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CIK: 0001576053
Total reported value
$1.2B
$1.2B
297 檔
25.6%
At the close of Q1 2025, LVW Advisors, LLC disclosed equity holdings valued at approximately $1.2B, spread across 297 reported holdings.
In Q1 2025, LVW Advisors, LLC displayed an active expansion posture, initiating 50 new positions and adding to 0 existing holdings, outstripping position reductions.
In terms of portfolio concentration, the top 5 core holdings (including SCHD, HEFA, SCHO) accounted for 25.6% of total reported equity market value during Q1 2025.
Showing top 200 holdings (of 297 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% | -1.64% | |
| 2 | HEFA | Isha Curr Hedged Msci Eafe | ETF-Other | 7.59% | -0.03% | EXIT | |
| 3 | SCHO | Schwab Short-term US Treas | ETF-Other | 5.59% | -0.34% | +81.54% | |
| 4 | VONG | Vanguard Russell 1000 Growth | ETF-Other | 5.53% | -0.16% | +6.52% | |
| 5 | STIP | Ishares 0-5 Year Tips Bond E | ETF-Other | 4.93% | -0.32% | +4.69% | |
| 6 | AAPL | Apple Inc | Stock-Tech | 4.06% | +0.12% | -0.02% | |
| 7 | VUG | Vanguard Growth ETF | ETF-Other | 3.60% | -0.07% | -4.12% | |
| 8 | BIV | Vanguard Intermediate-term B | ETF-Other | 3.45% | -0.14% | +44.52% | |
| 9 | CGGO | Cap Group Global Growth | ETF-Other | 2.60% | +0.17% | +20.08% | |
| 10 | TAFM | AB Tax Aware Inter Muni | ETF-Other | 2.44% | -0.02% | +102.37% | |
| 11 | SCHG | Schwab US Large-cap Growth | ETF-Other | 2.38% | -0.01% | +19.10% | |
| 12 | SUB | Ishares Short-term National | ETF-Other | 2.34% | — | +172.87% | |
| 13 | BND | Vanguard Total Bond Market | ETF-Other | 2.15% | -0.23% | -9.67% | |
| 14 | CGIE | Cap Group Intl Equity | ETF-Other | 1.97% | -0.24% | +23.51% | |
| 15 | MSFT | Microsoft CORP | Stock-Tech | 1.37% | -0.14% | +3.74% | |
| 16 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 1.13% | -0.13% | +22.87% | |
| 17 | NVDA | Nvidia CORP | Stock-Tech | 1.01% | — | +6.69% | |
| 18 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.98% | +0.06% | +3.08% | |
| 19 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.90% | -0.02% | +0.60% | |
| 20 | V | Visa Inc-class A Shares | Stock-Financials | 0.84% | +0.03% | +0.57% | |
| 21 | PYLD | Pimco Multisector Bond Actv | ETF-Other | 0.81% | -0.08% | — | |
| 22 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.78% | -0.42% | -2.03% | |
| 23 | VTWO | Vanguard Russell 2000 ETF | ETF-Small Cap | 0.72% | +0.58% | -17.29% | |
| 24 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.70% | +0.14% | +0.25% | |
| 25 | AVGO | Broadcom Inc | Stock-Tech | 0.66% | -0.02% | -5.51% | |
| 26 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.66% | -0.10% | +12.07% | |
| 27 | ABBV | Abbvie Inc | Stock-Healthcare | 0.54% | +0.03% | -2.17% | |
| 28 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.53% | +0.15% | -4.04% | |
| 29 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 0.53% | -0.12% | -2.92% | |
| 30 | MO | Altria Group Inc | Stock-Consumer Staples | 0.52% | +0.01% | +0.18% | |
| 31 | MA | Mastercard Inc - A | Stock-Financials | 0.47% | -0.02% | +2.87% | |
| 32 | CB | Chubb Limited | Stock-Financials | 0.41% | -0.04% | -1.75% | |
| 33 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.41% | -0.02% | -4.17% | |
| 34 | EMXC | Ishares Msci Emr Mrk Ex Chna | ETF-Other | 0.39% | +0.04% | +16.24% | |
| 35 | SCHF | Schwab Intl Equity ETF | ETF-Other | 0.38% | -0.05% | +39.73% | |
| 36 | HD | Home Depot Inc | Stock-Consumer Disc | 0.36% | — | -8.66% | |
| 37 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 0.36% | — | +9.52% | |
| 38 | PAYX | Paychex Inc | Stock-Tech | 0.36% | -0.02% | +2.10% | |
| 39 | CSCO | Cisco Systems Inc | Stock-Tech | 0.35% | +0.13% | +1.01% | |
| 40 | BIL | Ss Spdr Bb 1-3m T-bill ETF | ETF-Gov Bonds | 0.35% | -0.05% | +162.53% | |
| 41 | NEAR | Ishares Sh Dba ETF Usd Inc | ETF-Other | 0.33% | -0.05% | +6.61% | |
| 42 | PEP | Pepsico Inc | Stock-Consumer Staples | 0.32% | -0.06% | -6.19% | |
| 43 | GD | General Dynamics CORP | Stock-Industrials | 0.31% | -0.01% | -12.62% | |
