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Portfolio (Quarterly) Guide ↗

LVW Advisors, LLC

· CIK 0001576053
13F Portfolio $1.0B AUM 436 positions Filed Apr 20, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 120 New 157 Added 132 Reduced 25 Exited
Page 3 of 8  ·  157 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 VALE VALE S A Basic Materials 101,427.0 $1.6M 0.15% +73K +263.0% $15.91 +4.6%
42 C CITIGROUP INC Financial Services 14,042.0 $1.6M 0.15% +6K +64.4% $113.41 +9.4%
43 LRCX LAM RESEARCH CORP Technology 7,254.0 $1.5M 0.15% +3K +86.3% $213.66 +48.8%
44 GS GOLDMAN SACHS GROUP INC Financial Services 1,796.0 $1.5M 0.14% +523.0 +41.1% $845.99 +18.6%
45 DE DEERE & CO Industrials 2,660.0 $1.5M 0.14% +655.0 +32.7% $563.30 -4.2%
46 CAT CATERPILLAR INC Industrials 2,010.0 $1.4M 0.14% +770.0 +62.1% $708.46 +26.2%
47 VTEB VANGUARD MUN BD FDS 27,908.0 $1.4M 0.13% +1K +3.7% $49.89 +0.8%
48 AMAT APPLIED MATLS INC Technology 3,715.0 $1.3M 0.12% +979.0 +35.8% $341.79 +30.9%
49 MS MORGAN STANLEY Financial Services 7,629.0 $1.3M 0.12% +2K +30.4% $164.57 +23.6%
50 CTVA CORTEVA INC Basic Materials 14,502.0 $1.2M 0.12% +1K +8.7% $83.71 -3.6%
51 AXP AMERICAN EXPRESS CO Financial Services 3,936.0 $1.2M 0.11% +580.0 +17.3% $302.49 +3.4%
52 VTI VANGUARD INDEX FDS 3,671.0 $1.2M 0.11% +115.0 +3.2% $320.79 +15.8%
53 GLD SPDR GOLD TR Financial Services 2,678.0 $1.2M 0.11% +1K +81.7% $430.29 -3.9%
54 SYF SYNCHRONY FINANCIAL Financial Services 16,694.0 $1.1M 0.11% +14K +447.7% $68.02 +4.2%
55 EQNR EQUINOR ASA Energy 26,418.0 $1.1M 0.11% +16K +146.6% $42.20 -13.6%
56 GLW CORNING INC Technology 8,059.0 $1.1M 0.10% +914.0 +12.8% $135.97 +36.0%
57 HSBC HSBC HLDGS PLC Financial Services 13,277.0 $1.1M 0.10% +10K +290.5% $82.49 +12.9%
58 AMD ADVANCED MICRO DEVICES INC Technology 5,193.0 $1.1M 0.10% +2K +73.6% $203.43 +154.5%
59 BK BANK NEW YORK MELLON CORP Financial Services 8,887.0 $1.1M 0.10% +1K +12.9% $118.63 +17.9%
60 STT STATE STR CORP Financial Services 8,320.0 $1.1M 0.10% +3K +48.4% $126.56 +24.9%
Page 3 of 8  ·  157 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 30.4%
Financial Services 17.9%
Healthcare 9.5%
Communication Services 9.3%
Industrials 8.8%
Consumer Cyclical 8.7%
Consumer Defensive 4.7%
Energy 4.3%
Utilities 2.5%
Basic Materials 2.3%