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| LVW Advisors LLC
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| |
|---|---|
| CRD # | 159403 |
| SEC # | 801-72830 |
| CIK # | 0001576053 |
| AUM | $2.1 BB (2024-08-05) |
| Employees | 19 (58% Investors, 0% Brokers) |
| Phone | 585-267-4900 |
| Address | 67B Monroe Avenue Pittsford, NY 14534 |
| Source | [IAPD] [EDGAR] [Website] [Twitter] [LinkedIn] |
| Total AUM ($BB) |
|---|
| Sector | Form 13F Holdings | Cap ($MM) | Value ($MM) |
|---|---|---|---|
| AAPL | 2,382,844.0 | 32.0 | |
| MSFT | 1,918,222.4 | 14.1 | |
| NVDA | 399,550.0 | 8.6 | |
| AMZN | 1,092,997.8 | 7.7 | |
| GOOG | 1,482,566.4 | 6.9 | |
| AVGO | 201,282.9 | 6.9 | |
| JPM | 340,169.2 | 6.2 | |
| GOOGL | 1,475,138.5 | 5.6 | |
| V | 419,260.5 | 5.0 | |
| ABBV | 269,466.6 | 4.1 | |
| View All | |||
| Holdings by Sector ($MM) |
|---|
| AUM Breakdown | Accounts | AUM ($BB) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 246 | 0.1 |
| (b) Individuals (high net worth individuals) | 212 | 1.2 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 10 | 0.2 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 12 | 0.6 |
| (n) Other | 0 | 0.0 |
| Total | 2,516 | 2.1 |
| By Discretionary | ||
| Discretionary | 2,293 | 1.6 |
| Non-Discretionary | 223 | 0.6 |
| Total | 2,516 | 2.1 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 2.1 | |
| Total | 2,516 | 2.1 |
| EDGAR Form | CIK | 2011 - 2024 |
|---|---|---|
| 13F-HR | [0001576053] |
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|---|---|---|
|
Fragasso Financial Advisors Inc
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|
PA | 2.1 |
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NJ | 2.1 |
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NE | 2.1 |
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MA | 2.1 |
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Sandhill Capital Partners LLC
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NY | 2.1 |
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Arbion Limited
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2.1 | |
|
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CA | 2.1 |
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PR | 2.1 |