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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 12 of 22  ·  436 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
221 AMT AMERICAN TOWER CORP Real Estate 2,782.0 $480K 0.05% -1K -30.9% $172.57 +7.9%
222 COP CONOCOPHILLIPS Energy 3,602.0 $475K 0.04% NEW $132.00 -13.4%
223 RCL ROYAL CARIBBEAN GROUP Consumer Cyclical 1,721.0 $474K 0.04% +267.0 +18.4% $275.18 +2.2%
224 HPQ HP INC Technology 24,166.0 $464K 0.04% +13K +115.4% $19.21 +45.2%
225 PBR PETROLEO BRASILEIRO S A Energy 22,305.0 $463K 0.04% NEW $20.75 -9.7%
226 PRU PRUDENTIAL FINL INC Financial Services 4,670.0 $456K 0.04% -582.0 -11.1% $97.69 +3.5%
227 BSV VANGUARD BD INDEX FDS 5,737.0 $450K 0.04% +2K +36.2% $78.41 -0.4%
228 DBEF DBX ETF TR 9,090.0 $449K 0.04% $49.40 +7.7%
229 QCOM QUALCOMM INC Technology 3,464.0 $446K 0.04% +2K +99.1% $128.79 +95.9%
230 BBVA BANCO BILBAO VIZCAYA ARGENTA Financial Services 20,514.0 $444K 0.04% +2K +8.1% $21.66 +8.2%
231 SAIA SAIA INC Industrials 1,246.0 $438K 0.04% -106.0 -7.8% $351.28 +33.9%
232 TXN TEXAS INSTRS INC Technology 2,254.0 $438K 0.04% +882.0 +64.3% $194.14 +62.3%
233 TRGP TARGA RES CORP Energy 1,739.0 $436K 0.04% NEW $250.73 +2.9%
234 BJ BJS WHSL CLUB HLDGS INC Consumer Defensive 4,405.0 $434K 0.04% -601.0 -12.0% $98.42 -14.5%
235 FAST FASTENAL CO Industrials 9,339.0 $433K 0.04% +231.0 +2.5% $46.40 -3.3%
236 COOPER COS INC 6,058.0 $433K 0.04% -1K -16.0% $71.50
237 FIS FIDELITY NATL INFORMATION SV Technology 9,213.0 $432K 0.04% NEW $46.91 -9.8%
238 JKHY HENRY JACK & ASSOC INC Technology 2,727.0 $431K 0.04% -494.0 -15.3% $158.04 -13.4%
239 CALX CALIX INC Technology 8,796.0 $431K 0.04% -859.0 -8.9% $48.99 -20.0%
240 PFG PRINCIPAL FINANCIAL GROUP IN Financial Services 4,770.0 $430K 0.04% +932.0 +24.3% $90.11 +15.6%
Page 12 of 22  ·  436 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%