| 44 | DUK | Duke Energy CORP | Stock-Utilities | 0.29% | -0.02% | +5.01% | |
| 45 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.29% | +0.06% | +0.38% | |
| 46 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 0.29% | -0.05% | -1.50% | |
| 47 | CTAS | Cintas CORP | Stock-Industrials | 0.27% | -0.03% | +5.40% | |
| 48 | SCHA | Schwab US Small-cap ETF | ETF-Other | 0.27% | -0.01% | -30.04% | |
| 49 | KO | Coca-cola Co/the | Stock-Consumer Staples | 0.27% | — | +6.91% | |
| 50 | MDT | Medtronic plc | Stock-Healthcare | 0.26% | -0.05% | +24.82% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | SCHD | Schwab US Dvd Equity ETF | — | NEW | New buy |
| 2 | HEFA | Isha Curr Hedged Msci Eafe | — | NEW | New buy |
| 3 | SCHO | Schwab Short-term US Treas | — | NEW | New buy |
| 4 | VONG | Vanguard Russell 1000 Growth | — | NEW | New buy |
| 5 | STIP | Ishares 0-5 Year Tips Bond E | — | NEW | New buy |
| 6 | AAPL | Apple Inc | — | NEW | New buy |
| 7 | VUG | Vanguard Growth ETF | — | NEW | New buy |
| 8 | BIV | Vanguard Intermediate-term B | — | NEW | New buy |
| 9 | CGGO | Cap Group Global Growth | — | NEW | New buy |
| 10 | TAFM | AB Tax Aware Inter Muni | — | NEW | New buy |
| 11 | SCHG | Schwab US Large-cap Growth | — | NEW | New buy |
| 12 | SUB | Ishares Short-term National | — | NEW | New buy |
| 13 | BND | Vanguard Total Bond Market | — | NEW | New buy |
| 14 | CGIE | Cap Group Intl Equity | — | NEW | New buy |
| 15 | MSFT | Microsoft CORP | — | NEW | New buy |
| 16 | IJR | Ishares Core S&p Small-cap E | — | NEW | New buy |
| 17 | NVDA | Nvidia CORP | — | NEW | New buy |
| 18 | AMZN | Amazon.com Inc | — | NEW | New buy |
| 19 | BRK-B | Berkshire Hathaway Inc-cl B | — | NEW | New buy |
| 20 | V | Visa Inc-class A Shares | — | NEW | New buy |
| 21 | PYLD | Pimco Multisector Bond Actv | — | NEW | New buy |
| 22 | JPM | Jpmorgan Chase & Co | — | NEW | New buy |
| 23 | VTWO | Vanguard Russell 2000 ETF | — | NEW | New buy |
| 24 | GOOG | Alphabet Inc-cl C | — | NEW | New buy |
| 25 | AVGO | Broadcom Inc | — | NEW | New buy |
| 26 | META | Meta Platforms Inc-class A | — | NEW | New buy |
| 27 | ABBV | Abbvie Inc | — | NEW | New buy |
| 28 | GOOGL | Alphabet Inc-cl A | — | NEW | New buy |
| 29 | VEA | Vanguard Ftse Developed ETF | — | NEW | New buy |
| 30 | MO | Altria Group Inc | — | NEW | New buy |
| 31 | MA | Mastercard Inc - A | — | NEW | New buy |
| 32 | CB | Chubb Limited | — | NEW | New buy |
| 33 | JNJ | Johnson & Johnson | — | NEW | New buy |
| 34 | EMXC | Ishares Msci Emr Mrk Ex Chna | — | NEW | New buy |
| 35 | SCHF | Schwab Intl Equity ETF | — | NEW | New buy |
| 36 | HD | Home Depot Inc | — | NEW | New buy |
| 37 | VOO | Vanguard S&p 500 ETF | — | NEW | New buy |
| 38 | PAYX | Paychex Inc | — | NEW | New buy |
| 39 | CSCO | Cisco Systems Inc | — | NEW | New buy |
| 40 | BIL | Ss Spdr Bb 1-3m T-bill ETF | — | NEW | New buy |
| 41 | NEAR | Ishares Sh Dba ETF Usd Inc | — | NEW | New buy |
| 42 | PEP | Pepsico Inc | — | NEW | New buy |
| 43 | GD | General Dynamics CORP | — | NEW | New buy |
| 44 | DUK | Duke Energy CORP | — | NEW | New buy |
| 45 | LLY | Eli Lilly & Co | — | NEW | New buy |
| 46 | MCD | Mcdonald's CORP | — | NEW | New buy |
| 47 | CTAS | Cintas CORP | — | NEW | New buy |
| 48 | SCHA | Schwab US Small-cap ETF | — | NEW | New buy |
| 49 | KO | Coca-cola Co/the | — | NEW | New buy |
| 50 | MDT | Medtronic plc | — | NEW | New buy |
According to official SEC Form 13F filings, LVW Advisors, LLC reported a total U.S. public equity portfolio value of $1.2B across 297 disclosed positions in Q1 2025.
During Q1 2025, LVW Advisors, LLC's top holdings by market value included SCHD (11.8%)、HEFA (7.6%)、SCHO (5.6%). The largest single position, SCHD, represented 11.8% of total portfolio value.
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Top New Position Initiated
SCHD
市值: $98.9M
In Q1 2025, LVW Advisors, LLC made 50 total portfolio adjustments, initiating 50 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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