HoldingsChannel.com
LVW Advisors LLC Top Holdings
As of  03/31/2020

   EntityAmountChange
 12/31/2019 to 03/31/2020
Position Size
($ in 1000's)
VANGUARD INDEX FDS (VUG) 176,805 +16,671 $27,704
     VUG176,805+16,671$27,704
VANGUARD SCOTTSDALE FDS (VONG) 177,227 +96,665 $27,414
     VONG177,227+96,665$27,414
SCHWAB STRATEGIC TR 407,860 +103,499 $23,456
     SCHP407,860+103,499$23,456
SCHWAB STRATEGIC TR 940,910 +130,056 $19,467
     SCHE940,910+130,056$19,467
VANGUARD TAX MANAGED INTL FD (VEA) 479,238 -159,220 $15,978
     VEA479,238-159,220$15,978
VANGUARD CHARLOTTE FDS (BNDX) 279,958 +5,446 $15,750
     BNDX279,958+5,446$15,750
VANGUARD SCOTTSDALE FDS (VTWO) 125,083 +110,744 $11,534
     VTWO125,083+110,744$11,534
APPLE INC 44,552 -1,307 $11,329
     AAPL44,552-1,307$11,329
SCHWAB STRATEGIC TR 193,719 +179,573 $9,980
     SCHA193,719+179,573$9,980
ISHARES TR (IVV) 34,824 +4,926 $8,999
     IVV34,824+4,926$8,999
SCHWAB STRATEGIC TR 98,849 +11,416 $7,873
     SCHG98,849+11,416$7,873
ISHARES INC (ACWV) 82,389 +16,193 $6,619
     ACWV82,389+16,193$6,619
SCHWAB STRATEGIC TR 248,442 +66,679 $6,420
     SCHF248,442+66,679$6,420
SCHWAB STRATEGIC TR 140,518 +45,315 $6,320
     SCHD140,518+45,315$6,320
SCHWAB STRATEGIC TR 95,973 -5,726 $5,641
     SCHR95,973-5,726$5,641
MICROSOFT CORP 34,738 -340 $5,479
     MSFT34,738-340$5,479
INVESCO EXCHANGE TRADED FD T (VRP) 208,453 +42,607 $4,473
     VRP208,453+42,607$4,473
JOHNSON & JOHNSON 31,592 +4,046 $4,143
     JNJ31,592+4,046$4,143
INTEL CORP 75,377 +2,427 $4,079
     INTC75,377+2,427$4,079
ABBVIE INC 51,605 +1,250 $3,932
     ABBV51,605+1,250$3,932
EXXON MOBIL CORP 103,274 +33,641 $3,921
     XOM103,274+33,641$3,921
VERIZON COMMUNICATIONS INC 71,950 +16,028 $3,866
     VZ71,950+16,028$3,866
SCHWAB STRATEGIC TR 113,864 -1,760 $3,728
     SCHH113,864-1,760$3,728
JPMORGAN CHASE & CO 40,890 +8,788 $3,681
     JPM40,890+8,788$3,681
WALMART INC 32,077 +1,174 $3,645
     WMT32,077+1,174$3,645
BERKSHIRE HATHAWAY INC DEL      $3,564
     BRK.B19,491+1,208$3,564
ISHARES TR (QUAL) 43,500 +7,515 $3,525
     QUAL43,500+7,515$3,525
CISCO SYS INC 89,608 +17,837 $3,522
     CSCO89,608+17,837$3,522
PFIZER INC 103,721 +20,914 $3,385
     PFE103,721+20,914$3,385
ISHARES TR (SUB) 31,279 +1,590 $3,325
     SUB31,279+1,590$3,325
SCHWAB STRATEGIC TR 62,460 -4,689 $3,231
     SCHO62,460-4,689$3,231
PACER FDS TR 119,541 +14,602 $3,229
     PTLC119,541+14,602$3,229
PEPSICO INC 26,864 +2,426 $3,226
     PEP26,864+2,426$3,226
ISHARES TR (IWM) 28,175 +28,175 $3,225
     IWM28,175+28,175$3,225
WELLS FARGO CO NEW 110,389 +33,987 $3,168
     WFC110,389+33,987$3,168
WEC ENERGY GROUP INC 35,708 +1,832 $3,147
     WEC35,708+1,832$3,147
AMAZON COM INC 1,601 +260 $3,122
     AMZN1,601+260$3,122
MCDONALDS CORP 18,380 +2,076 $3,039
     MCD18,380+2,076$3,039
SMUCKER J M CO 26,609 +3,876 $2,954
     SJM26,609+3,876$2,954
STARBUCKS CORP 44,264 +8,532 $2,910
     SBUX44,264+8,532$2,910
ALPHABET INC 2,440 +38 $2,837
     GOOG2,440+38$2,837
DISNEY WALT CO 29,122 +8,156 $2,813
     DIS29,122+8,156$2,813
CHUBB LIMITED 23,682 +4,604 $2,645
     CB23,682+4,604$2,645
AMGEN INC 12,655 +1,523 $2,566
     AMGN12,655+1,523$2,566
VANGUARD INDEX FDS (VOO) 10,653 +5,227 $2,523
     VOO10,653+5,227$2,523
ALTRIA GROUP INC 64,480 +7,924 $2,493
     MO64,480+7,924$2,493
PIMCO ETF TR (MINT) 24,972 -38,326 $2,472
     MINT24,972-38,326$2,472
RAYTHEON CO 18,327 +3,519 $2,404
     RTN18,327+3,519$2,404
WALGREENS BOOTS ALLIANCE INC 50,915 +3,020 $2,329
     WBA50,915+3,020$2,329
3M CO 16,078 +3,136 $2,195
     MMM16,078+3,136$2,195

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 03/31/2020: $375,704
At 12/31/2019: $441,744

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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