LVZ Advisors as of March 31, 2020
Portfolio Holdings for LVZ Advisors
LVZ Advisors holds 22 positions in its portfolio as reported in the March 2020 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Ishares Tr Core S&p500 Etf (IVV) | 21.6 | $2.0M | 7.6k | 258.38 | |
| Spdr Series Trust Aerospace Def (XAR) | 9.4 | $858k | 3.3k | 257.66 | |
| Vanguard World Mega Grwth Ind (MGK) | 7.4 | $675k | 5.3k | 127.12 | |
| Amazon (AMZN) | 5.3 | $484k | 248.00 | 1951.61 | |
| Wec Energy Group (WEC) | 5.2 | $478k | 5.4k | 88.06 | |
| First Tr Multi Cap Gr Alphad Com Shs (FAD) | 5.2 | $472k | 7.8k | 60.52 | |
| Apple (AAPL) | 4.8 | $438k | 1.7k | 254.06 | |
| Southern Company (SO) | 4.2 | $380k | 7.0k | 54.11 | |
| JPMorgan Chase & Co. (JPM) | 4.1 | $379k | 4.2k | 90.02 | |
| Ishares Tr Russell 2000 Etf (IWM) | 3.5 | $320k | 2.8k | 114.53 | |
| Stryker Corporation (SYK) | 3.5 | $318k | 1.9k | 166.41 | |
| Victory Portfolios Ii Vcshs Us Smcp Hg (CSB) | 3.3 | $302k | 9.6k | 31.36 | |
| Oshkosh Corporation (OSK) | 3.1 | $282k | 4.4k | 64.28 | |
| Home Depot (HD) | 2.9 | $267k | 1.4k | 186.45 | |
| Microsoft Corporation (MSFT) | 2.9 | $267k | 1.7k | 157.89 | |
| Procter & Gamble Company (PG) | 2.6 | $239k | 2.2k | 109.94 | |
| Mccormick & Co Com Non Vtg (MKC) | 2.5 | $229k | 1.6k | 141.10 | |
| Applied Materials (AMAT) | 2.5 | $228k | 5.0k | 45.86 | |
| Alibaba Group Hldg Sponsored Ads (BABA) | 2.4 | $215k | 1.1k | 194.57 | |
| Visa (V) | 2.2 | $201k | 1.2k | 160.93 | |
| Freeport-mcmoran CL B (FCX) | 1.0 | $95k | 14k | 6.72 | |
| New York Mtg Tr Com Par $.02 | 0.5 | $43k | 28k | 1.55 |
