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Stock Style
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Stock Style shows hedge fund manager's main investment focus in Value or Growth. It is determined based on analysis of portfolio holdings that are part of about 3000 US Stocks.
Style
Market Cap
Large
Value
Mid
Blend
Small
Growth
29
5
2
0
3
0
28
6
3
LVW ADVISORS LLC

Time Period2019-06-30

Total Holdings162

Total Value ($x1000)361,722
Activities
New27

Increased64

Unchanged8

Decreased63

Sold Out36

Top 10 Stock Holdingstotal 44.05%
VEA9.92

VUG7.96

SCHE5.27

MINT3.69

SCHP3.69

 
BNDX3.47

EMLP2.72

AAPL2.53

IVV2.43

SCHG2.37

-- hover over a symbol below for details --
SEC 13F
Filing
Detail
Sort:
VEA
9.92%
FTSE DEV MKT ETF
VUG
7.96%
GROWTH ETF
SCHE
5.27%
EMRG MKTEQ ETF
MINT
3.69%
ENHAN SHRT MAT
SCHP
3.69%
US TIPS ETF
BNDX
3.47%
INTL BD IDX ETF
EMLP
2.72%
NO AMER ENERGY
AAPL
2.53%
COM
IVV
2.43%
CORE S&P500 ETF
SCHG
2.37%
US LCAP GR ETF
AGG
2.28%
CORE TOTUSBD ETF
SJNK
1.97%
SHT TRM HGH YLD
VONG
1.93%
VNG RUS1000GRW
VRP
1.61%
VAR RATE PFD
XOM
1.48%
COM
SCHH
1.43%
US REIT ETF
MSFT
1.39%
COM
SCHF
1.29%
INTL EQTY ETF
SCHD
1.27%
US DIVIDEND EQ
ACWV
1.25%
CNTRY MIN VL ETF
JPM
1.11%
COM
SCHR
1.07%
INTRM TRM TRES
JNJ
1.07%
COM
CSCO
1.05%
COM
BRK.B
1.05%
CL B NEW
SBUX
0.98%
COM
MCD
0.98%
COM
PEP
0.96%
COM
WMT
0.95%
COM
PFE
0.92%
COM
VZ
0.91%
COM
WEC
0.88%
COM
INTC
0.87%
COM
ABC
0.79%
COM
CB
0.79%
COM
ABBV
0.78%
COM
DBEF
0.76%
XTRAK MSCI EAFE
SJM
0.76%
COM NEW
WFC
0.75%
COM
RTN
0.72%
COM NEW
GOOG
0.72%
CAP STK CL C
MO
0.68%
COM
PM
0.67%
COM
AMZN
0.67%
COM
FNDC
0.66%
SCHWB FDT INT SC
VPL
0.62%
MEGA CAP GRO ETF
WBA
0.59%
COM
PRFZ
0.57%
FTSE RAFI 1500
FNDF
0.57%
SCHWB FDT INT LG
VOO
0.53%
SHS
V
0.51%
COM CL A
VTWO
0.47%
VNG RUS2000IDX
HEFA
0.38%
HDG MSCI EAFE
AMLP
0.33%
ALERIAN MLP
VTI
0.32%
TOTAL STK MKT
SCHA
0.32%
US SML CAP ETF
IPOA
0.31%
CL A
FNDA
0.3%
SCHWAB FDT US SC
STZ
0.3%
CL A
VTEB
0.29%
TAX-EXEMPT BD
KMX
0.29%
COM
DXJ
0.28%
JAPN HEDGE EQT
DIS
0.27%
COM DISNEY
BSV
0.26%
SHORT TRM BOND
FLOT
0.25%
FLTG RATE BD ETF
PAYX
0.25%
COM
VWO
0.25%
FTSE EMR MKT ETF
XLY
0.25%
SBI CONS DISCR
FOCS
0.24%
CL A
GOOGL
0.24%
CAP STK CL A
FB
0.23%
CL A
SPY
0.23%
TR UNIT
TIP
0.21%
TIPS BD ETF
LMT
0.2%
COM
JEC
0.18%
COM
