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CIK: 0001574408
Total reported value
$984.3M
$984.3M
144 檔
39.4%
During the Q1 2024 filing period, LVZ, Inc. (CIK: 0001574408) submitted its Form 13F report to the U.S. SEC, disclosing a tracked public equity portfolio valued at $984.3M across 144 reported positions.
LVZ, Inc. executed strategic sector rebalancing during Q1 2024, establishing 12 new positions while fully exiting 16 holdings and trimming 10 positions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | SDVY | First Trust Smid Cap Rising | ETF-Other | 12.75% | -0.18% | — | |
| 2 | IVW | Ishares S&p 500 Growth ETF | ETF-Large Cap & Growth | 11.23% | +0.97% | -9.31% | |
| 3 | IVE | Ishares S&p 500 Value ETF | ETF-Large Cap & Growth | 10.91% | -0.51% | -4.74% | |
| 4 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 9.12% | +0.14% | +124.97% | |
| 5 | DUHP | Dimensional US High Profi Et | ETF-Other | 8.70% | +0.09% | +73.35% | |
| 6 | DFAI | Dimensional International Co | ETF-Other | 7.69% | -0.65% | +0.94% | |
| 7 | FIXD | First Trust Smith Opportunis | ETF-Other | 7.48% | — | +6.99% | |
| 8 | LQD | Ishr Ibx Usd Invgd Cb Etf-ui | ETF-Corp Bonds | 5.68% | — | +4.62% | |
| 9 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 5.37% | +0.15% | -48.03% | |
| 10 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 3.92% | -0.35% | +5.56% | |
| 11 | BIBL | Inspire 100 ETF | ETF-Other | 1.01% | +0.05% | +13.90% | |
| 12 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 0.76% | +0.14% | -5.00% | |
| 13 | IBD | Inspire Corporate Bond ETF | ETF-Corp Bonds | 0.56% | -0.05% | +4.81% | |
| 14 | DFUS | Dimensional US Eq Mkt ETF | ETF-Other | 0.54% | +0.08% | -3.76% | |
| 15 | DFCF | Dimensional Core Fixed Inc | ETF-Other | 0.46% | -0.03% | +6.36% | |
| 16 | AAPL | Apple Inc | Stock-Tech | 0.46% | -0.02% | +0.93% | |
| 17 | ISMD | Inspire Small/mid Cap ETF | ETF-Other | 0.41% | +0.02% | -24.18% | |
| 18 | TPLC | Timothy Pln US Lrg/mid Cap | ETF-Other | 0.40% | -0.02% | -2.09% | |
| 19 | HYG | Ishr Ibx Usd Hiyld Cb Etf-ui | ETF-High Yield | 0.39% | +0.13% | NEW | |
| 20 | FTC | First Trust Large Cap Growth | ETF-Large Cap & Growth | 0.39% | +0.04% | -9.21% | |
| 21 | TPIF | Timothy Plan Intl ETF | ETF-Other | 0.38% | -0.04% | +2.26% | |
| 22 | FTA | First Trust L C Val Alp | ETF-Other | 0.38% | — | +3.29% | |
| 23 | IJJ | Ishares S&p Mid-cap 400 Valu | ETF-Other | 0.37% | — | -10.88% | |
| 24 | ITOT | Ishares Core S&p Total U.s. | ETF-Other | 0.36% | +0.06% | -8.62% | |
| 25 | TPHD | Timothy Plan High Dvd Stck | ETF-Other | 0.32% | — | +2.93% | |
| 26 | OEF | Ishares S&p 100 ETF | ETF-Other | 0.32% | — | -6.11% | |
| 27 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.32% | +0.02% | -1.75% | |
| 28 | FVAL | Fidelity Value Factor ETF | ETF-Other | 0.32% | +0.14% | NEW | |
