HoldingsChannel.com
LVW Advisors LLC Top Holdings
As of  09/30/2019

   EntityAmountChange
 06/30/2019 to 09/30/2019
Position Size
($ in 1000's)
VANGUARD TAX MANAGED INTL FD (VEA) 711,720 -148,164 $29,237
     VEA711,720-148,164$29,237
VANGUARD INDEX FDS (VUG) 166,678 -9,432 $27,715
     VUG166,678-9,432$27,715
ISHARES TR (AGG) 233,549 +159,483 $26,431
     AGG233,549+159,483$26,431
SCHWAB STRATEGIC TR 739,472 +13,204 $18,583
     SCHE739,472+13,204$18,583
SCHWAB STRATEGIC TR 280,538 +43,797 $15,923
     SCHP280,538+43,797$15,923
VANGUARD CHARLOTTE FDS (BNDX) 259,263 +39,998 $15,252
     BNDX259,263+39,998$15,252
FIRST TR EXCHANGE TRADED FD (EMLP) 584,453 +193,868 $14,956
     EMLP584,453+193,868$14,956
VANGUARD SCOTTSDALE FDS (VONG) 62,035 +18,924 $10,184
     VONG62,035+18,924$10,184
APPLE INC 44,135 -2,044 $9,885
     AAPL44,135-2,044$9,885
ISHARES TR (IVV) 29,816 -44 $8,901
     IVV29,816-44$8,901
SCHWAB STRATEGIC TR 100,021 -3,196 $8,403
     SCHG100,021-3,196$8,403
SPDR SERIES TRUST (SJNK) 271,983 +10,710 $7,346
     SJNK271,983+10,710$7,346
PIMCO ETF TR (MINT) 64,428 -66,804 $6,554
     MINT64,428-66,804$6,554
SCHWAB STRATEGIC TR 110,469 +39,762 $6,138
     SCHR110,469+39,762$6,138
ISHARES INC (ACWV) 64,578 +15,570 $6,119
     ACWV64,578+15,570$6,119
SCHWAB STRATEGIC TR 124,280 +7,569 $5,862
     SCHH124,280+7,569$5,862
SCHWAB STRATEGIC TR 170,205 +24,504 $5,423
     SCHF170,205+24,504$5,423
EXXON MOBIL CORP 71,362 +1,394 $5,039
     XOM71,362+1,394$5,039
MICROSOFT CORP 34,509 -3,163 $4,798
     MSFT34,509-3,163$4,798
INVESCO EXCHNG TRADED FD TR (VRP) 170,952 -62,597 $4,346
     VRP170,952-62,597$4,346
JPMORGAN CHASE & CO 35,678 -289 $4,199
     JPM35,678-289$4,199
SCHWAB STRATEGIC TR 73,644 -12,641 $4,034
     SCHD73,644-12,641$4,034
WELLS FARGO CO NEW 76,173 +19,221 $3,842
     WFC76,173+19,221$3,842
ABBVIE INC 50,723 +11,712 $3,841
     ABBV50,723+11,712$3,841
BERKSHIRE HATHAWAY INC DEL      $3,693
     BRK.B17,751-28$3,693
SCHWAB STRATEGIC TR 69,401 +69,401 $3,511
     SCHO69,401+69,401$3,511
JOHNSON & JOHNSON 26,939 -961 $3,485
     JNJ26,939-961$3,485
VERIZON COMMUNICATIONS INC 57,123 -432 $3,448
     VZ57,123-432$3,448
INTEL CORP 64,948 -590 $3,347
     INTC64,948-590$3,347
CISCO SYS INC 66,917 -2,649 $3,306
     CSCO66,917-2,649$3,306
MCDONALDS CORP 15,283 -1,732 $3,281
     MCD15,283-1,732$3,281
WALMART INC 27,537 -3,685 $3,268
     WMT27,537-3,685$3,268
PEPSICO INC 23,832 -2,572 $3,267
     PEP23,832-2,572$3,267
DBX ETF TR (DBEF) 100,780 +13,488 $3,259
     DBEF100,780+13,488$3,259
WEC ENERGY GROUP INC 33,860 -4,250 $3,220
     WEC33,860-4,250$3,220
ISHARES TR (TLT) 22,370 +22,370 $3,201
     TLT22,370+22,370$3,201
STARBUCKS CORP 35,331 -7,107 $3,124
     SBUX35,331-7,107$3,124
SCHWAB STRATEGIC TR 111,607 +37,881 $3,077
     FNDF111,607+37,881$3,077
ISHARES TR (SUB) 28,820 +28,820 $3,070
     SUB28,820+28,820$3,070
CHUBB LIMITED 18,612 -832 $3,005
     CB18,612-832$3,005
PACER FDS TR 96,244 +96,244 $2,990
     PTLC96,244+96,244$2,990
RAYTHEON CO 15,092 +168 $2,961
     RTN15,092+168$2,961
ALPHABET INC 2,401 +1 $2,927
     GOOG2,401+1$2,927
PFIZER INC 79,208 +2,449 $2,846
     PFE79,208+2,449$2,846
AMERISOURCEBERGEN CORP 31,481 -2,114 $2,592
     ABC31,481-2,114$2,592
SMUCKER J M CO 23,175 -560 $2,550
     SJM23,175-560$2,550
WALGREENS BOOTS ALLIANCE INC 43,376 +4,440 $2,399
     WBA43,376+4,440$2,399
SCHWAB STRATEGIC TR 62,168 +33,194 $2,347
     FNDA62,168+33,194$2,347
ALTRIA GROUP INC 57,266 +5,444 $2,342
     MO57,266+5,444$2,342
AMAZON COM INC 1,335 +48 $2,317
     AMZN1,335+48$2,317

See Full List: All Stocks Held By LVW Advisors LLC
— Including:
     • Biggest new positions
     • Biggest exits
     • Biggest increased positions
     • Biggest decreased positions

See Details: Top 10 Stocks Held By LVW Advisors LLC

Size ($ in 1000's)
At 09/30/2019: $403,581
At 06/30/2019: $361,722

LVW Advisors LLC holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from LVW Advisors LLC 13F filings. Link to 13F filings: SEC filings

LVW Advisors LLC Top Holdings 13F Filings | www.HoldingsChannel.com

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