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CIK: 0001576053
Total reported value
$1.2B
$1.2B
308 檔
23.8%
According to the latest 13F quarterly dataset, LVW Advisors, LLC managed an equity portfolio of $1.2B at the end of Q3 2024, spanning 308 distinct U.S. exchange-listed positions.
In Q3 2024, LVW Advisors, LLC displayed an active expansion posture, initiating 4 new positions and adding to 29 existing holdings, outstripping position reductions.
Showing top 200 holdings (of 308 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | SCHD | Schwab US Dvd Equity ETF | ETF-Other | 12.76% | -0.77% | +0.74% | |
| 2 | HEFA | Isha Curr Hedged Msci Eafe | ETF-Other | 7.61% | -0.03% | EXIT | |
| 3 | VONG | Vanguard Russell 1000 Growth | ETF-Other | 5.73% | -0.16% | -1.80% | |
| 4 | STIP | Ishares 0-5 Year Tips Bond E | ETF-Other | 4.57% | -0.32% | +8.41% | |
| 5 | AAPL | Apple Inc | Stock-Tech | 4.37% | +0.12% | -3.08% | |
| 6 | VUG | Vanguard Growth ETF | ETF-Other | 4.07% | -0.07% | -0.69% | |
| 7 | SCHO | Schwab Short-term US Treas | ETF-Other | 3.29% | -0.34% | +4.93% | |
| 8 | BIV | Vanguard Intermediate-term B | ETF-Other | 2.71% | -0.14% | +9535.17% | |
| 9 | SCHG | Schwab US Large-cap Growth | ETF-Other | 2.22% | -0.01% | +0.88% | |
| 10 | CGGO | Cap Group Global Growth | ETF-Other | 2.08% | +0.17% | +19.50% | |
| 11 | MSFT | Microsoft CORP | Stock-Tech | 1.71% | -0.14% | -1.53% | |
| 12 | CGIE | Cap Group Intl Equity | ETF-Other | 1.45% | -0.24% | +78.07% | |
| 13 | VTWO | Vanguard Russell 2000 ETF | ETF-Small Cap | 1.37% | +0.58% | -15.56% | |
| 14 | BSV | Vanguard Short-term Bond ETF | ETF-Other | 1.33% | — | — | |
| 15 | IUSB | Ishr Cr Unvrse Usd Bd Etf-ui | ETF-Other | 1.28% | — | +31.67% | |
| 16 | NVDA | Nvidia CORP | Stock-Tech | 1.09% | — | +1.63% | |
| 17 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.01% | +0.06% | +7.59% | |
| 18 | MBB | Ishares Mbs ETF | ETF-Other | 0.92% | — | +4.03% | |
| 19 | AVGO | Broadcom Inc | Stock-Tech | 0.89% | -0.02% | +849.76% | |
| 20 | SUB | Ishares Short-term National | ETF-Other | 0.87% | — | +5.02% | |
| 21 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.84% | -0.02% | -3.64% | |
| 22 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 0.81% | -0.13% | +1746.59% | |
| 23 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.80% | +0.14% | -0.36% | |
| 24 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.80% | -0.42% | -3.31% | |
| 25 | V | Visa Inc-class A Shares | Stock-Financials | 0.68% | +0.03% | +0.93% | |
| 26 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-Other | 0.66% | -0.02% | +9.09% | |
| 27 | SPGM | State Street Spdr Portfolio | ETF-Other | 0.65% | — | +3.96% | |
| 28 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.65% | -0.10% | +13.83% | |
| 29 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.63% | +0.15% | -3.13% | |
| 30 | ABBV | Abbvie Inc | Stock-Healthcare | 0.58% | +0.03% | -3.76% | |
| 31 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 0.55% | -0.12% | — | |
| 32 | MO | Altria Group Inc | Stock-Consumer Staples | 0.48% | +0.01% | -0.98% | |
| 33 | HD | Home Depot Inc | Stock-Consumer Disc | 0.47% | — | +6.78% | |
| 34 | SCHA | Schwab US Small-cap ETF | ETF-Other | 0.46% | -0.01% | -47.10% | |
| 35 | IGSB | Ishares 1-5y Inv Grade CORP | ETF-Other | 0.45% | -0.03% | +3.21% | |
| 36 | GD | General Dynamics CORP | Stock-Industrials | 0.43% | -0.01% | -2.23% | |
| 37 | CB | Chubb Limited | Stock-Financials | 0.43% | -0.04% | +0.34% | |
| 38 | MA | Mastercard Inc - A | Stock-Financials | 0.41% | -0.02% | +11.07% | |
| 39 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.39% | -0.02% | +9.80% | |
| 40 | PEP | Pepsico Inc | Stock-Consumer Staples | 0.39% | -0.06% | -8.17% | |
| 41 | TLH | Ishares 10-20 Year Treasury | ETF-Gov Bonds | 0.39% | — | +1.45% | |
| 42 | GOVT | Ishares US Treasury Bond ETF | ETF-Gov Bonds | 0.38% | +0.03% | NEW | |
| 43 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.37% | +0.06% | -2.77% | |
| 44 | EMXC | Ishares Msci Emr Mrk Ex Chna | ETF-Other | 0.37% | +0.04% | +5.89% | |
| 45 | USB | US Bancorp | Stock-Financials | 0.34% | +0.02% | +8.01% | |
| 46 | CSCO | Cisco Systems Inc | Stock-Tech | 0.33% | +0.13% | +13.36% | |
