Lvw Advisors, LLC Top Holdings and 13F Report (2024)

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About Lvw Advisors, LLC

Investment Activity

Lvw Advisors, LLC has $590.89 million in total holdings as of March 31, 2024.
Lvw Advisors, LLC owns shares of 285 different stocks, but just 69 companies or ETFs make up 80% of its holdings.
Approximately 9.62% of the portfolio was purchased this quarter.
About 5.59% of the portfolio was sold this quarter.
This quarter, Lvw Advisors, LLC has purchased 255 new stocks and bought additional shares in 122 stocks.
Lvw Advisors, LLC sold shares of 112 stocks and completely divested from 12 stocks this quarter.

Largest Holdings

Schwab US Dividend Equity ETF: $92,416,130
Vanguard Russell 1000 Growth ETF: $40,051,799
iShares 0-5 Year TIPS Bond ETF: $31,137,675
Vanguard Growth ETF: $28,015,271
Apple: $22,372,934

Largest New Holdings this Quarter

COOPER COS INC: $877,325 Holding
Parker-Hannifin: $484,094 Holding
Eaton: $428,059 Holding
Fastenal: $377,832 Holding
QUALCOMM: $370,217 Holding

Largest Purchases this Quarter

Schwab US Dividend Equity ETF: 98,504 shares (about $7.94M)
Capital Group Global Growth Equity ETF: 212,373 shares (about $6.12M)
CAPITAL GROUP INTERNATIONAL: 145,442 shares (about $4.22M)
iShares 0-5 Year TIPS Bond ETF: 23,670 shares (about $2.35M)
Schwab Short-Term U.S. Treasury ETF: 45,087 shares (about $2.17M)

Largest Sales this Quarter

Vanguard Russell 1000 Growth ETF: 51,198 shares (about $4.44M)
iShares MSCI EAFE Growth ETF: 32,795 shares (about $3.40M)
Vanguard Growth ETF: 8,172 shares (about $2.81M)
Schwab Emerging Markets Equity ETF: 85,314 shares (about $2.15M)
Schwab U.S. Large-Cap Growth ETF: 20,257 shares (about $1.88M)

