Lvw Advisors, LLC Portfolio Holdings
Lvw Advisors, LLC
- $862 Million
- Q2 2025
Lvw Advisors, LLC has filed its 13F form on July 16, 2025 for Q2 2025 where it was disclosed a total value porftolio of $862 Million distributed in 329 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 $88.1M, Vanguard Ftse Developed Market with a value of $70.3M, Vanguard Russell 1000 Growth E with a value of $54.4M, Schwab Short Term Us Treasury with a value of $44.7M, and Ishares Barclays 0 5 Year Tips with a value of $40.3M.
Examining the 13F form we can see an increase of $73.8M in the current position value, from $788M to 862M.
Below you can find more details about Lvw Advisors, LLC portfolio as well as his latest detailed transactions.
Stock Holdings Table Market Cap. of Under $50 Millions
Summary
- Portfolio
- No. of Stocks 329
- Current Value $862 Million
- Prior Value $788 Million
- Filing
- Period Q2 2025
- Filing Date July 16, 2025
- Form Type 13F-HR
- Activity in Q2 2025
- New Purchases 44 stocks
- Additional Purchases 160 stocks
- Sold out of 0 stocks
- Reduced holdings in 108 stocks