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CIK: 0001574408
Total reported value
$984.3M
$984.3M
149 檔
41.9%
As reported in its official Q4 2024 Form 13F filing, LVZ, Inc.'s tracked investment portfolio stood at $984.3M with 149 total positions.
In Q4 2024, LVZ, Inc. displayed an active expansion posture, initiating 13 new positions and adding to 18 existing holdings, outstripping position reductions.
In terms of portfolio concentration, the top 5 core holdings (including SDVY, IVW, IVE) accounted for 41.9% of total reported equity market value during Q4 2024.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | SDVY | First Trust Smid Cap Rising | ETF-Other | 12.54% | -0.18% | +0.65% | |
| 2 | IVW | Ishares S&p 500 Growth ETF | ETF-Large Cap & Growth | 12.32% | +0.97% | -0.73% | |
| 3 | IVE | Ishares S&p 500 Value ETF | ETF-Large Cap & Growth | 10.70% | -0.51% | +1.56% | |
| 4 | DUHP | Dimensional US High Profi Et | ETF-Other | 8.82% | +0.09% | +0.98% | |
| 5 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 8.54% | +0.14% | -2.92% | |
| 6 | FTCB | Ft Core Investment Grade ETF | ETF-Corp Bonds | 7.29% | -0.88% | — | |
| 7 | DFAI | Dimensional International Co | ETF-Other | 7.27% | -0.65% | +2.76% | |
| 8 | JBND | Jpmorgan Active Bond ETF | ETF-Other | 5.68% | -0.69% | — | |
| 9 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 5.03% | +0.15% | -4.58% | |
| 10 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 3.87% | -0.35% | +5.56% | |
| 11 | BIBL | Inspire 100 ETF | ETF-Other | 0.93% | +0.05% | +2.23% | |
| 12 | AAPL | Apple Inc | Stock-Tech | 0.78% | -0.02% | +3.27% | |
| 13 | ITOT | Ishares Core S&p Total U.s. | ETF-Other | 0.75% | +0.06% | +29.48% | |
| 14 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 0.69% | +0.14% | -4.78% | |
| 15 | DFUS | Dimensional US Eq Mkt ETF | ETF-Other | 0.68% | +0.08% | +12.90% | |
| 16 | DFCF | Dimensional Core Fixed Inc | ETF-Other | 0.61% | -0.03% | +26.68% | |
| 17 | IBD | Inspire Corporate Bond ETF | ETF-Corp Bonds | 0.56% | -0.05% | +8.60% | |
| 18 | IJJ | Ishares S&p Mid-cap 400 Valu | ETF-Other | 0.45% | — | +13.31% | |
| 19 | FTC | First Trust Large Cap Growth | ETF-Large Cap & Growth | 0.39% | +0.04% | -2.25% | |
| 20 | ISMD | Inspire Small/mid Cap ETF | ETF-Other | 0.38% | +0.02% | +0.47% | |
| 21 | TPLC | Timothy Pln US Lrg/mid Cap | ETF-Other | 0.37% | -0.02% | +1.99% | |
| 22 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.36% | +0.02% | -1.14% | |
| 23 | FTA | First Trust L C Val Alp | ETF-Other | 0.35% | — | +0.46% | |
| 24 | DFAS | Dimensional US Small Cap ETF | ETF-Small Cap | 0.35% | +0.02% | +14.20% | |
| 25 | TPIF | Timothy Plan Intl ETF | ETF-Other | 0.35% | -0.04% | +2.79% | |
| 26 | HYG | Ishr Ibx Usd Hiyld Cb Etf-ui | ETF-High Yield | 0.31% | +0.13% | NEW | |
| 27 | TPHD | Timothy Plan High Dvd Stck | ETF-Other | 0.30% | — | +2.78% | |
