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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 4 of 4  ·  65 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 AA ALCOA CORP Basic Materials 3,932.0 $205K 0.02% NEW — $52.14 -18.2%
62 ENS ENERSYS Industrials 865.0 $202K 0.02% NEW — $233.82 -22.4%
63 MLCO MELCO RESORTS AND ENTMNT LTD Consumer Cyclical 37,661.0 $198K 0.02% NEW — $5.27 -12.9%
64 RXRX RECURSION PHARMACEUTICALS IN Healthcare 12,000.0 $44K 0.00% NEW — $3.67 +15.0%
65 ORBS EIGHTCO HOLDINGS INC Technology 10,000.0 $7K 0.00% NEW — $0.70 +75.4%
Page 4 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%