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CIK: 0001576053
Total reported value
$1.2B
$1.2B
307 檔
24.4%
During the Q4 2024 filing period, LVW Advisors, LLC (CIK: 0001576053) submitted its Form 13F report to the U.S. SEC, disclosing a tracked public equity portfolio valued at $1.2B across 307 reported positions.
In Q4 2024, LVW Advisors, LLC displayed an active expansion posture, initiating 8 new positions and adding to 20 existing holdings, outstripping position reductions.
Showing top 200 holdings (of 307 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | SCHD | Schwab US Dvd Equity ETF | ETF-Other | 11.83% | -0.77% | +203.44% | |
| 2 | HEFA | Isha Curr Hedged Msci Eafe | ETF-Other | 7.16% | -0.03% | EXIT | |
| 3 | VONG | Vanguard Russell 1000 Growth | ETF-Other | 5.82% | -0.16% | +0.27% | |
| 4 | STIP | Ishares 0-5 Year Tips Bond E | ETF-Other | 4.61% | -0.32% | +7.45% | |
| 5 | AAPL | Apple Inc | Stock-Tech | 4.61% | +0.12% | +3.66% | |
| 6 | VUG | Vanguard Growth ETF | ETF-Other | 4.18% | -0.07% | +1.71% | |
| 7 | SCHO | Schwab Short-term US Treas | ETF-Other | 3.06% | -0.34% | +100.32% | |
| 8 | BND | Vanguard Total Bond Market | ETF-Other | 2.34% | -0.23% | — | |
| 9 | BIV | Vanguard Intermediate-term B | ETF-Other | 2.34% | -0.14% | -4.04% | |
| 10 | CGGO | Cap Group Global Growth | ETF-Other | 2.25% | +0.17% | +18.26% | |
| 11 | SCHG | Schwab US Large-cap Growth | ETF-Other | 2.24% | -0.01% | +298.01% | |
| 12 | BSV | Vanguard Short-term Bond ETF | ETF-Other | 1.61% | — | +30.71% | |
| 13 | CGIE | Cap Group Intl Equity | ETF-Other | 1.50% | -0.24% | +21.22% | |
| 14 | MSFT | Microsoft CORP | Stock-Tech | 1.49% | -0.14% | -5.75% | |
| 15 | TAFM | AB Tax Aware Inter Muni | ETF-Other | 1.22% | -0.02% | — | |
| 16 | IUSB | Ishr Cr Unvrse Usd Bd Etf-ui | ETF-Other | 1.19% | — | +2.98% | |
| 17 | NVDA | Nvidia CORP | Stock-Tech | 1.18% | — | +3.44% | |
| 18 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.11% | +0.06% | -1.81% | |
| 19 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 1.02% | -0.13% | +36.16% | |
| 20 | AVGO | Broadcom Inc | Stock-Tech | 0.98% | -0.02% | -13.77% | |
| 21 | VTWO | Vanguard Russell 2000 ETF | ETF-Small Cap | 0.97% | +0.58% | -25.56% | |
| 22 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.94% | -2.33% | +277.76% | |
| 23 | SUB | Ishares Short-term National | ETF-Other | 0.86% | — | +5.52% | |
| 24 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.86% | +0.14% | -1.12% | |
| 25 | MBB | Ishares Mbs ETF | ETF-Other | 0.83% | — | +0.71% | |
| 26 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.79% | -0.42% | -7.92% | |
| 27 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.77% | -0.02% | -2.23% | |
| 28 | V | Visa Inc-class A Shares | Stock-Financials | 0.75% | +0.03% | +2.76% | |
| 29 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.68% | +0.15% | -0.43% | |
| 30 | SPGM | State Street Spdr Portfolio | ETF-Other | 0.63% | — | +4.99% | |
| 31 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.60% | -0.10% | -3.90% | |
| 32 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 0.51% | -0.12% | +9.53% | |
| 33 | ABBV | Abbvie Inc | Stock-Healthcare | 0.47% | +0.03% | -5.29% | |
| 34 | MO | Altria Group Inc | Stock-Consumer Staples | 0.45% | +0.01% | -2.34% | |
| 35 | MA | Mastercard Inc - A | Stock-Financials | 0.44% | -0.02% | +6.47% | |
| 36 | EFG | Ishares Msci Eafe Growth ETF | ETF-Other | 0.43% | — | +138.76% | |
| 37 | SCHA | Schwab US Small-cap ETF | ETF-Other | 0.43% | -0.01% | +96.49% | |
| 38 | IGSB | Ishares 1-5y Inv Grade CORP | ETF-Other | 0.42% | -0.03% | +1.88% | |
| 39 | HD | Home Depot Inc | Stock-Consumer Disc | 0.42% | — | -2.40% | |
| 40 | CB | Chubb Limited | Stock-Financials | 0.38% | -0.04% | -1.68% | |
| 41 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.37% | -0.02% | +12.59% | |
| 42 | GOVT | Ishares US Treasury Bond ETF | ETF-Gov Bonds | 0.36% | +0.03% | NEW | |
| 43 | PEP | Pepsico Inc | Stock-Consumer Staples | 0.35% | -0.06% | +6.52% | |
| 44 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 0.34% | — | +23.24% | |
| 45 | GD | General Dynamics CORP | Stock-Industrials | 0.34% | -0.01% | -4.19% | |
| 46 | TLH | Ishares 10-20 Year Treasury | ETF-Gov Bonds | 0.34% | — | +1.44% | |
