Lvw Advisors, LLC Closed Holding Positions

Lvw Advisors, LLC

  • $788 Million
  • Q1 2025
Stock Closed Quarter Shares Sold Price Range Trade History
ROLL
Rbc Bearings Inc

Industrials
Q4 2020 Filed on Feb 04, 2021
2,403
$115.67 - $182.81 $278K - $439K
XLV
Select Sector Spdr Fund Health

ETFs
Q4 2020 Filed on Feb 04, 2021
1,985
$101.66 - $113.44 $202K - $225K
MACK
Merrimack Pharmaceuticals Inc

Healthcare
Q4 2020 Filed on Feb 04, 2021
20,000
$3.69 - $8.31 $73.8K - $166K
NAD
Nuveen Quality Municipal Income Fund

Financial Services
Q4 2020 Filed on Feb 04, 2021
15,075
$14.38 - $15.37 $217K - $232K
Duff & Phelps Util Corp Bd T
Q4 2020 Filed on Feb 04, 2021
15,325
N/A
BB
Blackberry LTD

Technology
Q4 2020 Filed on Feb 04, 2021
25,000
$4.44 - $8.52 $111K - $213K
MIN
Mfs Intermediate Income Trust

Financial Services
Q4 2020 Filed on Feb 04, 2021
14,075
$3.72 - $3.83 $52.4K - $53.9K
ENB
Enbridge Inc

Energy
Q4 2020 Filed on Feb 04, 2021
7,786
$27.44 - $34.23 $214K - $267K
TLT
Ishares Barclays 20+ Year Trea

ETFs
Q4 2020 Filed on Feb 04, 2021
10,803
$155.16 - $163.36 $1.68M - $1.76M
GNE
Genie Energy Ltd.

Utilities
Q4 2020 Filed on Feb 04, 2021
45,000
$7.21 - $9.4 $324K - $423K
ET
Energy Transfer LP

Energy
Q4 2020 Filed on Feb 04, 2021
12,894
$5.11 - $7.01 $65.9K - $90.4K
DXJ
Wisdomtree Trust Japan Hedged

ETFs
Q4 2020 Filed on Feb 04, 2021
30,566
$47.75 - $54.6 $1.46M - $1.67M
EPD
Enterprise Products Partners L.P.

Energy
Q4 2020 Filed on Feb 04, 2021
18,126
$15.67 - $21.61 $284K - $392K
SHLX
Shell Midstream Partners, L.P.

Energy
Q4 2020 Filed on Feb 04, 2021
14,274
$8.17 - $11.29 $117K - $161K
ARES
Ares Management Corp

Financial Services
Q3 2020 Filed on Oct 29, 2020
7,850
$37.9 - $42.07 $298K - $330K
XLC
Select Sector Spdr Tr Communic

ETFs
Q3 2020 Filed on Oct 29, 2020
12,599
$55.2 - $65.14 $695K - $821K
SKYY
First Trust Cloud Computing Et

ETFs
Q3 2020 Filed on Oct 29, 2020
4,870
$74.09 - $85.47 $361K - $416K
IBB
Ishares Biotechnology ETF

ETFs
Q3 2020 Filed on Oct 29, 2020
1,598
$126.88 - $145.8 $203K - $233K
XLY
Select Sector Spdr Consumer Di

ETFs
Q3 2020 Filed on Oct 29, 2020
5,872
$129.0 - $153.76 $757K - $903K
XLF
Financial Sector Spdr

ETFs
Q3 2020 Filed on Oct 29, 2020
10,400
$22.68 - $25.49 $236K - $265K
VDC
Vanguard Consumer Staples ETF

ETFs
Q3 2020 Filed on Oct 29, 2020
2,180
$149.59 - $170.43 $326K - $372K
VIS
Vanguard Industrial ETF

ETFs
Q3 2020 Filed on Oct 29, 2020
2,914
$126.86 - $150.7 $370K - $439K
VGT
Vanguard Information Technolog

ETFs
Q3 2020 Filed on Oct 29, 2020
3,435
$279.37 - $338.36 $960K - $1.16M
ERC
Allspring Multi Sector Income Fund

Financial Services
Q3 2020 Filed on Oct 29, 2020
26,338
$10.74 - $11.72 $283K - $309K
AGG
Ishares Core U.S. Aggregate Bo

ETFs
Q3 2020 Filed on Oct 29, 2020
1,896
$117.95 - $119.63 $224K - $227K
BIO
Bio Rad Laboratories, Inc.

