Investor

LVZ, Inc.

Portfolio Total Value

$783,271,000.00

Number of Stocks

152

Period of Reporting

2024-12-31

Stocks

Stock Value % Recent Activity Share Reported Price Current Price +/- Reported Price 52 Week Low 52 Week High
SDVY $97,756,000.0 13.41%
Added 0.65%
2,726,811 $35.85 $38.96
Added 8.68%
$31.4 $40.6
IVW $96,087,000.0 13.18%
Reduced 0.73%
946,392 $101.53 $122.06
Added 20.22%
$77.2 $106.33
IVE $83,408,000.0 11.44%
Added 1.56%
436,966 $190.88 $211.03
Added 10.56%
$172.85 $206.63
DUHP $68,790,000.0 9.43%
Added 0.98%
2,035,836 $33.79 $37.88
Added 12.1%
$29.14 $35.79
IJH $66,610,000.0 9.13%
Reduced 2.92%
1,069,019 $62.31 $66.28
Added 6.37%
$54.14 $68.33
$56,852,000.0 7.8%
Added 3577.61%
2,753,129 $20.65 $nan
Reduced nan%
$nan $nan
DFAI $56,670,000.0 7.77%
Added 2.76%
1,940,769 $29.2 $37.66
Added 28.97%
$27.96 $32.11
LQD $44,224,000.0 5.67%
No Change
391,439 $112.98 $110.55
Reduced 2.15%
$104.14 $114.07
IJR $39,258,000.0 5.38%
Reduced 4.58%
340,728 $115.22 $122.24
Added 6.09%
$101.85 $128.61
AGG $30,215,000.0 4.14%
Added 5.56%
311,825 $96.9 $100.1
Added 3.3%
$94.85 $102.04
BIBL $7,217,000.0 0.99%
Added 2.23%
185,499 $38.91 $45.13
Added 15.99%
$35.11 $42.48
AAPL $6,098,000.0 0.84%
Added 3.27%
24,354 $250.42 $274.61
Added 9.66%
$164.08 $260.1
ITOT $5,839,000.0 0.8%
Added 29.48%
45,399 $128.62 $147.82
Added 14.93%
$106.31 $134.51
IVV $5,397,000.0 0.74%
Reduced 4.78%
9,169 $588.67 $679.84
Added 15.49%
$485.19 $612.09
DFUS $5,320,000.0 0.73%
Added 12.9%
83,460 $63.75 $73.73
Added 15.65%
$52.49 $66.58
DFCF $4,757,000.0 0.65%
Added 26.68%
115,282 $41.27 $42.51
Added 3.0%
$40.7 $43.58
IBD $4,345,000.0 0.6%
Added 8.6%
185,393 $23.44 $24.17
Added 3.11%
$22.99 $25.49
IJJ $3,510,000.0 0.48%
Added 13.31%
28,096 $124.96 $132.47
Added 6.01%
$108.67 $136.42
FTC $3,076,000.0 0.42%
Reduced 2.25%
22,250 $138.25 $159.4
Added 15.3%
$111.42 $149.16
ISMD $2,961,000.0 0.41%
Added 0.47%
78,940 $37.52 $39.44
Added 5.12%
$32.84 $41.16
TPLC $2,895,000.0 0.4%
Added 1.99%
67,604 $42.83 $45.62
Added 6.51%
$37.89 $46.48
AMZN $2,771,000.0 0.38%
Reduced 1.14%
12,631 $219.39 $222.56
Added 1.44%
$151.61 $235.44
FTA $2,764,000.0 0.38%
Added 0.46%
36,153 $76.46 $85.89
Added 12.33%
$69.17 $83.93
DFAS $2,709,000.0 0.37%
Added 14.2%
41,631 $65.08 $70.59
Added 8.47%
$56.87 $71.78
TPIF $2,709,000.0 0.37%
Added 2.79%
101,926 $26.58 $34.37
Added 29.31%
$24.64 $29.22
HYG $2,445,000.0 0.34%
Reduced 8.2%
31,087 $78.65 $80.66
Added 2.56%
$75.59 $80.37
TPHD $2,328,000.0 0.32%
Added 2.78%
64,043 $36.36 $38.7
Added 6.44%
$32.41 $39.66
