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

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$230B
$2.25 Million 0.28% of portfolio
7,776
Q4 2024 Reduced 1.34%
$785B
$2.23 Million 0.28% of portfolio
2,890
Q4 2024 Reduced 12.4%
$0
$2.2 Million 0.27% of portfolio
13,799
Q4 2024 Added 1.92%
$238B
$2.14 Million 0.27% of portfolio
23,647
Q4 2024 Reduced 4.22%
$0
$2.15 Million 0.27% of portfolio
116,181
Q4 2024 Added 111.01%
$3.16B
$1.99 Million 0.25% of portfolio
125,762
Q4 2024 Reduced 1.12%
$496B
$2 Million 0.25% of portfolio
18,610
Q4 2024 Reduced 2.63%
$93.9B
$2.02 Million 0.25% of portfolio
18,708
Q4 2024 Added 4.2%
$20.9B
$1.93 Million 0.24% of portfolio
10,538
Q4 2024 Reduced 3.29%
$0
$1.96 Million 0.24% of portfolio
3,350
Q4 2024 Reduced 5.21%
$19.6B
$1.84 Million 0.23% of portfolio
3,021
Q4 2024 Reduced 0.46%
$310B
$1.82 Million 0.23% of portfolio
29,300
Q4 2024 Reduced 4.76%
$191B
$1.82 Million 0.23% of portfolio
45,431
Q4 2024 Reduced 4.94%
$0
$1.81 Million 0.23% of portfolio
6,243
Q4 2024 Reduced 0.13%
$419B
$1.83 Million 0.23% of portfolio
2,000
Q4 2024 Reduced 2.82%
$140B
$1.74 Million 0.22% of portfolio
18,823
Q4 2024 Added 0.02%
$162B
$1.69 Million 0.21% of portfolio
44,970
Q4 2024 Added 10.33%
$314B
$1.66 Million 0.21% of portfolio
6,734
Q4 2024 Added 7.92%
$0
$1.66 Million 0.21% of portfolio
73,307
Q4 2024 Added 128.09%
$34.4B
$1.59 Million 0.2% of portfolio
16,907
Q4 2024 Added 5.13%
$119B
$1.57 Million 0.2% of portfolio
19,707
Q4 2024 Added 7.4%
$327B
$1.59 Million 0.2% of portfolio
10,945
Q4 2024 Added 21.84%
$166B
$1.59 Million 0.2% of portfolio
3,187
Q4 2024 Added 1.37%
$167B
$1.62 Million 0.2% of portfolio
6,206
Q4 2024 Reduced 12.05%
$100B
$1.53 Million 0.19% of portfolio
18,566
Q4 2024 Added 10.39%
$71B
$1.51 Million 0.19% of portfolio
7,830
Q4 2024 Reduced 5.39%
$415B
$1.45 Million 0.18% of portfolio
1,630
Q4 2024 Added 0.93%
$861B
$1.46 Million 0.18% of portfolio
7,410
Q4 2024 Reduced 21.15%
$0
$1.44 Million 0.18% of portfolio
13,492
Q4 2024 New
$198B
$1.38 Million 0.17% of portfolio
10,960
Q4 2024 Reduced 13.39%
$56.1B
$1.38 Million 0.17% of portfolio
14,924
Q4 2024 Added 3.42%
$335B
$1.39 Million 0.17% of portfolio
31,584
Q4 2024 Reduced 16.55%
$26.9B
$1.36 Million 0.17% of portfolio
4,171
Q4 2024 Added 2.03%
$0
$1.38 Million 0.17% of portfolio
26,374
Q4 2024 Added 1.05%
$195B
$1.3 Million 0.16% of portfolio
11,207
Q4 2024 Added 3.02%
$78.1B
$1.25 Million 0.16% of portfolio
1,969
Q4 2024 Added 0.87%
$404B
$1.31 Million 0.16% of portfolio
7,835
Q4 2024 Reduced 5.12%
$0
$1.28 Million 0.16% of portfolio
25,446
Q4 2024 Reduced 74.92%
$232B
$1.29 Million 0.16% of portfolio
11,440
Q4 2024 Added 45.03%
$78.2B
$1.25 Million 0.15% of portfolio
2,933
Q4 2024 Reduced 0.54%
$157B
$1.22 Million 0.15% of portfolio
14,153
Q4 2024 Reduced 7.16%
$48B
$1.19 Million 0.15% of portfolio
9,085
Q4 2024 Added 1.72%
$15B
$1.17 Million 0.15% of portfolio
6,632
Q4 2024 Reduced 2.33%
$0
$1.12 Million 0.14% of portfolio
12,286
Q4 2024 New
$0
$1.16 Million 0.14% of portfolio
34,797
Q4 2024 Reduced 27.93%
$166B
$1.13 Million 0.14% of portfolio
14,892
Q4 2024 Reduced 0.11%
$142B
$1.01 Million 0.13% of portfolio
2,389
Q4 2024 Added 0.17%
$15.7B
$1.05 Million 0.13% of portfolio
14,452
Q4 2024 Reduced 0.5%
$228B
$1.05 Million 0.13% of portfolio
15,962
Q4 2024 Reduced 8.92%

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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