Lvw Advisors, LLC Portfolio Holdings

Lvw Advisors, LLC

  • $804 Million
  • Q4 2024

Lvw Advisors, LLC has filed its 13F form on January 16, 2025 for Q4 2024 where it was disclosed a total value porftolio of $804 Million distributed in 310 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 $98.3M, Ishares Currency Hedged Msci E with a value of $59.4M, Vanguard Russell 1000 Growth E with a value of $48.3M, Ishares Barclays 0 5 Year Tips with a value of $38.3M, and Vanguard Growth ETF with a value of $34.7M.

Examining the 13F form we can see an increase of $33.2M in the current position value, from $771M to 804M.

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

Portfolio value $804 Million
ETFs: $503 Million
Technology: $91.5 Million
Financial Services: $51.2 Million
Industrials: $31.1 Million
Healthcare: $30 Million
Consumer Cyclical: $27 Million
Communication Services: $24.9 Million
Consumer Defensive: $21.2 Million
Other: $23.9 Million

Stock Holdings Table Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$23.9B
$460,000 0.06% of portfolio
5,767
Q4 2024 Added 1.07%
$43.6B
$468,000 0.06% of portfolio
6,510
Q4 2024 Reduced 1.35%
$139B
$517,000 0.06% of portfolio
7,214
Q4 2024 Added 197.85%
$1.59B
$432,000 0.05% of portfolio
7,180
Q4 2024 Added 4.47%
$7.23B
$391,000 0.05% of portfolio
10,660
Q4 2024 Added 3.29%
$141B
$375,000 0.05% of portfolio
3,106
Q4 2024 Added 7.21%
$16.3B
$366,000 0.05% of portfolio
2,979
Q4 2024 Added 0.64%
$196B
$392,000 0.05% of portfolio
79
Q4 2024 Added 11.27%
$3.89B
$428,000 0.05% of portfolio
6,460
Q4 2024 Reduced 6.84%
$78.8B
$385,000 0.05% of portfolio
1,521
Q4 2024 Added 1.54%
$2.35B
$371,000 0.05% of portfolio
15,336
Q4 2024 Reduced 4.31%
$200B
$416,000 0.05% of portfolio
936
Q4 2024 Reduced 13.09%
$201B
$411,000 0.05% of portfolio
1,872
Q4 2024 Reduced 13.97%
$434B
$422,000 0.05% of portfolio
2,533
Q4 2024 Reduced 16.15%
$77.7B
$381,000 0.05% of portfolio
2,343
Q4 2024 Added 59.39%
$83.3B
$378,000 0.05% of portfolio
2,540
Q4 2024 Reduced 11.71%
$21.6B
$322,000 0.04% of portfolio
2,781
Q4 2024 Reduced 6.62%
$109B
$318,000 0.04% of portfolio
3,497
Q4 2024 Added 11.51%
$93.8B
$291,000 0.04% of portfolio
652
Q4 2024 New
$7.51B
$334,000 0.04% of portfolio
2,260
Q4 2024 Added 5.85%
$123B
$292,000 0.04% of portfolio
2,749
Q4 2024 Reduced 12.65%
$1.68B
$329,000 0.04% of portfolio
30,322
Q4 2024 Reduced 14.1%
$222B
$331,000 0.04% of portfolio
941
Q4 2024 Added 7.54%
$145B
$311,000 0.04% of portfolio
865
Q4 2024 Reduced 1.03%
$7.44B
$340,000 0.04% of portfolio
2,273
Q4 2024 Added 22.2%
$96.9B
$322,000 0.04% of portfolio
6,444
Q4 2024 Added 33.2%
$133B
$355,000 0.04% of portfolio
5,901
Q4 2024 Reduced 5.17%
$12.3B
$295,000 0.04% of portfolio
8,098
Q4 2024 New
$73.6B
$357,000 0.04% of portfolio
2,888
Q4 2024 Reduced 7.05%
$11.7B
$323,000 0.04% of portfolio
2,393
Q4 2024 Reduced 2.88%
$108B
$308,000 0.04% of portfolio
766
Q4 2024 Reduced 3.28%
$1.19B
$307,000 0.04% of portfolio
20,000
Q4 2024 New
$16.9B
$291,000 0.04% of portfolio
2,900
Q4 2024 Reduced 0.85%
$36.4B
$293,000 0.04% of portfolio
4,730
Q4 2024 Reduced 10.84%
$41.7B
$315,000 0.04% of portfolio
1,502
Q4 2024 Reduced 0.4%
$17.1B
$305,000 0.04% of portfolio
1,792
Q4 2024 Reduced 18.29%
$38.9B
$308,000 0.04% of portfolio
18,109
Q4 2024 Reduced 4.64%
$25.6B
$330,000 0.04% of portfolio
2,921
Q4 2024 Reduced 13.94%
$42.2B
$287,000 0.04% of portfolio
6,045
Q4 2024 Reduced 12.51%
$6.26B
$306,000 0.04% of portfolio
652
Q1 2024 Reduced 3.12%
$15.4B
$334,000 0.04% of portfolio
2,114
Q4 2024 Reduced 9.77%
$85.2B
$290,000 0.04% of portfolio
510
Q4 2024 Reduced 32.27%
$19.8B
$278,000 0.03% of portfolio
4,172
Q4 2024 Added 6.89%
$174B
$207,000 0.03% of portfolio
902
Q4 2024 Reduced 28.58%
$20.8B
$209,000 0.03% of portfolio
1,132
Q4 2024 Added 13.09%
$200B
$213,000 0.03% of portfolio
1,282
Q4 2024 New
$18.4B
$276,000 0.03% of portfolio
3,631
Q4 2024 Reduced 0.68%
$16.1B
$222,000 0.03% of portfolio
3,867
Q4 2024 Reduced 2.42%
$7.16B
$272,000 0.03% of portfolio
5,533
Q4 2024 Added 1.97%

Summary

  • Portfolio
  • No. of Stocks 310
  • Current Value $804 Million
  • Prior Value $771 Million
  • Filing
  • Period Q4 2024
  • Filing Date January 16, 2025
  • Form Type 13F-HR
  • Activity in Q4 2024
  • New Purchases 25 stocks
  • Additional Purchases 111 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 164 stocks
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