Lvw Advisors, LLC Top Holdings and 13F Report (2024) About Lvw Advisors, LLCInvestment ActivityLvw Advisors, LLC has $785.57 million in total holdings as of September 30, 2024.Lvw Advisors, LLC owns shares of 308 different stocks, but just 64 companies or ETFs make up 80% of its holdings.Approximately 12.44% of the portfolio was purchased this quarter.About 3.04% of the portfolio was sold this quarter.This quarter, Lvw Advisors, LLC has purchased 291 new stocks and bought additional shares in 166 stocks.Lvw Advisors, LLC sold shares of 101 stocks and completely divested from 9 stocks this quarter.Largest Holdings Schwab US Dividend Equity ETF $100,221,596iShares Currency Hedged MSCI EAFE ETF $59,758,065Vanguard Russell 1000 Growth ETF $45,024,463iShares 0-5 Year TIPS Bond ETF $35,900,171Apple $34,346,699 Largest New Holdings this Quarter Vanguard Short-Term Bond ETF $10,444,052 HoldingVanguard FTSE Developed Markets ETF $4,308,825 HoldingUniversal Display $785,236 HoldingCloudflare $471,508 HoldingAmerican Tower $360,919 Holding Largest Purchases this Quarter Vanguard Intermediate-Term Bond ETF 268,701 shares (about $21.06M)Vanguard Short-Term Bond ETF 132,724 shares (about $10.44M)iShares Currency Hedged MSCI EAFE ETF 209,077 shares (about $7.41M)Broadcom 36,446 shares (about $6.29M)iShares Core S&P Small-Cap ETF 51,245 shares (about $5.99M) Largest Sales this Quarter Schwab Fundamental International Large Company Index ETF 131,651 shares (about $4.92M)Schwab US Small-Cap ETF 62,199 shares (about $3.20M)Vanguard Russell 2000 ETF 22,247 shares (about $1.99M)Apple 4,691 shares (about $1.09M)Vanguard Russell 1000 Growth ETF 8,543 shares (about $824.57K) Sector Allocation Over TimeMap of 500 Largest Holdings ofLvw Advisors, LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorSCHDSchwab US Dividend Equity ETF$100,221,596$740,314 ▲0.7%1,185,63312.8%ETFHEFAiShares Currency Hedged MSCI EAFE ETF$59,758,065$7,405,506 ▲14.1%1,687,1287.6%ETFVONGVanguard Russell 1000 Growth ETF$45,024,463$824,570 ▼-1.8%466,4785.7%ETFSTIPiShares 0-5 Year TIPS Bond ETF$35,900,171$2,784,169 ▲8.4%354,3254.6%ETFAAPLApple$34,346,699$1,093,001 ▼-3.1%147,4114.4%Computer and TechnologyVUGVanguard Growth ETF$31,950,571$221,143 ▼-0.7%83,2204.1%ETFSCHOSchwab Short-Term U.S. Treasury ETF$25,864,848$1,214,311 ▲4.9%528,0703.3%ETFBIVVanguard Intermediate-Term Bond ETF$21,278,945$21,058,098 ▲9,535.2%271,5192.7%ETFSCHGSchwab U.S. Large-Cap Growth ETF$17,434,208$151,790 ▲0.9%167,3472.2%ETFCGGOCapital Group Global Growth Equity ETF$16,320,894$2,663,633 ▲19.5%541,3232.1%ETFMSFTMicrosoft$13,400,524$208,267 ▼-1.5%31,1421.7%Computer and TechnologyCAPITAL GROUP INTERNATIONAL$11,368,910$4,984,444 ▲78.1%374,4701.4%SHSVTWOVanguard Russell 2000 ETF$10,789,398$1,987,989 ▼-15.6%120,7411.4%ETFBSVVanguard Short-Term Bond ETF$10,444,052$10,444,052 ▲New Holding132,7241.3%ETFIUSBiShares Core Total USD Bond