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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 3 of 4  ·  65 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 CYD CHINA YUCHAI INTL LTD Industrials 4,812.0 $228K 0.02% NEW $47.41 -8.4%
42 PSMT PRICESMART INC Consumer Defensive 1,166.0 $228K 0.02% NEW $195.34 -10.1%
43 OMAB GRUPO AEROPORTUARIO DEL CENT Industrials 2,011.0 $227K 0.02% NEW $113.09 -9.8%
44 SNOW SNOWFLAKE INC Technology 884.0 $225K 0.02% NEW $254.50 +27.7%
45 CHRW C H ROBINSON WORLDWIDE IN Industrials 1,190.0 $224K 0.02% NEW $188.34 -23.3%
46 ARGX ARGENX SE Healthcare 240.0 $223K 0.02% NEW $927.77 +11.3%
47 MELI MERCADOLIBRE INC Consumer Cyclical 131.0 $222K 0.02% NEW $1697.40 +12.4%
48 MDLZ MONDELEZ INTL INC Consumer Defensive 3,828.0 $221K 0.02% NEW $57.84 +10.9%
49 NTRS NORTHERN TR CORP Financial Services 1,271.0 $221K 0.02% NEW $173.84 +6.6%
50 CDNS CADENCE DESIGN SYSTEM INC Technology 588.0 $221K 0.02% NEW $375.32 -16.1%
51 FELG FIDELITY COVINGTON TRUST 5,043.0 $221K 0.02% NEW $43.75 +0.5%
52 AMLP ALPS ETF TR 4,185.0 $217K 0.02% NEW $51.85 +5.9%
53 VTRS VIATRIS INC Healthcare 13,640.0 $217K 0.02% NEW $15.88 +2.3%
54 CGAU CENTERRA GOLD INC Basic Materials 13,614.0 $216K 0.02% NEW $15.86 +42.5%
55 TECHNIPFMC PLC 3,255.0 $216K 0.02% NEW $66.30
56 SMFG SUMITOMO MITSUI FIN GRP INC Financial Services 9,132.0 $215K 0.02% NEW $23.58 +4.2%
57 KR KROGER CO Consumer Defensive 3,876.0 $215K 0.02% NEW $55.53 +1.3%
58 BUD ANHEUSER BUSCH INBEV SA NV Consumer Defensive 2,566.0 $211K 0.02% NEW $82.40 -5.2%
59 TIMB TIM S A Communication Services 9,860.0 $211K 0.02% NEW $21.42 -17.0%
60 IWL ISHARES TR 1,122.0 $208K 0.02% NEW $184.95 +2.9%
Page 3 of 4  ·  65 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%