LVW Advisors, LLC
Top Portfolio Positions
357 positions ·
$422,079,183 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| AAPL |
Apple Inc.
Technology
|
139,611 | $35,431,875 | 8.39% | |
| SPY |
Spdr S&P 500 ETF Trust
|
42,634 | $27,726,595 | 6.57% | |
| NVDA |
Nvidia Corp
Technology
|
132,710 | $23,144,624 | 5.48% | |
| JPM |
Jpmorgan Chase & Co
Financial Services
|
46,852 | $13,781,984 | 3.27% | |
| MSFT |
Microsoft Corp
Technology
|
36,854 | $13,642,245 | 3.23% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
54,638 | $11,379,456 | 2.70% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
37,295 | $10,724,550 | 2.54% | |
| AVGO |
Broadcom Inc.
Technology
|
26,358 | $8,158,064 | 1.93% | |
| BRK-B |
Berkshire Hathaway Inc
Financial Services
|
16,336 | $7,828,211 | 1.85% | |
| META |
Meta Platforms, Inc.
Communication Services
|
10,864 | $6,215,620 | 1.47% |
Portfolio Trend
25 quarters · across all stocks
Holdings in PFIS
Shares Held
Position Value (USD)
3 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $287,608 | 5,393 | Shares | Sole | 2026-04-20 | |
| 2025-12-31 | $262,693 | 5,393 | Shares | Sole | 2026-01-14 | |
| 2025-09-30 | $262,153 | 5,393 | Shares | Sole | 2025-10-20 | |
| No 13F history on record for this holder in this stock. | ||||||