$687 Million is the total value of LVZ, Inc.'s 150 reported holdings in Q1 2023. The portfolio turnover from Q4 2022 to Q1 2023 was 11.6% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| IJH | Sell | ISHARES TRcore s&p mcp etf | $125,568,421 | +0.4% | 501,952 | -2.9% | 18.29% | -6.3% |
| IVE | Sell | ISHARES TRs&p 500 val etf | $73,794,781 | -11.6% | 486,260 | -15.5% | 10.75% | -17.5% |
| IJR | Sell | ISHARES TRcore s&p scp etf | $66,408,339 | +0.5% | 686,746 | -1.7% | 9.67% | -6.2% |
| Buy | DIMENSIONAL ETF TRUSTus high profitab | $57,479,812 | +7.2% | 2,286,389 | +2.4% | 8.37% | -0.0% | |
| FIXD | Buy | FIRST TR EXCHNG TRADED FD VItcw opportunis | $55,172,127 | +12.3% | 1,224,415 | +9.5% | 8.04% | +4.8% |
| IVW | Sell | ISHARES TRs&p 500 grwt etf | $51,885,400 | +4.7% | 812,105 | -4.1% | 7.56% | -2.3% |
| DFAI | Buy | DIMENSIONAL ETF TRUSTintl core eqt mk | $51,870,832 | +7905.1% | 1,924,706 | +7337.6% | 7.55% | +7379.2% |
| JPST | Buy | J P MORGAN EXCHANGE TRADED Fultra shrt inc | $41,989,664 | +7.4% | 834,453 | +7.0% | 6.12% | +0.2% |
| AGG | Buy | ISHARES TRcore us aggbd et | $29,769,158 | +7.3% | 298,767 | +4.4% | 4.34% | +0.1% |
| IVV | Buy | ISHARES TRcore s&p500 etf | $5,276,218 | +105.4% | 12,835 | +91.9% | 0.77% | +91.5% |
| BIBL | Sell | NORTHERN LTS FD TR IVinspire 100 etf | $5,204,602 | -4.3% | 165,593 | -8.8% | 0.76% | -10.7% |
| HYG | Buy | ISHARES TRiboxx hi yd etf | $4,988,683 | +149.8% | 66,032 | +143.4% | 0.73% | +133.0% |
| FNX | Sell | FIRST TR MID CAP CORE ALPHAD | $3,747,817 | -0.3% | 41,661 | -2.7% | 0.55% | -7.0% |
| AAPL | Buy | APPLE INC | $3,533,581 | +39.6% | 21,429 | +10.0% | 0.52% | +30.4% |
| HYLS | Buy | FIRST TR EXCHANGE-TRADED FDfirst tr ta hiyl | $3,350,755 | +26.1% | 84,275 | +23.5% | 0.49% | +17.6% |
| ISMD | Sell | NORTHERN LTS FD TR IVinspire sml/ mid | $3,338,692 | -5.2% | 107,561 | -8.0% | 0.49% | -11.5% |
| FDVV | Buy | FIDELITY COVINGTON TRUSThigh divid etf | $3,151,774 | +24.1% | 82,767 | +21.6% | 0.46% | +15.9% |
| DFUS | Sell | DIMENSIONAL ETF TRUSTus equity etf | $2,804,089 | +5.7% | 63,113 | -1.0% | 0.41% | -1.4% |
| FTA | Sell | FIRST TR LRG CP VL ALPHADEX | $2,677,437 | -10.8% | 40,325 | -11.5% | 0.39% | -16.7% |
| TPIF | Buy | TIMOTHY PLANintl etf | $2,512,488 | +64.8% | 100,540 | +53.4% | 0.37% | +53.8% |
| FQAL | New | FIDELITY COVINGTON TRUSTqlty fctor etf | $2,490,488 | – | 52,491 | +100.0% | 0.36% | – |
| FDMO | New | FIDELITY COVINGTON TRUSTmomentum factr | $2,488,305 | – | 55,728 | +100.0% | 0.36% | – |
