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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 16 of 24  ·  462 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
301 ADP AUTOMATIC DATA PROCESSING IN Industrials 1,653.0 $370K 0.03% +280.0 +20.4% $223.95 +25.1%
302 MUB ISHARES TR 3,377.0 $363K 0.03% -152.0 -4.3% $107.62 -2.1%
303 ITW ILLINOIS TOOL WKS INC Industrials 1,342.0 $363K 0.03% +101.0 +8.1% $270.47 +4.6%
304 MPWR MONOLITHIC PWR SYS INC Technology 262.0 $362K 0.03% +66.0 +33.7% $1382.36 -4.9%
305 CYTK CYTOKINETICS INC Healthcare 4,234.0 $361K 0.03% +252.0 +6.3% $85.19 -9.4%
306 GDX VANECK ETF TRUST 4,764.0 $359K 0.03% NEW $75.45 +36.2%
307 O REALTY INCOME CORP Real Estate 5,778.0 $358K 0.03% NEW $61.96 +1.2%
308 TMP TOMPKINS FINL CORP Financial Services 3,781.0 $357K 0.03% $94.52 +2.9%
309 EQR EQUITY RESIDENTIAL Real Estate 5,240.0 $356K 0.03% -1K -20.3% $67.93 -6.3%
310 PFIS PEOPLES FINL SVCS CORP Financial Services 5,283.0 $351K 0.03% -110.0 -2.0% $66.37 +5.3%
311 BWA BORGWARNER INC Consumer Cyclical 5,266.0 $350K 0.03% NEW $66.40 +1.9%
312 APA APA CORPORATION Energy 10,670.0 $348K 0.03% +2K +22.6% $32.57 +34.3%
313 SSL SASOL LTD Basic Materials 35,338.0 $347K 0.03% NEW $9.82 +27.0%
314 XLI SELECT SECTOR SPDR TR 1,870.0 $346K 0.03% $185.23 -2.5%
315 FITB FIFTH THIRD BANCORP Financial Services 6,139.0 $346K 0.03% -240.0 -3.8% $56.37 -2.8%
316 KGC KINROSS GOLD CORP Basic Materials 14,617.0 $345K 0.03% -2K -9.5% $23.62 +38.8%
317 BABA ALIBABA GROUP HLDG LTD Consumer Cyclical 3,587.0 $344K 0.03% +1K +47.8% $95.98 +24.7%
318 IWF ISHARES TR 2,770.0 $344K 0.03% +2K +247.6% $124.15 -1.5%
319 FDX FEDEX CORP Industrials 1,097.0 $344K 0.03% -27.0 -2.4% $313.13 +4.2%
320 NYF ISHARES TR 6,369.0 $343K 0.03% $53.91 -2.1%
Page 16 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 35.8%
Financial Services 17.7%
Industrials 9.2%
Consumer Cyclical 9.0%
Healthcare 8.5%
Communication Services 5.9%
Consumer Defensive 4.4%
Energy 3.5%
Basic Materials 2.5%
Utilities 2.3%