Lvw Advisors, LLC Incresed Positions in Q4 2024

Lvw Advisors, LLC

  • $804 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
MSCI
Msci Inc.

Financial Services
58
+ 4.14%
$569.09 - $635.99 $33K - $36.9K
1.46K $876K
LOW
Lowes Companies Inc

Consumer Cyclical
578
+ 16.2%
$244.52 - $284.07 $141K - $164K
4.15K $1.02M
ISRG
Intuitive Surgical Inc

Healthcare
19
+ 1.33%
$471.27 - $550.62 $8.95K - $10.5K
1.45K $755K
HON
Honeywell International Inc

Industrials
2
+ 0.08%
$202.84 - $236.0 $406 - $472
2.38K $536K
WEC
Wec Energy Group, Inc.

Utilities
825
+ 5.13%
$92.94 - $101.82 $76.7K - $84K
16.9K $1.59M
FRPT
Freshpet, Inc.

Consumer Defensive
125
+ 5.85%
$132.54 - $156.76 $16.6K - $19.6K
2.26K $334K
VB
Vanguard Small Cap ETF

ETFs
162
+ 18.12%
$233.76 - $261.58 $37.9K - $42.4K
1.06K $253K
CMG
Chipotle Mexican Grill Inc

Consumer Cyclical
307
+ 4.47%
$55.73 - $66.16 $17.1K - $20.3K
7.18K $432K
TJX
Tjx Companies Inc

Consumer Cyclical
209
+ 7.21%
$112.15 - $127.2 $23.4K - $26.6K
3.11K $375K
VTRS
Viatris Inc

Healthcare
1.26K
+ 8.89%
$11.32 - $13.37 $14.3K - $16.9K
15.5K $192K
SYY
Sysco Corp

Consumer Defensive
378
+ 13.13%
$73.63 - $81.77 $27.8K - $30.9K
3.26K $249K
EQR
Equity Residential

Real Estate
677
+ 7.19%
$69.12 - $77.48 $46.8K - $52.5K
10.1K $724K
ACN
Accenture PLC

Technology
66
+ 7.54%
$343.9 - $376.86 $22.7K - $24.9K
941 $331K
PH
Parker Hannifin Corp

Industrials
17
+ 0.87%
$621.74 - $709.46 $10.6K - $12.1K
1.97K $1.25M
ARCC
Ares Capital Corp

Financial Services
116
+ 0.67%
$20.74 - $22.27 $2.41K - $2.58K
17.4K $381K
DE
Deere & CO

Industrials
4
+ 0.17%
$389.45 - $466.0 $1.56K - $1.86K
2.39K $1.01M
MTB
M&T Bank Corp

Financial Services
7
+ 0.48%
$172.48 - $221.95 $1.21K - $1.55K
1.46K $275K
APH
Amphenol Corp

Technology
21
+ 0.66%
$62.07 - $75.35 $1.3K - $1.58K
3.18K $221K
GOVT
Ishares U.S. Treasury Bond ETF

ETFs
3.25K
+ 2.54%
$22.39 - $23.45 $72.8K - $76.3K
131K $3.02M
FLR
Fluor Corp

Industrials
107
+ 1.97%
$46.92 - $58.93 $5.02K - $6.31K
5.53K $272K
JNJ
Johnson & Johnson

Healthcare
2.41K
+ 12.59%
$143.34 - $165.86 $345K - $399K
21.5K $3.11M
SBUX
Starbucks Corp

Consumer Cyclical
361
+ 11.51%
$87.44 - $102.5 $31.6K - $37K
3.5K $318K
SO
Southern CO

Utilities
1.75K
+ 10.39%
$81.5 - $94.15 $142K - $165K
18.6K $1.53M
RPM
Rpm International Inc

Basic Materials
19
+ 0.64%
$120.09 - $140.26 $2.28K - $2.66K
2.98K $366K
CMS
Cms Energy Corp

