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
$141B
$375,000 0.05% of portfolio
3,106
Q4 2024 Added 7.21%
$0
$363,000 0.05% of portfolio
1,127
Q4 2024 New
$14.7B
$366,000 0.05% of portfolio
2,979
Q4 2024 Added 0.64%
$183B
$392,000 0.05% of portfolio
79
Q4 2024 Added 11.27%
$3.03B
$428,000 0.05% of portfolio
6,460
Q4 2024 Reduced 6.84%
$76.2B
$385,000 0.05% of portfolio
1,521
Q4 2024 Added 1.54%
$1.79B
$371,000 0.05% of portfolio
15,336
Q4 2024 Reduced 4.31%
$178B
$416,000 0.05% of portfolio
936
Q4 2024 Reduced 13.09%
$223B
$411,000 0.05% of portfolio
1,872
Q4 2024 Reduced 13.97%
$377B
$422,000 0.05% of portfolio
2,533
Q4 2024 Reduced 16.15%
$77.1B
$381,000 0.05% of portfolio
2,343
Q4 2024 Added 59.39%
$96.3B
$378,000 0.05% of portfolio
2,540
Q4 2024 Reduced 11.71%
$0
$381,000 0.05% of portfolio
17,406
Q4 2024 Added 0.67%
$21.5B
$322,000 0.04% of portfolio
2,781
Q4 2024 Reduced 6.62%
$112B
$318,000 0.04% of portfolio
3,497
Q4 2024 Added 11.51%
$0
$344,000 0.04% of portfolio
7,831
Q4 2024 Added 67.44%
$4.04B
$334,000 0.04% of portfolio
2,260
Q4 2024 Added 5.85%
$115B
$292,000 0.04% of portfolio
2,749
Q4 2024 Reduced 12.65%
$1.18B
$329,000 0.04% of portfolio
30,322
Q4 2024 Reduced 14.1%
$0
$305,000 0.04% of portfolio
11,826
Q4 2024 Reduced 64.99%
$197B
$331,000 0.04% of portfolio
941
Q4 2024 Added 7.54%
$141B
$311,000 0.04% of portfolio
865
Q4 2024 Reduced 1.03%
$4.85B
$340,000 0.04% of portfolio
2,273
Q4 2024 Added 22.2%
$124B
$322,000 0.04% of portfolio
6,444
Q4 2024 Added 33.2%
$144B
$355,000 0.04% of portfolio
5,901
Q4 2024 Reduced 5.17%
$0
$314,000 0.04% of portfolio
615
Q4 2024 Added 45.05%
$10.9B
$295,000 0.04% of portfolio
8,098
Q4 2024 New
$64.8B
$357,000 0.04% of portfolio
2,888
Q4 2024 Reduced 7.05%
$0
$333,000 0.04% of portfolio
1,871
Q4 2024 New
$6.71B
$323,000 0.04% of portfolio
2,393
Q4 2024 Reduced 2.88%
$0
$319,000 0.04% of portfolio
796
Q4 2024 Added 35.14%
$0
$339,000 0.04% of portfolio
1,834
Q4 2024 New
$124B
$308,000 0.04% of portfolio
766
Q4 2024 Reduced 3.28%
$989M
$307,000 0.04% of portfolio
20,000
Q4 2024 New
$14.3B
$291,000 0.04% of portfolio
2,900
Q4 2024 Reduced 0.85%
$37.2B
$293,000 0.04% of portfolio
4,730
Q4 2024 Reduced 10.84%
$40.1B
$315,000 0.04% of portfolio
1,502
Q4 2024 Reduced 0.4%
$13.3B
$305,000 0.04% of portfolio
1,792
Q4 2024 Reduced 18.29%
$48.5B
$308,000 0.04% of portfolio
18,109
Q4 2024 Reduced 4.64%
$20.7B
$330,000 0.04% of portfolio
2,921
Q4 2024 Reduced 13.94%
$38.7B
$287,000 0.04% of portfolio
6,045
Q4 2024 Reduced 12.51%
$6.63B
$306,000 0.04% of portfolio
652
Q1 2024 Reduced 3.12%
$14B
$334,000 0.04% of portfolio
2,114
Q4 2024 Reduced 9.77%
$96.7B
$290,000 0.04% of portfolio
510
Q4 2024 Reduced 32.27%
$21.8B
$278,000 0.03% of portfolio
4,172
Q4 2024 Added 6.89%
$0
$269,000 0.03% of portfolio
3,841
Q4 2024 New
$149B
$207,000 0.03% of portfolio
902
Q4 2024 Reduced 28.58%
$23.5B
$209,000 0.03% of portfolio
1,132
Q4 2024 Added 13.09%
$219B
$213,000 0.03% of portfolio
1,282
Q4 2024 New

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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