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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 4 of 22  ·  436 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 BNL BROADSTONE NET LEASE INC Real Estate 117,862.0 $2.2M 0.20% $18.27 +11.5%
62 NFLX NETFLIX INC. Communication Services 22,183.0 $2.1M 0.20% +3K +13.5% $96.15 -9.7%
63 VZ VERIZON COMMUNICATIONS INC Communication Services 41,822.0 $2.1M 0.20% +1K +3.4% $50.20 -3.8%
64 PH PARKER-HANNIFIN CORP Industrials 2,195.0 $2.0M 0.19% +95.0 +4.5% $895.24 -5.3%
65 BIL SPDR SERIES TRUST 20,730.0 $1.9M 0.18% -8K -28.8% $91.64 -0.0%
66 RTX RTX CORPORATION Industrials 9,725.0 $1.9M 0.18% +109.0 +1.1% $192.90 -7.3%
67 HCA HCA HEALTHCARE INC Healthcare 3,793.0 $1.8M 0.17% +201.0 +5.6% $473.24 -17.3%
68 SCHA SCHWAB STRATEGIC TR 61,639.0 $1.8M 0.17% -2K -2.6% $29.08 +16.1%
69 NEE NEXTERA ENERGY INC Utilities 19,082.0 $1.8M 0.17% -285.0 -1.5% $92.88 -5.4%
70 KO COCA COLA CO Consumer Defensive 23,144.0 $1.8M 0.17% -3K -11.9% $76.05 +7.1%
71 IWM ISHARES TR 7,081.0 $1.8M 0.17% +330.0 +4.9% $248.00 +16.4%
72 ASML ASML HLDG NV Technology 1,282.0 $1.7M 0.16% +182.0 +16.6% $1320.83 +20.4%
73 WEC WEC ENERGY GROUP INC Utilities 14,601.0 $1.7M 0.16% -2K -12.0% $115.77 -1.9%
74 AEP AMERICAN ELEC PWR CO INC Utilities 12,737.0 $1.7M 0.16% -3K -19.7% $131.08 -1.5%
75 PM PHILIP MORRIS INTL INC Consumer Defensive 9,994.0 $1.7M 0.16% -3K -25.4% $165.34 +10.9%
76 LOW LOWES COS INC Consumer Cyclical 6,866.0 $1.6M 0.15% $236.28 -8.2%
77 VALE VALE S A Basic Materials 101,427.0 $1.6M 0.15% +73K +263.0% $15.91 +2.4%
78 PAYX PAYCHEX INC Industrials 17,443.0 $1.6M 0.15% -1K -5.5% $92.12 +3.3%
79 C CITIGROUP INC Financial Services 14,042.0 $1.6M 0.15% +6K +64.4% $113.41 +10.3%
80 PLD PROLOGIS INC. Real Estate 11,977.0 $1.6M 0.15% -318.0 -2.6% $132.18 +9.6%
Page 4 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%