FEX $2,222,000.0 0.3%
Reduced 0.7%
21,306 $104.3 $118.28
Added 13.4%
$90.04 $113.17
IEMG $2,078,000.0 0.27%
No Change
36,198 $57.41 $65.15
Added 13.48%
$48.31 $59.0
IWC $1,934,000.0 0.27%
Reduced 11.97%
14,840 $130.38 $160.81
Added 23.34%
$108.9 $139.98
JPM $1,871,000.0 0.26%
Added 3.55%
7,807 $239.7 $315.55
Added 31.64%
$168.86 $264.25
IEUR $2,035,000.0 0.26%
No Change
33,402 $60.93 $69.83
Added 14.61%
$53.26 $61.81
IPAC $2,056,000.0 0.26%
No Change
30,889 $66.59 $72.92
Added 9.51%
$55.89 $67.43
MSFT $1,824,000.0 0.25%
Added 9.48%
4,329 $421.53 $476.39
Added 13.01%
$385.58 $468.35
FNX $1,841,000.0 0.25%
Added 0.22%
15,911 $115.72 $127.09
Added 9.83%
$100.61 $127.98
FQAL $1,826,000.0 0.25%
Reduced 11.04%
27,915 $65.43 $75.34
Added 15.15%
$54.69 $68.61
FDT $1,668,000.0 0.23%
Added 2.85%
30,854 $54.08 $78.45
Added 45.06%
$50.47 $58.95
SO $1,503,000.0 0.21%
Added 11.88%
18,268 $82.32 $85.71
Added 4.12%
$65.8 $94.45
SYK $1,512,000.0 0.21%
Added 4.84%
4,200 $360.05 $351.69
Reduced 2.32%
$307.23 $398.2
FTHI $1,390,000.0 0.19%
Added 43.32%
59,749 $23.27 $23.52
Added 1.07%
$20.96 $24.09
EWCO $1,397,000.0 0.18%
No Change
42,721 $32.71 $27.53
Reduced 15.84%
$23.79 $30.28
COP $1,198,000.0 0.16%
No Change
12,081 $99.17 $90.77
Reduced 8.47%
$94.23 $135.18
V $1,144,000.0 0.16%
Added 10.49%
3,622 $316.08 $345.11
Added 9.18%
$252.7 $325.74
HYLS $1,169,000.0 0.16%
Added 6.79%
28,295 $41.33 $41.65
Added 0.77%
$40.12 $42.55
FMB $1,136,000.0 0.16%
No Change
22,285 $51.01 $50.97
Reduced 0.08%
$48.1 $52.13
FYX $1,175,000.0 0.16%
Reduced 1.47%
11,627 $101.06 $114.66
Added 13.46%
$86.07 $111.87
IEFA $1,178,000.0 0.16%
Added 1.95%
16,767 $70.28 $88.34
Added 25.7%
$68.74 $78.83
NEAR $993,000.0 0.14%
Reduced 0.42%
19,681 $50.5 $51.24
Added 1.47%
$49.88 $51.4
RYT $987,000.0 0.14%
Added 6.76%
26,391 $37.42 $282.01
Added 653.63%
$213.47 $298.19
CASS $933,000.0 0.13%
No Change
22,827 $40.91 $43.77
Added 6.99%
$37.99 $50.25
XLF $972,000.0 0.13%
Reduced 1.46%
20,113 $48.33 $54.64
Added 13.06%
$38.25 $51.62
JPST $940,000.0 0.13%
Added 5.13%
18,678 $50.37 $50.67
Added 0.6%
$50.2 $50.75
FDVV $844,000.0 0.12%
Added 0.27%
16,900 $49.94 $56.62
Added 13.38%
$42.53 $52.78
LLY $780,000.0 0.11%
Added 11.84%
1,011 $772.0 $1,054.29
Added 36.57%
$624.68 $972.53
NVDA $810,000.0 0.11%
Added 6.64%
6,037 $134.29 $177.72
Added 32.34%
$59.94 $153.13
COST $796,000.0 0.11%
Added 281.14%
869 $916.4 $860.39
Reduced 6.11%
$675.96 $1,008.25
WMT $797,000.0 0.11%
Added 10.34%
8,828 $90.35 $115.42
Added 27.75%
$53.44 $96.18
XOM $747,000.0 0.1%
Added 67.82%
6,946 $107.57 $114.68
