| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| Exit | MYMD PHARMACEUTICALS INC | $0 | – | -16,343 | -100.0% | -0.00% | – | |
| IGD | Exit | VOYA GLBL EQTY DIV & PREM OP | $0 | – | -15,715 | -100.0% | -0.01% | – |
| MCBC | Exit | MACATAWA BK CORP | $0 | – | -11,919 | -100.0% | -0.02% | – |
| EXG | Exit | EATON VANCE TAX-MANAGED GLOB | $0 | – | -14,258 | -100.0% | -0.02% | – |
| ETY | Exit | EATON VANCE TAX-MANAGED DIVE | $0 | – | -10,023 | -100.0% | -0.02% | – |
| BDJ | Exit | BLACKROCK ENHANCED EQUITY DI | $0 | – | -17,136 | -100.0% | -0.02% | – |
| ETW | Exit | EATON VANCE TAX-MANAGED GLOB | $0 | – | -18,240 | -100.0% | -0.02% | – |
| FOF | Exit | COHEN & STEERS CLOSED-END OP | $0 | – | -14,335 | -100.0% | -0.02% | – |
| ASG | Exit | LIBERTY ALL-STAR GROWTH FD I | $0 | – | -29,855 | -100.0% | -0.02% | – |
| GGN | Exit | GAMCO GLOBAL GOLD NAT RES & | $0 | – | -51,191 | -100.0% | -0.03% | – |
| FSMB | Exit | FIRST TR EXCH TRADED FD IIIshrt dur mng mun | $0 | – | -10,068 | -100.0% | -0.03% | – |
| HD | Exit | HOME DEPOT INC | $0 | – | -682 | -100.0% | -0.03% | – |
| PH | Exit | PARKER-HANNIFIN CORP | $0 | – | -549 | -100.0% | -0.03% | – |
| VTI | Exit | VANGUARD INDEX FDStotal stk mkt | $0 | – | -1,001 | -100.0% | -0.03% | – |
| SPXX | Exit | NUVEEN S&P 500 DYNAMIC OVERW | $0 | – | -14,753 | -100.0% | -0.04% | – |
| DJUL | Exit | FIRST TR EXCHNG TRADED FD VIcboe vest us eqt | $0 | – | -6,371 | -100.0% | -0.04% | – |
| FISV | Exit | FISERV INC | $0 | – | -2,000 | -100.0% | -0.04% | – |
| PPA | Exit | INVESCO EXCHANGE TRADED FD Taerospace defn | $0 | – | -2,773 | -100.0% | -0.04% | – |
| SPLV | Exit | INVESCO EXCH TRADED FD TR IIs&p500 low vol | $0 | – | -3,838 | -100.0% | -0.04% | – |
| IWR | Exit | ISHARES TRrus mid cap etf | $0 | – | -3,249 | -100.0% | -0.04% | – |
| AVNT | Exit | AVIENT CORPORATION | $0 | – | -6,557 | -100.0% | -0.04% | – |
| DOC | Exit | PHYSICIANS RLTY TR | $0 | – | -19,048 | -100.0% | -0.04% | – |
| PLAB | Exit | PHOTRONICS INC | $0 | – | -11,326 | -100.0% | -0.04% | – |
| AVNW | Exit | AVIAT NETWORKS INC | $0 | – | -7,434 | -100.0% | -0.04% | – |
| VVV | Exit | VALVOLINE INC | $0 | – | -7,292 | -100.0% | -0.04% | – |
| BYD | Exit | BOYD GAMING CORP | $0 | – | -3,927 | -100.0% | -0.04% | – |
| DJUN | Exit | FIRST TR EXCHNG TRADED FD VIcboe vest us eqt | $0 | – | -6,778 | -100.0% | -0.04% | – |
| SLV | Exit | ISHARES SILVER TRishares | $0 | – | -12,036 | -100.0% | -0.04% | – |
| MKC | Exit | MCCORMICK & CO INC | $0 | – | -3,246 | -100.0% | -0.04% | – |
| HAE | Exit | HAEMONETICS CORP MASS | $0 | – | -2,747 | -100.0% | -0.04% | – |
| TEX | Exit | TEREX CORP NEW | $0 | – | -4,257 | -100.0% | -0.04% | – |
| BRKB | Exit | BERKSHIRE HATHAWAY INC DELcl b new | $0 | – | -728 | -100.0% | -0.04% | – |
