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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 21 of 24  ·  462 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
401 BKR BAKER HUGHES COMPANY Energy 4,288.0 $238K 0.02% NEW $55.50 +13.1%
402 ENFR ALPS ETF TR 6,235.0 $238K 0.02% NEW $38.10 +4.3%
403 TDTT FLEXSHARES TR 9,914.0 $237K 0.02% NEW $23.91 -1.2%
404 KEYS KEYSIGHT TECHNOLOGIES INC Technology 671.0 $235K 0.02% NEW $350.07 -9.6%
405 COOPER COS INC 3,250.0 $233K 0.02% -3K -46.4% $71.71
406 PSLV SPROTT ASSET MANAGEMENT LP Financial Services 12,336.0 $233K 0.02% +171.0 +1.4% $18.87 +18.5%
407 CMG CHIPOTLE MEXICAN GRILL INC Consumer Cyclical 6,836.0 $232K 0.02% +288.0 +4.4% $34.00 +3.8%
408 DDOG DATADOG INC Technology 890.0 $232K 0.02% NEW $260.36 -10.7%
409 XBI SPDR SERIES TRUST 1,464.0 $232K 0.02% NEW $158.25 +3.2%
410 THC TENET HEALTHCARE CORP Healthcare 1,232.0 $230K 0.02% -264.0 -17.6% $187.08 +45.7%
411 IJS ISHARES TR 1,686.0 $230K 0.02% NEW $136.68 +0.6%
412 CYD CHINA YUCHAI INTL LTD Industrials 4,812.0 $228K 0.02% NEW $47.41 -18.4%
413 PSMT PRICESMART INC Consumer Defensive 1,166.0 $228K 0.02% NEW $195.34 -13.2%
414 OMAB GRUPO AEROPORTUARIO DEL CENT Industrials 2,011.0 $227K 0.02% NEW $113.09 -9.8%
415 SNOW SNOWFLAKE INC Technology 884.0 $225K 0.02% NEW $254.50 +26.2%
416 CHRW C H ROBINSON WORLDWIDE IN Industrials 1,190.0 $224K 0.02% NEW $188.34 -23.6%
417 TTAN SERVICETITAN INC Technology 3,166.0 $224K 0.02% -3K -50.5% $70.71 +30.9%
418 AFL AFLAC INC Financial Services 1,901.0 $223K 0.02% -227.0 -10.7% $117.25 -0.9%
419 ARGX ARGENX SE Healthcare 240.0 $223K 0.02% NEW $927.77 +11.9%
420 ED CONSOLIDATED EDISON INC Utilities 2,012.0 $223K 0.02% -108.0 -5.1% $110.63 -2.1%
Page 21 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%