LA
| |
LVW Advisors, LLC13F | |
| LVW Advisors, LLC | |
| Last update 2025-07-17 | 329 Stocks (44 new) |
| Value $917.00 Mil | Turnover 13 % |
LVW Advisors, LLC Top Holdings of 2025-06-30
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| Ticker | | Company | Shares | Value ($1000) | Shares Change % | Weighting % | Trade Impact % | % of Shares outstanding | 3M Change % | YTD Change % | Market Cap $Mil | Industry |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
SCHD | Schwab US Dividend Equity ETF | 3,323,058 | 88,061.1 | -6.09% | 9.610 | -0.72% | 0.130 | +7.34% | +0.77% | 70,469.5 | ||
VEA | Vanguard FTSE Developed Markets ETF | 1,232,520 | 70,266.0 | +1,320.69% | 7.670 | +7.13% | 0.040 | +12.49% | +19.94% | 157,607.2 | ||
VONG |
Vanguard Russell 1000 Growth Index Fund
Vanguard Russell 1000 Growth Index Fund
| 498,485 | 54,434.6 | +0.05% | 5.940 | 0% | 0.200 | +27.30% | +8.47% | 27,907.3 | ||
SCHO | Schwab Short-Term U.S. Treasury ETF | 1,834,600 | 44,727.6 | -4.47% | 4.880 | -0.25% | 0.410 | +0.74% | +3.08% | 10,930.5 | ||
STIP | iShares 0-5 Year TIPS Bond ETF | 391,145 | 40,252.8 | -1.87% | 4.390 | -0.09% | 0.320 | +1.30% | +4.46% | 12,779.7 | ||
BIV | Vanguard Intermediate-Term Bond ETF | 392,430 | 30,350.5 | +4.22% | 3.310 | +0.13% | 0.130 | +1.75% | +4.50% | 23,124.5 | ||
CGGO |
Capital Group Global Growth Equity ETF
Capital Group Global Growth Equity ETF
| 946,565 | 30,261.7 | +23.13% | 3.300 | +0.62% | 0.490 | +19.72% | +11.28% | 6,263.0 | ||
VUG | Vanguard Growth ETF | 63,760 | 27,952.2 | -21.43% | 3.050 | -0.77% | 0.020 | +27.48% | +9.52% | 167,127.0 | ||
AAPL | Apple Inc | 127,131 | 26,083.5 | +3.55% | 2.850 | +0.10% | 0.000 | +7.35% | -15.47% | 3,154,147.7 | Hardware | |
SCHG | Schwab U.S. Large-Cap Growth ETF | 803,755 | 23,477.7 | +1.32% | 2.560 | +0.03% | 0.050 | +25.66% | +6.92% | 45,305.9 |
LVW Advisors, LLC's Historical Top Holdings Breakdowns
LVW Advisors, LLC's Top Stock Picks
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| Ticker | | Company | Date | Action | Impact % | Price Range | Price | Price Change from Avrg% | Comment | Current Shares | Share Change |
|---|---|---|---|---|---|---|---|---|---|---|---|
HEFA |
iShares Currency Hedged MSCI EAFE ETF
iShares Currency Hedged MSCI EAFE ETF
| 2025-06-30 | Reduce Reduce | -7.51% | 32.11 ($36.55) 38.21 | $37.57 | 2.79% | Reduce -98.95% | 18,359 | -1,731,559 | |
VEA | Vanguard FTSE Developed Markets ETF | 2025-06-30 | Add Add | +7.13% | 45.65 ($53.52) 57.01 | $56.64 | 5.83% | Add 1320.69% | 1,232,520 | 1,145,765 | |
VUG | Vanguard Growth ETF | 2025-06-30 | Reduce Reduce | -0.77% | 329.49 ($394.63) 438.4 | $448.39 | 13.62% | Reduce -21.43% | 63,760 | -17,391 | |
SCHD | Schwab US Dividend Equity ETF | 2025-06-30 | Reduce Reduce | -0.72% | 24.32 ($26.14) 27.96 | $27.02 | 3.37% | Reduce -6.09% | 3,323,058 | -215,652 | |
CGGO |
Capital Group Global Growth Equity ETF
Capital Group Global Growth Equity ETF
| 2025-06-30 | Add Add | +0.62% | 25.31 ($29.49) 32.17 | $32.21 | 9.22% | Add 23.13% | 946,565 | 177,841 | |
BND | Vanguard Total Bond Market ETF | 2025-06-30 | Reduce Reduce | -0.56% | 71.88 ($72.74) 73.82 | $72.85 | 0.15% | Reduce -26.21% | 180,500 | -64,109 | |
CGIE |
Capital Group International Equity ETF
Capital Group International Equity ETF
| 2025-06-30 | Add Add | +0.35% | 26.4 ($31.06) 33.13 | $32.51 | 4.67% | Add 17.57% | 659,164 | 98,484 | |
IJR | iShares Core S&P Small-Cap ETF | 2025-06-30 | Add Add | +0.25% | 90.56 ($103.39) 109.49 | $111.87 | 8.20% | Add 23.22% | 111,682 | 21,043 | |
SCHO | Schwab Short-Term U.S. Treasury ETF | 2025-06-30 | Reduce Reduce | -0.25% | 24.19 ($24.3) 24.46 | $24.29 | -0.04% | Reduce -4.47% | 1,834,600 | -85,772 | |
MSFT | Microsoft Corp | 2025-06-30 | Add Add | +0.21% | 354.56 ($433.34) 497.45 | $510.05 | 17.70% | Add 12.41% | 34,228 | 3,779 |
LVW Advisors, LLC Total Holding History ($B)
LVW Advisors, LLC's Asset Allocation
LVW Advisors, LLC Past Portfolios
| Portfolio Date | Number of Stocks | New Stocks | Total Value ($Mil) | Q/Q Turnover |
|---|---|---|---|---|
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LVW Advisors, LLC's Hypothetical Growth since 2025-06-30
LVW Advisors, LLC's Yearly Returns
| Year | Portfolio % | % | Excess Gain % |
|---|
LVW Advisors, LLC's Holdings Heat Map
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LVW Advisors, LLC's Holdings Bubble Chart
LVW Advisors, LLC News
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