The Analysis of LVZ, Inc.'s Holdings

Currently, LVZ, Inc. holds 162 types of securities in its portfolio with a total value $879.7M. In the most recent quarter, they have increased their positions in IVE (+145.7K shares, valued at $30.1M), JQUA (+325.7K shares, valued at $20.5M), IVW (+167.2K shares, valued at $20.2M); decreased their positions in IJH (-1.0M shares, valued at $66.8M), DUHP (-253.5K shares, valued at $9.6M), DFAI (-192.1K shares, valued at $7.0M); initiated new positions in IPAC (+16.1K shares, valued at $1.2M), PRDO (+15.3K shares, valued at $575.1K), OMC (+6.6K shares, valued at $539.2K).

Top Holding Treemap

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

IVW ISHARES TR1.0M shares19.45%2025-09-302025-10-27

IVE ISHARES TR595.3K shares32.41%2025-09-302025-10-27

SDVY FIRST TR EXCHANGE-TRADED FD2.8M shares1.94%2025-09-302025-10-27

DFAI DIMENSIONAL ETF TRUST1.9M shares-9.34%2025-09-302025-10-27

DUHP DIMENSIONAL ETF TRUST1.8M shares-12.39%2025-09-302025-10-27

FTCB FIRST TR EXCHANGE-TRADED FD3.1M shares1.04%2025-09-302025-10-27

JQUA J P MORGAN EXCHANGE TRADED F997.5K shares48.47%2025-09-302025-10-27

JBND J P MORGAN EXCHANGE TRADED F926.5K shares0.70%2025-09-302025-10-27

Sponsored

AGG ISHARES TR336.2K shares1.10%2025-09-302025-10-27

IVV ISHARES TR11.2K shares10.26%2025-09-302025-10-27

ITOT ISHARES TR49.9K shares19.70%2025-09-302025-10-27

BIBL NORTHERN LTS FD TR IV150.6K shares-0.30%2025-09-302025-10-27

DFUS DIMENSIONAL ETF TRUST88.9K shares16.26%2025-09-302025-10-27

AAPL APPLE INC25.0K shares2.15%2025-09-302025-10-27

DFCF DIMENSIONAL ETF TRUST124.9K shares17.32%2025-09-302025-10-27

IJH ISHARES TR79.0K shares-92.83%2025-09-302025-10-27

Sponsored

DXUV DIMENSIONAL ETF TRUST81.3K shares19.39%2025-09-302025-10-27

RDVY FIRST TR EXCHANGE TRADED FD70.4K shares32.93%2025-09-302025-10-27

IBD NORTHERN LTS FD TR IV183.1K shares1.74%2025-09-302025-10-27

ELCV STRATEGY SHS157.7K shares33.82%2025-09-302025-10-27

FTGS FIRST TR EXCHANGE-TRADED FD113.2K shares6.06%2025-09-302025-10-27

FTC FIRST TR EXCHANGE-TRADED ALP24.6K shares22.06%2025-09-302025-10-27

TPLC TIMOTHY PLAN84.3K shares38.82%2025-09-302025-10-27

AMZN AMAZON COM INC13.1K shares2.04%2025-09-302025-10-27

Sponsored

TPIF TIMOTHY PLAN84.8K shares-12.52%2025-09-302025-10-27

IJR ISHARES TR23.1K shares-15.50%2025-09-302025-10-27

INCM FRANKLIN TEMPLETON ETF TR91.2K shares10.73%2025-09-302025-10-27

JPM JPMORGAN CHASE & CO.8.0K shares1.19%2025-09-302025-10-27

MSFT MICROSOFT CORP4.8K shares5.25%2025-09-302025-10-27

HYG ISHARES TR29.7K shares-2.60%2025-09-302025-10-27

IWC ISHARES TR14.1K shares-3.76%2025-09-302025-10-27

FDT FIRST TR EXCH TRD ALPHDX FD27.6K shares-16.96%2025-09-302025-10-27

Sponsored

SO SOUTHERN CO21.2K shares10.83%2025-09-302025-10-27

OEF ISHARES TR5.9K shares-5.09%2025-09-302025-10-27

IEMG ISHARES INC29.5K shares-2.70%2025-09-302025-10-27

FVAL FIDELITY COVINGTON TRUST27.5K shares-2.71%2025-09-302025-10-27

FQAL FIDELITY COVINGTON TRUST25.3K shares-2.47%2025-09-302025-10-27

SYK STRYKER CORPORATION4.7K shares7.43%2025-09-302025-10-27

