Lvw Advisors, LLC Portfolio Holdings

Lvw Advisors, LLC

  • $788 Million
  • Q1 2025

Lvw Advisors, LLC has filed its 13F form on April 09, 2025 for Q1 2025 where it was disclosed a total value porftolio of $788 Million distributed in 298 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 $97.6M, Ishares Currency Hedged Msci E with a value of $64M, Schwab Short Term Us Treasury with a value of $46.7M, Vanguard Russell 1000 Growth E with a value of $46.2M, and Ishares Barclays 0 5 Year Tips with a value of $41.2M.

Examining the 13F form we can see an decrease of $16.2M in the current position value, from $804M to 788M.

Below you can find more details about Lvw Advisors, LLC portfolio as well as his latest detailed transactions.

Portfolio value $788 Million
ETFs: $494 Million
Technology: $79.5 Million
Financial Services: $53.8 Million
Healthcare: $31.2 Million
Industrials: $30.2 Million
Consumer Cyclical: $24.5 Million
Communication Services: $23.3 Million
Consumer Defensive: $22 Million
Other: $29.4 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$142B
$2.05 Million 0.26% of portfolio
18,340
Q1 2025 Reduced 2.57%
$300B
$2.01 Million 0.26% of portfolio
12,022
Q1 2025 Added 9.84%
$435B
$1.98 Million 0.25% of portfolio
2,090
Q1 2025 Added 4.5%
$0
$2 Million 0.25% of portfolio
14,240
Q1 2025 Added 3.2%
$0
$2.01 Million 0.25% of portfolio
10,007
Q1 2025 Reduced 16.58%
$263B
$1.9 Million 0.24% of portfolio
21,638
Q1 2025 Reduced 8.5%
$179B
$1.9 Million 0.24% of portfolio
41,928
Q1 2025 Reduced 7.71%
$0
$1.88 Million 0.24% of portfolio
3,356
Q1 2025 Added 0.18%
$32.9B
$1.82 Million 0.23% of portfolio
16,744
Q1 2025 Reduced 0.96%
$0
$1.83 Million 0.23% of portfolio
79,065
Q1 2025 Added 7.85%
$100B
$1.81 Million 0.23% of portfolio
19,653
Q1 2025 Added 5.85%
$159B
$1.73 Million 0.22% of portfolio
5,565
Q1 2025 Reduced 10.33%
$172B
$1.74 Million 0.22% of portfolio
3,422
Q1 2025 Added 7.37%
$0
$1.75 Million 0.22% of portfolio
6,407
Q1 2025 Added 2.63%
$934B
$1.73 Million 0.22% of portfolio
6,693
Q1 2025 Added 1.79%
$53.8B
$1.76 Million 0.22% of portfolio
16,095
Q1 2025 Added 7.85%
$21.3B
$1.69 Million 0.21% of portfolio
3,012
Q1 2025 Reduced 0.3%
$432B
$1.6 Million 0.2% of portfolio
2
Q1 2025 New
$0
$1.55 Million 0.2% of portfolio
12,181
Q1 2025 Reduced 12.91%
$276B
$1.58 Million 0.2% of portfolio
9,958
Q1 2025 Added 14.58%
$233B
$1.5 Million 0.19% of portfolio
11,340
Q1 2025 Reduced 0.87%
$215B
$1.48 Million 0.19% of portfolio
11,144
Q1 2025 Reduced 0.56%
$365B
$1.33 Million 0.17% of portfolio
4,964
Q1 2025 Reduced 26.28%
$0
$1.32 Million 0.17% of portfolio
22,172
Q1 2025 Reduced 15.93%
$157B
$1.34 Million 0.17% of portfolio
36,277
Q1 2025 Reduced 19.33%
$212B
$1.31 Million 0.17% of portfolio
14,559
Q1 2025 Added 39.01%
$90.9B
$1.28 Million 0.16% of portfolio
2,107
Q1 2025 Added 7.01%
$219B
$1.25 Million 0.16% of portfolio
16,960
Q1 2025 Added 6.25%
$44.4B
$1.26 Million 0.16% of portfolio
8,853
Q1 2025 Reduced 2.55%
$103B
$1.26 Million 0.16% of portfolio
5,782
Q1 2025 Added 110.64%
$89.7B
$1.25 Million 0.16% of portfolio
2,933
Q4 2024 Reduced 0.54%
$30.4B
$1.28 Million 0.16% of portfolio
3,919
Q1 2025 Reduced 6.04%
$140B
$1.27 Million 0.16% of portfolio
5,459
Q1 2025 Added 31.7%
$373B
$1.27 Million 0.16% of portfolio
7,435
Q1 2025 Reduced 5.11%
$79.2B
$1.27 Million 0.16% of portfolio
7,233
Q1 2025 Reduced 7.62%
$1.2T
$1.15 Million 0.15% of portfolio
6,950
Q1 2025 Reduced 6.21%
$173B
$1.19 Million 0.15% of portfolio
17,362
Q1 2025 Added 19.18%
$0
$1.15 Million 0.15% of portfolio
18,344
Q1 2025 Reduced 77.83%
$376B
$1.22 Million 0.15% of portfolio
29,129
Q1 2025 Reduced 7.77%
$75.2B
$1.15 Million 0.15% of portfolio
13,654
Q1 2025 Reduced 1.71%
$76.4B
$1.11 Million 0.14% of portfolio
4,376
Q1 2025 Added 55.45%
$92B
$1.09 Million 0.14% of portfolio
2,341
Q1 2025 Added 3.72%
$18.5B
$1.11 Million 0.14% of portfolio
15,656
Q1 2025 Reduced 5.54%
$0
$992,000 0.13% of portfolio
27,221
Q1 2025 Reduced 21.77%
$157B
$1.06 Million 0.13% of portfolio
15,298
Q1 2025 Added 8.09%
$0
$1.04 Million 0.13% of portfolio
20,952
Q1 2025 Reduced 17.66%
$36.9B
$1.06 Million 0.13% of portfolio
4,372
Q1 2025 Added 10.1%
$0
$1.05 Million 0.13% of portfolio
10,448
Q1 2025 Reduced 71.57%
$71.4B
$1.01 Million 0.13% of portfolio
7,867
Q1 2025 Reduced 1.38%

Summary

  • Portfolio
  • No. of Stocks 298
  • Current Value $788 Million
  • Prior Value $804 Million
  • Filing
  • Period Q1 2025
  • Filing Date April 09, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 20 stocks
  • Additional Purchases 128 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 129 stocks
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