| IPAC | Sell | ISHARES TRcore msci pac | $2,475,843 | -6.5% | 43,766 | -11.3% | 0.36% | -12.8% |
| FM | New | ISHARES INCmsci frontier | $2,466,159 | – | 96,372 | +100.0% | 0.36% | – |
| IEUR | Sell | ISHARES TRcore msci euro | $2,465,998 | -10.0% | 47,079 | -18.3% | 0.36% | -15.9% |
| IEMG | Sell | ISHARES INCcore msci emkt | $2,453,552 | -5.3% | 50,288 | -9.3% | 0.36% | -11.6% |
| TPLC | Sell | TIMOTHY PLANus lrgmd cp core | $2,421,763 | -11.6% | 70,306 | -14.0% | 0.35% | -17.3% |
| ITOT | Sell | ISHARES TRcore s&p ttl stk | $2,358,507 | -8.8% | 26,046 | -14.6% | 0.34% | -15.1% |
| IJJ | Buy | ISHARES TRs&p mc 400vl etf | $2,221,582 | +4.0% | 21,617 | +2.0% | 0.32% | -2.7% |
| MLPA | Buy | GLOBAL X FDSglbl x mlp etf | $1,994,753 | +25.4% | 47,951 | +24.5% | 0.29% | +17.3% |
| TPHD | Sell | TIMOTHY PLANhig dv stk etf | $1,971,297 | -24.8% | 63,132 | -25.1% | 0.29% | -29.8% |
| FTC | Sell | FIRST TRUST LRGCP GWT ALPHAD | $1,964,720 | -6.7% | 21,117 | -8.3% | 0.29% | -13.1% |
| IBD | Buy | NORTHERN LTS FD TR IVinspire corp bd | $1,903,026 | +3.3% | 81,291 | +1.7% | 0.28% | -3.5% |
| FYX | Sell | FIRST TR SML CP CORE ALPHA F | $1,857,859 | +0.6% | 23,050 | -2.1% | 0.27% | -5.9% |
| FTSM | Buy | FIRST TR EXCHANGE-TRADED FDfirst tr enh new | $1,825,589 | +42.2% | 30,677 | +42.0% | 0.27% | +33.0% |
| FEX | Buy | FIRST TR LRGE CP CORE ALPHA | $1,718,544 | +5.6% | 21,348 | +5.1% | 0.25% | -1.6% |
| JEPI | Buy | J P MORGAN EXCHANGE TRADED Fequity premium | $1,661,803 | +24.5% | 30,436 | +24.2% | 0.24% | +16.3% |
| DFAS | Buy | DIMENSIONAL ETF TRUSTus small cap etf | $1,645,431 | +7.5% | 31,223 | +4.3% | 0.24% | +0.4% |
| FPE | Buy | FIRST TR EXCH TRADED FD IIIpfd secs inc etf | $1,565,068 | +17.4% | 98,062 | +23.6% | 0.23% | +9.6% |
| HFRO | Buy | HIGHLAND INCOME FD | $1,521,716 | +8.1% | 173,119 | +26.7% | 0.22% | +0.9% |
| AMZN | Buy | AMAZON COM INC | $1,490,681 | +38.3% | 14,432 | +12.5% | 0.22% | +29.2% |
| FDT | Buy | FIRST TR EXCH TRD ALPHDX FDdev mrk ex us | $1,353,626 | +66.2% | 26,704 | +56.5% | 0.20% | +55.1% |
| Buy | DIMENSIONAL ETF TRUST | $1,290,385 | +14.0% | 30,362 | +11.4% | 0.19% | +6.2% | |
| Buy | ANNALY CAPITAL MANAGEMENT IN | $1,265,488 | +16.3% | 66,221 | +28.3% | 0.18% | +8.2% | |
| IEFA | Sell | ISHARES TRcore msci eafe | $1,252,976 | -96.2% | 18,743 | -96.5% | 0.18% | -96.5% |
| FLTB | Sell | FIDELITY MERRIMACK STR TRltd trm bd etf | $1,209,191 | -4.9% | 24,952 | -5.9% | 0.18% | -11.1% |
| PSCT | New | INVESCO EXCH TRADED FD TR IIs&p smlcp info | $1,184,476 | – | 9,004 | +100.0% | 0.17% | – |
