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

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BENTLEY SYSTEMS INC

BSY|08265T208

Shares:21.0K

Value:$827.6K

% of Portfolio:0.1% ($827.6K/$809.1M)

AMERICAN EXPRESS CO

AXP|025816109

Shares:3.0K

Value:$808.8K

% of Portfolio:0.1% ($808.8K/$809.1M)

POOL CORP

POOL|73278L105

Shares:2.5K

Value:$805.7K

% of Portfolio:0.1% ($805.7K/$809.1M)

UNITEDHEALTH GROUP INC

UNH|91324P102

Shares:1.5K

Value:$805.2K

% of Portfolio:0.1% ($805.2K/$809.1M)

NEXTERA ENERGY INC

NEE|65339F101

Shares:11.1K

Value:$787.3K

% of Portfolio:0.1% ($787.3K/$809.1M)

UNIVERSAL DISPLAY CORP \PA\

OLED|91347P105

Shares:5.6K

Value:$777.2K

% of Portfolio:0.1% ($777.2K/$809.1M)

JACK HENRY & ASSOCIATES INC

JKHY|426281101

Shares:4.2K

Value:$772.0K

% of Portfolio:0.1% ($772.0K/$809.1M)

INTUITIVE SURGICAL INC

ISRG|46120E602

Shares:1.5K

Value:$767.2K

% of Portfolio:0.1% ($767.2K/$809.1M)

BJ's Wholesale Club Holdings, Inc.

BJ|05550J101

Shares:6.6K

Value:$758.3K

% of Portfolio:0.1% ($758.3K/$809.1M)

OLD DOMINION FREIGHT LINE, INC.

ODFL|679580100

Shares:4.4K

Value:$735.6K

% of Portfolio:0.1% ($735.6K/$809.1M)

TRAVELERS COMPANIES, INC.

TRV|89417E109

Shares:2.8K

Value:$727.5K

% of Portfolio:0.1% ($727.5K/$809.1M)

CHOICE HOTELS INTERNATIONAL INC /DE

CHH|169905106

Shares:5.5K

Value:$723.8K

% of Portfolio:0.1% ($723.8K/$809.1M)

BRIGHT HORIZONS FAMILY SOLUTIONS INC.

BFAM|109194100

Shares:5.6K

Value:$717.3K

% of Portfolio:0.1% ($717.3K/$809.1M)

PULTEGROUP INC/MI/

PHM|745867101

Shares:7.0K

Value:$714.8K

% of Portfolio:0.1% ($714.8K/$809.1M)

Zurn Elkay Water Solutions Corp

ZWS|98983L108

Shares:21.6K

Value:$712.9K

% of Portfolio:0.1% ($712.9K/$809.1M)

CATERPILLAR INC

CAT|149123101

Shares:2.1K

Value:$707.8K

% of Portfolio:0.1% ($707.8K/$809.1M)

PUBLIC SERVICE ENTERPRISE GROUP INC

PEG|744573106

Shares:8.4K

Value:$694.4K

% of Portfolio:0.1% ($694.4K/$809.1M)

NORDSON CORP

NDSN|655663102

Shares:3.4K

Value:$682.0K

% of Portfolio:0.1% ($682.0K/$809.1M)

Zoetis Inc.

ZTS|98978V103

Shares:4.1K

Value:$673.3K

% of Portfolio:0.1% ($673.3K/$809.1M)

TELEDYNE TECHNOLOGIES INC

TDY|879360105

Shares:1.4K

Value:$671.9K

% of Portfolio:0.1% ($671.9K/$809.1M)

