Lvw Advisors, LLC Sells in Q2 2025

Lvw Advisors, LLC

  • $862 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
HEFA
Ishares Currency Hedged Msci E

ETFs
-1.73M
- 98.95%
$32.11 - $38.21 $55.6M - $66.2M
18.4K $696K
SCHD
Schwab Strategic Tr Us Dividen

ETFs
-216K
- 6.09%
$24.32 - $27.87 $5.24M - $6.01M
3.32M $88.1M
BND
Vanguard Bd Index Fd Inc Total

ETFs
-64.1K
- 26.21%
$72.02 - $73.82 $4.62M - $4.73M
181K $13.3M
VUG
Vanguard Growth ETF

ETFs
-17.4K
- 21.43%
$329.49 - $438.4 $5.73M - $7.62M
63.8K $28M
SCHO
Schwab Short Term Us Treasury

ETFs
-85.8K
- 4.47%
$24.19 - $24.45 $2.07M - $2.1M
1.83M $44.7M
VTWO
Vanguard Russell 2000 ETF

ETFs
-18.4K
- 24.79%
$70.56 - $87.22 $1.3M - $1.61M
55.9K $4.88M
ABBV
Abb Vie Inc.

Healthcare
-2.69K
- 12.49%
$170.16 - $206.27 $458K - $555K
18.9K $3.5M
STIP
Ishares Barclays 0 5 Year Tips

ETFs
-7.45K
- 1.87%
$102.02 - $103.5 $760K - $771K
391K $40.3M
VTI
Vanguard Total Stock Market Et

ETFs
-2.92K
- 45.53%
$243.75 - $303.93 $711K - $887K
3.49K $1.06M
DBEF
Xtrackers Msci Eafe Hedged Equ

ETFs
-11.4K
- 55.7%
$38.18 - $45.52 $436K - $520K
9.09K $397K
SPGM
Spdr Index Shs Fds S Spdr Port

ETFs
-8.25K
- 44.99%
$55.5 - $69.0 $458K - $569K
10.1K $696K
TTE
Total Energies Se

Energy
-6.11K
- 35.21%
N/A
11.2K $771K
SCHA
Schwab Strategic Tr Us Small C

ETFs
-23.4K
- 24.36%
$20.42 - $25.3 $478K - $592K
72.6K $1.84M
PEP
Pepsico Inc

Consumer Defensive
-342
- 1.9%
$128.02 - $151.37 $43.8K - $51.8K
17.7K $2.34M
UNH
Unitedhealth Group Inc

Healthcare
-87
- 5.66%
$274.35 - $599.47 $23.9K - $52.2K
1.45K $452K
VYM
Vanguard Whitehall Fds (Vangua

ETFs
-2.98K
- 24.47%
$114.78 - $133.31 $342K - $397K
9.2K $1.23M
MCD
Mcdonalds Corp

Consumer Cyclical
-493
- 6.44%
$285.55 - $321.23 $141K - $158K
7.17K $2.09M
IWM
Ishares Russell 2000 ETF

ETFs
-1.93K
- 19.3%
$174.82 - $215.79 $338K - $417K
8.08K $1.74M
MAS
Masco Corp

Industrials
-2.49K
- 18.26%
$58.73 - $71.06 $146K - $177K
11.1K $716K
BUD
Anheuser Busch In Bev Sa

Consumer Defensive
-3.8K
- 49.89%
$58.52 - $71.7 $222K - $272K
3.82K $262K
WSO
Watsco Inc

Industrials
-159
- 8.72%
$421.84 - $520.66 $67.1K - $82.8K
1.66K $734K
MS
Morgan Stanley

Financial Services
-2.89K
- 32.18%
$99.83 - $140.86 $289K - $407K
6.09K $858K
SPOT
Spotify Technology S.A.

