LVW Advisors, LLC Q1 2025 Filing
Filed April 9, 2025
Portfolio Value
$836.4M
Holdings
297
Report Date
Q1 2025
Filing Type
13F-HR
All Holdings (297 positions)
| Stock | Value |
|---|---|
SCHDSCHWAB STRATEGIC TR | $99K |
HEFAISHARES TR | $64K |
SCHOSCHWAB STRATEGIC TR | $47K |
VONGVANGUARD SCOTTSDALE FDS | $46K |
STIPISHARES TR | $41K |
AAPLAPPLE INC | $34K |
VUGVANGUARD INDEX FDS | $30K |
BIVVANGUARD BD INDEX FDS | $29K |
CGGOCAPITAL GROUP GBL GROWTH EQT | $22K |
TAFMAB ACTIVE ETFS INC | $20K |
SCHGSCHWAB STRATEGIC TR | $20K |
SUBISHARES TR | $20K |
BNDVANGUARD BD INDEX FDS | $18K |
CGIECAPITAL GROUP INTERNATIONAL | $16K |
MSFTMICROSOFT CORP | $11K |
IJRISHARES TR | $9K |
NVDANVIDIA CORPORATION | $8K |
AMZNAMAZON COM INC | $8K |
BRK/BBERKSHIRE HATHAWAY INC DEL | $8K |
VVISA INC | $7K |
PYLDPIMCO ETF TR | $7K |
JPMJPMORGAN CHASE & CO. | $7K |
VTWOVANGUARD SCOTTSDALE FDS | $6K |
GOOGALPHABET INC | $6K |
AVGOBROADCOM INC | $6K |
METAMETA PLATFORMS INC | $6K |
ABBVABBVIE INC | $5K |
GOOGLALPHABET INC | $4K |
VEAVANGUARD TAX-MANAGED FDS | $4K |
MOALTRIA GROUP INC | $4K |
MAMASTERCARD INCORPORATED | $4K |
CBCHUBB LIMITED | $3K |
JNJJOHNSON & JOHNSON | $3K |
EMXCISHARES INC | $3K |
SCHFSCHWAB STRATEGIC TR | $3K |
VOOVANGUARD INDEX FDS | $3K |
HDHOME DEPOT INC | $3K |
PAYXPAYCHEX INC | $3K |
CSCOCISCO SYS INC | $3K |
BILSPDR SER TR | $3K |
NEARISHARES U S ETF TR | $3K |
PEPPEPSICO INC | $3K |
GDGENERAL DYNAMICS CORP | $3K |
LLYELI LILLY & CO | $2K |
DUKDUKE ENERGY CORP NEW | $2K |
MCDMCDONALDS CORP | $2K |
CITCINTAS CORP | $2K |
SCHASCHWAB STRATEGIC TR | $2K |
KOCOCA COLA CO | $2K |
MDTMEDTRONIC PLC | $2K |
XOMEXXON MOBIL CORP | $2K |
BNLBROADSTONE NET LEASE INC | $2K |
GILDGILEAD SCIENCES INC | $2K |
USBUS BANCORP DEL | $2K |
CVXCHEVRON CORP NEW | $2K |
IYWISHARES TR | $2K |
IWMISHARES TR | $2K |
COSTCOSTCO WHSL CORP NEW | $2K |
BACVERIZON COMMUNICATIONS INC | $2K |
WMTWALMART INC | $2K |
SPYSPDR S&P 500 ETF TR | $2K |
SCHZSCHWAB STRATEGIC TR | $2K |
WECWEC ENERGY GROUP INC | $2K |
SOSOUTHERN CO | $2K |
VTIVANGUARD INDEX FDS | $2K |
AEPAMERICAN ELEC PWR CO INC | $2K |
SPGIS&P GLOBAL INC | $2K |
TSLATESLA INC | $2K |
AMGNAMGEN INC | $2K |
LIILENNOX INTL INC | $2K |
NFLXNETFLIX INC | $2K |
BRK-BBERKSHIRE HATHAWAY INC DEL | $2K |
4I1PHILIP MORRIS INTL INC | $2K |
VYMVANGUARD WHITEHALL FDS | $2K |
ABTABBOTT LABS | $2K |
RTXRTX CORPORATION | $1K |
CMCSACOMCAST CORP NEW | $1K |
SAPSAP SE | $1K |
MRKMERCK & CO INC | $1K |
EFVISHARES TR | $1K |
LPLALPL FINL HLDGS INC | $1K |
PHPARKER-HANNIFIN CORP | $1K |
LOWLOWES COS INC | $1K |
PNCPNC FINL SVCS GROUP INC | $1K |
PGPROCTER AND GAMBLE CO | $1K |
KMBKIMBERLY-CLARK CORP | $1K |
AMTAMERICAN TOWER CORP NEW | $1K |
RACEFERRARI N V | $1K |
AZNASTRAZENECA PLC | $1K |
BACBANK AMERICA CORP | $1K |
TSMTAIWAN SEMICONDUCTOR MFG LTD | $1K |
SPGMSPDR INDEX SHS FDS | $1K |
BKBANK NEW YORK MELLON CORP | $1K |
TTENTOTALENERGIES SE | $1K |
WRBBERKLEY W R CORP | $1K |
ECLECOLAB INC | $1K |
MCOMOODYS CORP | $1K |
NVONOVO-NORDISK A S | $1K |
BRBROADRIDGE FINL SOLUTIONS IN | $1K |
DWDMORGAN STANLEY | $1K |
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