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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 13 of 22  ·  436 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
241 BTI BRITISH AMERN TOB PLC Consumer Defensive 7,349.0 $430K 0.04% +2K +30.0% $58.47 +8.0%
242 ACN ACCENTURE PLC IRELAND Technology 2,161.0 $429K 0.04% +572.0 +36.0% $198.29 -10.1%
243 EMBJ EMBRAER S.A. Industrials 7,215.0 $428K 0.04% -2K -17.7% $59.34 -1.1%
244 ZTS ZOETIS INC Healthcare 3,600.0 $426K 0.04% -2K -30.0% $118.21 -33.1%
245 WSO WATSCO INC Industrials 1,160.0 $422K 0.04% -125.0 -9.7% $363.79 +0.8%
246 J JACOBS SOLUTIONS INC Industrials 3,283.0 $418K 0.04% -179.0 -5.2% $127.28 -6.8%
247 ANGLOGOLD ASHANTI PLC 4,233.0 $412K 0.04% NEW $97.36
248 BE BLOOM ENERGY CORP Industrials 2,996.0 $406K 0.04% NEW $135.49 +122.9%
249 TTAN SERVICETITAN INC Technology 6,390.0 $406K 0.04% +1K +25.5% $63.46 +5.6%
250 QUAL ISHARES TR 2,114.0 $405K 0.04% $191.81 +12.5%
251 FLEX FLEXTRONICS INTL LTD Technology 6,188.0 $405K 0.04% NEW $65.46 +122.5%
252 WB WEIBO CORP Communication Services 46,123.0 $404K 0.04% NEW $8.75 -10.5%
253 ICE INTERCONTINENTAL EXCHANGE IN Financial Services 2,564.0 $403K 0.04% +61.0 +2.4% $157.27 -5.7%
254 JBL JABIL INC Technology 1,516.0 $403K 0.04% NEW $265.63 +37.1%
255 IWB ISHARES TR 1,127.0 $402K 0.04% $356.56 +15.5%
256 SPYG SPDR SERIES TRUST 4,104.0 $402K 0.04% $97.91 +23.4%
257 NVO NOVO-NORDISK A S Healthcare 10,930.0 $402K 0.04% +1K +15.3% $36.75 +24.2%
258 FDX FEDEX CORP Industrials 1,124.0 $400K 0.04% NEW $356.18 +14.9%
259 BHP BHP BILLITON LIMITED Basic Materials 5,478.0 $398K 0.04% NEW $72.74 +21.3%
260 EFX EQUIFAX INC Industrials 2,209.0 $398K 0.04% -417.0 -15.9% $180.07 -8.4%
Page 13 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%