Fund HoldingsLVW Advisors, LLC

Total Portfolio Value
$590.89M
Total Bought
$72.82M
Total Sold
$29.96M
Net Transaction
+$42.86M
Filing Period:
Securities
SharesValue ($K)
Q4 2023
Q1 2024
Change
Q4 2023
Q1 2024
Weight (%)
Change
SCHWAB STRATEGIC TR1,047,6711,146,175+98,50479,75992,41615.64%+12,657
CAPITAL GROUP GBL GROWTH EQT
SHS CREAT UNIT
175,048387,421+212,3734,50411,1581.89%+6,654
CAPITAL GROUP INTERNATIONAL
SHS
24,637170,079+145,4426814,9340.84%+4,253
NVIDIA CORPORATION(NVDA)5,1595,983+8242,5555,4060.91%+2,851
ISHARES TR
0-5 YR TIPS ETF
289,492313,162+23,67028,54131,1385.27%+2,597
SCHWAB STRATEGIC TR328,621373,708+45,08715,92218,0163.05%+2,095
AMAZON COM INC(AMZN)35,05537,990+2,9355,3266,8531.16%+1,526
MICROSOFT CORP(MSFT)29,08329,192+10910,93712,2822.08%+1,345
META PLATFORMS INC(META)6,3307,164+8342,2413,4790.59%+1,238
ISHARES TR49,12158,569+9,4485,1796,1341.04%+955
BERKSHIRE HATHAWAY INC DEL014,746+14,74606,2011.05%+6,201
COOPER COS INC(COO)08,647+8,64708770.15%+877
SCHWAB STRATEGIC TR115,272127,002+11,7305,4456,2541.06%+808
JPMORGAN CHASE & CO(JPM)31,80030,395-1,4055,4096,0881.03%+679
BROADCOM INC(AVGO)5,0964,786-3105,6896,3431.07%+655
DUKE ENERGY CORP NEW(DUK)9,03615,506+6,4708771,5000.25%+623
MASCO CORP(MAS)7,08113,721+6,6404741,0820.18%+608
ALTRIA GROUP INC(MO)055,816+55,81602,4350.41%+2,435
HCA HEALTHCARE INC(HCA)1,8083,189+1,3814891,0640.18%+574
ALPHABET INC(GOOG)35,38436,473+1,0894,9875,5530.94%+567
VANGUARD SCOTTSDALE FDS
VNG RUS2000IDX
139,030139,200+17011,27511,8402.00%+565
WALMART INC(WMT)5,85824,596+18,7389231,4800.25%+556
DOMINOS PIZZA INC(DPZ)9551,912+9573949500.16%+556
TARGET CORP(TGT)05,213+5,21309240.16%+924
GILEAD SCIENCES INC(GILD)16,35725,580+9,2231,3251,8740.32%+549
VERIZON COMMUNICATIONS INC(VZ)36,12345,418+9,2951,3621,9060.32%+544
US BANCORP DEL(USB)28,68839,300+10,6121,2421,7570.30%+515
EOG RES INC(EOG)6,2839,942+3,6597601,2710.22%+511
FERRARI N V
COM
03,015+3,01501,3140.22%+1,314
ISHARES TR
CORE UNIVRSL USD
147,966160,269+12,3036,8177,3071.24%+490
PARKER-HANNIFIN CORP(PH)0871+87104840.08%+484
ELI LILLY & CO(LLY)3,8603,504-3562,2502,7260.46%+476
ALPHABET INC(GOOG)27,86128,917+1,0563,8924,3640.74%+473
CATERPILLAR INC(CAT)02,687+2,68709850.17%+985
CINTAS CORP(CTAS)2,1732,554+3811,3101,7550.30%+445
MASTERCARD INCORPORATED(MA)05,824+5,82402,8050.47%+2,805
COCA COLA CO(KO)18,23724,635+6,3981,0751,5070.26%+432
EATON CORP PLC(ETN)01,369+1,36904280.07%+428
BANK AMERICA CORP35,26942,303+7,0341,1881,6040.27%+417
SCHWAB STRATEGIC TR171,358173,705+2,3475,7806,1861.05%+406
ISHARES TR037,515+37,51502,0410.35%+2,041
VISA INC(V)18,90018,997+974,9215,3020.90%+381
ABBVIE INC(ABBV)024,847+24,84704,5250.77%+4,525
FASTENAL CO(FAST)04,898+4,89803780.06%+378
ALPHABET INC(GOOG)(Call)0000377+377
QUALCOMM INC(QCOM)02,187+2,18703700.06%+370
