Lvw Advisors, LLC Portfolio Holdings

Lvw Advisors, LLC

  • $862 Million
  • Q2 2025

Lvw Advisors, LLC has filed its 13F form on July 16, 2025 for Q2 2025 where it was disclosed a total value porftolio of $862 Million distributed in 329 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Schwab Strategic Tr Us Dividen with a value of $88.1M, Vanguard Ftse Developed Market with a value of $70.3M, Vanguard Russell 1000 Growth E with a value of $54.4M, Schwab Short Term Us Treasury with a value of $44.7M, and Ishares Barclays 0 5 Year Tips with a value of $40.3M.

Examining the 13F form we can see an increase of $73.8M in the current position value, from $788M to 862M.

Below you can find more details about Lvw Advisors, LLC portfolio as well as his latest detailed transactions.

Portfolio value $862 Million
ETFs: $523 Million
Technology: $98.7 Million
Financial Services: $59.2 Million
Industrials: $33.3 Million
Healthcare: $31.7 Million
Communication Services: $29.9 Million
Consumer Cyclical: $28.7 Million
Consumer Defensive: $24.7 Million
Other: $32.2 Million

Stock Holdings Table Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$3.69T
$26.1 Million 3.03% of portfolio
127,131
Q2 2025 Added 3.55%
$3.95T
$17 Million 1.98% of portfolio
34,228
Q2 2025 Added 12.41%
$456B
$13.8 Million 1.6% of portfolio
87,283
Q2 2025 Added 12.21%
$2.26T
$10.3 Million 1.2% of portfolio
46,969
Q2 2025 Added 8.53%
$127B
$8.52 Million 0.99% of portfolio
30,914
Q2 2025 Reduced 6.85%
$859B
$7.59 Million 0.88% of portfolio
26,183
Q2 2025 Reduced 2.16%
$551B
$7.51 Million 0.87% of portfolio
21,143
Q2 2025 Added 5.98%
$1.78T
$7.13 Million 0.83% of portfolio
9,655
Q2 2025 Added 1.15%
$1.24T
$7.04 Million 0.82% of portfolio
39,709
Q2 2025 Added 6.21%
$621B
$6.9 Million 0.8% of portfolio
14,198
Q2 2025 Added 0.45%
$1.21T
$5.67 Million 0.66% of portfolio
32,163
Q2 2025 Added 12.53%
$118B
$4.52 Million 0.52% of portfolio
77,161
Q2 2025 Added 7.31%
$548B
$4.42 Million 0.51% of portfolio
7,860
Q2 2025 Added 10.33%
$452B
$3.62 Million 0.42% of portfolio
23,727
Q2 2025 Added 15.07%
$351B
$3.5 Million 0.41% of portfolio
18,854
Q2 2025 Reduced 12.49%
$293B
$3.45 Million 0.4% of portfolio
49,760
Q2 2025 Added 3.7%
$261B
$3.29 Million 0.38% of portfolio
18,060
Q2 2025 Added 81.36%
$405B
$3.02 Million 0.35% of portfolio
8,248
Q2 2025 Added 1.26%
$48.7B
$2.86 Million 0.33% of portfolio
19,666
Q2 2025 Added 2.06%
$22.7B
$2.73 Million 0.32% of portfolio
12,233
Q2 2025 Added 10.14%
$545B
$2.65 Million 0.31% of portfolio
1,982
Q2 2025 Added 11.22%
$1.08T
$2.61 Million 0.3% of portfolio
8,212
Q2 2025 Added 22.7%
$367B
$2.5 Million 0.29% of portfolio
18,359
Q2 2025 Added 63.19%
$306B
$2.48 Million 0.29% of portfolio
35,004
Q2 2025 Added 11.74%
$95.8B
$2.45 Million 0.28% of portfolio
20,746
Q2 2025 Added 5.6%
$122B
$2.43 Million 0.28% of portfolio
27,889
Q2 2025 Added 13.37%
$608B
$2.42 Million 0.28% of portfolio
3,104
Q2 2025 Added 7.0%
$86.2B
$2.4 Million 0.28% of portfolio
8,219
Q2 2025 Reduced 12.68%
$202B
$2.34 Million 0.27% of portfolio
17,703
Q2 2025 Reduced 1.9%
$182B
$2.25 Million 0.26% of portfolio
4,260
Q2 2025 Added 24.49%
$281B
$2.22 Million 0.26% of portfolio
22,721
Q2 2025 Added 5.01%
$439B
$2.25 Million 0.26% of portfolio
2,274
Q2 2025 Added 8.8%
$182B
$2.16 Million 0.25% of portfolio
49,956
Q2 2025 Added 19.15%
$150B
$2.18 Million 0.25% of portfolio
19,678
Q2 2025 Added 7.3%
$68B
$2.18 Million 0.25% of portfolio
48,090
Q2 2025 Added 0.9%
$442B
$2.14 Million 0.25% of portfolio
19,886
Q2 2025 Added 7.53%
$222B
$2.09 Million 0.24% of portfolio
7,166
Q2 2025 Reduced 6.44%
$3.1B
$2.02 Million 0.23% of portfolio
125,762
Q4 2024 Reduced 1.12%
$102B
$1.99 Million 0.23% of portfolio
21,643
Q2 2025 Added 10.13%
$141B
$1.93 Million 0.22% of portfolio
54,019
Q2 2025 Added 48.91%
$302B
$1.88 Million 0.22% of portfolio
13,103
Q2 2025 Added 8.99%
$34.5B
$1.8 Million 0.21% of portfolio
17,262
Q2 2025 Added 3.09%
$57.5B
$1.77 Million 0.21% of portfolio
17,081
Q2 2025 Added 6.13%
$229B
$1.84 Million 0.21% of portfolio
13,539
Q2 2025 Added 19.39%
$152B
$1.7 Million 0.2% of portfolio
6,098
Q2 2025 Added 9.58%
$78.8B
$1.71 Million 0.2% of portfolio
6,330
Q2 2025 Added 44.65%
$152B
$1.75 Million 0.2% of portfolio
7,886
Q2 2025 Added 44.46%
$229B
$1.62 Million 0.19% of portfolio
11,112
Q2 2025 Reduced 0.29%
$95.3B
$1.6 Million 0.19% of portfolio
7,219
Q2 2025 Added 24.85%

Summary

  • Portfolio
  • No. of Stocks 329
  • Current Value $862 Million
  • Prior Value $788 Million
  • Filing
  • Period Q2 2025
  • Filing Date July 16, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 44 stocks
  • Additional Purchases 160 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 108 stocks
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