LVW Advisors’s NeOnc Technologies NTHI Stock Holding History

LVW Advisors’s Portfolio NTHI Stock Details NTHI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	–	Sell	-30,146	Closed	-$108K	–	367
2025 Q2	$108K	Buy	+30,146	New	+$203K	0.01%	327

Other funds holding NTHI

HAG

HighPoint Advisor Group Downers Grove, Illinois $2.39B AUM 28.86% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

GRP

Global Retirement Partners San Rafael, California $5.64B AUM

Westmount Partners Los Angeles, California $457M AUM 31.05% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

HWA

HCR Wealth Advisors Los Angeles, California $1.12B AUM 33.13% 1-Year Est. Return

LVW Advisors's NTHI Position: Q3 2025 in Review

LVW Advisors sold out of NeOnc Technologies (NTHI) in Q3 2025, closing a stake of 30,146 shares — an estimated $108K sold.

LVW Advisors first reported a position in NTHI in Q2 2025 and held it in 1 quarter. The position peaked at $108K in Q2 2025. 19 funds tracked by Wall St. Rank hold NTHI as of Q3 2025.

LVW Advisors reported no remaining NeOnc Technologies position as of Q3 2025 after selling out during the quarter.
LVW Advisors sold 30,146 NeOnc Technologies shares in Q3 2025, an estimated $108K.
LVW Advisors first reported a position in NeOnc Technologies in Q2 2025 and held it in 1 quarter.
LVW Advisors's NeOnc Technologies position peaked at $108K in Q2 2025.
19 funds tracked by Wall St. Rank held NeOnc Technologies as of Q3 2025.

Based on LVW Advisors's 13F filing for Q3 2025, filed 20 Oct 2025.