Lvw Advisors, LLC Top Holdings and 13F Report (2025) About Lvw Advisors, LLCInvestment ActivityLvw Advisors, LLC has $830.55 million in total holdings as of December 31, 2024.Lvw Advisors, LLC owns shares of 307 different stocks, but just 58 companies or ETFs make up 80% of its holdings.Approximately 20.57% of the portfolio was purchased this quarter.About 3.60% of the portfolio was sold this quarter.This quarter, Lvw Advisors, LLC has purchased 308 new stocks and bought additional shares in 114 stocks.Lvw Advisors, LLC sold shares of 161 stocks and completely divested from 26 stocks this quarter.Largest Holdings Schwab US Dividend Equity ETF $98,287,427iShares Currency Hedged MSCI EAFE ETF $59,445,020Vanguard Russell 1000 Growth ETF $48,318,806iShares 0-5 Year TIPS Bond ETF $38,302,206Apple $38,266,184 Largest New Holdings this Quarter Vanguard Total Bond Market ETF $19,473,013 HoldingAB ACTIVE ETFS INC $10,139,789 HoldingiShares TIPS Bond ETF $1,437,573 HoldingSPDR Bloomberg Barclays 1-3 Month T-Bill ETF $1,123,309 HoldingiShares MSCI World ETF $691,198 Holding Largest Purchases this Quarter Schwab US Dividend Equity ETF 2,412,003 shares (about $65.90M)Vanguard Total Bond Market ETF 270,797 shares (about $19.47M)Schwab U.S. Large-Cap Growth ETF 498,706 shares (about $13.90M)Schwab Short-Term U.S. Treasury ETF 529,781 shares (about $12.75M)AB ACTIVE ETFS INC 401,177 shares (about $10.14M) Largest Sales this Quarter Vanguard Tax-Exempt Bond ETF 75,994 shares (about $3.81M)Vanguard Russell 2000 ETF 30,866 shares (about $2.76M)Broadcom 5,610 shares (about $1.30M)Vanguard Intermediate-Term Bond ETF 10,971 shares (about $819.86K)Microsoft 1,791 shares (about $754.92K) 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$98,287,427$65,895,930 ▲203.4%3,597,63611.8%ETFHEFAiShares Currency Hedged MSCI EAFE ETF$59,445,020$817,320 ▲1.4%1,710,6487.2%ETFVONGVanguard Russell 1000 Growth ETF$48,318,806$131,604 ▲0.3%467,7525.8%ETFSTIPiShares 0-5 Year TIPS Bond ETF$38,302,206$2,657,145 ▲7.5%380,7384.6%ETFAAPLApple$38,266,184$1,351,517 ▲3.7%152,8084.6%Computer and TechnologyVUGVanguard Growth ETF$34,739,666$582,825 ▲1.7%84,6404.2%ETFSCHOSchwab Short-Term U.S. Treasury ETF$25,451,893$12,746,530 ▲100.3%1,057,8513.1%ETFBNDVanguard Total Bond Market ETF$19,473,013$19,473,013 ▲New Holding270,7972.3%ETFBIVVanguard Intermediate-Term Bond ETF$19,470,753$819,863 ▼-4.0%260,5482.3%ETFCGGOCapital Group Global Growth Equity ETF$18,705,771$2,888,310 ▲18.3%640,1702.3%ETFSCHGSchwab U.S. Large-Cap Growth ETF$18,562,897$13,898,936 ▲298.0%666,0532.2%ETFBSVVanguard Short-Term Bond ETF$13,404,877$3,149,293 ▲30.7%173,4811.6%ETFCAPITAL GROUP INTERNATIONAL$12,488,027$2,186,357 ▲21.2%453,9451.5%SHSMSFTMicrosoft$12,371,609$754,916 ▼-5.8%29,3511.5%Computer and TechnologyAB ACTIVE ETFS INC$10,139,789$10,139,789 ▲New Holding401,1771.2%TAX AWARE INTERMIUSBiShares Core Total