LVW Advisors, LLC Q4 2023 Filing
Filed January 16, 2024
Portfolio Value
$533K
Holdings
255
Report Date
Q4 2023
Filing Type
13F-HR
All Holdings (255 positions)
| Stock | Value |
|---|---|
SCHDSCHWAB STRATEGIC TR | $79K |
VONGVANGUARD SCOTTSDALE FDS | $40K |
STIPISHARES TR | $28K |
VUGVANGUARD INDEX FDS | $27K |
AAPLAPPLE INC | $25K |
SCHOSCHWAB STRATEGIC TR | $15K |
SCHGSCHWAB STRATEGIC TR | $14K |
VTWOVANGUARD SCOTTSDALE FDS | $11K |
MSFTMICROSOFT CORP | $10K |
IUSBISHARES TR | $6K |
MBBISHARES TR | $6K |
BRK/BBERKSHIRE HATHAWAY INC DEL | $5K |
AVGOBROADCOM INC | $5K |
SCHASCHWAB STRATEGIC TR | $5K |
AMZNAMAZON COM INC | $5K |
SUBISHARES TR | $5K |
FNDFSCHWAB STRATEGIC TR | $5K |
JPMJPMORGAN CHASE & CO | $5K |
SCHESCHWAB STRATEGIC TR | $5K |
VVISA INC | $4K |
SPGMSPDR INDEX SHS FDS | $4K |
CGGOCAPITAL GROUP GBL GROWTH EQT | $4K |
VTEBVANGUARD MUN BD FDS | $4K |
EFGISHARES TR | $4K |
GOOGALPHABET INC | $4K |
ABBVABBVIE INC | $4K |
CSCOCISCO SYS INC | $3K |
PEPPEPSICO INC | $3K |
GOOGLALPHABET INC | $3K |
HDHOME DEPOT INC | $3K |
IGSBISHARES TR | $3K |
GDGENERAL DYNAMICS CORP | $3K |
AMGNAMGEN INC | $2K |
MCDMCDONALDS CORP | $2K |
SCHFSCHWAB STRATEGIC TR | $2K |
METAMETA PLATFORMS INC | $2K |
LLYELI LILLY & CO | $2K |
IWMISHARES TR | $2K |
CBCHUBB LIMITED | $2K |
AQLTISHARES TR | $2K |
BNLBROADSTONE NET LEASE INC | $2K |
WECWEC ENERGY GROUP INC | $2K |
PAYXPAYCHEX INC | $2K |
NEARISHARES U S ETF TR | $2K |
MAMASTERCARD INCORPORATED | $2K |
JNJJOHNSON & JOHNSON | $2K |
TLHISHARES TR | $2K |
NVDANVIDIA CORPORATION | $2K |
UNPUNION PAC CORP | $1K |
KOCOCA COLA CO | $1K |
DEDEERE & CO | $1K |
BACVERIZON COMMUNICATIONS INC | $1K |
ANEBANEBULO PHARMACEUTICALS INC | $1K |
GILDGILEAD SCIENCES INC | $1K |
SPYSPDR S&P 500 ETF TR | $1K |
PFEPFIZER INC | $1K |
PGPROCTER AND GAMBLE CO | $1K |
MDTMEDTRONIC PLC | $1K |
UPSUNITED PARCEL SERVICE INC | $1K |
BACBANK AMERICA CORP | $1K |
SCHPSCHWAB STRATEGIC TR | $1K |
VYMVANGUARD WHITEHALL FDS | $1K |
RTXRTX CORPORATION | $1K |
XOMEXXON MOBIL CORP | $1K |
MOALTRIA GROUP INC | $1K |
UNHUNITEDHEALTH GROUP INC | $1K |
VOOVANGUARD INDEX FDS | $1K |
EFVISHARES TR | $1K |
USBUS BANCORP DEL | $1K |
SCHZSCHWAB STRATEGIC TR | $1K |
ASMLASML HOLDING N V | $1K |
CITCINTAS CORP | $1K |
BMYBRISTOL-MYERS SQUIBB CO | $1K |
TTENTOTALENERGIES SE | $1K |
ACWIISHARES TR | $1K |
HEFAISHARES TR | $1K |
NVONOVO-NORDISK A S | $1K |
AZNASTRAZENECA PLC | $1K |
TSLATESLA INC | $1K |
CVXCHEVRON CORP NEW | $1K |
SAPSAP SE | $1K |
IYWISHARES TR | $1K |
4I1PHILIP MORRIS INTL INC | $0 |
STZCONSTELLATION BRANDS INC | $0 |
TMPTOMPKINS FINL CORP | $0 |
ODFLOLD DOMINION FREIGHT LINE IN | $0 |
TRVTRAVELERS COMPANIES INC | $0 |
SITESITEONE LANDSCAPE SUPPLY INC | $0 |
TGBTASEKO MINES LTD | $0 |
AMDADVANCED MICRO DEVICES INC | $0 |
ROLROLLINS INC | $0 |
DYHTARGET CORP | $0 |
PNRPENTAIR PLC | $0 |
ABGCENCORA INC | $0 |
WRBBERKLEY W R CORP | $0 |
EMREMERSON ELEC CO | $0 |
LYBLYONDELLBASELL INDUSTRIES N | $0 |
EXPOEXPONENT INC | $0 |
NOWSERVICENOW INC | $0 |
BUDANHEUSER BUSCH INBEV SA/NV | $0 |
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