CIK 1576053
LVW Advisors, LLC
Institutional 13F holdings & portfolio
Holdings
341
Portfolio Value
$1M+
Latest Report
Dec 31, 2025
Report Periods
5
Holdings
13F filings as of Dec 31, 2025 · Showing 51–100 of 341
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| MRK | MERCK & CO INC | 25K | $1M+ | SH |
| SCHZ | SCHWAB STRATEGIC TR | 109K | $1M+ | SH |
| XOM | EXXON MOBIL CORP | 21K | $1M+ | SH |
| PEP | PEPSICO INC | 17K | $1M+ | SH |
| WMT | WALMART INC | 22K | $1M+ | SH |
| MCD | MCDONALDS CORP | 8K | $1M+ | SH |
| CTAS | CINTAS CORP | 12K | $1M+ | SH |
| PM | PHILIP MORRIS INTL INC | 13K | $1M+ | SH |
| DUK | DUKE ENERGY CORP NEW | 18K | $1M+ | SH |
| SPGI | S&P GLOBAL INC | 4K | $1M+ | SH |
| PAYX | PAYCHEX INC | 18K | $1M+ | SH |
| BNL | BROADSTONE NET LEASE INC | 118K | $1M+ | SH |
| TSM | TAIWAN SEMICONDUCTOR MFG LTD | 7K | $1M+ | SH |
| CVX | CHEVRON CORP NEW | 13K | $1M+ | SH |
| COST | COSTCO WHSL CORP NEW | 2K | $1M+ | SH |
| PH | PARKER-HANNIFIN CORP | 2K | $1M+ | SH |
| KO | COCA COLA CO | 26K | $1M+ | SH |
| NFLX | NETFLIX INC | 20K | $1M+ | SH |
| AEP | AMERICAN ELEC PWR CO INC | 16K | $1M+ | SH |
| SCHA | SCHWAB STRATEGIC TR | 63K | $1M+ | SH |
| RTX | RTX CORPORATION | 10K | $1M+ | SH |
| WEC | WEC ENERGY GROUP INC | 17K | $1M+ | SH |
| HCA | HCA HEALTHCARE INC | 4K | $1M+ | SH |
| BAC | BANK AMERICA CORP | 30K | $1M+ | SH |
| IWM | ISHARES TR | 7K | $1M+ | SH |
| LOW | LOWES COS INC | 7K | $1M+ | SH |
| EFG | ISHARES TR | 14K | $1M+ | SH |
| VZ | VERIZON COMMUNICATIONS INC | 40K | $1M+ | SH |
| PLD | PROLOGIS INC. | 12K | $1M+ | SH |
| NEE | NEXTERA ENERGY INC | 19K | $1M+ | SH |
| BRK.A | BERKSHIRE HATHAWAY INC DEL | 2 | $1M+ | SH |
| SO | SOUTHERN CO | 17K | $1M+ | SH |
| PNC | PNC FINL SVCS GROUP INC | 7K | $1M+ | SH |
| ECL | ECOLAB INC | 5K | $1M+ | SH |
| ABT | ABBOTT LABS | 11K | $1M+ | SH |
| VTEB | VANGUARD MUN BD FDS | 27K | $1M+ | SH |
| VYM | VANGUARD WHITEHALL FDS | 9K | $1M+ | SH |
| MCO | MOODYS CORP | 3K | $1M+ | SH |
| AXP | AMERICAN EXPRESS CO | 3K | $1M+ | SH |
| VTI | VANGUARD INDEX FDS | 4K | $1M+ | SH |
| ASML | ASML HOLDING N V | 1K | $1M+ | SH |
| GS | GOLDMAN SACHS GROUP INC | 1K | $1M+ | SH |
| AZN | ASTRAZENECA PLC | 12K | $1M+ | SH |
| LPLA | LPL FINL HLDGS INC | 3K | $1M+ | SH |
| UNH | UNITEDHEALTH GROUP INC | 3K | $1M+ | SH |
| ISRG | INTUITIVE SURGICAL INC | 2K | $1M+ | SH |
| TRV | TRAVELERS COMPANIES INC | 4K | $1M+ | SH |
| MS | MORGAN STANLEY | 6K | $1M+ | SH |
| FNDF | SCHWAB STRATEGIC TR | 22K | $1M+ | SH |
| MSCI | MSCI INC | 2K | $1M+ | SH |