Sector Allocation Over Time

Selling

Neutral

Buying

Latest 13F Holdings and Changes Since Previous Quarterly Filing

Issuer Name	Holdings Value	Approximate Purchase/Sale	Change in Shares	Shares Held	% of Portfolio	Sector
SCHD Schwab US Dividend Equity ETF	$92,416,130	$7,942,381 ▲	9.4%	1,146,175	15.6%	ETF
VONG Vanguard Russell 1000 Growth ETF	$40,051,799	$4,437,334 ▼	-10.0%	462,118	6.8%	ETF
STIP iShares 0-5 Year TIPS Bond ETF	$31,137,675	$2,353,506 ▲	8.2%	313,162	5.3%	ETF
VUG Vanguard Growth ETF	$28,015,271	$2,812,817 ▼	-9.1%	81,392	4.7%	ETF
AAPL Apple	$22,372,934	$220,523 ▼	-1.0%	130,470	3.8%	Computer and Technology
SCHO Schwab Short-Term U.S. Treasury ETF	$18,016,460	$2,173,644 ▲	13.7%	373,708	3.0%	ETF
SCHG Schwab U.S. Large-Cap Growth ETF	$14,396,855	$1,878,234 ▼	-11.5%	155,272	2.4%	ETF
MSFT Microsoft	$12,281,588	$45,858 ▲	0.4%	29,192	2.1%	Computer and Technology
VTWO Vanguard Russell 2000 ETF	$11,840,359	$14,460 ▲	0.1%	139,200	2.0%	ETF
CGGO Capital Group Global Growth Equity ETF	$11,157,724	$6,116,342 ▲	121.3%	387,421	1.9%	ETF
IUSB iShares Core Total USD Bond Market ETF	$7,306,664	$560,894 ▲	8.3%	160,269	1.2%	Manufacturing
AMZN Amazon.com	$6,852,637	$529,415 ▲	8.4%	37,990	1.2%	Retail/Wholesale
MBB iShares MBS ETF	$6,487,422	$3,604 ▼	-0.1%	70,195	1.1%	ETF
AVGO Broadcom	$6,343,329	$410,872 ▼	-6.1%	4,786	1.1%	Computer and Technology
SCHA Schwab US Small-Cap ETF	$6,253,578	$577,585 ▲	10.2%	127,002	1.1%	ETF
BRK.B Berkshire Hathaway	$6,200,988	$39,949 ▼	-0.6%	14,746	1.0%	Finance
FNDF Schwab Fundamental International Large Company Index ETF	$6,185,636	$83,577 ▲	1.4%	173,705	1.0%	ETF
SUB iShares Short-Term National Muni Bond ETF	$6,133,893	$989,483 ▲	19.2%	58,569	1.0%	ETF
JPM JPMorgan Chase & Co.	$6,088,184	$281,425 ▼	-4.4%	30,395	1.0%	Finance
GOOG Alphabet	$5,553,379	$165,811 ▲	3.1%	36,473	0.9%	Computer and Technology
NVDA NVIDIA	$5,406,000	$744,534 ▲	16.0%	5,983	0.9%	Computer and Technology
V Visa	$5,301,622	$27,070 ▲	0.5%	18,997	0.9%	Business Services
CAPITAL GROUP INTERNATIONAL	$4,933,975	$4,219,258 ▲	590.3%	170,079	0.8%	SHS
GOOGL Alphabet	$4,741,768	$536,707 ▲	12.8%	31,417	0.8%	Computer and Technology
ABBV AbbVie	$4,524,556	$345,437 ▼	-7.1%	24,847	0.8%	Medical
SPGM SPDR Portfolio MSCI Global Stock Market ETF	$4,466,989	$200,167 ▼	-4.3%	74,849	0.8%	ETF
VTEB Vanguard Tax-Exempt Bond ETF	$4,443,541	$324,093 ▼	-6.8%	87,817	0.8%	ETF
PEP PepsiCo	$3,608,221	$451,881 ▼	-11.1%	20,617	0.6%	Consumer Staples
META Meta Platforms	$3,478,792	$404,985 ▲	13.2%	7,164	0.6%	Computer and Technology
HD Home Depot	$3,368,127	$108,563 ▼	-3.1%	8,780	0.6%	Retail/Wholesale
IGSB iShares 1-5 Year Investment Grade Corporate Bond ETF	$3,293,407	$46,255 ▼	-1.4%	64,224	0.6%	Manufacturing
GD General Dynamics	$3,256,340	$415,270 ▼	-11.3%	11,527	0.6%	Aerospace
SCHE Schwab Emerging Markets Equity ETF	$3,188,166	$2,154,179 ▼	-40.3%	126,264	0.5%	ETF
CSCO Cisco Systems	$2,956,005	$191,404 ▼	-6.1%	59,227	0.5%	Computer and Technology
CB Chubb	$2,927,651	$67,633 ▼	-2.3%	11,298	0.5%	Finance
PAYX Paychex	$2,844,499	$2,088 ▲	0.1%	23,164	0.5%	Business Services
MA Mastercard	$2,804,795	$130,512 ▲	4.9%	5,824	0.5%	Business Services
GOVT iShares U.S. Treasury Bond ETF	$2,786,502	$39,529 ▲	1.4%	122,376	0.5%	ETF