| URI | Exit | UNITED RENTALS INC | $0 | – | -565 | -100.0% | -0.04% | – |
| FTSM | Exit | FIRST TR EXCHANGE-TRADED FDfirst tr enh new | $0 | – | -4,328 | -100.0% | -0.04% | – |
| HON | Exit | HONEYWELL INTL INC | $0 | – | -1,382 | -100.0% | -0.04% | – |
| CMA | Exit | COMERICA INC | $0 | – | -6,278 | -100.0% | -0.04% | – |
| DE | Exit | DEERE & CO | $0 | – | -697 | -100.0% | -0.04% | – |
| SUSA | Exit | ISHARES TRmsci usa esg slc | $0 | – | -2,876 | -100.0% | -0.04% | – |
| GIC | Exit | GLOBAL INDUSTRIAL COMPANY | $0 | – | -7,751 | -100.0% | -0.04% | – |
| Exit | JACOBS SOLUTIONS INC | $0 | – | -1,969 | -100.0% | -0.04% | – | |
| EMR | Exit | EMERSON ELEC CO | $0 | – | -2,729 | -100.0% | -0.04% | – |
| LLY | Exit | ELI LILLY & CO | $0 | – | -547 | -100.0% | -0.05% | – |
| AMT | Exit | AMERICAN TOWER CORP NEW | $0 | – | -1,765 | -100.0% | -0.05% | – |
| SNV | Exit | SYNOVUS FINL CORP | $0 | – | -11,013 | -100.0% | -0.05% | – |
| GOF | Exit | GUGGENHEIM STRATEGIC OPPORTU | $0 | – | -21,090 | -100.0% | -0.05% | – |
| MTB | Exit | M & T BK CORP | $0 | – | -2,620 | -100.0% | -0.05% | – |
| ETN | Exit | EATON CORP PLC | $0 | – | -1,571 | -100.0% | -0.05% | – |
| QQQ | Exit | INVESCO QQQ TRunit ser 1 | $0 | – | -952 | -100.0% | -0.06% | – |
| ATVI | Exit | ACTIVISION BLIZZARD INC | $0 | – | -3,628 | -100.0% | -0.06% | – |
| MPC | Exit | MARATHON PETE CORP | $0 | – | -2,257 | -100.0% | -0.06% | – |
| HWC | Exit | HANCOCK WHITNEY CORPORATION | $0 | – | -9,255 | -100.0% | -0.06% | – |
| IBM | Exit | INTERNATIONAL BUSINESS MACHS | $0 | – | -2,503 | -100.0% | -0.06% | – |
| CSCO | Exit | CISCO SYS INC | $0 | – | -6,692 | -100.0% | -0.06% | – |
| DIS | Exit | DISNEY WALT CO | $0 | – | -4,405 | -100.0% | -0.06% | – |
| CII | Exit | BLACKROCK ENHANCD CAP & INM | $0 | – | -19,629 | -100.0% | -0.06% | – |
| C | Exit | CITIGROUP INC | $0 | – | -9,014 | -100.0% | -0.06% | – |
| GBIL | Exit | GOLDMAN SACHS ETF TRacces treasury | $0 | – | -3,718 | -100.0% | -0.06% | – |
| FFEB | Exit | FIRST TR EXCHNG TRADED FD VIus eqt buffer | $0 | – | -9,475 | -100.0% | -0.06% | – |
| SPY | Exit | SPDR S&P 500 ETF TRtr unit | $0 | – | -887 | -100.0% | -0.06% | – |
| SLQD | Exit | ISHARES TR0-5yr invt gr cp | $0 | – | -7,870 | -100.0% | -0.06% | – |
| RDVY | Exit | FIRST TR EXCHANGE-TRADED FDrisng divd achiv | $0 | – | -8,251 | -100.0% | -0.06% | – |
| WMT | Exit | WALMART INC | $0 | – | -2,491 | -100.0% | -0.06% | – |
| FTHI | Exit | FIRST TR EXCHANGE-TRADED FDbuywrit incm etf | $0 | – | -20,488 | -100.0% | -0.07% | – |
| DAPR | Exit | FIRST TR EXCHNG TRADED FD VIcboe vest us dep | $0 | – | -13,612 | -100.0% | -0.07% | – |
| GD | Exit | GENERAL DYNAMICS CORP | $0 | – | -1,941 | -100.0% | -0.07% | – |