USD Bond Market ETF$9,921,762$287,382 ▲3.0%219,5081.2%ManufacturingNVDANVIDIA$9,790,950$325,922 ▲3.4%72,9091.2%Computer and TechnologyAMZNAmazon.com$9,211,090$170,247 ▼-1.8%41,9851.1%Retail/WholesaleIJRiShares Core S&P Small-Cap ETF$8,499,895$2,257,390 ▲36.2%73,7711.0%ETFAVGOBroadcom$8,143,468$1,300,636 ▼-13.8%35,1251.0%Computer and TechnologyVTWOVanguard Russell 2000 ETF$8,028,518$2,757,254 ▼-25.6%89,8751.0%ETFSPYSPDR S&P 500 ETF Trust$7,824,397$5,753,130 ▲277.8%13,3500.9%FinanceSUBiShares Short-Term National Muni Bond ETF$7,166,175$374,980 ▲5.5%67,9390.9%ETFGOOGAlphabet$7,102,522$80,176 ▼-1.1%37,2950.9%Computer and TechnologyMBBiShares MBS ETF$6,929,083$48,774 ▲0.7%75,5790.8%ETFJPMJPMorgan Chase & Co.$6,547,897$563,077 ▼-7.9%27,3160.8%FinanceBRK.BBerkshire Hathaway$6,369,038$145,503 ▼-2.2%14,0510.8%FinanceVVisa$6,268,995$168,450 ▲2.8%19,8360.8%Business ServicesGOOGLAlphabet$5,638,365$24,231 ▼-0.4%29,7850.7%Computer and TechnologySPGMSPDR Portfolio MSCI Global Stock Market ETF$5,240,051$249,267 ▲5.0%82,7420.6%ETFMETAMeta Platforms$4,986,636$202,580 ▼-3.9%8,5170.6%Computer and TechnologyVEAVanguard FTSE Developed Markets ETF$4,273,397$371,706 ▲9.5%89,3640.5%ETFABBVAbbVie$3,913,463$218,392 ▼-5.3%22,0230.5%MedicalMOAltria Group$3,752,912$90,044 ▼-2.3%71,7710.5%Consumer StaplesMAMastercard$3,646,686$221,697 ▲6.5%6,9250.4%Business ServicesEFGiShares MSCI EAFE Growth ETF$3,558,793$2,068,289 ▲138.8%36,7530.4%ETFSCHASchwab US Small-Cap ETF$3,550,168$1,743,354 ▲96.5%137,2840.4%ETFIGSBiShares 1-5 Year Investment Grade Corporate Bond ETF$3,507,350$64,574 ▲1.9%67,8400.4%ManufacturingHDHome Depot$3,468,705$85,191 ▼-2.4%8,9170.4%Retail/WholesaleCBChubb$3,192,923$54,707 ▼-1.7%11,5560.4%FinanceJNJJohnson & Johnson$3,111,814$347,959 ▲12.6%21,5170.4%MedicalGOVTiShares U.S. Treasury Bond ETF$3,021,526$74,731 ▲2.5%131,4850.4%ETFPEPPepsiCo$2,925,041$179,128 ▲6.5%19,2360.4%Consumer StaplesVOOVanguard S&P 500 ETF$2,857,331$538,814 ▲23.2%5,3030.3%ETFGDGeneral Dynamics$2,838,610$124,105 ▼-4.2%10,7730.3%AerospaceTLHiShares 10-20 Year Treasury Bond ETF$2,821,959$40,015 ▲1.4%28,3500.3%ETFCSCOCisco Systems$2,812,210$79,564 ▼-2.8%47,5040.3%Computer and TechnologyEMXCiShares MSCI Emerging Markets ex China ETF$2,802,499$164,964 ▲6.3%50,5410.3%ManufacturingTSLATesla$2,655,248$103,383 ▲4.1%6,5750.3%Auto/Tires/TrucksIWMiShares Russell 2000 ETF$2,650,543$63,855 ▲2.5%11,9960.3%FinancePAYXPaychex$2,646,467$43,467 ▼-1.6%18,8740.3%Business ServicesUSBU.S. Bancorp$2,622,615$164,153 ▼-5.9%54,8320.3%FinanceNEARiShares Short Duration Bond Active ETF$2,553,634$292,900 ▲13.0%50,5670.3%ETFMCDMcDonald's$2,254,318$30,730 ▼-1.3%7,7760.3%Retail/WholesaleLLYEli Lilly and Company$2,231,262$315,774 ▼-12.4%2,8900.3%MedicalIYWiShares U.S. Technology ETF$2,201,217$41,475 ▲1.9%13,7990.3%ManufacturingSCHFSchwab International Equity ETF$2,149,349$1,130,757 ▲111.0%116,1810.3%ETFWMTWalmart$2,136,495$94,144 ▼-4.2%23,6470.3%Retail/WholesaleDUKDuke Energy$2,015,600$81,236 ▲4.2%18,7080.2%UtilitiesXOMExxon Mobil$2,001,863$54,107 ▼-2.6%18,6100.2%Oils/EnergyBNLBroadstone Net Lease$1,994,586$22,648 ▼-1.1%125,7620.2%FinanceCTASCintas$1,925,293$65,407 ▼-3.3%10,5380.2%Business ServicesPALANTIR TECHNOLOGIES INC$1,882,582$755,090 ▲67.0%24,8920.2%CL ALIILennox International$1,840,696$8,530 ▼-0.5%3,0210.2%ConstructionCOSTCostco Wholesale$1,832,743$53,150 ▼-2.8%2,0000.2%Retail/WholesaleKOCoca-Cola$1,824,218$91,149 ▼-4.8%29,3000.2%Consumer StaplesVZVerizon Communications$1,816,801$94,457 ▼-4.9%45,4310.2%Computer and TechnologyVTIVanguard Total Stock Market ETF$1,809,208$2,318 ▼-0.1%6,2430.2%ETFVYMVanguard High Dividend Yield ETF$1,784,602$447,458 ▲33.5%13,9870.2%ETFGILDGilead Sciences$1,738,681$369 ▲0.0%18,8230.2%MedicalCMCSAComcast$1,687,740$158,040 ▲10.3%44,9700.2%Consumer DiscretionarySCHZSchwab U.S. Aggregate Bond ETF$1,664,069$934,491 ▲128.1%73,3070.2%ETFSAPSAP$1,657,979$121,628 ▲7.9%6,7340.2%Computer and TechnologyAMGNAmgen$1,617,649$221,560 ▼-12.0%6,2060.2%MedicalWECWEC Energy Group$1,589,954$77,584 ▲5.1%16,9070.2%UtilitiesSPGIS&P Global$1,587,222$21,415 ▲1.4%3,1870.2%Business ServicesCVXChevron$1,585,274$284,176 ▲21.8%10,9450.2%Oils/EnergyMDTMedtronic$1,574,196$108,477 ▲7.4%19,7070.2%MedicalSOSouthern$1,528,354$143,895 ▲10.4%18,5660.2%UtilitiesPNCThe PNC Financial Services Group$1,510,016$86,011 ▼-5.4%7,8300.2%FinanceTSMTaiwan Semiconductor Manufacturing$1,463,401$392,610 ▼-21.2%7,4100.2%Computer and TechnologyNFLXNetflix$1,452,852$13,370 ▲0.9%1,6300.2%Consumer DiscretionaryTIPiShares TIPS Bond ETF$1,437,573$1,437,573 ▲New Holding13,4920.2%ETFBACBank of America$1,388,124$275,392 ▼-16.6%31,5840.2%FinanceEFViShares MSCI EAFE Value ETF$1,383,844$14,377 ▲1.0%26,3740.2%ETFMSMorgan Stanley$1,377,892$212,970 ▼-13.4%10,9600.2%FinanceAEPAmerican Electric Power$1,376,441$45,562 ▲3.4%14,9240.2%UtilitiesLPLALPL Financial$1,361,874$27,100 ▲2.0%4,1710.2%FinancePGProcter & Gamble$1,313,594$70,919 ▼-5.1%7,8350.2%Consumer StaplesRTXRTX$1,296,882$38,072 ▲3.0%11,2070.2%AerospaceABTAbbott Laboratories$1,293,974$401,765 ▲45.0%11,4400.2%MedicalVTEBVanguard Tax-Exempt Bond ETF$1,275,608$3,809,579 ▼-74.9%25,4460.2%ETFPHParker-Hannifin$1,252,344$10,813 ▲0.9%1,9690.2%Industrial ProductsRACEFerrari$1,246,056$6,797 ▼-0.5%2,9330.2%Auto/Tires/TrucksNVONovo Nordisk A/S$1,217,442$93,848 ▼-7.2%14,1530.1%MedicalKMBKimberly-Clark$1,190,499$20,180 ▲1.7%9,0850.1%Consumer StaplesIBKRInteractive Brokers Group$1,171,676$27,914 ▼-2.3%6,6320.1%FinanceFNDFSchwab Fundamental International Large Company Index ETF$1,155,609$447,870 ▼-27.9%34,7970.1%ETFBILSPDR Bloomberg Barclays 1-3 Month T-Bill ETF$1,123,309$1,123,309 ▲New Holding12,2860.1%ETFMCOMoody's$1,068,397$5,207 ▼-0.5%2,2570.1%FinanceShowing largest 100 holdings. 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