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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 8 of 22  ·  436 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
141 ABT ABBOTT LABORATORIES Healthcare 7,489.0 $769K 0.07% -3K -31.3% $102.67 -16.0%
142 ECL ECOLAB INC Basic Materials 2,886.0 $768K 0.07% -2K -45.6% $266.02 -2.2%
143 HON HONEYWELL INTL INC Industrials 3,394.0 $767K 0.07% +1K +65.6% $226.03 +3.1%
144 MMM 3M CO Industrials 5,199.0 $755K 0.07% +849.0 +19.5% $145.23 +5.2%
145 ENTERGY CORP NEW 6,695.0 $752K 0.07% -2K -22.0% $112.36
146 APH AMPHENOL CORP Technology 5,648.0 $714K 0.07% +947.0 +20.1% $126.35 +16.9%
147 LMT LOCKHEED MARTIN CORP Industrials 1,179.0 $713K 0.07% +14.0 +1.2% $604.53 -11.1%
148 LPLA LPL FINL HLDGS INC Financial Services 2,357.0 $709K 0.07% -717.0 -23.3% $300.83 -11.6%
149 BLK BLACKROCK INC Financial Services 731.0 $703K 0.07% +146.0 +25.0% $961.86 +8.8%
150 DIS DISNEY WALT CO Communication Services 7,277.0 $701K 0.07% +1K +18.1% $96.38 +7.7%
151 RYANAIR HOLDINGS PLC 12,021.0 $695K 0.07% +6K +91.5% $57.80
152 COF CAPITAL ONE FINL CORP Financial Services 3,798.0 $693K 0.07% +2K +90.3% $182.43 +2.5%
153 WRB BERKLEY W R CORP Financial Services 10,407.0 $690K 0.07% -1K -11.0% $66.28 -3.0%
154 LHX L3HARRIS TECHNOLOGIES INC Industrials 1,997.0 $689K 0.07% +309.0 +18.3% $345.18 -8.8%
155 NEM NEWMONT CORP Basic Materials 6,363.0 $689K 0.07% +4K +173.1% $108.25 -0.0%
156 SHOP SHOPIFY INC Technology 5,801.0 $688K 0.07% +1K +32.8% $118.62 -3.0%
157 TDY TELEDYNE TECHNOLOGIES INC Technology 1,123.0 $679K 0.07% -128.0 -10.2% $605.01 +4.8%
158 APOS APOLLO GLOBAL MGMT INC Financial Services 6,067.0 $676K 0.06% +4K +243.7% $111.42 -76.6%
159 MTB M & T BK CORP Financial Services 3,266.0 $675K 0.06% +1K +51.2% $206.75 +3.7%
160 FCX FREEPORT MCMORAN INC Basic Materials 11,487.0 $675K 0.06% NEW $58.78 +12.0%
Page 8 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%