LVW Advisors, LLC Q1 2019 Filing
Filed May 3, 2019
Portfolio Value
$375K
Holdings
171
Report Date
Q1 2019
Filing Type
13F-HR
All Holdings (171 positions)
| Stock | Value |
|---|---|
VEAVANGUARD TAX MANAGED INTL FD | $36.9M |
VUGVANGUARD INDEX FDS | $35.4M |
SCHESCHWAB STRATEGIC TR | $18.3M |
AGGISHARES TR | $15.9M |
MINTPIMCO ETF TR | $11.3M |
IVVISHARES TR | $10.4M |
AAPLAPPLE INC | $9.8M |
EMLPFIRST TR EXCHANGE TRADED FD | $8.4M |
BNDXVANGUARD CHARLOTTE FDS | $8.3M |
SCHPSCHWAB STRATEGIC TR | $7.9M |
SCHGSCHWAB STRATEGIC TR | $7.6M |
VRPINVESCO EXCHNG TRADED FD TR | $5.8M |
XOMEXXON MOBIL CORP | $5.5M |
SCHHSCHWAB STRATEGIC TR | $5.3M |
DXJWISDOMTREE TR | $5.2M |
MSFTMICROSOFT CORP | $5.0M |
CSCOCISCO SYS INC | $4.4M |
JNJJOHNSON & JOHNSON | $4.4M |
SCHFSCHWAB STRATEGIC TR | $4.4M |
SJNKSPDR SER TR | $4.3M |
IWMISHARES TR | $4.2M |
BRK/BBERKSHIRE HATHAWAY INC DEL | $4.0M |
INTCINTEL CORP | $4.0M |
VONGVANGUARD SCOTTSDALE FDS | $3.8M |
BACVERIZON COMMUNICATIONS INC | $3.8M |
PFEPFIZER INC | $3.5M |
ACWVISHARES INC | $3.5M |
JPMJPMORGAN CHASE & CO | $3.5M |
SBUXSTARBUCKS CORP | $3.4M |
WFCWELLS FARGO CO NEW | $3.3M |
MOALTRIA GROUP INC | $3.3M |
4I1PHILIP MORRIS INTL INC | $3.3M |
MCDMCDONALDS CORP | $3.3M |
PEPPEPSICO INC | $3.2M |
SCHDSCHWAB STRATEGIC TR | $3.1M |
WECWEC ENERGY GROUP INC | $3.1M |
WMTWALMART INC | $3.1M |
DBEFDBX ETF TR | $3.0M |
ABBVABBVIE INC | $2.8M |
SJMSMUCKER J M CO | $2.7M |
RTN1USDRAYTHEON CO | $2.7M |
CBCHUBB LIMITED | $2.7M |
SCHRSCHWAB STRATEGIC TR | $2.7M |
EWJISHARES INC | $2.6M |
ABGAMERISOURCEBERGEN CORP | $2.6M |
WBAWALGREENS BOOTS ALLIANCE INC | $2.2M |
PRFZINVESCO EXCHANGE TRADED FD T | $2.2M |
FNDCSCHWAB STRATEGIC TR | $1.9M |
VOOVANGUARD INDEX FDS | $1.9M |
VPLVANGUARD INTL EQUITY INDEX F | $1.7M |
VTWOVANGUARD SCOTTSDALE FDS | $1.7M |
VVISA INC | $1.6M |
FNDFSCHWAB STRATEGIC TR | $1.6M |
AMLPUSDALPS ETF TR | $1.5M |
HEFAISHARES TR | $1.4M |
PAYXPAYCHEX INC | $1.3M |
2JEFOCUS FINL PARTNERS INC | $1.2M |
SCHASCHWAB STRATEGIC TR | $1.2M |
VTIVANGUARD INDEX FDS | $1.1M |
KMXCARMAX INC | $1.0M |
DEODIAGEO P L C | $1.0M |
STZCONSTELLATION BRANDS INC | $939K |
FNDASCHWAB STRATEGIC TR | $934K |
EPDENTERPRISE PRODS PARTNERS L | $893K |
ETENERGY TRANSFER LP | $885K |
BSVVANGUARD BD INDEX FD INC | $870K |
FLOTISHARES TR | $870K |
VWOVANGUARD INTL EQUITY INDEX F | $847K |
MRKMERCK & CO INC | $818K |
SPYSPDR S&P 500 ETF TR | $806K |
XLYSELECT SECTOR SPDR TR | $748K |
—PHILLIPS 66 PARTNERS LP | $741K |
TIPISHARES TR | $729K |
METAFACEBOOK INC | $719K |
TFISPDR SER TR | $699K |
—SOCIAL CAP HEDOSOPHIA HLDGS | $697K |
WMBWILLIAMS COS INC DEL | $694K |
CCLCARNIVAL CORP | $646K |
BLKCHFBLACKROCK INC | $636K |
NSCNORFOLK SOUTHERN CORP | $635K |
FWONALIBERTY MEDIA CORP DELAWARE | $627K |
JECUSDJACOBS ENGR GROUP INC | $619K |
CACCCREDIT ACCEP CORP MICH | $610K |
PXFINVESCO EXCHNG TRADED FD TR | $608K |
VGTVANGUARD WORLD FDS | $597K |
PCARPACCAR INC | $597K |
LOWLOWES COS INC | $596K |
UPSUNITED PARCEL SERVICE INC | $581K |
0E41ENLINK MIDSTREAM LLC | $569K |
DISDISNEY WALT CO | $569K |
CINFCINCINNATI FINL CORP | $549K |
XLCSELECT SECTOR SPDR TR | $547K |
GDGENERAL DYNAMICS CORP | $544K |
XLVSELECT SECTOR SPDR TR | $541K |
FASTFASTENAL CO | $539K |
LMTLOCKHEED MARTIN CORP | $538K |
DVYAISHARES INC | $528K |
TXNTEXAS INSTRS INC | $526K |
EAELECTRONIC ARTS INC | $525K |
SCHWTHE CHARLES SCHWAB CORPORATI | $519K |
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