StockDriftsStockDriftsTop 50 LVW Advisors, LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| SPYM | SPDR SERIES TRUST | 8.65% | 1.16M | $88.7M | +166.70%(+724.09K) | $77.75(+12.37%) | 2026-03-31 | |
| VEA | VANGUARD TAX-MANAGED FDS | 7.31% | 1.17M | $75.0M | -6.37%(-79.54K) | $53.99(+30.81%) | 2026-03-31 | |
| SCHO | SCHWAB STRATEGIC TR | 5% | 2.11M | $51.3M | +1.97%(+40.75K) | $24.28(-0.56%) | 2026-03-31 | |
| STIP | ISHARES TR | 4.22% | 418.6K | $43.3M | +2.50%(+10.21K) | $99.40(+4.34%) | 2026-03-31 | |
| SCHD | SCHWAB STRATEGIC TR | 4.03% | 1.35M | $41.4M | -39.51%(-880.71K) | $23.38(+35.79%) | 2026-03-31 | |
| BIV | VANGUARD BD INDEX FDS | 3.5% | 465.1K | $35.9M | +3.55%(+15.96K) | $76.64(-0.03%) | 2026-03-31 | |
| AAPL | APPLE INC | 3.46% | 139.6K | $35.4M | -0.76%(-1.07K) | $67.58(+342.24%) | 2026-03-31 | |
| VONG | VANGUARD SCOTTSDALE FDS | 3.42% | 319.7K | $35.1M | -22.53%(-92.95K) | $47.47(+169.61%) | 2026-03-31 | |
| CGGO | CAPITAL GROUP GBL GROWTH EQT | 3.4% | 1.04M | $34.8M | -2.20%(-23.52K) | $28.53(+39.20%) | 2026-03-31 | |
| TAFM | AB ACTIVE ETFS INC | 2.41% | 977.2K | $24.7M | -2.85%(-28.71K) | $25.35(+0.16%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +10.99% | +36.72% |
| Top 20 Holdings Unweighted | +11.75% | +39.55% |
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