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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 15 of 22  ·  436 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
281 IWD ISHARES TR 1,690.0 $361K 0.03% -355.0 -17.4% $213.71 +11.5%
282 T AT&T INC Communication Services 12,403.0 $360K 0.03% NEW $28.99 -14.4%
283 DLTR DOLLAR TREE INC Consumer Defensive 3,278.0 $359K 0.03% NEW $109.51 +1.9%
284 BBIO BRIDGEBIO PHARMA INC Healthcare 4,787.0 $355K 0.03% +250.0 +5.5% $74.26 -9.3%
285 ING ING GROEP N.V. Financial Services 13,579.0 $354K 0.03% NEW $26.05 +18.4%
286 MPC MARATHON PETE CORP Energy 1,442.0 $352K 0.03% NEW $244.18 +3.1%
287 ALL ALLSTATE CORP Financial Services 1,691.0 $351K 0.03% -489.0 -22.4% $207.34 +0.6%
288 XLY SELECT SECTOR SPDR TR 3,216.0 $350K 0.03% NEW $108.98 +11.7%
289 INTU INTUIT Technology 808.0 $349K 0.03% -300.0 -27.1% $432.38 -27.1%
290 IEFA ISHARES TR 3,857.0 $349K 0.03% $90.52 +8.3%
291 NVT NVENT ELEC PLC Industrials 2,944.0 $348K 0.03% +44.0 +1.5% $118.28 +40.6%
292 UPS UNITED PARCEL SVCS INC Industrials 3,532.0 $347K 0.03% +358.0 +11.3% $98.38 +8.0%
293 WBD WARNER BROS DISCOVERY INC Communication Services 12,542.0 $344K 0.03% NEW $27.46 -1.7%
294 VLO VALERO ENERGY CORP Energy 1,388.0 $343K 0.03% NEW $247.08 -1.7%
295 UAL UNITED AIRLS HLDGS INC Industrials 3,701.0 $341K 0.03% NEW $92.07 +24.2%
296 IWF ISHARES TR 797.0 $340K 0.03% $426.19 -70.2%
297 CHIPMOS TECHNOLOGIES INC 9,488.0 $339K 0.03% NEW $35.78
298 TWLO TWILIO INC Communication Services 2,691.0 $339K 0.03% +379.0 +16.4% $125.82 +48.5%
299 NYF ISHARES TR 6,369.0 $338K 0.03% +3K +68.5% $53.12 +0.8%
300 TGT TARGET CORP Consumer Defensive 2,759.0 $334K 0.03% NEW $121.20 +6.5%
Page 15 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%