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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 13 of 24  ·  462 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
241 PRU PRUDENTIAL FINL INC Financial Services 4,483.0 $484K 0.04% -187.0 -4.0% $107.93 +13.3%
242 BTI BRITISH AMERN TOB PLC Consumer Defensive 7,818.0 $483K 0.04% +469.0 +6.4% $61.76 -8.2%
243 HST HOST HOTELS & RESORTS INC Real Estate 20,303.0 $481K 0.04% +8K +63.4% $23.71 -2.3%
244 ECL ECOLAB INC Basic Materials 1,698.0 $473K 0.04% -1K -41.2% $278.61 +1.1%
245 VB VANGUARD INDEX FDS 1,544.0 $468K 0.04% +155.0 +11.2% $303.14 +0.4%
246 IWB ISHARES TR 1,127.0 $462K 0.04% $409.50 +2.4%
247 HLT HILTON WORLDWIDE HLDGS INC Consumer Cyclical 1,395.0 $461K 0.04% +339.0 +32.1% $330.46 +0.1%
248 RIO RIO TINTO PLC Basic Materials 4,833.0 $459K 0.04% +2K +50.6% $94.93 +10.3%
249 EMBJ EMBRAER S.A. Industrials 7,184.0 $458K 0.04% $63.80 +20.4%
250 BPOP POPULAR INC Financial Services 2,776.0 $456K 0.04% +1K +70.1% $164.18 +3.2%
251 B BARRICK MNG CORP Basic Materials 12,324.0 $453K 0.04% +3K +33.0% $36.73 +28.4%
252 ADI ANALOG DEVICES INC Technology 1,138.0 $452K 0.04% +131.0 +13.0% $397.17 -5.3%
253 BSV VANGUARD BD INDEX FDS 5,737.0 $447K 0.04% $77.91 -0.4%
254 VRTX VERTEX PHARMACEUTICALS INC Healthcare 898.0 $446K 0.04% -190.0 -17.5% $496.73 +10.1%
255 VLO VALERO ENERGY CORP Energy 1,706.0 $444K 0.04% +318.0 +22.9% $260.44 +33.0%
256 SAIA SAIA INC Industrials 1,049.0 $442K 0.04% -197.0 -15.8% $421.16 -12.8%
257 AMT AMERICAN TOWER CORP Real Estate 2,699.0 $441K 0.04% -83.0 -3.0% $163.56 +7.9%
258 UBS UBS GROUP AG Financial Services 8,815.0 $437K 0.04% NEW $49.56 +7.4%
259 MPC MARATHON PETE CORP Energy 1,696.0 $434K 0.04% +254.0 +17.6% $255.67 +42.1%
260 UPS UNITED PARCEL SVCS INC Industrials 4,028.0 $433K 0.04% +496.0 +14.0% $107.50 -4.0%
Page 13 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%