13F GuideFiling Basics
What is SEC Form 13F? Ultimate Guide to Institutional Equity Filings
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
AlphaSMO Research GuideRead Guide
CIK: 0001576053
Total reported value
$1.2B
$1.2B
285 檔
18.5%
As reported in its official Q1 2024 Form 13F filing, LVW Advisors, LLC's tracked investment portfolio stood at $1.2B with 285 total positions.
During Q1 2024, LVW Advisors, LLC's portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
In terms of portfolio concentration, the top 5 core holdings (including SCHD, VONG, STIP) accounted for 18.5% of total reported equity market value during Q1 2024.
Showing top 200 holdings (of 285 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | SCHD | Schwab US Dvd Equity ETF | ETF-Other | 15.64% | -0.77% | +9.40% | |
| 2 | VONG | Vanguard Russell 1000 Growth | ETF-Other | 6.78% | -0.16% | -9.97% | |
| 3 | STIP | Ishares 0-5 Year Tips Bond E | ETF-Other | 5.27% | -0.32% | +8.18% | |
| 4 | VUG | Vanguard Growth ETF | ETF-Other | 4.74% | -0.07% | -9.12% | |
| 5 | AAPL | Apple Inc | Stock-Tech | 3.79% | +0.12% | -0.98% | |
| 6 | SCHO | Schwab Short-term US Treas | ETF-Other | 3.05% | -0.34% | +13.72% | |
| 7 | SCHG | Schwab US Large-cap Growth | ETF-Other | 2.44% | -0.01% | -11.54% | |
| 8 | MSFT | Microsoft CORP | Stock-Tech | 2.08% | -0.14% | +0.37% | |
| 9 | VTWO | Vanguard Russell 2000 ETF | ETF-Small Cap | 2.00% | +0.58% | +0.12% | |
| 10 | CGGO | Cap Group Global Growth | ETF-Other | 1.89% | +0.17% | +121.32% | |
| 11 | IUSB | Ishr Cr Unvrse Usd Bd Etf-ui | ETF-Other | 1.24% | — | +8.31% | |
| 12 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.16% | +0.06% | +8.37% | |
| 13 | MBB | Ishares Mbs ETF | ETF-Other | 1.10% | — | -0.06% | |
| 14 | AVGO | Broadcom Inc | Stock-Tech | 1.07% | -0.02% | -6.08% | |
| 15 | SCHA | Schwab US Small-cap ETF | ETF-Other | 1.06% | -0.01% | +10.18% | |
| 16 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 1.05% | -0.02% | -0.64% | |
| 17 | FNDF | Schwab Fndmn Intl Lrg Co ETF | ETF-Other | 1.05% | -0.01% | +1.37% | |
| 18 | SUB | Ishares Short-term National | ETF-Other | 1.04% | — | +19.23% | |
| 19 | JPM | Jpmorgan Chase & Co | Stock-Financials | 1.03% | -0.42% | -4.42% | |
| 20 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.94% | +0.14% | +3.08% | |
| 21 | NVDA | Nvidia CORP | Stock-Tech | 0.91% | — | +15.97% | |
| 22 | V | Visa Inc-class A Shares | Stock-Financials | 0.90% | +0.03% | +0.51% | |
| 23 | CGIE | Cap Group Intl Equity | ETF-Other | 0.84% | -0.24% | +590.34% | |
| 24 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.80% | +0.15% | +12.76% | |
| 25 | ABBV | Abbvie Inc | Stock-Healthcare | 0.77% | +0.03% | -7.09% | |
| 26 | SPGM | State Street Spdr Portfolio | ETF-Other | 0.76% | — | -4.29% | |
| 27 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-Other | 0.75% | -0.02% | -6.80% | |
| 28 | PEP | Pepsico Inc | Stock-Consumer Staples | 0.61% | -0.06% | -11.13% | |
| 29 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.59% | -0.10% | +13.18% | |
| 30 | HD | Home Depot Inc | Stock-Consumer Disc | 0.57% | — | -3.12% | |
| 31 | IGSB | Ishares 1-5y Inv Grade CORP | ETF-Other | 0.56% | -0.03% | -1.39% | |
| 32 | GD | General Dynamics CORP | Stock-Industrials | 0.55% | -0.01% | -11.31% | |
| 33 | SCHE | Schwab Emrg Mrkts Eqty ETF | ETF-Other | 0.54% | +0.42% | -40.32% | |
| 34 | CSCO | Cisco Systems Inc | Stock-Tech | 0.50% | +0.13% | -6.08% | |
| 35 | CB | Chubb Limited | Stock-Financials | 0.50% | -0.04% | -2.26% | |
| 36 | PAYX | Paychex Inc | Stock-Tech | 0.48% | -0.02% | +0.07% | |
| 37 | MA | Mastercard Inc - A | Stock-Financials | 0.47% | -0.02% | +4.88% | |
| 38 | GOVT | Ishares US Treasury Bond ETF | ETF-Gov Bonds | 0.47% | +0.03% | NEW | |
| 39 | TLH | Ishares 10-20 Year Treasury | ETF-Gov Bonds | 0.47% | — | +1.21% | |
| 40 | IWM | Ishares Russell 2000 ETF | ETF-Small Cap | 0.46% | +0.01% | -0.60% | |
| 41 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.46% | +0.06% | -9.22% | |
| 42 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 0.43% | -0.05% | -7.96% | |
| 43 | MO | Altria Group Inc | Stock-Consumer Staples | 0.41% | +0.01% | +22.95% | |
| 44 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.39% | -0.02% | -2.33% | |
| 45 | AMGN | Amgen Inc | Stock-Healthcare | 0.36% | -0.03% | -24.32% | |
| 46 | NVO | Novo-nordisk A/s-spons Adr | Stock-Healthcare | 0.36% | -0.01% | -3.66% | |
| 47 | EFV | Ishares Msci Eafe Value ETF | ETF-Other | 0.35% | — | +19.48% | |
| 48 | NEAR | Ishares Sh Dba ETF Usd Inc | ETF-Other | 0.35% | -0.05% | -9.87% | |
| 49 | XOM | Exxon Mobil CORP | Stock-Energy | 0.34% | -0.09% | -3.50% | |
| 50 | SCHF | Schwab Intl Equity ETF | ETF-Other | 0.34% | -0.05% | -16.15% |
According to official SEC Form 13F filings, LVW Advisors, LLC reported a total U.S. public equity portfolio value of $1.2B across 285 disclosed positions in Q1 2024.
During Q1 2024, LVW Advisors, LLC's top holdings by market value included SCHD (15.6%)、VONG (6.8%)、STIP (5.3%). The largest single position, SCHD, represented 15.6% of total portfolio value.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In Q1 2024, LVW Advisors, LLC made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
Understand SEC Form 4 insider disclosures for corporate officers, directors, and 10% owners to track executive transactions.
Understand Rule 144 restricted stock sale notices to spot planned insider liquidations before market sell pressure arrives.
Explore the 5% beneficial ownership threshold, 13D vs 13G filing differences, and recent SEC accelerated deadline rules.
Best practices for analyzing 13F quarterly changes without getting misled by stock splits, options, or market valuation drift.
Learn how AlphaSMO's flagship signal detects high-conviction stocks where 13F hedge funds and corporate insiders buy at the same time.