TLH iShares 10-20 Year Treasury Bond ETF	$2,765,861	$33,084 ▲	1.2%	26,334	0.5%	ETF
IWM iShares Russell 2000 ETF	$2,733,540	$16,404 ▼	-0.6%	12,998	0.5%	Finance
LLY Eli Lilly and Company	$2,726,320	$276,989 ▼	-9.2%	3,504	0.5%	Medical
MCD McDonald's	$2,556,914	$221,041 ▼	-8.0%	9,069	0.4%	Retail/Wholesale
MO Altria Group	$2,434,683	$454,388 ▲	22.9%	55,816	0.4%	Consumer Staples
JNJ Johnson & Johnson	$2,292,413	$54,732 ▼	-2.3%	14,492	0.4%	Medical
AMGN Amgen	$2,130,253	$684,684 ▼	-24.3%	7,492	0.4%	Medical
NVO Novo Nordisk A/S	$2,108,072	$80,122 ▼	-3.7%	16,418	0.4%	Medical
EFV iShares MSCI EAFE Value ETF	$2,040,816	$332,710 ▲	19.5%	37,515	0.3%	ETF
NEAR BlackRock Short Duration Bond ETF	$2,039,997	$223,386 ▼	-9.9%	40,428	0.3%	ETF
XOM Exxon Mobil	$2,008,668	$72,884 ▼	-3.5%	17,280	0.3%	Oils/Energy
SCHF Schwab International Equity ETF	$1,997,668	$384,893 ▼	-16.2%	51,196	0.3%	ETF
BNL Broadstone Net Lease	$1,993,068		0.0%	127,190	0.3%	Finance
VZ Verizon Communications	$1,905,750	$390,020 ▲	25.7%	45,418	0.3%	Computer and Technology
GILD Gilead Sciences	$1,873,735	$675,585 ▲	56.4%	25,580	0.3%	Medical
IYW iShares U.S. Technology ETF	$1,873,283	$11,345 ▲	0.6%	13,870	0.3%	Manufacturing
ANEB Anebulo Pharmaceuticals	$1,842,652	$2,870 ▼	-0.2%	642,039	0.3%	Medical
SCHP Schwab U.S. TIPS ETF	$1,767,755	$152,829 ▼	-8.0%	33,891	0.3%	ETF
USB U.S. Bancorp	$1,756,710	$474,356 ▲	37.0%	39,300	0.3%	Finance
CTAS Cintas	$1,754,675	$261,758 ▲	17.5%	2,554	0.3%	Industrial Products
VOO Vanguard S&P 500 ETF	$1,731,020	$74,029 ▼	-4.1%	3,601	0.3%	ETF
WEC WEC Energy Group	$1,730,675	$230,675 ▼	-11.8%	21,075	0.3%	Utilities
CVX Chevron	$1,644,440	$78,397 ▲	5.0%	10,425	0.3%	Oils/Energy
BAC Bank of America	$1,604,130	$266,729 ▲	19.9%	42,303	0.3%	Finance
EFG iShares MSCI EAFE Growth ETF	$1,591,620	$3,403,794 ▼	-68.1%	15,335	0.3%	ETF
UPS United Parcel Service	$1,547,507	$335,303 ▲	27.7%	10,412	0.3%	Transportation
KO Coca-Cola	$1,507,170	$391,430 ▲	35.1%	24,635	0.3%	Consumer Staples
DUK Duke Energy	$1,499,586	$625,714 ▲	71.6%	15,506	0.3%	Utilities
ASML ASML	$1,485,790	$289,200 ▼	-16.3%	1,531	0.3%	Computer and Technology
WMT Walmart	$1,479,934	$1,127,460 ▲	319.9%	24,596	0.3%	Retail/Wholesale
HEFA iShares Currency Hedged MSCI EAFE ETF	$1,478,178	$419,711 ▼	-22.1%	42,379	0.3%	ETF
SPY SPDR S&P 500 ETF Trust	$1,385,257	$19,879 ▼	-1.4%	2,648	0.2%	Finance
MDT Medtronic	$1,384,988	$285,068 ▲	25.9%	15,892	0.2%	Medical
TTE TotalEnergies	$1,378,665	$166,706 ▲	13.8%	20,030	0.2%	Oils/Energy
PG Procter & Gamble	$1,378,591	$281,656 ▼	-17.0%	8,497	0.2%	Consumer Staples
VYM Vanguard High Dividend Yield ETF	$1,317,824	$117,965 ▼	-8.2%	10,892	0.2%	ETF
RACE Ferrari	$1,314,360	$257,205 ▲	24.3%	3,015	0.2%	Auto/Tires/Trucks
SAP SAP	$1,305,336	$164,215 ▼	-11.2%	6,693	0.2%	Computer and Technology
SCHZ Schwab U.S. Aggregate Bond ETF	$1,280,180	$135,976 ▼	-9.6%	27,830	0.2%	ETF
EOG EOG Resources	$1,270,986	$467,767 ▲	58.2%	9,942	0.2%	Oils/Energy
AZN AstraZeneca	$1,263,563	$102,779 ▲	8.9%	18,650	0.2%	Medical
DE Deere & Company	$1,219,488	$371,720 ▼	-23.4%	2,969	0.2%	Industrial Products
BMY Bristol-Myers Squibb	$1,216,359	$4,718 ▲	0.4%	22,430	0.2%	Medical
