LVW Advisors, LLC Q4 2019 Filing
Filed February 10, 2020
Portfolio Value
$442K
Holdings
181
Report Date
Q4 2019
Filing Type
13F-HR
All Holdings (181 positions)
| Stock | Value |
|---|---|
AGGISHARES TR | $31.1M |
VUGVANGUARD INDEX FDS | $29.2M |
VEAVANGUARD TAX MANAGED INTL FD | $28.1M |
SCHESCHWAB STRATEGIC TR | $22.2M |
SCHPSCHWAB STRATEGIC TR | $17.2M |
BNDXVANGUARD CHARLOTTE FDS | $15.5M |
EMLPFIRST TR EXCHANGE TRADED FD | $14.8M |
VONGVANGUARD SCOTTSDALE FDS | $14.6M |
AAPLAPPLE INC | $13.5M |
IVVISHARES TR | $9.7M |
SCHGSCHWAB STRATEGIC TR | $8.1M |
SJNKSPDR SERIES TRUST | $6.9M |
MINTPIMCO ETF TR | $6.4M |
ACWVISHARES INC | $6.3M |
SCHFSCHWAB STRATEGIC TR | $6.1M |
SCHRSCHWAB STRATEGIC TR | $5.6M |
MSFTMICROSOFT CORP | $5.5M |
SCHDSCHWAB STRATEGIC TR | $5.5M |
SCHHSCHWAB STRATEGIC TR | $5.3M |
XOMEXXON MOBIL CORP | $4.9M |
JPMJPMORGAN CHASE & CO | $4.5M |
ABBVABBVIE INC | $4.5M |
INTCINTEL CORP | $4.4M |
VRPINVESCO EXCHNG TRADED FD TR | $4.3M |
BRK/BBERKSHIRE HATHAWAY INC DEL | $4.1M |
WFCWELLS FARGO CO NEW | $4.1M |
JNJJOHNSON & JOHNSON | $4.0M |
WMTWALMART INC | $3.7M |
QUALISHARES TR | $3.6M |
FNDASCHWAB STRATEGIC TR | $3.5M |
PTLCPACER FDS TR | $3.5M |
CSCOCISCO SYS INC | $3.4M |
BACVERIZON COMMUNICATIONS INC | $3.4M |
SCHOSCHWAB STRATEGIC TR | $3.4M |
PEPPEPSICO INC | $3.3M |
RTN1USDRAYTHEON CO | $3.3M |
PFEPFIZER INC | $3.2M |
FNDFSCHWAB STRATEGIC TR | $3.2M |
MCDMCDONALDS CORP | $3.2M |
SUBISHARES TR | $3.2M |
SBUXSTARBUCKS CORP | $3.1M |
WECWEC ENERGY GROUP INC | $3.1M |
DISDISNEY WALT CO | $3.0M |
CBCHUBB LIMITED | $3.0M |
DBEFDBX ETF TR | $3.0M |
WBAWALGREENS BOOTS ALLIANCE INC | $2.8M |
MOALTRIA GROUP INC | $2.8M |
AMGNAMGEN INC | $2.7M |
VPLVANGUARD INTL EQUITY INDEX F | $2.5M |
GDGENERAL DYNAMICS CORP | $2.5M |
SJMSMUCKER J M CO | $2.4M |
MMM3M CO | $2.3M |
VTEBVANGUARD MUN BD FD INC | $2.2M |
PRFZINVESCO EXCHANGE TRADED FD T | $2.1M |
VVISA INC | $2.1M |
VTWOVANGUARD SCOTTSDALE FDS | $1.9M |
TLTISHARES TR | $1.8M |
NDQINVESCO QQQ TR | $1.7M |
VOOVANGUARD INDEX FDS | $1.6M |
VTIVANGUARD INDEX FDS | $1.4M |
HEFAISHARES TR | $1.3M |
SPTLSPDR SERIES TRUST | $1.3M |
AQLTISHARES TR | $1.2M |
EBAEBAY INC | $1.2M |
VWOVANGUARD INTL EQUITY INDEX F | $1.2M |
DXJWISDOMTREE TR | $1.1M |
SCHASCHWAB STRATEGIC TR | $1.1M |
KMXCARMAX INC | $1.1M |
BSVVANGUARD BD INDEX FD INC | $1.0M |
PAYXPAYCHEX INC | $999K |
MAMASTERCARD INC | $989K |
STZCONSTELLATION BRANDS INC | $944K |
XLYSELECT SECTOR SPDR TR | $919K |
VGTVANGUARD WORLD FDS | $906K |
TIPISHARES TR | $891K |
METAFACEBOOK INC | $886K |
2JEFOCUS FINL PARTNERS INC | $876K |
GLREGREENLIGHT CAPITAL RE LTD | $866K |
DEODIAGEO P L C | $827K |
LMTLOCKHEED MARTIN CORP | $734K |
SPYSPDR S&P 500 ETF TR | $726K |
JECUSDJACOBS ENGR GROUP INC | $708K |
PXFINVESCO EXCHNG TRADED FD TR | $668K |
XLCSELECT SECTOR SPDR TR | $657K |
AZNASTRAZENECA PLC | $653K |
NVONOVO-NORDISK A S | $643K |
SONYSONY CORP | $611K |
—UROVANT SCIENCES LTD | $610K |
BMY-RBRISTOL MYERS SQUIBB CO | $606K |
—PHILLIPS 66 PARTNERS LP | $603K |
NVDANVIDIA CORP | $590K |
XLVSELECT SECTOR SPDR TR | $587K |
CACCCREDIT ACCEP CORP MICH | $572K |
TIFEURTIFFANY & CO NEW | $571K |
TSMTAIWAN SEMICONDUCTOR MFG LTD | $564K |
ASMLASML HOLDING N V | $558K |
DVYAISHARES INC | $553K |
HDHOME DEPOT INC | $521K |
GQ9SPDR GOLD TRUST | $509K |
PIIPOLARIS INC | $497K |
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