
ALLE
Allegion PLC

Industrials
-300
- 5.55%
$123.79 - $135.5 $37.1K - $40.7K
5.11K $666K
IJH
Ishares Core S&P Mid Cap ETF

ETFs
-61
- 0.76%
$57.21 - $65.8 $3.49K - $4.01K
7.95K $462K
PEG
Public Service Enterprise Group Inc

Utilities
-180
- 2.09%
$78.2 - $90.39 $14.1K - $16.3K
8.44K $694K
GS
Goldman Sachs Group Inc

Financial Services
-8
- 0.72%
$524.81 - $672.19 $4.2K - $5.38K
1.11K $605K
OLLI
Ollie'S Bargain Outlet Holdings, Inc.

Consumer Defensive
-411
- 7.19%
$96.27 - $116.36 $39.6K - $47.8K
5.31K $600K
XYL
Xylem Inc.

Industrials
-293
- 10.54%
$114.02 - $132.04 $33.4K - $38.7K
2.49K $297K
APH
Amphenol Corp

Technology
-111
- 3.49%
$61.62 - $78.55 $6.84K - $8.72K
3.07K $201K
SYY
Sysco Corp

Consumer Defensive
-145
- 4.45%
$70.0 - $77.13 $10.2K - $11.2K
3.11K $233K
CL
Colgate Palmolive CO

Consumer Defensive
-320
- 5.94%
$85.68 - $97.5 $27.4K - $31.2K
5.07K $474K
EXR
Extra Space Storage Inc.

Real Estate
-90
- 5.65%
$143.8 - $161.28 $12.9K - $14.5K
1.5K $223K
OSCR
Oscar Health, Inc.

Healthcare
-909
- 6.78%
$12.83 - $17.3 $11.7K - $15.7K
12.5K $166K
COF
Capital One Financial Corp

Financial Services
-70
- 5.05%
$163.87 - $209.82 $11.5K - $14.7K
1.32K $236K
JKHY
Henry Jack & Associates Inc

Technology
-234
- 5.24%
$166.47 - $191.28 $39K - $44.8K
4.23K $772K
MKC
Mccormick & CO Inc

Consumer Defensive
-312
- 8.59%
$71.24 - $84.73 $22.2K - $26.4K
3.32K $273K
WFC
Wells Fargo & Company

Financial Services
-185
- 2.66%
$66.78 - $81.42 $12.4K - $15.1K
6.76K $485K
Blackrock Inc
-48
- 7.84%
N/A
564 $0
Complete Solaria Inc
-250
- 2.28%
N/A
10.7K $0
Cooper Cos Inc
-268
- 2.62%
N/A
9.95K $0
Jacobs Solutions Inc
-145
- 3.64%
N/A
3.84K $0
IEFA
Ishares Tr

ETFs
-249
- 6.48%
$69.57 - $78.65 $17.3K - $19.6K
3.59K $274K
TSN
Tyson Foods, Inc.

Consumer Defensive
-249
- 6.44%
$54.27 - $63.81 $13.5K - $15.9K
3.62K $230K
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
-10
- 0.13%
$42.5 - $46.71 $425 - $467
7.82K $354K
DPZ
Dominos Pizza Inc

Consumer Cyclical
-83
- 6.39%
$402.33 - $489.71 $33.4K - $40.6K
1.22K $558K
JPM
Jpmorgan Chase & CO

Financial Services
-554
- 2.03%
$225.19 - $279.95 $125K - $155K
26.8K $6.56M
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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