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Portfolio (Quarterly) Guide ↗

LVW Advisors, LLC

· CIK 0001576053
13F Portfolio $1.2B AUM 462 positions Filed Jul 15, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 65 New 194 Added 164 Reduced 39 Exited
Page 10 of 10  ·  194 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
181 ACN ACCENTURE PLC IRELAND Technology 2,205.0 $274K 0.02% +44.0 +2.0% $124.44 +45.7%
182 UTEN RBB FD INC 6,346.0 $274K 0.02% +850.0 +15.5% $43.20 -1.7%
183 SHW SHERWIN WILLIAMS CO Basic Materials 794.0 $273K 0.02% +30.0 +3.9% $344.32 +0.8%
184 ADBE ADOBE INC Technology 1,312.0 $269K 0.02% +125.0 +10.5% $205.02 +32.8%
185 REMX VANECK ETF TRUST 3,004.0 $266K 0.02% +195.0 +6.9% $88.51 -14.5%
186 WM WASTE MGMT INC DEL Industrials 1,139.0 $254K 0.02% +183.0 +19.1% $222.84 +0.9%
187 NVS NOVARTIS AG Healthcare 1,618.0 $254K 0.02% +257.0 +18.9% $156.72 -0.3%
188 IDXX IDEXX LABS INC Healthcare 456.0 $240K 0.02% +37.0 +8.8% $526.44 +3.7%
189 PSLV SPROTT ASSET MANAGEMENT LP Financial Services 12,336.0 $233K 0.02% +171.0 +1.4% $18.87 +18.5%
190 CMG CHIPOTLE MEXICAN GRILL INC Consumer Cyclical 6,836.0 $232K 0.02% +288.0 +4.4% $34.00 +3.8%
191 INMD INMODE LTD Healthcare 14,759.0 $216K 0.02% +3K +24.6% $14.62 +2.1%
192 KKR KKR & CO INC Financial Services 2,315.0 $212K 0.02% +117.0 +5.3% $91.78 +16.6%
193 NDAQ NASDAQ INC Financial Services 2,661.0 $210K 0.02% +99.0 +3.9% $78.82 +23.8%
194 BHC BAUSCH HEALTH COS INC Healthcare 42,076.0 $207K 0.02% +4K +10.5% $4.93 +38.1%
Page 10 of 10  ·  194 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 34.5%
Financial Services 17.3%
Communication Services 8.9%
Industrials 8.9%
Consumer Cyclical 8.7%
Healthcare 8.2%
Consumer Defensive 4.2%
Energy 3.4%
Basic Materials 2.4%
Utilities 2.2%