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LVZ Advisors

Latest statistics and disclosures from LVZ's latest quarterly 13F-HR filing:

Top 5 stock holdings are IVW, SDVY, IVE, DUHP, IJH, and represent 52.99% of LVZ's stock portfolio.
Added to shares of these 10 stocks: IEMG, ITOT, FIXD, LQD, AGG, IVE, AAPL, XLK, XLF, SDVY.
Started 9 new stock positions in XLK, SPGI, XLF, SLV, GOOGL, GMAR, IEMG, DNOV, GOOG.
Reduced shares in these 10 stocks: IPAC, FM, IJH, IJR, , , RSPF, GBIL, JPST, AVNW.
Sold out of its positions in AGFY, AVNW, FTSM, GBIL, RSPF, XMLV, FM, IPAC, XLV, XLI.
LVZ was a net buyer of stock by $1.7M.
LVZ has $734M in assets under management (AUM), dropping by -0.25%.
Central Index Key (CIK): 0001574408

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Positions held by LVZ Advisors consolidated in one spreadsheet with up to 7 years of data

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Portfolio Holdings for LVZ

LVZ holds 143 positions in its portfolio as reported in the June 2024 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Ishares Tr S&p 500 Grwt Etf (IVW)	12.4	$91M		980k	92.54	View chart
First Tr Exchange-traded Smid Risng Etf (SDVY)	12.4	$91M		2.7M	33.38	View chart
Ishares Tr S&p 500 Val Etf (IVE)	10.8	$79M		435k	182.01	View chart
Dimensional Etf Trust Us High Profitab (DUHP)	8.9	$65M		2.0M	31.99	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	8.6	$63M	-2%	1.1M	58.52	View chart
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)	7.6	$56M		1.9M	29.67	View chart
First Tr Exchng Traded Fd Vi Tcw Opportunis (FIXD)	7.6	$55M		1.3M	43.05	View chart
Ishares Tr Iboxx Inv Cp Etf (LQD)	5.7	$42M	+2%	393k	107.12	View chart
Ishares Tr Core S&p Scp Etf (IJR)	5.0	$37M	-4%	343k	106.66	View chart
Ishares Tr Core Us Aggbd Et (AGG)	4.0	$30M	+3%	305k	97.07	View chart
Northern Lts Fd Tr Iv Inspire 100 Etf (BIBL)	1.0	$7.0M	-3%	184k	37.98	View chart
Ishares Tr Core S&p500 Etf (IVV)	0.8	$5.5M	-4%	10k	547.23	View chart
Apple (AAPL)	0.7	$5.0M	+21%	24k	210.62	View chart
Dimensional Etf Trust Us Equity Etf (DFUS)	0.6	$4.1M		70k	58.85	View chart
Ishares Tr Core S&p Ttl Stk (ITOT)	0.6	$4.1M	+47%	34k	118.78	View chart
Northern Lts Fd Tr Iv Inspire Corp Bd (IBD)	0.5	$4.0M		172k	23.32	View chart
Dimensional Etf Trust Core Fixed Incom (DFCF)	0.5	$3.5M	+3%	84k	41.54	View chart
Ishares Tr Iboxx Hi Yd Etf (HYG)	0.4	$2.8M		36k	77.14	View chart
Northern Lts Fd Tr Iv Inspire Sml/ Mid (ISMD)	0.4	$2.8M	-3%	81k	34.63	View chart
First Trust Lrgcp Gwt Alphad Com Shs (FTC)	0.4	$2.8M	-2%	23k	122.53	View chart
Timothy Plan Us Lrgmd Cp Core (TPLC)	0.4	$2.7M	-3%	67k	40.58	View chart
Timothy Plan Intl Etf (TPIF)	0.4	$2.7M	-3%	101k	26.52	View chart
Ishares Tr S&p Mc 400vl Etf (IJJ)	0.4	$2.7M		23k	113.46	View chart
First Tr Lrg Cp Vl Alphadex Com Shs (FTA)	0.4	$2.6M	-2%	36k	73.60	View chart
Amazon (AMZN)	0.3	$2.5M		13k	193.25	View chart
Timothy Plan Hig Dv Stk Etf (TPHD)	0.3	$2.2M	-3%	64k	34.99	View chart
