Lvz, Inc. Incresed Positions in Q2 2025

Lvz, Inc.

  • $701 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
IVW
Ishares S&P 500 Growth ETF

ETFs
14.1K
+ 1.67%
$82.96 - $110.1 $1.17M - $1.55M
860K $94.7M
SDVY
First Tr ETF Vi Smid Cap Risin

ETFs
80.6K
+ 3.02%
$29.52 - $35.31 $2.38M - $2.85M
2.75M $96.9M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
55.8K
+ 5.33%
$51.16 - $62.02 $2.85M - $3.46M
1.1M $68.4M
DUHP
Dimensional ETF Tr Dimensional

ETFs
37.1K
+ 1.85%
$29.36 - $35.56 $1.09M - $1.32M
2.05M $72.8M
IVE
Ishares S&P 500 Value ETF

ETFs
8.64K
+ 1.96%
$168.34 - $195.42 $1.45M - $1.69M
450K $87.9M
JQUA
J P Morgan ETF Tr U S Quality

ETFs
18.4K
+ 2.81%
$50.39 - $60.05 $926K - $1.1M
672K $40.3M
IVV
Ishares Core S&P 500 ETF

ETFs
3.4K
+ 50.01%
$498.8 - $620.9 $1.69M - $2.11M
10.2K $6.33M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
16.3K
+ 147.24%
$90.56 - $109.49 $1.48M - $1.78M
27.4K $2.99M
ITOT
Ishares Core S&P Total U.S. St

ETFs
5.49K
+ 15.15%
$108.12 - $135.04 $593K - $741K
41.7K $5.63M
DFUS
Dimensional ETF Tr U S Equity

ETFs
2.88K
+ 3.91%
$53.65 - $67.02 $155K - $193K
76.5K $5.12M
NVDA
Nvidia Corp

Technology
765
+ 11.0%
$94.31 - $157.99 $72.1K - $121K
7.72K $1.22M
AMZN
Amazon Com Inc

Consumer Cyclical
436
+ 3.52%
$167.32 - $223.3 $73K - $97.4K
12.8K $2.81M
AGG
Ishares Core U.S. Aggregate Bo

ETFs
2.4K
+ 0.73%
$96.84 - $99.46 $232K - $238K
333K $33M
IEFA
Ishares Tr

ETFs
672
+ 3.92%
$67.83 - $84.09 $45.6K - $56.5K
17.8K $1.49M
DFAS
Dimensional ETF Tr U S Small C

ETFs
1.36K
+ 5.48%
$52.31 - $63.72 $71.2K - $86.8K
26.2K $1.67M
AGYS
Agilysys Inc

Technology
4
+ 0.09%
$65.76 - $118.19 $263 - $473
4.31K $493K
SPOT
Spotify Technology S.A.

Communication Services
2
+ 0.27%
$503.3 - $775.9 $1.01K - $1.55K
748 $573K
SYK
Stryker Corp

Healthcare
156
+ 3.68%
$337.37 - $395.63 $52.6K - $61.7K
4.4K $1.74M
SPHQ
Invesco Exchange Traded Fd Tr

ETFs
1.97K
+ 57.3%
$59.24 - $71.39 $116K - $140K
5.4K $384K
COST
Costco Wholesale Corp

Consumer Defensive
103
+ 11.02%
$908.13 - $1056.85 $93.5K - $109K
1.04K $1.03M
FDVV
Fidelity High Dividend ETF

ETFs
1.79K
+ 10.53%
$43.6 - $52.02 $78.2K - $93.3K
18.8K $979K
TTD
Trade Desk, Inc.

