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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SPDR S&P 500 ETF TRUST
Shares:3.4K
Value:$1.9M
% of Portfolio:0.2% ($1.9M/$809.1M)
808524839
Shares:79.1K
Value:$1.8M
% of Portfolio:0.2% ($1.8M/$809.1M)
WEC ENERGY GROUP, INC.
Shares:16.7K
Value:$1.8M
% of Portfolio:0.2% ($1.8M/$809.1M)
SOUTHERN CO
Shares:19.7K
Value:$1.8M
% of Portfolio:0.2% ($1.8M/$809.1M)
922908769
Shares:6.4K
Value:$1.8M
% of Portfolio:0.2% ($1.8M/$809.1M)
AMERICAN ELECTRIC POWER CO INC
Shares:16.1K
Value:$1.8M
% of Portfolio:0.2% ($1.8M/$809.1M)
S&P Global Inc.
Shares:3.4K
Value:$1.7M
% of Portfolio:0.2% ($1.7M/$809.1M)
Tesla, Inc.
Shares:6.7K
Value:$1.7M
% of Portfolio:0.2% ($1.7M/$809.1M)
AMGEN INC
Shares:5.6K
Value:$1.7M
% of Portfolio:0.2% ($1.7M/$809.1M)
LENNOX INTERNATIONAL INC
Shares:3.0K
Value:$1.7M
% of Portfolio:0.2% ($1.7M/$809.1M)
NETFLIX INC
Shares:1.8K
Value:$1.7M
% of Portfolio:0.2% ($1.7M/$809.1M)
BERKSHIRE HATHAWAY INC
Shares:2
Value:$1.6M
% of Portfolio:0.2% ($1.6M/$809.1M)
Philip Morris International Inc.
Shares:10.0K
Value:$1.6M
% of Portfolio:0.2% ($1.6M/$809.1M)
921946406
Shares:12.2K
Value:$1.6M
% of Portfolio:0.2% ($1.6M/$809.1M)
ABBOTT LABORATORIES
Shares:11.3K
Value:$1.5M
% of Portfolio:0.2% ($1.5M/$809.1M)
RTX Corp
Shares:11.1K
Value:$1.5M
% of Portfolio:0.2% ($1.5M/$809.1M)
COMCAST CORP
Shares:36.3K
Value:$1.3M
% of Portfolio:0.2% ($1.3M/$809.1M)
Shares:5.0K
Value:$1.3M
% of Portfolio:0.2% ($1.3M/$809.1M)
464288877
Shares:22.2K
Value:$1.3M
% of Portfolio:0.2% ($1.3M/$809.1M)
Merck & Co., Inc.
Shares:14.6K
Value:$1.3M
% of Portfolio:0.2% ($1.3M/$809.1M)