Lvz, Inc. Incresed Positions in Q1 2025

Lvz, Inc.

  • $632 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
DFAI
Dimensional ETF Tr

ETFs
123K
+ 6.34%
$28.88 - $32.4 $3.55M - $3.98M
2.06M $64.5M
RDVY
First Trust Rising Dividend Ac

ETFs
44.4K
+ 482.41%
$57.22 - $63.39 $2.54M - $2.81M
53.6K $3.14M
AGG
Ishares Core U.S. Aggregate Bo

ETFs
18.3K
+ 5.88%
$95.85 - $99.25 $1.76M - $1.82M
330K $32.7M
IVE
Ishares S&P 500 Value ETF

ETFs
4K
+ 0.92%
$185.78 - $198.58 $743K - $794K
441K $84M
BUFR
First Tr Ex Td Viii Ft Cboe Ve

ETFs
14.6K
+ 156.07%
$29.34 - $31.31 $429K - $458K
24K $712K
FDT
First Trust Developed Markets

ETFs
2.72K
+ 8.8%
$53.51 - $60.98 $145K - $166K
33.6K $1.96M
TPIF
Timothy Plan Intl ETF (De)

ETFs
451
+ 0.44%
$26.06 - $29.44 $11.8K - $13.3K
102K $2.94M
SO
Southern CO

Utilities
476
+ 2.61%
$80.96 - $92.96 $38.5K - $44.2K
18.7K $1.72M
V
Visa Inc.

Financial Services
143
+ 3.95%
$306.92 - $362.71 $43.9K - $51.9K
3.77K $1.32M
VZ
Verizon Communications Inc

Communication Services
794
+ 4.64%
$37.81 - $46.49 $30K - $36.9K
17.9K $812K
LLY
Eli Lilly & CO

Healthcare
81
+ 8.01%
$725.72 - $929.72 $58.8K - $75.3K
1.09K $901K
IEFA
Ishares Tr

ETFs
379
+ 2.26%
$69.57 - $78.65 $26.4K - $29.8K
17.1K $1.3M
MPC
Marathon Petroleum Corp

Energy
651
+ 19.87%
$134.72 - $159.03 $87.7K - $104K
3.93K $572K
IBD
Northern Lts Fd Tr Iv Inspire

ETFs
2.01K
+ 1.08%
$23.28 - $23.95 $46.8K - $48.2K
187K $4.45M
PLAB
Photronics Inc

Technology
8K
+ 35.08%
$19.89 - $24.57 $159K - $197K
30.8K $639K
ROP
Roper Technologies Inc

Industrials
75
+ 9.45%
$502.71 - $593.81 $37.7K - $44.5K
869 $512K
XOM
Exxon Mobil Corp

Energy
154
+ 2.22%
$105.44 - $118.93 $16.2K - $18.3K
7.1K $844K
HCA
Hca Healthcare, Inc.

Healthcare
112
+ 9.96%
$296.7 - $345.55 $33.2K - $38.7K
1.24K $427K
COST
Costco Wholesale Corp

Consumer Defensive
66
+ 7.59%
$890.62 - $1076.86 $58.8K - $71.1K
935 $884K
GD
General Dynamics Corp

Industrials
222
+ 9.36%
$241.94 - $272.58 $53.7K - $60.5K
2.59K $707K
COP
Conocophillips

Energy
102
+ 0.84%
$88.6 - $105.85 $9.04K - $10.8K
12.2K $1.28M
JPM
Jpmorgan Chase & CO

Financial Services
121
+ 1.55%
$225.19 - $279.95 $27.2K - $33.9K
7.93K $1.94M
SYK
Stryker Corp

Healthcare
43
+ 1.02%
$355.18 - $399.9 $15.3K - $17.2K
4.24K $1.58M
FTCS
First Trust Capital Strength E

ETFs
700
+ 29.37%
$86.39 - $91.35 $60.5K - $63.9K
3.08K $276K
TTD
Trade Desk, Inc.

Technology
4.33K
+ 149.31%
$53.59 - $126.58 $232K - $548K
7.23K $395K
C
Citigroup Inc

Financial Services
685
+ 6.98%
$67.23 - $84.63 $46.1K - $58K
10.5K $745K
JXN
Jackson Financial Inc.

Financial Services
746
+ 18.83%
$79.36 - $97.88 $59.2K - $73K
4.71K $394K
XLF
Financial Sector Spdr

ETFs
305
+ 1.52%
$47.32 - $52.19 $14.4K - $15.9K
20.4K $1.02M
HYLS
First Tr Tactical High Yield L

ETFs
1.29K
+ 4.56%
$40.95 - $41.77 $52.9K - $53.9K
29.6K $1.21M
ISTB
Ihares Core 1 5 Years Usd Bond

ETFs
797
+ 8.84%
$47.59 - $48.35 $37.9K - $38.5K
9.82K $474K
NEAR
Blackrock Short Maturity Bond

ETFs
632
+ 3.21%
$50.4 - $50.89 $31.9K - $32.2K
20.3K $1.03M
SLQD
Ishares 0 5 Year Investment Gr

ETFs
609
+ 8.79%
$49.6 - $50.28 $30.2K - $30.6K
7.54K $379K
WMT
Walmart Inc.

Consumer Defensive
585
+ 6.63%
$84.5 - $105.05 $49.4K - $61.5K
9.41K $826K
FCX
Freeport Mcmoran Inc

Basic Materials
720
+ 9.41%
$34.5 - $43.01 $24.8K - $31K
8.37K $317K
EXR
Extra Space Storage Inc.

Real Estate
189
+ 9.56%
$143.8 - $161.28 $27.2K - $30.5K
2.17K $321K
CSCO
Cisco Systems, Inc.

Technology
36
+ 0.39%
$58.74 - $64.87 $2.11K - $2.34K
9.18K $566K
CDRE
Cadre Holdings, Inc.

Industrials
1.33K
+ 13.09%
$29.08 - $39.84 $38.7K - $53K
11.5K $340K
FPE
First Tr Pfd Secs & Income ETF

ETFs
667
+ 2.84%
$17.53 - $17.87 $11.7K - $11.9K
24.1K $424K
JEPI
J P Morgan Exchange Traded Fd

ETFs
211
+ 2.81%
$56.17 - $59.71 $11.9K - $12.6K
7.71K $440K
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
50
+ 0.27%
$50.39 - $50.66 $2.52K - $2.53K
18.7K $948K
DUOL
Duolingo, Inc.

Technology
88
+ 5.6%
$272.49 - $441.39 $24K - $38.8K
1.66K $515K
FDVV
Fidelity High Dividend ETF

ETFs
133
+ 0.79%
$48.86 - $52.28 $6.5K - $6.95K
17K $844K
Sharkninja Inc
486
+ 9.67%
N/A
5.51K $0
Arista Networks Inc
795
+ 10.75%
N/A
8.19K $0
Annaly Capital Management In
470
+ 2.39%
N/A
20.1K $0
RYT
Invesco S&P 500 Equal Weight T

ETFs
1.55K
+ 5.88%
N/A
27.9K $0
First Tr Exchng Traded Fd Vi
24
+ 0.29%
N/A
8.28K $0
FFEB
Ft Tr ETF Viii Ft Cboe Vest Us
786
+ 6.5%
N/A
12.9K $0
J P Morgan Exchange Traded F
65.9K
+ 7.78%
N/A
913K $0
Activity Summary
Buys All Purchases 79 New Holdings 16 Increased Positions 63 Sells All Sells 27 Reductions 27 Sold out 0 Options Calls 0 Puts 0
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