Avoid Fraud, Get The Facts, And Find The Best
Legal Name: LVW ADVISORS, LLC
Period of report:
Jun 30, 2019
Effectiveness Date:
Aug 14, 2019
| Security |
Shares Held / Principal Amount |
Market Value |
Option |
|
VANGUARD TAX MANAGED INTL FD FTSE DEV MKT ETF (921943858)
|
859,884 |
$35,866k |
|
|
VANGUARD INDEX FDS GROWTH ETF (922908736)
|
176,110 |
$28,775k |
|
|
SCHWAB STRATEGIC TR (808524706)
|
726,268 |
$19,057k |
|
|
PIMCO ETF TR (72201R833)
|
131,232 |
$13,353k |
|
|
Schwab US Tips ETF (SCHP) (808524870)
|
236,741 |
$13,331k |
|
|
VANGUARD CHARLOTTE FDS (92203J407)
|
219,265 |
$12,564k |
|
|
FIRST TR EXCHANGE TRADED FD (33738D101)
|
390,585 |
$9,823k |
|
|
Apple Inc (037833100)
|
46,179 |
$9,140k |
|
|
ISHARES TR CORE S&P500 ETF (464287200)
|
29,860 |
$8,801k |
|
|
SCHWAB U.S. LARGE-CAP GROWTH ETF (808524300)
|
103,217 |
$8,589k |
|
|
ISHARES TR CORE US AGGBD ET (464287226)
|
74,066 |
$8,247k |
|
|
SPDR SERIES TRUST BLOOMBERG SRT TR (78468R408)
|
261,273 |
$7,114k |
|
|
Vanguard Russell 1000 Growth (92206C680)
|
43,111 |
$6,995k |
|
|
INVESCO EXCHNG TRADED FD TR (46138G870)
|
233,549 |
$5,822k |
|
|
Exxon Mobil Corp (30231G102)
|
69,968 |
$5,362k |
|
|
SCHWAB STRATEGIC TR US REIT ETF (808524847)
|
116,711 |
$5,187k |
|
|
MICROSOFT CORP (594918104)
|
37,672 |
$5,046k |
|
|
SCHWAB STRATEGIC TR (808524805)
|
145,701 |
$4,676k |
|
|
SCHWAB STRATEGIC TR US DIVIDEND EQ (808524797)
|
86,285 |
$4,579k |
|
|
ISHARES INC (464286525)
|
49,008 |
$4,515k |
|
|
JPMORGAN CHASE & CO (46625H100)
|
35,967 |
$4,021k |
|
|
JOHNSON & JOHNSON (478160104)
|
27,900 |
$3,886k |
|
|
SCHWAB STRATEGIC TR (808524854)
|
70,707 |
$3,886k |
|
|
CISCO SYSTEMS INC (17275R102)
|
69,566 |
$3,807k |
|
|
Berkshire Hathaway, Inc. (084670702)
|
17,779 |
$3,790k |
|
|
STARBUCKS CORP (855244109)
|
42,438 |
$3,558k |
|
|
MCDONALDS CORP (580135101)
|
17,015 |
$3,533k |
|
|
PEPSICO INC (713448108)
|
26,404 |
$3,462k |
|
|
WALMART INC COM (931142103)
|
31,222 |
$3,450k |
|
|
PFIZER INC (717081103)
|
76,759 |
$3,325k |
|
|
VERIZON COMMUNICATIONS (92343V104)
|
57,555 |
$3,288k |
|
|
WEC ENERGY GROUP INC COM (92939U106)
|
38,110 |
$3,177k |
|
|
INTEL CORP (458140100)
|
65,538 |
$3,137k |
|
|
ABC (03073E105)
|
33,595 |
$2,864k |
|
|
CHUBB LIMITED (H1467J104)
|
19,444 |
$2,864k |
|
|
ABBVIE INC (00287Y109)
|
39,011 |
$2,837k |
|
|
DBX ETF TR (233051200)
|
87,292 |
$2,759k |
|
|
