LVW Advisors, LLC Q2 2025 Filing
Filed July 17, 2025
Portfolio Value
$916.6M
Holdings
326
Report Date
Q2 2025
Filing Type
13F-HR
All Holdings (326 positions)
| Stock | Value |
|---|---|
SCHDSCHWAB STRATEGIC TR | $88.1M |
VEAVANGUARD TAX-MANAGED FDS | $70.3M |
VONGVANGUARD SCOTTSDALE FDS | $54.4M |
SCHOSCHWAB STRATEGIC TR | $44.7M |
STIPISHARES TR | $40.3M |
BIVVANGUARD BD INDEX FDS | $30.4M |
CGGOCAPITAL GROUP GBL GROWTH EQT | $30.3M |
AAPLAPPLE INC | $30.2M |
VUGVANGUARD INDEX FDS | $28.0M |
SCHGSCHWAB STRATEGIC TR | $23.5M |
TAFMAB ACTIVE ETFS INC | $21.9M |
CGIECAPITAL GROUP INTERNATIONAL | $21.7M |
SUBISHARES TR | $21.1M |
SPYSPDR S&P 500 ETF TR | $20.6M |
MSFTMICROSOFT CORP | $17.0M |
NVDANVIDIA CORPORATION | $14.6M |
BNDVANGUARD BD INDEX FDS | $13.3M |
IJRISHARES TR | $12.2M |
AMZNAMAZON COM INC | $10.3M |
AVGOBROADCOM INC | $8.5M |
JPMJPMORGAN CHASE & CO. | $7.6M |
VVISA INC | $7.5M |
PYLDPIMCO ETF TR | $7.2M |
METAMETA PLATFORMS INC | $7.1M |
GOOGALPHABET INC | $7.0M |
BRK/BBERKSHIRE HATHAWAY INC DEL | $6.9M |
GOOGLALPHABET INC | $5.7M |
VTWOVANGUARD SCOTTSDALE FDS | $4.9M |
BILSPDR SERIES TRUST | $4.6M |
MOALTRIA GROUP INC | $4.5M |
MAMASTERCARD INCORPORATED | $4.4M |
EMXCISHARES INC | $3.9M |
SCHFSCHWAB STRATEGIC TR | $3.8M |
JNJJOHNSON & JOHNSON | $3.6M |
ABBVABBVIE INC | $3.5M |
CSCOCISCO SYS INC | $3.5M |
CBCHUBB LIMITED | $3.4M |
VOOVANGUARD INDEX FDS | $3.4M |
4I1PHILIP MORRIS INTL INC | $3.3M |
HDHOME DEPOT INC | $3.0M |
PAYXPAYCHEX INC | $2.9M |
NEARISHARES U S ETF TR | $2.8M |
CITCINTAS CORP | $2.7M |
NFLXNETFLIX INC | $2.7M |
TSLATESLA INC | $2.6M |
IYWISHARES TR | $2.5M |
PLTRPALANTIR TECHNOLOGIES INC | $2.5M |
KOCOCA COLA CO | $2.5M |
DUKDUKE ENERGY CORP NEW | $2.4M |
MDTMEDTRONIC PLC | $2.4M |
LLYELI LILLY & CO | $2.4M |
GDGENERAL DYNAMICS CORP | $2.4M |
PEPPEPSICO INC | $2.3M |
COSTCOSTCO WHSL CORP NEW | $2.3M |
SPGIS&P GLOBAL INC | $2.2M |
WMTWALMART INC | $2.2M |
GILDGILEAD SCIENCES INC | $2.2M |
USBUS BANCORP DEL | $2.2M |
BACVERIZON COMMUNICATIONS INC | $2.2M |
XOMEXXON MOBIL CORP | $2.1M |
MCDMCDONALDS CORP | $2.1M |
BNLBROADSTONE NET LEASE INC | $2.0M |
SOSOUTHERN CO | $2.0M |
CMCSACOMCAST CORP NEW | $1.9M |
SCHZSCHWAB STRATEGIC TR | $1.9M |
CVXCHEVRON CORP NEW | $1.9M |
ABTABBOTT LABS | $1.8M |
SCHASCHWAB STRATEGIC TR | $1.8M |
WECWEC ENERGY GROUP INC | $1.8M |
AEPAMERICAN ELEC PWR CO INC | $1.8M |
LOWLOWES COS INC | $1.7M |
IWMISHARES TR | $1.7M |
ECLECOLAB INC | $1.7M |
AMGNAMGEN INC | $1.7M |
RTXRTX CORPORATION | $1.6M |
AMTAMERICAN TOWER CORP NEW | $1.6M |
PHPARKER-HANNIFIN CORP | $1.6M |
MRKMERCK & CO INC | $1.5M |
TSMTAIWAN SEMICONDUCTOR MFG LTD | $1.5M |
BRK-BBERKSHIRE HATHAWAY INC DEL | $1.5M |
RACEFERRARI N V | $1.4M |
EFVISHARES TR | $1.4M |
HCAHCA HEALTHCARE INC | $1.4M |
LPLALPL FINL HLDGS INC | $1.4M |
VICIVICI PPTYS INC | $1.4M |
SAPSAP SE | $1.4M |
KMBKIMBERLY-CLARK CORP | $1.3M |
BRBROADRIDGE FINL SOLUTIONS IN | $1.3M |
MCOMOODYS CORP | $1.2M |
EQREQUITY RESIDENTIAL | $1.2M |
VYMVANGUARD WHITEHALL FDS | $1.2M |
BKBANK NEW YORK MELLON CORP | $1.2M |
LIILENNOX INTL INC | $1.2M |
BACBANK AMERICA CORP | $1.2M |
PNCPNC FINL SVCS GROUP INC | $1.1M |
AZNASTRAZENECA PLC | $1.1M |
DEDEERE & CO | $1.1M |
PGPROCTER AND GAMBLE CO | $1.1M |
EFGISHARES TR | $1.1M |
VTIVANGUARD INDEX FDS | $1.1M |
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