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Portfolio (Quarterly) Guide ↗

LVW Advisors, LLC

· CIK 0001576053
13F Portfolio $987M AUM Filed Jan 14, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 341 New
Page 15 of 18  ·  341 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
281 CACC CREDIT ACCEP CORP MICH Financial Services 654.0 $290K 0.03% NEW $443.46 +26.4%
282 XYL XYLEM INC Industrials 2,125.0 $289K 0.03% NEW $136.18 -19.2%
283 KTOS KRATOS DEFENSE & SEC SOLUTIO Industrials 3,665.0 $278K 0.03% NEW $75.91 -14.1%
284 SPOT SPOTIFY TECHNOLOGY S A Communication Services 475.0 $276K 0.03% NEW $580.71 -11.0%
285 THC TENET HEALTHCARE CORP Healthcare 1,381.0 $274K 0.03% NEW $198.72 -12.8%
286 TMP TOMPKINS FINL CORP Financial Services 3,781.0 $274K 0.03% NEW $72.52 +19.3%
287 EFA ISHARES TR 2,832.0 $272K 0.03% NEW $96.03 +9.0%
288 CHE CHEMED CORP NEW Healthcare 634.0 $271K 0.03% NEW $427.86 +2.8%
289 CMG CHIPOTLE MEXICAN GRILL INC Consumer Cyclical 7,231.0 $268K 0.03% NEW $37.00 -12.4%
290 HSBC HSBC HLDGS PLC Financial Services 3,400.0 $267K 0.03% NEW $78.67 +18.2%
291 SNOW SNOWFLAKE INC Technology 1,218.0 $267K 0.03% NEW $219.36 +9.0%
292 AEE AMEREN CORP Utilities 2,665.0 $266K 0.03% NEW $99.86 +9.1%
293 RBLX ROBLOX CORP Technology 3,269.0 $265K 0.03% NEW $81.03 -42.2%
294 PFIS PEOPLES FINL SVCS CORP Financial Services 5,393.0 $263K 0.03% NEW $48.71 +23.2%
295 HEFA ISHARES TR 6,321.0 $261K 0.03% NEW $41.36 +10.1%
296 SBUX STARBUCKS CORP Consumer Cyclical 3,103.0 $261K 0.03% NEW $84.21 +19.6%
297 GDX VANECK ETF TRUST 3,004.0 $258K 0.03% NEW $85.77 +1.6%
298 APOS APOLLO GLOBAL MGMT INC Financial Services 1,765.0 $256K 0.03% NEW $144.76 -82.0%
299 AFL AFLAC INC Financial Services 2,317.0 $255K 0.03% NEW $110.27 +2.1%
300 SYF SYNCHRONY FINANCIAL Financial Services 3,048.0 $254K 0.03% NEW $83.43 -14.3%
Page 15 of 18  ·  341 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 33.2%
Financial Services 18.0%
Healthcare 10.0%
Communication Services 9.5%
Consumer Cyclical 8.5%
Industrials 8.2%
Consumer Defensive 5.0%
Utilities 3.2%
Real Estate 1.9%
Energy 1.6%