TSM Taiwan Semiconductor Manufacturing	$1,207,852	$65,848 ▼	-5.2%	8,878	0.2%	Computer and Technology
COST Costco Wholesale	$1,129,024	$257,163 ▲	29.5%	1,541	0.2%	Retail/Wholesale
MS Morgan Stanley	$1,082,840	$167,322 ▲	18.3%	11,500	0.2%	Finance
MAS Masco	$1,082,313	$523,763 ▲	93.8%	13,721	0.2%	Construction
HCA HCA Healthcare	$1,063,628	$460,605 ▲	76.4%	3,189	0.2%	Medical
RTX RTX	$1,037,263	$508,342 ▼	-32.9%	10,635	0.2%	Aerospace
UNH UnitedHealth Group	$1,036,298	$37,099 ▲	3.7%	2,095	0.2%	Medical
UNP Union Pacific	$1,029,088	$375,578 ▼	-26.7%	4,184	0.2%	Transportation
MSCI MSCI	$1,013,294	$109,288 ▲	12.1%	1,808	0.2%	Computer and Technology
AEP American Electric Power	$1,003,754	$304,364 ▲	43.5%	11,658	0.2%	Utilities
LII Lennox International	$985,829	$70,381 ▲	7.7%	2,017	0.2%	Construction
CAT Caterpillar	$984,598	$340,780 ▲	52.9%	2,687	0.2%	Industrial Products
ADP Automatic Data Processing	$962,498	$184,808 ▲	23.8%	3,854	0.2%	Business Services
LOW Lowe's Companies	$959,568	$64,447 ▲	7.2%	3,767	0.2%	Retail/Wholesale
PNC The PNC Financial Services Group	$951,824	$217,514 ▲	29.6%	5,890	0.2%	Finance
DPZ Domino's Pizza	$950,035	$475,514 ▲	100.2%	1,912	0.2%	Retail/Wholesale
MCK McKesson	$947,004	$41,874 ▼	-4.2%	1,764	0.2%	Medical
BSY Bentley Systems	$942,154	$38,173 ▼	-3.9%	18,042	0.2%	Computer and Technology
TGT Target	$923,796	$462,164 ▲	100.1%	5,213	0.2%	Retail/Wholesale
MMM 3M	$912,747	$30,018 ▼	-3.2%	8,605	0.2%	Multi-Sector Conglomerates
KMB Kimberly-Clark	$904,674	$227,268 ▲	33.5%	6,994	0.2%	Consumer Staples
POOL Pool	$891,332	$54,069 ▼	-5.7%	2,209	0.2%	Consumer Discretionary
SO Southern	$880,824	$120,810 ▲	15.9%	12,278	0.1%	Utilities
COOPER COS INC	$877,325	$877,325 ▲	New Holding	8,647	0.1%	COM
CAH Cardinal Health	$876,177	$66,021 ▼	-7.0%	7,830	0.1%	Medical
CMCSA Comcast	$863,255	$22,758 ▼	-2.6%	19,914	0.1%	Consumer Discretionary
LPLA LPL Financial	$857,329	$16,116 ▲	1.9%	3,245	0.1%	Finance
MRK Merck & Co., Inc.	$852,884	$86,555 ▲	11.3%	6,464	0.1%	Medical
NFLX Netflix	$846,011	$73,487 ▲	9.5%	1,393	0.1%	Consumer Discretionary
TFC Truist Financial	$844,385	$171,278 ▲	25.4%	21,662	0.1%	Finance
PFE Pfizer	$819,840	$207,957 ▼	-20.2%	29,544	0.1%	Medical
NDSN Nordson	$817,032	$26,905 ▼	-3.2%	2,976	0.1%	Industrial Products
EFX Equifax	$813,261	$19,529 ▼	-2.3%	3,040	0.1%	Business Services
WRB W. R. Berkley	$808,607	$29,008 ▼	-3.5%	9,143	0.1%	Finance
BK Bank of New York Mellon	$798,729	$164,275 ▲	25.9%	13,862	0.1%	Finance
AXP American Express	$793,289	$8,880 ▲	1.1%	3,484	0.1%	Finance
LYB LyondellBasell Industries	$784,181	$295,385 ▲	60.4%	7,667	0.1%	Basic Materials
VTI Vanguard Total Stock Market ETF	$783,268	$5,717 ▼	-0.7%	3,014	0.1%	ETF
SAIA Saia	$775,125	$82,485 ▼	-9.6%	1,325	0.1%	Transportation
CRL Charles River Laboratories International	$768,415	$16,528 ▼	-2.1%	2,836	0.1%	Medical
AMAT Applied Materials	$757,690	$116,108 ▲	18.1%	3,674	0.1%	Computer and Technology
STZ Constellation Brands	$719,893	$7,609 ▼	-1.0%	2,649	0.1%	Consumer Staples
TSLA Tesla	$699,820	$38,498 ▼	-5.2%	3,981	0.1%	Auto/Tires/Trucks
TER Teradyne	$690,971	$5,529 ▼	-0.8%	6,124	0.1%	Computer and Technology
ABT Abbott Laboratories	$683,741	$51,712 ▲	8.2%	6,016	0.1%	Medical
