Lvw-Advisors

AI_NATIVE detailed information: This accession holds the following tickers:[
  "ENVX",
  "ARQT",
  "POOL",
  null,
  "OLLI",
  "FNDF",
  "ACN",
  "MMM",
  "ABNB",
  "ABT",
  "ABBV",
  "ADBE",
  null,
  "VONG",
  "ALL",
  "GOOGL",
  "AXP",
  "ASML",
  "BLK",
  "CAT",
  "BUD",
  "AVGO",
  "LOW",
  "ARCC",
  "WRB",
  null,
  "DBEF",
  "COF",
  "DUK",
  "ESS",
  "ERJ",
  "EBAY",
  "RYAAY",
  "EOG",
  "PNR",
  null,
  "FITB",
  "IBKR",
  "GD",
  null,
  "GILD",
  "ANEB",
  "HON",
  "HD",
  "HPQ",
  "AZN",
  "MCD",
  "INTU",
  "RPM",
  "UNP",
  "QCOM",
  "OSCR",
  "ISRG",
  "EMXC",
  "ITW",
  "AMAT",
  "EMR",
  "BKNG",
  "ICE",
  "META",
  null,
  "HEFA",
  "IJH",
  "TRAK",
  null,
  "TGB",
  null,
  null,
  "KMI",
  "LHX",
  null,
  "MA",
  "MDT",
  "MSFT",
  "MS",
  "TMUS",
  null,
  "EXPO",
  "FICO",
  "GE",
  "HIG",
  "ODFL",
  "BX",
  "FAST",
  "IJR",
  "EFG",
  "ANET",
  "KLAC",
  "IWD",
  "ORCL",
  "DASH",
  "PAYX",
  null,
  "IWF",
  "PEP",
  "PNC",
  "PGR",
  "IVV",
  "PHM",
  "UNH",
  "AAPL",
  "SPY",
  "BXSL",
  "ECL",
  "NVDA",
  "GS",
  "PLTR",
  "PRU",
  "LMT",
  "PG",
  "MRK",
  "VZ",
  "LPLA",
  "MKC",
  "AMGN",
  "MAS",
  "IEFA",
  "SPGI",
  "RELX",
  null,
  "NOW",
  "SHOP",
  "RTX",
  "GLD",
  "SAP",
  null,
  "BP",
  "AMT",
  "IBM",
  "SYK",
  "SBUX",
  "TGT",
  "TMO",
  "TJX",
  "TFC",
  "TWLO",
  "TRV",
  "TSN",
  "UBER",
  "UPS",
  "BIV",
  "MET",
  "SITE",
  "MRNA",
  "SCHW",
  "VWO",
  "SBAC",
  "NGG",
  "TTE",
  "TOST",
  "TMP",
  "GKOS",
  "TSM",
  "SMG",
  "RMD",
  "ETR",
  "VYM",
  "VRTX",
  null,
  "VRSK",
  "SAIA",
  "AEE",
  "AFL",
  "THO",
  "APH",
  "ALLE",
  "NTRA",
  "WSO",
  "WEC",
  "EQR",
  "DEO",
  "FTNT",
  "EFX",
  "AEP",
  "FOSL",
  "KNF",
  "RACE",
  "PEG",
  "NVO",
  "AMZN",
  "CMS",
  "HCA",
  null,
  null,
  "USB",
  "VUG",
  "VEA",
  null,
  "VTWO",
  "VTEB",
  "BND",
  "BSV",
  "VB",
  "VOO",
  "V",
  "VICI",
  "COCO",
  "WRBY",
  "WMT",
  "WFC",
  "WPC",
  "XEL",
  "XYL",
  "ZBRA",
  null,
  "OC",
  "MTB",
  "SCHD",
  "SCHG",
  "SCHF",
  "SCHA",
  "MSCI",
  "JKHY",
  "CACC",
  "NDSN",
  "TER",
  "SO",
  "PPL",
  "ROL",
  "CRM",
  null,
  "TDY",
  "RDDT",
  "SYY",
  "SPOT",
  "LII",
  "LYB",
  "ZWS",
  "OLED",
  "MCK",
  "EXR",
  "GWW",
  null,
  "KMB",
  "ADP",
  "BAC",
  "BK",
  "BRK-A",
  "BRK-B",
  "BSY",
  null,
  "BJ",
  "BBY",
  "BMY",
  "BFAM",
  "BTI",
  "BNL",
  "BR",
  "CALX",
  "CNI",
  "CARR",
  "CRL",
  "CHE",
  "CVX",
  "CB",
  "CMG",
  "CHH",
  "CTAS",
  "CSCO",
  "KO",
  "CMCSA",
  "CL",
  "COP",
  "STZ",
  "COO",
  "ED",
  "COST",
  "GLW",
  "CRWD",
  "CVS",
  "DE",
  "DB",
  "DPZ",
  "J",
  "MCO",
  "IWB",
  "NEE",
  "NKE",
  "STT",
  "QQQ",
  "IWM",
  "DIS",
  "ETN",
  "GOOG",
  "XOM",
  "JNJ",
  "LLY",
  "TSLA",
  "PLD",
  "NFLX",
  "PM",
  "PH",
  "MO",
  "VTI",
  "JPM",
  "QUAL",
  "ZTS"
]

