Fund HoldingsLVW Advisors, LLC

Total Portfolio Value
$484.56M
Total Bought
$33.85M
Total Sold
$53.30M
Net Transaction
-$19.45M
Filing Period:
Securities
SharesValue ($K)
Q2 2023
Q3 2023
Change
Q2 2023
Q3 2023
Weight (%)
Change
SCHWAB STRATEGIC TR758,607902,109+143,50255,09063,83313.17%+8,743
ISHARES TR38,43747,735+9,2983,9994,9101.01%+911
ALPHABET INC(GOOG)23,07826,678+3,6002,7623,4910.72%+729
CAPITAL GROUP GBL GROWTH EQT
SHS CREAT UNIT
39,04671,948+32,9029481,6490.34%+701
ELI LILLY & CO(LLY)1,9452,953+1,0089121,5860.33%+674
COMCAST CORP NEW(CCZ)014,848+14,84806580.14%+658
MSCI INC(MSCI)01,253+1,25306430.13%+643
CINTAS CORP(CTAS)01,257+1,25706050.12%+605
ALPHABET INC(GOOG)32,33534,237+1,9023,9124,5140.93%+603
NVIDIA CORPORATION(NVDA)3,1914,477+1,2861,3501,9470.40%+598
MORGAN STANLEY(MS)07,301+7,30105960.12%+596
PAYCHEX INC(PAYX)15,74920,335+4,5861,7622,3450.48%+583
AUTOMATIC DATA PROCESSING IN02,198+2,19805290.11%+529
HUMANA INC(HUM)01,086+1,08605280.11%+528
MCKESSON CORP(MCK)01,159+1,15905040.10%+504
BANK AMERICA CORP018,048+18,04804940.10%+494
UNITED PARCEL SERVICE INC(UPS)04,396+4,39606850.14%+685
ANEBULO PHARMACEUTICALS INC672,331672,33101,5802,0540.42%+474
3M CO(MMM)05,023+5,02304700.10%+470
MASTERCARD INCORPORATED(MA)4,3385,493+1,1551,7062,1750.45%+469
META PLATFORMS INC(META)4,2675,543+1,2761,2251,6640.34%+440
GILEAD SCIENCES INC(GILD)011,215+11,21508400.17%+840
SOUTHERN CO(SO)06,330+6,33004100.08%+410
OLD DOMINION FREIGHT LINE IN(ODFL)0978+97804000.08%+400
US BANCORP DEL(USB)011,602+11,60203840.08%+384
DUKE ENERGY CORP NEW(DUK)04,253+4,25303750.08%+375
CARDINAL HEALTH INC(CAH)04,121+4,12103580.07%+358
INVESCO QQQ TR01,090+1,09003910.08%+391
TESLA INC(TSLA)03,034+3,03407590.16%+759
KNIFE RIVER CORP(KNF)05,832+5,83202850.06%+285
EOG RES INC(EOG)02,242+2,24202840.06%+284
PNC FINL SVCS GROUP INC(PNC)02,287+2,28702810.06%+281
SALESFORCE INC(CRM)01,350+1,35002740.06%+274
VANGUARD INDEX FDS2,4493,215+7669971,2630.26%+265
COGNIZANT TECHNOLOGY SOLUTIO(CTSH)03,864+3,86402620.05%+262
LOWES COS INC(LOW)02,757+2,75705730.12%+573
COCA COLA CO(KO)04,450+4,45002490.05%+249
LYONDELLBASELL INDUSTRIES N
SHS - A -
02,611+2,61102470.05%+247
TRAVELERS COMPANIES INC(TRV)01,501+1,50102450.05%+245
CONSOLIDATED EDISON INC(ED)02,815+2,81502410.05%+241
WALMART INC(WMT)04,193+4,19306710.14%+671
BANK NEW YORK MELLON CORP05,160+5,16002200.05%+220
CORNING INC(GLW)07,168+7,16802180.05%+218
TRUPANION INC(TRUP)07,708+7,70802170.04%+217
MOODYS CORP(MCO)0685+68502170.04%+217
ISHARES U S ETF TR
SHOR DURA BD ETF
40,14644,297+4,1511,9962,2100.46%+214
GOLDMAN SACHS GROUP INC(GS)0654+65402120.04%+212
