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LVW Advisors, LLC

All holdings · as of Dec 31, 2025

341 positions

CompanyClassValueShares% of portfolio
VANGUARD INDEX FDS—$348.4K1,3510.0%
SiteOne Landscape Supply, Inc.—$347.6K2,7910.0%
BridgeBio Pharma, Inc.—$347.0K4,5370.0%
ISHARES TR—$345.0K3,8570.0%
INTEL CORP—$343.4K9,3050.0%
Vulcan Materials Co—$342.0K1,1990.0%
Natera, Inc.—$339.7K1,4830.0%
Principal Financial Group Inc—$338.6K3,8380.0%
KLA CORP—$336.6K2770.0%
VANGUARD BD INDEX FDS—$331.9K4,2120.0%
STRYKER CORP—$331.4K9430.0%
TWILIO INC—$328.9K2,3120.0%
Hilton Worldwide Holdings Inc.—$321.4K1,1190.0%
BRITISH AMERN TOB PLC—$320.1K5,6540.0%
CONSTELLATION BRANDS, INC.—$319.0K2,3120.0%
United Parcel Service Inc—$314.8K3,1740.0%
DANAHER CORP /DE—$314.8K1,3750.0%
PENTAIR plc—$314.7K3,0220.0%
CMS ENERGY CORP—$311.9K4,4600.0%
Hamilton Lane INC—$310.4K2,3110.0%
HUBBELL INC—$310.0K6980.0%
SCHWAB CHARLES CORP—$302.3K3,0260.0%
CHOICE HOTELS INTERNATIONAL INC /DE—$300.9K3,1590.0%
Palo Alto Networks Inc—$300.8K1,6330.0%
QUALCOMM INC/DE—$297.7K1,7400.0%
Domino's Pizza Inc.—$297.2K7130.0%
IDEXX LABORATORIES INC /DE—$297.0K4390.0%
nVent Electric plc—$295.7K2,9000.0%
Mondelez International, Inc.—$292.6K5,4360.0%
ISHARES TR—$291.8K4,0860.0%
CREDIT ACCEPTANCE CORP—$290.0K6540.0%
Xylem Inc.—$289.4K2,1250.0%
Kratos Defense & Security Solutions Inc—$278.2K3,6650.0%
SPOTIFY TECHNOLOGY S A—$275.8K4750.0%
TENET HEALTHCARE CORP—$274.4K1,3810.0%
Tompkins Financial Corp—$274.2K3,7810.0%
ISHARES TR—$272.0K2,8320.0%
CHEMED CORP—$271.3K6340.0%
Chipotle Mexican Grill Inc—$267.5K7,2310.0%
HSBC HOLDINGS PLCHSBCADR$267.5K3,4000.0%
Snowflake Inc.—$267.2K1,2180.0%
Ameren Corp—$266.1K2,6650.0%
ROBLOX Corp—$264.9K3,2690.0%
PEOPLES FINANCIAL SERVICES CORP.—$262.7K5,3930.0%
ISHARES TR—$261.4K6,3210.0%
STARBUCKS CORP—$261.3K3,1030.0%
VANECK ETF TRUST—$257.7K3,0040.0%
Apollo Global Management, Inc.—$255.5K1,7650.0%
AFLAC INC—$255.5K2,3170.0%
Synchrony Financial—$254.3K3,0480.0%
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