LA

LVW Advisors, LLC

13F
LVW Advisors, LLC
Last update 2024-10-10 309 Stocks (26 new)
Value $786.00 Mil Turnover 11 %
Countries:
Top Holdings: SCHD(12.76%)HEFA(7.61%)VONG(5.73%)STIP(4.57%)VUG(4.07%)
Portfolio Report
Summary Stock Picks Current Portfolio
LVW Advisors, LLC Top Holdings of 2024-09-30 View Full List
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
1,185,633
100221.600
+0.74%
12.760
+0.09%
0.160
+3.02%
+11.58%
63460.872
 
HEFA 		iShares Currency Hedged MSCI EAFE ETF
1,687,128
59758.070
+14.15%
7.610
+0.94%
1.100
+1.69%
+12.60%
5424.748
 
VONG 		Vanguard Russell 1000 Growth Index Fund
466,478
45024.460
-1.80%
5.730
-0.12%
0.210
+8.65%
+26.53%
20938.177
 
STIP 		iShares 0-5 Year TIPS Bond ETF
354,325
35900.170
+8.41%
4.570
+0.35%
0.460
+0.99%
+2.06%
7722.486
 
VUG 		Vanguard Growth ETF
83,220
31950.570
-0.69%
4.070
-0.03%
0.020
+8.68%
+26.45%
132709.299
 
AAPL 		Apple Inc
127,411
29686.700
-3.55%
3.780
-0.14%
0.000
+7.21%
+21.69%
3548645.576
Hardware
SCHO 		Schwab Short-Term U.S. Treasury ETF
528,070
25864.850
+4.93%
3.290
+0.15%
0.220
+0.33%
+0.17%
11118.087
 
BIV 		Vanguard Intermediate-Term Bond ETF
271,519
21278.950
+9,535.17%
2.710
+2.68%
0.110
+0.20%
-0.37%
18680.362
 
SCHG 		Schwab U.S. Large-Cap Growth ETF
167,347
17434.210
+0.88%
2.220
+0.02%
0.050
+8.30%
+28.30%
33998.267
 
CGGO 		Capital Group Global Growth Equity ETF
541,323
16320.890
+19.50%
2.080
+0.34%
0.370
+4.67%
+16.71%
4448.419
 

LVW Advisors, LLC's Historical Top Holdings Breakdowns

LVW Advisors, LLC's Top Stock Picks View Full List
Ticker
Company
Date
Action
Impact %
Price Range
Price
Price Change from Avrg%
Comment
Current Shares
Share Change
BIV 		Vanguard Intermediate-Term Bond ETF2024-09-30Add
+2.68%
●
74.26 ($77.1) 78.84
$76.10
-1.30%
Add 9535.17%
271,519
268,701
BSV 		Vanguard Short-Term Bond ETF2024-09-30New Buy
+1.33%
●
76.38 ($77.89) 78.87
$77.73
-0.21%
New holding
132,724
132,724
HEFA 		iShares Currency Hedged MSCI EAFE ETF2024-09-30Add
+0.94%
●
32.34 ($34.76) 35.85
$35.48
2.07%
Add 14.15%
1,687,128
209,077
IJR 		iShares Core S&P Small-Cap ETF2024-09-30Add
+0.77%
●
105.53 ($112.98) 118.34
$116.20
2.85%
Add 1746.59%
54,179
51,245
FNDF 		Schwab Fundamental International Equity ETF2024-09-30Reduce
-0.67%
●
33.67 ($36) 37.71
$35.98
-0.06%
Reduce -73.17%
48,283
-131,651
CGIE 		Capital Group International Equity ETF2024-09-30Add
+0.64%
●
27.67 ($29.33) 30.72
$29.38
0.17%
Add 78.07%
374,470
164,178
VEA 		Vanguard FTSE Developed Markets ETF2024-09-30New Buy
+0.55%
●
47.6 ($50.85) 53.31
$50.88
0.06%
New holding
81,591
81,591
SCHA 		Schwab U.S. Small-Cap ETF2024-09-30Reduce
-0.43%
●
46.9 ($49.65) 51.96
$25.96
-47.71%
Reduce -47.1%
69,869
-62,199
STIP 		iShares 0-5 Year TIPS Bond ETF2024-09-30Add
+0.35%
●
98.99 ($100.16) 101.51
$100.62
0.46%
Add 8.41%
354,325
27,479
CGGO 		Capital Group Global Growth Equity ETF2024-09-30Add
+0.34%
●
27.25 ($29.29) 30.52
$30.03
2.53%
Add 19.5%
541,323
88,346

LVW Advisors, LLC Total Holding History ($B)

To

LVW Advisors, LLC's Asset Allocation

To

LVW Advisors, LLC Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

Top Ranked Articles

  • 1

LVW Advisors, LLC's Hypothetical Growth since 2024-09-30

LVW Advisors, LLC's Yearly Returns

Year Portfolio % % Excess Gain %

LVW Advisors, LLC's Holdings Heat Map

Size field:

LVW Advisors, LLC's Holdings Bubble Chart

LVW Advisors, LLC News

  • 1

Discussions on LVW Advisors, LLC

No discussions yet.
Research Tools
All-In-One Screener Stock Ideas Stock List Guru List Guru Real-Time Picks Insider List Insider Trades Economic Indicators Sector & Industry Performance DCF Calculator Discussion Board
Product
Pricing Plans Excel Add-In Google Sheets Add-on Data API Stock Comparison Table Manual of Stocks Instant Alerts Mobile App 中文
Education
Financial Glossary Tutorials FAQ Schedule Free Session Buffett Indicator Shiller P/E Yield Curve Today U.S. Inflation Rate Global Market Valuation Fed Net Liquidity Buffett Assets Allocation
Company
About GuruFocus Career Contact Us Advertise Site Map Term of Use Privacy Policy Referral Program Partner Program
Survey

We'd love to learn more about your experiences on GuruFocus.com and how we can improve!

Take Survey
Follow Us
download GuruFocus on Apple store download GuruFocus on Google Play
Disclaimers
GuruFocus.com is not operated by a broker or a dealer. Under no circumstances does any information posted on GuruFocus.com represent a recommendation to buy or sell a security. The information on this site, and in its related newsletters, is not intended to be, nor does it constitute investment advice or recommendations. The individuals or entities selected as "gurus" may buy and sell securities before and after any particular article and report and information herein is published, with respect to the securities discussed in any article and report posted herein. Gurus may be added or dropped from the GuruFocus site at any time. In no event shall GuruFocus.com be liable to any member, guest or third party for any damages of any kind arising out of the use of any content or other material published or available on GuruFocus.com, or relating to the use of, or inability to use, GuruFocus.com or any content, including, without limitation, any investment losses, lost profits, lost opportunity, special, incidental, indirect, consequential or punitive damages. Past performance is a poor indicator of future performance. The information on this site, and in its related newsletters, is not intended to be, nor does it constitute investment advice or recommendations. The information on this site is in no way guaranteed for completeness, accuracy or in any other way. The gurus listed in this website are not affiliated with GuruFocus.com, LLC. Stock quotes are provided by QuoteMedia, Inc. (CSI). Company fundamental data is provided by Morningstar. Analyst estimates data is sourced from both Refinitiv and Morningstar, with priority given to Refinitiv data. Data is updated daily.
© 2004-2024 GuruFocus.com, LLC. All Rights Reserved.