FTHI FIRST TR EXCHANGE TRADED FD62.3K shares0.62%2025-09-302025-10-27

NVDA NVIDIA CORPORATION7.8K shares1.37%2025-09-302025-10-27

Sponsored

DFAS DIMENSIONAL ETF TRUST21.0K shares-20.06%2025-09-302025-10-27

V VISA INC4.2K shares5.67%2025-09-302025-10-27

IEUR ISHARES TR19.4K shares-26.76%2025-09-302025-10-27

IEFA ISHARES TR15.1K shares-15.01%2025-09-302025-10-27

XLC SELECT SECTOR SPDR TR10.6K shares0.77%2025-09-302025-10-27

FNX FIRST TR EXCHANGE-TRADED ALP9.5K shares-41.46%2025-09-302025-10-27

IPAC ISHARES TR16.1K sharesnew addition2025-09-302025-10-27

HYLS FIRST TR EXCHANGE-TRADED FD28.1K shares-3.38%2025-09-302025-10-27

Sponsored

ISMD NORTHERN LTS FD TR IV30.0K shares-52.21%2025-09-302025-10-27

COP CONOCOPHILLIPS12.2K shares0.02%2025-09-302025-10-27

COST COSTCO WHSL CORP NEW1.2K shares16.18%2025-09-302025-10-27

C CITIGROUP INC10.8K shares3.05%2025-09-302025-10-27

LLY ELI LILLY & CO1.4K shares30.63%2025-09-302025-10-27

GD GENERAL DYNAMICS CORP3.1K shares20.05%2025-09-302025-10-27

WMT WALMART INC9.7K shares3.00%2025-09-302025-10-27

VZ VERIZON COMMUNICATIONS INC22.7K shares26.92%2025-09-302025-10-27

Sponsored

FMB FIRST TR EXCH TRADED FD III19.7K shares1.56%2025-09-302025-10-27

FDVV FIDELITY COVINGTON TRUST17.6K shares-6.72%2025-09-302025-10-27

MPC MARATHON PETE CORP5.0K shares21.60%2025-09-302025-10-27

ANET ARISTA NETWORKS INC6.6K shares-19.99%2025-09-302025-10-27

OCTM FIRST TR EXCHNG TRADED FD VI28.9K shares0.00%2025-09-302025-10-27

BUFR FIRST TR EXCHNG TRADED FD VI27.3K shares12.60%2025-09-302025-10-27

CASS CASS INFORMATION SYS INC22.8K shares0.00%2025-09-302025-10-27

NEAR ISHARES U S ETF TR17.3K shares0.65%2025-09-302025-10-27

Sponsored

JPST J P MORGAN EXCHANGE TRADED F17.2K shares0.65%2025-09-302025-10-27

IBM INTERNATIONAL BUSINESS MACHS3.0K shares0.00%2025-09-302025-10-27

SPY SPDR S&P 500 ETF TR1.2K shares-2.29%2025-09-302025-10-27

APPF APPFOLIO INC2.9K shares17.57%2025-09-302025-10-27

AMAT APPLIED MATLS INC3.7K shares0.00%2025-09-302025-10-27

PSX PHILLIPS 665.6K shares-1.42%2025-09-302025-10-27

TSM TAIWAN SEMICONDUCTOR MFG LTD2.6K shares8.57%2025-09-302025-10-27

FFEB FIRST TR EXCHNG TRADED FD VI12.9K shares0.00%2025-09-302025-10-27

Sponsored

CSCO CISCO SYS INC10.3K shares10.40%2025-09-302025-10-27

PLAB PHOTRONICS INC30.0K shares13.65%2025-09-302025-10-27

DNOV FIRST TR EXCHNG TRADED FD VI14.7K shares0.00%2025-09-302025-10-27

XOM EXXON MOBIL CORP5.9K shares-17.45%2025-09-302025-10-27

SN SHARKNINJA INC6.4K shares14.46%2025-09-302025-10-27

HCA HCA HEALTHCARE INC1.5K shares24.35%2025-09-302025-10-27

DUOL DUOLINGO INC2.0K shares86.35%2025-09-302025-10-27

MLPX GLOBAL X FDS9.9K shares-4.53%2025-09-302025-10-27

Sponsored

JXN JACKSON FINANCIAL INC6.0K shares26.23%2025-09-302025-10-27

PGR PROGRESSIVE CORP2.4K shares24.99%2025-09-302025-10-27

TTD THE TRADE DESK INC12.3K shares68.52%2025-09-302025-10-27

GAUG FIRST TR EXCHNG TRADED FD VI15.4K shares52.30%2025-09-302025-10-27

SPOT SPOTIFY TECHNOLOGY S A848 shares13.37%2025-09-302025-10-27

ETN EATON CORP PLC1.6K shares1.54%2025-09-302025-10-27

