Lvw Advisors, LLC Top Holdings and 13F Report (2025) About Lvw Advisors, LLCInvestment ActivityLvw Advisors, LLC has $836.36 million in total holdings as of March 31, 2025.Lvw Advisors, LLC owns shares of 297 different stocks, but just 51 companies or ETFs make up 80% of its holdings.Approximately 11.72% of the portfolio was purchased this quarter.About 9.56% of the portfolio was sold this quarter.This quarter, Lvw Advisors, LLC has purchased 307 new stocks and bought additional shares in 127 stocks.Lvw Advisors, LLC sold shares of 130 stocks and completely divested from 30 stocks this quarter.Largest Holdings Schwab US Dividend Equity ETF $98,942,346iShares Currency Hedged MSCI EAFE ETF $63,504,526Schwab Short-Term U.S. Treasury ETF $46,741,859Vanguard Russell 1000 Growth ETF $46,231,684iShares 0-5 Year TIPS Bond ETF $41,242,838 Largest New Holdings this Quarter 72201R585 - PIMCO Multi Sector Bond Active ETF $6,778,143 Holding084670108 - Berkshire Hathaway $1,596,884 Holding78410G104 - SBA Communications $425,720 Holding74340W103 - Prologis $403,562 Holding60770K107 - Moderna $297,675 Holding Largest Purchases this Quarter Schwab Short-Term U.S. Treasury ETF 862,521 shares (about $20.99M)iShares Short-Term National Muni Bond ETF 117,447 shares (about $12.40M)AB ACTIVE ETFS INC 410,670 shares (about $10.33M)Vanguard Intermediate-Term Bond ETF 116,007 shares (about $8.88M)PIMCO Multi Sector Bond Active ETF 257,235 shares (about $6.78M) Largest Sales this Quarter Vanguard Short-Term Bond ETF 169,896 shares (about $13.30M)iShares MBS ETF 72,997 shares (about $6.85M)SPDR S&P 500 ETF Trust 9,994 shares (about $5.59M)SPDR Portfolio MSCI Global Stock Market ETF 64,398 shares (about $4.02M)iShares MSCI EAFE Growth ETF 26,305 shares (about $2.63M) 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$98,942,346$1,647,571 ▼-1.6%3,538,71011.8%ETFHEFAiShares Currency Hedged MSCI EAFE ETF$63,504,526$1,425,108 ▲2.3%1,749,9187.6%ETFSCHOSchwab Short-Term U.S. Treasury ETF$46,741,859$20,993,763 ▲81.5%1,920,3725.6%ETFVONGVanguard Russell 1000 Growth ETF$46,231,684$2,828,981 ▲6.5%498,2405.5%ETFSTIPiShares 0-5 Year TIPS Bond ETF$41,242,838$1,847,871 ▲4.7%398,5974.9%ETFAAPLApple$33,936,023$7,108 ▼0.0%152,7764.1%Computer and TechnologyVUGVanguard Growth ETF$30,092,247$1,293,784 ▼-4.1%81,1513.6%ETFBIVVanguard Intermediate-Term Bond ETF$28,832,817$8,882,656 ▲44.5%376,5553.4%ETFCGGOCapital Group Global Growth Equity ETF$21,777,963$3,641,937 ▲20.1%768,7242.6%ETFAB ACTIVE ETFS INC$20,430,131$10,334,511 ▲102.4%811,8472.4%TAX AWARE INTERMSCHGSchwab U.S. Large-Cap Growth ETF$19,864,107$3,186,140 ▲19.1%793,2952.4%ETFSUBiShares Short-Term National Muni Bond ETF$19,576,752$12,402,397 ▲172.9%185,3862.3%ETFBNDVanguard Total Bond Market ETF$17,966,532$1,923,509 ▼-9.7%244,6092.1%ETFCAPITAL GROUP INTERNATIONAL$16,439,138$3,129,470 ▲23.5%560,6802.0%SHSMSFTMicrosoft$11,430,224$412,177 ▲3.7%30,4491.4%Computer and TechnologyIJRiShares Core S&P Small-Cap ETF$9,478,121$1,763,887 ▲22.9%90,6391.1%ETFNVDANVIDIA$8,430,664$528,786 ▲6.7%77,7881.0%Computer and TechnologyAMZNAmazon.com$8,233,883$245,816 ▲3.1%43,2771.0%Retail/WholesaleBRK.BBerkshire Hathaway$7,528,019$44,737 ▲0.6%14,1350.9%FinanceVVisa$6,991,662$39,952 ▲0.6%19,9500.8%Business ServicesPYLDPIMCO Multi Sector Bond Active ETF$6,778,143$6,778,143 ▲New Holding257,2350.8%ETFJPMJPMorgan Chase & Co.$6,564,703$135,896 ▼-2.0%26,7620.8%FinanceVTWOVanguard Russell 2000 ETF$5,995,260$1,253,136 ▼-17.3%74,3370.7%ETFGOOGAlphabet$5,841,306$14,686 ▲0.3%37,3890.7%Computer and TechnologyAVGOBroadcom$5,556,841$324,145 ▼-5.5%33,1890.7%Computer and TechnologyMETAMeta Platforms$5,501,305$592,493 ▲12.1%9,5450.7%Computer and TechnologyABBVAbbVie$4,513,918$100,361 ▼-2.2%21,5440.5%MedicalGOOGLAlphabet$4,419,946$186,033 ▼-4.0%28,5820.5%Computer and TechnologyVEAVanguard FTSE Developed Markets ETF$4,409,748$132,615 ▼-2.9%86,7550.5%ETFMOAltria Group$4,315,645$7,923 ▲0.2%71,9030.5%Consumer StaplesMAMastercard$3,905,019$109,082 ▲2.9%7,1240.5%Business ServicesCBChubb$3,428,795$61,002 ▼-1.7%11,3540.4%FinanceJNJJohnson & Johnson$3,419,651$148,760 ▼-4.2%20,6200.4%MedicalEMXCiShares MSCI Emerging Markets ex China ETF$3,236,593$452,289 ▲16.2%58,7510.4%ManufacturingSCHFSchwab International Equity ETF$3,211,086$913,025 ▲39.7%162,3400.4%ETFHDHome Depot$2,984,986$282,923 ▼-8.7%8,1450.4%Retail/WholesaleVOOVanguard S&P 500 ETF$2,984,810$259,526 ▲9.5%5,8080.4%ETFPAYXPaychex$2,972,925$61,094 ▲2.1%19,2700.4%Business ServicesCSCOCisco Systems$2,961,194$29,744 ▲1.0%47,9860.4%Computer and TechnologyBILSPDR Bloomberg Barclays 1-3 Month T-Bill ETF$2,958,752$1,831,757 ▲162.5%32,2550.4%ETFNEARiShares Short Duration Bond Active ETF$2,742,351$170,008 ▲6.6%53,9090.3%ETFPEPPepsiCo$2,705,657$178,578 ▼-6.2%18,0450.3%Consumer StaplesGDGeneral Dynamics$2,565,850$370,717 ▼-12.6%9,4130.3%AerospaceDUKDuke Energy$2,396,223$114,408 ▲5.0%19,6460.3%UtilitiesLLYEli Lilly and Company$2,396,183$9,086 ▲0.4%2,9010.3%MedicalMCDMcDonald's$2,392,336$36,546 ▼-1.5%7,6590.3%Retail/WholesaleCTASCintas$2,282,822$116,947 ▲5.4%11,1070.3%Business ServicesSCHASchwab US Small-Cap ETF$2,250,221$966,349 ▼-30.0%96,0400.3%ETFKOCoca-Cola$2,243,497$145,031 ▲6.9%31,3250.3%Consumer StaplesMDTMedtronic$2,210,467$439,595 ▲24.8%24,5990.3%MedicalXOMExxon Mobil$2,199,314$13,914 ▼-0.6%18,4930.3%EnergyBNLBroadstone Net Lease$2,142,9850.0%125,7620.3%FinanceGILDGilead Sciences$2,054,997$54,120 ▼-2.6%18,3400.2%MedicalUSBU.S. Bancorp$2,012,248$302,760 ▼-13.1%47,6610.2%FinanceCVXChevron$2,011,161$180,171 ▲9.8%12,0220.2%EnergyIYWiShares U.S. Technology ETF$1,999,866$61,934 ▲3.2%14,2400.2%ManufacturingIWMiShares Russell 2000 ETF$1,996,301$396,787 ▼-16.6%10,0070.2%FinanceCOSTCostco Wholesale$1,976,890$85,129 ▲4.5%2,0900.2%Retail/WholesaleVZVerizon Communications$1,901,871$158,897 ▼-7.7%41,9280.2%Computer and TechnologyWMTWalmart$1,899,589$176,369 ▼-8.5%21,6380.2%Retail/WholesaleSPYSPDR S&P 500 ETF Trust$1,877,168$5,590,112 ▼-74.9%3,3560.2%FinanceSCHZSchwab U.S. Aggregate Bond ETF$1,831,146$133,355 ▲7.9%79,0650.2%ETFWECWEC Energy Group$1,824,812$17,764 ▼-1.0%16,7440.2%UtilitiesSOSouthern$1,807,094$99,950 ▲5.9%19,6530.2%UtilitiesVTIVanguard Total Stock Market ETF$1,760,828$45,072 ▲2.6%6,4070.2%ETFAEPAmerican Electric Power$1,758,701$127,955 ▲7.8%16,0950.2%UtilitiesSPGIS&P Global$1,738,719$119,404 ▲7.4%3,4220.2%Business ServicesTSLATesla$1,734,558$30,581 ▲1.8%6,6930.2%Auto/Tires/TrucksAMGNAmgen$1,733,679$199,692 ▼-10.3%5,5650.2%MedicalLIILennox International$1,689,220$5,047 ▼-0.3%3,0120.2%ConstructionNFLXNetflix$1,661,769$141,745 ▲9.3%1,7820.2%Consumer DiscretionaryBRK.ABerkshire Hathaway$1,596,884$1,596,884 ▲New Holding20.2%FinancePMPhilip Morris International$1,580,634$201,111 ▲14.6%9,9580.2%Consumer StaplesVYMVanguard High Dividend Yield ETF$1,570,862$232,902 ▼-12.9%12,1810.2%ETFABTAbbott Laboratories$1,504,203$13,265 ▼-0.9%11,3400.2%MedicalRTXRTX$1,476,142$8,345 ▼-0.6%11,1440.2%AerospaceCMCSAComcast$1,338,622$320,772 ▼-19.3%36,2770.2%Consumer DiscretionarySAPSAP$1,332,537$475,139 ▼-26.3%4,9640.2%Computer and TechnologyEFViShares MSCI EAFE Value ETF$1,306,818$247,666 ▼-15.9%22,1720.2%ETFMRKMerck & Co., Inc.$1,306,814$366,759 ▲39.0%14,5590.2%MedicalLPLALPL Financial$1,282,062$82,439 ▼-6.0%3,9190.2%FinancePHParker-Hannifin$1,280,740$83,883 ▲7.0%2,1070.2%IndustrialsLOWLowe's Companies$1,273,203$306,464 ▲31.7%5,4590.2%Retail/WholesalePNCThe PNC Financial Services Group$1,271,345$104,935 ▼-7.6%7,2330.2%FinancePGProcter & Gamble$1,267,143$68,172 ▼-5.1%7,4350.2%Consumer StaplesKMBKimberly-Clark$1,259,074$32,995 ▼-2.6%8,8530.2%Consumer StaplesAMTAmerican Tower$1,258,241$660,892 ▲110.6%5,7820.2%FinanceRACEFerrari$1,254,9730.0%2,9330.2%Auto/Tires/TrucksAZNAstraZeneca$1,246,589$73,355 ▲6.3%16,9600.1%MedicalBACBank of America$1,215,560$102,448 ▼-7.8%29,1290.1%FinanceTSMTaiwan Semiconductor Manufacturing$1,153,700$76,360 ▼-6.2%6,9500.1%Computer and TechnologyBKBank of New York Mellon$1,145,161$19,877 ▼-1.7%13,6540.1%FinanceSPGMSPDR Portfolio MSCI Global Stock Market ETF$1,145,033$4,019,725 ▼-77.8%18,3440.1%ETFTTETotalEnergies$1,123,148$180,744 ▲19.2%17,3620.1%EnergyWRBW. R. Berkley$1,114,081$65,396 ▼-5.5%15,6560.1%FinanceECLEcolab$1,109,404$395,745 ▲55.5%4,3760.1%Basic MaterialsMCOMoody's$1,090,181$39,118 ▲3.7%2,3410.1%FinanceNVONovo Nordisk A/S$1,062,294$79,509 ▲8.1%15,2980.1%MedicalBRBroadridge Financial Solutions$1,060,036$97,227 ▲10.1%4,3720.1%Business ServicesMSMorgan Stanley$1,048,164$230,540 ▼-18.0%8,9840.1%FinanceShowing 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. 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