Lvw Advisors, LLC Sells in Q4 2024

Lvw Advisors, LLC

  • $804 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
TROW
Price T Rowe Group Inc

Financial Services
-473
- 13.94%
$106.48 - $124.69 $50.4K - $59K
2.92K $330K
BMY
Bristol Myers Squibb CO

Healthcare
-1.57K
- 13.52%
$51.92 - $59.94 $81.6K - $94.2K
10.1K $568K
MKC
Mccormick & CO Inc

Consumer Defensive
-25
- 0.68%
$73.97 - $84.09 $1.85K - $2.1K
3.63K $276K
GLW
Corning Inc

Technology
-864
- 12.51%
$44.11 - $49.76 $38.1K - $43K
6.05K $287K
INTU
Intuit Inc

Technology
-43
- 8.85%
$602.01 - $706.25 $25.9K - $30.4K
443 $278K
DB
Deutsche Bank Aktiengesellschaft

Financial Services
-881
- 4.64%
$16.2 - $17.97 $14.3K - $15.8K
18.1K $308K
PNC
Pnc Financial Services Group, Inc.

Financial Services
-446
- 5.39%
$178.39 - $215.0 $79.6K - $95.9K
7.83K $1.51M
ABC
Amerisourcebergen Corp

Healthcare
-94
- 2.56%
N/A
3.57K $661K
STT
State Street Corp

Financial Services
-801
- 12.46%
$85.96 - $100.78 $68.9K - $80.7K
5.63K $552K
ACWI
Ishares Msci Acwi ETF

ETFs
-68
- 1.59%
$117.05 - $123.03 $7.96K - $8.37K
4.2K $493K
TFII
Tfi International Inc.

Industrials
-71
- 2.88%
$131.69 - $153.91 $9.35K - $10.9K
2.39K $323K
TSN
Tyson Foods, Inc.

Consumer Defensive
-96
- 2.42%
$57.14 - $64.54 $5.49K - $6.2K
3.87K $222K
JKHY
Henry Jack & Associates Inc

Technology
-35
- 0.78%
$171.12 - $186.18 $5.99K - $6.52K
4.46K $782K
RF
Regions Financial Corp

Financial Services
-565
- 6.13%
$22.45 - $27.47 $12.7K - $15.5K
8.65K $203K
AZPN
Aspen Technology, Inc.

Technology
-194
- 5.24%
$231.19 - $253.16 $44.9K - $49.1K
3.51K $875K
MCO
Moodys Corp

Financial Services
-11
- 0.49%
$454.04 - $500.88 $4.99K - $5.51K
2.26K $1.07M
SYK
Stryker Corp

Healthcare
-9
- 1.03%
$345.14 - $392.15 $3.11K - $3.53K
865 $311K
FAST
Fastenal CO

Industrials
-89
- 1.35%
$69.99 - $84.35 $6.23K - $7.51K
6.51K $468K
TMUS
T Mobile Us, Inc.

Communication Services
-81
- 7.34%
$206.1 - $246.94 $16.7K - $20K
1.02K $225K
Cooper Cos Inc
-375
- 3.54%
N/A
10.2K $0
Complete Solaria Inc
-2.74K
- 20.0%
N/A
11K $0
Knife River Corp
-474
- 7.86%
N/A
5.55K $0
ENVX
Enovix Corp

Industrials
-4.98K
- 14.1%
$8.03 - $12.81 $40K - $63.8K
30.3K $329K
Jacobs Solutions Inc
-354
- 8.17%
N/A
3.98K $0
MO
Altria Group, Inc.

Consumer Defensive
-1.72K
- 2.34%
$49.06 - $57.74 $84.5K - $99.4K
71.8K $3.75M
BK
Bank Of New York Mellon Corp

Financial Services
-927
- 6.26%
$70.82 - $81.87 $65.7K - $75.9K
13.9K $1.07M
PNR
Pentair PLC

Industrials
-25
- 0.85%
$95.0 - $109.21 $2.38K - $2.73K
2.9K $291K
AXP
American Express CO

Financial Services
-286
- 8.06%
$267.35 - $305.57 $76.5K - $87.4K
3.26K $968K
LII
Lennox International Inc

Industrials
-14
- 0.46%
$589.36 - $678.43 $8.25K - $9.5K
3.02K $1.84M
COST
Costco Wholesale Corp

Consumer Defensive
-58
- 2.82%
$873.59 - $994.69 $50.7K - $57.7K
2K $1.83M
IVV
Ishares Core S&P 500 ETF

ETFs
-2
- 0.25%
$570.51 - $610.59 $1.14K - $1.22K
807 $475K
SRE
Sempra Energy

Utilities
-6
- 0.22%
$80.81 - $94.77 $485 - $569
2.69K $236K
ADP
Automatic Data Processing Inc

Industrials
-41
- 2.53%
$280.08 - $307.97 $11.5K - $12.6K
1.58K $462K
CCJ
Cameco Corp

Energy
-2
- 0.05%
$48.64 - $61.14 $97.3 - $122
4.19K $215K
EMR
Emerson Electric CO

Industrials
-219
- 7.05%
$108.13 - $134.33 $23.7K - $29.4K
2.89K $357K
TRV
Travelers Companies, Inc.

Financial Services
-1
- 0.04%
$225.97 - $266.66 $226 - $267
2.75K $663K
TMP
Tompkins Financial Corp

Financial Services
-296
- 7.26%
$56.09 - $78.15 $16.6K - $23.1K
3.78K $256K
WRB
Berkley W R Corp

Financial Services
-152
- 0.91%
$56.48 - $64.94 $8.58K - $9.87K
16.6K $969K
SAIA
Saia Inc

Industrials
-19
- 1.16%
$411.44 - $569.08 $7.82K - $10.8K
1.63K $741K
WFC
Wells Fargo & Company

Financial Services
-1.29K
- 15.66%
$54.98 - $77.35 $70.9K - $99.7K
6.94K $487K
ZWS
Zurn Water Solutions Corp

Industrials
-81
- 0.35%
$35.79 - $40.92 $2.9K - $3.31K
22.9K $855K
TDY
Teledyne Technologies Inc

Technology
-13
- 0.94%
$436.59 - $489.24 $5.68K - $6.36K
1.37K $634K
ZBRA
Zebra Technologies Corp

Technology
-26
- 1.03%
$360.09 - $411.94 $9.36K - $10.7K
2.51K $968K
GS
Goldman Sachs Group Inc

Financial Services
-112
- 9.11%
$486.1 - $608.57 $54.4K - $68.2K
1.12K $639K
BJ
Bj'S Wholesale Club Holdings, Inc.

Consumer Defensive
-182
- 2.48%
$83.95 - $99.75 $15.3K - $18.2K
7.16K $640K
NTRA
Natera, Inc.

Healthcare
-229
- 9.77%
$117.67 - $174.0 $26.9K - $39.8K
2.11K $334K
VTI
Vanguard Total Stock Market Et

ETFs
-8
- 0.13%
$280.04 - $302.45 $2.24K - $2.42K
6.24K $1.81M
SHOP
Shopify Inc.

Technology
-398
- 12.65%
$78.14 - $119.49 $31.1K - $47.6K
2.75K $292K
CHH
Choice Hotels International Inc

Consumer Cyclical
-176
- 2.91%
$128.7 - $152.73 $22.7K - $26.9K
5.86K $832K
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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