Ishares Tr S&p 100 Etf (OEF)	0.3	$2.2M	-11%	8.4k	264.30	View chart
Fidelity Covington Trust Qlty Fctor Etf (FQAL)	0.3	$2.2M	-8%	36k	61.32	View chart
Fidelity Covington Trust Vlu Factor Etf (FVAL)	0.3	$2.1M	-8%	37k	57.58	View chart
Ishares Core Msci Emkt (IEMG)	0.3	$2.1M	NEW	40k	53.53	View chart
Dimensional Etf Trust Us Small Cap Etf (DFAS)	0.3	$2.1M		34k	60.08	View chart
First Tr Lrge Cp Core Alpha Com Shs (FEX)	0.3	$2.1M	-2%	21k	96.99	View chart
Franklin Templeton Etf Tr Income Focus Etf (INCM)	0.3	$1.9M	+2%	73k	25.86	View chart
Microsoft Corporation (MSFT)	0.2	$1.7M	+22%	3.9k	446.93	View chart
First Tr Mid Cap Core Alphad Com Shs (FNX)	0.2	$1.7M	-2%	16k	108.53	View chart
First Tr Exch Trd Alphdx Dev Mrk Ex Us (FDT)	0.2	$1.6M	-2%	29k	55.06	View chart
Stryker Corporation (SYK)	0.2	$1.3M	+23%	3.9k	340.25	View chart
Select Sector Spdr Tr Communication (XLC)	0.2	$1.3M		15k	85.66	View chart
Ishares Tr Core Msci Eafe (IEFA)	0.2	$1.3M	+5%	18k	72.64	View chart
Southern Company (SO)	0.2	$1.3M		16k	77.57	View chart
JPMorgan Chase & Co. (JPM)	0.2	$1.3M	+17%	6.2k	202.25	View chart
First Tr Exchange-traded First Tr Ta Hiyl (HYLS)	0.2	$1.2M	-5%	31k	40.63	View chart
First Tr Sml Cp Core Alpha F Com Shs (FYX)	0.1	$1.0M		12k	90.46	View chart
Ishares U S Etf Tr Blackrock Sh Dur (NEAR)	0.1	$1.0M	-5%	20k	50.33	View chart
Fidelity Covington Trust High Divid Etf (FDVV)	0.1	$956k	-7%	20k	46.78	View chart
First Tr Exchange-traded Buywrit Incm Etf (FTHI)	0.1	$932k	+23%	42k	22.47	View chart
Cass Information Systems (CASS)	0.1	$915k		23k	40.07	View chart
J P Morgan Exchange Traded F Ultra Shrt Inc (JPST)	0.1	$904k	-25%	18k	50.47	View chart
Applied Materials (AMAT)	0.1	$881k		3.7k	235.99	View chart
Select Sector Spdr Tr Technology (XLK)	0.1	$880k	NEW	3.9k	226.23	View chart
Select Sector Spdr Tr Financial (XLF)	0.1	$824k	NEW	20k	41.11	View chart
Visa Com Cl A (V)	0.1	$768k		2.9k	262.51	View chart
Gentex Corporation (GNTX)	0.1	$766k	-2%	23k	33.71	View chart
Eli Lilly & Co. (LLY)	0.1	$742k		820.00	905.38	View chart
NVIDIA Corporation (NVDA)	0.1	$628k	+798%	5.1k	123.54	View chart
Global X Fds Glbl X Mlp Etf (MLPA)	0.1	$618k	-6%	13k	48.50	View chart
Spdr S&p 500 Etf Tr Tr Unit (SPY)	0.1	$591k		1.1k	544.22	View chart
Columbia Seligm Prem Tech Gr (STK)	0.1	$586k		18k	33.29	View chart
General Dynamics Corporation (GD)	0.1	$571k		2.0k	290.17	View chart
Goldman Sachs Etf Tr Activebeta Us Lg (GSLC)	0.1	$568k	+14%	5.3k	106.95	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (FFEB)	0.1	$566k		12k	46.79	View chart
Procter & Gamble Company (PG)	0.1	$560k		3.4k	164.91	View chart
Arista Networks (ANET)	0.1	$557k	+53%	1.6k	350.48	View chart
Wal-Mart Stores (WMT)	0.1	$530k		7.8k	67.71	View chart
Fiserv (FI)	0.1	$529k	+106%	3.6k	149.04	View chart
J P Morgan Exchange Traded F Equity Premium (JEPI)	0.1	$493k	-4%	8.7k	56.68	View chart
First Tr Exchange-traded Managd Mun Etf (FMB)	0.1	$493k	+10%	9.7k	51.06	View chart