| RCD | New | INVESCO EXCHANGE TRADED FD Ts&p500 eql dis | $1,172,864 | – | 9,173 | +100.0% | 0.17% | – |
| Buy | DIMENSIONAL ETF TRUSTshort duration f | $1,094,224 | +10.5% | 23,451 | +9.2% | 0.16% | +2.6% | |
| AMAT | Buy | APPLIED MATLS INC | $1,054,987 | +47.0% | 8,589 | +16.5% | 0.15% | +37.5% |
| CASS | Sell | CASS INFORMATION SYS INC | $988,637 | -8.0% | 22,827 | -2.7% | 0.14% | -14.3% |
| NEAR | Buy | ISHARES U S ETF TRblackrock st mat | $957,885 | +7.9% | 19,312 | +7.2% | 0.14% | +0.7% |
| IGE | Sell | ISHARES TRnorth amern nat | $856,537 | -32.1% | 21,867 | -29.6% | 0.12% | -36.5% |
| V | Sell | VISA INC | $751,114 | +7.4% | 3,331 | -1.0% | 0.11% | 0.0% |
| MPC | Sell | MARATHON PETE CORP | $735,718 | -29.6% | 5,457 | -39.2% | 0.11% | -34.4% |
| SO | Buy | SOUTHERN CO | $738,025 | +55.4% | 10,607 | +59.5% | 0.11% | +44.6% |
| RYF | Sell | INVESCO EXCHANGE TRADED FD Ts&p500 eql fin | $700,579 | -40.8% | 13,881 | -33.9% | 0.10% | -44.9% |
| PFE | Buy | PFIZER INC | $680,392 | -16.9% | 16,676 | +4.4% | 0.10% | -22.7% |
| FTSL | Buy | FIRST TR EXCHANGE-TRADED FDsenior ln fd | $682,088 | +5.2% | 15,077 | +3.7% | 0.10% | -2.0% |
| JPM | Buy | JPMORGAN CHASE & CO | $681,461 | +7.1% | 5,230 | +10.2% | 0.10% | 0.0% |
| MSFT | Sell | MICROSOFT CORP | $680,179 | +19.8% | 2,359 | -0.4% | 0.10% | +11.2% |
| GNTX | Buy | GENTEX CORP | $671,634 | +4.7% | 23,961 | +1.9% | 0.10% | -2.0% |
| SYK | Buy | STRYKER CORPORATION | $668,285 | +17.9% | 2,341 | +1.0% | 0.10% | +10.2% |
| FSEP | FIRST TR EXCHNG TRADED FD VIft cboe vest us | $643,556 | +5.6% | 18,200 | 0.0% | 0.09% | -1.1% | |
| FMB | Buy | FIRST TR EXCH TRADED FD IIImanagd mun etf | $644,642 | +128.4% | 12,656 | +124.7% | 0.09% | +113.6% |
| GSLC | Sell | GOLDMAN SACHS ETF TRactivebeta us lg | $621,674 | -1.5% | 7,654 | -7.7% | 0.09% | -8.1% |
| BJ | Sell | BJS WHSL CLUB HLDGS INC | $608,864 | +12.1% | 8,004 | -2.5% | 0.09% | +4.7% |
| NREF | Buy | NEXPOINT REAL ESTATE FIN INC | $600,576 | +19.2% | 38,326 | +20.9% | 0.09% | +10.1% |
| ALL | Sell | ALLSTATE CORP | $592,390 | -18.3% | 5,346 | -0.1% | 0.09% | -23.9% |
| FCX | Sell | FREEPORT-MCMORAN INCcl b | $591,989 | -6.7% | 14,471 | -13.4% | 0.09% | -13.1% |
| WEC | Buy | WEC ENERGY GROUP INC | $542,957 | +6.7% | 5,728 | +5.5% | 0.08% | 0.0% |
| STK | Buy | COLUMBIA SELIGM PREM TECH GR | $522,176 | +20.1% | 18,763 | +0.2% | 0.08% | +11.8% |
| GD | Buy | GENERAL DYNAMICS CORP | $514,434 | +2.3% | 2,254 | +11.2% | 0.08% | -5.1% |
| DSEP | FIRST TR EXCHNG TRADED FD VIft cboe vest us | $498,903 | +4.5% | 15,580 | 0.0% | 0.07% | -2.7% | |