SMUCKER J M CO (832696405)
|
23,735 |
$2,734k |
|
|
WELLS FARGO CO NEW (949746101)
|
56,952 |
$2,695k |
|
|
RAYTHEON (755111507)
|
14,924 |
$2,595k |
|
|
Alphabet Inc (02079K107)
|
2,400 |
$2,594k |
|
|
ALTRIA GROUP INC (02209S103)
|
51,822 |
$2,454k |
|
|
PHILIP MORRIS INTL (718172109)
|
31,056 |
$2,439k |
|
|
Amazon.com Inc (023135106)
|
1,287 |
$2,437k |
|
|
SCHWAB STRATEGIC TR (808524748)
|
76,372 |
$2,384k |
|
|
VANGUARD INTL EQUITY INDEX F (922042866)
|
33,846 |
$2,237k |
|
|
WALGREENS BOOTS ALLI (931427108)
|
38,936 |
$2,129k |
|
|
INVESCO EXCHANGE TRADED FD T (46137V597)
|
16,180 |
$2,066k |
|
|
SCHWAB STRATEGIC TR (808524755)
|
73,726 |
$2,054k |
|
|
VANGUARD INDEX FDS S&P 500 ETF SHS (922908363)
|
7,144 |
$1,923k |
|
|
VISA INC COM CL A (92826C839)
|
10,700 |
$1,857k |
|
|
VANGUARD SCOTTSDALE FDS VNG RUS2000IDX (92206C664)
|
13,711 |
$1,713k |
|
|
ISHARES TR (46434V803)
|
46,424 |
$1,384k |
|
|
ALPS ALERIAN MLP ETF (00162Q866)
|
119,875 |
$1,181k |
|
|
VANGUARD INDEX FDS TOTAL STK MKT (922908769)
|
7,828 |
$1,175k |
|
|
SCHWAB STRATEGIC TR US SML CAP ETF (808524607)
|
16,204 |
$1,158k |
|
|
SOCIAL CAP HEDOSOPHIA HLDGS (G8250R103)
|
108,403 |
$1,131k |
|
|
SCHWAB STRATEGIC TR SCHWAB (808524763)
|
28,974 |
$1,092k |
|
|
CONSTELLATION BRANDS (21036P108)
|
5,456 |
$1,075k |
|
|
VANGUARD MUN BD FD INC (922907746)
|
19,950 |
$1,059k |
|
|
CARMAX INC (143130102)
|
12,085 |
$1,049k |
|
|
WISDOMTREE TR (97717W851)
|
20,742 |
$1,010k |
|
|
DISNEY WALT CO (254687106)
|
6,882 |
$961k |
|
|
VANGUARD BD INDEX FD INC (921937827)
|
11,555 |
$931k |
|
|
ISHARES FLT (46429B655)
|
17,955 |
$914k |
|
|
PAYCHEX INC (704326107)
|
11,059 |
$910k |
|
|
VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF (922042858)
|
21,170 |
$900k |
|
|
SELECT SECTOR SPDR (81369Y407)
|
7,466 |
$890k |
|
|
FOCUS FINL PARTNERS IN COM CL (34417P100)
|
31,714 |
$866k |
|
|
ALPHABET INC (02079K305)
|
787 |
$852k |
|
|
Facebook Inc (30303M102)
|
4,387 |
$847k |
|
|
SPDR S&P 500 ETF TR TR UNIT (78462F103)
|
2,857 |
$837k |
|
|
ISHARES TR (464287176)
|
6,632 |
$766k |
|
|
Lockheed Martin Corp (539830109)
|
2,001 |
$727k |
|
|
JACOBS ENGR GROUP (469814107)
|
7,876 |
$665k |
|
|
NORTHSTAR REALTY EUROPE CORPCO (66706L101)
|
40,000 |
$657k |
|
|
3M CO (88579Y101)
|
3,736 |
$648k |
|
|
INVESCO EXCHNG TRADED FD TR (46138E743)
|
15,556 |
$632k |
|
|
CREDIT ACCEPTANCE CORP (225310101)
|