| 29 | FQAL | Fidelity Quality Factor ETF | ETF-Other | 0.31% | +0.13% | NEW | |
| 30 | IPAC | Ishares Core Msci Pacific Et | ETF-Other | 0.31% | -0.03% | -5.18% | |
| 31 | FMUSD | Ishares Msci Frontier 100 | ETF-Other | 0.30% | — | -4.53% | |
| 32 | FEX | First Trust Large Cap Core A | ETF-Large Cap & Growth | 0.29% | — | +82.58% | |
| 33 | DFAS | Dimensional US Small Cap ETF | ETF-Small Cap | 0.29% | +0.02% | -10.60% | |
| 34 | INCM | Franklin Income Focus ETF | ETF-Other | 0.25% | -0.03% | +1.88% | |
| 35 | FNX | First Trust Mid Cap Core Alp | ETF-Other | 0.24% | — | -60.61% | |
| 36 | FDT | First Trust Develp Mkt Ex-us | ETF-Other | 0.23% | -0.03% | +3.54% | |
| 37 | MSFT | Microsoft CORP | Stock-Tech | 0.18% | — | +5.90% | |
| 38 | HYLS | Ft Tactical High Yield ETF | ETF-High Yield | 0.18% | -0.02% | EXIT | |
| 39 | XLV | Ss Health Care Select Sector | ETF-Other | 0.18% | — | — | |
| 40 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 0.17% | -0.01% | -4.32% | |
| 41 | XLC | Ss Comm Select Sector Spdr | ETF-Other | 0.17% | -0.02% | — | |
| 42 | JPST | Jpmorgan Ultra-short Income | ETF-Other | 0.17% | -0.01% | +7.31% | |
| 43 | SO | Southern Co/the | Stock-Utilities | 0.16% | -0.03% | -0.16% | |
| 44 | SYK | Stryker CORP | Stock-Healthcare | 0.15% | +0.01% | +37.09% | |
| 45 | CASS | Cass Information Systems Inc | Stock-Other | 0.15% | +0.01% | — | |
| 46 | FYX | First Trust Small Cap Core A | ETF-Small Cap | 0.15% | — | -48.31% | |
| 47 | NEAR | Ishares Sh Dba ETF Usd Inc | ETF-Other | 0.15% | -0.02% | -0.30% | |
| 48 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.14% | — | +0.57% | |
| 49 | FDVV | Fidelity High Dividend ETF | ETF-Other | 0.14% | +0.01% | -24.05% | |
| 50 | XLI | Ss Industrial Select Sector | ETF-Other | 0.12% | — | — |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | SDVY | First Trust Smid Cap Rising | +12.8% | NEW | New buy |
| 2 | DUHP | Dimensional US High Profi Et | +4% | +73.35% | Add |
| 3 | DFAI | Dimensional International Co | +0.2% | +0.94% | Add |
| 4 | BIBL | Inspire 100 ETF | +0.2% | +13.90% | Add |
| 5 | XLV | Ss Health Care Select Sector | +0.2% | NEW | New buy |
| 6 | XLC | Ss Comm Select Sector Spdr | +0.2% | NEW | New buy |
| 7 | FEX | First Trust Large Cap Core A | +0.1% | +82.58% | Add |
| 8 | XLI | Ss Industrial Select Sector | +0.1% | NEW | New buy |
| 9 | APPF | Appfolio Inc - A | +0.1% | NEW | New buy |
| 10 | FIXD | First Trust Smith Opportunis | +0.1% | +6.99% | Add |
| 11 | SYK | Stryker CORP | +0.1% | +37.09% | Add |
| 12 | DKS | Dick's Sporting Goods Inc | +0.1% | NEW | New buy |
| 13 | AMZN | Amazon.com Inc | 0% | -1.75% | Trim |
| 14 | PGR | Progressive CORP | 0% | NEW | New buy |
| 15 | ANETEUR | Arista Networks Inc | 0% | NEW | New buy |
| 16 | PSN | Parsons CORP | 0% | NEW | New buy |
| 17 | HCA | Hca Healthcare Inc | 0% | NEW | New buy |
| 18 | DUOL | Duolingo | 0% | NEW | New buy |
