Institutions / LVW Advisors, LLC / Holdings

LVW Advisors, LLC

All holdings · as of Dec 31, 2025

Company	Class	Value	Shares	% of portfolio
Merck & Co., Inc.	—	$2.61M	24,771	0.3%
SCHWAB STRATEGIC TR	—	$2.55M	109,019	0.3%
EXXON MOBIL CORP	—	$2.50M	20,760	0.3%
PEPSICO INC	—	$2.46M	17,107	0.2%
Walmart Inc.	—	$2.45M	21,947	0.2%
MCDONALD'S CORP	—	$2.29M	7,506	0.2%
CINTAS CORP	—	$2.19M	11,653	0.2%
Philip Morris International Inc.	—	$2.15M	13,391	0.2%
Duke Energy Corp	—	$2.13M	18,156	0.2%
S&P Global Inc.	—	$2.08M	3,972	0.2%
PAYCHEX INC	—	$2.07M	18,449	0.2%
Broadstone Net Lease, Inc.	—	$2.05M	117,862	0.2%
TAIWAN SEMICONDUCTOR MANUFACTURING CO LTDTSM	ADR	$2.04M	6,698	0.2%
CHEVRON CORP	—	$2.01M	13,189	0.2%
COSTCO WHOLESALE CORP /NEW	—	$1.87M	2,167	0.2%
Parker-Hannifin Corp	—	$1.85M	2,100	0.2%
COCA COLA CO	—	$1.84M	26,277	0.2%
Netflix Inc	—	$1.83M	19,547	0.2%
AMERICAN ELECTRIC POWER CO INC	—	$1.83M	15,860	0.2%
SCHWAB STRATEGIC TR	—	$1.80M	63,285	0.2%
RTX Corp	—	$1.76M	9,616	0.2%
WEC ENERGY GROUP, INC.	—	$1.75M	16,591	0.2%
HCA Healthcare, Inc.	—	$1.68M	3,592	0.2%
BANK OF AMERICA CORP /DE	—	$1.67M	30,343	0.2%
ISHARES TR	—	$1.66M	6,751	0.2%
LOWES COMPANIES INC	—	$1.65M	6,842	0.2%
ISHARES TR	—	$1.65M	14,464	0.2%
VERIZON COMMUNICATIONS INC	—	$1.65M	40,450	0.2%
Prologis Inc	—	$1.57M	12,295	0.2%
NEXTERA ENERGY INC	—	$1.55M	19,367	0.2%
BERKSHIRE HATHAWAY INC DEL	—	$1.51M	2	0.2%
SOUTHERN CO	—	$1.49M	17,091	0.2%
The PNC Financial Services Group, Inc.	—	$1.42M	6,788	0.1%
ECOLAB INC.	—	$1.39M	5,306	0.1%
ABBOTT LABORATORIES	—	$1.37M	10,907	0.1%
VANGUARD MUN BD FDS	—	$1.35M	26,908	0.1%
VANGUARD WHITEHALL FDS	—	$1.33M	9,289	0.1%
Moody's Corp	—	$1.33M	2,607	0.1%
AMERICAN EXPRESS CO	—	$1.24M	3,356	0.1%
VANGUARD INDEX FDS	—	$1.19M	3,556	0.1%
ASML HOLDING N V	—	$1.18M	1,100	0.1%
THE GOLDMAN SACHS GROUP, INC.	—	$1.12M	1,273	0.1%
ASTRAZENECA PLC	—	$1.12M	12,145	0.1%
LPL Financial Holdings Inc.	—	$1.10M	3,074	0.1%
UNITEDHEALTH GROUP INC	—	$1.08M	3,258	0.1%
Intuitive Surgical Inc	—	$1.04M	1,842	0.1%
TRAVELERS COMPANIES, INC.	—	$1.04M	3,583	0.1%
Morgan Stanley	—	$1.04M	5,850	0.1%
SCHWAB STRATEGIC TR	—	$1.01M	22,262	0.1%
MSCI Inc.	—	$1.00M	1,744	0.1%