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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 6  ·  120 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 BIIB BIOGEN INC Healthcare 1,689.0 $310K 0.03% NEW $183.33 +7.4%
62 CRAK VANECK ETF TRUST 6,170.0 $305K 0.03% NEW $49.40 -3.8%
63 BABA ALIBABA GROUP HLDG LTD Consumer Cyclical 2,427.0 $304K 0.03% NEW $125.46 +1.8%
64 XLI SELECT SECTOR SPDR TR 1,870.0 $302K 0.03% NEW $161.73 +7.8%
65 FMS FRESENIUS MEDICAL CARE AG Healthcare 13,346.0 $301K 0.03% NEW $22.56 -4.4%
66 XLC SELECT SECTOR SPDR TR 2,713.0 $301K 0.03% NEW $110.86 +4.9%
67 VRT VERTIV HOLDINGS CO Industrials 1,197.0 $300K 0.03% NEW $250.58 +27.6%
68 RIO RIO TINTO PLC Basic Materials 3,210.0 $299K 0.03% NEW $93.29 +14.3%
69 PSLV SPROTT ASSET MANAGEMENT LP Financial Services 12,165.0 $297K 0.03% NEW $24.39 -2.1%
70 APTIV PLC 4,244.0 $295K 0.03% NEW $69.44
71 SHEL SHELL PLC Energy 3,142.0 $292K 0.03% NEW $93.00 -9.9%
72 HMC HONDA MOTOR CO LTD Consumer Cyclical 11,856.0 $288K 0.03% NEW $24.31 +10.6%
73 IYF ISHARES TR 2,426.0 $285K 0.03% NEW $117.66 +4.1%
74 NOBL PROSHARES TR 2,662.0 $282K 0.03% NEW $106.01 +1.8%
75 COWZ PACER FDS TR 4,353.0 $272K 0.03% NEW $62.56 +2.5%
76 LIN LINDE PLC Basic Materials 545.0 $270K 0.03% NEW $495.76 +2.4%
77 IBAT ISHARES TR 7,818.0 $267K 0.03% NEW $34.11 +35.5%
78 ZM ZOOM COMMUNICATIONS INC Technology 3,200.0 $257K 0.03% NEW $80.39 +24.5%
79 PYPL PAYPAL HLDGS INC Financial Services 5,617.0 $254K 0.02% NEW $45.23 -3.3%
80 NUE NUCOR CORP Basic Materials 1,501.0 $254K 0.02% NEW $169.10 +45.8%
Page 4 of 6  ·  120 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%