Utilities
269
+ 6.89%
$65.76 - $71.94 $17.7K - $19.4K
4.17K $278K
BUD
Anheuser Busch In Bev Sa

Consumer Defensive
1.61K
+ 33.2%
$49.78 - $66.55 $79.9K - $107K
6.44K $322K
IGSB
Ishares Trust Ishares 1 5 Year

ETFs
1.25K
+ 1.88%
$51.54 - $52.55 $64.4K - $65.6K
67.8K $3.51M
Capital Group International
79.5K
+ 21.22%
N/A
454K $0
Natwest Group PLC
850
+ 2.26%
N/A
38.5K $0
ITW
Illinois Tool Works Inc

Industrials
23
+ 1.54%
$253.56 - $278.5 $5.83K - $6.41K
1.52K $385K
CL
Colgate Palmolive CO

Consumer Defensive
597
+ 12.46%
$90.22 - $102.31 $53.9K - $61.1K
5.39K $489K
TNDM
Tandem Diabetes Care Inc

Healthcare
944
+ 13.77%
$27.34 - $41.78 $25.8K - $39.4K
7.8K $280K
ACWV
Ishares Msci Global Min Vol Fa

ETFs
2
+ 0.1%
$108.6 - $115.42 $217 - $231
1.91K $208K
DBEF
Xtrackers Msci Eafe Hedged Equ

ETFs
45
+ 0.22%
$40.97 - $42.66 $1.84K - $1.92K
20.5K $849K
CMCSA
Comcast Corp

Communication Services
4.21K
+ 10.33%
$37.39 - $45.14 $157K - $190K
45K $1.69M
BGNE
Bei Gene, Ltd.

Healthcare
131
+ 13.09%
$174.72 - $246.04 $22.9K - $32.2K
1.13K $209K
SG
Sweetgreen, Inc.

Consumer Cyclical
236
+ 3.65%
$31.7 - $43.97 $7.48K - $10.4K
6.7K $214K
RTX
Raytheon Technologies Corp

Industrials
329
+ 3.02%
$114.45 - $127.21 $37.7K - $41.9K
11.2K $1.3M
CVS
Cvs Health Corp

Healthcare
1.04K
+ 26.26%
$43.78 - $67.46 $45.6K - $70.3K
5.01K $224K
NOBL
Proshares S&P 500 Dividend Ari

ETFs
35
+ 0.9%
$99.2 - $108.47 $3.47K - $3.8K
3.94K $392K
VEA
Vanguard Ftse Developed Market

ETFs
7.77K
+ 9.53%
$47.57 - $52.44 $370K - $408K
89.4K $4.27M
EIX
Edison International

Utilities
61
+ 1.07%
$77.93 - $88.36 $4.75K - $5.39K
5.77K $460K
SPGI
S&P Global Inc.

Financial Services
43
+ 1.37%
$480.36 - $529.17 $20.7K - $22.8K
3.19K $1.59M
SCHA
Schwab Strategic Tr Us Small C

ETFs
67.4K
+ 96.49%
$25.33 - $51.16 $1.71M - $3.45M
137K $3.55M
LMT
Lockheed Martin Corp

Industrials
123
+ 11.11%
$479.66 - $614.62 $59K - $75.6K
1.23K $597K
DUK
Duke Energy Corp

Utilities
754
+ 4.2%
$105.76 - $120.76 $79.7K - $91.1K
18.7K $2.02M
ED
Consolidated Edison Inc

Utilities
7
+ 0.14%
$88.87 - $107.38 $622 - $752
5.16K $460K
MDT
Medtronic PLC

Healthcare
1.36K
+ 7.4%
$79.61 - $92.24 $108K - $125K
19.7K $1.57M
KMB
Kimberly Clark Corp

Consumer Defensive
154
+ 1.72%
$130.37 - $146.09 $20.1K - $22.5K
9.09K $1.19M
Activity Summary
Buys All Purchases 136 New Holdings 25 Increased Positions 111 Sells All Sells 164 Reductions 164 Sold out 0 Options Calls 0 Puts 3
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