| PG | Buy | PROCTER AND GAMBLE CO | $504,185 | +1.2% | 3,391 | +3.1% | 0.07% | -6.4% |
| WMT | Buy | WALMART INC | $458,546 | +11.5% | 3,110 | +7.2% | 0.07% | +4.7% |
| ATVI | Buy | ACTIVISION BLIZZARD INC | $458,848 | +45.2% | 5,361 | +29.9% | 0.07% | +36.7% |
| DAPR | FIRST TR EXCHNG TRADED FD VIcboe vest us dep | $438,286 | +0.7% | 14,777 | 0.0% | 0.06% | -5.9% | |
| SLV | Buy | ISHARES SILVER TRishares | $433,264 | +2.4% | 19,587 | +2.0% | 0.06% | -4.5% |
| CSCO | Sell | CISCO SYS INC | $431,820 | +6.4% | 8,261 | -3.0% | 0.06% | 0.0% |
| GBIL | New | GOLDMAN SACHS ETF TRacces treasury | $425,820 | – | 4,252 | +100.0% | 0.06% | – |
| SPY | Buy | SPDR S&P 500 ETF TRtr unit | $423,617 | +7.3% | 1,035 | +0.3% | 0.06% | 0.0% |
| XOM | Buy | EXXON MOBIL CORP | $421,654 | +0.7% | 3,845 | +1.3% | 0.06% | -6.2% |
| MS | MORGAN STANLEY | $415,470 | +3.3% | 4,732 | 0.0% | 0.06% | -3.2% | |
| C | Buy | CITIGROUP INC | $403,914 | +44.6% | 8,614 | +39.5% | 0.06% | +34.1% |
| AMT | Buy | AMERICAN TOWER CORP NEW | $401,864 | +11.2% | 1,967 | +15.3% | 0.06% | +5.4% |
| BYD | Buy | BOYD GAMING CORP | $396,133 | +42.4% | 6,178 | +21.1% | 0.06% | +34.9% |
| TSLA | TESLA INC | $397,286 | +68.4% | 1,915 | 0.0% | 0.06% | +56.8% | |
| RDVY | Buy | FIRST TR EXCHANGE-TRADED FDrisng divd achiv | $389,965 | +36.0% | 8,691 | +33.1% | 0.06% | +26.7% |
| AVNT | Buy | AVIENT CORPORATION | $375,585 | +30.0% | 9,125 | +6.6% | 0.06% | +22.2% |
| GOF | Sell | GUGGENHEIM STRATEGIC OPPORTU | $368,873 | +2.0% | 22,812 | -4.0% | 0.05% | -3.6% |
| CII | Buy | BLACKROCK ENHANCD CAP & INM | $373,120 | +4.8% | 20,810 | +0.0% | 0.05% | -3.6% |
| COG | Sell | COTERRA ENERGY INC | $362,939 | -27.1% | 14,790 | -27.1% | 0.05% | -32.1% |
| VVV | Buy | VALVOLINE INC | $364,494 | +15.4% | 10,432 | +7.8% | 0.05% | +8.2% |
| UNH | UNITEDHEALTH GROUP INC | $359,925 | -10.9% | 762 | 0.0% | 0.05% | -17.5% | |
| FFEB | FIRST TR EXCHNG TRADED FD VIus eqt buffer | $354,176 | +5.1% | 9,475 | 0.0% | 0.05% | -1.9% | |
| DOC | Buy | PHYSICIANS RLTY TR | $355,161 | +33.9% | 23,788 | +29.8% | 0.05% | +26.8% |
| DE | Buy | DEERE & CO | $348,884 | +5.0% | 845 | +9.0% | 0.05% | -1.9% |
| HWC | Buy | HANCOCK WHITNEY CORPORATION | $351,988 | -10.0% | 9,670 | +19.6% | 0.05% | -16.4% |
| SLQD | Buy | ISHARES TR0-5yr invt gr cp | $344,741 | +22.5% | 7,111 | +20.9% | 0.05% | +13.6% |
| MTB | Sell | M & T BK CORP | $345,275 | -19.7% | 2,888 | -2.6% | 0.05% | -25.4% |
| PLAB | Buy | PHOTRONICS INC | $342,609 | +7.8% | 20,664 | +9.4% | 0.05% | 0.0% |
