Lvw Advisors, LLC Purchases in Q4 2025

Lvw Advisors, LLC

  • $908 Million
  • Q4 2025
Stock Shares change Price Range Shares Held Trade History
NYF
Ishares New York Muni Bond ETF

ETFs
3.78K
New
$53.26 - $53.83 $201K - $204K
3.78K $202K
NEM
Newmont Corp

Basic Materials
2.33K
New
$78.63 - $98.27 $183K - $229K
2.33K $202K
VCSH
Vanguard Sht Term Corp Bd ETF

ETFs
2.52K
+ 96.85%
$79.55 - $80.13 $200K - $202K
5.12K $407K
BXMT
Blackstone Mortgage Trust, Inc.

Real Estate
10.8K
New
$17.81 - $18.82 $192K - $203K
10.8K $199K
IJR
Ishares Core S&P Sm Cap ETF

ETFs
3.58K
+ 3.15%
$114.27 - $121.15 $409K - $433K
117K $13.7M
ABNB
Airbnb, Inc.

Consumer Cyclical
1.56K
New
$117.6 - $129.07 $184K - $201K
1.56K $183K
NDAQ
Nasdaq, Inc.

Financial Services
2.06K
New
$85.42 - $91.4 $176K - $188K
2.06K $179K
MCD
Mcdonalds Corp

Consumer Cyclical
543
+ 7.8%
$293.81 - $310.11 $160K - $168K
7.51K $2.29M
CL
Colgate Palmolive CO

Consumer Defensive
2.23K
+ 29.55%
$74.98 - $79.86 $167K - $178K
9.78K $770K
ACN
Accenture PLC

Technology
709
+ 80.57%
$234.02 - $253.35 $166K - $180K
1.59K $383K
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
2.7K
+ 29.2%
$52.54 - $55.77 $142K - $150K
11.9K $654K
PFE
Pfizer Inc

Healthcare
6.3K
+ 54.12%
$24.23 - $27.37 $153K - $172K
17.9K $449K
TMO
Thermo Fisher Scientific Inc.

Healthcare
160
+ 21.77%
$524.58 - $588.02 $83.9K - $94.1K
895 $507K
WFC
Wells Fargo & Company

Financial Services
1.77K
+ 20.24%
$77.62 - $87.3 $137K - $154K
10.5K $875K
CB
Chubb LTD

Financial Services
2
+ 0.02%
$268.2 - $296.22 $536 - $592
10.5K $3.12M
CTVA
Corteva, Inc.

Basic Materials
2.38K
+ 21.67%
$61.0 - $66.48 $145K - $158K
13.3K $880K
SONY
Sony Group Corp

Technology
4.01K
+ 22.34%
$27.71 - $30.26 $111K - $121K
22K $639K
BMY
Bristol Myers Squibb CO

Healthcare
2.17K
+ 30.81%
$42.6 - $49.08 $92.6K - $107K
9.23K $432K
SUB
Ishares Short Term National Mu

ETFs
1.55K
+ 0.72%
$106.22 - $106.81 $164K - $165K
218K $23.2M
NTRA
Natera, Inc.

Healthcare
229
+ 18.26%
$160.21 - $209.5 $36.7K - $48K
1.48K $302K
PTON
Peloton Interactive, Inc.

Consumer Cyclical
13.4K
New
$6.71 - $8.68 $90.1K - $117K
13.4K $100K
CRWD
Crowd Strike Holdings, Inc.

Technology
91
+ 9.82%
$482.23 - $557.53 $43.9K - $50.7K
1.02K $547K
IWD
Ishares Russell 1000 Val ETF

ETFs
445
+ 27.81%
$199.44 - $208.01 $88.8K - $92.6K
2.05K $418K
PANW
Palo Alto Networks Inc

Technology
433
+ 36.08%
$204.77 - $221.38 $88.7K - $95.9K
1.63K $335K
MCO
Moodys Corp

Financial Services
163
+ 6.67%
$468.56 - $495.08 $76.4K - $80.7K
2.61K $1.25M
RF
Regions Financial Corp

Financial Services
4.07K
+ 28.39%
$23.35 - $26.39 $95K - $107K
18.4K $459K
APH
Amphenol Corp

Technology
249
+ 5.59%
$121.7 - $143.85 $30.3K - $35.8K
4.7K $628K
ESS
Essex Property Trust, Inc.

Real Estate
274
+ 14.35%
N/A
2.18K $595K
ED
Consolidated Edison Inc

Utilities
677
+ 15.68%
$96.11 - $102.39 $65.1K - $69.3K
4.99K $507K
PHM
Pultegroup Inc

Consumer Cyclical
925
+ 35.21%
$118.23 - $137.61 $109K - $127K
3.55K $420K
GLW
Corning Inc

Technology
870
+ 13.86%
$82.06 - $90.29 $71.4K - $78.6K
7.15K $586K
SGOV
Ishares Trishares 0 3 Mnth Tre

ETFs
725
+ 21.27%
$100.37 - $100.72 $72.8K - $73K
4.13K $415K
TDUP
Thred Up Inc.

Consumer Cyclical
13.8K
+ 78.68%
$7.47 - $9.59 $103K - $132K
31.4K $238K
DHR
Danaher Corp

Healthcare
188
+ 15.84%
$202.46 - $223.01 $38.1K - $41.9K
1.38K $303K
TJX
Tjx Companies Inc

Consumer Cyclical
342
+ 8.2%
$138.56 - $147.63 $47.4K - $50.5K
4.52K $659K
IDXX
Idexx Laboratories Inc

Healthcare
36
+ 8.93%
$616.15 - $722.94 $22.2K - $26K
439 $302K
UPS
United Parcel Service Inc

Industrials
127
+ 4.17%
$82.87 - $97.4 $10.5K - $12.4K
3.17K $298K
TRV
Travelers Companies, Inc.

Financial Services
45
+ 1.27%
$261.57 - $287.42 $11.8K - $12.9K
3.58K $1.03M
CRM
Salesforce, Inc.

Technology
173
+ 9.38%
$235.69 - $263.41 $40.8K - $45.6K
2.02K $478K
IVV
Ishares Core S&P 500 ETF

ETFs
50
+ 6.54%
$656.2 - $690.71 $32.8K - $34.5K
815 $550K
SBAC
Sba Communications Corp

Real Estate
149
+ 13.0%
$187.49 - $202.84 $27.9K - $30.2K
1.3K $255K
ADSK
Autodesk, Inc.

Technology
130
+ 12.32%
N/A
1.19K $291K
USB
Us Bancorp \De\

Financial Services
3.96K
+ 7.55%
$45.28 - $48.26 $179K - $191K
56.5K $2.57M
IEFA
Ishares Tr

ETFs
281
+ 7.86%
$86.09 - $89.88 $24.2K - $25.3K
3.86K $342K
RYAAY
Ryanair Holdings PLC

Industrials
158
+ 2.58%
$59.06 - $65.0 $9.33K - $10.3K
6.28K $395K
EIX
Edison International

Utilities
186
+ 4.61%
$52.12 - $59.08 $9.69K - $11K
4.22K $247K
LHX
L3 Harris Technologies, Inc.

Industrials
163
+ 10.69%
$283.87 - $306.76 $46.3K - $50K
1.69K $488K
INTC
Intel Corp

Technology
388
+ 4.35%
$34.71 - $41.53 $13.5K - $16.1K
9.31K $322K
ADBE
Adobe Inc.

Technology
176
+ 13.79%
$325.07 - $359.91 $57.2K - $63.3K
1.45K $472K
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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