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Reported Holdings Of The
LVW Advisors LLC

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

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