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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 12 of 24  ·  462 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
221 PEG PUBLIC SVC ENTERPRISE GROUP Utilities 6,674.0 $542K 0.05% +481.0 +7.8% $81.16 -8.5%
222 EOG EOG RES INC Energy 4,141.0 $537K 0.05% +203.0 +5.2% $129.73 +17.9%
223 EVTR MORGAN STANLEY ETF TRUST 10,593.0 $537K 0.05% NEW $50.71 -1.2%
224 BX BLACKSTONE INC Financial Services 4,551.0 $536K 0.05% +210.0 +4.8% $117.67 +22.4%
225 CVS CVS HEALTH CORP Healthcare 5,167.0 $535K 0.05% +2K +49.0% $103.45 -9.2%
226 SCHW SCHWAB CHARLES CORP Financial Services 5,747.0 $530K 0.05% -865.0 -13.1% $92.27 +20.5%
227 RCL ROYAL CARIBBEAN GROUP Consumer Cyclical 1,670.0 $530K 0.05% -51.0 -3.0% $317.53 -7.7%
228 HPQ HP INC Technology 24,162.0 $530K 0.05% $21.94 +35.3%
229 ALLE ALLEGION PLC Industrials 3,772.0 $530K 0.05% -803.0 -17.6% $140.49 +15.5%
230 IGSB ISHARES TR 10,103.0 $529K 0.05% -5K -33.4% $52.41 -0.5%
231 UAL UNITED AIRLS HLDGS INC Industrials 3,863.0 $525K 0.04% +162.0 +4.4% $135.99 -17.0%
232 SAP SAP SE Technology 3,378.0 $521K 0.04% -98.0 -2.8% $154.11 +40.4%
233 COP CONOCOPHILLIPS Energy 4,979.0 $518K 0.04% +1K +38.2% $103.96 +30.5%
234 ALL ALLSTATE CORP Financial Services 2,174.0 $517K 0.04% +483.0 +28.6% $237.94 +7.7%
235 BBDO BANCO BRADESCO S A Financial Services 170,287.0 $511K 0.04% +13K +8.1% $3.00 +1.7%
236 NVT NVENT ELEC PLC Industrials 2,969.0 $504K 0.04% +25.0 +0.8% $169.61 -8.1%
237 DBEF DBX ETF TR 9,090.0 $497K 0.04% $54.63 +1.9%
238 LYG LLOYDS BANKING GROUP PLC Financial Services 84,234.0 $491K 0.04% +48K +134.2% $5.83 +3.3%
239 BAP CREDICORP LTD Financial Services 1,257.0 $490K 0.04% +590.0 +88.5% $389.58 -3.6%
240 SPYG SPDR SERIES TRUST 4,104.0 $488K 0.04% $118.99 +1.0%
Page 12 of 24  ·  462 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%