Added 6.61%
$97.74 $126.34
TSLA $698,000.0 0.1%
Added 0.52%
1,731 $403.75 $489.88
Added 21.33%
$138.8 $488.54
SPY $705,000.0 0.1%
Added 12.52%
1,204 $586.08 $678.87
Added 15.83%
$482.86 $609.07
IBM $665,000.0 0.09%
Added 19.84%
3,026 $219.83 $303.18
Added 37.92%
$162.62 $239.35
FISV $673,000.0 0.09%
Reduced 7.61%
3,280 $205.42 $67.7
Reduced 67.04%
$0.0 $0.0
GD $625,000.0 0.09%
Added 16.05%
2,372 $263.51 $337.49
Added 28.07%
$251.62 $316.9
VZ $684,000.0 0.09%
Added 80.26%
17,119 $39.99 $40.75
Added 1.9%
$37.59 $45.36
PSX $642,000.0 0.09%
No Change
5,643 $113.93 $131.78
Added 15.67%
$108.91 $174.08
DNOV $628,000.0 0.09%
Added 30.73%
14,668 $42.87 $48.59
Added 13.34%
$38.97 $43.58
C $690,000.0 0.09%
Added 20.43%
9,813 $70.39 $111.28
Added 58.09%
$52.24 $82.03
FFEB $601,000.0 0.08%
No Change
12,095 $49.77 $56.13
Added 12.78%
$43.26 $50.55
AMAT $606,000.0 0.08%
No Change
3,731 $162.63 $258.84
Added 59.16%
$158.96 $255.89
ANET $619,000.0 0.08%
No Change
1,614 $383.82 $126.13
Reduced 67.14%
$60.08 $121.92
GNTX $573,000.0 0.08%
Reduced 5.8%
19,952 $28.73 $23.94
Reduced 16.67%
$26.58 $37.58
APPF $555,000.0 0.08%
Added 20.49%
2,252 $246.72 $231.06
Reduced 6.35%
$172.98 $274.56
PG $567,000.0 0.08%
Added 0.74%
3,382 $167.65 $145.21
Reduced 13.39%
$152.06 $180.43
RDVY $544,000.0 0.07%
Added 19.54%
9,203 $59.14 $69.69
Added 17.84%
$50.24 $64.63
STK $481,000.0 0.07%
Reduced 11.36%
15,074 $31.95 $35.45
Added 10.95%
$28.76 $36.3
PLAB $537,000.0 0.07%
Added 25.29%
22,807 $23.56 $34.36
Added 45.84%
$20.25 $34.16
QQQ $486,000.0 0.07%
No Change
952 $511.23 $611.75
Added 19.66%
$413.07 $539.15
ETN $516,000.0 0.07%
No Change
1,557 $331.87 $329.93
Reduced 0.58%
$241.45 $379.99
MLPA $537,000.0 0.07%
Added 2.18%
10,882 $49.41 $48.04
Reduced 2.77%
$44.49 $54.02
DUOL $509,000.0 0.07%
Added 15.93%
1,572 $324.23 $186.77
Reduced 42.4%
$145.05 $378.48
GSLC $510,000.0 0.07%
Reduced 1.71%
4,434 $115.17 $131.82
Added 14.46%
$95.58 $121.0
WEC $538,000.0 0.07%
No Change
5,728 $94.04 $104.48
Added 11.1%
$75.13 $102.79
CSCO $541,000.0 0.07%
Added 17.55%
9,141 $59.2 $77.55
Added 31.0%
$44.5 $61.33
BJ $488,000.0 0.06%
No Change
5,925 $82.48 $93.61
Added 13.49%
$64.06 $100.74
ISTB $430,000.0 0.06%
Added 17.2%
9,020 $47.77 $48.83
Added 2.22%
$46.65 $48.75
PSN $409,000.0 0.06%
Added 18.29%
4,436 $92.25 $61.69
Reduced 33.13%
$64.33 $114.68
ROP $412,000.0 0.06%
Added 25.63%
794 $519.85 $443.78
Reduced 14.63%
$499.47 $580.09
DKS $412,000.0 0.06%
Added 17.78%
1,802 $228.84 $209.93
Reduced 8.26%
$148.92 $239.3
SPOT $470,000.0 0.06%
Added 13.5%
