Portfolio (Quarterly)
Guide ↗
LVW Advisors, LLC
· CIK 0001576053| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Status |
|---|---|---|---|---|---|---|---|
| 21 | DEO | DIAGEO PLC | Consumer Defensive | 2,375 | $205K | 0.02% | SOLD |
| 22 | VIG | VANGUARD SPECIALIZED FUNDS | — | 927 | $204K | 0.02% | SOLD |
| 23 | CNI | CANADIAN NATL RY CO | Industrials | 2,039 | $202K | 0.02% | SOLD |
| 24 | — | OUTLOOK THERAPEUTICS INC | — | 48,235 | $76K | 0.01% | SOLD |
| 25 | RXRX | RECURSION PHARMACEUTICALS IN | Healthcare | 13,000 | $53K | 0.01% | SOLD |
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%