Lvw Advisors, LLC Portfolio Holdings
Lvw Advisors, LLC
- $771 Million
- Q3 2024
Lvw Advisors, LLC has filed its 13F form on October 09, 2024 for Q3 2024 where it was disclosed a total value porftolio of $771 Million distributed in 309 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 $100M, Ishares Currency Hedged Msci E with a value of $59.8M, Vanguard Russell 1000 Growth E with a value of $45M, Ishares Barclays 0 5 Year Tips with a value of $35.9M, and Vanguard Growth ETF with a value of $32M.
Examining the 13F form we can see an increase of $96M in the current position value, from $675M to 771M.
Below you can find more details about Lvw Advisors, LLC portfolio as well as his latest detailed transactions.
Portfolio value
$771 Million
ETFs: $466 Million
Technology: $87.9 Million
Financial Services: $51.2 Million
Healthcare: $35.4 Million
Industrials: $33.9 Million
Consumer Cyclical: $26.8 Million
Communication Services: $22.9 Million
Consumer Defensive: $21.5 Million
Other: $25.8 Million
Stock Holdings Table Market Cap. of $50 Millions to $300 Millions
| Stock | Market Cap. | Holding Value (Reported) | # of Shares. | Last Trade | Trade History |
|---|
Summary
- Portfolio
- No. of Stocks 309
- Current Value $771 Million
- Prior Value $675 Million
- Filing
- Period Q3 2024
- Filing Date October 09, 2024
- Form Type 13F-HR
- Activity in Q3 2024
- New Purchases 26 stocks
- Additional Purchases 167 stocks
- Sold out of 0 stocks
- Reduced holdings in 100 stocks