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Portfolio (Quarterly) Guide ↗

LVW Advisors, LLC

· CIK 0001576053
13F Portfolio $1.0B AUM 436 positions Filed Apr 20, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 120 New 157 Added 132 Reduced 25 Exited
Page 10 of 22  ·  436 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
181 IJH ISHARES TR 8,918.0 $602K 0.06% -218.0 -2.4% $67.53 +10.2%
182 SAP SAP SE Technology 3,476.0 $595K 0.06% +280.0 +8.8% $171.21 +2.5%
183 KLAC KLA CORP Technology 404.0 $595K 0.06% +127.0 +45.9% $1472.41 +30.9%
184 CENCORA INC 1,880.0 $591K 0.06% -96.0 -4.9% $314.14
185 SONY SONY GROUP CORP Technology 28,468.0 $589K 0.06% +6K +29.6% $20.70 +4.9%
186 AGG ISHARES TR 5,912.0 $587K 0.06% +2K +49.7% $99.27 -0.3%
187 ROL ROLLINS INC Consumer Cyclical 10,931.0 $584K 0.06% -2K -12.2% $53.41 -7.5%
188 ACWI ISHARES TR 4,201.0 $581K 0.06% +1K +32.1% $138.37 +14.4%
189 PFE PFIZER INC Healthcare 20,693.0 $581K 0.06% +3K +15.4% $28.08 -6.9%
190 CRM SALESFORCE INC Technology 3,062.0 $572K 0.05% +1K +51.7% $186.67 -5.6%
191 RF REGIONS FINANCIAL CORP NEW Financial Services 21,842.0 $571K 0.05% +3K +18.8% $26.12 +6.5%
192 EOG EOG RES INC Energy 3,938.0 $569K 0.05% NEW $144.57 -6.9%
193 UNH UNITEDHEALTH GROUP INC Healthcare 2,054.0 $556K 0.05% -1K -37.0% $270.65 +41.9%
194 ULS UL SOLUTIONS INC Industrials 6,465.0 $554K 0.05% -1K -16.5% $85.71 +17.4%
195 NATWEST GROUP PLC 37,084.0 $553K 0.05% +4K +12.5% $14.90
196 IVV ISHARES TR 840.0 $549K 0.05% +25.0 +3.1% $653.07 +16.1%
197 XMTR XOMETRY INC Industrials 13,413.0 $548K 0.05% +587.0 +4.6% $40.84 +131.5%
198 SAN BANCO SANTANDER SA Financial Services 48,508.0 $547K 0.05% +14K +41.9% $11.28 +10.0%
199 ARQT ARCUTIS BIOTHERAPEUTICS INC Healthcare 23,091.0 $544K 0.05% +902.0 +4.1% $23.56 -9.0%
200 ENERFLEX LTD 25,891.0 $542K 0.05% NEW $20.92
Page 10 of 22  ·  436 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 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%