Lvw Advisors, LLC Purchases in Q4 2025

Lvw Advisors, LLC

  • $908 Million
  • Q4 2025
Stock Shares change Price Range Shares Held Trade History
APO
Apollo Global Management, Inc.

Financial Services
196
+ 12.49%
$118.22 - $133.75 $23.2K - $26.2K
1.77K $230K
GE
General Electric CO

Industrials
78
+ 2.71%
$291.49 - $314.28 $22.7K - $24.5K
2.96K $886K
SBUX
Starbucks Corp

Consumer Cyclical
201
+ 6.93%
$78.46 - $87.26 $15.8K - $17.5K
3.1K $263K
UNP
Union Pacific Corp

Industrials
180
+ 11.8%
$216.37 - $237.41 $38.9K - $42.7K
1.71K $377K
MDLZ
Mondelez International, Inc.

Consumer Defensive
843
+ 18.35%
$55.57 - $63.17 $46.8K - $53.3K
5.44K $302K
HUBB
Hubbell Inc

Industrials
30
+ 4.49%
$408.46 - $472.57 $12.3K - $14.2K
698 $302K
STT
State Street Corp

Financial Services
96
+ 1.74%
$111.0 - $121.11 $10.7K - $11.6K
5.61K $654K
SCHW
Schwab Charles Corp

Financial Services
252
+ 9.08%
$91.91 - $97.71 $23.2K - $24.6K
3.03K $278K
PFG
Principal Financial Group Inc

Financial Services
79
+ 2.1%
$78.39 - $85.26 $6.19K - $6.74K
3.84K $324K
QQQ
Invesco Qqq Trust, Series 1

ETFs
15
+ 2.39%
$589.5 - $635.77 $8.84K - $9.54K
643 $388K
ASND
Ascendis Pharma A/S

Healthcare
8
+ 0.69%
$196.01 - $214.77 $1.57K - $1.72K
1.17K $238K
AFL
Aflac Inc

Financial Services
11
+ 0.48%
$105.7 - $115.01 $1.16K - $1.27K
2.32K $264K
TXN
Texas Instruments Inc

Technology
33
+ 2.46%
N/A
1.37K $266K
WMT
Walmart Inc.

Consumer Defensive
51
+ 0.23%
$101.18 - $109.03 $5.16K - $5.56K
21.9K $2.26M
COF
Capital One Financial Corp

Financial Services
120
+ 6.4%
$201.01 - $225.01 $24.1K - $27K
2K $401K
WPC
W. P. Carey Inc.

Real Estate
19
+ 0.56%
$65.26 - $69.2 $1.24K - $1.31K
3.43K $231K
Ishares Tr
8.67K
New
N/A
8.67K $0
Ge Vernova Inc
101
+ 14.6%
N/A
793 $0
Capital Group International
49.4K
+ 6.89%
N/A
767K $0
Barrick Mng Corp
5.05K
New
N/A
5.05K $0
ARCC
Ares Capital Corp

Financial Services
137
+ 0.77%
$18.9 - $20.61 $2.59K - $2.82K
17.9K $362K
Lam Research Corp
127
+ 3.37%
N/A
3.89K $0
Ab Active Etfs Inc
38.4K
+ 3.97%
N/A
1.01M $0
TOST
Toast, Inc.

Technology
147
+ 1.49%
$34.39 - $39.02 $5.06K - $5.74K
10K $360K
Tidal Trust Iii
36.4K
New
N/A
36.4K $0
UTEN
Rbb Fd Inc Us Treas 10 Yr Nt E
6.79K
+ 59.52%
N/A
18.2K $0
UTWO
Rbb Fd Inc Us Treas 2 Yr Nt Et
15.8K
New
N/A
15.8K $0
Blackrock Inc
8
+ 1.39%
N/A
585 $0
Servicetitan Inc
5.09K
New
N/A
5.09K $0
Pimco ETF Tr
6.6K
+ 2.33%
N/A
290K $0
TFC
Truist Financial Corp

Financial Services
118
+ 1.25%
$41.09 - $45.64 $4.85K - $5.39K
9.53K $427K
TROW
Price T Rowe Group Inc

Financial Services
5
+ 0.12%
$101.07 - $106.13 $505 - $531
4.35K $442K
PNR
Pentair PLC

Industrials
118
+ 4.06%
$104.33 - $112.36 $12.3K - $13.3K
3.02K $315K
PNC
Pnc Financial Services Group, Inc.

Financial Services
546
+ 8.75%
$178.37 - $198.46 $97.4K - $108K
6.79K $1.25M
FOSL
Fossil Group, Inc.

Consumer Cyclical
42K
+ 38.89%
$1.8 - $3.75 $75.6K - $158K
150K $283K
CALX
Calix, Inc

Technology
188
+ 1.99%
$57.73 - $68.42 $10.9K - $12.9K
9.66K $566K
CACC
Credit Acceptance Corp

Financial Services
2
+ 0.31%
$416.46 - $513.14 $833 - $1.03K
654 $288K
MTB
M&T Bank Corp

Financial Services
8
+ 0.37%
$178.63 - $195.63 $1.43K - $1.57K
2.16K $403K
ICE
Intercontinental Exchange, Inc.

Financial Services
82
+ 3.39%
$145.59 - $162.64 $11.9K - $13.3K
2.5K $380K
EBAY
Ebay Inc

Consumer Cyclical
46
+ 1.02%
$80.85 - $99.58 $3.72K - $4.58K
4.54K $380K
INTU
Intuit Inc

Technology
14
+ 1.28%
$641.79 - $683.39 $8.99K - $9.57K
1.11K $715K
CMG
Chipotle Mexican Grill Inc

Consumer Cyclical
407
+ 5.96%
$29.81 - $42.36 $12.1K - $17.2K
7.23K $228K
KTOS
Kratos Defense & Security Solutions, Inc.

Industrials
107
+ 3.01%
$71.69 - $105.67 $7.67K - $11.3K
3.67K $265K
RCL
Royal Caribbean Cruises LTD

Consumer Cyclical
112
+ 8.35%
$252.87 - $320.26 $28.3K - $35.9K
1.45K $367K
ENVX
Enovix Corp

Industrials
3
+ 0.01%
$8.03 - $13.19 $24.1 - $39.6
34.6K $278K
BX
Blackstone Inc.

Financial Services
117
+ 2.8%
$138.42 - $168.45 $16.2K - $19.7K
4.3K $594K
TSLA
Tesla, Inc.

Consumer Cyclical
18
+ 0.17%
$401.99 - $468.37 $7.24K - $8.43K
10.7K $4.36M
NFLX
Netflix Inc

Communication Services
17.4K
+ 822.9%
$110.29 - $1241.35 $1.92M - $21.6M
19.5K $2.16M
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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