ODFL Old Dominion Freight Line	$676,791	$377,652 ▲	126.2%	3,086	0.1%	Transportation
AZPN Aspen Technology	$676,525	$18,342 ▼	-2.6%	3,172	0.1%	Computer and Technology
TRV Travelers Companies	$676,152	$65,820 ▲	10.8%	2,938	0.1%	Finance
WSO Watsco	$662,211	$27,214 ▼	-3.9%	1,533	0.1%	Construction
DEO Diageo	$654,427	$95,189 ▼	-12.7%	4,400	0.1%	Consumer Staples
ED Consolidated Edison	$650,018	$314,747 ▲	93.9%	7,158	0.1%	Utilities
RELX Relx	$646,796	$306,753 ▲	90.2%	14,941	0.1%	Computer and Technology
JKHY Jack Henry & Associates	$645,581	$22,585 ▼	-3.4%	3,716	0.1%	Computer and Technology
J Jacobs Solutions	$644,744	$61,031 ▲	10.5%	4,194	0.1%	Business Services
ROL Rollins	$641,997	$21,793 ▼	-3.3%	13,875	0.1%	Construction
DBEF Xtrackers MSCI EAFE Hedged Equity ETF	$631,541	$242,589 ▼	-27.8%	15,430	0.1%	ETF
ALLE Allegion	$631,117	$18,725 ▼	-2.9%	4,685	0.1%	Industrial Products
SJM J. M. Smucker	$629,984	$313,041 ▼	-33.2%	5,005	0.1%	Consumer Staples
ZWS Zurn Elkay Water Solutions	$626,224	$21,253 ▼	-3.3%	18,710	0.1%	Industrial Products
ZBRA Zebra Technologies	$626,091	$8,742 ▼	-1.4%	2,077	0.1%	Industrial Products
COR Cencora	$623,027	$236,673 ▲	61.3%	2,564	0.1%	Medical
IBKR Interactive Brokers Group	$621,108	$17,092 ▼	-2.7%	5,560	0.1%	Finance
PM Philip Morris International	$619,443	$295,016 ▼	-32.3%	6,761	0.1%	Consumer Staples
CNI Canadian National Railway	$618,511	$231,810 ▲	59.9%	4,696	0.1%	Transportation
MCO Moody's	$615,485	$86,860 ▲	16.4%	1,566	0.1%	Finance
SPGI S&P Global	$607,543	$283,350 ▲	87.4%	1,428	0.1%	Business Services
ACWI iShares MSCI ACWI ETF	$586,002	$569,372 ▼	-49.3%	5,321	0.1%	Manufacturing
BP BP	$584,756	$3,580 ▼	-0.6%	15,519	0.1%	Oils/Energy
SITE SiteOne Landscape Supply	$573,572	$13,615 ▼	-2.3%	3,286	0.1%	Industrial Products
BFAM Bright Horizons Family Solutions	$571,335	$11,676 ▼	-2.0%	5,040	0.1%	Consumer Discretionary
XYL Xylem	$567,364	$34,766 ▲	6.5%	4,390	0.1%	Industrial Products
DLB Dolby Laboratories	$561,930	$18,262 ▼	-3.1%	6,708	0.1%	Consumer Discretionary
CHE Chemed	$552,702	$16,048 ▼	-2.8%	861	0.1%	Medical
CRM Salesforce	$552,063	$49,996 ▲	10.0%	1,833	0.1%	Computer and Technology
TMO Thermo Fisher Scientific	$551,569	$32,548 ▼	-5.6%	949	0.1%	Medical
WPC W. P. Carey	$550,121	$329,723 ▲	149.6%	9,747	0.1%	Finance
FICO Fair Isaac	$543,581	$4,998 ▼	-0.9%	435	0.1%	Computer and Technology
DIS Walt Disney	$542,579	$49,314 ▲	10.0%	4,434	0.1%	Consumer Discretionary
PEG Public Service Enterprise Group	$537,513	$116,131 ▲	27.6%	8,049	0.1%	Utilities
MET MetLife	$535,371	$209,880 ▲	64.5%	7,224	0.1%	Finance
WFC Wells Fargo & Company	$533,812	$3,362 ▲	0.6%	9,210	0.1%	Finance
TROW T. Rowe Price Group	$528,889	$178,979 ▲	51.1%	4,338	0.1%	Finance
STM STMicroelectronics	$528,782	$9,340 ▼	-1.7%	12,229	0.1%	Computer and Technology
HPQ HP	$521,719	$144,512 ▲	38.3%	17,264	0.1%	Computer and Technology
HIG The Hartford Financial Services Group	$514,838	$55,544 ▲	12.1%	4,996	0.1%	Finance
INTC Intel	$507,040	$124,695 ▲	32.6%	11,479	0.1%	Computer and Technology
THO THOR Industries	$501,512	$18,305 ▼	-3.5%	4,274	0.1%	Construction
PH Parker-Hannifin	$484,094	$484,094 ▲	New Holding	871	0.1%	Industrial Products
ES Eversource Energy	$481,269	$32,993 ▲	7.4%	8,052	0.1%	Utilities
