LVW Advisors, LLC

Position in MDT — Medtronic plc

CIK 1576053 PITTSFORD, NY

Position in MDT

as of Jun 30, 2026 · filed Jul 15, 2026 Compact

Position Value

$636,635

-$522,308 QoQ

Shares Held

8,138

-39.2% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.14%

of 13F equity value

Holder Rank

#171

of 335 holders

Holding Since

Jun 2020

24 quarters on record

Voting authority Sole 0.ToString("F0")% Shared 0.ToString("F0")% None 100.ToString("F0")%

Healthcare · as of Jun 30, 2026

LVW Advisors, LLC holds $2,211,610 across 5 Medical Devices names. MDT ranks #1 (28.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MDT	Medtronic plc This page	8,138	$636,635
2	ABT	Abbott Laboratories	6,979	$633,274
3	SYK	Stryker Corp	1,357	$427,237
4	SIBN	SI-BONE, Inc.	18,302	$298,688
5	INMD	InMode Ltd.	14,759	$215,776

24 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$636,635	8,138	-39.2%	Shares	Sole	2026-07-15
2026-03-31	$1,158,943	13,375	-54.7%	Shares	Sole	2026-04-20
2025-12-31	$2,833,289	29,495	-4.6%	Shares	Sole	2026-01-14
2025-09-30	$2,943,868	30,910	+10.8%	Shares	Sole	2025-10-20
2025-06-30	$2,431,084	27,889	+13.4%	Shares	Sole	2025-07-17
2025-03-31	$2,210,466	24,599	+24.8%	Shares	Sole	2025-04-09
2024-12-31	$1,574,195	19,707	+7.4%	Shares	Sole	2025-01-16
2024-09-30	$1,651,960	18,349	+51.4%	Shares	Sole	2024-10-09
2024-06-30	$953,807	12,118	-23.7%	Shares	Sole	2024-07-15
2024-03-31	$1,384,987	15,892	+25.9%	Shares	Sole	2024-04-18
2023-12-31	$1,039,717	12,621	-37.1%	Shares	Sole	2024-01-16
2023-09-30	$1,571,744	20,058	-31.9%	Shares	Sole	2023-10-11
2023-06-30	$2,595,866	29,465	-3.6%	Shares	Sole	2023-07-14
2023-03-31	$2,464,956	30,575	+27.6%	Shares	Sole	2023-05-03
2022-12-31	$1,862,404	23,963	-11.2%	Shares	Sole	2023-01-19
2022-09-30	$2,179,523	26,991	-1.8%	Shares	Sole	2022-10-14
2022-06-30	$2,467,855	27,497	+8.9%	Shares	Sole	2022-07-22
2022-03-31	$2,800,710	25,243	-0.9%	Shares	Sole	2022-05-02
2021-09-30	$3,193,165	25,474	-0.1%	Shares	Sole	2021-11-02
2021-06-30	$3,165,563	25,502	-2.5%	Shares	Sole	2021-07-15
2021-03-31	$3,090,280	26,160	-0.6%	Shares	Sole	2021-04-19
2020-12-31	$3,082,773	26,317	+3.4%	Shares	Sole	2021-02-04
2020-09-30	$2,645,387	25,456	+1.8%	Shares	Sole	2020-10-29
2020-06-30	$2,293,233	25,008	—	Shares	Sole	2020-08-11
No filing history on record for this holder in this stock.