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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 3 of 4  ·  65 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 CYD CHINA YUCHAI INTL LTD Industrials 4,812.0 $228K 0.02% NEW — $47.41 -31.2%
42 PSMT PRICESMART INC Consumer Defensive 1,166.0 $228K 0.02% NEW — $195.34 -12.8%
43 OMAB GRUPO AEROPORTUARIO DEL CENT Industrials 2,011.0 $227K 0.02% NEW — $113.09 -12.6%
44 SNOW SNOWFLAKE INC Technology 884.0 $225K 0.02% NEW — $254.50 +29.8%
45 CHRW C H ROBINSON WORLDWIDE IN Industrials 1,190.0 $224K 0.02% NEW — $188.34 -20.5%
46 ARGX ARGENX SE Healthcare 240.0 $223K 0.02% NEW — $927.77 +4.6%
47 MELI MERCADOLIBRE INC Consumer Cyclical 131.0 $222K 0.02% NEW — $1697.40 +1.6%
48 MDLZ MONDELEZ INTL INC Consumer Defensive 3,828.0 $221K 0.02% NEW — $57.84 +2.6%
49 NTRS NORTHERN TR CORP Financial Services 1,271.0 $221K 0.02% NEW — $173.84 -0.5%
50 CDNS CADENCE DESIGN SYSTEM INC Technology 588.0 $221K 0.02% NEW — $375.32 -13.6%
51 FELG FIDELITY COVINGTON TRUST — 5,043.0 $221K 0.02% NEW — $43.75 +3.1%
52 AMLP ALPS ETF TR — 4,185.0 $217K 0.02% NEW — $51.85 +0.8%
53 VTRS VIATRIS INC Healthcare 13,640.0 $217K 0.02% NEW — $15.88 +14.1%
54 CGAU CENTERRA GOLD INC Basic Materials 13,614.0 $216K 0.02% NEW — $15.86 +38.8%
55 — TECHNIPFMC PLC — 3,255.0 $216K 0.02% NEW — $66.30 —
56 SMFG SUMITOMO MITSUI FIN GRP INC Financial Services 9,132.0 $215K 0.02% NEW — $23.58 +10.3%
57 KR KROGER CO Consumer Defensive 3,876.0 $215K 0.02% NEW — $55.53 +9.5%
58 BUD ANHEUSER BUSCH INBEV SA NV Consumer Defensive 2,566.0 $211K 0.02% NEW — $82.40 -9.8%
59 TIMB TIM S A Communication Services 9,860.0 $211K 0.02% NEW — $21.42 -16.6%
60 IWL ISHARES TR — 1,122.0 $208K 0.02% NEW — $184.95 +3.0%
Page 3 of 4  ·  65 positions

① 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 35.8%
Financial Services 17.7%
Industrials 9.2%
Consumer Cyclical 9.0%
Healthcare 8.5%
Communication Services 5.9%
Consumer Defensive 4.4%
Energy 3.5%
Basic Materials 2.5%
Utilities 2.3%