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 Market Cap. of $2 Billions to $10 Billions
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