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.

Portfolio value $862 Million
ETFs: $523 Million
Technology: $98.7 Million
Financial Services: $59.2 Million
Industrials: $33.3 Million
Healthcare: $31.7 Million
Communication Services: $29.9 Million
Consumer Cyclical: $28.7 Million
Consumer Defensive: $24.7 Million
Other: $32.2 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$281B
$2.22 Million 0.26% of portfolio
22,721
Q2 2025 Added 5.01%
$439B
$2.25 Million 0.26% of portfolio
2,274
Q2 2025 Added 8.8%
$182B
$2.16 Million 0.25% of portfolio
49,956
Q2 2025 Added 19.15%
$150B
$2.18 Million 0.25% of portfolio
19,678
Q2 2025 Added 7.3%
$68B
$2.18 Million 0.25% of portfolio
48,090
Q2 2025 Added 0.9%
$442B
$2.14 Million 0.25% of portfolio
19,886
Q2 2025 Added 7.53%
$0
$2.09 Million 0.24% of portfolio
3,376
Q2 2025 Added 0.6%
$222B
$2.09 Million 0.24% of portfolio
7,166
Q2 2025 Reduced 6.44%
$3.1B
$2.02 Million 0.23% of portfolio
125,762
Q4 2024 Reduced 1.12%
$102B
$1.99 Million 0.23% of portfolio
21,643
Q2 2025 Added 10.13%
$141B
$1.93 Million 0.22% of portfolio
54,019
Q2 2025 Added 48.91%
$302B
$1.88 Million 0.22% of portfolio
13,103
Q2 2025 Added 8.99%
$0
$1.89 Million 0.22% of portfolio
81,624
Q2 2025 Added 3.24%
$0
$1.84 Million 0.21% of portfolio
72,640
Q2 2025 Reduced 24.36%
$34.5B
$1.8 Million 0.21% of portfolio
17,262
Q2 2025 Added 3.09%
$57.5B
$1.77 Million 0.21% of portfolio
17,081
Q2 2025 Added 6.13%
$0
$1.74 Million 0.2% of portfolio
8,076
Q2 2025 Reduced 19.3%
$152B
$1.7 Million 0.2% of portfolio
6,098
Q2 2025 Added 9.58%
$78.8B
$1.71 Million 0.2% of portfolio
6,330
Q2 2025 Added 44.65%
$152B
$1.75 Million 0.2% of portfolio
7,886
Q2 2025 Added 44.46%
$229B
$1.62 Million 0.19% of portfolio
11,112
Q2 2025 Reduced 0.29%
$95.3B
$1.6 Million 0.19% of portfolio
7,219
Q2 2025 Added 24.85%
$96.6B
$1.59 Million 0.18% of portfolio
2,281
Q2 2025 Added 8.26%
$1.27T
$1.48 Million 0.17% of portfolio
6,534
Q2 2025 Reduced 5.99%
$423B
$1.46 Million 0.17% of portfolio
2
Q1 2025 New
$81.5B
$1.43 Million 0.17% of portfolio
2,909
Q2 2025 Reduced 0.82%
$203B
$1.5 Million 0.17% of portfolio
18,917
Q2 2025 Added 29.93%
$323B
$1.38 Million 0.16% of portfolio
4,524
Q2 2025 Reduced 8.86%
$0
$1.4 Million 0.16% of portfolio
22,093
Q2 2025 Reduced 0.36%
$29.8B
$1.39 Million 0.16% of portfolio
3,705
Q2 2025 Reduced 5.46%
$112B
$1.39 Million 0.16% of portfolio
3,639
Q2 2025 Added 21.87%
$31.7B
$1.39 Million 0.16% of portfolio
42,553
Q2 2025 Added 42.99%
$45.1B
$1.33 Million 0.15% of portfolio
10,327
Q2 2025 Added 16.65%
$40.5B
$1.27 Million 0.15% of portfolio
5,226
Q2 2025 Added 19.53%
$0
$1.23 Million 0.14% of portfolio
9,200
Q2 2025 Reduced 24.47%
$94.5B
$1.23 Million 0.14% of portfolio
2,462
Q2 2025 Added 5.17%
$23.7B
$1.23 Million 0.14% of portfolio
18,199
Q2 2025 Added 40.22%
$83.7B
$1.22 Million 0.14% of portfolio
13,366
Q2 2025 Reduced 2.11%
$20.9B
$1.2 Million 0.14% of portfolio
2,092
Q2 2025 Reduced 30.54%
$0
$1.11 Million 0.13% of portfolio
9,875
Q2 2025 Reduced 5.48%
$153B
$1.11 Million 0.13% of portfolio
2,179
Q2 2025 Reduced 1.89%
$233B
$1.12 Million 0.13% of portfolio
15,971
Q2 2025 Reduced 5.83%
$368B
$1.11 Million 0.13% of portfolio
6,953
Q2 2025 Reduced 6.48%
$77.3B
$1.14 Million 0.13% of portfolio
6,091
Q2 2025 Reduced 15.79%
$381B
$1.16 Million 0.13% of portfolio
24,470
Q2 2025 Reduced 15.99%
$182B
$1.05 Million 0.12% of portfolio
11,206
Q2 2025 Added 21.69%
$59.7B
$1.03 Million 0.12% of portfolio
35,064
Q2 2025 Added 54.11%
$18.6B
$1.05 Million 0.12% of portfolio
14,260
Q2 2025 Reduced 8.92%
$0
$994,000 0.12% of portfolio
24,845
Q2 2025 Reduced 8.73%

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
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