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Home > Institutional Investor > Lvw Advisors, Llc > Profile

Instuitional Investor - Lvw Advisors, Llc

Fund Profile
Filing Period:
Fund Name: Lvw Advisors, Llc
Portfolio Value $533,769,091
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Schwab Strategic Trust
 FNDF 1,047,671 $79,759,213 14.94%
2.
Vanguard Scottsdale Funds
 513,316 $40,048,933 7.5%
3.
Ishares Tr
 289,492 $28,540,993 5.34%
4.
Vanguard Index Fds
 89,564 $27,843,729 5.21%
5.
Apple Inc.
 AAPL 131,756 $25,367,031 4.75%
Insider Monkey Quarterly Strategy
+336.2% Insider Monkey Quarterly Strategy
+144.8% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
300%
200%
100%
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Returns since its inception in May 2014 (through November 14th, 2024)