Lvz, Inc. Incresed Positions in Q4 2024

Lvz, Inc.

  • $670 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
ITOT
Ishares Core S&P Total U.S. St

ETFs
10.3K
+ 29.48%
$124.26 - $134.12 $1.28M - $1.39M
45.4K $5.84M
DFCF
Dimensional ETF Tr Core Fxd In

ETFs
24.3K
+ 26.68%
$41.17 - $43.34 $1M - $1.05M
115K $4.77M
DFUS
Dimensional ETF Tr U S Equity

ETFs
9.54K
+ 12.9%
$61.52 - $66.5 $587K - $634K
83.5K $5.32M
AAPL
Apple Inc.

Technology
771
+ 3.27%
$221.69 - $259.02 $171K - $200K
24.4K $6.1M
COST
Costco Wholesale Corp

Consumer Defensive
641
+ 281.14%
$873.59 - $994.69 $560K - $638K
869 $796K
IJJ
Ishares S&P Midcap 400 Value E

ETFs
3.3K
+ 13.31%
$121.89 - $135.52 $402K - $447K
28.1K $3.51M
FTHI
First Trust Exchange Traded Fd

ETFs
18.1K
+ 43.32%
$22.89 - $24.02 $413K - $434K
59.7K $1.39M
DFAS
Dimensional ETF Tr U S Small C

ETFs
5.18K
+ 14.2%
$63.58 - $71.15 $329K - $368K
41.6K $2.71M
AGG
Ishares Core U.S. Aggregate Bo

ETFs
16.4K
+ 5.56%
$96.64 - $101.23 $1.59M - $1.66M
312K $30.2M
JPM
Jpmorgan Chase & CO

Financial Services
268
+ 3.55%
$205.18 - $250.29 $55K - $67.1K
7.81K $1.87M
VZ
Verizon Communications Inc

Communication Services
7.62K
+ 80.26%
$39.6 - $45.21 $302K - $345K
17.1K $684K
TSLA
Tesla, Inc.

Consumer Cyclical
9
+ 0.52%
$213.65 - $479.86 $1.92K - $4.32K
1.73K $699K
V
Visa Inc.

Financial Services
344
+ 10.49%
$273.87 - $320.91 $94.2K - $110K
3.62K $1.14M
IBD
Northern Lts Fd Tr Iv Inspire

ETFs
14.7K
+ 8.6%
$23.42 - $24.2 $344K - $355K
185K $4.35M
C
Citigroup Inc

Financial Services
1.67K
+ 20.43%
$61.31 - $72.5 $102K - $121K
9.81K $690K
DNOV
First Tr ETF Viii Ft Cboe Vest

ETFs
3.45K
+ 30.73%
$42.25 - $43.54 $146K - $150K
14.7K $629K
WMT
Walmart Inc.

Consumer Defensive
827
+ 10.34%
$79.1 - $95.7 $65.4K - $79.1K
8.83K $797K
SPOT
Spotify Technology S.A.

Communication Services
125
+ 13.5%
$362.95 - $502.38 $45.4K - $62.8K
1.05K $470K
CSCO
Cisco Systems, Inc.

Technology
1.37K
+ 17.55%
$52.45 - $60.02 $71.6K - $81.9K
9.14K $541K
DUOL
Duolingo, Inc.

Technology
216
+ 15.93%
$278.75 - $373.03 $60.2K - $80.6K
1.57K $509K
NVDA
Nvidia Corp

Technology
376
+ 6.64%
$117.0 - $148.88 $44K - $56K
6.04K $810K
MSFT
Microsoft Corp

Technology
375
+ 9.48%
$406.35 - $454.46 $152K - $170K
4.33K $1.82M
APPF
Appfolio Inc

Technology
383
+ 20.49%
$192.07 - $269.26 $73.6K - $103K
2.25K $555K
IBM
International Business Machines Corp

Technology
501
+ 19.84%
$204.9 - $238.04 $103K - $119K
3.03K $665K
DUHP
Dimensional ETF Tr Dimensional

ETFs
19.7K
+ 0.98%
$33.62 - $35.69 $664K - $705K
2.04M $68.8M
DKS
Dick'S Sporting Goods, Inc.

