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)

StockValue
EFGISHARES TR
$1.0M
DEDEERE & CO
$1.0M
VTEBVANGUARD MUN BD FDS
$1.0M
IBKRINTERACTIVE BROKERS GROUP IN
$1.0M
HCAHCA HEALTHCARE INC
$1.0M
EOGEOG RES INC
$1.0M
FNDFSCHWAB STRATEGIC TR
$983K
VICIVICI PPTYS INC
$970K
PLTRPALANTIR TECHNOLOGIES INC
$949K
MASMASCO CORP
$947K
EQREQUITY RESIDENTIAL
$929K
WSOWATSCO INC
$926K
DBEFDBX ETF TR
$888K
ABGCENCORA INC
$883K
MSCIMSCI INC
$883K
ASMLASML HOLDING N V
$871K
ROLROLLINS INC
$864K
METMETLIFE INC
$860K
COOCOOPER COS INC
$839K
EFXEQUIFAX INC
$832K
BSYBENTLEY SYS INC
$827K
AXPAMERICAN EXPRESS CO
$808K
UNHUNITEDHEALTH GROUP INC
$805K
POOLPOOL CORP
$805K
NEENEXTERA ENERGY INC
$787K
OLEDUNIVERSAL DISPLAY CORP
$777K
JKHYHENRY JACK & ASSOC INC
$772K
ISRGINTUITIVE SURGICAL INC
$767K
BJBJS WHSL CLUB HLDGS INC
$758K
ODFLOLD DOMINION FREIGHT LINE IN
$735K
TRVTRAVELERS COMPANIES INC
$727K
CHHCHOICE HOTELS INTL INC
$723K
BFAMBRIGHT HORIZONS FAM SOL IN D
$717K
PHMPULTE GROUP INC
$714K
ZWSZURN ELKAY WATER SOLNS CORP
$712K
CATCATERPILLAR INC
$707K
PEGPUBLIC SVC ENTERPRISE GRP IN
$694K
NDSNNORDSON CORP
$682K
ZTSZOETIS INC
$673K
TDYTELEDYNE TECHNOLOGIES INC
$671K
UBERUBER TECHNOLOGIES INC
$670K
ZBRAZEBRA TECHNOLOGIES CORPORATI
$669K
ESSESSEX PPTY TR INC
$668K
ALLEALLEGION PLC
$666K
MMM3M CO
$663K
RELXRELX PLC
$657K
ETRENTERGY CORP NEW
$655K
KMIKINDER MORGAN INC DEL
$649K
CRMSALESFORCE INC
$643K
OLLIOLLIES BARGAIN OUTLET HLDGS
$617K
XELXCEL ENERGY INC
$615K
GSGOLDMAN SACHS GROUP INC
$605K
HIGHARTFORD FINL SVCS GROUP INC
$603K
EDCONSOLIDATED EDISON INC
$601K
CHECHEMED CORP NEW
$599K
RMERESMED INC
$598K
DISDISNEY WALT CO
$592K
SPOTSPOTIFY TECHNOLOGY S A
$591K
DPZDOMINOS PIZZA INC
$558K
SAIASAIA INC
$556K
DBDEUTSCHE BANK A G
$542K
IBMINTERNATIONAL BUSINESS MACHS
$541K
BLKBLACKROCK INC
$533K
UNPUNION PAC CORP
$520K
TFCTRUIST FINL CORP
$512K
ADPAUTOMATIC DATA PROCESSING IN
$508K
LMTLOCKHEED MARTIN CORP
$504K
KNFKNIFE RIVER CORP
$500K
BXBLACKSTONE INC
$499K
EMBJEMBRAER S.A.
$492K
HONHONEYWELL INTL INC
$491K
CRLCHARLES RIV LABS INTL INC
$488K
AMATAPPLIED MATLS INC
$487K
STTSTATE STR CORP
$485K
WFCWELLS FARGO CO NEW
$485K
CLCOLGATE PALMOLIVE CO
$474K
FICOFAIR ISAAC CORP
$473K
BUDANHEUSER BUSCH INBEV SA/NV
$468K
7HPHP INC
$468K
DEODIAGEO PLC
$466K
ADBEADOBE INC
$465K
IJHISHARES TR
$463K
JJACOBS SOLUTIONS INC
$463K
NWGNATWEST GROUP PLC
$462K
ANEBANEBULO PHARMACEUTICALS INC
$454K
EXPOEXPONENT INC
$454K
CARRCARRIER GLOBAL CORPORATION
$453K
PRUPRUDENTIAL FINL INC
$443K
TMOTHERMO FISHER SCIENTIFIC INC
$443K
SITESITEONE LANDSCAPE SUPPLY INC
$443K
GWWGRAINGER W W INC
$441K
IVVISHARES TR
$436K
ICEINTERCONTINENTAL EXCHANGE IN
$431K
FITBFIFTH THIRD BANCORP
$428K
FASTFASTENAL CO
$428K
SBACSBA COMMUNICATIONS CORP NEW
$425K
INTUINTUIT
$424K
NOWSERVICENOW INC
$421K
CMGCHIPOTLE MEXICAN GRILL INC
$407K
TJXTJX COS INC NEW
$406K
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