LVZ Advisors

LVZ Advisors as of Sept. 30, 2020

Portfolio Holdings for LVZ Advisors

LVZ Advisors holds 36 positions in its portfolio as reported in the September 2020 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Ishares Tr Core S&p500 Etf (IVV) 19.6 $2.8M 8.5k 336.01
Apple (AAPL) 6.1 $891k 7.7k 115.82
Amazon (AMZN) 5.6 $812k 258.00 3147.29
Spdr S&p 500 Etf Tr Tr Unit (SPY) 5.3 $769k 2.3k 335.08
Flexshares Tr Ready Acc Vari (RAVI) 3.9 $561k 7.3k 76.38
Wec Energy Group (WEC) 3.6 $526k 5.4k 96.90
Stryker Corporation (SYK) 3.6 $523k 2.5k 208.20
First Tr Multi Cap Gr Alphad Com Shs (FAD) 2.9 $424k 4.9k 86.06
JPMorgan Chase & Co. (JPM) 2.8 $406k 4.2k 96.37
Southern Company (SO) 2.8 $401k 7.4k 54.25
Microsoft Corporation (MSFT) 2.6 $373k 1.8k 210.50
Alibaba Group Hldg Sponsored Ads (BABA) 2.5 $364k 1.2k 294.26
Home Depot (HD) 2.5 $357k 1.3k 278.04
Square Cl A (SQ) 2.3 $332k 2.0k 162.35
Oshkosh Corporation (OSK) 2.2 $322k 4.4k 73.40
Mccormick & Co Com Non Vtg (MKC) 2.2 $315k 1.6k 194.09
Ishares Tr Rus Mid Cap Etf (IWR) 2.1 $304k 5.3k 57.33
Pfizer (PFE) 2.1 $301k 8.2k 36.72
Procter & Gamble Company (PG) 2.1 $300k 2.2k 139.28
Applied Materials (AMAT) 2.0 $296k 5.0k 59.53
Ark Etf Tr Innovation Etf (ARKK) 1.9 $282k 3.1k 91.89
Visa (V) 1.9 $274k 1.4k 200.29
Vanguard World Mega Grwth Ind (MGK) 1.7 $240k 1.3k 185.19
Vanguard Index Fds Mcap Gr Idxvip (VOT) 1.6 $237k 1.3k 180.23
Etsy (ETSY) 1.6 $234k 1.9k 121.68
The Trade Desk Com Cl A (TTD) 1.6 $233k 450.00 517.78
UnitedHealth (UNH) 1.6 $228k 730.00 312.33
Fiserv (FI) 1.5 $211k 2.0k 103.03
Ishares Tr Sp Smcp600vl Etf (IJS) 1.4 $207k 1.7k 122.70
Ishares Tr Msci Usa Esg Slc (SUSA) 1.4 $202k 1.4k 147.02
Toro Company (TTC) 1.4 $201k 2.4k 83.75
Fidelity Covington Trust Msci Energy Idx (FENY) 1.2 $171k 22k 7.91
First Tr Exchange Traded Hlth Care Alph (FXH) 1.0 $139k 7.8k 17.81
Invesco SHS (IVZ) 0.9 $131k 12k 11.39
Macatawa Bank Corporation (MCBC) 0.5 $69k 11k 6.53
New York Mtg Tr Com Par $.02 0.3 $41k 16k 2.55