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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 2 of 10  ·  194 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 ABBV ABBVIE INC Healthcare 19,932.0 $5.0M 0.43% +399.0 +2.0% $251.64 +5.7%
22 LLY ELI LILLY & CO Healthcare 3,596.0 $4.3M 0.37% +101.0 +2.9% $1199.55 +6.8%
23 MO ALTRIA GROUP INC Consumer Defensive 55,663.0 $4.0M 0.35% +1K +2.2% $71.95 -8.2%
24 STX SEAGATE TECHNOLOGY HLDNGS PL Technology 4,028.0 $3.9M 0.34% +733.0 +22.2% $965.00 -13.7%
25 LRCX LAM RESEARCH CORP Technology 8,436.0 $3.7M 0.32% +1K +16.3% $433.33 -29.1%
26 AMD ADVANCED MICRO DEVICES INC Technology 5,790.0 $3.4M 0.29% +597.0 +11.5% $580.91 -19.7%
27 XOM EXXON MOBIL CORP Energy 24,359.0 $3.3M 0.29% +897.0 +3.8% $136.72 +20.5%
28 IJH ISHARES TR 40,862.0 $3.2M 0.27% +32K +358.2% $77.11 -0.1%
29 BAC BANK OF AMER CORP Financial Services 53,203.0 $3.0M 0.26% +6K +13.0% $56.98 +10.9%
30 GD GENERAL DYNAMICS CORP Industrials 8,447.0 $3.0M 0.26% +134.0 +1.6% $354.24 +10.8%
31 HD HOME DEPOT INC Consumer Cyclical 8,119.0 $2.9M 0.25% +46.0 +0.6% $352.67 -2.4%
32 ASML ASML HLDG NV Technology 1,410.0 $2.8M 0.24% +128.0 +10.0% $1989.44 -11.9%
33 INTC INTEL CORP Technology 19,897.0 $2.8M 0.24% +5K +33.8% $139.63 -33.5%
34 C CITIGROUP INC Financial Services 18,929.0 $2.6M 0.23% +5K +34.8% $139.96 -5.1%
35 CAT CATERPILLAR INC Industrials 2,481.0 $2.6M 0.23% +471.0 +23.4% $1064.90 -23.4%
36 WMT WALMART INC Consumer Defensive 23,279.0 $2.6M 0.23% +895.0 +4.0% $113.26 +0.9%
37 HSBC HSBC HLDGS PLC Financial Services 25,234.0 $2.4M 0.21% +12K +90.1% $95.09 +7.6%
38 CVX CHEVRON CORPORATION Energy 13,756.0 $2.3M 0.20% +403.0 +3.0% $165.76 +24.1%
39 GLW CORNING INC Technology 8,872.0 $2.3M 0.20% +813.0 +10.1% $255.43 -40.3%
40 GS GOLDMAN SACHS GROUP INC Financial Services 2,090.0 $2.1M 0.18% +294.0 +16.4% $1011.37 +1.0%
Page 2 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%