| 47 | IWM | Ishares Russell 2000 ETF | ETF-Small Cap | 0.33% | +0.01% | -8.34% | |
| 48 | PAYX | Paychex Inc | Stock-Tech | 0.33% | -0.02% | -2.50% | |
| 49 | BNL | Broadstone Net Lease Inc | Stock-Real Estate | 0.31% | — | — | |
| 50 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 0.31% | -0.05% | -3.05% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | BIV | Vanguard Intermediate-term B | +2.7% | +9535.17% | Add |
| 2 | BSV | Vanguard Short-term Bond ETF | +1.3% | NEW | New buy |
| 3 | IJR | Ishares Core S&p Small-cap E | +0.8% | +1746.59% | Add |
| 4 | CGIE | Cap Group Intl Equity | +0.6% | +78.07% | Add |
| 5 | VEA | Vanguard Ftse Developed ETF | +0.6% | NEW | New buy |
| 6 | IUSB | Ishr Cr Unvrse Usd Bd Etf-ui | +0.2% | +31.67% | Add |
| 7 | CMCSA | Comcast Corp-class A | +0.1% | +176.43% | Add |
| 8 | CGGO | Cap Group Global Growth | +0.1% | +19.50% | Add |
| 9 | OLED | Universal Display CORP | +0.1% | NEW | New buy |
| 10 | META | Meta Platforms Inc-class A | +0.1% | +13.83% | Add |
| 11 | TSLA | Tesla Inc | +0.1% | +42.29% | Add |
| 12 | MDT | Medtronic plc | +0.1% | +51.42% | Add |
| 13 | PHM | Pultegroup Inc | +0.1% | +29.05% | Add |
| 14 | VICI | Vici Properties Inc | +0.1% | +108.36% | Add |
| 15 | NET | Cloudflare Inc - Class A | +0.1% | NEW | New buy |
| 16 | ODFL | Old Dominion Freight Line | +0.1% | +155.25% | Add |
| 17 | HD | Home Depot Inc | 0% | +6.78% | Add |
| 18 | UNH | Unitedhealth Group Inc | 0% | +20.23% | Add |
| 19 | MA | Mastercard Inc - A | 0% | +11.07% | Add |
| 20 | CSCO | Cisco Systems Inc | 0% | +13.36% | Add |
| 21 | USB | US Bancorp | 0% | +8.01% | Add |
| 22 | KO | Coca-cola Co/the | 0% | +13.60% | Add |
| 23 | JNJ | Johnson & Johnson | 0% | +9.80% | Add |
| 24 | VOO | Vanguard S&p 500 ETF | 0% | +17.44% | Add |
| 25 | VTEB | Vanguard Tax-exempt Bond ETF | 0% | +9.09% | Add |
| 26 | SPGM | State Street Spdr Portfolio | 0% | +3.96% | Add |
| 27 | ABBV | Abbvie Inc | 0% | -3.76% | Trim |
| 28 | MBB | Ishares Mbs ETF | -0.1% | +4.03% | Add |
| 29 | BRK-B | Berkshire Hathaway Inc-cl B | -0.1% | -3.64% | Trim |
| 30 | HEFA | Isha Curr Hedged Msci Eafe | -0.1% | +14.15% | Add |
| 31 | TEL | TE Connectivity plc | -0.1% | EXIT | Sold out |
| 32 | SUB | Ishares Short-term National | -0.1% | +5.02% | Add |
| 33 | DLB | Dolby Laboratories Inc-cl A | -0.1% | EXIT | Sold out |
| 34 | ASML | ASML Holding N.V. | -0.1% | -12.65% | Trim |
| 35 | ANEB | Anebulo Pharmaceuticals Inc | -0.1% | -0.16% | Trim |
| 36 | DPZ | Domino's Pizza Inc | -0.1% | -37.25% | Trim |
| 37 | NVO | Novo-nordisk A/s-spons Adr | -0.1% | -8.39% | Trim |
| 38 | STIP | Ishares 0-5 Year Tips Bond E | -0.2% | +8.41% | Add |
| 39 | GOOGL | Alphabet Inc-cl A | -0.2% | -3.13% | Trim |
| 40 | GOOG | Alphabet Inc-cl C | -0.2% | -0.36% | Trim |
| 41 | SCHG | Schwab US Large-cap Growth | -0.2% | +0.88% | Add |
| 42 | SCHO | Schwab Short-term US Treas | -0.3% | +4.93% | Add |
| 43 | AAPL | Apple Inc | -0.3% | -3.08% | Trim |
| 44 | VTWO | Vanguard Russell 2000 ETF | -0.3% | -15.56% | Trim |
| 45 | MSFT | Microsoft CORP | -0.4% | -1.53% | Trim |
| 46 | SCHA | Schwab US Small-cap ETF | -0.5% | -47.10% | Trim |
| 47 | VUG | Vanguard Growth ETF | -0.5% | -0.69% | Trim |
| 48 | SCHD | Schwab US Dvd Equity ETF | -0.6% | +0.74% | Add |
| 49 | FNDF | Schwab Fndmn Intl Lrg Co ETF | -0.7% | -73.17% | Trim |
| 50 | VONG | Vanguard Russell 1000 Growth | -0.8% | -1.80% | Trim |
According to official SEC Form 13F filings, LVW Advisors, LLC reported a total U.S. public equity portfolio value of $1.2B across 308 disclosed positions in Q3 2024.
During Q3 2024, LVW Advisors, LLC's top holdings by market value included SCHD (12.8%)、HEFA (7.6%)、VONG (5.7%). The largest single position, SCHD, represented 12.8% 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 terms of portfolio concentration, the top 5 core holdings (including SCHD, HEFA, VONG) accounted for 23.8% of total reported equity market value during Q3 2024.
Top New Position Initiated
BSV
市值: $10.4M
Top Position Liquidated / Trimmed
DLB
前期市值: $578.8K
In Q3 2024, LVW Advisors, LLC made 50 total portfolio adjustments, initiating 4 new buys, adding to 29 positions, trimming 15 holdings, and fully liquidating 2 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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