| 28 | FEX | First Trust Large Cap Core A | ETF-Large Cap & Growth | 0.28% | — | -0.70% | |
| 29 | INCM | Franklin Income Focus ETF | ETF-Other | 0.28% | -0.03% | +9.78% | |
| 30 | IWC | Ishares Micro-cap ETF | ETF-Other | 0.25% | +0.16% | NEW | |
| 31 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.24% | — | +3.55% | |
| 32 | FNX | First Trust Mid Cap Core Alp | ETF-Other | 0.24% | — | +0.22% | |
| 33 | FQAL | Fidelity Quality Factor ETF | ETF-Other | 0.23% | +0.13% | NEW | |
| 34 | MSFT | Microsoft CORP | Stock-Tech | 0.23% | — | +9.48% | |
| 35 | FDT | First Trust Develp Mkt Ex-us | ETF-Other | 0.21% | -0.03% | +2.85% | |
| 36 | SYK | Stryker CORP | Stock-Healthcare | 0.19% | +0.01% | +4.84% | |
| 37 | SO | Southern Co/the | Stock-Utilities | 0.19% | -0.03% | +11.88% | |
| 38 | FTHI | Fthi/first Trust Exchange-tr | ETF-Other | 0.18% | -0.01% | +43.32% | |
| 39 | COP | Conocophillips | Stock-Energy | 0.15% | -0.04% | — | |
| 40 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 0.15% | -0.01% | +1.95% | |
| 41 | FYX | First Trust Small Cap Core A | ETF-Small Cap | 0.15% | — | -1.47% | |
| 42 | HYLS | Ft Tactical High Yield ETF | ETF-High Yield | 0.15% | -0.02% | EXIT | |
| 43 | V | Visa Inc-class A Shares | Stock-Financials | 0.15% | +0.02% | +10.49% | |
| 44 | FMB | First Trust Managed Municipa | ETF-Other | 0.15% | -0.01% | — | |
| 45 | NEAR | Ishares Sh Dba ETF Usd Inc | ETF-Other | 0.13% | -0.02% | -0.42% | |
| 46 | RSPT | Invesco S&p 500 Equal Weight | ETF-Large Cap & Growth | 0.13% | — | +6.76% | |
| 47 | XLF | Ss Financial Select Sector | ETF-Other | 0.12% | — | -1.46% | |
| 48 | JPST | Jpmorgan Ultra-short Income | ETF-Other | 0.12% | -0.01% | +5.13% | |
| 49 | CASS | Cass Information Systems Inc | Stock-Other | 0.12% | +0.01% | — | |
| 50 | OCTM | Ft Vest US Eq Max Buf Oct | ETF-Other | 0.11% | — | — |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | FTCB | Ft Core Investment Grade ETF | +7.3% | NEW | New buy |
| 2 | JBND | Jpmorgan Active Bond ETF | +5.7% | NEW | New buy |
| 3 | IVW | Ishares S&p 500 Growth ETF | +0.6% | -0.73% | Trim |
| 4 | ITOT | Ishares Core S&p Total U.s. | +0.2% | +29.48% | Add |
| 5 | COP | Conocophillips | +0.2% | NEW | New buy |
| 6 | OCTM | Ft Vest US Eq Max Buf Oct | +0.1% | NEW | New buy |
| 7 | DFCF | Dimensional Core Fixed Inc | +0.1% | +26.68% | Add |
| 8 | ANET | Arista Networks Inc | +0.1% | NEW | New buy |
| 9 | DFUS | Dimensional US Eq Mkt ETF | +0.1% | +12.90% | Add |
| 10 | PSX | Phillips 66 | +0.1% | NEW | New buy |
| 11 | AAPL | Apple Inc | +0.1% | +3.27% | Add |
| 12 | COST | Costco Wholesale CORP | +0.1% | +281.14% | Add |
| 13 | IJJ | Ishares S&p Mid-cap 400 Valu | +0.1% | +13.31% | Add |
| 14 | FTHI | Fthi/first Trust Exchange-tr | +0.1% | +43.32% | Add |
| 15 | AMZN | Amazon.com Inc | +0.1% | -1.14% | Trim |
| 16 | SEPM | Ft Vest US Eq Max Buf Sep | +0.1% | NEW | New buy |