1,294 |
$626k |
|
|
ENTERPRISE PRODS (293792107)
|
21,497 |
$621k |
|
|
VANGUARD WORLD FDS INF TECH ET (92204A702)
|
2,916 |
$615k |
|
|
PHILLIPS 66 PARTNERS LP (718549207)
|
12,205 |
$602k |
|
|
GENERAL DYNAMICS (369550108)
|
3,296 |
$599k |
|
|
MASTERCARD INC (57636Q104)
|
2,224 |
$588k |
|
|
OUTLOOK THERAPEUTICS INC (69012T206)
|
282,795 |
$588k |
|
|
SELECT SECTOR SPDR TR (81369Y852)
|
11,699 |
$576k |
|
|
SELECT SECTOR SPDR TR SBI HEALTHCARE (81369Y209)
|
6,209 |
$575k |
|
|
ISHARES INC (464286293)
|
12,803 |
$562k |
|
|
POLARIS INDS INC (731068102)
|
6,000 |
$547k |
|
|
AMGEN INC (031162100)
|
2,938 |
$541k |
|
|
HOME DEPOT INC (437076102)
|
2,494 |
$519k |
|
|
DIAGEO P L C (25243Q205)
|
2,902 |
$500k |
|
|
SOCIAL CAP HEDOSOPHIA HLDGS CORP UNIT 1 CL A & 1/3 WT EXP ISIN # (G8250R111)
|
45,000 |
$481k |
|
|
PayPal Holdings Inc (70450Y103)
|
4,148 |
$475k |
|
|
PROSHARES TR (74348A467)
|
6,797 |
$472k |
|
|
Charles Schwab Corp/The (808513105)
|
11,606 |
$466k |
|
|
AT&T INC (00206R102)
|
13,021 |
$436k |
|
|
ENERGY TRANSFER LP (29273V100)
|
30,974 |
$436k |
|
|
OMNICOM GROUP INC (681919106)
|
5,220 |
$428k |
|
|
NVIDIA Corp (67066G104)
|
2,480 |
$407k |
|
|
TOMPKINS FINANCIAL CORPORATI (890110109)
|
4,882 |
$398k |
|
|
CORNING INCORPORATED (219350105)
|
11,951 |
$397k |
|
|
VANGUARD WORLD FDS (92204A603)
|
2,696 |
$393k |
|
|
UNITEDHEALTH GRP INC (91324P102)
|
1,570 |
$383k |
|
|
QUALCOMM INC (747525103)
|
4,996 |
$380k |
|
|
WISDOMTREE TR ITL HDG QTLY DIV (97717X594)
|
11,556 |
$378k |
|
|
American Express Co. (025816109)
|
3,043 |
$376k |
|
|
TIFFANY & CO (886547108)
|
3,960 |
$371k |
|
|
Williams Cos Inc/The (969457100)
|
13,175 |
$369k |
|
|
ISHARES TR BARCLAYS 7 10 YR (464287440)
|
3,282 |
$361k |
|
|
SPDR INDEX SHS FDS (78463X475)
|
4,467 |
$357k |
|
|
ASTRAZENECA (046353108)
|
8,402 |
$347k |
|
|
M & T BK CORP (55261F104)
|
1,949 |
$331k |
|
|
VANGUARD GROUP (921908844)
|
2,868 |
$330k |
|
|
BROADCOM INC (11135F101)
|
1,146 |
$330k |
|
|
UNION PAC CORP (907818108)
|
1,943 |
$329k |
|
|
MERCK & CO INC (58933Y105)
|
3,700 |
$310k |
|
|
UNITED TECHNOLOGIES (913017109)
|
2,383 |
$310k |
|
|
W P CAREY INC (92936U109)
|
3,797 |
$308k |
|
|
ABBOTT LABS (002824100)
|
3,633 |
$306k |
|
|
Bank of America Corp. (060505104)
|
10,392 |
$301k |
|
|
FIRST TR EXCHANGE TRADED FD (33733E302)
|
2,053 |
$295k |
|
|
VANGUARD WORLD FDS CONSUM STP ETF (92204A207)
