Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| LVW ADVISORS LLC | 07-14-2023 | 06-30-2023 | 200 | 519,893,210 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| ISHARES TR | RUSSELL 2000 ETF | 51 | $2,757,926 | 14,727 | 0.00 | 0.41 | 2,847 | 23.96 | 06-30-2023 |
| VERIZON COMMUNICATIONS INC | COM | 52 | $2,749,970 | 73,944 | 0.00 | 0.73 | -10,830 | -12.78 | 06-30-2023 |
| NEXTERA ENERGY INC | COM | 53 | $2,722,324 | 36,689 | 0.00 | 0.50 | 1,604 | 4.57 | 06-30-2023 |
| ISHARES TR | 10-20 YR TRS ETF | 54 | $2,699,576 | 24,371 | 0.00 | 24,371 | +Inf | 06-30-2023 |
