Legal Name: LVW ADVISORS, LLC
報告期間:
Jun 30, 2019
有効日:
Aug 14, 2019
| セキュリティ |
保有株式/元本 |
市場価格 |
オプション |
|
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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