HoldingsChannel.com
LVW Advisors LLC Top Holdings
As of  06/30/2019

   EntityAmountChange
 03/31/2019 to 06/30/2019
Position Size
($ in 1000's)
VANGUARD TAX MANAGED INTL FD (VEA) 859,884 -44,093 $35,866
     VEA859,884-44,093$35,866
VANGUARD INDEX FDS (VUG) 176,110 -50,429 $28,775
     VUG176,110-50,429$28,775
SCHWAB STRATEGIC TR 726,268 +21,353 $19,057
     SCHE726,268+21,353$19,057
PIMCO ETF TR (MINT) 131,232 +19,664 $13,353
     MINT131,232+19,664$13,353
SCHWAB STRATEGIC TR 236,741 +92,710 $13,331
     SCHP236,741+92,710$13,331
VANGUARD CHARLOTTE FDS (BNDX) 219,265 +70,394 $12,564
     BNDX219,265+70,394$12,564
FIRST TR EXCHANGE TRADED FD (EMLP) 390,585 +51,392 $9,823
     EMLP390,585+51,392$9,823
APPLE INC 46,179 -5,243 $9,140
     AAPL46,179-5,243$9,140
ISHARES TR (IVV) 29,860 -6,809 $8,801
     IVV29,860-6,809$8,801
SCHWAB STRATEGIC TR 103,217 +7,922 $8,589
     SCHG103,217+7,922$8,589
ISHARES TR (AGG) 74,066 -71,520 $8,247
     AGG74,066-71,520$8,247
SPDR SERIES TRUST (SJNK) 261,273 +103,406 $7,114
     SJNK261,273+103,406$7,114
VANGUARD SCOTTSDALE FDS (VONG) 43,111 +18,724 $6,995
     VONG43,111+18,724$6,995
INVESCO EXCHNG TRADED FD TR (VRP) 233,549 -3,048 $5,822
     VRP233,549-3,048$5,822
EXXON MOBIL CORP 69,968 +1,454 $5,362
     XOM69,968+1,454$5,362
SCHWAB STRATEGIC TR 116,711 -2,608 $5,187
     SCHH116,711-2,608$5,187
MICROSOFT CORP 37,672 -4,599 $5,046
     MSFT37,672-4,599$5,046
SCHWAB STRATEGIC TR 145,701 +5,860 $4,676
     SCHF145,701+5,860$4,676
SCHWAB STRATEGIC TR 86,285 +26,598 $4,579
     SCHD86,285+26,598$4,579
ISHARES INC (ACWV) 49,008 +9,522 $4,515
     ACWV49,008+9,522$4,515
JPMORGAN CHASE & CO 35,967 +1,626 $4,021
     JPM35,967+1,626$4,021
JOHNSON & JOHNSON 27,900 -3,424 $3,886
     JNJ27,900-3,424$3,886
SCHWAB STRATEGIC TR 70,707 +20,605 $3,886
     SCHR70,707+20,605$3,886
CISCO SYS INC 69,566 -12,491 $3,807
     CSCO69,566-12,491$3,807
BERKSHIRE HATHAWAY INC DEL      $3,790
     BRK.B17,779-2,256$3,790
STARBUCKS CORP 42,438 -3,244 $3,558
     SBUX42,438-3,244$3,558
MCDONALDS CORP 17,015 -114 $3,533
     MCD17,015-114$3,533
PEPSICO INC 26,404 -8 $3,462
     PEP26,404-8$3,462
WALMART INC 31,222 -83 $3,450
     WMT31,222-83$3,450
PFIZER INC 76,759 -6,760 $3,325
     PFE76,759-6,760$3,325
VERIZON COMMUNICATIONS INC 57,555 -6,283 $3,288
     VZ57,555-6,283$3,288
WEC ENERGY GROUP INC 38,110 -1,100 $3,177
     WEC38,110-1,100$3,177
INTEL CORP 65,538 -8,271 $3,137
     INTC65,538-8,271$3,137
AMERISOURCEBERGEN CORP 33,595 +1,461 $2,864
     ABC33,595+1,461$2,864
CHUBB LIMITED 19,444 +139 $2,864
     CB19,444+139$2,864
ABBVIE INC 39,011 +4,817 $2,837
     ABBV39,011+4,817$2,837
DBX ETF TR (DBEF) 87,292 -8,327 $2,759
     DBEF87,292-8,327$2,759
SMUCKER J M CO 23,735 +195 $2,734
     SJM23,735+195$2,734
WELLS FARGO CO NEW 56,952 -11,650 $2,695
     WFC56,952-11,650$2,695
RAYTHEON CO 14,924 +12 $2,595
     RTN14,924+12$2,595
ALPHABET INC 2,400 +178 $2,594
     GOOG2,400+178$2,594
ALTRIA GROUP INC 51,822 -5,371 $2,454
     MO51,822-5,371$2,454
PHILIP MORRIS INTL INC 31,056 -5,950 $2,439
     PM31,056-5,950$2,439
AMAZON COM INC 1,287 +42 $2,437
     AMZN1,287+42$2,437
SCHWAB STRATEGIC TR 76,372 +14,159 $2,384
     FNDC76,372+14,159$2,384
VANGUARD INTL EQUITY INDEX F (VPL) 33,846 +7,973 $2,237
     VPL33,846+7,973$2,237
WALGREENS BOOTS ALLIANCE INC 38,936 +4,236 $2,129
     WBA38,936+4,236$2,129
INVESCO EXCHANGE TRADED FD T (PRFZ) 16,180 -751 $2,066
     PRFZ16,180-751$2,066
SCHWAB STRATEGIC TR 73,726 +16,586 $2,054
     FNDF73,726+16,586$2,054
VANGUARD INDEX FDS (VOO) 7,144 -175 $1,923
     VOO7,144-175$1,923

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 06/30/2019: $361,722
At 03/31/2019: $375,266

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

Copyright © 2013 - 2019, All Rights Reserved Nothing in Holdings Channel is intended to be investment advice, nor does it represent the opinion of, counsel from, or recommendations by BNK Invest Inc. or any of its affiliates, subsidiaries or partners. None of the information contained herein constitutes a recommendation that any particular security, portfolio, transaction, or investment strategy is suitable for any specific person. All viewers agree that under no circumstances will BNK Invest, Inc,. its subsidiaries, partners, officers, employees, affiliates, or agents be held liable for any loss or damage caused by your reliance on information obtained. By visiting, using or viewing this site, you agree to the following Full Disclaimer & Terms of Use and Privacy Policy. Video widget and videos powered by Market News Video. Quote data delayed at least 20 minutes; data powered by Ticker Technologies, and Mergent. Contact Holdings Channel; Meet Our Editorial Staff.