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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 18 of 22  ·  436 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
341 PFIS PEOPLES FINL SVCS CORP Financial Services 5,393.0 $288K 0.03% $53.33 +12.2%
342 KMB KIMBERLY-CLARK CORP Consumer Defensive 2,978.0 $287K 0.03% -3K -49.4% $96.47 +3.9%
343 MAS MASCO CORP Industrials 4,732.0 $286K 0.03% -936.0 -16.5% $60.37 +16.7%
344 IYF ISHARES TR 2,426.0 $285K 0.03% NEW $117.66 +3.8%
345 RMD RESMED INC Healthcare 1,265.0 $284K 0.03% -457.0 -26.5% $224.48 -8.5%
346 VCSH VANGUARD SCOTTSDALE FDS 3,577.0 $284K 0.03% -2K -30.1% $79.27 -0.2%
347 THC TENET HEALTHCARE CORP Healthcare 1,496.0 $282K 0.03% +115.0 +8.3% $188.71 -5.8%
348 NOBL PROSHARES TR 2,662.0 $282K 0.03% NEW $106.01 -49.0%
349 OLLI OLLIES BARGAIN OUTLET HLDGS Consumer Defensive 3,040.0 $280K 0.03% -955.0 -23.9% $92.04 -8.2%
350 ADP AUTOMATIC DATA PROCESSING IN Industrials 1,373.0 $279K 0.03% -377.0 -21.5% $203.18 +8.2%
351 HLNE HAMILTON LANE INC Financial Services 2,787.0 $277K 0.03% +476.0 +20.6% $99.40 -11.9%
352 EFA ISHARES TR 2,832.0 $275K 0.03% $97.13 +7.8%
353 COWZ PACER FDS TR 4,353.0 $272K 0.03% NEW $62.56 +3.3%
354 LIN LINDE PLC Basic Materials 545.0 $270K 0.03% NEW $495.76 +1.3%
355 HEFA ISHARES TR 6,321.0 $269K 0.03% $42.50 +7.1%
356 IBAT ISHARES TR 7,818.0 $267K 0.03% NEW $34.11 +38.7%
357 CYTK CYTOKINETICS INC Healthcare 3,982.0 $262K 0.03% $65.91 +15.2%
358 VICI VICI PPTYS INC Real Estate 9,569.0 $261K 0.03% -10K -50.8% $27.32 +3.6%
359 BR BROADRIDGE FINL SOLUTIONS IN Technology 1,594.0 $259K 0.03% -2K -60.7% $162.48 -7.9%
360 CACC CREDIT ACCEP CORP MICH Financial Services 608.0 $257K 0.03% -46.0 -7.0% $423.46 +32.0%
Page 18 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%