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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 18 of 24  ·  462 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
341 PWR QUANTA SVCS INC Industrials 433.0 $312K 0.03% +29.0 +7.2% $720.04 -8.0%
342 STZ CONSTELLATION BRANDS INC Consumer Defensive 2,239.0 $311K 0.03% -187.0 -7.7% $139.09 -3.6%
343 EFV ISHARES TR 4,048.0 $310K 0.03% -38.0 -0.9% $76.55 +6.4%
344 WMB WILLIAMS COS INC Energy 4,167.0 $310K 0.03% +1K +44.5% $74.34 -3.6%
345 ABNB AIRBNB INC Consumer Cyclical 2,140.0 $306K 0.03% +111.0 +5.5% $143.10 +29.3%
346 DB DEUTSCHE BK AG Financial Services 9,033.0 $305K 0.03% -4K -30.9% $33.76 +11.3%
347 GWW WW GRAINGER INC Industrials 224.0 $305K 0.03% +5.0 +2.3% $1360.40 -4.4%
348 CW CURTISS WRIGHT CORP Industrials 398.0 $302K 0.03% NEW $757.76 -14.4%
349 HUBB HUBBELL INC Industrials 574.0 $300K 0.03% -52.0 -8.3% $523.20 -10.2%
350 NOBL PROSHARES TR 5,324.0 $299K 0.03% +3K +100.0% $56.16 +4.0%
351 SIBN SI BONE INC Healthcare 18,302.0 $299K 0.03% +3K +21.9% $16.32 +19.4%
352 UTHY RBB FD INC 7,332.0 $298K 0.03% NEW $40.68 -4.4%
353 FOXA FOX CORP Communication Services 5,678.0 $296K 0.03% +2K +62.0% $52.16 +30.3%
354 EFA ISHARES TR 2,832.0 $294K 0.03% $103.88 +3.3%
355 TGT TARGET CORP Consumer Defensive 2,249.0 $294K 0.03% -510.0 -18.5% $130.61 +21.2%
356 IBAT ISHARES TR 6,503.0 $293K 0.03% -1K -16.8% $45.06 -11.4%
357 T AT&T INC Communication Services 14,101.0 $292K 0.03% +2K +13.7% $20.70 +21.5%
358 DHR DANAHER CORP DEL Healthcare 1,532.0 $292K 0.03% -213.0 -12.2% $190.48 +13.4%
359 XLC SELECT SECTOR SPDR TR 2,713.0 $291K 0.03% $107.13 +3.3%
360 IYF ISHARES TR 2,263.0 $289K 0.03% -163.0 -6.7% $127.51 +5.7%
Page 18 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%