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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 7 of 10  ·  194 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
121 CVS CVS HEALTH CORP Healthcare 5,167.0 $535K 0.05% +2K +49.0% $103.45 -9.5%
122 UAL UNITED AIRLS HLDGS INC Industrials 3,863.0 $525K 0.04% +162.0 +4.4% $135.99 -17.9%
123 COP CONOCOPHILLIPS Energy 4,979.0 $518K 0.04% +1K +38.2% $103.96 +29.8%
124 ALL ALLSTATE CORP Financial Services 2,174.0 $517K 0.04% +483.0 +28.6% $237.94 +7.0%
125 BBDO BANCO BRADESCO S A Financial Services 170,287.0 $511K 0.04% +13K +8.1% $3.00 +0.7%
126 NVT NVENT ELEC PLC Industrials 2,969.0 $504K 0.04% +25.0 +0.8% $169.61 -9.0%
127 LYG LLOYDS BANKING GROUP PLC Financial Services 84,234.0 $491K 0.04% +48K +134.2% $5.83 +1.2%
128 BAP CREDICORP LTD Financial Services 1,257.0 $490K 0.04% +590.0 +88.5% $389.58 -5.0%
129 BTI BRITISH AMERN TOB PLC Consumer Defensive 7,818.0 $483K 0.04% +469.0 +6.4% $61.76 -8.2%
130 HST HOST HOTELS & RESORTS INC Real Estate 20,303.0 $481K 0.04% +8K +63.4% $23.71 -2.6%
131 VB VANGUARD INDEX FDS 1,544.0 $468K 0.04% +155.0 +11.2% $303.14 -0.1%
132 HLT HILTON WORLDWIDE HLDGS INC Consumer Cyclical 1,395.0 $461K 0.04% +339.0 +32.1% $330.46 -0.3%
133 RIO RIO TINTO PLC Basic Materials 4,833.0 $459K 0.04% +2K +50.6% $94.93 +7.6%
134 BPOP POPULAR INC Financial Services 2,776.0 $456K 0.04% +1K +70.1% $164.18 +2.5%
135 B BARRICK MNG CORP Basic Materials 12,324.0 $453K 0.04% +3K +33.0% $36.73 +26.0%
136 ADI ANALOG DEVICES INC Technology 1,138.0 $452K 0.04% +131.0 +13.0% $397.17 -6.8%
137 VLO VALERO ENERGY CORP Energy 1,706.0 $444K 0.04% +318.0 +22.9% $260.44 +31.1%
138 MPC MARATHON PETE CORP Energy 1,696.0 $434K 0.04% +254.0 +17.6% $255.67 +40.1%
139 UPS UNITED PARCEL SVCS INC Industrials 4,028.0 $433K 0.04% +496.0 +14.0% $107.50 -4.6%
140 USFD US FOODS HLDG CORP Consumer Defensive 4,195.0 $429K 0.04% +95.0 +2.3% $102.25 +6.1%
Page 7 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%