LVZ Advisors as of March 31, 2014
Portfolio Holdings for LVZ Advisors
LVZ Advisors holds 5 positions in its portfolio as reported in the March 2014 quarterly 13F filing
Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
---|---|---|---|---|---|
ConocoPhillips (COP) | 26.4 | $314k | 4.5k | 70.31 | |
Wisconsin Energy Corporation | 19.1 | $227k | 4.9k | 46.52 | |
Ishares Tr Usa Min Vol Etf (USMV) | 18.8 | $224k | 6.2k | 36.11 | |
JPMorgan Chase & Co. (JPM) | 18.6 | $221k | 3.6k | 60.70 | |
Oshkosh Corporation (OSK) | 17.2 | $205k | 3.5k | 58.92 |