Lvw Advisors, LLC Portfolio Holdings

Lvw Advisors, LLC

  • $804 Million
  • Q4 2024

Lvw Advisors, LLC has filed its 13F form on January 16, 2025 for Q4 2024 where it was disclosed a total value porftolio of $804 Million distributed in 310 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Schwab Strategic Tr Us Dividen with a value of $98.3M, Ishares Currency Hedged Msci E with a value of $59.4M, Vanguard Russell 1000 Growth E with a value of $48.3M, Ishares Barclays 0 5 Year Tips with a value of $38.3M, and Vanguard Growth ETF with a value of $34.7M.

Examining the 13F form we can see an increase of $33.2M in the current position value, from $771M to 804M.

Below you can find more details about Lvw Advisors, LLC portfolio as well as his latest detailed transactions.

Portfolio value $804 Million
ETFs: $503 Million
Technology: $91.5 Million
Financial Services: $51.2 Million
Industrials: $31.1 Million
Healthcare: $30 Million
Consumer Cyclical: $27 Million
Communication Services: $24.9 Million
Consumer Defensive: $21.2 Million
Other: $23.9 Million

Stock Holdings Table Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$3.56T
$30.8 Million 3.83% of portfolio
122,808
Q4 2024 Reduced 3.61%
$2.91T
$12.4 Million 1.54% of portfolio
29,351
Q4 2024 Reduced 5.75%
$283B
$9.79 Million 1.22% of portfolio
72,909
Q4 2024 Added 3.44%
$2.05T
$9.21 Million 1.15% of portfolio
41,985
Q4 2024 Reduced 1.81%
$72.6B
$8.14 Million 1.01% of portfolio
35,125
Q4 2024 Reduced 13.77%
$1.02T
$7.1 Million 0.88% of portfolio
37,295
Q4 2024 Reduced 1.12%
$736B
$6.55 Million 0.81% of portfolio
27,316
Q4 2024 Reduced 7.92%
$694B
$6.37 Million 0.79% of portfolio
14,051
Q4 2024 Reduced 2.23%
$563B
$6.27 Million 0.78% of portfolio
19,836
Q4 2024 Added 2.76%
$969B
$5.64 Million 0.7% of portfolio
29,785
Q4 2024 Reduced 0.43%
$1.36T
$5.02 Million 0.62% of portfolio
8,517
Q4 2024 Reduced 3.9%
$356B
$3.91 Million 0.49% of portfolio
22,023
Q4 2024 Reduced 5.29%
$103B
$3.75 Million 0.47% of portfolio
71,771
Q4 2024 Reduced 2.34%
$524B
$3.65 Million 0.45% of portfolio
6,925
Q4 2024 Added 6.47%
$371B
$3.47 Million 0.43% of portfolio
8,917
Q4 2024 Reduced 2.4%
$123B
$3.19 Million 0.4% of portfolio
11,556
Q4 2024 Reduced 1.68%
$205B
$2.93 Million 0.36% of portfolio
19,236
Q4 2024 Added 6.52%
$254B
$2.81 Million 0.35% of portfolio
47,504
Q4 2024 Reduced 2.75%
$74B
$2.84 Million 0.35% of portfolio
10,773
Q4 2024 Reduced 4.19%
$65B
$2.62 Million 0.33% of portfolio
54,832
Q4 2024 Reduced 5.89%
$54.1B
$2.65 Million 0.33% of portfolio
18,874
Q4 2024 Reduced 1.62%
$859B
$2.66 Million 0.33% of portfolio
6,575
Q4 2024 Added 4.05%
$231B
$2.25 Million 0.28% of portfolio
7,776
Q4 2024 Reduced 1.34%
$786B
$2.23 Million 0.28% of portfolio
2,890
Q4 2024 Reduced 12.4%
$231B
$2.14 Million 0.27% of portfolio
23,647
Q4 2024 Reduced 4.22%
$3.19B
$1.99 Million 0.25% of portfolio
125,762
Q4 2024 Reduced 1.12%
$493B
$2 Million 0.25% of portfolio
18,610
Q4 2024 Reduced 2.63%
$90.2B
$2.02 Million 0.25% of portfolio
18,708
Q4 2024 Added 4.2%
$20.8B
$1.93 Million 0.24% of portfolio
10,538
Q4 2024 Reduced 3.29%
$20.5B
$1.84 Million 0.23% of portfolio
3,021
Q4 2024 Reduced 0.46%
$303B
$1.82 Million 0.23% of portfolio
29,300
Q4 2024 Reduced 4.76%
$186B
$1.82 Million 0.23% of portfolio
45,431
Q4 2024 Reduced 4.94%
$412B
$1.83 Million 0.23% of portfolio
2,000
Q4 2024 Reduced 2.82%
$137B
$1.74 Million 0.22% of portfolio
18,823
Q4 2024 Added 0.02%
$165B
$1.69 Million 0.21% of portfolio
44,970
Q4 2024 Added 10.33%
$313B
$1.66 Million 0.21% of portfolio
6,734
Q4 2024 Added 7.92%
$33.4B
$1.59 Million 0.2% of portfolio
16,907
Q4 2024 Added 5.13%
$117B
$1.57 Million 0.2% of portfolio
19,707
Q4 2024 Added 7.4%
$329B
$1.59 Million 0.2% of portfolio
10,945
Q4 2024 Added 21.84%
$165B
$1.59 Million 0.2% of portfolio
3,187
Q4 2024 Added 1.37%
$164B
$1.62 Million 0.2% of portfolio
6,206
Q4 2024 Reduced 12.05%
$97B
$1.53 Million 0.19% of portfolio
18,566
Q4 2024 Added 10.39%
$71.5B
$1.51 Million 0.19% of portfolio
7,830
Q4 2024 Reduced 5.39%
$432B
$1.45 Million 0.18% of portfolio
1,630
Q4 2024 Added 0.93%
$900B
$1.46 Million 0.18% of portfolio
7,410
Q4 2024 Reduced 21.15%
$207B
$1.38 Million 0.17% of portfolio
10,960
Q4 2024 Reduced 13.39%
$53.4B
$1.38 Million 0.17% of portfolio
14,924
Q4 2024 Added 3.42%
$344B
$1.39 Million 0.17% of portfolio
31,584
Q4 2024 Reduced 16.55%
$27.1B
$1.36 Million 0.17% of portfolio
4,171
Q4 2024 Added 2.03%

Summary

  • Portfolio
  • No. of Stocks 310
  • Current Value $804 Million
  • Prior Value $771 Million
  • Filing
  • Period Q4 2024
  • Filing Date January 16, 2025
  • Form Type 13F-HR
  • Activity in Q4 2024
  • New Purchases 25 stocks
  • Additional Purchases 111 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 164 stocks
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