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
Filing Details
13F-HR • 2025-03-31- 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% identified275 identified22 unidentified
Holdings
297 positions • $809.1M total value
Manager:
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Page 3 of 15
46431W507
Shares:53.9K
Value:$2.7M
% of Portfolio:0.3% ($2.7M/$809.1M)
464287721
Shares:14.2K
Value:$2.0M
% of Portfolio:0.2% ($2.0M/$809.1M)
Instrument | Shares | Other Manager | Value | % of Portfolio | ||
---|---|---|---|---|---|---|
(cusip46431W507)✕ | 53.9K | All Managers (Combined) | $2.7M | 0.3% ($2.7M/$809.1M) | ||
PEPSICO INC(PEPcusip713448108) | 18.0K | All Managers (Combined) | $2.7M | 0.3% ($2.7M/$809.1M) | ||
9.4K | All Managers (Combined) | $2.6M | 0.3% ($2.6M/$809.1M) | |||
Duke Energy CORP(DUKcusip26441C204) | 19.6K | All Managers (Combined) | $2.4M | 0.3% ($2.4M/$809.1M) | ||
ELI LILLY & Co(LLYcusip532457108) | 2.9K | QoQ +0.38% (+11) | All Managers (Combined) | $2.4M | 0.3% ($2.4M/$809.1M) | |
MCDONALDS CORP(MCDcusip580135101) | 7.7K | All Managers (Combined) | $2.4M | 0.3% ($2.4M/$809.1M) | ||
CINTAS CORP(CTAScusip172908105) | 11.1K | All Managers (Combined) | $2.3M | 0.3% ($2.3M/$809.1M) | ||
96.0K | All Managers (Combined) | $2.3M | 0.3% ($2.3M/$809.1M) | |||
COCA COLA CO(KOcusip191216100) | 31.3K | All Managers (Combined) | $2.2M | 0.3% ($2.2M/$809.1M) | ||
Medtronic plc(MDTcusipG5960L103) | 24.6K | All Managers (Combined) | $2.2M | 0.3% ($2.2M/$809.1M) | ||
EXXON MOBIL CORP(XOMcusip30231G102) | 18.5K | All Managers (Combined) | $2.2M | 0.3% ($2.2M/$809.1M) | ||
125.8K | QoQ 0.00% (+0) | All Managers (Combined) | $2.1M | 0.3% ($2.1M/$809.1M) | ||
18.3K | All Managers (Combined) | $2.1M | 0.3% ($2.1M/$809.1M) | |||
US BANCORP \DE\(USBcusip902973304) | 47.7K | All Managers (Combined) | $2.0M | 0.2% ($2.0M/$809.1M) | ||
CHEVRON CORP(CVXcusip166764100) | 12.0K | All Managers (Combined) | $2.0M | 0.2% ($2.0M/$809.1M) | ||
(cusip464287721)✕ | 14.2K | QoQ +3.19% (-441)YoY +2.66% (+370) | All Managers (Combined) | $2.0M | 0.2% ($2.0M/$809.1M) | |
10.0K | All Managers (Combined) | $2.0M | 0.2% ($2.0M/$809.1M) | |||
2.1K | QoQ +4.50% (+90) | All Managers (Combined) | $2.0M | 0.2% ($2.0M/$809.1M) | ||
41.9K | All Managers (Combined) | $1.9M | 0.2% ($1.9M/$809.1M) | |||
Walmart Inc.(WMTcusip931142103) | 21.6K | All Managers (Combined) | $1.9M | 0.2% ($1.9M/$809.1M) |