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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 17 of 22  ·  436 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
321 ZBRA ZEBRA TECHNOLOGIES CORPORATI Technology 1,470.0 $307K 0.03% -212.0 -12.6% $209.08 +19.5%
322 HUBB HUBBELL INC Industrials 626.0 $307K 0.03% -72.0 -10.3% $490.74 -2.9%
323 CRAK VANECK ETF TRUST 6,170.0 $305K 0.03% NEW $49.40 -2.5%
324 BABA ALIBABA GROUP HLDG LTD Consumer Cyclical 2,427.0 $304K 0.03% NEW $125.46 -0.4%
325 EFV ISHARES TR 4,086.0 $304K 0.03% $74.35 +5.8%
326 XLI SELECT SECTOR SPDR TR 1,870.0 $302K 0.03% NEW $161.73 +7.7%
327 FMS FRESENIUS MEDICAL CARE AG Healthcare 13,346.0 $301K 0.03% NEW $22.56 -3.8%
328 XLC SELECT SECTOR SPDR TR 2,713.0 $301K 0.03% NEW $110.86 +5.0%
329 VRT VERTIV HOLDINGS CO Industrials 1,197.0 $300K 0.03% NEW $250.58 +26.0%
330 RIO RIO TINTO PLC Basic Materials 3,210.0 $299K 0.03% NEW $93.29 +14.2%
331 TMP TOMPKINS FINL CORP Financial Services 3,781.0 $298K 0.03% $78.84 +9.2%
332 PSLV SPROTT ASSET MANAGEMENT LP Financial Services 12,165.0 $297K 0.03% NEW $24.39 -1.9%
333 FITB FIFTH THIRD BANCORP Financial Services 6,379.0 $296K 0.03% -1K -17.7% $46.46 +7.2%
334 APTIV PLC 4,244.0 $295K 0.03% NEW $69.44
335 SHEL SHELL PLC Energy 3,142.0 $292K 0.03% NEW $93.00 -9.3%
336 BSY BENTLEY SYS INC Technology 8,316.0 $292K 0.03% -5K -36.0% $35.12 -8.3%
337 TOST TOAST INC Technology 10,982.0 $291K 0.03% +949.0 +9.5% $26.51 -5.9%
338 NOW SERVICENOW INC Technology 2,762.0 $289K 0.03% -1K -29.7% $104.55 +2.7%
339 ADBE ADOBE INC Technology 1,187.0 $289K 0.03% -265.0 -18.2% $243.08 -0.9%
340 HMC HONDA MOTOR CO LTD Consumer Cyclical 11,856.0 $288K 0.03% NEW $24.31 +12.3%
Page 17 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%