EMR Emerson Electric	$480,674	$171,491 ▲	55.5%	4,238	0.1%	Industrial Products
ISRG Intuitive Surgical	$479,308	$56,272 ▲	13.3%	1,201	0.1%	Medical
TDY Teledyne Technologies	$476,975	$11,162 ▼	-2.3%	1,111	0.1%	Aerospace
GS The Goldman Sachs Group	$475,749	$106,929 ▲	29.0%	1,139	0.1%	Finance
KNF Knife River	$472,859		0.0%	5,832	0.1%	Construction
MELI MercadoLibre	$465,684	$12,096 ▼	-2.5%	308	0.1%	Retail/Wholesale
CHH Choice Hotels International	$459,914	$5,307 ▼	-1.1%	3,640	0.1%	Consumer Discretionary
BBY Best Buy	$458,220	$205,157 ▲	81.1%	5,586	0.1%	Retail/Wholesale
ADBE Adobe	$453,131	$54,497 ▼	-10.7%	898	0.1%	Computer and Technology
LHX L3Harris Technologies	$453,080	$376,359 ▼	-45.4%	2,126	0.1%	Aerospace
BR Broadridge Financial Solutions	$452,127	$194,208 ▲	75.3%	2,207	0.1%	Business Services
CTSH Cognizant Technology Solutions	$449,781	$56,726 ▲	14.4%	6,137	0.1%	Computer and Technology
KMI Kinder Morgan	$444,305	$118,550 ▲	36.4%	24,226	0.1%	Oils/Energy
GMAB Genmab A/S	$442,280	$4,816 ▲	1.1%	14,787	0.1%	Medical
LMT Lockheed Martin	$442,134	$85,061 ▲	23.8%	972	0.1%	Aerospace
TFII TFI International	$435,645	$186,090 ▼	-29.9%	2,732	0.1%	Transportation
PRU Prudential Financial	$430,271	$169,173 ▲	64.8%	3,665	0.1%	Finance
SMG Scotts Miracle-Gro	$428,818	$1,193 ▼	-0.3%	5,749	0.1%	Basic Materials
ETN Eaton	$428,059	$428,059 ▲	New Holding	1,369	0.1%	Industrial Products
CARR Carrier Global	$427,954	$40,342 ▲	10.4%	7,362	0.1%	Computer and Technology
IVV iShares Core S&P 500 ETF	$425,583	$8,407 ▼	-1.9%	810	0.1%	ETF
TEL TE Connectivity	$419,744	$155,697 ▲	59.0%	2,890	0.1%	Computer and Technology
EXPO Exponent	$418,495	$47,712 ▼	-10.2%	5,061	0.1%	Business Services
STT State Street	$407,090	$77,629 ▲	23.6%	5,265	0.1%	Finance
EBAY eBay	$394,122	$246,650 ▼	-38.5%	7,467	0.1%	Retail/Wholesale
ACN Accenture	$394,096	$30,502 ▲	8.4%	1,137	0.1%	Business Services
HUM Humana	$389,367	$199,711 ▼	-33.9%	1,123	0.1%	Medical
AON AON	$389,118	$40,380 ▲	11.6%	1,166	0.1%	Finance
EQR Equity Residential	$388,506	$156,892 ▲	67.7%	6,156	0.1%	Finance
FAST Fastenal	$377,832	$377,832 ▲	New Holding	4,898	0.1%	Retail/Wholesale
NOBL ProShares S&P 500 Aristocrats ETF	$376,840	$65,612 ▼	-14.8%	3,716	0.1%	ETF
ANSS ANSYS	$372,156	$367,643 ▼	-49.7%	1,072	0.1%	Computer and Technology
ELV Elevance Health	$370,238	$93,856 ▲	34.0%	714	0.1%	Medical
QCOM QUALCOMM	$370,217	$370,217 ▲	New Holding	2,187	0.1%	Computer and Technology
TIP iShares TIPS Bond ETF	$364,408		0.0%	3,393	0.1%	ETF
CMG Chipotle Mexican Grill	$363,347	$14,534 ▲	4.2%	125	0.1%	Retail/Wholesale
BLK BlackRock	$361,048	$10,006 ▲	2.9%	433	0.1%	Finance
KLAC KLA	$360,463	$360,463 ▲	New Holding	516	0.1%	Computer and Technology
CACC Credit Acceptance	$359,611	$11,583 ▼	-3.1%	652	0.1%	Finance
ARCC Ares Capital	$352,665		0.0%	16,939	0.1%	Finance
EIX Edison International	$343,465	$343,465 ▲	New Holding	4,856	0.1%	Utilities
COP ConocoPhillips	$334,492	$8,655 ▼	-2.5%	2,628	0.1%	Oils/Energy
BUD Anheuser-Busch InBev SA/NV	$333,014	$5,106 ▼	-1.5%	5,479	0.1%	Consumer Staples
IBM International Business Machines	$329,979	$329,979 ▲	New Holding	1,728	0.1%	Computer and Technology