| GSLC | Exit | GOLDMAN SACHS ETF TRactivebeta us lg | $0 | – | -5,077 | -100.0% | -0.07% | – |
| WEC | Exit | WEC ENERGY GROUP INC | $0 | – | -5,478 | -100.0% | -0.07% | – |
| FCX | Exit | FREEPORT-MCMORAN INCcl b | $0 | – | -11,828 | -100.0% | -0.07% | – |
| TSLA | Exit | TESLA INC | $0 | – | -1,757 | -100.0% | -0.07% | – |
| BJ | Exit | BJS WHSL CLUB HLDGS INC | $0 | – | -6,468 | -100.0% | -0.07% | – |
| XOM | Exit | EXXON MOBIL CORP | $0 | – | -3,955 | -100.0% | -0.08% | – |
| ISTB | Exit | ISHARES TRcore 1 5 yr usd | $0 | – | -10,163 | -100.0% | -0.08% | – |
| STK | Exit | COLUMBIA SELIGM PREM TECH GR | $0 | – | -17,755 | -100.0% | -0.08% | – |
| PG | Exit | PROCTER AND GAMBLE CO | $0 | – | -3,548 | -100.0% | -0.08% | – |
| AMAT | Exit | APPLIED MATLS INC | $0 | – | -3,731 | -100.0% | -0.08% | – |
| IG | Exit | PRINCIPAL EXCHANGE TRADED FDprnc invt grad | $0 | – | -31,247 | -100.0% | -0.10% | – |
| SYK | Exit | STRYKER CORPORATION | $0 | – | -2,316 | -100.0% | -0.10% | – |
| V | Exit | VISA INC | $0 | – | -2,932 | -100.0% | -0.11% | – |
| RYF | Exit | INVESCO EXCHANGE TRADED FD Ts&p500 eql fin | $0 | – | -14,717 | -100.0% | -0.12% | – |
| JPM | Exit | JPMORGAN CHASE & CO | $0 | – | -5,228 | -100.0% | -0.12% | – |
| Exit | ANNALY CAPITAL MANAGEMENT IN | $0 | – | -40,496 | -100.0% | -0.12% | – | |
| GNTX | Exit | GENTEX CORP | $0 | – | -23,457 | -100.0% | -0.12% | – |
| MSFT | Exit | MICROSOFT CORP | $0 | – | -2,451 | -100.0% | -0.12% | – |
| FMB | Exit | FIRST TR EXCH TRADED FD IIImanagd mun etf | $0 | – | -16,813 | -100.0% | -0.13% | – |
| CASS | Exit | CASS INFORMATION SYS INC | $0 | – | -22,827 | -100.0% | -0.14% | – |
| JEPI | Exit | J P MORGAN EXCHANGE TRADED Fequity premium | $0 | – | -16,131 | -100.0% | -0.14% | – |
| FPE | Exit | FIRST TR EXCH TRADED FD IIIpfd secs inc etf | $0 | – | -54,473 | -100.0% | -0.14% | – |
| SO | Exit | SOUTHERN CO | $0 | – | -13,667 | -100.0% | -0.14% | – |
| IGE | Exit | ISHARES TRnorth amern nat | $0 | – | -21,355 | -100.0% | -0.14% | – |
| FEX | Exit | FIRST TR LRGE CP CORE ALPHA | $0 | – | -12,027 | -100.0% | -0.16% | – |
| NEAR | Exit | ISHARES U S ETF TRblackrock st mat | $0 | – | -20,198 | -100.0% | -0.16% | – |
| IEFA | Exit | ISHARES TRcore msci eafe | $0 | – | -17,686 | -100.0% | -0.18% | – |
| MLPA | Exit | GLOBAL X FDSglbl x mlp etf | $0 | – | -25,654 | -100.0% | -0.18% | – |
| XLY | Exit | SELECT SECTOR SPDR TRsbi cons discr | $0 | – | -7,568 | -100.0% | -0.20% | – |
| JPST | Exit | J P MORGAN EXCHANGE TRADED Fultra shrt inc | $0 | – | -24,302 | -100.0% | -0.20% | – |
| XLK | Exit | SELECT SECTOR SPDR TRtechnology | $0 | – | -7,443 | -100.0% | -0.20% | – |
| HYG | Exit | ISHARES TRiboxx hi yd etf | $0 | – | -17,355 | -100.0% | -0.21% | – |
