Lvw Advisors, LLC Purchases in Q1 2025

Lvw Advisors, LLC

  • $788 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
CALX
Calix, Inc

Technology
6.37K
New
$29.4 - $42.17 $187K - $268K
6.37K $223K
AFL
Aflac Inc

Financial Services
1.95K
New
$100.99 - $111.19 $197K - $217K
1.95K $216K
WPC
W. P. Carey Inc.

Real Estate
3.41K
New
$53.5 - $65.05 $182K - $222K
3.41K $214K
GLD
Spdr Gold Trust

ETFs
736
New
$243.19 - $288.14 $179K - $212K
736 $212K
SCHW
Schwab Charles Corp

Financial Services
2.67K
New
$71.24 - $83.64 $190K - $223K
2.67K $209K
NFLX
Netflix Inc

Communication Services
152
+ 9.33%
$828.4 - $1058.6 $126K - $161K
1.78K $1.66M
EQR
Equity Residential

Real Estate
2.89K
+ 28.62%
$66.98 - $75.02 $193K - $217K
13K $929K
ABNB
Airbnb, Inc.

Consumer Cyclical
1.7K
New
$119.38 - $161.42 $203K - $275K
1.7K $203K
AZN
Astrazeneca PLC

Healthcare
998
+ 6.25%
$65.37 - $77.96 $65.2K - $77.8K
17K $1.25M
TTE
Total Energies Se

Energy
2.79K
+ 19.18%
N/A
17.4K $1.19M
LLY
Eli Lilly & CO

Healthcare
11
+ 0.38%
$725.72 - $929.72 $7.98K - $10.2K
2.9K $2.4M
SCHZ
Schwab Us Aggregate Bond ETF

ETFs
5.76K
+ 7.85%
$22.46 - $23.26 $129K - $134K
79.1K $1.83M
HCA
Hca Healthcare, Inc.

Healthcare
94
+ 3.25%
$296.7 - $345.55 $27.9K - $32.5K
2.99K $1.03M
BR
Broadridge Financial Solutions, Inc.

Technology
401
+ 10.1%
$221.46 - $244.83 $88.8K - $98.2K
4.37K $1.06M
BP
Bp PLC

Energy
3.6K
+ 45.99%
$29.93 - $35.31 $108K - $127K
11.4K $385K
SPGI
S&P Global Inc.

Financial Services
235
+ 7.37%
$478.26 - $543.77 $112K - $128K
3.42K $1.74M
CSCO
Cisco Systems, Inc.

Technology
482
+ 1.01%
$58.74 - $64.87 $28.3K - $31.3K
48K $2.96M
BUD
Anheuser Busch In Bev Sa

Consumer Defensive
1.17K
+ 18.17%
$46.15 - $63.53 $54K - $74.4K
7.62K $468K
INTU
Intuit Inc

Technology
249
+ 56.21%
$555.63 - $630.23 $138K - $157K
692 $424K
COST
Costco Wholesale Corp

Consumer Defensive
90
+ 4.5%
$890.62 - $1076.86 $80.2K - $96.9K
2.09K $1.98M
ED
Consolidated Edison Inc

Utilities
282
+ 5.47%
$88.0 - $110.59 $24.8K - $31.2K
5.44K $601K
GE
General Electric CO

Industrials
452
+ 35.26%
$168.59 - $212.13 $76.2K - $95.9K
1.73K $347K
IBM
International Business Machines Corp

Technology
307
+ 16.4%
$217.4 - $264.74 $66.7K - $81.3K
2.18K $541K
CNI
Canadian National Railway CO

Industrials
1.4K
+ 53.26%
$95.46 - $106.79 $133K - $149K
4.01K $391K
ETR
Entergy Corp

Utilities
648
+ 9.23%
$75.26 - $87.89 $48.8K - $57K
7.67K $655K
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
505
+ 9.52%
$507.05 - $563.67 $256K - $285K
5.81K $2.97M
HIG
Hartford Financial Services Group, Inc.

Financial Services
235
+ 5.06%
$106.31 - $123.73 $25K - $29.1K
4.88K $603K
CHE
Chemed Corp

Healthcare
4
+ 0.41%
$521.84 - $615.32 $2.09K - $2.46K
974 $599K
VRTX
Vertex Pharmaceuticals Inc

Healthcare
28
+ 3.66%
$402.49 - $513.76 $11.3K - $14.4K
794 $384K
NKE
Nike, Inc.

Consumer Cyclical
1.73K
+ 57.43%
$63.29 - $81.72 $109K - $141K
4.74K $300K
RELX
Relx PLC

Communication Services
122
+ 0.94%
$45.34 - $51.91 $5.53K - $6.33K
13.1K $657K
KMI
Kinder Morgan, Inc.

Energy
1.58K
+ 7.47%
$26.1 - $31.22 $41.3K - $49.4K
22.8K $649K
MCK
Mckesson Corp

Healthcare
18
+ 3.53%
$566.21 - $672.99 $10.2K - $12.1K
528 $355K
BTI
British American Tobacco P.L.C.

Consumer Defensive
685
+ 9.81%
$35.35 - $42.74 $24.2K - $29.3K
7.67K $317K
ARQT
Arcutis Biotherapeutics, Inc.

Healthcare
2.53K
+ 21.2%
$11.4 - $17.29 $28.8K - $43.7K
14.5K $227K
LYB
Lyondell Basell Industries N.V.

Basic Materials
1.05K
+ 30.6%
$69.82 - $78.67 $73.1K - $82.4K
4.47K $314K
COP
Conocophillips

Energy
410
+ 19.79%
$88.6 - $105.85 $36.3K - $43.4K
2.48K $260K
PGR
Progressive Corp

Financial Services
36
+ 3.79%
$235.61 - $291.22 $8.48K - $10.5K
986 $279K
ADBE
Adobe Inc.

Technology
278
+ 29.7%
$377.84 - $464.11 $105K - $129K
1.21K $465K
ADP
Automatic Data Processing Inc

Industrials
83
+ 5.25%
$286.85 - $318.64 $23.8K - $26.4K
1.66K $508K
VB
Vanguard Small Cap ETF

ETFs
296
+ 28.03%
$217.89 - $252.64 $64.5K - $74.8K
1.35K $299K
QQQ
Invesco Qqq Trust, Series 1

ETFs
140
+ 22.76%
$468.34 - $539.52 $65.6K - $75.5K
755 $354K
KLAC
Kla Corp

Technology
28
+ 7.18%
$636.62 - $777.63 $17.8K - $21.8K
418 $284K
CMS
Cms Energy Corp

Utilities
25
+ 0.6%
$64.99 - $75.11 $1.62K - $1.88K
4.2K $315K
DASH
Door Dash, Inc.

Communication Services
86
+ 6.1%
$168.37 - $213.38 $14.5K - $18.4K
1.5K $273K
QCOM
Qualcomm Inc

Technology
218
+ 11.91%
$151.94 - $175.86 $33.1K - $38.3K
2.05K $314K
TJX
Tjx Companies Inc

Consumer Cyclical
232
+ 7.47%
$112.81 - $126.16 $26.2K - $29.3K
3.34K $406K
EMR
Emerson Electric CO

Industrials
659
+ 22.82%
$108.64 - $131.17 $71.6K - $86.4K
3.55K $388K
SBUX
Starbucks Corp

Consumer Cyclical
48
+ 1.37%
$91.75 - $115.81 $4.4K - $5.56K
3.55K $346K
Activity Summary
Buys All Purchases 148 New Holdings 20 Increased Positions 128 Sells All Sells 129 Reductions 129 Sold out 0 Options Calls 0 Puts 0
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