LVW Advisors, LLC Q1 2025 Filing
Filed April 9, 2025
Portfolio Value
$836.4M
Holdings
297
Report Date
Q1 2025
Filing Type
13F-HR
All Holdings (297 positions)
| Stock | Value |
|---|---|
SCHDSCHWAB STRATEGIC TR | $98.9M |
HEFAISHARES TR | $63.5M |
SCHOSCHWAB STRATEGIC TR | $46.7M |
VONGVANGUARD SCOTTSDALE FDS | $46.2M |
STIPISHARES TR | $41.2M |
AAPLAPPLE INC | $33.9M |
VUGVANGUARD INDEX FDS | $30.1M |
BIVVANGUARD BD INDEX FDS | $28.8M |
CGGOCAPITAL GROUP GBL GROWTH EQT | $21.8M |
TAFMAB ACTIVE ETFS INC | $20.4M |
SCHGSCHWAB STRATEGIC TR | $19.9M |
SUBISHARES TR | $19.6M |
BNDVANGUARD BD INDEX FDS | $18.0M |
CGIECAPITAL GROUP INTERNATIONAL | $16.4M |
MSFTMICROSOFT CORP | $11.4M |
IJRISHARES TR | $9.5M |
NVDANVIDIA CORPORATION | $8.4M |
AMZNAMAZON COM INC | $8.2M |
BRK/BBERKSHIRE HATHAWAY INC DEL | $7.5M |
VVISA INC | $7.0M |
PYLDPIMCO ETF TR | $6.8M |
JPMJPMORGAN CHASE & CO. | $6.6M |
VTWOVANGUARD SCOTTSDALE FDS | $6.0M |
GOOGALPHABET INC | $5.8M |
AVGOBROADCOM INC | $5.6M |
METAMETA PLATFORMS INC | $5.5M |
ABBVABBVIE INC | $4.5M |
GOOGLALPHABET INC | $4.4M |
VEAVANGUARD TAX-MANAGED FDS | $4.4M |
MOALTRIA GROUP INC | $4.3M |
MAMASTERCARD INCORPORATED | $3.9M |
CBCHUBB LIMITED | $3.4M |
JNJJOHNSON & JOHNSON | $3.4M |
EMXCISHARES INC | $3.2M |
SCHFSCHWAB STRATEGIC TR | $3.2M |
HDHOME DEPOT INC | $3.0M |
VOOVANGUARD INDEX FDS | $3.0M |
PAYXPAYCHEX INC | $3.0M |
CSCOCISCO SYS INC | $3.0M |
BILSPDR SER TR | $3.0M |
NEARISHARES U S ETF TR | $2.7M |
PEPPEPSICO INC | $2.7M |
GDGENERAL DYNAMICS CORP | $2.6M |
LLYELI LILLY & CO | $2.4M |
DUKDUKE ENERGY CORP NEW | $2.4M |
MCDMCDONALDS CORP | $2.4M |
CITCINTAS CORP | $2.3M |
SCHASCHWAB STRATEGIC TR | $2.3M |
KOCOCA COLA CO | $2.2M |
MDTMEDTRONIC PLC | $2.2M |
XOMEXXON MOBIL CORP | $2.2M |
BNLBROADSTONE NET LEASE INC | $2.1M |
GILDGILEAD SCIENCES INC | $2.1M |
USBUS BANCORP DEL | $2.0M |
CVXCHEVRON CORP NEW | $2.0M |
IYWISHARES TR | $2.0M |
IWMISHARES TR | $2.0M |
COSTCOSTCO WHSL CORP NEW | $2.0M |
BACVERIZON COMMUNICATIONS INC | $1.9M |
WMTWALMART INC | $1.9M |
SPYSPDR S&P 500 ETF TR | $1.9M |
SCHZSCHWAB STRATEGIC TR | $1.8M |
WECWEC ENERGY GROUP INC | $1.8M |
SOSOUTHERN CO | $1.8M |
VTIVANGUARD INDEX FDS | $1.8M |
AEPAMERICAN ELEC PWR CO INC | $1.8M |
SPGIS&P GLOBAL INC | $1.7M |
TSLATESLA INC | $1.7M |
AMGNAMGEN INC | $1.7M |
LIILENNOX INTL INC | $1.7M |
NFLXNETFLIX INC | $1.7M |
BRK-BBERKSHIRE HATHAWAY INC DEL | $1.6M |
4I1PHILIP MORRIS INTL INC | $1.6M |
VYMVANGUARD WHITEHALL FDS | $1.6M |
ABTABBOTT LABS | $1.5M |
RTXRTX CORPORATION | $1.5M |
CMCSACOMCAST CORP NEW | $1.3M |
SAPSAP SE | $1.3M |
EFVISHARES TR | $1.3M |
MRKMERCK & CO INC | $1.3M |
LPLALPL FINL HLDGS INC | $1.3M |
PHPARKER-HANNIFIN CORP | $1.3M |
LOWLOWES COS INC | $1.3M |
PNCPNC FINL SVCS GROUP INC | $1.3M |
PGPROCTER AND GAMBLE CO | $1.3M |
KMBKIMBERLY-CLARK CORP | $1.3M |
AMTAMERICAN TOWER CORP NEW | $1.3M |
RACEFERRARI N V | $1.3M |
AZNASTRAZENECA PLC | $1.2M |
BACBANK AMERICA CORP | $1.2M |
TSMTAIWAN SEMICONDUCTOR MFG LTD | $1.2M |
SPGMSPDR INDEX SHS FDS | $1.1M |
BKBANK NEW YORK MELLON CORP | $1.1M |
TTENTOTALENERGIES SE | $1.1M |
WRBBERKLEY W R CORP | $1.1M |
ECLECOLAB INC | $1.1M |
MCOMOODYS CORP | $1.1M |
NVONOVO-NORDISK A S | $1.1M |
BRBROADRIDGE FINL SOLUTIONS IN | $1.1M |
DWDMORGAN STANLEY | $1.0M |
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