Lvz, Inc. Portfolio Holdings

Lvz, Inc.

  • $670 Million
  • Q4 2024

Lvz, Inc. has filed its 13F form on February 06, 2025 for Q4 2024 where it was disclosed a total value porftolio of $670 Million distributed in 149 stocks.

Among their holdings, we can observe that their the top five positions include companies like: First Tr ETF Vi Smid Cap Risin with a value of $97.8M, Ishares S&P 500 Growth ETF with a value of $96.1M, Ishares S&P 500 Value ETF with a value of $83.4M, Dimensional ETF Tr Dimensional with a value of $68.8M, and Ishares Core S&P Mid Cap ETF with a value of $66.6M.

Examining the 13F form we can see an decrease of $105M in the current position value, from $775M to 670M.

Below you can find more details about Lvz, Inc. portfolio as well as his latest detailed transactions.

Portfolio value $670 Million
ETFs: $626 Million
Technology: $12.9 Million
Financial Services: $7.51 Million
Consumer Cyclical: $5.05 Million
Industrials: $4.21 Million
Energy: $3.64 Million
Healthcare: $3.26 Million
Consumer Defensive: $2.41 Million
Other: $4.72 Million

Stock Holdings Table Market Cap. of $10 Billions to $200 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$141B
$1.51 Million 0.23% of portfolio
4,200
Q4 2024 Added 4.84%
$100B
$1.5 Million 0.22% of portfolio
18,268
Q4 2024 Added 11.88%
$134B
$1.2 Million 0.18% of portfolio
12,081
Q4 2024 New
$137B
$690,000 0.1% of portfolio
9,813
Q4 2024 Added 20.43%
$191B
$684,000 0.1% of portfolio
17,119
Q4 2024 Added 80.26%
$59.4B
$642,000 0.1% of portfolio
5,643
Q4 2024 New
$125B
$606,000 0.09% of portfolio
3,731
Q2 2023 Reduced 56.56%
$74.8B
$624,000 0.09% of portfolio
2,372
Q4 2024 Added 16.05%
$34.4B
$538,000 0.08% of portfolio
5,728
Q2 2024 Reduced 0.87%
$108B
$516,000 0.08% of portfolio
1,557
Q3 2024 Added 0.65%
$72.6B
$457,000 0.07% of portfolio
3,276
Q4 2024 Added 27.12%
$106B
$470,000 0.07% of portfolio
1,051
Q4 2024 Added 13.5%
$62.5B
$412,000 0.06% of portfolio
794
Q4 2024 Added 25.63%
$166B
$430,000 0.06% of portfolio
1,796
Q4 2024 Added 18.39%
$79.5B
$410,000 0.06% of portfolio
3,280
Q4 2024 Reduced 7.61%
$11.2B
$412,000 0.06% of portfolio
1,802
Q4 2024 Added 17.78%
$43.4B
$309,000 0.05% of portfolio
439
Q4 2024 Added 18.33%
$24.3B
$340,000 0.05% of portfolio
2,900
Q4 2023 New
$78.1B
$342,000 0.05% of portfolio
539
Q4 2024 Reduced 1.82%
$99.2B
$337,000 0.05% of portfolio
1,124
Q4 2024 Added 20.99%
$64.8B
$338,000 0.05% of portfolio
2,729
Q4 2022 New
$16.3B
$253,000 0.04% of portfolio
6,897
Q3 2024 New
$20.6B
$247,000 0.04% of portfolio
3,246
Q4 2024 Reduced 0.03%
$19.9B
$295,000 0.04% of portfolio
1,977
Q4 2024 Added 20.62%
$99.1B
$258,000 0.04% of portfolio
1,500
Q3 2024 New
$54.1B
$291,000 0.04% of portfolio
7,654
Q4 2024 Added 19.5%
$166B
$227,000 0.03% of portfolio
456
Q2 2024 New

Summary

  • Portfolio
  • No. of Stocks 149
  • Current Value $670 Million
  • Prior Value $775 Million
  • Filing
  • Period Q4 2024
  • Filing Date February 06, 2025
  • Form Type 13F-HR
  • Activity in Q4 2024
  • New Purchases 14 stocks
  • Additional Purchases 76 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 28 stocks
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