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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LPL Financial Holdings Inc.
Shares:3.9K
Value:$1.3M
% of Portfolio:0.2% ($1.3M/$809.1M)
Parker-Hannifin Corp
Shares:2.1K
Value:$1.3M
% of Portfolio:0.2% ($1.3M/$809.1M)
LOWES COMPANIES INC
Shares:5.5K
Value:$1.3M
% of Portfolio:0.2% ($1.3M/$809.1M)
PNC FINANCIAL SERVICES GROUP, INC.
Shares:7.2K
Value:$1.3M
% of Portfolio:0.2% ($1.3M/$809.1M)
PROCTER & GAMBLE Co
Shares:7.4K
Value:$1.3M
% of Portfolio:0.2% ($1.3M/$809.1M)
KIMBERLY CLARK CORP
Shares:8.9K
Value:$1.3M
% of Portfolio:0.2% ($1.3M/$809.1M)
AMERICAN TOWER CORP /MA/
Shares:5.8K
Value:$1.3M
% of Portfolio:0.2% ($1.3M/$809.1M)
Ferrari N.V.
Shares:2.9K
Value:$1.3M
% of Portfolio:0.2% ($1.3M/$809.1M)
ASTRAZENECA PLC
Shares:17.0K
Value:$1.2M
% of Portfolio:0.2% ($1.2M/$809.1M)
BANK OF AMERICA CORP /DE/
Shares:29.1K
Value:$1.2M
% of Portfolio:0.2% ($1.2M/$809.1M)
TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD
Shares:7.0K
Value:$1.2M
% of Portfolio:0.1% ($1.2M/$809.1M)
Bank of New York Mellon Corp
Shares:13.7K
Value:$1.1M
% of Portfolio:0.1% ($1.1M/$809.1M)
78463X475
Shares:18.3K
Value:$1.1M
% of Portfolio:0.1% ($1.1M/$809.1M)
TotalEnergies SE
Shares:17.4K
Value:$1.1M
% of Portfolio:0.1% ($1.1M/$809.1M)
BERKLEY W R CORP
Shares:15.7K
Value:$1.1M
% of Portfolio:0.1% ($1.1M/$809.1M)
ECOLAB INC.
Shares:4.4K
Value:$1.1M
% of Portfolio:0.1% ($1.1M/$809.1M)
MOODYS CORP /DE/
Shares:2.3K
Value:$1.1M
% of Portfolio:0.1% ($1.1M/$809.1M)
NOVO NORDISK A S
Shares:15.3K
Value:$1.1M
% of Portfolio:0.1% ($1.1M/$809.1M)
BROADRIDGE FINANCIAL SOLUTIONS, INC.
Shares:4.4K
Value:$1.1M
% of Portfolio:0.1% ($1.1M/$809.1M)
MORGAN STANLEY
Shares:9.0K
Value:$1.0M
% of Portfolio:0.1% ($1.0M/$809.1M)