Market ETF$10,043,628$2,415,701 ▲31.7%213,1501.3%ManufacturingNVDANVIDIA$8,559,335$136,984 ▲1.6%70,4821.1%Computer and TechnologyAMZNAmazon.com$7,967,658$561,971 ▲7.6%42,7611.0%Retail/WholesaleMBBiShares MBS ETF$7,190,254$278,520 ▲4.0%75,0470.9%ETFAVGOBroadcom$7,026,713$6,286,868 ▲849.8%40,7350.9%Computer and TechnologySUBiShares Short-Term National Muni Bond ETF$6,836,990$326,749 ▲5.0%64,3840.9%ETFBRK.BBerkshire Hathaway$6,614,857$249,921 ▼-3.6%14,3720.8%FinanceIJRiShares Core S&P Small-Cap ETF$6,336,776$5,993,615 ▲1,746.6%54,1790.8%ETFGOOGAlphabet$6,305,676$23,072 ▼-0.4%37,7160.8%Computer and TechnologyJPMJPMorgan Chase & Co.$6,255,222$214,236 ▼-3.3%29,6650.8%FinanceVVisa$5,307,449$48,942 ▲0.9%19,3030.7%Business ServicesVTEBVanguard Tax-Exempt Bond ETF$5,185,613$432,117 ▲9.1%101,4400.7%ETFSPGMSPDR Portfolio MSCI Global Stock Market ETF$5,104,265$194,245 ▲4.0%78,8060.6%ETFMETAMeta Platforms$5,073,289$616,488 ▲13.8%8,8630.6%Computer and TechnologyGOOGLAlphabet$4,961,011$160,209 ▼-3.1%29,9130.6%Computer and TechnologyABBVAbbVie$4,591,870$179,314 ▼-3.8%23,2520.6%MedicalVEAVanguard FTSE Developed Markets ETF$4,308,825$4,308,825 ▲New Holding81,5910.5%ETFMOAltria Group$3,751,070$36,953 ▼-1.0%73,4930.5%Consumer StaplesHDHome Depot$3,701,764$235,007 ▲6.8%9,1360.5%Retail/WholesaleSCHASchwab US Small-Cap ETF$3,598,242$3,203,238 ▼-47.1%69,8690.5%ETFIGSBiShares 1-5 Year Investment Grade Corporate Bond ETF$3,506,674$109,111 ▲3.2%66,5910.4%ManufacturingGDGeneral Dynamics$3,398,066$77,668 ▼-2.2%11,2440.4%AerospaceCBChubb$3,389,737$11,536 ▲0.3%11,7540.4%FinanceMAMastercard$3,211,839$319,999 ▲11.1%6,5040.4%Business ServicesJNJJohnson & Johnson$3,097,158$276,315 ▲9.8%19,1110.4%MedicalPEPPepsiCo$3,070,780$273,272 ▼-8.2%18,0580.4%Consumer StaplesTLHiShares 10-20 Year Treasury Bond ETF$3,055,555$43,623 ▲1.4%27,9480.4%ETFGOVTiShares U.S. Treasury Bond ETF$3,007,064$100,178 ▲3.4%128,2330.4%ETFLLYEli Lilly and Company$2,922,943$83,285 ▼-2.8%3,2990.4%MedicalEMXCiShares MSCI Emerging Markets ex China ETF$2,906,759$161,575 ▲5.9%47,5660.4%ManufacturingUSBU.S. Bancorp$2,664,413$197,599 ▲8.0%58,2640.3%FinanceCSCOCisco Systems$2,599,714$306,337 ▲13.4%48,8480.3%Computer and TechnologyIWMiShares Russell 2000 ETF$2,585,883$235,241 ▼-8.3%11,7070.3%FinancePAYXPaychex$2,574,257$66,020 ▼-2.5%19,1840.3%Business ServicesBNLBroadstone Net Lease$2,410,2510.0%127,1900.3%FinanceMCDMcDonald's$2,400,034$75,515 ▼-3.1%7,8820.3%Retail/WholesaleNEARiShares Short Duration Bond Active ETF$2,293,862$159,254 ▲7.5%44,7670.3%ETFAMGNAmgen$2,273,409$95,048 ▼-4.0%7,0560.3%MedicalVOOVanguard S&P 500 ETF$2,270,585$337,184 ▲17.4%4,3030.3%ETFSCHFSchwab International Equity ETF$2,264,027$15,256 ▲0.7%55,0590.3%ETFCTASCintas$2,243,269$1,695,216 ▲309.3%10,8960.3%Industrial ProductsXOMExxon Mobil$2,240,478$115,464 ▲5.4%19,1130.3%Oils/EnergyKOCoca-Cola$2,210,702$264,732 ▲13.6%30,7640.3%Consumer StaplesVZVerizon