Technology
48
+ 0.66%
$45.27 - $79.4 $2.17K - $3.81K
7.28K $523K
DFCF
Dimensional ETF Tr Core Fxd In

ETFs
2.32K
+ 2.23%
$41.1 - $42.37 $95.4K - $98.3K
106K $4.5M
MPC
Marathon Petroleum Corp

Energy
207
+ 5.27%
$118.55 - $170.08 $24.5K - $35.2K
4.13K $686K
XLF
Financial Sector Spdr

ETFs
1.15K
+ 5.62%
$43.92 - $52.37 $50.4K - $60.1K
21.6K $1.13M
VUG
Vanguard Growth ETF

ETFs
168
+ 31.11%
$329.49 - $438.4 $55.4K - $73.7K
708 $310K
FNX
First Tr Mid Cap Core Alphadex

ETFs
121
+ 0.75%
$94.92 - $114.85 $11.5K - $13.9K
16.3K $1.87M
FTHI
First Trust Exchange Traded Fd

ETFs
2.15K
+ 3.6%
$19.66 - $22.85 $42.3K - $49.2K
61.9K $1.42M
WMT
Walmart Inc.

Consumer Defensive
7
+ 0.07%
$81.79 - $99.98 $573 - $700
9.42K $921K
QQQ
Invesco Qqq Trust, Series 1

ETFs
28
+ 2.97%
$416.06 - $551.64 $11.6K - $15.4K
972 $536K
SPY
Spdr S&P 500 ETF Trust

ETFs
25
+ 2.08%
$496.48 - $617.85 $12.4K - $15.4K
1.23K $756K
CSCO
Cisco Systems, Inc.

Technology
138
+ 1.5%
$53.19 - $69.38 $7.34K - $9.57K
9.32K $646K
V
Visa Inc.

Financial Services
166
+ 4.41%
$308.27 - $373.31 $51.2K - $62K
3.93K $1.4M
GOOGL
Alphabet Inc.

Communication Services
157
+ 7.18%
$144.7 - $178.6 $22.7K - $28K
2.35K $413K
IWR
Ishares Russell Mid Cap ETF

ETFs
517
+ 20.68%
$74.88 - $91.97 $38.7K - $47.5K
3.02K $277K
URI
United Rentals, Inc.

Industrials
1
+ 0.21%
$551.94 - $753.4 $552 - $753
482 $363K
FPE
First Tr Pfd Secs & Income ETF

ETFs
3.01K
+ 12.46%
$16.93 - $17.81 $50.9K - $53.6K
27.1K $483K
BUFR
First Tr Ex Td Viii Ft Cboe Ve

ETFs
253
+ 1.05%
$27.3 - $31.8 $6.91K - $8.05K
24.3K $771K
JEPI
J P Morgan Exchange Traded Fd

ETFs
1.04K
+ 13.49%
$51.14 - $57.0 $53.2K - $59.3K
8.75K $497K
FTCS
First Trust Capital Strength E

ETFs
575
+ 18.65%
$81.6 - $92.39 $46.9K - $53.1K
3.66K $332K
MLPX
Global X Mlp & Energy Infrastr

ETFs
1.02K
+ 10.94%
$55.32 - $65.02 $56.6K - $66.6K
10.4K $650K
SUSA
Ishares Tr Msci Usa Esg Select

ETFs
86
+ 2.9%
$101.97 - $126.75 $8.77K - $10.9K
3.05K $386K
SPIB
Spdr Portfolio Intermediate Te

ETFs
1.16K
+ 12.24%
$32.62 - $33.58 $37.7K - $38.9K
10.6K $356K
HD
Home Depot, Inc.

Consumer Cyclical
112
+ 11.41%
$335.24 - $380.78 $37.5K - $42.6K
1.09K $401K
GOOG
Alphabet Inc.

Communication Services
13
+ 0.91%
$146.58 - $180.01 $1.91K - $2.34K
1.44K $255K
SO
Southern CO

Utilities
378
+ 2.02%
$84.91 - $92.56 $32.1K - $35K
19.1K $1.76M
CDRE
Cadre Holdings, Inc.

Industrials
67
+ 0.58%
$28.17 - $36.48 $1.89K - $2.44K
11.6K $368K
APPF
Appfolio Inc

Technology
5
+ 0.21%
$192.02 - $234.65 $960 - $1.17K
2.44K $562K
JXN
Jackson Financial Inc.

Financial Services
11
+ 0.23%
$70.35 - $89.5 $774 - $985
4.72K $419K
Activity Summary
Buys All Purchases 86 New Holdings 15 Increased Positions 71 Sells All Sells 35 Reductions 35 Sold out 0 Options Calls 0 Puts 0
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