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CIK: 0001574408
Total reported value
$984.3M
$984.3M
148 檔
38.9%
According to the latest 13F quarterly dataset, LVZ, Inc. managed an equity portfolio of $984.3M at the end of Q1 2025, spanning 148 distinct U.S. exchange-listed positions.
In Q1 2025, LVZ, Inc. displayed an active expansion posture, initiating 50 new positions and adding to 0 existing holdings, outstripping position reductions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | SDVY | First Trust Smid Cap Rising | ETF-Other | 11.72% | -0.18% | -2.20% | |
| 2 | IVE | Ishares S&p 500 Value ETF | ETF-Large Cap & Growth | 11.03% | -0.51% | +0.92% | |
| 3 | IVW | Ishares S&p 500 Growth ETF | ETF-Large Cap & Growth | 10.30% | +0.97% | -10.65% | |
| 4 | DUHP | Dimensional US High Profi Et | ETF-Other | 8.74% | +0.09% | -1.28% | |
| 5 | DFAI | Dimensional International Co | ETF-Other | 8.46% | -0.65% | +6.34% | |
| 6 | FTCB | Ft Core Investment Grade ETF | ETF-Corp Bonds | 8.31% | -0.88% | +9.57% | |
| 7 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 8.01% | +0.14% | -2.10% | |
| 8 | JBND | Jpmorgan Active Bond ETF | ETF-Other | 6.41% | -0.69% | +7.78% | |
| 9 | JQUA | Jpmorgan US Quality Factor | ETF-Other | 4.84% | +0.34% | — | |
| 10 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 4.29% | -0.35% | +5.88% | |
| 11 | BIBL | Inspire 100 ETF | ETF-Other | 0.79% | +0.05% | -15.85% | |
| 12 | AAPL | Apple Inc | Stock-Tech | 0.73% | -0.02% | +3.18% | |
| 13 | IBD | Inspire Corporate Bond ETF | ETF-Corp Bonds | 0.58% | -0.05% | +1.08% | |
| 14 | DFUS | Dimensional US Eq Mkt ETF | ETF-Other | 0.58% | +0.08% | -11.83% | |
| 15 | ITOT | Ishares Core S&p Total U.s. | ETF-Other | 0.58% | +0.06% | -20.23% | |
| 16 | DFCF | Dimensional Core Fixed Inc | ETF-Other | 0.57% | -0.03% | -9.65% | |
| 17 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 0.50% | +0.14% | -25.91% | |
| 18 | DXUV | Dimensional US Vtor Eqty ETF | ETF-Other | 0.43% | +0.04% | — | |
| 19 | FTGS | First Trust Grwth Strgth ETF | ETF-Other | 0.42% | -0.02% | — | |
| 20 | RDVY | First Trust Rising Dividend | ETF-Other | 0.41% | +0.01% | +482.41% | |
| 21 | ELCV | Eventide High Dividend ETF | ETF-Other | 0.40% | — | — | |
| 22 | TPIF | Timothy Plan Intl ETF | ETF-Other | 0.39% | -0.04% | +0.44% | |
| 23 | TPLC | Timothy Pln US Lrg/mid Cap | ETF-Other | 0.35% | -0.02% | -7.04% | |
| 24 | FTC | First Trust Large Cap Growth | ETF-Large Cap & Growth | 0.35% | +0.04% | -9.31% | |
| 25 | HYG | Ishr Ibx Usd Hiyld Cb Etf-ui | ETF-High Yield | 0.32% | +0.13% | NEW | |
| 26 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.31% | +0.02% | -2.06% | |
| 27 | ISMD | Inspire Small/mid Cap ETF | ETF-Other | 0.29% | +0.02% | -18.46% | |
| 28 | INCM | Franklin Income Focus ETF | ETF-Other | 0.29% | -0.03% | — | |
| 29 | FDT | First Trust Develp Mkt Ex-us | ETF-Other | 0.26% | -0.03% | +8.80% | |
| 30 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.26% | — | +1.55% | |
| 31 | IEUR | Ishares Core Msci Europe ETF | ETF-Other | 0.24% | +0.14% | NEW | |
| 32 | IEMG | Ishares Core Msci Emerging | ETF-Emerging Markets | 0.24% | +0.15% | NEW | |
| 33 | IPAC | Ishares Core Msci Pacific Et | ETF-Other | 0.23% | -0.03% | — | |
| 34 | FNX | First Trust Mid Cap Core Alp | ETF-Other | 0.23% | — | +1.53% | |
| 35 | SO | Southern Co/the | Stock-Utilities | 0.23% | -0.03% | +2.61% | |
| 36 | MSFT | Microsoft CORP | Stock-Tech | 0.22% | — | +3.05% | |
| 37 | SYK | Stryker CORP | Stock-Healthcare | 0.21% | +0.01% | +1.02% | |
| 38 | DFAS | Dimensional US Small Cap ETF | ETF-Small Cap | 0.19% | +0.02% | -40.29% | |
| 39 | V | Visa Inc-class A Shares | Stock-Financials | 0.17% | +0.02% | +3.95% | |
| 40 | FTHI | Fthi/first Trust Exchange-tr | ETF-Other | 0.17% | -0.01% | +0.07% | |
| 41 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 0.17% | -0.01% | +2.26% | |
| 42 | COP | Conocophillips | Stock-Energy | 0.17% | -0.04% | +0.84% | |
| 43 | HYLS | Ft Tactical High Yield ETF | ETF-High Yield | 0.16% | -0.02% | EXIT | |
| 44 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 0.15% | +0.15% | -96.75% | |
| 45 | FMB | First Trust Managed Municipa | ETF-Other | 0.15% | -0.01% | +0.05% | |
| 46 | NEAR | Ishares Sh Dba ETF Usd Inc | ETF-Other | 0.14% | -0.02% | +3.21% | |
| 47 | XLV | Ss Health Care Select Sector | ETF-Other | 0.13% | — | — | |
| 48 | XLF | Ss Financial Select Sector | ETF-Other | 0.13% | — | +1.52% | |
| 49 | XLU | St Sr Utl Sl Se Spdr Etf-usd | ETF-Other | 0.13% | — | — | |
| 50 | CASS | Cass Information Systems Inc | Stock-Other | 0.13% | +0.01% | — |
According to official SEC Form 13F filings, LVZ, Inc. reported a total U.S. public equity portfolio value of $984.3M across 148 disclosed positions in Q1 2025.
During Q1 2025, LVZ, Inc.'s top holdings by market value included SDVY (11.7%)、IVE (11.0%)、IVW (10.3%). The largest single position, SDVY, represented 11.7% of total portfolio value.
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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, IVE, IVW) accounted for 38.9% of total reported equity market value during Q1 2025.
Top New Position Initiated
SDVY
市值: $89.3M
In Q1 2025, LVZ, Inc. made 50 total portfolio adjustments, initiating 50 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 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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