1,051 $447.38 $579.07
Added 29.44%
$209.18 $510.84
GOOGL $411,000.0 0.06%
Reduced 1.81%
2,173 $189.34 $306.57
Added 61.92%
$130.67 $202.29
JEPI $431,000.0 0.06%
Added 1.92%
7,496 $57.53 $57.52
Reduced 0.02%
$54.77 $60.88
MPC $456,000.0 0.06%
Added 27.12%
3,276 $139.48 $176.79
Added 26.75%
$130.54 $221.11
FIXD $467,000.0 0.06%
Reduced 99.15%
10,891 $42.97 $44.25
Added 2.98%
$39.42 $46.8
FPE $415,000.0 0.06%
Added 2.07%
23,475 $17.7 $18.2
Added 2.82%
$16.94 $18.23
PGR $430,000.0 0.06%
Added 18.39%
1,796 $239.61 $231.81
Reduced 3.26%
$175.5 $270.62
HD $381,000.0 0.05%
No Change
982 $388.99 $352.68
Reduced 9.33%
$323.77 $439.37
CDRE $328,000.0 0.05%
Added 25.39%
10,164 $32.3 $41.74
Added 29.23%
$29.19 $40.28
EMR $338,000.0 0.05%
No Change
2,729 $123.93 $134.09
Added 8.2%
$91.65 $134.85
FITB $345,000.0 0.05%
Added 0.01%
8,164 $42.28 $47.59
Added 12.56%
$32.29 $49.07
HCA $337,000.0 0.05%
Added 20.99%
1,124 $300.15 $469.79
Added 56.52%
$278.68 $417.14
DJUL $362,000.0 0.05%
No Change
8,638 $41.98 $47.25
Added 12.55%
$36.93 $42.81
TTD $340,000.0 0.05%
No Change
2,900 $117.53 $36.64
Reduced 68.82%
$66.56 $141.53
VVV $376,000.0 0.05%
Added 25.14%
10,404 $36.18 $30.76
Reduced 14.98%
$33.86 $48.27
BRK.B $354,000.0 0.05%
No Change
781 $453.28 $nan
Reduced nan%
$nan $nan
PH $342,000.0 0.05%
Reduced 1.82%
539 $636.03 $874.49
Added 37.49%
$463.16 $712.42
JXN $345,000.0 0.05%
Added 26.99%
3,962 $87.08 $106.71
Added 22.54%
$48.0 $115.22
SUSA $360,000.0 0.05%
No Change
2,966 $121.59 $138.72
Added 14.09%
$101.26 $127.15
ITGR $347,000.0 0.05%
Added 19.88%
2,623 $132.52 $73.9
Reduced 44.23%
$94.56 $144.22
SLQD $344,000.0 0.05%
Added 17.91%
6,931 $49.74 $50.77
Added 2.07%
$48.7 $50.46
BUFR $285,000.0 0.04%
No Change
9,377 $30.47 $34.05
Added 11.75%
$26.86 $31.35
DAPR $280,000.0 0.04%
No Change
7,542 $37.21 $39.16
Added 5.24%
$32.7 $37.72
BX $258,000.0 0.04%
No Change
1,500 $172.42 $152.09
Reduced 11.79%
$115.82 $200.96
PPA $305,000.0 0.04%
No Change
2,667 $114.73 $153.17
Added 33.5%
$89.74 $124.89
IWR $287,000.0 0.04%
No Change
3,249 $88.4 $96.54
Added 9.21%
$76.26 $96.01
FCX $291,000.0 0.04%
Added 19.5%
7,654 $38.08 $47.54
Added 24.84%
$36.26 $55.24
CII $305,000.0 0.04%
Reduced 21.36%
15,215 $20.1 $23.4
Added 16.42%
$17.57 $20.9
GOOG $271,000.0 0.04%
Reduced 3.59%
1,425 $190.42 $307.73
Added 61.61%
$131.55 $203.84
IG $295,000.0 0.04%
Added 2.99%
14,543 $20.34 $20.93
Added 2.9%
$19.9 $21.55
DJUN $293,000.0 0.04%
No Change
6,778 $43.28 $47.09
Added 8.8%
$38.52 $44.07
EXR $295,000.0 0.04%
Added 20.62%
1,977 $149.6 $130.7
