Lvw Advisors, LLC Purchases in Q4 2025

Lvw Advisors, LLC

  • $908 Million
  • Q4 2025
Stock Shares change Price Range Shares Held Trade History
SPLG
Spdr Portfolio S&P 500 ETF (Ma

ETFs
139K
+ 47.25%
$76.84 - $80.86 $10.7M - $11.3M
434K $34.3M
JPM
Jpmorgan Chase & CO

Financial Services
16.8K
+ 62.1%
$294.11 - $320.41 $4.94M - $5.38M
43.9K $13.2M
AAPL
Apple Inc.

Technology
4.71K
+ 3.47%
$245.27 - $275.25 $1.16M - $1.3M
141K $37.6M
NOW
Service Now, Inc.

Technology
3.29K
+ 517.45%
$835.79 - $946.29 $2.75M - $3.11M
3.93K $3.28M
SCHO
Schwab Short Term Us Treasury

ETFs
90.2K
+ 4.55%
$24.31 - $24.46 $2.19M - $2.21M
2.07M $50.5M
BIV
Vanguard Bd Index Fd Inc Inter

ETFs
21.1K
+ 4.93%
$77.73 - $78.84 $1.64M - $1.66M
449K $35M
CGGO
Capital Group Global Growth Eq

ETFs
39.3K
+ 3.82%
$33.63 - $35.51 $1.32M - $1.39M
1.07M $36.5M
AMGN
Amgen Inc

Healthcare
2.8K
+ 44.23%
$290.13 - $341.71 $812K - $956K
9.12K $3.12M
GOOGL
Alphabet Inc.

Communication Services
333
+ 1.08%
$236.57 - $291.31 $78.8K - $97K
31.3K $8.64M
LLY
Eli Lilly & CO

Healthcare
167
+ 5.08%
$799.57 - $1025.28 $134K - $171K
3.46K $3.53M
IWP
Ishares Russell Mid Cap Growth

ETFs
5.22K
New
$136.84 - $145.3 $714K - $758K
5.22K $713K
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
1.06K
+ 15.93%
$600.51 - $631.95 $634K - $667K
7.69K $4.75M
MRK
Merck & Co., Inc.

Healthcare
5.24K
+ 26.82%
$82.49 - $92.93 $432K - $487K
24.8K $2.3M
IGSB
Ishares Trust Ishares 1 5 Year

ETFs
11.8K
New
$52.76 - $53.18 $621K - $626K
11.8K $621K
C
Citigroup Inc

Financial Services
6.22K
+ 268.42%
$93.93 - $102.87 $584K - $640K
8.54K $838K
EFG
Msci Eafe Growth ETF

ETFs
4.99K
+ 52.72%
$112.91 - $117.61 $564K - $587K
14.5K $1.66M
GILD
Gilead Sciences, Inc.

Healthcare
1.87K
+ 9.38%
$110.56 - $125.2 $207K - $234K
21.8K $2.71M
STIP
Ishares Barclays 0 5 Year Tips

ETFs
6.52K
+ 1.62%
$102.72 - $103.6 $670K - $675K
408K $42M
SCHZ
Schwab Us Aggregate Bond ETF

ETFs
20.4K
+ 22.99%
$23.37 - $23.7 $476K - $483K
109K $2.55M
NEE
Nextera Energy Inc

Utilities
3.08K
+ 18.9%
$78.18 - $86.03 $241K - $265K
19.4K $1.66M
UNH
Unitedhealth Group Inc

Healthcare
1.48K
+ 82.83%
$320.52 - $369.92 $473K - $546K
3.26K $1.04M
JNJ
Johnson & Johnson

Healthcare
402
+ 1.66%
$185.98 - $199.58 $74.8K - $80.2K
24.6K $4.91M
AGG
Ishares Core U.S. Aggregate Bo

ETFs
3.95K
New
$99.87 - $101.27 $394K - $400K
3.95K $395K
NEAR
Blackrock Short Maturity Bond

ETFs
7.67K
+ 12.99%
$51.08 - $51.37 $392K - $394K
66.7K $3.41M
VALE
Vale S.A.