| 19 | CDRE | Cadre Holdings Inc | 0% | NEW | New buy |
| 20 | FTA | First Trust L C Val Alp | 0% | +3.29% | Add |
| 21 | TPHD | Timothy Plan High Dvd Stck | 0% | +2.93% | Add |
| 22 | AGG | Ishares Core U.s. Aggregate | 0% | +5.56% | Add |
| 23 | AVNT | Avient CORP | 0% | EXIT | Sold out |
| 24 | BYD | Boyd Gaming CORP | 0% | EXIT | Sold out |
| 25 | HON | Honeywell International Inc | 0% | EXIT | Sold out |
| 26 | FCX | Freeport-mcmoran Inc | 0% | -52.98% | Trim |
| 27 | HAE | Haemonetics Corp/mass | 0% | EXIT | Sold out |
| 28 | LQD | Ishr Ibx Usd Invgd Cb Etf-ui | -0.1% | +4.62% | Add |
| 29 | CMA | Comerica Inc | -0.1% | EXIT | Sold out |
| 30 | GIC | Global Industrial Co | -0.1% | EXIT | Sold out |
| 31 | SYU1 | Synovus Financial CORP | -0.1% | EXIT | Sold out |
| 32 | AMT | American Tower CORP | -0.1% | EXIT | Sold out |
| 33 | MTB | M & T Bank CORP | -0.1% | EXIT | Sold out |
| 34 | HYLS | Ft Tactical High Yield ETF | -0.1% | -19.42% | Trim |
| 35 | HYG | Ishr Ibx Usd Hiyld Cb Etf-ui | -0.1% | -9.38% | Trim |
| 36 | HWC | Hancock Whitney CORP | -0.1% | EXIT | Sold out |
| 37 | AAPL | Apple Inc | -0.1% | +0.93% | Add |
| 38 | IGE | Ishares North American Natur | -0.1% | EXIT | Sold out |
| 39 | ISMD | Inspire Small/mid Cap ETF | -0.1% | -24.18% | Trim |
| 40 | FYX | First Trust Small Cap Core A | -0.1% | -48.31% | Trim |
| 41 | IVE | Ishares S&p 500 Value ETF | -0.2% | -4.74% | Trim |
| 42 | XLY | Ss Consumer Disc Select Sect | -0.2% | EXIT | Sold out |
| 43 | XLK | Ss Technology Select Sector | -0.2% | EXIT | Sold out |
| 44 | IVW | Ishares S&p 500 Growth ETF | -0.2% | -9.31% | Trim |
| 45 | IEMG | Ishares Core Msci Emerging | -0.3% | EXIT | Sold out |
| 46 | IWC | Ishares Micro-cap ETF | -0.3% | EXIT | Sold out |
| 47 | IEUR | Ishares Core Msci Europe ETF | -0.3% | EXIT | Sold out |
| 48 | FNX | First Trust Mid Cap Core Alp | -0.4% | -60.61% | Trim |
| 49 | IJR | Ishares Core S&p Small-cap E | -5.2% | -48.03% | Trim |
| 50 | IJH | Ishares Core S&p Midcap ETF | -10.1% | +124.97% | Add |
According to official SEC Form 13F filings, LVZ, Inc. reported a total U.S. public equity portfolio value of $984.3M across 144 disclosed positions in Q1 2024.
During Q1 2024, LVZ, Inc.'s top holdings by market value included SDVY (12.8%)、IVW (11.2%)、IVE (10.9%). The largest single position, SDVY, represented 12.8% of total portfolio value.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including SDVY, IVW, IVE) accounted for 39.4% of total reported equity market value during Q1 2024.
Top New Position Initiated
SDVY
市值: $93.8M
Top Position Liquidated / Trimmed
IEUR
前期市值: $2.3M
In Q1 2024, LVZ, Inc. made 50 total portfolio adjustments, initiating 12 new buys, adding to 12 positions, trimming 10 holdings, and fully liquidating 16 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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