Communications$2,146,401$190,600 ▲9.7%47,7930.3%Computer and TechnologyDUKDuke Energy$2,070,097$100,657 ▲5.1%17,9540.3%UtilitiesIYWiShares U.S. Technology ETF$2,052,784$86,878 ▼-4.1%13,5390.3%ManufacturingSPYSPDR S&P 500 ETF Trust$2,027,840$309,283 ▲18.0%3,5340.3%FinanceWMTWalmart$1,993,627$76,228 ▼-3.7%24,6890.3%Retail/WholesaleLIILennox International$1,834,021$218,149 ▲13.5%3,0350.2%ConstructionCOSTCostco Wholesale$1,824,337$198,567 ▲12.2%2,0580.2%Retail/WholesaleNVONovo Nordisk A/S$1,815,104$166,341 ▼-8.4%15,2440.2%MedicalSCHPSchwab U.S. TIPS ETF$1,811,6220.0%33,7800.2%ETFFNDFSchwab Fundamental International Large Company Index ETF$1,804,336$4,919,799 ▼-73.2%48,2830.2%ETFHCAHCA Healthcare$1,781,790$28,044 ▲1.6%4,3840.2%MedicalVTIVanguard Total Stock Market ETF$1,769,957$172,437 ▲10.8%6,2510.2%ETFUNHUnitedHealth Group$1,730,664$291,173 ▲20.2%2,9600.2%MedicalCMCSAComcast$1,702,524$1,086,618 ▲176.4%40,7590.2%Consumer DiscretionaryEFGiShares MSCI EAFE Growth ETF$1,657,057$80,522 ▼-4.6%15,3930.2%ETFTSLATesla$1,653,240$491,341 ▲42.3%6,3190.2%Auto/Tires/TrucksMDTMedtronic$1,651,961$560,977 ▲51.4%18,3490.2%MedicalTSMTaiwan Semiconductor Manufacturing$1,632,151$53,664 ▲3.4%9,3980.2%Computer and TechnologySPGIS&P Global$1,624,254$223,697 ▲16.0%3,1440.2%Business ServicesGILDGilead Sciences$1,577,797$162,567 ▲11.5%18,8190.2%MedicalWECWEC Energy Group$1,546,721$11,637 ▼-0.7%16,0820.2%UtilitiesPNCThe PNC Financial Services Group$1,529,819$34,197 ▲2.3%8,2760.2%FinanceSCHZSchwab U.S. Aggregate Bond ETF$1,527,293$159,192 ▲11.6%32,1400.2%ETFSOSouthern$1,516,648$170,350 ▲12.7%16,8180.2%UtilitiesBACBank of America$1,501,888$284,902 ▼-15.9%37,8500.2%FinanceEFViShares MSCI EAFE Value ETF$1,501,533$210,790 ▼-12.3%26,1000.2%ETFAEPAmerican Electric Power$1,480,518$116,656 ▲8.6%14,4300.2%UtilitiesPHMPulteGroup$1,465,298$329,832 ▲29.0%10,2090.2%ConstructionPGProcter & Gamble$1,430,279$16,281 ▼-1.1%8,2580.2%Consumer StaplesSAPSAP$1,429,584$135,169 ▼-8.6%6,2400.2%Computer and TechnologyRACEFerrari$1,386,355$34,318 ▼-2.4%2,9490.2%Auto/Tires/TrucksAZNAstraZeneca$1,365,481$120,607 ▼-8.1%17,5260.2%MedicalVYMVanguard High Dividend Yield ETF$1,343,536$64,741 ▼-4.6%10,4800.2%ETFCVXChevron$1,322,927$308,236 ▼-18.9%8,9830.2%Oils/EnergyMSMorgan Stanley$1,319,053$246,111 ▼-15.7%12,6540.2%FinanceRTXRTX$1,318,037$19,144 ▼-1.4%10,8780.2%AerospaceKMBKimberly-Clark$1,270,703$177,139 ▲16.2%8,9310.2%Consumer StaplesANEBAnebulo Pharmaceuticals$1,237,206$1,930 ▼-0.2%641,0390.2%MedicalPHParker-Hannifin$1,233,313$152,900 ▲14.2%1,9520.2%Industrial ProductsMASMasco$1,219,229$209,514 ▲20.7%14,5250.2%ConstructionTTETotalEnergies$1,210,592$114,571 ▼-8.6%18,7340.2%Oils/EnergyCOOPER COS INC$1,168,611$114,974 ▲10.9%10,5910.1%COMNFLXNetflix$1,145,472$57,451 ▲5.3%1,6150.1%Consumer DiscretionaryShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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