KLA CORP(KLAC)0516+51603600.06%+360
MEDTRONIC PLC(MDT)015,892+15,89201,3850.23%+1,385
NOVO-NORDISK A S(NVO)016,418+16,41802,1080.36%+2,108
AMERICAN ELEC PWR CO INC8,12311,658+3,5356601,0040.17%+344
COSTCO WHSL CORP NEW(COST)01,541+1,54101,1290.19%+1,129
EDISON INTL(EIX)04,856+4,85603430.06%+343
RELX PLC(RELX)014,941+14,94106470.11%+647
INTERNATIONAL BUSINESS MACHS(IBM)01,728+1,72803300.06%+330
LYONDELLBASELL INDUSTRIES N
SHS - A -
07,667+7,66707840.13%+784
RPM INTL INC(RPM)02,753+2,75303270.06%+327
NATIONAL GRID PLC(NGG)04,727+4,72703220.05%+322
TYSON FOODS INC(TSN)05,400+5,40003170.05%+317
CVS HEALTH CORP(CVS)03,965+3,96503160.05%+316
CHUBB LIMITED
COM
011,298+11,29802,9280.50%+2,928
CONSOLIDATED EDISON INC(ED)07,158+7,15806500.11%+650
CMS ENERGY CORP(CMS)05,180+5,18003130.05%+313
WP CAREY INC(WPC)09,747+9,74705500.09%+550
CENCORA INC1,5902,564+9743276230.11%+296
ANEBULO PHARMACEUTICALS INC0642,039+642,03901,8430.31%+1,843
FIFTH THIRD BANCORP(FITB)07,364+7,36402740.05%+274
S&P GLOBAL INC(SPGI)7621,428+6663366080.10%+272
KIMBERLY-CLARK CORP(KMB)5,2376,994+1,7576369050.15%+268
OWENS CORNING NEW(OC)01,608+1,60802680.05%+268
NICE LTD(NICE)01,018+1,01802650.04%+265
UNITED PARCEL SERVICE INC(UPS)8,15610,412+2,2561,2821,5480.26%+265
ALPS ETF TR
ALERIAN MLP
05,555+5,55502640.04%+264
PULTE GROUP INC(PHM)02,157+2,15702600.04%+260
VERTEX PHARMACEUTICALS INC(VRTX)0613+61302560.04%+256
APPLIED MATLS INC03,674+3,67407580.13%+758
CANADIAN NATL RY CO(CNI)2,9364,696+1,7603696190.10%+250
PNC FINL SVCS GROUP INC(PNC)4,5445,890+1,3467049520.16%+248
CLOROX CO DEL(CLX)01,610+1,61002470.04%+247
ORACLE CORP(ORCL)01,955+1,95502460.04%+246
METLIFE INC(MET)4,3927,224+2,8322905350.09%+245
TANDEM DIABETES CARE INC(TNDM)06,835+6,83502420.04%+242
CENOVUS ENERGY INC(CVE)012,019+12,01902400.04%+240
AUTOMATIC DATA PROCESSING IN03,854+3,85409620.16%+962
BOOKING HOLDINGS INC(BKNG)065+6502360.04%+236
DANAHER CORPORATION(DHR)0941+94102350.04%+235
UBER TECHNOLOGIES INC(UBER)03,049+3,04902350.04%+235
TAIWAN SEMICONDUCTOR MFG LTD(TSM)08,878+8,87801,2080.20%+1,208
PPG INDS INC(PPG)01,606+1,60602330.04%+233
HOME DEPOT INC(HD)08,780+8,78003,3680.57%+3,368
FIRST WATCH RESTAURANT GROUP09,212+9,21202270.04%+227
NETFLIX INC(NFLX)1,2721,393+1216198460.14%+227
BANK NEW YORK MELLON CORP11,01113,862+2,8515737990.14%+226
NVENT ELECTRIC PLC(NVT)02,925+2,92502210.04%+221
PRICE T ROWE GROUP INC(TROW)2,8704,338+1,4683095290.09%+220
MERCK & CO INC(MRK)06,464+6,46408530.14%+853
EXXON MOBIL CORP017,280+17,28002,0090.34%+2,009
SYNOPSYS INC(SNPS)0382+38202180.04%+218
BLACKSTONE SECD LENDING FD(BXSL)07,000+7,00002180.04%+218
BEST BUY INC(BBY)3,0855,586+2,5012414580.08%+217
EMERSON ELEC CO(EMR)2,7264,238+1,5122654810.08%+215
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