$1.83 Million is the total value of LVZ, Inc.'s 22 reported holdings in Q4 2013. The portfolio turnover from Q3 2013 to Q4 2013 was - .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| IJJ | New | ISHARESs&p mc 400vl etf | $15,731,000 | – | 135,348 | +100.0% | 12.90% | – |
| FLOT | New | ISHARESfltg rate bd etf | $13,056,000 | – | 257,412 | +100.0% | 10.70% | – |
| IVW | New | ISHARESs&p 100 etf | $12,669,000 | – | 128,297 | +100.0% | 10.39% | – |
| IVE | New | ISHARESs&p 500 val etf | $11,651,000 | – | 136,337 | +100.0% | 9.55% | – |
| IJK | New | ISHARESs&p mc 400gr etf | $10,737,000 | – | 71,492 | +100.0% | 8.80% | – |
| HYG | New | ISHARESiboxx hi yd etf | $9,283,000 | – | 99,951 | +100.0% | 7.61% | – |
| IJS | New | ISHARESsp smcp600vl etf | $7,833,000 | – | 70,402 | +100.0% | 6.42% | – |
| IJT | New | ISHARESsp smcp600gr etf | $7,785,000 | – | 65,639 | +100.0% | 6.38% | – |
| IYH | New | ISHARESus hlthcare etf | $7,148,000 | – | 61,363 | +100.0% | 5.86% | – |
| EFAV | New | ISHARESeafe min vol etf | $5,503,000 | – | 89,328 | +100.0% | 4.51% | – |
| EEMV | New | ISHARESmsci aust etf | $4,389,000 | – | 75,338 | +100.0% | 3.60% | – |
| FXO | New | FIRST TR EXCHANGE TRADED FDfinls alphadex | $3,556,000 | – | 163,553 | +100.0% | 2.92% | – |
| ISHG | New | ISHARES3yrtb etf | $3,107,000 | – | 32,934 | +100.0% | 2.55% | – |
| SHY | New | ISHARES1-3 yr tr bd etf | $2,865,000 | – | 33,955 | +100.0% | 2.35% | – |
| SDIV | New | GLOBAL X FDSglb x superdiv | $1,731,000 | – | 73,768 | +100.0% | 1.42% | – |
| CHI | New | CALAMOS CONV OPP AND INC FDsh ben int | $1,220,000 | – | 92,036 | +100.0% | 1.00% | – |
| YMLP | New | EXCHANGE TRADED CONCEPTS TRyork hi inc mlp | $1,167,000 | – | 63,283 | +100.0% | 0.96% | – |
| STIP | New | ISHARESintl pfd stk etf | $979,000 | – | 9,697 | +100.0% | 0.80% | – |
| SCZ | New | ISHARESeafe sml cp etf | $818,000 | – | 16,052 | +100.0% | 0.67% | – |
| COP | New | CONOCOPHILLIPS | $320,000 | – | 4,534 | +100.0% | 0.26% | – |
| JPM | New | JPMORGAN CHASE & CO | $213,000 | – | 3,641 | +100.0% | 0.18% | – |
| WEC | New | WISCONSIN ENERGY CORP | $202,000 | – | 4,880 | +100.0% | 0.17% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
Signatures
The EDGAR filing(s) were signed by:
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| ISHARES TR | 40 | Q3 2023 | 13.7% |
| ISHARES TR | 40 | Q3 2023 | 12.2% |
| ISHARES TR | 36 | Q3 2023 | 10.7% |
| JPMORGAN CHASE & CO | 36 | Q3 2023 | 0.2% |
| ISHARES TR | 35 | Q3 2023 | 19.8% |
| ISHARES TR | 35 | Q3 2023 | 11.2% |
| FIRST TRUST LRGCP GWT ALPHAD | 35 | Q3 2023 | 0.5% |
| FIRST TR LRG CP VL ALPHADEX | 35 | Q3 2023 | 0.5% |
| ISHARES TR | 34 | Q3 2023 | 2.4% |
| FIRST TR EXCH TRADED FD III | 33 | Q3 2023 | 0.6% |
View LVZ, Inc.'s complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-04-17 |
| 13F-HR | 2024-01-23 |
| 13F-HR | 2023-11-08 |
| 13F-HR | 2023-07-18 |
| 13F-HR | 2023-04-20 |
| 13F-HR | 2023-01-17 |
| 13F-HR | 2022-10-11 |
| 13F-HR | 2022-07-27 |
| 13F-HR | 2022-04-19 |
| 13F-HR | 2022-01-28 |
View LVZ, Inc.'s complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.