| TEX | Sell | TEREX CORP NEW | $345,869 | +11.9% | 7,149 | -1.2% | 0.05% | +4.2% |
| IBM | INTERNATIONAL BUSINESS MACHS | $328,118 | -7.0% | 2,503 | 0.0% | 0.05% | -12.7% | |
| AMGN | Sell | AMGEN INC | $318,952 | -34.5% | 1,319 | -28.8% | 0.05% | -39.5% |
| GIC | Buy | GLOBAL INDUSTRIAL COMPANY | $312,203 | +17.0% | 11,632 | +2.6% | 0.04% | +7.1% |
| STIP | Sell | ISHARES TR0-5 yr tips etf | $311,036 | -29.5% | 3,134 | -31.1% | 0.04% | -34.8% |
| QQQ | Buy | INVESCO QQQ TRunit ser 1 | $299,749 | +24.4% | 934 | +3.2% | 0.04% | +15.8% |
| TIP | ISHARES TRtips bd etf | $294,698 | +3.6% | 2,673 | 0.0% | 0.04% | -2.3% | |
| TRTN | New | TRITON INTL LTDcl a | $284,128 | – | 4,494 | +100.0% | 0.04% | – |
| ETSY | Sell | ETSY INC | $278,548 | -22.0% | 2,502 | -16.0% | 0.04% | -26.8% |
| GSST | Buy | GOLDMAN SACHS ETF TRaces ultra shr | $268,101 | +22.5% | 5,369 | +21.6% | 0.04% | +14.7% |
| MKC | MCCORMICK & CO INC | $270,100 | +0.4% | 3,246 | 0.0% | 0.04% | -7.1% | |
| TTC | TORO CO | $266,784 | -1.8% | 2,400 | 0.0% | 0.04% | -7.1% | |
| VECO | Buy | VEECO INSTRS INC DEL | $264,315 | +30.2% | 12,509 | +14.5% | 0.04% | +18.8% |
| RMD | Sell | RESMED INC | $250,744 | -24.9% | 1,145 | -28.7% | 0.04% | -28.8% |
| SNV | Buy | SYNOVUS FINL CORP | $252,128 | +6.2% | 8,178 | +29.4% | 0.04% | 0.0% |
| SUSA | ISHARES TRmsci usa esg slc | $252,427 | +6.6% | 2,876 | 0.0% | 0.04% | 0.0% | |
| VTI | VANGUARD INDEX FDStotal stk mkt | $251,859 | +6.8% | 1,234 | 0.0% | 0.04% | 0.0% | |
| HON | Sell | HONEYWELL INTL INC | $249,794 | -10.9% | 1,307 | -0.1% | 0.04% | -18.2% |
| HD | HOME DEPOT INC | $239,047 | -6.6% | 810 | 0.0% | 0.04% | -12.5% | |
| CMP | New | COMPASS MINERALS INTL INC | $242,193 | – | 7,063 | +100.0% | 0.04% | – |
| SPLV | INVESCO EXCH TRADED FD TR IIs&p500 low vol | $239,491 | -2.3% | 3,838 | 0.0% | 0.04% | -7.9% | |
| EMR | EMERSON ELEC CO | $237,805 | -9.3% | 2,729 | 0.0% | 0.04% | -14.6% | |
| JNJ | Buy | JOHNSON & JOHNSON | $243,411 | -4.5% | 1,570 | +8.9% | 0.04% | -12.5% |
| GGN | Buy | GAMCO GLOBAL GOLD NAT RES & | $230,095 | +0.9% | 62,868 | +0.1% | 0.03% | -5.6% |
| DJUN | FIRST TR EXCHNG TRADED FD VIcboe vest us eqt | $231,063 | +5.5% | 6,778 | 0.0% | 0.03% | 0.0% | |
| FISV | Buy | FISERV INC | $233,520 | +15.5% | 2,066 | +3.2% | 0.03% | +6.2% |
| CMA | Buy | COMERICA INC | $230,734 | +0.4% | 5,314 | +54.6% | 0.03% | -5.6% |
| BRKB | BERKSHIRE HATHAWAY INC DELcl b new | $224,785 | -0.0% | 728 | 0.0% | 0.03% | -5.7% | |
| SPXX | NUVEEN S&P 500 DYNAMIC OVERW | $229,852 | -3.3% | 14,753 | 0.0% | 0.03% | -10.8% | |
