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 $50 Millions to $300 Millions
| Stock | Market Cap. | Holding Value (Reported) | # of Shares. | Last Trade | Trade History |
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