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CIK: 0001576053
Total reported value
$1.2B
$1.2B
291 檔
21.9%
In Q2 2024, LVW Advisors, LLC's U.S. equity holdings reached a combined market value of $1.2B, distributed across 291 disclosed stock positions.
During Q2 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, HEFA, VONG) accounted for 21.9% of total reported equity market value during Q2 2024.
Showing top 200 holdings (of 291 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | SCHD | Schwab US Dvd Equity ETF | ETF-Other | 13.38% | -0.77% | +2.68% | |
| 2 | HEFA | Isha Curr Hedged Msci Eafe | ETF-Other | 7.68% | -0.03% | EXIT | |
| 3 | VONG | Vanguard Russell 1000 Growth | ETF-Other | 6.51% | -0.16% | +2.79% | |
| 4 | STIP | Ishares 0-5 Year Tips Bond E | ETF-Other | 4.75% | -0.32% | +4.37% | |
| 5 | AAPL | Apple Inc | Stock-Tech | 4.68% | +0.12% | +16.58% | |
| 6 | VUG | Vanguard Growth ETF | ETF-Other | 4.58% | -0.07% | +2.95% | |
| 7 | SCHO | Schwab Short-term US Treas | ETF-Other | 3.54% | -0.34% | +34.67% | |
| 8 | SCHG | Schwab US Large-cap Growth | ETF-Other | 2.45% | -0.01% | +6.84% | |
| 9 | MSFT | Microsoft CORP | Stock-Tech | 2.07% | -0.14% | +8.34% | |
| 10 | CGGO | Cap Group Global Growth | ETF-Other | 1.95% | +0.17% | +16.92% | |
| 11 | VTWO | Vanguard Russell 2000 ETF | ETF-Small Cap | 1.71% | +0.58% | +2.72% | |
| 12 | NVDA | Nvidia CORP | Stock-Tech | 1.25% | — | +1059.18% | |
| 13 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.12% | +0.06% | +4.62% | |
| 14 | IUSB | Ishr Cr Unvrse Usd Bd Etf-ui | ETF-Other | 1.07% | — | +1.01% | |
| 15 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 1.02% | +0.14% | +3.79% | |
| 16 | AVGO | Broadcom Inc | Stock-Tech | 1.01% | -0.02% | -10.38% | |
| 17 | MBB | Ishares Mbs ETF | ETF-Other | 0.97% | — | +2.77% | |
| 18 | SUB | Ishares Short-term National | ETF-Other | 0.94% | — | +4.67% | |
| 19 | FNDF | Schwab Fndmn Intl Lrg Co ETF | ETF-Other | 0.92% | -0.01% | +3.59% | |
| 20 | SCHA | Schwab US Small-cap ETF | ETF-Other | 0.92% | -0.01% | +3.99% | |
| 21 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.91% | -0.42% | +0.94% | |
| 22 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.89% | -0.02% | +1.15% | |
| 23 | CGIE | Cap Group Intl Equity | ETF-Other | 0.88% | -0.24% | +23.64% | |
| 24 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.82% | +0.15% | -1.71% | |
| 25 | V | Visa Inc-class A Shares | Stock-Financials | 0.73% | +0.03% | +0.67% | |
| 26 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-Other | 0.68% | -0.02% | +5.89% | |
| 27 | SPGM | State Street Spdr Portfolio | ETF-Other | 0.67% | — | +1.28% | |
| 28 | ABBV | Abbvie Inc | Stock-Healthcare | 0.61% | +0.03% | -2.76% | |
| 29 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.57% | -0.10% | +8.68% | |
| 30 | MO | Altria Group Inc | Stock-Consumer Staples | 0.49% | +0.01% | +32.97% | |
| 31 | GD | General Dynamics CORP | Stock-Industrials | 0.49% | -0.01% | -0.23% | |
| 32 | IGSB | Ishares 1-5y Inv Grade CORP | ETF-Other | 0.48% | -0.03% | +0.46% | |
| 33 | PEP | Pepsico Inc | Stock-Consumer Staples | 0.47% | -0.06% | -4.62% | |
| 34 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.45% | +0.06% | -3.17% | |
| 35 | CB | Chubb Limited | Stock-Financials | 0.44% | -0.04% | +3.68% | |
| 36 | HD | Home Depot Inc | Stock-Consumer Disc | 0.43% | — | -2.55% | |
| 37 | TLH | Ishares 10-20 Year Treasury | ETF-Gov Bonds | 0.41% | — | +4.61% | |
| 38 | GOVT | Ishares US Treasury Bond ETF | ETF-Gov Bonds | 0.41% | +0.03% | NEW | |
| 39 | EMXC | Ishares Msci Emr Mrk Ex Chna | ETF-Other | 0.39% | +0.04% | — | |
| 40 | IWM | Ishares Russell 2000 ETF | ETF-Small Cap | 0.38% | +0.01% | -1.74% | |
| 41 | MA | Mastercard Inc - A | Stock-Financials | 0.38% | -0.02% | +0.55% | |
| 42 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.37% | -0.02% | +20.11% | |
| 43 | NVO | Novo-nordisk A/s-spons Adr | Stock-Healthcare | 0.35% | -0.01% | +1.36% | |
| 44 | PAYX | Paychex Inc | Stock-Tech | 0.34% | -0.02% | -15.06% | |
| 45 | AMGN | Amgen Inc | Stock-Healthcare | 0.34% | -0.03% | -1.88% | |
| 46 | USB | US Bancorp | Stock-Financials | 0.31% | +0.02% | +37.26% | |
| 47 | IYW | Ishares Ustechnology ETF | ETF-Tech | 0.31% | -0.02% | +1.74% | |
| 48 | SCHF | Schwab Intl Equity ETF | ETF-Other | 0.31% | -0.05% | +6.82% | |
| 49 | NEAR | Ishares Sh Dba ETF Usd Inc | ETF-Other | 0.31% | -0.05% | +3.04% | |
| 50 | XOM | Exxon Mobil CORP | Stock-Energy | 0.31% | -0.09% | +4.91% |
According to official SEC Form 13F filings, LVW Advisors, LLC reported a total U.S. public equity portfolio value of $1.2B across 291 disclosed positions in Q2 2024.
During Q2 2024, LVW Advisors, LLC's top holdings by market value included SCHD (13.4%)、HEFA (7.7%)、VONG (6.5%). The largest single position, SCHD, represented 13.4% of total portfolio value.
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In Q2 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.
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