Bj's Wholesale Club Holdings (BJ)	0.1	$489k	-12%	5.6k	87.84	View chart
Eaton Corp SHS (ETN)	0.1	$485k		1.5k	313.55	View chart
First Tr Exch Traded Fd Iii Pfd Secs Inc Etf (FPE)	0.1	$478k	-6%	28k	17.36	View chart
International Business Machines (IBM)	0.1	$469k	+8%	2.7k	172.95	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (DNOV)	0.1	$465k	NEW	11k	41.42	View chart
Exxon Mobil Corporation (XOM)	0.1	$462k	+10%	4.0k	115.12	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	0.1	$456k		952.00	479.11	View chart
Wec Energy Group (WEC)	0.1	$449k		5.7k	78.46	View chart
Appfolio Com Cl A (APPF)	0.1	$441k		1.8k	244.57	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.1	$440k	NEW	2.4k	182.15	View chart
First Tr Exchange-traded Risng Divd Achiv (RDVY)	0.1	$429k	-9%	7.8k	54.75	View chart
Annaly Capital Management In Com New (NLY)	0.1	$424k	-5%	22k	19.06	View chart
Photronics (PLAB)	0.1	$417k	+39%	17k	24.67	View chart
Marathon Petroleum Corp (MPC)	0.1	$415k		2.4k	173.45	View chart
Ishares Tr Core 1 5 Yr Usd (ISTB)	0.1	$399k	-9%	8.4k	47.37	View chart
BlackRock Enhanced Capital and Income (CII)	0.1	$392k		20k	19.99	View chart
Walt Disney Company (DIS)	0.1	$392k		3.9k	99.29	View chart
Citigroup Com New (C)	0.1	$389k		6.1k	63.46	View chart
Cisco Systems (CSCO)	0.0	$352k		7.4k	47.51	View chart
Tesla Motors (TSLA)	0.0	$351k		1.8k	197.83	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (DJUL)	0.0	$344k		8.6k	39.80	View chart
Principal Exchange Traded Prnc Invt Grad (IG)	0.0	$340k	-4%	17k	20.46	View chart
Valvoline Inc Common (VVV)	0.0	$339k		7.8k	43.20	View chart
Home Depot (HD)	0.0	$338k	+37%	982.00	344.24	View chart
Ishares Tr Msci Usa Esg Slc (SUSA)	0.0	$333k		3.0k	112.37	View chart
Roper Industries (ROP)	0.0	$333k		591.00	563.66	View chart
Ishares Tr 0-5yr Invt Gr Cp (SLQD)	0.0	$321k	-9%	6.5k	49.25	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.0	$319k	-3%	783.00	406.80	View chart
Dick's Sporting Goods (DKS)	0.0	$318k		1.5k	214.85	View chart
Guggenheim Strategic Opportu Com Sbi (GOF)	0.0	$309k		21k	14.91	View chart
Sharkninja Com Shs (SN)	0.0	$308k		4.1k	75.15	View chart
Progressive Corporation (PGR)	0.0	$305k		1.5k	207.71	View chart
Emerson Electric (EMR)	0.0	$301k		2.7k	110.16	View chart
Freeport-mcmoran CL B (FCX)	0.0	$298k		6.1k	48.60	View chart
Parsons Corporation (PSN)	0.0	$295k		3.6k	81.81	View chart
UnitedHealth (UNH)	0.0	$289k	-8%	568.00	508.82	View chart
Jacobs Engineering Group (J)	0.0	$288k		2.1k	139.71	View chart
Hca Holdings (HCA)	0.0	$287k		893.00	321.28	View chart
Deere & Company (DE)	0.0	$286k		765.00	373.63	View chart
Invesco Exchange Traded Fd T Aerospace Defn (PPA)	0.0	$285k		2.8k	102.72	View chart
The Trade Desk Com Cl A (TTD)	0.0	$283k		2.9k	97.67	View chart
Spotify Technology S A SHS (SPOT)	0.0	$282k		899.00	313.79	View chart
Parker-Hannifin Corporation (PH)	0.0	$278k		549.00	505.81	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (DJUN)	0.0	$277k		6.8k	40.89	View chart
