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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 7 of 24  ·  462 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
121 KMI KINDER MORGAN INC DEL Energy 33,659.0 $1.1M 0.09% $31.97 -3.3%
122 EFG ISHARES TR 8,629.0 $1.1M 0.09% -260.0 -2.9% $124.42 +0.8%
123 RMOP TIDAL TRUST III 41,817.0 $1.1M 0.09% +3K +9.1% $25.54 -2.2%
124 ING ING GROEP N.V. Financial Services 33,907.0 $1.1M 0.09% +20K +149.7% $31.38 +10.8%
125 APH AMPHENOL CORP Technology 5,990.0 $1.1M 0.09% +342.0 +6.1% $176.32 -12.5%
126 TRV TRAVELERS COMPANIES INC Financial Services 3,175.0 $1.0M 0.09% +25.0 +0.8% $330.12 +10.7%
127 EXPE EXPEDIA GROUP INC Consumer Cyclical 4,033.0 $1.0M 0.09% -782.0 -16.2% $255.88 +27.7%
128 CIEN CIENA CORP Technology 2,096.0 $1.0M 0.09% +434.0 +26.1% $490.56 -21.8%
129 LOW LOWES COS INC Consumer Cyclical 4,577.0 $1.0M 0.09% -2K -33.3% $220.49 -1.1%
130 TROW PRICE T ROWE GROUP INC Financial Services 8,864.0 $1.0M 0.09% +2K +21.6% $113.69 -0.5%
131 BMY BRISTOL-MYERS SQUIBB CO Healthcare 17,426.0 $1.0M 0.09% +2K +15.1% $57.62 +17.0%
132 AZN ASTRAZENECA PLC Healthcare 5,241.0 $994K 0.09% -1K -17.3% $189.62 -12.2%
133 DAL DELTA AIR LINES INC Industrials 10,605.0 $993K 0.09% +6K +120.1% $93.66 -11.4%
134 PANW PALO ALTO NETWORKS INC Technology 2,872.0 $979K 0.09% -157.0 -5.2% $341.02 +3.0%
135 DVN DEVON ENERGY CORP NEW Energy 23,532.0 $972K 0.08% -6K -19.0% $41.32 +18.8%
136 IBKR INTERACTIVE BROKERS GROUP IN Financial Services 11,086.0 $965K 0.08% -2K -17.6% $87.04 +6.1%
137 FNDF SCHWAB STRATEGIC TR 18,215.0 $961K 0.08% -1K -6.2% $52.76 +5.8%
138 VOOV VANGUARD ADMIRAL FDS INC 4,236.0 $929K 0.08% NEW $219.21 +4.6%
139 PLTR PALANTIR TECHNOLOGIES INC Technology 7,790.0 $909K 0.08% -439.0 -5.3% $116.67 +51.4%
140 SO SOUTHERN CO Utilities 9,471.0 $906K 0.08% +1K +14.1% $95.71 -5.7%
Page 7 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%