Position in ADP
as of Jun 30, 2026
· filed Jul 15, 2026
Position Value
$370,189
+$91,223 QoQ
Shares Held
1,653
+20.4% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.08%
of 13F equity value
Holder Rank
#227
of 356 holders
Holding Since
Sep 2023
12 quarters on record
Voting authority
Sole 0.ToString("F0")%
Shared 0.ToString("F0")%
None 100.ToString("F0")%
Common Shares in ADP Over Time
Shares Held
Position Value (USD)
Position in Software - Application
Technology · as of Jun 30, 2026LVW Advisors, LLC holds $6,043,912 across 14 Software - Application names. ADP ranks #6 (6.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | PAYX |
Paychex Inc
|
15,834 | $1,556,957 | |
| 2 | UBER |
Uber Technologies, Inc
|
9,946 | $717,703 | |
| 3 | SHOP |
Shopify Inc.
|
4,994 | $570,214 | |
| 4 | SAP |
Sap SE
|
3,378 | $520,583 | |
| 5 | ZM |
Zoom Communications, Inc.
|
4,761 | $410,921 | |
| 6 | ADP |
Automatic Data Processing Inc
This page
|
1,653 | $370,189 | |
| 7 | NOW |
ServiceNow, Inc.
|
3,267 | $324,347 | |
| 8 | CRM |
Salesforce, Inc.
|
1,837 | $287,784 |
All Filings in ADP
Export CSV
12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $370,189 | 1,653 | Shares | Sole | 2026-07-15 | |
| 2026-03-31 | $278,966 | 1,373 | Shares | Sole | 2026-04-20 | |
| 2025-12-31 | $450,152 | 1,750 | Shares | Sole | 2026-01-14 | |
| 2025-09-30 | $528,887 | 1,802 | Shares | Sole | 2025-10-20 | |
| 2025-06-30 | $564,988 | 1,832 | Shares | Sole | 2025-07-17 | |
| 2025-03-31 | $508,401 | 1,664 | Shares | Sole | 2025-04-09 | |
| 2024-12-31 | $462,806 | 1,581 | Shares | Sole | 2025-01-16 | |
| 2024-09-30 | $448,856 | 1,622 | Shares | Sole | 2024-10-09 | |
| 2024-06-30 | $580,494 | 2,432 | Shares | Sole | 2024-07-15 | |
| 2024-03-31 | $962,497 | 3,854 | Shares | Sole | 2024-04-18 | |
| 2023-12-31 | $725,468 | 3,114 | Shares | Sole | 2024-01-16 | |
| 2023-09-30 | $528,794 | 2,198 | Shares | Sole | 2023-10-11 | |
| No filing history on record for this holder in this stock. | ||||||