Fifth Third Ban (FITB)	0.0	$273k		7.5k	36.49	View chart
First Tr Exchng Traded Fd Vi Ft Vest U.s. (DAPR)	0.0	$266k		7.5k	35.33	View chart
Duolingo Cl A Com (DUOL)	0.0	$266k		1.3k	208.67	View chart
Ishares Tr Rus Mid Cap Etf (IWR)	0.0	$263k		3.2k	81.08	View chart
Alphabet Cap Stk Cl C (GOOG)	0.0	$263k	NEW	1.4k	183.42	View chart
Cadre Hldgs (CDRE)	0.0	$255k		7.6k	33.56	View chart
Extra Space Storage (EXR)	0.0	$245k		1.6k	155.41	View chart
Integer Hldgs (ITGR)	0.0	$242k		2.1k	115.79	View chart
Nuveen Equity Premium and Growth Fund (SPXX)	0.0	$241k		15k	16.33	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (FNOV)	0.0	$236k		5.1k	46.03	View chart
First Tr Exchng Traded Fd Vi Ft Vest U.s Eqt (GMAR)	0.0	$233k	NEW	6.6k	35.44	View chart
First Tr Exchange-traded Senior Ln Fd (FTSL)	0.0	$232k	+16%	5.1k	45.71	View chart
Invesco Exchange Traded Fd T S&p500 Quality (SPHQ)	0.0	$231k		3.6k	63.54	View chart
Mccormick & Co Com Non Vtg (MKC)	0.0	$230k		3.2k	70.94	View chart
United Rentals (URI)	0.0	$230k	-38%	356.00	646.73	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	0.0	$229k	-2%	856.00	267.51	View chart
Toro Company (TTC)	0.0	$224k		2.4k	93.51	View chart
Ishares Silver Tr Ishares (SLV)	0.0	$216k	NEW	8.1k	26.57	View chart
Invesco Exch Traded Fd Tr Ii S&p500 Low Vol (SPLV)	0.0	$216k		3.3k	64.95	View chart
Terex Corporation (TEX)	0.0	$214k	-16%	3.9k	54.84	View chart
First Tr Exchng Traded Fd Vi Ft Vest U.s (XDEC)	0.0	$213k		5.9k	36.07	View chart
Ishares Tr Msci Usa Min Vol (USMV)	0.0	$209k		2.5k	83.96	View chart
Gamco Global Gold Nat Res & Com Sh Ben Int (GGN)	0.0	$207k		51k	4.05	View chart
S&p Global (SPGI)	0.0	$203k	NEW	456.00	446.00	View chart
First Tr Exch Traded Fd Iii Shrt Dur Mng Mun (FSMB)	0.0	$199k		10k	19.77	View chart
Macatawa Bank Corporation (MCBC)	0.0	$174k		12k	14.60	View chart
Cohen & Steers Clsd-End Optuny Fnd (FOF)	0.0	$171k		14k	11.95	View chart
Liberty All-Star Growth Fund (ASG)	0.0	$159k		30k	5.34	View chart
Eaton Vance Tax-Managed Global Buy-Write (ETW)	0.0	$146k		18k	8.27	View chart
Eaton Vance Tax Managed Diversified Eq. (ETY)	0.0	$141k		10k	14.05	View chart
Eaton Vance Tax-Managed Global Dive Eq (EXG)	0.0	$121k		14k	8.45	View chart
Voya Global Eq Div & Pr Opp (IGD)	0.0	$69k		14k	5.14	View chart

Past Filings by LVZ

SEC 13F filings are viewable for LVZ going back to 2013

LVZ 2024 Q2 filed July 24, 2024
LVZ 2024 Q1 filed April 17, 2024
LVZ 2023 Q4 filed Jan. 23, 2024
LVZ 2023 Q3 filed Nov. 8, 2023
LVZ 2023 Q2 filed July 18, 2023
LVZ 2023 Q1 filed April 20, 2023
LVZ 2022 Q4 filed Jan. 17, 2023
LVZ 2022 Q3 filed Oct. 11, 2022
LVZ 2022 Q2 filed July 27, 2022
LVZ 2022 Q1 filed April 19, 2022
LVZ 2021 Q4 filed Jan. 28, 2022
LVZ 2021 Q3 filed Oct. 27, 2021
LVZ 2021 Q2 filed July 16, 2021
LVZ Advisors 2021 Q1 filed April 8, 2021
LVZ Advisors 2020 Q4 filed Feb. 10, 2021
LVZ Advisors 2020 Q1 amended filed Dec. 23, 2020

View all past filings

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