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Strategy shares owned by LVZ Advisors

Quarter-by-quarter ownership of Strategy (ELCV) shares owned by LVZ Advisors from 13F filings

Historical chart of LVZ Advisors investment in Strategy

Tip: Access up to 7 years of quarterly data

All positions including Strategy held by LVZ Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Strategy by LVZ Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $4.2M 158k 26.74
2025-06-30 $3.0M 118k 25.40
2025-03-31 $3.0M 122k 24.89

More positions owned by LVZ Advisors

Ishares Tr S&p 500 Grwt Etf (IVW)
Ishares Tr S&p 500 Val Etf (IVE)
First Tr Exchange-traded Smid Risng Etf (SDVY)
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)
Dimensional Etf Trust Us High Profitab (DUHP)
First Tr Exchange-traded Core Investment (FTCB)
J P Morgan Exchange Traded F Us Qualty Fctr (JQUA)
J P Morgan Exchange Traded F Active Bond Etf (JBND)
Ishares Tr Core Us Aggbd Et (AGG)
Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr Core S&p Ttl Stk (ITOT)
Northern Lts Fd Tr Iv Inspire 100 Etf (BIBL)
Dimensional Etf Trust Us Equity Market (DFUS)
Apple (AAPL)
Dimensional Etf Trust Core Fixed Incom (DFCF)

View all positions for LVZ Advisors

Top funds holding Strategy

OneAscent Financial Services
Ambassador Advisors
Creative Financial Designs
Wealth Enhancement Advisory Services
Bare Financial Services
Atria Investments
OneAscent Wealth Management
Change Path
O'Connor Financial Group
LPL Financial
LVZ Advisors
PAX Financial Group
ValMark Advisers
Strategic Equity Management
Cambridge Investment Research Advisors

View all funds holding Strategy