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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 19 of 22  ·  436 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
361 ZM ZOOM COMMUNICATIONS INC Technology 3,200.0 $257K 0.03% NEW $80.39 +23.7%
362 ABNB AIRBNB INC Consumer Cyclical 2,029.0 $256K 0.02% +468.0 +30.0% $126.28 +4.0%
363 EIX EDISON INTL Utilities 3,493.0 $256K 0.02% -731.0 -17.3% $73.18 -3.6%
364 PYPL PAYPAL HLDGS INC Financial Services 5,617.0 $254K 0.02% NEW $45.23 -2.6%
365 NUE NUCOR CORP Basic Materials 1,501.0 $254K 0.02% NEW $169.10 +46.9%
366 DELL DELL TECHNOLOGIES INC Technology 1,544.0 $253K 0.02% NEW $164.09 +96.1%
367 THO THOR INDS INC Consumer Cyclical 3,171.0 $253K 0.02% -669.0 -17.4% $79.89 -1.1%
368 ALGN ALIGN TECHNOLOGY INC Healthcare 1,472.0 $252K 0.02% NEW $171.43 -0.9%
369 CMS CMS ENERGY CORP Utilities 3,246.0 $252K 0.02% -1K -27.2% $77.58 -5.3%
370 CVS CVS HEALTH CORP Healthcare 3,469.0 $249K 0.02% NEW $71.82 +30.1%
371 REMX VANECK ETF TRUST 2,809.0 $247K 0.02% -325.0 -10.4% $88.01 +14.1%
372 SHW SHERWIN WILLIAMS CO Basic Materials 764.0 $245K 0.02% NEW $320.55 -4.7%
373 PNR PENTAIR PLC Industrials 2,805.0 $244K 0.02% -217.0 -7.2% $87.11 -18.3%
374 ED CONSOLIDATED EDISON INC Utilities 2,120.0 $240K 0.02% -3K -57.5% $113.18 -6.0%
375 UTEN RBB FD INC 5,496.0 $240K 0.02% -13K -69.8% $43.60 -1.1%
376 XYL XYLEM INC Industrials 2,002.0 $239K 0.02% -123.0 -5.8% $119.50 -8.9%
377 GWW WW GRAINGER INC Industrials 219.0 $239K 0.02% -154.0 -41.3% $1090.81 +14.8%
378 HST HOST HOTELS & RESORTS INC Real Estate 12,422.0 $238K 0.02% NEW $19.16 +22.3%
379 NTRA NATERA INC Healthcare 1,181.0 $236K 0.02% -302.0 -20.4% $199.99 +3.5%
380 IDXX IDEXX LABS INC Healthcare 419.0 $235K 0.02% -20.0 -4.6% $561.89 +0.3%
Page 19 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%