LVW Advisors' Q4 2022 13F Holdings Revealed: Ins and Outs of the Portfolio Shifts

LVW Advisors, LLC is a registered investment advisor located in Pittsburgh, Pennsylvania. Q3 2022 and Q4 2022 13F Holdings were recently compared, and the results are in. Let's take a closer look at the changes in holdings of this fund.

The data shows that LVW Advisors, LLC has increased its holdings in SCHWAB STRATEGIC TR by 111.5%, from 231,800 shares to 431,175 shares, and from $15,398,000 to $32,570,000 in value. The fund also increased its stake in VANGUARD SCOTTSDALE FDS by 1%, with 309,944 shares worth $31,313,000 in Q3 2022 and 568,096 shares worth $31,313,000 in Q4 2022.

However, LVW Advisors, LLC decreased its holdings in SCHWAB STRATEGIC TR, with 622,120 shares worth $32,226,000 in Q3 2022 and 579,316 shares worth $30,002,000 in Q4 2022, a change of -6.9%. The fund also decreased its stake in VANGUARD INDEX FDS by 5.1%, with 109,756 shares worth $23,482,000 in Q3 2022 and 104,570 shares worth $22,284,000 in Q4 2022.

There were also several significant changes in individual stock holdings for LVW Advisors, LLC in Q4 2022.

The fund decreased its holdings in APPLE INC by 7.3%, with 143,766 shares worth $19,868,000 in Q3 2022 and 141,788 shares worth $18,422,000 in Q4 2022. It also decreased its stake in the SCHWAB STRATEGIC TR by 75.2%, with 716,659 shares worth $16,053,000 in Q3 2022 and only 168,382 shares worth $3,985,000 in Q4 2022.

On the other hand, LVW Advisors, LLC increased its holdings in JOHNSON & JOHNSON by 7.5%, with 32,353 shares worth $5,285,000 in Q3 2022 and 32,167 shares worth $5,682,000 in Q4 2022. The fund increased its stake in BROADCOM INC by 29.1%, with 5,897 shares worth $2,618,000 in Q3 2022 and 6,044 shares worth $3,379,000 in Q4 2022.

LVW Advisors, LLC also increased its holdings in ALTRIA GROUP INC by 8.8%, with 100,066 shares worth $4,041,000 in Q3 2022 and 96,227 shares worth $4,398,000 in Q4 2022. It increased its stake in UNION PAC CORP by 4.7%, with 14,526 shares worth $2,830,000 in Q3 2022 and 14,303 shares worth $2,961,000 in Q4 2022.

Another notable change in holdings was LVW Advisor's addition of OUTLOOK THERAPEUTICS INC to its portfolio, with 1,733,633 shares worth $2,115,000 in Q3 2022 and 1,733,633 shares worth $1,872,000 in Q4 2022.

Overall, the data shows that LVW Advisors, LLC has made significant changes to its holdings in Q4 2022. While some positions were reduced, others were increased, showing that the fund is seeking to optimize its holdings in the current market conditions. Investors should pay attention to these changes as they may have a significant impact on the fund's future performance.