Back to LVW Advisors, LLC

LVW Advisors, LLC

All holdings · as of Dec 31, 2025

341 positions

CompanyClassValueShares% of portfolio
Snowflake Inc.$267.2K1,2180.0%
HSBC HOLDINGS PLCHSBCADR$267.5K3,4000.0%
Chipotle Mexican Grill Inc$267.5K7,2310.0%
CHEMED CORP$271.3K6340.0%
ISHARES TR$272.0K2,8320.0%
Tompkins Financial Corp$274.2K3,7810.0%
TENET HEALTHCARE CORP$274.4K1,3810.0%
SPOTIFY TECHNOLOGY S A$275.8K4750.0%
Kratos Defense & Security Solutions Inc$278.2K3,6650.0%
Xylem Inc.$289.4K2,1250.0%
CREDIT ACCEPTANCE CORP$290.0K6540.0%
ISHARES TR$291.8K4,0860.0%
Mondelez International, Inc.$292.6K5,4360.0%
nVent Electric plc$295.7K2,9000.0%
IDEXX LABORATORIES INC /DE$297.0K4390.0%
Domino's Pizza Inc.$297.2K7130.0%
QUALCOMM INC/DE$297.7K1,7400.0%
Palo Alto Networks Inc$300.8K1,6330.0%
CHOICE HOTELS INTERNATIONAL INC /DE$300.9K3,1590.0%
SCHWAB CHARLES CORP$302.3K3,0260.0%
HUBBELL INC$310.0K6980.0%
Hamilton Lane INC$310.4K2,3110.0%
CMS ENERGY CORP$311.9K4,4600.0%
PENTAIR plc$314.7K3,0220.0%
DANAHER CORP /DE$314.8K1,3750.0%
United Parcel Service Inc$314.8K3,1740.0%
CONSTELLATION BRANDS, INC.$319.0K2,3120.0%
BRITISH AMERN TOB PLC$320.1K5,6540.0%
Hilton Worldwide Holdings Inc.$321.4K1,1190.0%
TWILIO INC$328.9K2,3120.0%
STRYKER CORP$331.4K9430.0%
VANGUARD BD INDEX FDS$331.9K4,2120.0%
KLA CORP$336.6K2770.0%
Principal Financial Group Inc$338.6K3,8380.0%
Natera, Inc.$339.7K1,4830.0%
Vulcan Materials Co$342.0K1,1990.0%
INTEL CORP$343.4K9,3050.0%
ISHARES TR$345.0K3,8570.0%
BridgeBio Pharma, Inc.$347.0K4,5370.0%
SiteOne Landscape Supply, Inc.$347.6K2,7910.0%
VANGUARD INDEX FDS$348.4K1,3510.0%
Autodesk, Inc.$350.8K1,1850.0%
POOL CORP$351.1K1,5350.0%
Toast, Inc.$356.3K10,0330.0%
MASCO CORP /DE$359.7K5,6680.0%
CARRIER GLOBAL Corp$361.0K6,8310.0%
Universal Display Corp$361.2K3,0930.0%
ARES CAPITAL CORPARCCCommon Stock$362.4K17,9150.0%
FIFTH THIRD BANCORP$362.9K7,7520.0%
Vale S.A.VALEADR$364.0K27,9380.0%
← PrevPage 2 of 7Next →