LVW Advisors, LLC Buys Schwab Emerging Markets Equity, iShares Core U.S. Aggregate Bond, Vanguard Russell 1000 Growth ETF, Sells CVS Health Corp, General Mills Inc, Vanguard S&P 500

Pittsford, NY, based Investment company LVW Advisors, LLC buys Schwab Emerging Markets Equity, iShares Core U.S. Aggregate Bond, Vanguard Russell 1000 Growth ETF, Vanguard Total International Bond ETF, Schwab U.S. TIPs, Walgreens Boots Alliance Inc, Schwab Intermediate-Term U.S. Treasury, Vanguard FTSE Pacific, Alphabet Inc, Focus Financial Partners Inc, SPDR Bloomberg Barclays Short Term High Yield Bond, CarMax Inc, Visa Inc, Berkshire Hathaway Inc, Vanguard FTSE Emerging Markets, Vanguard Russell 2000 ETF, iShares Edge MSCI Min Vol Global, Liberty Formula One Group, Jacobs Engineering Group Inc, Credit Acceptance Corp, The Communication Services Select Sector SPDR Fund, Vanguard Total Stock Market, Schwab Fundamental U.S. Large Company Index, Electronic Arts Inc, Western Midstream Partners LP, Polaris Industries Inc, Booking Holdings Inc, Target Corp, Diageo PLC, Celgene Corp, Franklin Resources Inc, Alphabet Inc, Constellation Brands Inc, Dominion Energy Inc, iShares Russell 1000 Growth, Schwab Fundamental U.S. Small Company Index, Vanguard Short-Term Bond, Schwab U.S. Large-Cap, iShares Russell 1000 Value, Antero Midstream Corp, Charles Schwab Corp, ProShares S&P 500 Dividend Aristocrats, Vanguard Small-Cap, AstraZeneca PLC, PIMCO Dynamic Income Fund, Carnival Corp, Mastercard Inc, Danaher Corp, EnLink Midstream LLC, Crown Castle International Corp, Cincinnati Financial Corp, Norfolk Southern Corp, Fastenal Co, United Parcel Service Inc, Lowe's Inc, Liberty Broadband Corp, Merck Inc, PACCAR Inc, BlackRock Inc, SPDR Select Sector Fund - Consumer Discretionary, Chevron Corp, Kinder Morgan Inc, iShares 7-10 Year Treasury Bond ETF, Duke Energy Corp, SPDR Select Sector Fund - Health Care, General Dynamics Corp, Plains All American Pipeline LP, sells CVS Health Corp, General Mills Inc, Vanguard S&P 500, SPDR Nuveen Bloomberg Barclays Municipal Bond, Social Capital Hedosophia Holdings Corp, Schwab Short-Term U.S. Treasury, SPDR S&P 500, SPDR S&P Dividend, Bank of New York Mellon Corp, Brookfield Asset Management Inc, Allison Transmission Holdings Inc, Western Midstream Partners LP, ARYA Sciences Acquisition Corp, NorthStar Realty Europe Corp, Energy Transfer LP, Amgen Inc, Antero Midstream Corp, EnLink Midstream Partners LP, Targa Resources Corp, MPLX LP, Vanguard Div Appreciation, General Electric Co, 3M Co, Union Pacific Corp, Abbott Laboratories during the 3-months ended 2019Q1, according to the most recent filings of the investment company, LVW Advisors, LLC. As of 2019Q1, LVW Advisors, LLC owns 164 stocks with a total value of $363 million. These are the details of the buys and sells.

For the details of LVW Advisors, LLC's stock buys and sells, go to https://www.gurufocus.com/guru/lvw+advisors%2C+llc/current-portfolio/portfolio

These are the top 5 holdings of LVW Advisors, LLC
  1. Vanguard FTSE Developed Markets (VEA) - 903,977 shares, 10.17% of the total portfolio. Shares added by 5.16%
  2. Vanguard Growth (VUG) - 226,539 shares, 9.76% of the total portfolio. Shares reduced by 9.37%
  3. Schwab Emerging Markets Equity (SCHE) - 704,915 shares, 5.05% of the total portfolio. New Position
  4. iShares Core U.S. Aggregate Bond (AGG) - 145,586 shares, 4.37% of the total portfolio. Shares added by 33.10%
  5. PIMCO Enhanced Short Maturity Active Exchange-Trad (MINT) - 111,568 shares, 3.12% of the total portfolio. Shares added by 16.42%
New Purchase: Schwab Emerging Markets Equity (SCHE)

LVW Advisors, LLC initiated holding in Schwab Emerging Markets Equity. The purchase prices were between $23.25 and $26.41, with an estimated average price of $25.3. The stock is now traded at around $26.53. The impact to a portfolio due to this purchase was 5.05%. The holding were 704,915 shares as of .

New Purchase: Vanguard Russell 1000 Growth ETF (VONG)

LVW Advisors, LLC initiated holding in Vanguard Russell 1000 Growth ETF. The purchase prices were between $130.26 and $157.29, with an estimated average price of $147.43. The stock is now traded at around $161.07. The impact to a portfolio due to this purchase was 1.04%. The holding were 24,387 shares as of .

New Purchase: Walgreens Boots Alliance Inc (WBA)

LVW Advisors, LLC initiated holding in Walgreens Boots Alliance Inc. The purchase prices were between $59.79 and $74.43, with an estimated average price of $68.44. The stock is now traded at around $53.79. The impact to a portfolio due to this purchase was 0.6%. The holding were 34,700 shares as of .