Healthcare
Q3 2020 Filed on Oct 29, 2020
487
$454.43 - $535.6 $221K - $261K
ADSK
Autodesk, Inc.

Technology
Q3 2020 Filed on Oct 29, 2020
868
$220.96 - $261.35 $192K - $227K
Proshares Tr
Q3 2020 Filed on Oct 29, 2020
17,000
N/A
Phillips 66 Partners LP
Q3 2020 Filed on Oct 29, 2020
9,700
N/A
GSK
Gsk PLC

Healthcare
Q3 2020 Filed on Oct 29, 2020
8,413
$38.11 - $42.99 $321K - $362K
CIM
Chimera Investment Corp

Real Estate
Q3 2020 Filed on Oct 29, 2020
14,652
$8.2 - $9.46 $120K - $139K
BA
Boeing CO

Industrials
Q2 2020 Filed on Aug 11, 2020
3,845
$120.0 - $230.5 $461K - $886K
Raytheon CO
Q2 2020 Filed on Aug 11, 2020
18,327
N/A
Tiffany & CO New
Q2 2020 Filed on Aug 11, 2020
4,360
N/A
BNDX
Vanguard Total International B

ETFs
Q2 2020 Filed on Aug 11, 2020
279,958
$56.12 - $57.76 $15.7M - $16.2M
United Technologies Corp
Q2 2020 Filed on Aug 11, 2020
3,308
N/A
SCHH
Schwab Strategic U.S. Reit ETF

ETFs
Q2 2020 Filed on Aug 11, 2020
113,864
$14.77 - $20.35 $1.68M - $2.32M
VNQ
Vanguard Specialized Funds Van

ETFs
Q2 2020 Filed on Aug 11, 2020
101,601
$64.53 - $86.79 $6.56M - $8.82M
MMP
Magellan Midstream Partners, L.P.

Energy
Q2 2020 Filed on Aug 11, 2020
6,376
$34.76 - $49.42 $222K - $315K
VRP
Invesco ETF Tr Ii Var Rate Pfd

ETFs
Q2 2020 Filed on Aug 11, 2020
208,453
$20.52 - $24.17 $4.28M - $5.04M
Aon PLC
Q2 2020 Filed on Aug 11, 2020
1,553
N/A
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
Q2 2020 Filed on Aug 11, 2020
9,313
$28.91 - $37.99 $269K - $354K
DAL
Delta Air Lines, Inc.

Industrials
Q2 2020 Filed on Aug 11, 2020
7,923
$19.19 - $36.97 $152K - $293K
PRFZ
Invesco Ftse Rafi Us 1500 Smal

ETFs
Q2 2020 Filed on Aug 11, 2020
2,671
$81.46 - $123.86 $218K - $331K
LYG
Lloyds Banking Group PLC

Financial Services
Q2 2020 Filed on Aug 11, 2020
28,034
$1.29 - $1.85 $36.2K - $51.9K
CHKP
Check Point Software Technologies LTD

Technology
Q1 2020 Filed on Apr 23, 2020
4,237
$82.05 - $119.28 $348K - $505K
CRMT
Americas Carmart Inc

Consumer Cyclical
Q1 2020 Filed on Apr 23, 2020
4,024
$38.5 - $129.7 $155K - $522K
FONR
Fonar Corp

Healthcare
Q1 2020 Filed on Apr 23, 2020
13,500
$11.21 - $21.54 $151K - $291K
DHI
Horton D R Inc

Consumer Cyclical
Q1 2020 Filed on Apr 23, 2020
8,844
$28.78 - $62.05 $255K - $549K
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