Instrument	Shares		Other Manager	Value	% of Portfolio
BENTLEY SYSTEMS INC(BSYcusip08265T208)	21.0K	QoQ +3.50% (-712) YoY +16.59% (-3.0K)	All Managers (Combined)	$827.6K	0.1% ($827.6K/$809.1M)	QoQ -12.80% (-$121.6K) YoY -12.16% (-$114.6K)
AMERICAN EXPRESS CO(AXPcusip025816109)	3.0K	QoQ -7.90% (-258) YoY -13.71% (-478)	All Managers (Combined)	$808.8K	0.1% ($808.8K/$809.1M)	QoQ -16.51% (-$160.0K) YoY +1.95% (-$15.5K)
POOL CORP(POOLcusip73278L105)	2.5K	QoQ +0.67% (-17) YoY +14.57% (-322)	All Managers (Combined)	$805.7K	0.1% ($805.7K/$809.1M)	QoQ -5.99% (-$51.4K) YoY -9.60% (-$85.6K)
UNITEDHEALTH GROUP INC(UNHcusip91324P102)	1.5K	QoQ -25.35% (-522) YoY -26.63% (-558)	All Managers (Combined)	$805.2K	0.1% ($805.2K/$809.1M)	QoQ -22.68% (-$236.2K) YoY -22.30% (-$231.1K)
NEXTERA ENERGY INC(NEEcusip65339F101)	11.1K	QoQ +53.95% (+3.9K) YoY NEW(+11.1K)	All Managers (Combined)	$787.3K	0.1% ($787.3K/$809.1M)	QoQ +52.23% (+$270.1K) YoY NEW(+$787.3K)
UNIVERSAL DISPLAY CORP \PA\(OLEDcusip91347P105)	5.6K	QoQ +76.88% (+2.4K) YoY NEW(+5.6K)	All Managers (Combined)	$777.2K	0.1% ($777.2K/$809.1M)	QoQ +68.75% (+$316.7K) YoY NEW(+$777.2K)
JACK HENRY & ASSOCIATES INC(JKHYcusip426281101)	4.2K	QoQ -5.24% (-234) YoY +13.77% (+512)	All Managers (Combined)	$772.0K	0.1% ($772.0K/$809.1M)	QoQ -1.29% (-$10.2K) YoY +19.58% (+$126.5K)
INTUITIVE SURGICAL INC(ISRGcusip46120E602)	1.5K	QoQ +6.97% (+101) YoY +28.97% (+348)	All Managers (Combined)	$767.2K	0.1% ($767.2K/$809.1M)	QoQ +1.50% (+$11.4K) YoY +60.05% (+$287.9K)
BJ's Wholesale Club Holdings, Inc.(BJcusip05550J101)	6.6K	QoQ -7.23% (-518) YoY NEW(+6.6K)	All Managers (Combined)	$758.3K	0.1% ($758.3K/$809.1M)	QoQ +18.46% (-$118.2K) YoY NEW(+$758.3K)
OLD DOMINION FREIGHT LINE, INC.(ODFLcusip679580100)	4.4K	QoQ -0.40% (-18) YoY +44.06% (+1.4K)	All Managers (Combined)	$735.6K	0.1% ($735.6K/$809.1M)	QoQ -6.58% (-$51.9K) YoY +8.68% (+$58.8K)
TRAVELERS COMPANIES, INC.(TRVcusip89417E109)	2.8K	QoQ -0.07% (-2) YoY -6.36% (-187)	All Managers (Combined)	$727.5K	0.1% ($727.5K/$809.1M)	QoQ +9.70% (-$64.4K) YoY +7.59% (-$51.4K)
CHOICE HOTELS INTERNATIONAL INC /DE(CHHcusip169905106)	5.5K	QoQ -7.01% (-411) YoY +49.75% (+1.8K)	All Managers (Combined)	$723.8K	0.1% ($723.8K/$809.1M)	QoQ -13.03% (-$108.5K) YoY +57.37% (+$263.9K)
BRIGHT HORIZONS FAMILY SOLUTIONS INC.(BFAMcusip109194100)	5.6K	QoQ -0.17% (-10) YoY +12.02% (+606)	All Managers (Combined)	$717.3K	0.1% ($717.3K/$809.1M)	QoQ +14.40% (-$90.3K) YoY +25.54% (+$145.9K)
PULTEGROUP INC/MI/(PHMcusip745867101)	7.0K	QoQ -27.66% (-2.7K) YoY +222.34% (+4.8K)	All Managers (Combined)	$714.8K	0.1% ($714.8K/$809.1M)	QoQ -31.71% (-$332.0K) YoY +174.72% (+$454.6K)
Zurn Elkay Water Solutions Corp(ZWScusip98983L108)	21.6K	QoQ -5.77% (-1.3K) YoY +15.53% (+2.9K)	All Managers (Combined)	$712.9K	0.1% ($712.9K/$809.1M)	QoQ -16.68% (-$142.8K) YoY +13.84% (+$86.7K)
CATERPILLAR INC(CATcusip149123101)	2.1K	QoQ -5.25% (-119) YoY -20.13% (-541)	All Managers (Combined)	$707.8K	0.1% ($707.8K/$809.1M)	QoQ -13.86% (-$113.9K) YoY -28.11% (-$276.8K)
PUBLIC SERVICE ENTERPRISE GROUP INC(PEGcusip744573106)	8.4K	QoQ -2.08% (-180) YoY +4.82% (+388)	All Managers (Combined)	$694.4K	0.1% ($694.4K/$809.1M)	QoQ -4.62% (-$33.7K) YoY +29.18% (+$156.9K)
NORDSON CORP(NDSNcusip655663102)	3.4K	QoQ +1.59% (-53) YoY +13.60% (-405)	All Managers (Combined)	$682.0K	0.1% ($682.0K/$809.1M)	QoQ -2.05% (-$14.3K) YoY -16.52% (-$135.0K)
Zoetis Inc.(ZTScusip98978V103)	4.1K	QoQ +74.51% (+1.7K) YoY +149.17% (+2.4K)	All Managers (Combined)	$673.3K	0.1% ($673.3K/$809.1M)	QoQ +76.36% (+$291.5K) YoY +142.46% (+$395.6K)
TELEDYNE TECHNOLOGIES INC(TDYcusip879360105)	1.4K	QoQ -1.31% (-18) YoY +21.51% (+239)	All Managers (Combined)	$671.9K	0.1% ($671.9K/$809.1M)	QoQ +5.82% (-$37.0K) YoY +40.86% (+$194.9K)