$244 Million is the total value of LVZ, Inc.'s 62 reported holdings in Q3 2016. The portfolio turnover from Q2 2016 to Q3 2016 was 0.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| FTC | FIRST TR LRG CP GRWTH ALPHAD | $299,000 | +1.0% | 5,929 | 0.0% | 0.12% | -6.8% | |
| WEC | WEC ENERGY GROUP INC | $292,000 | -8.5% | 4,880 | 0.0% | 0.12% | -15.5% | |
| OSK | OSHKOSH CORP | $251,000 | +17.3% | 4,479 | 0.0% | 0.10% | +8.4% | |
| DBEF | DBX ETF TRxtrak msci emkt | $252,000 | +5.4% | 9,546 | 0.0% | 0.10% | -2.8% | |
| VVC | VECTREN CORP | $241,000 | -4.7% | 4,800 | 0.0% | 0.10% | -11.6% | |
| XMLV | POWERSHARES ETF TR IIs&p400 lovl pt | $233,000 | -0.9% | 6,001 | 0.0% | 0.10% | -7.7% | |
| CL | COLGATE PALMOLIVE CO | $221,000 | +0.9% | 2,985 | 0.0% | 0.09% | -6.2% | |
| FNX | FIRST TR MID CAP CORE ALPHAD | $211,000 | +4.5% | 4,001 | 0.0% | 0.09% | -3.3% | |
| MMM | 3M CO | $202,000 | +0.5% | 1,146 | 0.0% | 0.08% | -6.7% | |
| CAMT | CAMTEK LTDord | $39,000 | +39.3% | 13,100 | 0.0% | 0.02% | +33.3% |
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.