Lvw Advisors, LLC Top Holdings and 13F Report (2025) About Lvw Advisors, LLCInvestment ActivityLvw Advisors, LLC has $916.63 million in total holdings as of June 30, 2025.Lvw Advisors, LLC owns shares of 326 different stocks, but just 54 companies or ETFs make up 80% of its holdings.Approximately 15.62% of the portfolio was purchased this quarter.About 11.53% of the portfolio was sold this quarter.This quarter, Lvw Advisors, LLC has purchased 297 new stocks and bought additional shares in 159 stocks.Lvw Advisors, LLC sold shares of 109 stocks and completely divested from 15 stocks this quarter.Largest Holdings Schwab US Dividend Equity ETF $88,061,049Vanguard FTSE Developed Markets ETF $70,265,973Vanguard Russell 1000 Growth ETF $54,434,598Schwab Short-Term U.S. Treasury ETF $44,727,546iShares 0-5 Year TIPS Bond ETF $40,252,746 Largest New Holdings this Quarter 46641Q837 - JPMorgan Ultra-Short Income ETF $677,389 Holding22052L104 - Corteva $670,770 Holding835699307 - Sony $548,635 Holding407497106 - Hamilton Lane $397,084 Holding00827B106 - Affirm $390,918 Holding Largest Purchases this Quarter Vanguard FTSE Developed Markets ETF 1,145,765 shares (about $65.32M)SPDR S&P 500 ETF Trust 30,020 shares (about $18.55M)Capital Group Global Growth Equity ETF 177,841 shares (about $5.69M)CAPITAL GROUP INTERNATIONAL 98,484 shares (about $3.24M)iShares Core S&P Small-Cap ETF 21,043 shares (about $2.30M) Largest Sales this Quarter iShares Currency Hedged MSCI EAFE ETF 1,731,559 shares (about $65.73M)Vanguard Growth ETF 17,391 shares (about $7.62M)Schwab US Dividend Equity ETF 215,652 shares (about $5.71M)Vanguard Total Bond Market ETF 64,109 shares (about $4.72M)Schwab Short-Term U.S. Treasury ETF 85,772 shares (about $2.09M) 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$88,061,049$5,714,779 ▼-6.1%3,323,0589.6%ETFVEAVanguard FTSE Developed Markets ETF$70,265,973$65,320,070 ▲1,320.7%1,232,5207.7%ETFVONGVanguard Russell 1000 Growth ETF$54,434,598$26,754 ▲0.0%498,4855.9%ETFSCHOSchwab Short-Term U.S. Treasury ETF$44,727,546$2,091,121 ▼-4.5%1,834,6004.9%ETFSTIPiShares 0-5 Year TIPS Bond ETF$40,252,746$766,886 ▼-1.9%391,1454.4%ETFBIVVanguard Intermediate-Term Bond ETF$30,350,537$1,227,773 ▲4.2%392,4303.3%ETFCGGOCapital Group Global Growth Equity ETF$30,261,697$5,685,579 ▲23.1%946,5653.3%ETFAAPLApple$30,186,856$1,158,184 ▼-3.7%147,1313.3%Computer and TechnologyVUGVanguard Growth ETF$27,952,186$7,624,160 ▼-21.4%63,7603.0%ETFSCHGSchwab U.S. Large-Cap Growth ETF$23,477,683$305,537 ▲1.3%803,7552.6%ETFAB ACTIVE ETFS INC$21,915,069$1,681,405 ▲8.3%879,3112.4%TAX AWARE INTERMCAPITAL GROUP INTERNATIONAL$21,699,679$3,242,093 ▲17.6%659,1642.4%SHSSUBiShares Short-Term National Muni Bond ETF$21,066,438$1,352,535 ▲6.9%198,1052.3%ETFSPYSPDR S&P 500 ETF Trust$20,621,201$18,547,713 ▲894.5%33,3762.2%FinanceMSFTMicrosoft$17,025,417$1,879,720 ▲12.4%34,2281.9%Computer and TechnologyNVDANVIDIA$14,579,792$2,290,065 ▲18.6%92,2831.6%Computer and TechnologyBNDVanguard Total Bond Market ETF$13,290,215$4,720,346 ▼-26.2%180,5001.4%ETFIJRiShares Core S&P Small-Cap ETF$12,205,726$2,299,790 ▲23.2%111,6821.3%ETFAMZNAmazon.com$10,304,529$809,988 ▲8.5%46,9691.1%Retail/WholesaleAVGOBroadcom$8,521,325$627,095 ▼-6.9%30,9140.9%Computer and TechnologyJPMJPMorgan Chase & Co.$7,590,583$167,855 ▼-2.2%26,1830.8%FinanceVVisa$7,506,798$423,573 ▲6.0%21,1430.8%Business ServicesPYLDPIMCO Multi Sector Bond Active ETF$7,158,422$331,405 ▲4.9%269,7220.8%ETFMETAMeta Platforms$7,126,301$81,190 ▲1.2%9,6550.8%Computer and TechnologyGOOGAlphabet$7,043,971$411,544 ▲6.2%39,7090.8%Computer and TechnologyBRK.BBerkshire Hathaway$6,896,963$30,604 ▲0.4%14,1980.8%FinanceGOOGLAlphabet$5,668,082$631,079 ▲12.5%32,1630.6%Computer and TechnologyVTWOVanguard Russell 2000 ETF$4,876,616$1,607,019 ▼-24.8%55,9120.5%ETFBILSPDR Bloomberg 1-3 Month T-Bill ETF$4,567,330$1,608,578 ▲54.4%49,7910.5%ETFMOAltria Group$4,523,973$308,278 ▲7.3%77,1610.5%Consumer StaplesMAMastercard$4,417,082$413,610 ▲10.3%7,8600.5%Business ServicesEMXCiShares MSCI Emerging Markets ex China ETF$3,904,262$194,724 ▲5.2%61,8350.4%ManufacturingSCHFSchwab International Equity ETF$3,813,576$225,862 ▲6.3%172,5600.4%ETFJNJJohnson & Johnson$3,624,375$474,604 ▲15.1%23,7270.4%MedicalABBVAbbVie$3,499,630$499,311 ▼-12.5%18,8540.4%MedicalCSCOCisco Systems$3,452,340$123,080 ▲3.7%49,7600.4%Computer and TechnologyCBChubb$3,361,911$72,430 ▲2.2%11,6040.4%FinanceVOOVanguard S&P 500 ETF$3,353,104$53,963 ▲1.6%5,9030.4%ETFPMPhilip Morris International$3,289,268$1,475,617 ▲81.4%18,0600.4%Consumer StaplesHDHome Depot$3,024,017$37,764 ▲1.3%8,2480.3%Retail/WholesalePAYXPaychex$2,860,569$57,601 ▲2.1%19,6660.3%Computer and TechnologyNEARiShares Short Duration Bond Active ETF$2,807,179$52,429 ▲1.9%54,9350.3%ETFCTASCintas$2,726,369$250,952 ▲10.1%12,2330.3%Business ServicesNFLXNetflix$2,654,156$267,826 ▲11.2%1,9820.3%Consumer DiscretionaryTSLATesla$2,608,624$482,526 ▲22.7%8,2120.3%Auto/Tires/TrucksIYWiShares U.S. Technology ETF$2,523,851$56,486 ▲2.3%14,5660.3%ManufacturingPALANTIR TECHNOLOGIES INC$2,502,699$969,099 ▲63.2%18,3590.3%CL AKOCocaCola$2,476,533$260,289 ▲11.7%35,0040.3%Consumer StaplesDUKDuke Energy$2,448,028$129,800 ▲5.6%20,7460.3%UtilitiesMDTMedtronic$2,431,085$286,789 ▲13.4%27,8890.3%MedicalLLYEli Lilly and Company$2,419,939$158,263 ▲7.0%3,1040.3%MedicalGDGeneral Dynamics$2,397,132$348,239 ▼-12.7%8,2190.3%AerospacePEPPepsiCo$2,337,493$45,157 ▼-1.9%17,7030.3%Consumer StaplesCOSTCostco Wholesale$2,251,343$182,167 ▲8.8%2,2740.2%Retail/WholesaleSPGIS&P Global$2,246,256$441,869 ▲24.5%4,2600.2%FinanceWMTWalmart$2,221,647$105,895 ▲5.0%22,7210.2%Retail/WholesaleGILDGilead Sciences$2,181,700$148,344 ▲7.3%19,6780.2%MedicalUSBU.S. Bancorp$2,176,073$19,412 ▲0.9%48,0900.2%FinanceVZVerizon Communications$2,161,612$347,374 ▲19.1%49,9560.2%Computer and TechnologyXOMExxon Mobil$2,143,668$150,162 ▲7.5%19,8860.2%EnergyMCDMcDonald's$2,093,577$144,032 ▼-6.4%7,1660.2%Retail/WholesaleBNLBroadstone Net Lease$2,018,4810.0%125,7620.2%FinanceSOSouthern$1,987,477$182,742 ▲10.1%21,6430.2%UtilitiesCMCSAComcast$1,927,946$633,215 ▲48.9%54,0190.2%Consumer DiscretionarySCHZSchwab U.S. Aggregate Bond ETF$1,896,942$59,471 ▲3.2%81,6240.2%ETFCVXChevron$1,876,219$154,788 ▲9.0%13,1030.2%EnergyABTAbbott Laboratories$1,841,482$299,093 ▲19.4%13,5390.2%MedicalSCHASchwab US Small-Cap ETF$1,837,796$592,021 ▼-24.4%72,6400.2%ETFWECWEC Energy Group$1,798,720$53,976 ▲3.1%17,2620.2%UtilitiesAEPAmerican Electric Power$1,772,325$102,307 ▲6.1%17,0810.2%UtilitiesLOWLowe's Companies$1,749,667$538,479 ▲44.5%7,8860.2%Retail/WholesaleIWMiShares Russell 2000 ETF$1,742,784$416,706 ▼-19.3%8,0760.2%FinanceECLEcolab$1,705,556$526,486 ▲44.7%6,3300.2%Basic MaterialsAMGNAmgen$1,702,517$148,810 ▲9.6%6,0980.2%MedicalRTXRTX$1,622,548$4,673 ▼-0.3%11,1120.2%AerospaceAMTAmerican Tower$1,595,565$317,610 ▲24.9%7,2190.2%FinancePHParker-Hannifin$1,593,211$121,534 ▲8.3%2,2810.2%IndustrialsMRKMerck & Co., Inc.$1,497,483$344,982 ▲29.9%18,9170.2%MedicalTSMTaiwan Semiconductor Manufacturing$1,479,886$94,220 ▼-6.0%6,5340.2%Computer and TechnologyBRK.ABerkshire Hathaway$1,457,6000.0%20.2%FinanceRACEFerrari$1,427,563$11,778 ▼-0.8%2,9090.2%Auto/Tires/TrucksEFViShares MSCI EAFE Value ETF$1,402,464$5,015 ▼-0.4%22,0930.2%ETFHCAHCA Healthcare$1,394,101$250,164 ▲21.9%3,6390.2%MedicalLPLALPL Financial$1,389,264$80,244 ▼-5.5%3,7050.2%FinanceVICIVICI Properties$1,387,228$417,084 ▲43.0%42,5530.2%FinanceSAPSAP$1,375,749$133,804 ▼-8.9%4,5240.2%Computer and TechnologyKMBKimberly-Clark$1,331,357$190,028 ▲16.6%10,3270.1%Consumer StaplesBRBroadridge Financial Solutions$1,270,075$207,548 ▲19.5%5,2260.1%Computer and TechnologyMCOMoody's$1,234,915$60,692 ▲5.2%2,4620.1%FinanceEQREquity Residential$1,228,251$352,298 ▲40.2%18,1990.1%FinanceVYMVanguard High Dividend Yield ETF$1,226,452$397,397 ▼-24.5%9,2000.1%ETFBKBank of New York Mellon$1,217,777$26,240 ▼-2.1%13,3660.1%FinanceLIILennox International$1,199,219$527,381 ▼-30.5%2,0920.1%ConstructionBACBank of America$1,157,928$220,465 ▼-16.0%24,4700.1%FinancePNCThe PNC Financial Services Group$1,135,485$212,892 ▼-15.8%6,0910.1%FinanceAZNAstraZeneca$1,116,081$69,113 ▼-5.8%15,9710.1%MedicalDEDeere & Company$1,108,000$21,357 ▼-1.9%2,1790.1%IndustrialsPGProcter & Gamble$1,107,736$76,791 ▼-6.5%6,9530.1%Consumer StaplesEFGiShares MSCI EAFE Growth ETF$1,106,000$64,176 ▼-5.5%9,8750.1%ETFVTIVanguard Total Stock Market ETF$1,060,637$886,498 ▼-45.5%3,4900.1%ETFShowing largest 100 holdings. 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