Filing Details

13F-HR • 2025-03-31

SEC FilingSEC DataHachi Filing

Report Date: 2025-03-31
Filing Date: 2025-04-09
Total Holdings: 297
Total Value: 809083791
Accession Number: 0001085146-25-001955
Form Type: 13F-HR
CIK: lvw-advisors
Manager Name: Lvw-Advisors

Data Enrichment

93% identified

275 identified22 unidentified

Holdings

SEC FilingSEC DataHachi Filing

Manager:

297 positions • $809.1M total value

SEC FilingSEC DataHachi Filing

Manager:

Search and click to pin securities to the top

Page 1 of 15

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808524797

SCHD|808524797

Shares:3.5M

Value:$98.9M

% of Portfolio:12.2% ($98.9M/$809.1M)

46434V803

HEFA|46434V803

Shares:1.7M

Value:$63.5M

% of Portfolio:7.8% ($63.5M/$809.1M)

808524862

Shares:1.9M

Value:$46.7M

% of Portfolio:5.8% ($46.7M/$809.1M)

92206C680

VONG|92206C680

Shares:498.2K

Value:$46.2M

% of Portfolio:5.7% ($46.2M/$809.1M)

46429B747

Shares:398.6K

Value:$41.2M

% of Portfolio:5.1% ($41.2M/$809.1M)

922908736

VUG|922908736

Shares:81.2K

Value:$30.1M

% of Portfolio:3.7% ($30.1M/$809.1M)

921937819

BIV|921937819

Shares:376.6K

Value:$28.8M

% of Portfolio:3.6% ($28.8M/$809.1M)

14020X104

Shares:768.7K

Value:$21.8M

% of Portfolio:2.7% ($21.8M/$809.1M)

00039J889

Shares:811.8K

Value:$20.4M

% of Portfolio:2.5% ($20.4M/$809.1M)

808524300

SCHG|808524300

Shares:793.3K

Value:$19.9M

% of Portfolio:2.5% ($19.9M/$809.1M)

464288158

Shares:185.4K

Value:$19.6M

% of Portfolio:2.4% ($19.6M/$809.1M)

921937835

BND|921937835

Shares:244.6K

Value:$18.0M

% of Portfolio:2.2% ($18.0M/$809.1M)

14021M107

Shares:560.7K

Value:$16.4M

% of Portfolio:2.0% ($16.4M/$809.1M)

MICROSOFT CORP

MSFT|594918104

Shares:30.4K

Value:$11.4M

% of Portfolio:1.4% ($11.4M/$809.1M)

464287804

IJR|464287804

Shares:90.6K

Value:$9.5M

% of Portfolio:1.2% ($9.5M/$809.1M)

NVIDIA CORP

NVDA|67066G104

Shares:77.8K

Value:$8.4M

% of Portfolio:1.0% ($8.4M/$809.1M)

AMAZON COM INC

AMZN|023135106

Shares:43.3K

Value:$8.2M

% of Portfolio:1.0% ($8.2M/$809.1M)

BERKSHIRE HATHAWAY INC

BRK-B|084670702

Shares:14.1K

Value:$7.5M

% of Portfolio:0.9% ($7.5M/$809.1M)

VISA INC.

V|92826C839

Shares:19.9K

Value:$7.0M

% of Portfolio:0.9% ($7.0M/$809.1M)

72201R585

Shares:257.2K

Value:$6.8M

% of Portfolio:0.8% ($6.8M/$809.1M)