RPM RPM International	$327,470	$327,470 ▲	New Holding	2,753	0.1%	Construction
HON Honeywell International	$322,653	$17,446 ▲	5.7%	1,572	0.1%	Multi-Sector Conglomerates
NGG National Grid	$322,476	$322,476 ▲	New Holding	4,727	0.1%	Utilities
FRPT Freshpet	$320,817	$154,210 ▼	-32.5%	2,769	0.1%	Consumer Staples
AMD Advanced Micro Devices	$319,648	$53,786 ▲	20.2%	1,771	0.1%	Computer and Technology
EMN Eastman Chemical	$317,497	$4,009 ▼	-1.2%	3,168	0.1%	Basic Materials
TSN Tyson Foods	$317,142	$317,142 ▲	New Holding	5,400	0.1%	Consumer Staples
CVS CVS Health	$316,249	$316,249 ▲	New Holding	3,965	0.1%	Retail/Wholesale
CMS CMS Energy	$312,562	$312,562 ▲	New Holding	5,180	0.1%	Utilities
PSX Phillips 66	$311,653	$49,492 ▲	18.9%	1,908	0.1%	Oils/Energy
EXR Extra Space Storage	$311,493	$60,564 ▲	24.1%	2,119	0.1%	Finance
SYK Stryker	$310,082	$52,993 ▼	-14.6%	866	0.1%	Medical
GLW Corning	$309,330	$52,736 ▲	20.6%	9,385	0.1%	Computer and Technology
BGNE BeiGene	$306,056	$102,279 ▲	50.2%	1,957	0.1%	Medical
ENVX Enovix	$305,294	$79,620 ▼	-20.7%	38,114	0.1%	Oils/Energy
ICE Intercontinental Exchange	$300,185	$19,380 ▲	6.9%	2,184	0.1%	Finance
NKE NIKE	$292,982	$47,655 ▲	19.4%	3,117	0.0%	Consumer Discretionary
TGB Taseko Mines	$286,180		0.0%	131,880	0.0%	Basic Materials
BTI British American Tobacco	$280,199	$237,408 ▼	-45.9%	9,187	0.0%	Consumer Staples
VWO Vanguard FTSE Emerging Markets ETF	$278,895	$734,224 ▼	-72.5%	6,677	0.0%	ETF
ZTS Zoetis	$277,674	$64,300 ▲	30.1%	1,641	0.0%	Medical
FITB Fifth Third Bancorp	$274,015	$274,015 ▲	New Holding	7,364	0.0%	Finance
SHOP Shopify	$268,629	$4,167 ▼	-1.5%	3,481	0.0%	Computer and Technology
OC Owens Corning	$268,215	$268,215 ▲	New Holding	1,608	0.0%	Construction
NICE NICE	$265,312	$265,312 ▲	New Holding	1,018	0.0%	Computer and Technology
NOW ServiceNow	$264,553	$40,407 ▲	18.0%	347	0.0%	Computer and Technology
AMLP Alerian MLP ETF	$263,641	$263,641 ▲	New Holding	5,555	0.0%	ETF
PHM PulteGroup	$260,178	$260,178 ▲	New Holding	2,157	0.0%	Construction
IJR iShares Core S&P Small-Cap ETF	$260,054	$9,394 ▼	-3.5%	2,353	0.0%	ETF
HUBB Hubbell	$259,407	$101,272 ▼	-28.1%	625	0.0%	Industrial Products
WTRG Essential Utilities	$259,350		0.0%	7,000	0.0%	Utilities
AMX América Móvil	$258,460	$15,021 ▼	-5.5%	13,851	0.0%	Computer and Technology
ETR Entergy	$256,274	$47,345 ▲	22.7%	2,425	0.0%	Utilities
VRTX Vertex Pharmaceuticals	$256,241	$256,241 ▲	New Holding	613	0.0%	Medical
ACWV iShares MSCI Global Min Vol Factor ETF	$256,212	$20,842 ▲	8.9%	2,434	0.0%	ETF
OSCR Oscar Health	$250,545	$61,859 ▼	-19.8%	16,849	0.0%	Finance
PNR Pentair	$249,912		0.0%	2,925	0.0%	Industrial Products
IJH iShares Core S&P Mid-Cap ETF	$248,731	$194,915 ▲	362.2%	4,095	0.0%	ETF
CLX Clorox	$246,508	$246,508 ▲	New Holding	1,610	0.0%	Consumer Staples
ORCL Oracle	$245,568	$245,568 ▲	New Holding	1,955	0.0%	Computer and Technology
OMC Omnicom Group	$244,900	$10,063 ▲	4.3%	2,531	0.0%	Business Services
BX Blackstone	$243,297	$22,333 ▲	10.1%	1,852	0.0%	Finance
TNDM Tandem Diabetes Care	$242,028	$242,028 ▲	New Holding	6,835	0.0%	Medical
CVE Cenovus Energy	$240,260	$240,260 ▲	New Holding	12,019	0.0%	Oils/Energy
JBHT J.B. Hunt Transport Services	$237,706	$22,715 ▼	-8.7%	1,193	0.0%	Transportation