| 47 | CSCO | Cisco Systems Inc | Stock-Tech | 0.34% | +0.13% | -2.75% | |
| 48 | EMXC | Ishares Msci Emr Mrk Ex Chna | ETF-Other | 0.34% | +0.04% | +6.25% | |
| 49 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.32% | +0.01% | +4.05% | |
| 50 | IWM | Ishares Russell 2000 ETF | ETF-Small Cap | 0.32% | +0.01% | +2.47% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | BND | Vanguard Total Bond Market | +2.3% | NEW | New buy |
| 2 | TAFM | AB Tax Aware Inter Muni | +1.2% | NEW | New buy |
| 3 | SPY | Ss Spdr S&p 500 ETF Trust-us | +0.7% | +277.76% | Add |
| 4 | BSV | Vanguard Short-term Bond ETF | +0.3% | +30.71% | Add |
| 5 | AAPL | Apple Inc | +0.2% | +3.66% | Add |
| 6 | EFG | Ishares Msci Eafe Growth ETF | +0.2% | +138.76% | Add |
| 7 | IJR | Ishares Core S&p Small-cap E | +0.2% | +36.16% | Add |
| 8 | CGGO | Cap Group Global Growth | +0.2% | +18.26% | Add |
| 9 | TIP | Ishares Tips Bond ETF | +0.2% | NEW | New buy |
| 10 | PLTR | Palantir Technologies Inc-a | +0.2% | +66.97% | Add |
| 11 | BIL | Ss Spdr Bb 1-3m T-bill ETF | +0.1% | NEW | New buy |
| 12 | VUG | Vanguard Growth ETF | +0.1% | +1.71% | Add |
| 13 | TSLA | Tesla Inc | +0.1% | +4.05% | Add |
| 14 | AMZN | Amazon.com Inc | +0.1% | -1.81% | Trim |
| 15 | VONG | Vanguard Russell 1000 Growth | +0.1% | +0.27% | Add |
| 16 | NVDA | Nvidia CORP | +0.1% | +3.44% | Add |
| 17 | AVGO | Broadcom Inc | +0.1% | -13.77% | Trim |
| 18 | URTH | Ishares Msci World ETF | +0.1% | NEW | New buy |
| 19 | BLK | Blackrock Inc | +0.1% | NEW | New buy |
| 20 | OLLI | Ollie's Bargain Outlet Holdi | +0.1% | NEW | New buy |
| 21 | V | Visa Inc-class A Shares | +0.1% | +2.76% | Add |
| 22 | IWP | Ishares Russell Mid-cap Grow | +0.1% | NEW | New buy |
| 23 | GOOG | Alphabet Inc-cl C | +0.1% | -1.12% | Trim |
| 24 | XEL | Xcel Energy Inc | +0.1% | +167.14% | Add |
| 25 | CGIE | Cap Group Intl Equity | +0.1% | +21.22% | Add |
| 26 | GOOGL | Alphabet Inc-cl A | +0.1% | -0.43% | Trim |
| 27 | VOO | Vanguard S&p 500 ETF | +0.1% | +23.24% | Add |
| 28 | STIP | Ishares 0-5 Year Tips Bond E | 0% | +7.45% | Add |
| 29 | VYM | Vanguard High Dvd Yield ETF | 0% | +33.46% | Add |
| 30 | MA | Mastercard Inc - A | 0% | +6.47% | Add |
| 31 | SCHG | Schwab US Large-cap Growth | 0% | +298.01% | Add |
| 32 | AMD | Advanced Micro Devices | -0.1% | EXIT | Sold out |
| 33 | FICO | Fair Isaac CORP | -0.1% | -55.17% | Trim |
| 34 | TGT | Target CORP | -0.1% | -43.77% | Trim |
| 35 | BLKCHF | Blackrock Inc | -0.1% | EXIT | Sold out |
| 36 | NVO | Novo-nordisk A/s-spons Adr | -0.1% | -7.16% | Trim |
| 37 | MELI | Mercadolibre Inc | -0.1% | EXIT | Sold out |
| 38 | UNH | Unitedhealth Group Inc | -0.1% | -30.44% | Trim |
| 39 | FNDF | Schwab Fndmn Intl Lrg Co ETF | -0.1% | -27.93% | Trim |
| 40 | GD | General Dynamics CORP | -0.1% | -4.19% | Trim |
| 41 | LLY | Eli Lilly & Co | -0.1% | -12.40% | Trim |
| 42 | AMGN | Amgen Inc | -0.1% | -12.05% | Trim |
| 43 | ABBV | Abbvie Inc | -0.1% | -5.29% | Trim |
| 44 | HCA | Hca Healthcare Inc | -0.1% | -34.03% | Trim |
| 45 | SCHP | Schwab U.s. Tips ETF | -0.2% | -64.99% | Trim |
| 46 | MSFT | Microsoft CORP | -0.2% | -5.75% | Trim |
| 47 | BIV | Vanguard Intermediate-term B | -0.4% | -4.04% | Trim |
| 48 | VTWO | Vanguard Russell 2000 ETF | -0.4% | -25.56% | Trim |
| 49 | VTEB | Vanguard Tax-exempt Bond ETF | -0.5% | -74.92% | Trim |
| 50 | SCHD | Schwab US Dvd Equity ETF | -0.9% | +203.44% | Add |
According to official SEC Form 13F filings, LVW Advisors, LLC reported a total U.S. public equity portfolio value of $1.2B across 307 disclosed positions in Q4 2024.
During Q4 2024, LVW Advisors, LLC's top holdings by market value included SCHD (11.8%)、HEFA (7.2%)、VONG (5.8%). The largest single position, SCHD, represented 11.8% 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 24.4% of total reported equity market value during Q4 2024.
Top New Position Initiated
BND
市值: $19.5M
Top Position Liquidated / Trimmed
BLKCHF
前期市值: $647.6K
In Q4 2024, LVW Advisors, LLC made 50 total portfolio adjustments, initiating 8 new buys, adding to 20 positions, trimming 19 holdings, and fully liquidating 3 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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