| FDT | Exit | FIRST TR EXCH TRD ALPHDX FDdev mrk ex us | $0 | – | -29,135 | -100.0% | -0.24% | – |
| AMZN | Exit | AMAZON COM INC | $0 | – | -12,626 | -100.0% | -0.26% | – |
| FDVV | Exit | FIDELITY COVINGTON TRUSThigh divid etf | $0 | – | -41,601 | -100.0% | -0.26% | – |
| DFAS | Exit | DIMENSIONAL ETF TRUSTus small cap etf | $0 | – | -36,572 | -100.0% | -0.31% | – |
| TPHD | Exit | TIMOTHY PLANhig dv stk etf | $0 | – | -63,050 | -100.0% | -0.31% | – |
| FYX | Exit | FIRST TR SML CP CORE ALPHA F | $0 | – | -25,014 | -100.0% | -0.32% | – |
| HYLS | Exit | FIRST TR EXCHANGE-TRADED FDfirst tr ta hiyl | $0 | – | -55,767 | -100.0% | -0.35% | – |
| TPIF | Exit | TIMOTHY PLANintl etf | $0 | – | -100,554 | -100.0% | -0.39% | – |
| TPLC | Exit | TIMOTHY PLANus lrgmd cp core | $0 | – | -70,468 | -100.0% | -0.39% | – |
| IJJ | Exit | ISHARES TRs&p mc 400vl etf | $0 | – | -25,016 | -100.0% | -0.41% | – |
| ITOT | Exit | ISHARES TRcore s&p ttl stk | $0 | – | -27,843 | -100.0% | -0.42% | – |
| FTA | Exit | FIRST TR LRG CP VL ALPHADEX | $0 | – | -42,879 | -100.0% | -0.45% | – |
| Exit | DIMENSIONAL ETF TRUST | $0 | – | -71,176 | -100.0% | -0.46% | – | |
| IVV | Exit | ISHARES TRcore s&p500 etf | $0 | – | -6,695 | -100.0% | -0.46% | – |
| FTC | Exit | FIRST TRUST LRGCP GWT ALPHAD | $0 | – | -30,835 | -100.0% | -0.48% | – |
| DFUS | Exit | DIMENSIONAL ETF TRUSTus equity etf | $0 | – | -70,425 | -100.0% | -0.53% | – |
| ISMD | Exit | NORTHERN LTS FD TR IVinspire sml/ mid | $0 | – | -108,312 | -100.0% | -0.53% | – |
| AAPL | Exit | APPLE INC | $0 | – | -19,449 | -100.0% | -0.54% | – |
| IBD | Exit | NORTHERN LTS FD TR IVinspire corp bd | $0 | – | -162,542 | -100.0% | -0.59% | – |
| FNX | Exit | FIRST TR MID CAP CORE ALPHAD | $0 | – | -45,002 | -100.0% | -0.67% | – |
| BIBL | Exit | NORTHERN LTS FD TR IVinspire 100 etf | $0 | – | -165,704 | -100.0% | -0.84% | – |
| AGG | Exit | ISHARES TRcore us aggbd et | $0 | – | -283,667 | -100.0% | -4.30% | – |
| Exit | DIMENSIONAL ETF TRUSTus high profitab | $0 | – | -1,185,692 | -100.0% | -4.91% | – | |
| LQD | Exit | ISHARES TRiboxx inv cp etf | $0 | – | -357,969 | -100.0% | -5.89% | – |
| DFAI | Exit | DIMENSIONAL ETF TRUSTintl core eqt mk | $0 | – | -1,861,886 | -100.0% | -7.84% | – |
| FIXD | Exit | FIRST TR EXCHNG TRADED FD VItcw opportunis | $0 | – | -1,168,508 | -100.0% | -7.93% | – |
| IJR | Exit | ISHARES TRcore s&p scp etf | $0 | – | -666,471 | -100.0% | -10.14% | – |
| IVE | Exit | ISHARES TRs&p 500 val etf | $0 | – | -458,002 | -100.0% | -11.36% | – |
| IVW | Exit | ISHARES TRs&p 500 grwt etf | $0 | – | -1,105,700 | -100.0% | -12.20% | – |
| IJH | Exit | ISHARES TRcore s&p mcp etf | $0 | – | -483,808 | -100.0% | -19.46% | – |
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.