BKNG Booking	$235,813	$235,813 ▲	New Holding	65	0.0%	Retail/Wholesale
DHR Danaher	$234,987	$234,987 ▲	New Holding	941	0.0%	Multi-Sector Conglomerates
UBER Uber Technologies	$234,743	$234,743 ▲	New Holding	3,049	0.0%	Computer and Technology
PPG PPG Industries	$232,710	$232,710 ▲	New Holding	1,606	0.0%	Basic Materials
SBUX Starbucks	$226,906	$32,076 ▼	-12.4%	2,483	0.0%	Retail/Wholesale
FWRG First Watch Restaurant Group	$226,800	$226,800 ▲	New Holding	9,212	0.0%	Retail/Wholesale
NVT nVent Electric	$220,545	$220,545 ▲	New Holding	2,925	0.0%	Computer and Technology
SNPS Synopsys	$218,313	$218,313 ▲	New Holding	382	0.0%	Computer and Technology
BXSL Blackstone Secured Lending Fund	$218,050	$218,050 ▲	New Holding	7,000	0.0%	Finance
INTU Intuit	$212,550	$212,550 ▲	New Holding	327	0.0%	Computer and Technology
FLR Fluor	$211,400	$211,400 ▲	New Holding	5,000	0.0%	Construction
BUNGE GLOBAL SA	$209,141	$209,141 ▲	New Holding	2,040	0.0%	COM SHS
NTRA Natera	$208,621	$208,621 ▲	New Holding	2,281	0.0%	Medical
IYLD iShares Morningstar Multi-Asset Income ETF	$208,448	$639,853 ▼	-75.4%	10,459	0.0%	ETF
NSC Norfolk Southern	$205,171	$205,171 ▲	New Holding	805	0.0%	Transportation
TMP Tompkins Financial	$205,033		0.0%	4,077	0.0%	Finance
BIV Vanguard Intermediate-Term Bond ETF	$204,711	$82,337 ▼	-28.7%	2,715	0.0%	ETF
SLB Schlumberger	$203,291	$203,291 ▲	New Holding	3,709	0.0%	Oils/Energy
VCSH Vanguard Short-Term Corporate Bond ETF	$201,006	$201,006 ▲	New Holding	2,600	0.0%	ETF
VB Vanguard Small-Cap ETF	$200,461	$200,461 ▲	New Holding	877	0.0%	ETF
VEA Vanguard FTSE Developed Markets ETF	$200,439	$200,439 ▲	New Holding	3,995	0.0%	ETF
VTRS Viatris	$179,697	$728 ▲	0.4%	15,050	0.0%	Medical
CNHI CNH Industrial	$129,600	$129,600 ▲	New Holding	10,000	0.0%	Industrial Products
VLRS Controladora Vuela Compañía de Aviación	$74,571		0.0%	10,050	0.0%	Transportation
PSEC Prospect Capital	$67,864	$276 ▲	0.4%	12,294	0.0%	Finance
COMPLETE SOLARIA INC	$6,589	$6,589 ▲	New Holding	10,962	0.0%	COM
COOPER COS INC	$0	$831,055 ▼	-100.0%	0	0.0%	COM NEW
HDB HDFC Bank	$0	$468,898 ▼	-100.0%	0	0.0%	Finance
CALX Calix	$0	$320,379 ▼	-100.0%	0	0.0%	Computer and Technology
NEE NextEra Energy	$0	$307,163 ▼	-100.0%	0	0.0%	Utilities
XEL Xcel Energy	$0	$280,824 ▼	-100.0%	0	0.0%	Utilities
COCO Vita Coco	$0	$280,509 ▼	-100.0%	0	0.0%	Consumer Staples
VALE Vale	$0	$223,880 ▼	-100.0%	0	0.0%	Basic Materials
TXN Texas Instruments	$0	$216,485 ▼	-100.0%	0	0.0%	Computer and Technology
LNT Alliant Energy	$0	$205,970 ▼	-100.0%	0	0.0%	Utilities
CI The Cigna Group	$0	$204,824 ▼	-100.0%	0	0.0%	Medical
VIG Vanguard Dividend Appreciation ETF	$0	$204,480 ▼	-100.0%	0	0.0%	ETF
NOK Nokia Oyj	$0	$109,728 ▼	-100.0%	0	0.0%	Computer and Technology

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Lvw Advisors, LLC Top Holdings and 13F Report (2024)

About Lvw Advisors, LLC

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Lvw Advisors, LLC Top Holdings and 13F Report (2024)

About Lvw Advisors, LLC

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Map of 500 Largest Holdings ofLvw Advisors, LLC

Latest 13F Holdings and Changes Since Previous Quarterly Filing

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