Lvz, Inc. Purchases in Q4 2024

Lvz, Inc.

  • $670 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
ITOT
Ishares Core S&P Total U.S. St

ETFs
10.3K
+ 29.48%
$124.26 - $134.12 $1.28M - $1.39M
45.4K $5.84M
COP
Conocophillips

Energy
12.1K
New
$95.12 - $114.72 $1.15M - $1.39M
12.1K $1.2M
DFCF
Dimensional ETF Tr Core Fxd In

ETFs
24.3K
+ 26.68%
$41.17 - $43.34 $1M - $1.05M
115K $4.77M
DFUS
Dimensional ETF Tr U S Equity

ETFs
9.54K
+ 12.9%
$61.52 - $66.5 $587K - $634K
83.5K $5.32M
PSX
Phillips 66

Energy
5.64K
New
$110.35 - $138.93 $623K - $784K
5.64K $642K
AAPL
Apple Inc.

Technology
771
+ 3.27%
$221.69 - $259.02 $171K - $200K
24.4K $6.1M
COST
Costco Wholesale Corp

Consumer Defensive
641
+ 281.14%
$873.59 - $994.69 $560K - $638K
869 $796K
IJJ
Ishares S&P Midcap 400 Value E

ETFs
3.3K
+ 13.31%
$121.89 - $135.52 $402K - $447K
28.1K $3.51M
FTHI
First Trust Exchange Traded Fd

ETFs
18.1K
+ 43.32%
$22.89 - $24.02 $413K - $434K
59.7K $1.39M
DFAS
Dimensional ETF Tr U S Small C

ETFs
5.18K
+ 14.2%
$63.58 - $71.15 $329K - $368K
41.6K $2.71M
BUFR
First Tr Ex Td Viii Ft Cboe Ve

ETFs
9.38K
New
$29.73 - $30.81 $279K - $289K
9.38K $285K
JPM
Jpmorgan Chase & CO

Financial Services
268
+ 3.55%
$205.18 - $250.29 $55K - $67.1K
7.81K $1.87M
XOM
Exxon Mobil Corp

Energy
2.81K
+ 67.82%
$105.51 - $125.37 $296K - $352K
6.95K $747K
VZ
Verizon Communications Inc

Communication Services
7.62K
+ 80.26%
$39.6 - $45.21 $302K - $345K
17.1K $684K
TSLA
Tesla, Inc.

Consumer Cyclical
9
+ 0.52%
$213.65 - $479.86 $1.92K - $4.32K
1.73K $699K
V
Visa Inc.

Financial Services
344
+ 10.49%
$273.87 - $320.91 $94.2K - $110K
3.62K $1.14M
IBD
Northern Lts Fd Tr Iv Inspire

ETFs
14.7K
+ 8.6%
$23.42 - $24.2 $344K - $355K
185K $4.35M
VUG
Vanguard Growth ETF

ETFs
540
New
$378.79 - $428.11 $205K - $231K
540 $221K
CVX
Chevron Corp

Energy
1.52K
New
$141.15 - $162.53 $214K - $246K
1.52K $219K
WHR
Whirlpool Corp

Consumer Cyclical
1.9K
New
$99.28 - $124.45 $189K - $236K
1.9K $217K
VCR
Vanguard Consumer Discretionar

ETFs
538
New
$328.51 - $401.37 $177K - $216K
538 $201K
C
Citigroup Inc

Financial Services
1.67K
+ 20.43%
$61.31 - $72.5 $102K - $121K
9.81K $690K
DNOV
First Tr ETF Viii Ft Cboe Vest

ETFs
3.45K
+ 30.73%
$42.25 - $43.54 $146K - $150K
14.7K $629K
WMT
Walmart Inc.

Consumer Defensive
827
+ 10.34%
$79.1 - $95.7 $65.4K - $79.1K
8.83K $797K
SPOT
Spotify Technology S.A.

Communication Services
125
+ 13.5%
$362.95 - $502.38 $45.4K - $62.8K
1.05K $470K
CSCO
Cisco Systems, Inc.

