Lvw Advisors, LLC New Holdings in Q4 2025

Lvw Advisors, LLC

  • $908 Million
  • Q4 2025
Stock Shares change Price Range Shares Held Trade History
IWP
Ishares Russell Mid Cap Growth

ETFs
5.22K
New
$136.84 - $145.3 $714K - $758K
5.22K $713K
IGSB
Ishares Trust Ishares 1 5 Year

ETFs
11.8K
New
$52.76 - $53.18 $621K - $626K
11.8K $621K
AGG
Ishares Core U.S. Aggregate Bo

ETFs
3.95K
New
$99.87 - $101.27 $394K - $400K
3.95K $395K
VALE
Vale S.A.

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

ETFs
4.21K
New
$78.65 - $79.19 $331K - $334K
4.21K $331K
EQNR
Equinor Asa

Energy
10.7K
New
$22.89 - $25.39 $245K - $272K
10.7K $260K
HSBC
Hsbc Holdings PLC

Financial Services
3.4K
New
$65.67 - $73.49 $223K - $250K
3.4K $242K
VRSK
Verisk Analytics, Inc.

Industrials
1.09K
New
$208.0 - $249.55 $228K - $273K
1.09K $236K
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
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
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
NEM
Newmont Corp

Basic Materials
2.33K
New
$78.63 - $98.27 $183K - $229K
2.33K $202K
NYF
Ishares New York Muni Bond ETF

ETFs
3.78K
New
$53.26 - $53.83 $201K - $204K
3.78K $202K
BXMT
Blackstone Mortgage Trust, Inc.

Real Estate
10.8K
New
$17.81 - $18.82 $192K - $203K
10.8K $199K
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
PTON
Peloton Interactive, Inc.

Consumer Cyclical
13.4K
New
$6.71 - $8.68 $90.1K - $117K
13.4K $100K
Servicetitan Inc
5.09K
New
N/A
5.09K $0
Ishares Tr
8.67K
New
N/A
8.67K $0
UTWO
Rbb Fd Inc Us Treas 2 Yr Nt Et
15.8K
New
N/A
15.8K $0
Barrick Mng Corp
5.05K
New
N/A
5.05K $0
Tidal Trust Iii
36.4K
New
N/A
36.4K $0
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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