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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 2  ·  39 positions
# Ticker Company Sector Shares Value ↓ % Port Status
21 BR BROADRIDGE FINL SOLUTIONS IN Technology 1,594 $259K 0.03% SOLD
22 THO THOR INDS INC Consumer Cyclical 3,171 $253K 0.02% SOLD
23 ALGN ALIGN TECHNOLOGY INC Healthcare 1,472 $252K 0.02% SOLD
24 NTRA NATERA INC Healthcare 1,181 $236K 0.02% SOLD
25 ASCENDIS PHARMA A/S 1,025 $234K 0.02% SOLD
26 NOC NORTHROP GRUMMAN CORP Industrials 334 $228K 0.02% SOLD
27 CSL CARLISLE COS INC Industrials 682 $228K 0.02% SOLD
28 EXPO EXPONENT INC Industrials 3,418 $223K 0.02% SOLD
29 SUSC ISHARES TR 9,463 $219K 0.02% SOLD
30 SLV ISHARES SILVER TR Financial Services 3,197 $218K 0.02% SOLD
31 CBOE CBOE GLOBAL MKTS INC Financial Services 774 $218K 0.02% SOLD
32 PPL PPL CORP Utilities 5,695 $218K 0.02% SOLD
33 VTV VANGUARD INDEX FDS 1,086 $213K 0.02% SOLD
34 KTOS KRATOS DEFENSE & SEC SOLUTIO Industrials 2,966 $209K 0.02% SOLD
35 BXMT BLACKSTONE MORTGAGE TRUST IN Real Estate 10,777 $206K 0.02% SOLD
36 EAGG ISHARES TR 4,207 $200K 0.02% SOLD
37 FWRG FIRST WATCH RESTAURANT GROUP Consumer Cyclical 10,154 $106K 0.01% SOLD
38 ITUB ITAU UNIBANCO HLDG S A Financial Services 11,605 $97K 0.01% SOLD
39 IVVD INVIVYD INC Healthcare 15,000 $20K 0.00% SOLD
Page 2 of 2  ·  39 positions
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%