Consumer Cyclical
272
+ 17.78%
$193.7 - $235.05 $52.7K - $63.9K
1.8K $412K
SPY
Spdr S&P 500 ETF Trust

ETFs
134
+ 12.52%
$567.81 - $607.81 $76.1K - $81.4K
1.2K $705K
RDVY
First Trust Rising Dividend Ac

ETFs
1.5K
+ 19.54%
$58.65 - $64.37 $88.2K - $96.8K
9.2K $544K
PLAB
Photronics Inc

Technology
4.6K
+ 25.29%
$22.8 - $28.06 $105K - $129K
22.8K $537K
SYK
Stryker Corp

Healthcare
194
+ 4.84%
$345.14 - $392.15 $67K - $76.1K
4.2K $1.51M
ITGR
Integer Holdings Corp

Healthcare
435
+ 19.88%
$124.32 - $141.16 $54.1K - $61.4K
2.62K $347K
JXN
Jackson Financial Inc.

Financial Services
842
+ 26.99%
$84.91 - $113.74 $71.5K - $95.8K
3.96K $345K
ROP
Roper Technologies Inc

Industrials
162
+ 25.63%
$519.85 - $575.95 $84.2K - $93.3K
794 $412K
HYLS
First Tr Tactical High Yield L

ETFs
1.8K
+ 6.79%
$41.29 - $42.03 $74.2K - $75.6K
28.3K $1.17M
ISTB
Ihares Core 1 5 Years Usd Bond

ETFs
1.32K
+ 17.2%
$47.58 - $48.56 $63K - $64.3K
9.02K $430K
SLQD
Ishares 0 5 Year Investment Gr

ETFs
1.05K
+ 17.91%
$49.58 - $50.28 $52.2K - $52.9K
6.93K $344K
PGR
Progressive Corp

Financial Services
279
+ 18.39%
$239.6 - $268.88 $66.8K - $75K
1.8K $430K
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
912
+ 5.13%
$50.37 - $50.6 $45.9K - $46.1K
18.7K $940K
MPC
Marathon Petroleum Corp

Energy
699
+ 27.12%
$131.65 - $174.84 $92K - $122K
3.28K $457K
SO
Southern CO

Utilities
1.94K
+ 11.88%
$81.5 - $94.15 $158K - $183K
18.3K $1.5M
VVV
Valvoline Inc

Energy
2.09K
+ 25.14%
$36.18 - $43.41 $75.6K - $90.7K
10.4K $376K
MLPA
Global X Mlp ETF

ETFs
232
+ 2.18%
$47.44 - $52.61 $11K - $12.2K
10.9K $537K
PSN
Parsons Corp

Industrials
686
+ 18.29%
$92.25 - $113.31 $63.3K - $77.7K
4.44K $409K
CDRE
Cadre Holdings, Inc.

Industrials
2.06K
+ 25.39%
$31.0 - $40.22 $63.8K - $82.8K
10.2K $328K
URI
United Rentals, Inc.

Industrials
68
+ 18.33%
$704.44 - $880.32 $47.9K - $59.9K
439 $309K
GD
General Dynamics Corp

Industrials
328
+ 16.05%
$260.28 - $314.03 $85.4K - $103K
2.37K $624K
Sharkninja Inc
922
+ 22.48%
N/A
5.02K $0
RYT
Invesco S&P 500 Equal Weight T

ETFs
1.67K
+ 6.76%
N/A
26.4K $0
First Tr Exchng Traded Fd Vi
2.94K
+ 44.82%
N/A
9.51K $0
Activity Summary
Buys All Purchases 90 New Holdings 14 Increased Positions 76 Sells All Sells 28 Reductions 28 Sold out 0 Options Calls 0 Puts 0
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