Lvw Advisors, LLC has filed its 13F form on July 15, 2024 for Q2 2024 where it was disclosed a total value porftolio of $675 Million distributed in 293 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 $91.5M, Ishares Currency Hedged Msci E with a value of $52.6M, Vanguard Russell 1000 Growth E with a value of $44.6M, Ishares Barclays 0 5 Year Tips with a value of $32.5M, and Vanguard Growth ETF with a value of $31.3M.
Examining the 13F form we can see an increase of $91.6M in the current position value, from $583M to 675M.
Below you can find more details about Lvw Advisors, LLC portfolio as well as his latest detailed transactions.
Portfolio value
$675 Million
ETFs: $398 Million
Technology: $83.3 Million
Financial Services: $45.6 Million
Healthcare: $33.3 Million
Industrials: $29.8 Million
Consumer Cyclical: $23 Million
Communication Services: $21.4 Million
Consumer Defensive: $19.1 Million
Other: $21.3 Million
Stock Holdings Table Market Cap. of $200 Billions or more