Reduced 12.63%
$131.02 $184.87
URI $309,000.0 0.04%
Added 18.33%
439 $704.44 $818.68
Added 16.22%
$576.25 $896.98
UNH $287,000.0 0.04%
No Change
568 $505.42 $334.2
Reduced 33.88%
$436.38 $630.73
AMT $214,000.0 0.03%
No Change
924 $232.47 $179.13
Reduced 22.94%
$170.46 $243.56
CVX $219,000.0 0.03%
No Change
1,516 $144.84 $146.75
Added 1.32%
$135.37 $167.11
VUG $221,000.0 0.03%
No Change
540 $410.44 $484.04
Added 17.93%
$317.59 $428.69
SLV $231,000.0 0.03%
No Change
8,141 $28.41 $57.73
Added 103.2%
$20.11 $31.8
TTC $208,000.0 0.03%
No Change
2,400 $86.73 $72.65
Reduced 16.23%
$76.95 $100.93
FTCS $209,000.0 0.03%
Added 2.14%
2,383 $87.82 $92.69
Added 5.55%
$80.47 $94.23
FSMB $199,000.0 0.03%
No Change
10,068 $19.84 $20.01
Added 0.86%
$19.65 $20.11
FNOV $244,000.0 0.03%
No Change
5,123 $47.82 $54.47
Added 13.91%
$42.94 $50.45
MKC $247,000.0 0.03%
Reduced 0.03%
3,246 $76.24 $68.27
Reduced 10.45%
$64.33 $85.49
NI $253,000.0 0.03%
No Change
6,897 $36.76 $41.43
Added 12.7%
$24.8 $38.83
SPLV $232,000.0 0.03%
No Change
3,323 $70.0 $71.37
Added 1.96%
$62.37 $75.14
SPHQ $229,000.0 0.03%
No Change
3,431 $67.03 $75.54
Added 12.7%
$55.67 $69.97
GOF $216,000.0 0.03%
Reduced 31.41%
14,209 $15.26 $12.07
Reduced 20.9%
$13.06 $16.08
JNJ $203,000.0 0.03%
No Change
1,253 $162.09 $209.3
Added 29.13%
$140.68 $168.85
XMLV $208,000.0 0.03%
Reduced 6.81%
3,421 $60.82 $63.0
Added 3.58%
$52.14 $65.99
VTI $230,000.0 0.03%
Reduced 8.09%
795 $289.81 $334.36
Added 15.37%
$239.86 $302.95
VCR $201,000.0 0.03%
No Change
538 $375.38 $401.62
Added 6.99%
$284.84 $402.25
USMV $221,000.0 0.03%
No Change
2,494 $88.79 $93.7
Added 5.53%
$79.31 $94.83
XDEC $220,000.0 0.03%
No Change
5,908 $37.3 $40.78
Added 9.33%
$31.46 $37.88
WHR $217,000.0 0.03%
No Change
1,900 $114.48 $75.58
Reduced 33.98%
$84.18 $132.09
SPGI $227,000.0 0.03%
No Change
456 $498.03 $499.86
Added 0.37%
$407.69 $533.29
SPXX $247,000.0 0.03%
No Change
14,753 $16.78 $17.52
Added 4.41%
$14.91 $18.0
ASG $168,000.0 0.02%
No Change
29,855 $5.65 $5.26
Reduced 6.9%
$4.97 $6.08
GGN $136,000.0 0.02%
Reduced 29.3%
36,191 $3.77 $5.09
Added 35.01%
$3.66 $4.48
EXG $124,000.0 0.02%
No Change
14,258 $8.72 $9.18
Added 5.28%
$7.7 $8.8
FOF $182,000.0 0.02%
No Change
14,335 $12.7 $12.97
Added 2.13%
$11.0 $13.39
ETW $139,000.0 0.02%
Reduced 6.56%
16,535 $8.42 $9.08
Added 7.84%
$7.63 $8.72
ETY $149,000.0 0.02%
No Change
10,023 $14.95 $15.04
Added 0.6%
$12.28 $15.4
IGD $73,000.0 0.01%
No Change
13,506 $5.42 $5.79
Added 6.83%
$4.98 $5.7
MAXN $16,000.0 0.0%
No Change
173,000 $0.1 $3.31
Added 3210.0%
$4.98 $602.0