Technology
1.37K
+ 17.55%
$52.45 - $60.02 $71.6K - $81.9K
9.14K $541K
DUOL
Duolingo, Inc.

Technology
216
+ 15.93%
$278.75 - $373.03 $60.2K - $80.6K
1.57K $509K
MSFT
Microsoft Corp

Technology
375
+ 9.48%
$406.35 - $454.46 $152K - $170K
4.33K $1.82M
NVDA
Nvidia Corp

Technology
376
+ 6.64%
$117.0 - $148.88 $44K - $56K
6.04K $810K
APPF
Appfolio Inc

Technology
383
+ 20.49%
$192.07 - $269.26 $73.6K - $103K
2.25K $555K
IBM
International Business Machines Corp

Technology
501
+ 19.84%
$204.9 - $238.04 $103K - $119K
3.03K $665K
DUHP
Dimensional ETF Tr Dimensional

ETFs
19.7K
+ 0.98%
$33.62 - $35.69 $664K - $705K
2.04M $68.8M
DKS
Dick'S Sporting Goods, Inc.

Consumer Cyclical
272
+ 17.78%
$193.7 - $235.05 $52.7K - $63.9K
1.8K $412K
SPY
Spdr S&P 500 ETF Trust

ETFs
134
+ 12.52%
$567.81 - $607.81 $76.1K - $81.4K
1.2K $705K
RDVY
First Trust Rising Dividend Ac

ETFs
1.5K
+ 19.54%
$58.65 - $64.37 $88.2K - $96.8K
9.2K $544K
PLAB
Photronics Inc

Technology
4.6K
+ 25.29%
$22.8 - $28.06 $105K - $129K
22.8K $537K
SYK
Stryker Corp

Healthcare
194
+ 4.84%
$345.14 - $392.15 $67K - $76.1K
4.2K $1.51M
ITGR
Integer Holdings Corp

Healthcare
435
+ 19.88%
$124.32 - $141.16 $54.1K - $61.4K
2.62K $347K
JXN
Jackson Financial Inc.

Financial Services
842
+ 26.99%
$84.91 - $113.74 $71.5K - $95.8K
3.96K $345K
ROP
Roper Technologies Inc

Industrials
162
+ 25.63%
$519.85 - $575.95 $84.2K - $93.3K
794 $412K
HYLS
First Tr Tactical High Yield L

ETFs
1.8K
+ 6.79%
$41.29 - $42.03 $74.2K - $75.6K
28.3K $1.17M
ISTB
Ihares Core 1 5 Years Usd Bond

ETFs
1.32K
+ 17.2%
$47.58 - $48.56 $63K - $64.3K
9.02K $430K
SLQD
Ishares 0 5 Year Investment Gr

ETFs
1.05K
+ 17.91%
$49.58 - $50.28 $52.2K - $52.9K
6.93K $344K
PGR
Progressive Corp

Financial Services
279
+ 18.39%
$239.6 - $268.88 $66.8K - $75K
1.8K $430K
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
912
+ 5.13%
$50.37 - $50.6 $45.9K - $46.1K
18.7K $940K
MPC
Marathon Petroleum Corp

Energy
699
+ 27.12%
$131.65 - $174.84 $92K - $122K
3.28K $457K
SO
Southern CO

Utilities
1.94K
+ 11.88%
$81.5 - $94.15 $158K - $183K
18.3K $1.5M
VVV
Valvoline Inc

Energy
2.09K
+ 25.14%
$36.18 - $43.41 $75.6K - $90.7K
10.4K $376K
MLPA
Global X Mlp ETF

ETFs
232
+ 2.18%
$47.44 - $52.61 $11K - $12.2K
10.9K $537K
Activity Summary
Buys All Purchases 90 New Holdings 14 Increased Positions 76 Sells All Sells 28 Reductions 28 Sold out 0 Options Calls 0 Puts 0
Track This Portfolio

Track Lvz, Inc. Portfolio

Follow Lvz, Inc. and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Lvz, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Lvz, Inc. with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email