Basic Materials
27.9K
New
$10.75 - $12.48 $300K - $349K
27.9K $340K
BND
Vanguard Bd Index Fd Inc Total

ETFs
5.09K
+ 2.74%
$74.09 - $75.1 $377K - $383K
191K $14.2M
BSV
Vanguard Bd Index Fd Inc Short

ETFs
4.21K
New
$78.65 - $79.19 $331K - $334K
4.21K $331K
ODFL
Old Dominion Freight Line, Inc.

Industrials
2.69K
+ 76.64%
$132.29 - $144.78 $355K - $389K
6.19K $819K
PLD
Prologis, Inc.

Real Estate
1.63K
+ 15.27%
$111.23 - $127.18 $181K - $207K
12.3K $1.52M
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
7.21K
+ 4.03%
$23.02 - $24.23 $166K - $175K
186K $4.45M
ISRG
Intuitive Surgical Inc

Healthcare
235
+ 14.62%
$429.59 - $576.2 $101K - $135K
1.84K $1.01M
AMD
Advanced Micro Devices Inc

Technology
312
+ 11.65%
$164.01 - $264.33 $51.2K - $82.5K
2.99K $719K
EMXC
Ishares Inc Msci Emerging Mkts

ETFs
372
+ 0.62%
$67.07 - $73.01 $25K - $27.2K
60.5K $4.34M
EQNR
Equinor Asa

Energy
10.7K
New
$22.89 - $25.39 $245K - $272K
10.7K $260K
VRTX
Vertex Pharmaceuticals Inc

Healthcare
503
+ 51.8%
$402.9 - $437.15 $203K - $220K
1.47K $639K
HSBC
Hsbc Holdings PLC

Financial Services
3.4K
New
$65.67 - $73.49 $223K - $250K
3.4K $242K
XOM
Exxon Mobil Corp

Energy
1.21K
+ 6.19%
$110.64 - $119.78 $134K - $145K
20.8K $2.44M
VRSK
Verisk Analytics, Inc.

Industrials
1.09K
New
$208.0 - $249.55 $228K - $273K
1.09K $236K
BAC
Bank Of America Corp

Financial Services
4.57K
+ 17.71%
$48.65 - $54.11 $222K - $247K
30.3K $1.56M
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
4.51K
+ 20.11%
$49.98 - $50.59 $225K - $228K
26.9K $1.35M
AAXJ
Ishares Msci All Country Asia

ETFs
2.37K
New
$89.0 - $96.2 $211K - $228K
2.37K $222K
SYF
Synchrony Financial

Financial Services
3.05K
New
$68.02 - $75.49 $207K - $230K
3.05K $222K
REMX
Vaneck ETF Tr Rare Earth/Strat

ETFs
3.13K
New
$63.56 - $79.72 $199K - $250K
3.13K $220K
ORCC
Owl Rock Capital Corp

Financial Services
16.4K
New
N/A
16.4K $220K
SLB
Schlumberger Limited

Energy
5.75K
New
$31.72 - $37.61 $182K - $216K
5.75K $212K
BA
Boeing CO

Industrials
1.09K
New
$191.81 - $225.32 $210K - $247K
1.09K $209K
GS
Goldman Sachs Group Inc

Financial Services
293
+ 29.9%
$744.6 - $838.97 $218K - $246K
1.27K $987K
SUSC
Ishares Tr Esg Aware Usd Corpo

ETFs
8.83K
New
$23.38 - $23.82 $206K - $210K
8.83K $206K
ITW
Illinois Tool Works Inc

Industrials
836
New
$242.03 - $260.73 $202K - $218K
836 $203K
Activity Summary
Buys All Purchases 149 New Holdings 27 Increased Positions 122 Sells All Sells 167 Reductions 167 Sold out 0 Options Calls 0 Puts 0
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