LVW Advisors, LLC Q1 2021 Filing
Filed April 19, 2021
Portfolio Value
$520.7M
Holdings
213
Report Date
Q1 2021
Filing Type
13F-HR
All Holdings (213 positions)
| Stock | Value |
|---|---|
SCHPSCHWAB STRATEGIC TR | $41.8M |
VONGVANGUARD SCOTTSDALE FDS | $41.6M |
VUGVANGUARD INDEX FDS | $34.7M |
SCHESCHWAB STRATEGIC TR | $26.7M |
AAPLAPPLE INC | $20.0M |
SCHGSCHWAB STRATEGIC TR | $14.3M |
SCHDSCHWAB STRATEGIC TR | $14.2M |
IVVISHARES TR | $9.9M |
VOOVANGUARD INDEX FDS | $9.0M |
MSFTMICROSOFT CORP | $8.3M |
SCHASCHWAB STRATEGIC TR | $7.4M |
SCHZSCHWAB STRATEGIC TR | $7.2M |
VTWOVANGUARD SCOTTSDALE FDS | $6.9M |
JPMJPMORGAN CHASE & CO | $6.2M |
SCHOSCHWAB STRATEGIC TR | $6.2M |
BRK/BBERKSHIRE HATHAWAY INC DEL | $6.0M |
ACWVISHARES INC | $5.8M |
AMZNAMAZON COM INC | $5.5M |
JNJJOHNSON & JOHNSON | $5.5M |
VVISA INC | $5.3M |
ABBVABBVIE INC | $5.2M |
EFGISHARES TR | $5.2M |
PTLCPACER FDS TR | $5.1M |
BACVERIZON COMMUNICATIONS INC | $4.9M |
SUBISHARES TR | $4.8M |
SBUXSTARBUCKS CORP | $4.7M |
GOOGALPHABET INC | $4.6M |
SCHFSCHWAB STRATEGIC TR | $4.6M |
CSCOCISCO SYS INC | $4.6M |
PEPPEPSICO INC | $4.5M |
MCDMCDONALDS CORP | $4.5M |
GDGENERAL DYNAMICS CORP | $4.4M |
MMM3M CO | $4.3M |
WMTWALMART INC | $4.2M |
PFEPFIZER INC | $4.0M |
HDHOME DEPOT INC | $3.9M |
ONSGBPOUTLOOK THERAPEUTICS INC | $3.9M |
WECWEC ENERGY GROUP INC | $3.9M |
MOALTRIA GROUP INC | $3.8M |
VWOVANGUARD INTL EQUITY INDEX F | $3.8M |
VTEBVANGUARD MUN BD FDS | $3.6M |
CBCHUBB LIMITED | $3.5M |
TAT&T INC | $3.4M |
EBAEBAY INC. | $3.4M |
UNPUNION PAC CORP | $3.3M |
RTXRAYTHEON TECHNOLOGIES CORP | $3.2M |
AMGNAMGEN INC | $3.1M |
SJMSMUCKER J M CO | $3.1M |
MDTMEDTRONIC PLC | $3.1M |
PGPROCTER AND GAMBLE CO | $3.0M |
LHXL3HARRIS TECHNOLOGIES INC | $2.8M |
IWMISHARES TR | $2.8M |
GOOGLALPHABET INC | $2.8M |
BMYBRISTOL-MYERS SQUIBB CO | $2.3M |
MAMASTERCARD INCORPORATED | $2.3M |
AVGOBROADCOM INC | $2.1M |
TSMTAIWAN SEMICONDUCTOR MFG LTD | $2.0M |
LVLNSPDR SER TR | $1.9M |
ASMLASML HOLDING N V | $1.8M |
SMGSCOTTS MIRACLE-GRO CO | $1.8M |
DEODIAGEO PLC | $1.8M |
PAYXPAYCHEX INC | $1.6M |
METAFACEBOOK INC | $1.6M |
HEFAISHARES TR | $1.4M |
DBEFDBX ETF TR | $1.4M |
ZBRAZEBRA TECHNOLOGIES CORPORATI | $1.3M |
DISDISNEY WALT CO | $1.3M |
AZNASTRAZENECA PLC | $1.3M |
NVDANVIDIA CORPORATION | $1.2M |
NVONOVO-NORDISK A S | $1.2M |
SPYSPDR S&P 500 ETF TR | $1.2M |
BNLBROADSTONE NET LEASE INC | $1.2M |
SPGMSPDR INDEX SHS FDS | $1.1M |
CRLCHARLES RIV LABS INTL INC | $1.1M |
TXNTEXAS INSTRS INC | $1.1M |
INTCINTEL CORP | $1.1M |
AQLTISHARES TR | $1.1M |
LOWLOWES COS INC | $1.1M |
THOTHOR INDS INC | $1.1M |
SITESITEONE LANDSCAPE SUPPLY INC | $1.1M |
DYHTARGET CORP | $1.1M |
VTIVANGUARD INDEX FDS | $1.1M |
MSCIMSCI INC | $1.0M |
STZCONSTELLATION BRANDS INC | $1.0M |
KMXCARMAX INC | $1.0M |
XOMEXXON MOBIL CORP | $1.0M |
TIPISHARES TR | $975K |
PYPLPAYPAL HLDGS INC | $974K |
BLKCHFBLACKROCK INC | $964K |
VEAVANGUARD TAX-MANAGED INTL FD | $945K |
CDWCDW CORP | $912K |
ABJAABB LTD | $904K |
COOCOOPER COS INC | $902K |
TERTERADYNE INC | $880K |
LQDISHARES TR | $874K |
MLB1MERCADOLIBRE INC | $870K |
LPLALPL FINL HLDGS INC | $868K |
POOLPOOL CORP | $862K |
WRBBERKLEY W R CORP | $834K |
DDOMINION ENERGY INC | $804K |
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