Lvz, Inc. Reduced Holdings in Q3 2025

Lvz, Inc.

  • $742 Million
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
IJH
Ishares Core S&P Mid Cap ETF

ETFs
-1.02M
- 92.83%
$62.09 - $66.51 $63.5M - $68.1M
79K $5.16M
DUHP
Dimensional ETF Tr Dimensional

ETFs
-254K
- 12.39%
$35.76 - $37.93 $9.07M - $9.62M
1.79M $67.7M
DFAI
Dimensional ETF Tr

ETFs
-192K
- 9.34%
$34.05 - $36.55 $6.54M - $7.02M
1.86M $67.8M
ISMD
Northern Lts Fd Tr Iv

ETFs
-32.8K
- 52.21%
$35.1 - $39.69 $1.15M - $1.3M
30K $1.17M
FNX
First Tr Mid Cap Core Alphadex

ETFs
-6.75K
- 41.46%
$115.08 - $126.88 $777K - $856K
9.53K $1.19M
IEUR
Ishares Tr Ishares Core Msci E

ETFs
-7.1K
- 26.76%
$64.17 - $68.19 $456K - $484K
19.4K $1.32M
TPIF
Timothy Plan Intl ETF (De)

ETFs
-12.1K
- 12.52%
$31.81 - $33.66 $386K - $409K
84.8K $2.83M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
-4.24K
- 15.5%
$108.46 - $120.63 $460K - $512K
23.1K $2.75M
DFAS
Dimensional ETF Tr U S Small C

ETFs
-5.26K
- 20.06%
$63.41 - $69.69 $333K - $366K
21K $1.43M
FDT
First Trust Developed Markets

ETFs
-5.64K
- 16.96%
$68.09 - $76.05 $384K - $429K
27.6K $2.08M
SPHQ
Invesco Exchange Traded Fd Tr

ETFs
-1.74K
- 32.22%
$70.77 - $73.59 $123K - $128K
3.66K $268K
XOM
Exxon Mobil Corp

Energy
-1.24K
- 17.45%
$105.83 - $117.22 $131K - $145K
5.86K $660K
OEF
Ishares S&P 100 ETF

ETFs
-316
- 5.09%
N/A
5.89K $1.57M
HYG
Ishares Tr

ETFs
-794
- 2.6%
$79.85 - $81.32 $63.4K - $64.6K
29.7K $2.41M
AGYS
Agilysys Inc

Technology
-62
- 1.44%
$103.28 - $119.39 $6.4K - $7.4K
4.24K $446K
IEMG
Ishares Inc

ETFs
-819
- 2.7%
N/A
29.5K $1.58M
IWR
Ishares Russell Mid Cap ETF

ETFs
-517
- 17.14%
$92.26 - $97.51 $47.7K - $50.4K
2.5K $241K
HYLS
First Tr Tactical High Yield L

ETFs
-982
- 3.38%
$41.62 - $42.32 $40.9K - $41.6K
28.1K $1.18M
MLPX
Global X Mlp & Energy Infrastr

ETFs
-470
- 4.53%
$59.5 - $62.99 $28K - $29.6K
9.91K $621K
FTCS
First Trust Capital Strength E

ETFs
-341
- 9.32%
$89.72 - $93.74 $30.6K - $32K
3.32K $310K
VUG
Vanguard Growth ETF

ETFs
-104
- 14.69%
$433.97 - $484.08 $45.1K - $50.3K
604 $289K
JEPI
J P Morgan Exchange Traded Fd

ETFs
-340
- 3.89%
$55.61 - $57.37 $18.9K - $19.5K
8.41K $480K
SPIB
Spdr Portfolio Intermediate Te

ETFs
-479
- 4.52%
$33.26 - $34.01 $15.9K - $16.3K
10.1K $343K
FPE
First Tr Pfd Secs & Income ETF

ETFs
-1.22K
- 4.48%
$17.81 - $18.39 $21.7K - $22.4K
25.9K $472K
IGD
Voya Global Equity Dividend & Premium Opportunity Fund

Financial Services
-1.35K
- 9.98%
$5.7 - $6.01 $7.68K - $8.1K
12.2K $72K
FDVV
Fidelity High Dividend ETF

ETFs
-1.27K
- 6.72%
$52.42 - $55.71 $66.4K - $70.5K
17.6K $978K
Arista Networks Inc
-1.64K
- 19.99%
N/A
6.58K $0
Annaly Capital Management In
-1.58K
- 7.02%
N/A
21K $0
SLQD
Ishares 0 5 Year Investment Gr

ETFs
-2
- 0.04%
$50.29 - $50.86 $101 - $102
5.06K $257K
ISTB
Ihares Core 1 5 Years Usd Bond

ETFs
-3
- 0.05%
$48.31 - $48.93 $145 - $147
6.6K $322K
CVX
Chevron Corp

Energy
-64
- 3.78%
$145.57 - $161.83 $9.32K - $10.4K
1.63K $252K
CII
Blackrock Enhanced Capital & Income Fund, Inc.

Financial Services
-401
- 2.91%
$21.0 - $23.0 $8.42K - $9.22K
13.4K $307K
QQQ
Invesco Qqq Trust, Series 1

ETFs
-45
- 4.63%
$546.99 - $602.2 $24.6K - $27.1K
927 $556K
HD
Home Depot, Inc.

Consumer Cyclical
-46
- 4.2%
$357.4 - $423.42 $16.4K - $19.5K
1.05K $424K
SUSA
Ishares Tr Msci Usa Esg Select

ETFs
-3
- 0.1%
$126.64 - $135.65 $380 - $407
3.05K $413K
SPY
Spdr S&P 500 ETF Trust

ETFs
-28
- 2.29%
$617.65 - $666.84 $17.3K - $18.7K
1.2K $797K
PSX
Phillips 66

Energy
-80
- 1.42%
$118.37 - $139.46 $9.47K - $11.2K
5.56K $756K
FVAL
Fidelity Covington Tr Value Fa

ETFs
-767
- 2.71%
$63.74 - $69.18 $48.9K - $53.1K
27.5K $1.9M
FQAL
Fidelity Covington Tr Quality

ETFs
-640
- 2.47%
$69.69 - $74.72 $44.6K - $47.8K
25.3K $1.89M
GNTX
Gentex Corp

Consumer Cyclical
-1.33K
- 5.98%
$22.66 - $29.06 $30K - $38.5K
20.8K $589K
IWC
Russell Micro Cap ETF

ETFs
-550
- 3.76%
$127.86 - $151.39 $70.3K - $83.3K
14.1K $2.1M
BIBL
Northern Lts Fd Tr Iv

ETFs
-457
- 0.3%
$41.43 - $44.43 $18.9K - $20.3K
151K $6.69M
Activity Summary
Buys All Purchases 79 New Holdings 10 Increased Positions 69 Sells All Sells 43 Reductions 43 Sold out 0 Options Calls 0 Puts 0
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