LVW Advisors, LLC 13F Portfolio
| Entity | Category | QoQ AUM Change | AUM (13F) | # of Holdings | Performance Rank | Equities Trend |
|---|---|---|---|---|---|---|
LA LVW Advisors, LLC | Institutional Filer | ▲ 6.39% | $1.05B | 435 |
Current Portfolio Holdings
Showing all 435 reported positions by value
| # | Stock | Company Name | Sector | Shares Held | Market Value | % of Portfolio |
|---|---|---|---|---|---|---|
| 1 | SPYM | SPDR SERIES TRUST | — | 1.2M | $88.7M | 8.45% |
| 2 | VEA | VANGUARD TAX-MANAGED FDS | — | 1.2M | $75.0M | 7.14% |
| 3 | SCHO | SCHWAB STRATEGIC TR | — | 2.1M | $51.3M | 4.89% |
| 4 | STIP | ISHARES TR | — | 419K | $43.3M | 4.13% |
| 5 | SCHD | SCHWAB STRATEGIC TR | — | 1.3M | $41.4M | 3.94% |
| 6 | BIV | VANGUARD BD INDEX FDS | — | 465K | $35.9M | 3.42% |
| 7 | AAPL | Apple Inc. | Technology | 140K | $35.4M | 3.38% |
| 8 | VONG | VANGUARD SCOTTSDALE FDS | — | 320K | $35.1M | 3.34% |
| 9 | CGGO | CAPITAL GROUP GBL GROWTH EQT | — | 1.0M | $34.8M | 3.32% |
| 10 | SPY | SPDR S&P 500 ETF Trust | — | 43K | $27.7M | 2.64% |
| 11 | TAFM | AB ACTIVE ETFS INC | — | 977K | $24.7M | 2.35% |
| 12 | CGIE | CAPITAL GROUP INTERNATIONAL | — | 728K | $24.6M | 2.35% |
| 13 | SUB | ISHARES TR | — | 230K | $24.5M | 2.34% |
| 14 | NVDA | NVIDIA Corporation | Technology | 133K | $23.1M | 2.21% |
| 15 | VUG | VANGUARD INDEX FDS | — | 47K | $20.7M | 1.98% |
Showing 1 to 15 of 435 holdings