LVW Advisors, LLC Q3 2022 Filing
Filed October 14, 2022
Portfolio Value
$447.5M
Holdings
218
Report Date
Q3 2022
Filing Type
13F-HR
All Holdings (218 positions)
| Stock | Value |
|---|---|
SCHPSCHWAB STRATEGIC TR | $32.2M |
VONGVANGUARD SCOTTSDALE FDS | $31.0M |
AAPLAPPLE INC | $24.7M |
VUGVANGUARD INDEX FDS | $23.5M |
SCHESCHWAB STRATEGIC TR | $16.1M |
AQLTISHARES TR | $16.0M |
SCHDSCHWAB STRATEGIC TR | $15.4M |
SCHGSCHWAB STRATEGIC TR | $10.6M |
SCHOSCHWAB STRATEGIC TR | $9.7M |
MSFTMICROSOFT CORP | $7.5M |
SCHZSCHWAB STRATEGIC TR | $6.0M |
VTWOVANGUARD SCOTTSDALE FDS | $5.9M |
VWOVANGUARD INTL EQUITY INDEX F | $5.9M |
JNJJOHNSON & JOHNSON | $5.3M |
BRK/BBERKSHIRE HATHAWAY INC DEL | $5.3M |
ABBVABBVIE INC | $5.2M |
PEPPEPSICO INC | $5.1M |
BMYBRISTOL-MYERS SQUIBB CO | $4.9M |
JPMJPMORGAN CHASE & CO | $4.8M |
GDGENERAL DYNAMICS CORP | $4.4M |
MCDMCDONALDS CORP | $4.3M |
VVISA INC | $4.3M |
AMZNAMAZON COM INC | $4.2M |
PTLCPACER FDS TR | $4.2M |
ACWVISHARES INC | $4.1M |
AMGNAMGEN INC | $4.1M |
MOALTRIA GROUP INC | $4.0M |
PFEPFIZER INC | $4.0M |
CSCOCISCO SYS INC | $3.8M |
WECWEC ENERGY GROUP INC | $3.7M |
VTEBVANGUARD MUN BD FDS | $3.7M |
HDHOME DEPOT INC | $3.6M |
CBCHUBB LIMITED | $3.4M |
GOOGALPHABET INC | $3.4M |
SCHASCHWAB STRATEGIC TR | $3.3M |
BACVERIZON COMMUNICATIONS INC | $3.3M |
SJMSMUCKER J M CO | $3.2M |
IWMISHARES TR | $3.2M |
RTXRAYTHEON TECHNOLOGIES CORP | $3.1M |
CVXCHEVRON CORP NEW | $3.0M |
TIPISHARES TR | $3.0M |
NEENEXTERA ENERGY INC | $2.9M |
LHXL3HARRIS TECHNOLOGIES INC | $2.8M |
UNPUNION PAC CORP | $2.8M |
SUBISHARES TR | $2.8M |
PGPROCTER AND GAMBLE CO | $2.8M |
VLUEISHARES TR | $2.7M |
AVGOBROADCOM INC | $2.6M |
DEDEERE & CO | $2.6M |
FNDFSCHWAB STRATEGIC TR | $2.6M |
SCHFSCHWAB STRATEGIC TR | $2.4M |
EFGISHARES TR | $2.3M |
SPGMSPDR INDEX SHS FDS | $2.2M |
MDTMEDTRONIC PLC | $2.2M |
GOOGLALPHABET INC | $2.1M |
ONSGBPOUTLOOK THERAPEUTICS INC | $2.1M |
PAYXPAYCHEX INC | $2.1M |
WBAWALGREENS BOOTS ALLIANCE INC | $2.0M |
EBAEBAY INC. | $1.9M |
ANEBANEBULO PHARMACEUTICALS INC | $1.9M |
EEMVISHARES INC | $1.7M |
NDQINVESCO QQQ TR | $1.6M |
MRKMERCK & CO INC | $1.4M |
XOMEXXON MOBIL CORP | $1.4M |
VPLVANGUARD INTL EQUITY INDEX F | $1.4M |
HEFAISHARES TR | $1.4M |
NVONOVO-NORDISK A S | $1.4M |
ENVXENOVIX CORPORATION | $1.3M |
DEODIAGEO PLC | $1.3M |
IEFISHARES TR | $1.3M |
NEARISHARES U S ETF TR | $1.3M |
MAMASTERCARD INCORPORATED | $1.3M |
UNHUNITEDHEALTH GROUP INC | $1.2M |
AZNASTRAZENECA PLC | $1.2M |
LPLALPL FINL HLDGS INC | $1.1M |
SPYSPDR S&P 500 ETF TR | $1.0M |
WQTMWISDOMTREE TR | $1.0M |
WRBBERKLEY W R CORP | $976K |
ASMLASML HOLDING N V | $969K |
ICVTISHARES TR | $924K |
STZCONSTELLATION BRANDS INC | $896K |
ACWIISHARES TR | $889K |
BNLBROADSTONE NET LEASE INC | $887K |
TSMTAIWAN SEMICONDUCTOR MFG LTD | $854K |
TXNTEXAS INSTRS INC | $840K |
UPSUNITED PARCEL SERVICE INC | $833K |
PGRPROGRESSIVE CORP | $821K |
NDSNNORDSON CORP | $816K |
METAMETA PLATFORMS INC | $811K |
BACBK OF AMERICA CORP | $800K |
IFRAISHARES TR | $799K |
POOLPOOL CORP | $775K |
ABJAABB LTD | $752K |
TSLATESLA INC | $739K |
DYHTARGET CORP | $724K |
DBEFDBX ETF TR | $718K |
BLKCHFBLACKROCK INC | $713K |
SBUXSTARBUCKS CORP | $708K |
CRLCHARLES RIV LABS INTL INC | $706K |
DDOMINION ENERGY INC | $703K |
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