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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 9 of 10  ·  194 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
161 CRAK VANECK ETF TRUST 7,369.0 $340K 0.03% +1K +19.4% $46.08 +29.6%
162 ARCC ARES CAPITAL CORP Financial Services 18,231.0 $338K 0.03% +157.0 +0.9% $18.53 +6.7%
163 CRH PLC 3,092.0 $331K 0.03% +1K +48.5% $107.00
164 KMB KIMBERLY-CLARK CORP Consumer Defensive 3,000.0 $329K 0.03% +22.0 +0.7% $109.77 -1.0%
165 MUFG MITSUBISHI UFJ FINANCIAL GRO Financial Services 16,389.0 $326K 0.03% +5K +48.0% $19.89 +8.4%
166 NOW SERVICENOW INC Technology 3,267.0 $324K 0.03% +505.0 +18.3% $99.28 +30.7%
167 LIN LINDE PLC Basic Materials 614.0 $319K 0.03% +69.0 +12.7% $518.94 -7.3%
168 YUMC YUM CHINA HLDGS INC Consumer Cyclical 7,709.0 $315K 0.03% +3K +69.6% $40.87 +19.6%
169 PWR QUANTA SVCS INC Industrials 433.0 $312K 0.03% +29.0 +7.2% $720.04 -8.0%
170 WMB WILLIAMS COS INC Energy 4,167.0 $310K 0.03% +1K +44.5% $74.34 -3.6%
171 ABNB AIRBNB INC Consumer Cyclical 2,140.0 $306K 0.03% +111.0 +5.5% $143.10 +29.3%
172 GWW WW GRAINGER INC Industrials 224.0 $305K 0.03% +5.0 +2.3% $1360.40 -4.4%
173 NOBL PROSHARES TR 5,324.0 $299K 0.03% +3K +100.0% $56.16 +4.0%
174 SIBN SI BONE INC Healthcare 18,302.0 $299K 0.03% +3K +21.9% $16.32 +19.4%
175 FOXA FOX CORP Communication Services 5,678.0 $296K 0.03% +2K +62.0% $52.16 +30.3%
176 T AT&T INC Communication Services 14,101.0 $292K 0.03% +2K +13.7% $20.70 +21.5%
177 MNST MONSTER BEVERAGE CORP NEW Consumer Defensive 2,992.0 $288K 0.03% +92.0 +3.2% $96.12 -50.6%
178 ETN EATON CORP PLC Industrials 659.0 $281K 0.02% +75.0 +12.8% $426.12 -2.5%
179 SHEL SHELL PLC Energy 3,609.0 $280K 0.02% +467.0 +14.9% $77.54 +20.8%
180 HWM HOWMET AEROSPACE INC Industrials 1,032.0 $277K 0.02% +92.0 +9.8% $268.86 +1.8%
Page 9 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%