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Portfolio (Quarterly) Guide ↗

LVW Advisors, LLC

· CIK 0001576053
13F Portfolio $987M AUM Filed Jan 14, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 341 New
Page 9 of 18  ·  341 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
161 NDSN NORDSON CORP Industrials 2,579.0 $620K 0.06% NEW $240.43 +19.7%
162 PG PROCTER AND GAMBLE CO Consumer Defensive 4,326.0 $620K 0.06% NEW $143.30 +1.0%
163 SLV ISHARES SILVER TR Financial Services 9,566.0 $616K 0.06% NEW $64.42 +5.0%
164 ULS UL SOLUTIONS INC Industrials 7,743.0 $611K 0.06% NEW $78.86 +26.9%
165 IJH ISHARES TR 9,136.0 $603K 0.06% NEW $66.00 +12.9%
166 NOW SERVICENOW INC Technology 3,927.0 $602K 0.06% NEW $153.19 -20.5%
167 KMB KIMBERLY-CLARK CORP Consumer Defensive 5,889.0 $594K 0.06% NEW $100.89 -0.8%
168 PRU PRUDENTIAL FINL INC Financial Services 5,252.0 $593K 0.06% NEW $112.88 -10.4%
169 COOPER COS INC 7,209.0 $591K 0.06% NEW $81.96
170 JKHY HENRY JACK & ASSOC INC Technology 3,221.0 $588K 0.06% NEW $182.48 -25.0%
171 GLD SPDR GOLD TR Financial Services 1,474.0 $584K 0.06% NEW $396.31 +4.9%
172 NATWEST GROUP PLC 32,956.0 $577K 0.06% NEW $17.50
173 ESS ESSEX PPTY TR INC Real Estate 2,183.0 $571K 0.06% NEW $261.68 +4.8%
174 EFX EQUIFAX INC Industrials 2,626.0 $570K 0.06% NEW $216.98 -23.8%
175 EMBJ EMBRAER S.A. Industrials 8,767.0 $564K 0.06% NEW $64.37 -11.9%
176 FOSL FOSSIL GROUP INC Consumer Cyclical 150,000.0 $564K 0.06% NEW $3.76 +20.1%
177 LMT LOCKHEED MARTIN CORP Industrials 1,165.0 $564K 0.06% NEW $483.69 +9.6%
178 SONY SONY GROUP CORP Technology 21,974.0 $563K 0.06% NEW $25.60 -15.7%
179 IVV ISHARES TR 815.0 $559K 0.06% NEW $685.30 +10.9%
180 VICI VICI PPTYS INC Real Estate 19,461.0 $547K 0.06% NEW $28.12 -0.1%
Page 9 of 18  ·  341 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 33.2%
Financial Services 18.0%
Healthcare 10.0%
Communication Services 9.5%
Consumer Cyclical 8.5%
Industrials 8.2%
Consumer Defensive 5.0%
Utilities 3.2%
Real Estate 1.9%
Energy 1.6%