ISHARES TR01,343+1,34302040.04%+204
HARTFORD FINL SVCS GROUP INC(HIG)02,858+2,85802030.04%+203
TOTALENERGIES SE(TTE)16,47417,511+1,0379501,1520.24%+202
MASCO CORP(MAS)03,761+3,76102010.04%+201
UNITEDHEALTH GROUP INC(UNH)01,769+1,76908920.18%+892
VANGUARD SCOTTSDALE FDS
VNG RUS2000IDX
110,715119,296+8,5818,3728,5221.76%+150
SPDR S&P 500 ETF TR(SPY)(Put)0008,4228,550+127
COSTCO WHSL CORP NEW(COST)01,005+1,00505680.12%+568
ADOBE INC(ADBE)0833+83304250.09%+425
SCHWAB STRATEGIC TR311,955315,214+3,25914,99315,0963.12%+103
ROLLINS INC(ROL)015,512+15,51205790.12%+579
JACOBS SOLUTIONS INC(J)03,468+3,46804730.10%+473
CATERPILLAR INC(CAT)01,553+1,55304240.09%+424
PROSHARES TR
S&P 500 DV ARIST
05,091+5,09104510.09%+451
ACCENTURE PLC IRELAND
SHS CLASS A
0903+90302770.06%+277
EXXON MOBIL CORP16,22015,310-9101,7401,8000.37%+61
ASPEN TECHNOLOGY INC03,322+3,32206790.14%+679
VANGUARD INDEX FDS03,006+3,00606380.13%+638
CONOCOPHILLIPS(COP)02,860+2,86003430.07%+343
AON PLC(AON)01,032+1,03203350.07%+335
LOCKHEED MARTIN CORP(LMT)0870+87003560.07%+356
CENOVUS ENERGY INC(CVE)011,055+11,05502300.05%+230
SCHWAB STRATEGIC TR160,462164,520+4,0585,1815,2101.08%+29
LENNOX INTL INC(LII)01,879+1,87907040.15%+704
AMERICAN EXPRESS CO(AXP)03,314+3,31404940.10%+494
HONEYWELL INTL INC(HON)01,373+1,37302540.05%+254
ISHARES TR14,32015,038+7181,5411,5600.32%+19
SCHWAB STRATEGIC TR28,64630,276+1,6301,3221,3390.28%+17
BP PLC(BP)012,856+12,85604980.10%+498
ALPS ETF TR
ALERIAN MLP
05,555+5,55502340.05%+234
CARRIER GLOBAL CORPORATION(CARR)05,714+5,71403150.07%+315
ARES CAPITAL CORP(ARCC)016,705+16,70503250.07%+325
INTUITIVE SURGICAL INC0762+76202230.05%+223
VITA COCO CO INC(COCO)010,936+10,93602850.06%+285
VIATRIS INC(VTRS)012,340+12,34001220.03%+122
SCHWAB STRATEGIC TR52,29855,144+2,8461,8641,8730.39%+8
SAIA INC(SAIA)01,492+1,49205950.12%+595
ISHARES TR012,070+12,07002880.06%+288
ISHARES TR012,075+12,07502790.06%+279
CHIPOTLE MEXICAN GRILL INC(CMG)0116+11602120.04%+212
PROSPECT CAP CORP(PSEC)012,196+12,1960740.02%+74
STARBUCKS CORP(SBUX)03,405+3,40503110.06%+311
ISHARES TR010,280+10,28002310.05%+231
SPDR INDEX SHS FDS
ST STR MSCI GLB
65,77968,132+2,3533,4433,4400.71%-3
ISHARES TR31,30431,211-931,5321,5270.32%-5
BERKLEY W R CORP09,611+9,61106100.13%+610
LPL FINL HLDGS INC(LPLA)3,5013,163-3387617520.16%-10
ISHARES TR0936+93602330.05%+233
OSCAR HEALTH INC(OSCR)015,643+15,6430870.02%+87
DANAHER CORPORATION(DHR)01,040+1,04002580.05%+258
ISHARES TR02,488+2,48802350.05%+235
ABBOTT LABS03,927+3,92703800.08%+380
RELX PLC(RELX)07,859+7,85902650.05%+265
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