Communication Services
-537
- 49.91%
$503.3 - $775.9 $270K - $417K
539 $413K
EOG
Eog Resources Inc

Energy
-893
- 11.35%
$104.61 - $129.97 $93.4K - $116K
6.97K $834K
PHM
Pultegroup Inc

Consumer Cyclical
-1.78K
- 25.64%
$92.02 - $106.54 $164K - $190K
5.17K $545K
GD
General Dynamics Corp

Industrials
-1.19K
- 12.68%
$247.68 - $291.66 $296K - $348K
8.22K $2.4M
CHE
Chemed Corp

Healthcare
-77
- 7.91%
$486.93 - $619.21 $37.5K - $47.7K
897 $436K
PG
Procter & Gamble CO

Consumer Defensive
-482
- 6.48%
$157.66 - $172.39 $76K - $83.1K
6.95K $1.11M
TMO
Thermo Fisher Scientific Inc.

Healthcare
-179
- 20.09%
$390.26 - $489.06 $69.9K - $87.5K
712 $288K
PNC
Pnc Financial Services Group, Inc.

Financial Services
-1.14K
- 15.79%
$149.76 - $186.42 $171K - $213K
6.09K $1.14M
POOL
Pool Corp

Industrials
-234
- 9.25%
$285.0 - $325.66 $66.7K - $76.2K
2.3K $669K
HPQ
Hp Inc

Technology
-3.27K
- 19.34%
$21.88 - $29.32 $71.6K - $96K
13.6K $333K
ITW
Illinois Tool Works Inc

Industrials
-539
- 35.41%
$218.41 - $252.43 $118K - $136K
983 $243K
AZN
Astrazeneca PLC

Healthcare
-989
- 5.83%
$64.87 - $75.0 $64.2K - $74.2K
16K $1.12M
BP
Bp PLC

Energy
-2.75K
- 24.11%
$26.11 - $33.81 $71.8K - $93K
8.66K $259K
MET
Metlife Inc

Financial Services
-1.57K
- 14.68%
$68.42 - $82.49 $108K - $130K
9.15K $735K
BBY
Best Buy CO Inc

Consumer Cyclical
-1.21K
- 25.66%
$56.17 - $75.73 $67.8K - $91.4K
3.5K $234K
DEO
Diageo PLC

Consumer Defensive
-919
- 20.67%
$99.86 - $115.75 $91.8K - $106K
3.53K $355K
CAT
Caterpillar Inc

Industrials
-608
- 28.33%
$273.94 - $388.21 $167K - $236K
1.54K $597K
BJ
Bj'S Wholesale Club Holdings, Inc.

Consumer Defensive
-620
- 9.33%
$107.83 - $119.94 $66.9K - $74.4K
6.03K $649K
TFC
Truist Financial Corp

Financial Services
-3.02K
- 24.27%
$34.79 - $42.99 $105K - $130K
9.43K $405K
NVO
Novo Nordisk A S

Healthcare
-1.42K
- 9.3%
$58.08 - $81.05 $82.6K - $115K
13.9K $957K
CHH
Choice Hotels International Inc

Consumer Cyclical
-544
- 9.98%
$117.49 - $134.0 $63.9K - $72.9K
4.91K $622K
FITB
Fifth Third Bancorp

Financial Services
-2.84K
- 26.02%
$33.32 - $41.51 $94.7K - $118K
8.08K $332K
BFAM
Bright Horizons Family Solutions Inc.

Consumer Cyclical
-535
- 9.48%
$110.23 - $131.5 $59K - $70.4K
5.11K $631K
BMY
Bristol Myers Squibb CO

Healthcare
-291
- 6.01%
$44.12 - $59.6 $12.8K - $17.3K
4.55K $210K
NKE
Nike, Inc.

Consumer Cyclical
-1.67K
- 35.15%
$53.27 - $72.04 $88.7K - $120K
3.07K $218K
EXPO
Exponent Inc

Industrials
-483
- 8.61%
$72.88 - $81.75 $35.2K - $39.5K
5.13K $382K
JKHY
Henry Jack & Associates Inc

Technology
-351
- 8.3%
$163.54 - $186.02 $57.4K - $65.3K
3.88K $698K
Activity Summary
Buys All Purchases 204 New Holdings 44 Increased Positions 160 Sells All Sells 108 Reductions 108 Sold out 0 Options Calls 0 Puts 3
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