LVZ Advisors as of March 31, 2019
Portfolio Holdings for LVZ Advisors
LVZ Advisors holds 23 positions in its portfolio as reported in the March 2019 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Fidelity Msci Info Tech I (FTEC) | 7.9 | $534k | 9.0k | 59.28 | |
| JPMorgan Chase & Co. (JPM) | 6.6 | $446k | 4.4k | 101.18 | |
| Wec Energy Group (WEC) | 6.4 | $429k | 5.4k | 79.03 | |
| Amazon (AMZN) | 6.0 | $404k | 227.00 | 1779.74 | |
| Ishares Tr 0-5 Yr Tips Etf (STIP) | 5.9 | $397k | 4.0k | 99.65 | |
| Ishares Tr 0-5yr Invt Gr Cp (SLQD) | 5.2 | $352k | 7.0k | 50.44 | |
| Oshkosh Corporation (OSK) | 4.9 | $330k | 4.4k | 75.22 | |
| Southern Company (SO) | 4.8 | $324k | 6.3k | 51.65 | |
| Fidelity Ltd Trm Bd Etf (FLTB) | 4.5 | $300k | 6.0k | 50.19 | |
| Ishares Tr Fltg Rate Nt Etf (FLOT) | 4.5 | $299k | 5.9k | 50.99 | |
| Victory Portfolios Ii Vcshs Us Smcp Hg (CSB) | 4.4 | $294k | 6.6k | 44.23 | |
| Apple (AAPL) | 4.4 | $294k | 1.5k | 189.80 | |
| Home Depot (HD) | 3.8 | $258k | 1.3k | 192.11 | |
| ConocoPhillips (COP) | 3.8 | $258k | 3.9k | 66.74 | |
| Johnson & Johnson (JNJ) | 3.7 | $250k | 1.8k | 140.06 | |
| First Tr Nasdaq100 Tech Inde SHS (QTEC) | 3.6 | $245k | 3.0k | 82.46 | |
| Mccormick & Co Com Non Vtg (MKC) | 3.6 | $244k | 1.6k | 150.34 | |
| Wp Carey (WPC) | 3.6 | $242k | 3.1k | 78.39 | |
| Fifth Third Ban (FITB) | 3.5 | $236k | 9.3k | 25.25 | |
| Procter & Gamble Company (PG) | 3.3 | $225k | 2.2k | 104.17 | |
| UnitedHealth (UNH) | 3.0 | $201k | 814.00 | 246.93 | |
| New York Mtg Tr Com Par $.02 | 1.6 | $108k | 18k | 6.11 | |
| Chico's FAS | 0.7 | $49k | 12k | 4.26 |
