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
$48.4B
$999,000 0.12% of portfolio
961
Q2 2025 Added 114.99%
$241B
$1.04 Million 0.12% of portfolio
3,264
Q2 2025 Added 8.58%
$0
$1.03 Million 0.12% of portfolio
20,929
Q2 2025 Reduced 0.11%
$14B
$1.04 Million 0.12% of portfolio
19,264
Q2 2025 Reduced 8.42%
$405B
$1.01 Million 0.12% of portfolio
1,261
Q2 2025 Reduced 4.11%
$6.34B
$996,000 0.12% of portfolio
17,982
Q2 2025 Added 187.48%
$0
$1.06 Million 0.12% of portfolio
3,490
Q2 2025 Reduced 45.53%
$39.5B
$923,000 0.11% of portfolio
3,580
Q2 2025 Added 33.98%
$154B
$943,000 0.11% of portfolio
1,736
Q2 2025 Added 12.07%
$61.3B
$927,000 0.11% of portfolio
3,465
Q2 2025 Added 25.95%
$247B
$958,000 0.11% of portfolio
3,251
Q2 2025 Added 49.2%
$67.1B
$916,000 0.11% of portfolio
5,876
Q2 2025 Added 43.7%
$65.1B
$935,000 0.11% of portfolio
10,292
Q2 2025 Added 103.08%
$42.6B
$975,000 0.11% of portfolio
1,691
Q2 2025 Added 8.19%
$15.4B
$912,000 0.11% of portfolio
5,623
Q2 2025 Added 26.47%
$167B
$927,000 0.11% of portfolio
13,364
Q2 2025 Added 20.33%
$15.6B
$869,000 0.1% of portfolio
6,031
Q2 2025 Added 18.02%
$271B
$858,000 0.1% of portfolio
6,093
Q2 2025 Reduced 32.18%
$27.6B
$862,000 0.1% of portfolio
15,281
Q2 2025 Reduced 4.48%
$200B
$834,000 0.1% of portfolio
6,733
Q2 2025 Added 12.12%
$62.9B
$834,000 0.1% of portfolio
6,974
Q2 2025 Reduced 11.35%
$11.9B
$734,000 0.09% of portfolio
1,664
Q2 2025 Reduced 8.72%
$182B
$809,000 0.09% of portfolio
1,028
Q2 2025 Added 48.55%
$62.1B
$735,000 0.09% of portfolio
9,145
Q2 2025 Reduced 14.68%
$6.72B
$796,000 0.09% of portfolio
5,158
Q2 2025 Reduced 7.43%
$17.7B
$799,000 0.09% of portfolio
2,929
Q2 2025 Added 34.36%
$26.5B
$781,000 0.09% of portfolio
1,526
Q2 2025 Added 13.04%
$42.1B
$752,000 0.09% of portfolio
8,943
Q2 2025 Added 6.0%
$28.1B
$816,000 0.09% of portfolio
3,149
Q2 2025 Reduced 7.84%
$76.2B
$779,000 0.09% of portfolio
5,843
Q2 2025 Added 64.73%
$173B
$771,000 0.09% of portfolio
11,248
Q2 2025 Reduced 35.21%
$19.9B
$801,000 0.09% of portfolio
9,637
Q2 2025 Added 25.63%
$83.7B
$683,000 0.08% of portfolio
4,490
Q2 2025 Reduced 0.55%
$21.3B
$714,000 0.08% of portfolio
3,042
Q2 2025 Added 57.21%
$15.2B
$668,000 0.08% of portfolio
2,167
Q2 2025 Reduced 8.57%
$0
$696,000 0.08% of portfolio
18,359
Q2 2025 Reduced 98.95%
$246B
$677,000 0.08% of portfolio
2,484
Q2 2025 Added 3.63%
$8.3B
$725,000 0.08% of portfolio
19,841
Q2 2025 Reduced 8.22%
$0
$696,000 0.08% of portfolio
10,091
Q2 2025 Reduced 44.99%
$86.7B
$727,000 0.08% of portfolio
13,380
Q2 2025 Added 2.51%
$15.3B
$716,000 0.08% of portfolio
11,133
Q2 2025 Reduced 18.26%
$13.3B
$664,000 0.08% of portfolio
3,100
Q2 2025 Reduced 8.31%
$844B
$650,000 0.08% of portfolio
2,975
Q2 2025 Added 22.03%
$259B
$719,000 0.08% of portfolio
1,017
Q2 2025 Reduced 8.3%
$129B
$678,000 0.08% of portfolio
1,466
Q2 2025 Added 29.96%
$11.5B
$669,000 0.08% of portfolio
2,297
Q2 2025 Reduced 9.25%
$0
$677,000 0.08% of portfolio
13,366
Q2 2025 New
$40.9B
$687,000 0.08% of portfolio
5,415
Q2 2025 Added 11.01%
$43.8B
$670,000 0.08% of portfolio
9,000
Q2 2025 New

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
Track This Portfolio

Track Lvw Advisors, LLC Portfolio

Follow Lvw Advisors, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Lvw Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Lvw Advisors, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email