Lvz, Inc. Portfolio Holdings
Lvz, Inc.
- $775 Million
- Q3 2024
Lvz, Inc. has filed its 13F form on October 24, 2024 for Q3 2024 where it was disclosed a total value porftolio of $775 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 $98.6M, Ishares S&P 500 Growth ETF with a value of $91.3M, Ishares S&P 500 Value ETF with a value of $84.8M, Ishares Core S&P Mid Cap ETF with a value of $68.6M, and Dimensional ETF Tr Dimensional with a value of $68.7M.
Examining the 13F form we can see an increase of $45.3M in the current position value, from $730M to 775M.
Below you can find more details about Lvz, Inc. portfolio as well as his latest detailed transactions.
Portfolio value
$775 Million
ETFs: $734 Million
Technology: $12.4 Million
Financial Services: $7.43 Million
Industrials: $4.28 Million
Consumer Cyclical: $4.17 Million
Healthcare: $3.44 Million
Utilities: $2.26 Million
Consumer Defensive: $2.18 Million
Other: $3.46 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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