Instrument	Shares		Other Manager	Value	% of Portfolio
(SCHDcusip808524797)	3.5M	QoQ -1.63% (-58.9K) YoY +208.74% (+2.4M)	All Managers (Combined)	$98.9M	12.2% ($98.9M/$809.1M)	QoQ +0.66% (-$654.9K) YoY +7.06% (+$6.5M)
(HEFAcusip46434V803)	1.7M	QoQ +2.29% (+39.3K) YoY +4029.21% (+1.7M)	All Managers (Combined)	$63.5M	7.8% ($63.5M/$809.1M)	QoQ +6.82% (+$4.1M) YoY +4196.13% (+$62.0M)
(cusip808524862)✕	1.9M	QoQ +81.53% (+862.5K) YoY +413.86% (+1.5M)	All Managers (Combined)	$46.7M	5.8% ($46.7M/$809.1M)	QoQ +83.64% (+$21.3M) YoY +159.43% (+$28.7M)
(VONGcusip92206C680)	498.2K	QoQ +6.51% (-30.5K) YoY +7.81% (+36.1K)	All Managers (Combined)	$46.2M	5.7% ($46.2M/$809.1M)	QoQ -4.31% (-$2.1M) YoY +15.42% (+$6.2M)
(cusip46429B747)✕	398.6K	QoQ +4.69% (+17.9K) YoY +27.28% (+85.4K)	All Managers (Combined)	$41.2M	5.1% ($41.2M/$809.1M)	QoQ +7.67% (+$2.9M) YoY +32.45% (+$10.1M)
(VUGcusip922908736)	81.2K	QoQ -4.12% (-3.5K) YoY -0.29% (-241)	All Managers (Combined)	$30.1M	3.7% ($30.1M/$809.1M)	QoQ -13.37% (-$4.6M) YoY +7.41% (-$2.1M)
(BIVcusip921937819)	376.6K	QoQ +44.52% (+116.0K) YoY +13769.42% (+373.8K)	All Managers (Combined)	$28.8M	3.6% ($28.8M/$809.1M)	QoQ +48.08% (+$9.4M) YoY +13984.64% (+$28.6M)
(cusip14020X104)✕	768.7K	QoQ +20.08% (+128.6K) YoY +98.42% (+381.3K)	All Managers (Combined)	$21.8M	2.7% ($21.8M/$809.1M)	QoQ +16.42% (+$3.1M) YoY +95.18% (+$10.6M)
(cusip00039J889)✕	811.8K	QoQ +102.36% (+410.7K) YoY NEW(+811.8K)	All Managers (Combined)	$20.4M	2.5% ($20.4M/$809.1M)	QoQ +101.48% (+$10.3M) YoY NEW(+$20.4M)
(SCHGcusip808524300)	793.3K	QoQ +19.10% (+127.2K) YoY +410.90% (+638.0K)	All Managers (Combined)	$19.9M	2.5% ($19.9M/$809.1M)	QoQ +7.00% (+$1.3M) YoY +37.97% (+$5.5M)
(cusip464288158)✕	185.4K	QoQ +172.87% (+117.4K) YoY +216.52% (+126.8K)	All Managers (Combined)	$19.6M	2.4% ($19.6M/$809.1M)	QoQ +173.18% (+$12.4M) YoY +219.15% (+$13.4M)
(BNDcusip921937835)	244.6K	QoQ -9.67% (-26.2K) YoY NEW(+244.6K)	All Managers (Combined)	$18.0M	2.2% ($18.0M/$809.1M)	QoQ -7.73% (-$1.5M) YoY NEW(+$18.0M)
(cusip14021M107)✕	560.7K	QoQ +23.51% (+106.7K) YoY +229.65% (+390.6K)	All Managers (Combined)	$16.4M	2.0% ($16.4M/$809.1M)	QoQ +31.63% (+$4.0M) YoY +233.18% (+$11.5M)
MICROSOFT CORP(MSFTcusip594918104)	30.4K	QoQ +3.74% (-1.1K) YoY +4.30% (-1.3K)	All Managers (Combined)	$11.4M	1.4% ($11.4M/$809.1M)	QoQ -7.60% (-$941.4K) YoY -6.93% (-$851.4K)
(IJRcusip464287804)	90.6K	QoQ +22.86% (+16.9K) YoY +3752.06% (+88.3K)	All Managers (Combined)	$9.5M	1.2% ($9.5M/$809.1M)	QoQ +11.50% (+$978.2K) YoY +3544.67% (+$9.2M)
NVIDIA CORP(NVDAcusip67066G104)	77.8K	QoQ +6.69% (-4.9K) YoY +1200.15% (+71.8K)	All Managers (Combined)	$8.4M	1.0% ($8.4M/$809.1M)	QoQ -13.89% (-$1.4M) YoY +55.95% (+$3.0M)
AMAZON COM INC(AMZNcusip023135106)	43.3K	QoQ +3.07% (-1.3K) YoY +13.91% (+5.3K)	All Managers (Combined)	$8.2M	1.0% ($8.2M/$809.1M)	QoQ -10.60% (-$977.2K) YoY +20.15% (+$1.4M)
BERKSHIRE HATHAWAY INC(BRK-Bcusip084670702)	14.1K	QoQ +0.59% (+84) YoY -4.14% (-611)	All Managers (Combined)	$7.5M	0.9% ($7.5M/$809.1M)	QoQ +18.19% (+$1.2M) YoY +21.40% (-$1.3M)
VISA INC.(Vcusip92826C839)	19.9K	QoQ +0.57% (+114) YoY +5.01% (+953)	All Managers (Combined)	$7.0M	0.9% ($7.0M/$809.1M)	QoQ +11.52% (+$722.7K) YoY +31.87% (+$1.7M)
(cusip72201R585)✕	257.2K	QoQ NEW(+257.2K) YoY NEW(+257.2K)	All Managers (Combined)	$6.8M	0.8% ($6.8M/$809.1M)	QoQ NEW(+$6.8M) YoY NEW(+$6.8M)