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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
34
5
1
0
3
0
28
3
3
LVW ADVISORS LLC

Time Period2018-12-31

Total Holdings158

Total Value ($x1000)296,226
Activities
New20

Increased68

Unchanged7

Decreased63

Sold Out17

Top 10 Stock Holdingstotal 43.62%
VUG11.34

VEA10.77

AGG3.93

MINT3.27

IVV3.23

 
AAPL2.73

VRP2.21

EMLP2.21

SCHG2.08

SCHP1.85

-- hover over a symbol below for details --
SEC 13F
Filing
Detail
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VUG
11.34%
GROWTH ETF
VEA
10.77%
FTSE DEV MKT ETF
AGG
3.93%
CORE TOTUSBD ETF
MINT
3.27%
ENHAN SHRT MAT
IVV
3.23%
CORE S&P500 ETF
AAPL
2.73%
COM
VRP
2.21%
VAR RATE PFD
EMLP
2.21%
NO AMER ENERGY
SCHG
2.08%
US LCAP GR ETF
SCHP
1.85%
US TIPS ETF
DXJ
1.72%
JAPN HEDGE EQT
SCHF
1.67%
INTL EQTY ETF
SCHH
1.63%
US REIT ETF
BNDX
1.62%
INTL BD IDX ETF
MSFT
1.55%
COM
XOM
1.52%
COM
IWM
1.42%
RUSSELL 2000 ETF
JNJ
1.31%
COM
PFE
1.21%
COM
VZ
1.19%
COM
CSCO
1.19%
COM
SCHD
1.15%
US DIVIDEND EQ
JPM
1.14%
COM
INTC
1.14%
COM
ABBV
1.08%
COM
BRK.B
1.07%
CL B NEW
MCD
1.06%
COM
SBUX
1.03%
COM
SJNK
1.03%
SHT TRM HGH YLD
WMT
1.01%
COM
PEP
0.99%
COM
WEC
0.96%
COM
EWJ
0.95%
MSCI JPN ETF NEW
DBEF
0.93%
XTRAK MSCI EAFE
WFC
0.91%
COM
VOO
0.9%
SHS
ACWV
0.86%
CNTRY MIN VL ETF
CVS
0.8%
COM
MO
0.8%
COM
ABC
0.79%
COM
CB
0.74%
COM
PM
0.71%
COM
RTN
0.71%
COM NEW
SJM
0.67%
COM NEW
PRFZ
0.63%
FTSE RAFI 1500
TFI
0.55%
NUVN BRCLY MUNI
AMZN
0.53%
COM
FNDC
0.49%
SCHWB FDT INT SC
AMLP
0.48%
ALERIAN MLP
GIS
0.44%
COM
IPOA
0.43%
CL A
HEFA
0.42%
HDG MSCI EAFE
FNDF
0.4%
SCHWB FDT INT LG
SPY
0.36%
TR UNIT
SCHA
0.34%
US SML CAP ETF
ETE
0.34%
COM UT LTD PTN
GOOG
0.33%
CAP STK CL C
SCHR
0.33%
INTRM TRM TRES
PAYX
0.32%
COM
DVYA
0.3%
ASIA/PAC DIV ETF
EPD
0.28%
PRN
VTWO
0.25%
VNG RUS2000IDX
FLOT
0.24%
FLTG RATE BD ETF
FB
0.24%
CL A
WMB
0.22%
COM
PSXP
0.21%
PRN
STZ
0.21%
CL A
BSV
0.2%
SHORT TRM BOND
TIP
0.2%
TIPS BD ETF
DIS
0.19%
COM DISNEY
DEO
0.19%
SPON ADR NEW
PXF
0.19%
FTSE RAFI DEV
MRK
0.19%
COM
V
0.19%
COM CL A
GOOGL
0.19%
CAP STK CL A
FNDA
0.19%
SCHWAB FDT US SC
VTI
0.18%
TOTAL STK MKT
XLY
0.18%
SBI CONS DISCR
IPE
0.18%
BARCLYS TIPS ETF
ARYAU
0.17%
PRN
VGT
0.17%
INF TECH ETF
SCHO
0.17%
SHT TM US TRES
BLK
0.15%
COM
TRGP
0.15%
COM
VIS
0.15%
INDUSTRIAL ETF
LMT
0.15%
COM
HD
0.14%
COM
TXN
0.14%
COM
MPLX
0.14%
PRN
CCL
0.14%
PAIRED CTF
UNH
0.14%
COM
IPOA/U
0.14%
PRN
VIG
0.14%
DIV APP ETF
XLC
0.14%
COMMUNICATION
KO
0.13%
COM
GD
0.13%
COM
XLV
0.13%
SBI HEALTHCARE
GEL
0.13%
PRN
EMN
0.13%
COM
OMC
0.13%
COM
BPL
0.13%
PRN
NVDA
0.13%
COM
NSC
0.12%
COM
UPS
0.12%
CL B
LOW
0.12%
COM
GLW
0.12%
COM
MMP
0.12%
PRN
SDY
0.11%
S&P DIVID ETF
IHDG
0.11%
ITL HDG DIV GT
PCAR
0.11%
COM
PYPL
0.11%
COM
CINF
0.11%
COM
BK
0.11%
COM
CVX
0.11%
COM
ABT
0.11%
COM
PAGP
0.11%
PRN
UNP
0.1%
COM
BAM
0.1%
CL A LTD VT SH
T
0.1%
COM
MTB
0.1%
COM
FAST
0.1%
COM
ALSN
0.1%
COM
AXP
0.1%
COM
CCI
0.1%
COM
MMM
0.1%
COM
KMI
0.1%
COM
WES
0.09%
PRN
BAC
0.09%
COM
VDC
0.09%
CONSUM STP ETF
IWB
0.09%
RUS 1000 ETF
PCYG
0.09%
COM NEW
UTX
0.09%
COM
ENLC
0.09%
COM UNIT REP LTD
TIF
0.09%
COM
SKYY
0.09%
ISE CLOUD COMP
LBRDK
0.09%
COM SER C
NRE
0.09%
COM
WGP
0.08%
PRN
WPC
0.08%
PRN
FDN
0.08%
DJ INTERNT IDX
SCHW
0.08%
COM
MA
0.08%
CL A
PAA
0.08%
PRN
SEMG
0.08%
CL A
DUK
0.08%
COM NEW
AMGN
0.07%
COM
IEF
0.07%
7-10 Y TR BD ETF
SHLX
0.07%
PRN
AM
0.07%
PRN
ACIM
0.07%
MSCI ACWI ETF
NOBL
0.07%
S&P 500 ARISTO
XLF
0.07%
SBI INT-FINL
IBB
0.07%
NASDQ BIOTEC ETF
NEU
0.07%
COM
ENLK
0.07%
PRN
F
0.04%
COM PAR $0.01
GE
0.03%
COM
IPOA/WS
0.02%
*W EXP 99/99/999
NLY
1.31%
PRN
O
0.73%
PRN
CA
0.38%
COM
FPE
0.35%
PFD SECS INC ETF
TGT
0.23%
COM
ETE
0.21%
PRN
TOTL
0.17%
SPDR TR TACTIC
D
0.14%
COM
ETP
0.11%
PRN
HAS
0.1%
COM
KMX
0.09%
COM
VB
0.08%
SMALL CP ETF
CABO
0.08%
COM
VLO
0.07%
COM
PDI
0.06%
SHS
VMBS
0.06%
MORTG-BACK SEC
PSX
0.06%
COM