LVW Advisors, LLC

Position in WSO — Watsco Inc

CIK 1576053 PITTSFORD, NY

Position in WSO

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

Position Value

$375,057

-$46,939 QoQ

Shares Held

900

-22.4% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

0.08%

of 13F equity value

Holder Rank

#498

of 780 holders

Holding Since

Jun 2022

17 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Industrials · as of Jun 30, 2026

LVW Advisors, LLC holds $2,354,708 across 4 Industrial Distribution names. WSO ranks #3 (15.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	XMTR	Xometry, Inc.	13,201	$1,274,160
2	FAST	Fastenal Co	8,344	$400,762
3	WSO	Watsco Inc This page	900	$375,057
4	GWW	W.W. Grainger, Inc.	224	$304,729

17 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$375,057	900	-22.4%	Shares	Sole	2026-07-15
2026-03-31	$421,996	1,160	-9.7%	Shares	Sole	2026-04-20
2025-12-31	$432,980	1,285	-12.1%	Shares	Sole	2026-01-14
2025-09-30	$591,086	1,462	-12.1%	Shares	Sole	2025-10-20
2025-06-30	$734,855	1,664	-8.7%	Shares	Sole	2025-07-17
2025-03-31	$926,630	1,823	-4.8%	Shares	Sole	2025-04-09
2024-12-31	$907,025	1,914	-0.6%	Shares	Sole	2025-01-16
2024-09-30	$947,360	1,926	+12.5%	Shares	Sole	2024-10-09
2024-06-30	$793,066	1,712	+11.7%	Shares	Sole	2024-07-15
2024-03-31	$662,210	1,533	-3.9%	Shares	Sole	2024-04-18
2023-12-31	$683,838	1,596	+0.4%	Shares	Sole	2024-01-16
2023-09-30	$600,574	1,590	-7.5%	Shares	Sole	2023-10-11
2023-06-30	$655,746	1,719	-0.9%	Shares	Sole	2023-07-14
2023-03-31	$551,689	1,734	-2.5%	Shares	Sole	2023-05-03
2022-12-31	$443,682	1,779	-6.3%	Shares	Sole	2023-01-19
2022-09-30	$488,916	1,899	+6.6%	Shares	Sole	2022-10-14
2022-06-30	$425,577	1,782	—	Shares	Sole	2022-07-22
No filing history on record for this holder in this stock.