Lvz, Inc. Portfolio Holdings
Lvz, Inc.
- $632 Million
- Q1 2025
Lvz, Inc. has filed its 13F form on April 22, 2025 for Q1 2025 where it was disclosed a total value porftolio of $632 Million distributed in 148 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 $89.3M, Ishares S&P 500 Value ETF with a value of $84M, Ishares S&P 500 Growth ETF with a value of $78.5M, Dimensional ETF Tr Dimensional with a value of $66.6M, and Dimensional ETF Tr with a value of $64.5M.
Examining the 13F form we can see an decrease of $38.4M in the current position value, from $670M to 632M.
Below you can find more details about Lvz, Inc. portfolio as well as his latest detailed transactions.
Portfolio value
$632 Million
ETFs: $588 Million
Technology: $12.7 Million
Financial Services: $7.85 Million
Industrials: $4.15 Million
Healthcare: $4.12 Million
Energy: $3.64 Million
Consumer Cyclical: $3.57 Million
Consumer Defensive: $2.55 Million
Other: $4.56 Million