HoldingsChannel.com
LVW Advisors LLC Top Holdings
As of  12/31/2019

   EntityAmountChange
 09/30/2019 to 12/31/2019
Position Size
($ in 1000's)
ISHARES TR (AGG) 277,027 +43,478 $31,130
     AGG277,027+43,478$31,130
VANGUARD INDEX FDS (VUG) 160,134 -6,544 $29,172
     VUG160,134-6,544$29,172
VANGUARD TAX MANAGED INTL FD (VEA) 638,458 -73,262 $28,130
     VEA638,458-73,262$28,130
SCHWAB STRATEGIC TR 810,854 +71,382 $22,193
     SCHE810,854+71,382$22,193
SCHWAB STRATEGIC TR 304,361 +23,823 $17,236
     SCHP304,361+23,823$17,236
VANGUARD CHARLOTTE FDS (BNDX) 274,512 +15,249 $15,532
     BNDX274,512+15,249$15,532
FIRST TR EXCHANGE TRADED FD (EMLP) 579,140 -5,313 $14,762
     EMLP579,140-5,313$14,762
VANGUARD SCOTTSDALE FDS (VONG) 80,562 +18,527 $14,576
     VONG80,562+18,527$14,576
APPLE INC 45,859 +1,724 $13,467
     AAPL45,859+1,724$13,467
ISHARES TR (IVV) 29,898 +82 $9,664
     IVV29,898+82$9,664
SCHWAB STRATEGIC TR 87,433 -12,588 $8,123
     SCHG87,433-12,588$8,123
SPDR SERIES TRUST (SJNK) 257,495 -14,488 $6,937
     SJNK257,495-14,488$6,937
PIMCO ETF TR (MINT) 63,298 -1,130 $6,430
     MINT63,298-1,130$6,430
ISHARES INC (ACWV) 66,196 +1,618 $6,344
     ACWV66,196+1,618$6,344
SCHWAB STRATEGIC TR 181,763 +11,558 $6,113
     SCHF181,763+11,558$6,113
SCHWAB STRATEGIC TR 101,699 -8,770 $5,586
     SCHR101,699-8,770$5,586
MICROSOFT CORP 35,078 +569 $5,532
     MSFT35,078+569$5,532
SCHWAB STRATEGIC TR 95,203 +21,559 $5,514
     SCHD95,203+21,559$5,514
SCHWAB STRATEGIC TR 115,624 -8,656 $5,314
     SCHH115,624-8,656$5,314
EXXON MOBIL CORP 69,633 -1,729 $4,859
     XOM69,633-1,729$4,859
JPMORGAN CHASE & CO 32,102 -3,576 $4,475
     JPM32,102-3,576$4,475
ABBVIE INC 50,355 -368 $4,458
     ABBV50,355-368$4,458
INTEL CORP 72,950 +8,002 $4,366
     INTC72,950+8,002$4,366
INVESCO EXCHNG TRADED FD TR (VRP) 165,846 -5,106 $4,284
     VRP165,846-5,106$4,284
BERKSHIRE HATHAWAY INC DEL      $4,141
     BRK.B18,283+532$4,141
WELLS FARGO CO NEW 76,402 +229 $4,110
     WFC76,402+229$4,110
JOHNSON & JOHNSON 27,546 +607 $4,018
     JNJ27,546+607$4,018
WALMART INC 30,903 +3,366 $3,672
     WMT30,903+3,366$3,672
ISHARES TR (QUAL) 35,985 +20,137 $3,634
     QUAL35,985+20,137$3,634
SCHWAB STRATEGIC TR 87,637 +25,469 $3,527
     FNDA87,637+25,469$3,527
PACER FDS TR 104,939 +8,695 $3,511
     PTLC104,939+8,695$3,511
CISCO SYS INC 71,771 +4,854 $3,442
     CSCO71,771+4,854$3,442
VERIZON COMMUNICATIONS INC 55,922 -1,201 $3,434
     VZ55,922-1,201$3,434
SCHWAB STRATEGIC TR 67,149 -2,252 $3,390
     SCHO67,149-2,252$3,390
PEPSICO INC 24,438 +606 $3,340
     PEP24,438+606$3,340
RAYTHEON CO 14,808 -284 $3,254
     RTN14,808-284$3,254
PFIZER INC 82,807 +3,599 $3,244
     PFE82,807+3,599$3,244
SCHWAB STRATEGIC TR 111,964 +357 $3,238
     FNDF111,964+357$3,238
MCDONALDS CORP 16,304 +1,021 $3,222
     MCD16,304+1,021$3,222
ALPHABET INC 2,402 +1 $3,212
     GOOG2,402+1$3,212
ISHARES TR (SUB) 29,689 +869 $3,170
     SUB29,689+869$3,170
STARBUCKS CORP 35,732 +401 $3,142
     SBUX35,732+401$3,142
WEC ENERGY GROUP INC 33,876 +16 $3,124
     WEC33,876+16$3,124
DISNEY WALT CO 20,966 +6,758 $3,032
     DIS20,966+6,758$3,032
CHUBB LIMITED 19,078 +466 $2,970
     CB19,078+466$2,970
DBX ETF TR (DBEF) 87,412 -13,368 $2,953
     DBEF87,412-13,368$2,953
WALGREENS BOOTS ALLIANCE INC 47,895 +4,519 $2,824
     WBA47,895+4,519$2,824
ALTRIA GROUP INC 56,556 -710 $2,823
     MO56,556-710$2,823
AMGEN INC 11,132 -42 $2,684
     AMGN11,132-42$2,684
VANGUARD INTL EQUITY INDEX F (VPL) 36,004 +7,397 $2,505
     VPL36,004+7,397$2,505

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 12/31/2019: $441,744
At 09/30/2019: $403,581

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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