Lvz, Inc. Portfolio Holdings
Lvz, Inc.
- $730 Million
- Q2 2024
Lvz, Inc. has filed its 13F form on July 24, 2024 for Q2 2024 where it was disclosed a total value porftolio of $730 Million distributed in 143 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Ishares S&P 500 Growth ETF with a value of $90.7M, First Tr ETF Vi Smid Cap Risin with a value of $90.7M, Ishares S&P 500 Value ETF with a value of $79.1M, Dimensional ETF Tr Dimensional with a value of $65.4M, and Ishares Core S&P Mid Cap ETF with a value of $62.8M.
Examining the 13F form we can see an decrease of $1.28M in the current position value, from $731M to 730M.
Below you can find more details about Lvz, Inc. portfolio as well as his latest detailed transactions.
Portfolio value
$730 Million
ETFs: $693 Million
Technology: $11.5 Million
Financial Services: $6.22 Million
Industrials: $4.38 Million
Consumer Cyclical: $4.28 Million
Healthcare: $2.9 Million
Consumer Defensive: $1.81 Million
Utilities: $1.72 Million
Other: $3.13 Million
Stock Holdings Table Market Cap. of $50 Millions to $300 Millions
| Stock | Market Cap. | Holding Value (Reported) | # of Shares. | Last Trade | Trade History |
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