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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 8 of 9  ·  164 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
141 LYB LYONDELLBASELL INDUSTRIES NV Basic Materials 4,972.0 $262K 0.02% -3K -36.6% $52.65 +28.3%
142 QQQ INVESCO QQQ TR Financial Services 355.0 $261K 0.02% -299.0 -45.7% $735.47 -3.0%
143 WB WEIBO CORP Communication Services 34,835.0 $253K 0.02% -11K -24.5% $7.26 -3.2%
144 BIIB BIOGEN INC Healthcare 1,154.0 $249K 0.02% -535.0 -31.7% $216.06 +0.3%
145 EIX EDISON INTL Utilities 3,318.0 $247K 0.02% -175.0 -5.0% $74.45 -3.8%
146 VICI VICI PPTYS INC Real Estate 9,282.0 $246K 0.02% -287.0 -3.0% $26.55 -0.2%
147 HOOD ROBINHOOD MKTS INC Financial Services 2,455.0 $246K 0.02% -480.0 -16.4% $100.28 +7.8%
148 FMS FRESENIUS MEDICAL CARE AG Healthcare 10,627.0 $240K 0.02% -3K -20.4% $22.61 +3.6%
149 COOPER COS INC 3,250.0 $233K 0.02% -3K -46.4% $71.71
150 THC TENET HEALTHCARE CORP Healthcare 1,232.0 $230K 0.02% -264.0 -17.6% $187.08 +50.1%
151 TTAN SERVICETITAN INC Technology 3,166.0 $224K 0.02% -3K -50.5% $70.71 +34.2%
152 AFL AFLAC INC Financial Services 1,901.0 $223K 0.02% -227.0 -10.7% $117.25 -1.0%
153 ED CONSOLIDATED EDISON INC Utilities 2,012.0 $223K 0.02% -108.0 -5.1% $110.63 -3.9%
154 XYL XYLEM INC Industrials 1,835.0 $217K 0.02% -167.0 -8.3% $118.21 -4.1%
155 WPC WP CAREY INC Real Estate 3,018.0 $216K 0.02% -427.0 -12.4% $71.50 -0.4%
156 CALX CALIX INC Technology 5,689.0 $212K 0.02% -3K -35.3% $37.32 +7.5%
157 ZTS ZOETIS INC Healthcare 2,947.0 $212K 0.02% -653.0 -18.1% $71.86 +8.2%
158 BEONE MEDICINES LTD 739.0 $211K 0.02% -19.0 -2.5% $284.97
159 YUM YUM BRANDS INC Consumer Cyclical 1,309.0 $209K 0.02% -36.0 -2.7% $159.86 -4.3%
160 VCSH VANGUARD SCOTTSDALE FDS 2,616.0 $207K 0.02% -961.0 -26.9% $79.03 -0.6%
Page 8 of 9  ·  164 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 35.8%
Financial Services 17.7%
Industrials 9.2%
Consumer Cyclical 9.0%
Healthcare 8.5%
Communication Services 5.9%
Consumer Defensive 4.4%
Energy 3.5%
Basic Materials 2.5%
Utilities 2.3%