New Purchase: Vanguard FTSE Pacific (VPL)

LVW Advisors, LLC initiated holding in Vanguard FTSE Pacific. The purchase prices were between $60.09 and $66.64, with an estimated average price of $64.67. The stock is now traded at around $66.54. The impact to a portfolio due to this purchase was 0.47%. The holding were 25,873 shares as of .

New Purchase: Focus Financial Partners Inc (FOCS)

LVW Advisors, LLC initiated holding in Focus Financial Partners Inc. The purchase prices were between $24.78 and $39.15, with an estimated average price of $31.35. The stock is now traded at around $37.48. The impact to a portfolio due to this purchase was 0.34%. The holding were 34,714 shares as of .

New Purchase: CarMax Inc (KMX)

LVW Advisors, LLC initiated holding in CarMax Inc. The purchase prices were between $58.38 and $69.8, with an estimated average price of $61.66. The stock is now traded at around $78.24. The impact to a portfolio due to this purchase was 0.29%. The holding were 15,033 shares as of .

Added: iShares Core U.S. Aggregate Bond (AGG)

LVW Advisors, LLC added to a holding in iShares Core U.S. Aggregate Bond by 33.10%. The purchase prices were between $106.35 and $109.08, with an estimated average price of $107.2. The stock is now traded at around $108.16. The impact to a portfolio due to this purchase was 1.09%. The holding were 145,586 shares as of .

Added: Vanguard Total International Bond ETF (BNDX)

LVW Advisors, LLC added to a holding in Vanguard Total International Bond ETF by 68.04%. The purchase prices were between $54.1 and $55.85, with an estimated average price of $54.86. The stock is now traded at around $55.71. The impact to a portfolio due to this purchase was 0.93%. The holding were 148,871 shares as of .

Added: Schwab U.S. TIPs (SCHP)

LVW Advisors, LLC added to a holding in Schwab U.S. TIPs by 40.19%. The purchase prices were between $53.25 and $55, with an estimated average price of $53.95. The stock is now traded at around $54.75. The impact to a portfolio due to this purchase was 0.62%. The holding were 144,031 shares as of .

Added: Schwab Intermediate-Term U.S. Treasury (SCHR)

LVW Advisors, LLC added to a holding in Schwab Intermediate-Term U.S. Treasury by 170.41%. The purchase prices were between $52.66 and $53.85, with an estimated average price of $53.05. The stock is now traded at around $53.32. The impact to a portfolio due to this purchase was 0.47%. The holding were 50,102 shares as of .

Added: Alphabet Inc (GOOG)

LVW Advisors, LLC added to a holding in Alphabet Inc by 132.67%. The purchase prices were between $1016.06 and $1231.54, with an estimated average price of $1120.29. The stock is now traded at around $1162.61. The impact to a portfolio due to this purchase was 0.41%. The holding were 2,222 shares as of .

Added: SPDR Bloomberg Barclays Short Term High Yield Bond (SJNK)

LVW Advisors, LLC added to a holding in SPDR Bloomberg Barclays Short Term High Yield Bond by 34.18%. The purchase prices were between $25.99 and $27.25, with an estimated average price of $26.92. The stock is now traded at around $27.17. The impact to a portfolio due to this purchase was 0.3%. The holding were 157,867 shares as of .

Sold Out: CVS Health Corp (CVS)

LVW Advisors, LLC sold out a holding in CVS Health Corp. The sale prices were between $52.36 and $69.88, with an estimated average price of $61.96.

Sold Out: General Mills Inc (GIS)

LVW Advisors, LLC sold out a holding in General Mills Inc. The sale prices were between $38.43 and $51.8, with an estimated average price of $45.16.

Sold Out: Schwab Short-Term U.S. Treasury (SCHO)

LVW Advisors, LLC sold out a holding in Schwab Short-Term U.S. Treasury. The sale prices were between $49.81 and $50.22, with an estimated average price of $49.94.

Sold Out: SPDR S&P Dividend (SDY)

LVW Advisors, LLC sold out a holding in SPDR S&P Dividend. The sale prices were between $87.8 and $99.63, with an estimated average price of $96.02.

Sold Out: Bank of New York Mellon Corp (BK)

LVW Advisors, LLC sold out a holding in Bank of New York Mellon Corp. The sale prices were between $46.56 and $53.98, with an estimated average price of $51.51.

Sold Out: Brookfield Asset Management Inc (BAM)

LVW Advisors, LLC sold out a holding in Brookfield Asset Management Inc. The sale prices were between $37.89 and $46.65, with an estimated average price of $43.54.

Reduced: Vanguard S&P 500 (VOO)

LVW Advisors, LLC reduced to a holding in Vanguard S&P 500 by 36.95%. The sale prices were between $224.5 and $261.43, with an estimated average price of $249.48. The stock is now traded at around $267.51. The impact to a portfolio due to this sale was -0.35%. LVW Advisors, LLC still held 7,319 shares as of .

Reduced: SPDR Nuveen Bloomberg Barclays Municipal Bond (TFI)

LVW Advisors, LLC reduced to a holding in SPDR Nuveen Bloomberg Barclays Municipal Bond by 58.04%. The sale prices were between $48.09 and $49.37, with an estimated average price of $48.53. The stock is now traded at around $49.41. The impact to a portfolio due to this sale was -0.33%. LVW Advisors, LLC still held 14,189 shares as of .



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