LVW Advisors, LLC
All holdings · as of Dec 31, 2025
| Company | Value | % of portfolio |
|---|---|---|
| Palantir Technologies Inc | $3.37M | 0.3% |
| ISHARES U S ETF TR | $3.41M | 0.3% |
| CISCO SYSTEMS, INC. | $3.41M | 0.3% |
| ALTRIA GROUP, INC. | $3.56M | 0.4% |
| SPDR S&P 500 ETF TR | $3.58M | 0.4% |
| ELI LILLY & Co | $3.71M | 0.4% |
| Mastercard Inc | $3.88M | 0.4% |
| AbbVie Inc. | $4.02M | 0.4% |
| ISHARES INC | $4.40M | 0.4% |
| SCHWAB STRATEGIC TR | $4.47M | 0.5% |
| Tesla Inc | $4.80M | 0.5% |
| VANGUARD INDEX FDS | $4.82M | 0.5% |
| JOHNSON & JOHNSON | $5.10M | 0.5% |
| VANGUARD SCOTTSDALE FDS | $5.27M | 0.5% |
| Meta Platforms Inc | $6.30M | 0.6% |
| Warren E. Buffett | $6.99M | 0.7% |
| Visa Inc | $7.05M | 0.7% |
| PIMCO ETF TR | $7.73M | 0.8% |
| Broadcom Inc. | $9.35M | 0.9% |
| Alphabet Inc. | $9.78M | 1.0% |
| Amazon.com Inc | $11.73M | 1.2% |
| Alphabet Inc. | $12.55M | 1.3% |
| ISHARES TR | $14.06M | 1.4% |
| JPMORGAN CHASE & CO | $14.13M | 1.4% |
| VANGUARD BD INDEX FDS | $14.17M | 1.4% |
| MICROSOFT CORP | $18.30M | 1.9% |
| iShares MSCI UAE ETF | $23.22M | 2.4% |
| SCHWAB STRATEGIC TR | $23.26M | 2.4% |
| VANGUARD INDEX FDS | $25.32M | 2.6% |
| AB ACTIVE ETFS INC | $25.57M | 2.6% |
| NVIDIA Corp | $25.75M | 2.6% |
| CAPITAL GROUP INTERNATIONAL | $26.71M | 2.7% |
| SPDR SERIES TRUST | $34.85M | 3.5% |
| VANGUARD BD INDEX FDS | $34.98M | 3.5% |
| CAPITAL GROUP GBL GROWTH EQT | $37.00M | 3.8% |
| Apple Inc. | $38.25M | 3.9% |
| iShares MSCI UAE ETF | $41.82M | 4.2% |
| VANGUARD SCOTTSDALE FDS | $50.24M | 5.1% |
| SCHWAB STRATEGIC TR | $50.50M | 5.1% |
| SCHWAB STRATEGIC TR | $61.14M | 6.2% |
| VANGUARD TAX-MANAGED FDS | $78.04M | 7.9% |