LVW Advisors, LLC Q4 2024 Filing
Filed January 16, 2025
Portfolio Value
$830K
Holdings
307
Report Date
Q4 2024
Filing Type
13F-HR
All Holdings (307 positions)
| Stock | Value |
|---|---|
SCHDSCHWAB STRATEGIC TR | $98K |
HEFAISHARES TR | $59K |
VONGVANGUARD SCOTTSDALE FDS | $48K |
STIPISHARES TR | $38K |
AAPLAPPLE INC | $37K |
VUGVANGUARD INDEX FDS | $34K |
SCHOSCHWAB STRATEGIC TR | $25K |
BIVVANGUARD BD INDEX FDS | $19K |
BNDVANGUARD BD INDEX FDS | $19K |
CGGOCAPITAL GROUP GBL GROWTH EQT | $18K |
SCHGSCHWAB STRATEGIC TR | $18K |
BSVVANGUARD BD INDEX FDS | $13K |
MSFTMICROSOFT CORP | $12K |
CGIECAPITAL GROUP INTERNATIONAL | $12K |
TAFMAB ACTIVE ETFS INC | $10K |
AMZNAMAZON COM INC | $9K |
NVDANVIDIA CORPORATION | $9K |
IUSBISHARES TR | $9K |
AVGOBROADCOM INC | $8K |
IJRISHARES TR | $8K |
VTWOVANGUARD SCOTTSDALE FDS | $8K |
SUBISHARES TR | $7K |
GOOGALPHABET INC | $7K |
VVISA INC | $6K |
MBBISHARES TR | $6K |
BRK/BBERKSHIRE HATHAWAY INC DEL | $6K |
SPYSPDR S&P 500 ETF TR | $6K |
JPMJPMORGAN CHASE & CO. | $6K |
SPGMSPDR INDEX SHS FDS | $5K |
GOOGLALPHABET INC | $5K |
VEAVANGUARD TAX-MANAGED FDS | $4K |
METAMETA PLATFORMS INC | $4K |
MOALTRIA GROUP INC | $3K |
HDHOME DEPOT INC | $3K |
SCHASCHWAB STRATEGIC TR | $3K |
CBCHUBB LIMITED | $3K |
AQLTISHARES TR | $3K |
IGSBISHARES TR | $3K |
ABBVABBVIE INC | $3K |
JNJJOHNSON & JOHNSON | $3K |
EFGISHARES TR | $3K |
MAMASTERCARD INCORPORATED | $3K |
TLHISHARES TR | $2K |
PEPPEPSICO INC | $2K |
DUKDUKE ENERGY CORP NEW | $2K |
MCDMCDONALDS CORP | $2K |
IYWISHARES TR | $2K |
TSLATESLA INC | $2K |
IWMISHARES TR | $2K |
NEARISHARES U S ETF TR | $2K |
GDGENERAL DYNAMICS CORP | $2K |
CSCOCISCO SYS INC | $2K |
VOOVANGUARD INDEX FDS | $2K |
LLYELI LILLY & CO | $2K |
XOMEXXON MOBIL CORP | $2K |
WMTWALMART INC | $2K |
EMXCISHARES INC | $2K |
USBUS BANCORP DEL | $2K |
SCHFSCHWAB STRATEGIC TR | $2K |
PAYXPAYCHEX INC | $2K |
MDTMEDTRONIC PLC | $1K |
DWDMORGAN STANLEY | $1K |
CMCSACOMCAST CORP NEW | $1K |
LPLALPL FINL HLDGS INC | $1K |
SAPSAP SE | $1K |
PNCPNC FINL SVCS GROUP INC | $1K |
NFLXNETFLIX INC | $1K |
WECWEC ENERGY GROUP INC | $1K |
CVXCHEVRON CORP NEW | $1K |
SPGIS&P GLOBAL INC | $1K |
CITCINTAS CORP | $1K |
GILDGILEAD SCIENCES INC | $1K |
LIILENNOX INTL INC | $1K |
MASMASCO CORP | $1K |
ABTABBOTT LABS | $1K |
KMBKIMBERLY-CLARK CORP | $1K |
PHMPULTE GROUP INC | $1K |
VYMVANGUARD WHITEHALL FDS | $1K |
RACEFERRARI N V | $1K |
BNLBROADSTONE NET LEASE INC | $1K |
VTIVANGUARD INDEX FDS | $1K |
TIPISHARES TR | $1K |
KOCOCA COLA CO | $1K |
ANEBANEBULO PHARMACEUTICALS INC | $1K |
PHPARKER-HANNIFIN CORP | $1K |
MCOMOODYS CORP | $1K |
VTEBVANGUARD MUN BD FDS | $1K |
4I1PHILIP MORRIS INTL INC | $1K |
EFVISHARES TR | $1K |
PGPROCTER AND GAMBLE CO | $1K |
AMGNAMGEN INC | $1K |
PLTRPALANTIR TECHNOLOGIES INC | $1K |
NVONOVO-NORDISK A S | $1K |
BACVERIZON COMMUNICATIONS INC | $1K |
RTXRTX CORPORATION | $1K |
BILSPDR SER TR | $1K |
UNHUNITEDHEALTH GROUP INC | $1K |
COSTCOSTCO WHSL CORP NEW | $1K |
BKBANK NEW YORK MELLON CORP | $1K |
FNDFSCHWAB STRATEGIC TR | $1K |
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