Lvw-Advisors

Filing Details

13F-HR2025-03-31
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
Manager Name
Lvw-Advisors
Data Enrichment
93% identified
275 identified22 unidentified

Holdings

297 positions • $809.1M total value
Manager:
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46431W507
Shares:53.9K
Value:$2.7M
% of Portfolio:0.3% ($2.7M/$809.1M)
PEPSICO INC
Shares:18.0K
Value:$2.7M
% of Portfolio:0.3% ($2.7M/$809.1M)
GENERAL DYNAMICS CORP
Shares:9.4K
Value:$2.6M
% of Portfolio:0.3% ($2.6M/$809.1M)
Duke Energy CORP
Shares:19.6K
Value:$2.4M
% of Portfolio:0.3% ($2.4M/$809.1M)
ELI LILLY & Co
Shares:2.9K
Value:$2.4M
% of Portfolio:0.3% ($2.4M/$809.1M)
MCDONALDS CORP
Shares:7.7K
Value:$2.4M
% of Portfolio:0.3% ($2.4M/$809.1M)
CINTAS CORP
Shares:11.1K
Value:$2.3M
% of Portfolio:0.3% ($2.3M/$809.1M)
808524607
Shares:96.0K
Value:$2.3M
% of Portfolio:0.3% ($2.3M/$809.1M)
COCA COLA CO
Shares:31.3K
Value:$2.2M
% of Portfolio:0.3% ($2.2M/$809.1M)
Medtronic plc
Shares:24.6K
Value:$2.2M
% of Portfolio:0.3% ($2.2M/$809.1M)
EXXON MOBIL CORP
Shares:18.5K
Value:$2.2M
% of Portfolio:0.3% ($2.2M/$809.1M)
Broadstone Net Lease, Inc.
Shares:125.8K
Value:$2.1M
% of Portfolio:0.3% ($2.1M/$809.1M)
GILEAD SCIENCES, INC.
Shares:18.3K
Value:$2.1M
% of Portfolio:0.3% ($2.1M/$809.1M)
US BANCORP \DE\
Shares:47.7K
Value:$2.0M
% of Portfolio:0.2% ($2.0M/$809.1M)
CHEVRON CORP
Shares:12.0K
Value:$2.0M
% of Portfolio:0.2% ($2.0M/$809.1M)
464287721
Shares:14.2K
Value:$2.0M
% of Portfolio:0.2% ($2.0M/$809.1M)
464287655
Shares:10.0K
Value:$2.0M
% of Portfolio:0.2% ($2.0M/$809.1M)
COSTCO WHOLESALE CORP /NEW
Shares:2.1K
Value:$2.0M
% of Portfolio:0.2% ($2.0M/$809.1M)
VERIZON COMMUNICATIONS INC
Shares:41.9K
Value:$1.9M
% of Portfolio:0.2% ($1.9M/$809.1M)
Walmart Inc.
Shares:21.6K
Value:$1.9M
% of Portfolio:0.2% ($1.9M/$809.1M)