NRE
0.18%
COM
MMM
0.18%
COM
PXF
0.17%
FTSE RAFI DEV
CACC
0.17%
COM
EPD
0.17%
COM
VGT
0.17%
INF TECH ETF
PSXP
0.17%
COM UNIT REP INT
GD
0.17%
COM
OTLK
0.16%
COM NEW
MA
0.16%
CL A
XLC
0.16%
COMMUNICATION
XLV
0.16%
SBI HEALTHCARE
DVYA
0.16%
ASIA/PAC DIV ETF
PII
0.15%
COM
AMGN
0.15%
COM
HD
0.14%
COM
DEO
0.14%
SPON ADR NEW
IPOA/U
0.13%
UNIT 99/99/9999
PYPL
0.13%
COM
NOBL
0.13%
S&P 500 ARISTO
SCHW
0.13%
COM
T
0.12%
COM
ETE
0.12%
COM UT LTD PTN
OMC
0.12%
COM
NVDA
0.11%
COM
TMP
0.11%
COM
GLW
0.11%
COM
VIS
0.11%
INDUSTRIAL ETF
UNH
0.11%
COM
QCOM
0.11%
COM
IHDG
0.1%
ITL HDG DIV GT
AXP
0.1%
COM
TIF
0.1%
COM
WMB
0.1%
COM
IEF
0.1%
7-10 Y TR BD ETF
ACIM
0.1%
MSCI ACWI ETF
AZN
0.1%
SPONSORED ADR
MTB
0.09%
COM
VIG
0.09%
DIV APP ETF
AVGO
0.09%
COM
UNP
0.09%
COM
MRK
0.09%
COM
UTX
0.09%
COM
WPC
0.09%
COM
ABT
0.08%
COM
BAC
0.08%
COM
FDN
0.08%
DJ INTERNT IDX
VDC
0.08%
CONSUM STP ETF
IWF
0.08%
RUS 1000 GRW ETF
SKYY
0.08%
ISE CLOUD COMP
GILD
0.08%
COM
FWONK
0.08%
COM C MEDIA GRP
IWB
0.08%
RUS 1000 ETF
LBRDK
0.08%
COM SER C
UPS
0.07%
CL B
TXN
0.07%
COM
WES
0.07%
COM UNIT LP INT
PAGP
0.07%
LTD PARTNR INT A
KLAC
0.07%
COM
IWD
0.07%
RUS 1000 VAL ETF
XLF
0.07%
SBI INT-FINL
PAA
0.07%
UNIT LTD PARTN
EMN
0.07%
COM
PCYG
0.07%
COM NEW
TRGP
0.06%
COM
ENLC
0.06%
COM UNIT REP LTD
EA
0.06%
COM
DHR
0.06%
COM
RDS/B
0.06%
SPON ADR B
MMP
0.06%
COM UNIT RP LP
BKNG
0.06%
COM
IBB
0.06%
NASDQ BIOTEC ETF
RACE
0.06%
COM
GEL
0.06%
UNIT LTD PARTN
MHK
0.06%
COM
CVS
0.06%
COM
LOW
0.06%
COM
CAT
0.06%
COM
PDI
0.06%
SHS
KO
0.06%
COM
VB
0.06%
SMALL CP ETF
PRF
0.06%
FTSE RAFI 1000
GSK
0.06%
SPONSORED ADR
F
0.05%
COM PAR $0.01
AM
0.04%
COM
IPOA/WS
0.04%
*W EXP 99/99/999
BB
0.04%
COM
IWM
1.11%
RUSSELL 2000 ETF
EWJ
0.68%
MSCI JPN ETF NEW
EPD
0.24%
PRN
PSXP
0.2%
PRN
TFI
0.19%
NUVN BRCLY MUNI
CCL
0.17%
PAIRED CTF
BLK
0.17%
COM
NSC
0.17%
COM
PCAR
0.16%
COM
CINF
0.15%
COM
FAST
0.14%
COM
WES
0.14%
PRN
CCI
0.14%
COM
IPE
0.14%
BARCLYS TIPS ETF
FNDX
0.13%
SCHWAB FDT US LG
CVX
0.13%
COM
KMI
0.13%
COM
IPOA/U
0.12%
PRN
GEL
0.11%
PRN
TGT
0.1%
COM
BPL
0.1%
PRN
PAGP
0.1%
PRN
PAA
0.09%
PRN
MPLX
0.09%
PRN
MMP
0.09%
PRN
DUK
0.09%
COM NEW
CELG
0.09%
COM
BEN
0.08%
COM
WPC
0.08%
PRN
D
0.07%
COM
ARYAU
0.07%
PRN
AM
0.06%
PRN
SCHX
0.06%
US LRG CAP ETF
NEU
0.06%
COM
SHLX
0.06%
PRN
SEMG
0.06%
CL A