LVW Advisors, LLC Q2 2023 vs. Q3 2023 13F Holdings Comparison

Introduction:

In the world of finance, keeping track of investment portfolios is crucial for monitoring and managing assets effectively. One such method is through the filing of Form 13F. This form provides a snapshot of the investment holdings of institutional investors, including hedge funds and other large investment firms. In this article, we will analyze the changes in holdings for LVW Advisors, LLC between Q2 2023 and Q3 2023, as reported in their 13F filings.

LVW Advisors, LLC Q2 2023 vs. Q3 2023 13F Holdings Comparison:

LVW Advisors, LLC is a renowned investment management firm known for its expertise in managing portfolios. Their 13F filings for Q2 2023 and Q3 2023 reveal interesting changes in their holdings. Let's dive deeper into the data and understand the implications of these changes.

1. SCHWAB STRATEGIC TR (SCHD):

- Q2 2023 (SHARES): 758,607

- Q3 2023 (SHARES): 902,109

- Q2 2023 VALUE ($000): 55,090

- Q3 2023 VALUE ($000): 63,833

- Chg %: 15.9

LVW Advisors, LLC increased their holdings in SCHWAB STRATEGIC TR (SCHD) by 15.9% during Q3 2023. This indicates their confidence in the company and its potential for growth.

2. VANGUARD SCOTTSDALE FDS (VONG):

- Q2 2023 (SHARES): 546,605

- Q3 2023 (SHARES): 504,080

- Q2 2023 VALUE ($000): 38,677

- Q3 2023 VALUE ($000): 34,499

- Chg %: -10.8

The holdings of VANGUARD SCOTTSDALE FDS (VONG) decreased by 10.8% in Q3 2023. This could be due to various factors, such as a change in investment strategy or market dynamics.

3. SCHWAB STRATEGIC TR (SCHP):

- Q2 2023 (SHARES): 613,218

- Q3 2023 (SHARES): 598,979

- Q2 2023 VALUE ($000): 32,151

- Q3 2023 VALUE ($000): 30,242

- Chg %: -5.9

LVW Advisors, LLC slightly reduced their holdings in SCHWAB STRATEGIC TR (SCHP) by 5.9% during Q3 2023. This decision might be based on various factors, such as market performance or portfolio rebalancing.

4. VANGUARD INDEX FDS (VUG):

- Q2 2023 (SHARES): 92,789

- Q3 2023 (SHARES): 95,830

- Q2 2023 VALUE ($000): 26,255

- Q3 2023 VALUE ($000): 26,095

- Chg %: -0.6

The holdings of VANGUARD INDEX FDS (VUG) remained relatively stable with a minimal decrease of 0.6%. This indicates that LVW Advisors, LLC maintained their position in the company.

5. APPLE INC (AAPL):

- Q2 2023 (SHARES): 126,121

- Q3 2023 (SHARES): 129,178

- Q2 2023 VALUE ($000): 24,463

- Q3 2023 VALUE ($000): 22,116

- Chg %: -9.6

LVW Advisors, LLC slightly reduced their holdings in APPLE INC (AAPL) by 9.6% in Q3 2023. This adjustment might be due to market conditions or specific investment strategies.

6. SCHWAB STRATEGIC TR (SCHO):

- Q2 2023 (SHARES): 311,955

- Q3 2023 (SHARES): 315,214

- Q2 2023 VALUE ($000): 14,992

- Q3 2023 VALUE ($000): 15,095

- Chg %: 0.7

The holdings of SCHWAB STRATEGIC TR (SCHO) slightly increased by 0.7% during Q3 2023. This indicates LVW Advisors, LLC's confidence in the company's performance.

Conclusion:

LVW Advisors, LLC's 13F filings for Q2 2023 and Q3 2023 reveal some interesting changes in their holdings. While some holdings witnessed significant increases, others experienced slight decreases. It is important to note that these changes could be influenced by various factors, including market conditions, investment strategies, and portfolio rebalancing. By closely analyzing these changes, investors can gain insights into LVW Advisors, LLC's investment approach and future expectations.

Disclaimer: The information provided in this article is based solely on the publicly available 13F filings of LVW Advisors, LLC. This analysis does not constitute financial advice, and individuals should conduct their own research and seek professional guidance before making any investment decisions.