Lvw Advisors, LLC Portfolio Holdings
Lvw Advisors, LLC
- $788 Million
- Q1 2025
Lvw Advisors, LLC has filed its 13F form on April 09, 2025 for Q1 2025 where it was disclosed a total value porftolio of $788 Million distributed in 298 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 $97.6M, Ishares Currency Hedged Msci E with a value of $64M, Schwab Short Term Us Treasury with a value of $46.7M, Vanguard Russell 1000 Growth E with a value of $46.2M, and Ishares Barclays 0 5 Year Tips with a value of $41.2M.
Examining the 13F form we can see an decrease of $16.2M in the current position value, from $804M to 788M.
Below you can find more details about Lvw Advisors, LLC portfolio as well as his latest detailed transactions.
Portfolio value
$788 Million
ETFs: $494 Million
Technology: $79.5 Million
Financial Services: $53.8 Million
Healthcare: $31.2 Million
Industrials: $30.2 Million
Consumer Cyclical: $24.5 Million
Communication Services: $23.3 Million
Consumer Defensive: $22 Million
Other: $29.4 Million
Stock Holdings Table Companies Only
Summary
- Portfolio
- No. of Stocks 298
- Current Value $788 Million
- Prior Value $804 Million
- Filing
- Period Q1 2025
- Filing Date April 09, 2025
- Form Type 13F-HR
- Activity in Q1 2025
- New Purchases 20 stocks
- Additional Purchases 128 stocks
- Sold out of 0 stocks
- Reduced holdings in 129 stocks