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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 6 of 8  ·  157 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
101 ACWI ISHARES TR 4,201.0 $581K 0.06% +1K +32.1% $138.37 +14.3%
102 PFE PFIZER INC Healthcare 20,693.0 $581K 0.06% +3K +15.4% $28.08 -6.8%
103 CRM SALESFORCE INC Technology 3,062.0 $572K 0.05% +1K +51.7% $186.67 -4.3%
104 RF REGIONS FINANCIAL CORP NEW Financial Services 21,842.0 $571K 0.05% +3K +18.8% $26.12 +6.6%
105 NATWEST GROUP PLC 37,084.0 $553K 0.05% +4K +12.5% $14.90
106 IVV ISHARES TR 840.0 $549K 0.05% +25.0 +3.1% $653.07 +16.0%
107 XMTR XOMETRY INC Industrials 13,413.0 $548K 0.05% +587.0 +4.6% $40.84 +137.6%
108 SAN BANCO SANTANDER SA Financial Services 48,508.0 $547K 0.05% +14K +41.9% $11.28 +10.2%
109 ARQT ARCUTIS BIOTHERAPEUTICS INC Healthcare 23,091.0 $544K 0.05% +902.0 +4.1% $23.56 -7.8%
110 IBM INTERNATIONAL BUSINESS MACHS Technology 2,195.0 $532K 0.05% +81.0 +3.8% $242.39 +9.6%
111 UNP UNION PAC CORP Industrials 2,158.0 $524K 0.05% +452.0 +26.5% $242.65 +10.7%
112 CARR CARRIER GLOBAL CORPORATION Industrials 9,196.0 $518K 0.05% +2K +34.6% $56.31 +13.5%
113 NET CLOUDFLARE INC Technology 2,482.0 $512K 0.05% +133.0 +5.7% $206.34 +9.2%
114 BKNG BOOKING HOLDINGS INC Consumer Cyclical 120.0 $505K 0.05% +25.0 +26.3% $4210.32 -96.0%
115 BX BLACKSTONE INC Financial Services 4,341.0 $499K 0.05% +45.0 +1.1% $115.00 +1.2%
116 PANW PALO ALTO NETWORKS INC Technology 3,029.0 $486K 0.05% +1K +85.5% $160.32 +59.9%
117 RCL ROYAL CARIBBEAN GROUP Consumer Cyclical 1,721.0 $474K 0.04% +267.0 +18.4% $275.18 +1.6%
118 HPQ HP INC Technology 24,166.0 $464K 0.04% +13K +115.4% $19.21 +30.4%
119 BSV VANGUARD BD INDEX FDS 5,737.0 $450K 0.04% +2K +36.2% $78.41 -0.5%
120 QCOM QUALCOMM INC Technology 3,464.0 $446K 0.04% +2K +99.1% $128.79 +90.1%
Page 6 of 8  ·  157 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%