| 17 | DFAS | Dimensional US Small Cap ETF | +0.1% | +14.20% | Add |
| 18 | AGG | Ishares Core U.s. Aggregate | +0.1% | +5.56% | Add |
| 19 | XOCT | Ft Vest US Equity Enhance & | 0% | NEW | New buy |
| 20 | BUFR | Ft Vest Lad Buffervetf-usd I | 0% | NEW | New buy |
| 21 | JPM | Jpmorgan Chase & Co | 0% | +3.55% | Add |
| 22 | XOM | Exxon Mobil CORP | 0% | +67.82% | Add |
| 23 | VZ | Verizon Communications Inc | 0% | +80.26% | Add |
| 24 | XISE | Ft Vest US Equity Buffer & P | 0% | NEW | New buy |
| 25 | TSLA | Tesla Inc | 0% | +0.52% | Add |
| 26 | V | Visa Inc-class A Shares | 0% | +10.49% | Add |
| 27 | IBD | Inspire Corporate Bond ETF | 0% | +8.60% | Add |
| 28 | VUG | Vanguard Growth ETF | 0% | NEW | New buy |
| 29 | CVX | Chevron CORP | 0% | NEW | New buy |
| 30 | WHR | Whirlpool CORP | 0% | NEW | New buy |
| 31 | XSSPX | Nuveen S&p 500 Dynam Overwr | 0% | EXIT | Sold out |
| 32 | SLV | Ishares Silver Trust | 0% | EXIT | Sold out |
| 33 | AMT | American Tower CORP | 0% | EXIT | Sold out |
| 34 | FQAL | Fidelity Quality Factor ETF | 0% | -11.04% | Trim |
| 35 | TTC | Toro Co | 0% | EXIT | Sold out |
| 36 | JNJ | Johnson & Johnson | 0% | EXIT | Sold out |
| 37 | HYG | Ishr Ibx Usd Hiyld Cb Etf-ui | 0% | -8.20% | Trim |
| 38 | BJ | Bj's Wholesale Club Holdings | -0.1% | EXIT | Sold out |
| 39 | SDVY | First Trust Smid Cap Rising | -0.1% | +0.65% | Add |
| 40 | ANETEUR | Arista Networks Inc | -0.1% | EXIT | Sold out |
| 41 | IVE | Ishares S&p 500 Value ETF | -0.2% | +1.56% | Add |
| 42 | RSPC | Invesco S&p 500 Equal Weig C | -0.2% | EXIT | Sold out |
| 43 | IJH | Ishares Core S&p Midcap ETF | -0.2% | -2.92% | Trim |
| 44 | IPAC | Ishares Core Msci Pacific Et | -0.3% | EXIT | Sold out |
| 45 | IEUR | Ishares Core Msci Europe ETF | -0.3% | EXIT | Sold out |
| 46 | IEMG | Ishares Core Msci Emerging | -0.3% | EXIT | Sold out |
| 47 | IJR | Ishares Core S&p Small-cap E | -0.3% | -4.58% | Trim |
| 48 | DFAI | Dimensional International Co | -0.4% | +2.76% | Add |
| 49 | LQD | Ishr Ibx Usd Invgd Cb Etf-ui | -5.7% | EXIT | Sold out |
| 50 | FIXD | First Trust Smith Opportunis | -7.4% | -99.15% | Trim |
According to official SEC Form 13F filings, LVZ, Inc. reported a total U.S. public equity portfolio value of $984.3M across 149 disclosed positions in Q4 2024.
During Q4 2024, LVZ, Inc.'s top holdings by market value included SDVY (12.5%)、IVW (12.3%)、IVE (10.7%). The largest single position, SDVY, represented 12.5% of total portfolio value.
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Top New Position Initiated
FTCB
市值: $56.9M
Top Position Liquidated / Trimmed
LQD
前期市值: $44.2M
In Q4 2024, LVZ, Inc. made 50 total portfolio adjustments, initiating 13 new buys, adding to 18 positions, trimming 7 holdings, and fully liquidating 12 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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