| PPA | INVESCO EXCHANGE TRADED FD Taerospace defn | $223,365 | +2.7% | 2,773 | 0.0% | 0.03% | -2.9% | |
| IWR | ISHARES TRrus mid cap etf | $227,170 | +3.7% | 3,249 | 0.0% | 0.03% | -2.9% | |
| FDL | Buy | FIRST TR MORNINGSTAR DIVID L | $218,858 | +0.1% | 6,165 | +3.1% | 0.03% | -5.9% |
| LLY | Buy | LILLY ELI & CO | $210,516 | -3.3% | 613 | +3.0% | 0.03% | -8.8% |
| DIA | Buy | SPDR DOW JONES INDL AVERAGEut ser 1 | $210,508 | +0.5% | 633 | +0.2% | 0.03% | -6.1% |
| PH | New | PARKER-HANNIFIN CORP | $204,691 | – | 609 | +100.0% | 0.03% | – |
| XMLV | Sell | INVESCO EXCH TRADED FD TR IIs&p midcp low | $206,875 | -7.9% | 3,948 | -6.0% | 0.03% | -14.3% |
| DJUL | New | FIRST TR EXCHNG TRADED FD VIcboe vest us eqt | $206,038 | – | 6,371 | +100.0% | 0.03% | – |
| FSMB | Sell | FIRST TR EXCH TRADED FD IIIshrt dur mng mun | $200,152 | -33.4% | 10,068 | -33.9% | 0.03% | -38.3% |
| FITB | Sell | FIFTH THIRD BANCORP | $200,683 | -19.9% | 7,533 | -1.3% | 0.03% | -25.6% |
| F | Buy | FORD MTR CO DEL | $175,311 | +8.4% | 13,914 | +0.1% | 0.03% | +4.0% |
| ETW | Buy | EATON VANCE TAX-MANAGED GLOB | $163,330 | +4.2% | 20,214 | +0.1% | 0.02% | 0.0% |
| FOF | COHEN & STEERS CLOSED-END OP | $157,112 | +4.9% | 14,335 | 0.0% | 0.02% | 0.0% | |
| ASG | LIBERTY ALL-STAR GROWTH FD I | $157,634 | +7.1% | 29,855 | 0.0% | 0.02% | 0.0% | |
| BDJ | BLACKROCK ENHANCED EQUITY DI | $147,198 | -4.7% | 17,136 | 0.0% | 0.02% | -12.5% | |
| MCBC | Buy | MACATAWA BK CORP | $142,240 | -7.3% | 13,918 | +0.0% | 0.02% | -12.5% |
| ETY | Sell | EATON VANCE TAX-MANAGED DIVE | $116,968 | -4.8% | 10,023 | -11.4% | 0.02% | -10.5% |
| EXG | EATON VANCE TAX-MANAGED GLOB | $111,355 | +3.4% | 14,258 | 0.0% | 0.02% | -5.9% | |
| IGD | VOYA GLBL EQTY DIV & PREM OP | $80,147 | -5.7% | 15,715 | 0.0% | 0.01% | -7.7% | |
| NYMT | Exit | NEW YORK MTG TR INC | $0 | – | -16,516 | -100.0% | -0.01% | – |
| WU | Exit | WESTERN UN CO | $0 | – | -13,160 | -100.0% | -0.03% | – |
| SHY | Exit | ISHARES TR1 3 yr treas bd | $0 | – | -3,224 | -100.0% | -0.04% | – |
| FLOT | Exit | ISHARES TRfltg rate nt etf | $0 | – | -10,065 | -100.0% | -0.08% | – |
| RHS | Exit | INVESCO EXCHANGE TRADED FD Ts&p500 eql stp | $0 | – | -4,744 | -100.0% | -0.13% | – |
| XLV | Exit | SELECT SECTOR SPDR TRsbi healthcare | $0 | – | -6,013 | -100.0% | -0.13% | – |
| FBND | Exit | FIDELITY MERRIMACK STR TRtotal bd etf | $0 | – | -21,459 | -100.0% | -0.15% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2023-04-20
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.