|
1,977 |
$294k |
|
|
ISHARES TR RUS 1000 GRW ETF (464287614)
|
1,857 |
$292k |
|
|
FIRST TRUST ISE CL (33734X192)
|
5,004 |
$289k |
|
|
GILEAD SCIENCES INC (375558103)
|
4,219 |
$285k |
|
|
LIBERTY MEDIA (531229854)
|
7,541 |
$282k |
|
|
ISHARES TR RUS 1000 ETF (464287622)
|
1,725 |
$281k |
|
|
LIBERTY BROADBAND CORP (530307305)
|
2,663 |
$278k |
|
|
UNITED PARCEL SERVIC (911312106)
|
2,616 |
$270k |
|
|
TEXAS INSTRUMENTS (882508104)
|
2,294 |
$263k |
|
|
WESTERN MIDSTREAM PARTNERS L (958669103)
|
8,375 |
$258k |
|
|
PLAINS GP HLDGS L P (72651A207)
|
10,025 |
$250k |
|
|
KLA-TENCOR CORP (482480100)
|
2,100 |
$248k |
|
|
ISHARES TR RUS 1000 VAL ETF (464287598)
|
1,944 |
$247k |
|
|
SELECT SECTOR SPDR TR SBI INT-FINL (81369Y605)
|
8,897 |
$246k |
|
|
PLAINS ALL AMERN PIP (726503105)
|
10,050 |
$245k |
|
|
EASTMAN CHEM CO (277432100)
|
3,131 |
$244k |
|
|
PARK CITY GROUP INC (700215304)
|
45,000 |
$241k |
|
|
TARGA RESOURCES IN (87612G101)
|
5,925 |
$233k |
|
|
ENLINK MIDSTREAM LLC (29336T100)
|
22,999 |
$232k |
|
|
ELECTRONIC ARTS INC (285512109)
|
2,284 |
$231k |
|
|
ROYAL DUTCH SHELL (780259107)
|
3,460 |
$227k |
|
|
DANAHER CORP (235851102)
|
1,587 |
$227k |
|
|
MAGELLAN MIDSTREAM (559080106)
|
3,509 |
$225k |
|
|
Booking Holdings, Inc. (09857L108)
|
120 |
$225k |
|
|
ISHARES (464287556)
|
2,035 |
$222k |
|
|
FERRARI N V (N3167Y103)
|
1,352 |
$220k |
|
|
Genesis Energy LP (371927104)
|
9,900 |
$217k |
|
|
MOHAWK INDS INC (608190104)
|
1,472 |
$217k |
|
|
LOWES CO (548661107)
|
2,134 |
$215k |
|
|
CVS HEALTH CORP (126650100)
|
3,940 |
$215k |
|
|
Caterpillar Inc (149123101)
|
1,556 |
$212k |
|
|
PIMCO DYNAMIC INCOME FD (72201Y101)
|
6,491 |
$209k |
|
|
VANGUARD INDEX FDS SMALL CP ET (922908751)
|
1,324 |
$207k |
|
|
COCA-COLA CO (191216100)
|
4,075 |
$207k |
|
|
Invesco FTSE RAFI US 1000 Port (46137V613)
|
1,757 |
$205k |
|
|
GLAXOSMITHKLINE PLC (37733W105)
|
5,100 |
$204k |
|
|
FORD MOTOR CO (345370860)
|
16,407 |
$168k |
|
|
ANTERO MIDSTREAM CORP (03676B102)
|
13,675 |
$157k |
|
|
SOCIAL CAP HEDOSOPHIA HLDGS (G8250R129)
|
112,479 |
$151k |
|
|
BLACKBERRY LIMITED (09228F103)
|
20,000 |
$149k |
|
Many people have been burned by frauds and Ponzi schemes. So we created this website to help you, the potential investor, get the facts, find the best, and avoid fraud and Ponzi schemes.
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