GNTX GENTEX CORP20.8K shares-5.98%2025-09-302025-10-27

PRDO PERDOCEO ED CORP15.3K sharesnew addition2025-09-302025-10-27

Sponsored

GOOGL ALPHABET INC2.4K shares0.30%2025-09-302025-10-27

QQQ INVESCO QQQ TR927 shares-4.63%2025-09-302025-10-27

ENSG ENSIGN GROUP INC3.2K shares11.28%2025-09-302025-10-27

OMC OMNICOM GROUP INC6.6K sharesnew addition2025-09-302025-10-27

URI UNITED RENTALS INC564 shares17.01%2025-09-302025-10-27

PG PROCTER AND GAMBLE CO3.5K shares2.35%2025-09-302025-10-27

PSN PARSONS CORP DEL6.3K shares25.28%2025-09-302025-10-27

DKS DICKS SPORTING GOODS INC2.3K shares16.81%2025-09-302025-10-27

Sponsored

STK COLUMBIA SELIGM PREM TECH GR13.9K shares0.00%2025-09-302025-10-27

JEPI J P MORGAN EXCHANGE TRADED F8.4K shares-3.89%2025-09-302025-10-27

FPE FIRST TR EXCH TRADED FD III25.9K shares-4.48%2025-09-302025-10-27

AGYS AGILYSYS INC4.2K shares-1.44%2025-09-302025-10-27

WEC WEC ENERGY GROUP INC3.8K shares0.00%2025-09-302025-10-27

BRK.B BERKSHIRE HATHAWAY INC DEL872 shares0.69%2025-09-302025-10-27

INTU INTUIT633 sharesnew addition2025-09-302025-10-27

HD HOME DEPOT INC1.0K shares-4.20%2025-09-302025-10-27

Sponsored

NLY ANNALY CAPITAL MANAGEMENT IN21.0K shares-7.02%2025-09-302025-10-27

FI FISERV INC3.3K shares0.00%2025-09-302025-10-27

FCX FREEPORT-MCMORAN INC10.7K shares27.76%2025-09-302025-10-27

DOV DOVER CORP2.5K sharesnew addition2025-09-302025-10-27

SUSA ISHARES TR3.0K shares-0.10%2025-09-302025-10-27

PPA INVESCO EXCHANGE TRADED FD T2.6K shares0.00%2025-09-302025-10-27

DJUL FIRST TR EXCHNG TRADED FD VI8.6K shares0.00%2025-09-302025-10-27

GMAR FIRST TR EXCHNG TRADED FD VI9.5K shares0.00%2025-09-302025-10-27

Sponsored

SEPM FIRST TR EXCHNG TRADED FD VI11.8K shares0.00%2025-09-302025-10-27

EMR EMERSON ELEC CO2.8K shares3.52%2025-09-302025-10-27

GSLC GOLDMAN SACHS ETF TR2.7K shares0.00%2025-09-302025-10-27

PH PARKER-HANNIFIN CORP467 shares0.00%2025-09-302025-10-27

PAY PAYMENTUS HOLDINGS INC11.5K shares61.16%2025-09-302025-10-27

GOOG ALPHABET INC1.4K shares0.00%2025-09-302025-10-27

SLV ISHARES SILVER TR8.1K shares0.00%2025-09-302025-10-27

SPIB SPDR SERIES TRUST10.1K shares-4.52%2025-09-302025-10-27

Sponsored

FITB FIFTH THIRD BANCORP7.5K shares1.08%2025-09-302025-10-27

XOCT FIRST TR EXCHNG TRADED FD VI9.0K shares0.00%2025-09-302025-10-27

TSLA TESLA INC727 shares0.00%2025-09-302025-10-27

ISTB ISHARES TR6.6K shares-0.05%2025-09-302025-10-27

FTCS FIRST TR EXCHANGE-TRADED FD3.3K shares-9.32%2025-09-302025-10-27

CII BLACKROCK ENHANCED LARGE CAP13.4K shares-2.91%2025-09-302025-10-27

VUG VANGUARD INDEX FDS604 shares-14.69%2025-09-302025-10-27

USMV ISHARES TR2.9K shares18.20%2025-09-302025-10-27

Sponsored

FNOV FIRST TR EXCHNG TRADED FD VI5.1K shares0.00%2025-09-302025-10-27

SPHQ INVESCO EXCHANGE TRADED FD T3.7K shares-32.22%2025-09-302025-10-27

DJUN FIRST TR EXCHNG TRADED FD VI5.6K shares0.00%2025-09-302025-10-27

SLQD ISHARES TR5.1K shares-0.04%2025-09-302025-10-27

VOO VANGUARD INDEX FDS419 shares9.69%2025-09-302025-10-27

BX BLACKSTONE INC1.5K shares0.00%2025-09-302025-10-27

GJAN FIRST TR EXCHNG TRADED FD VI6.1K shares0.00%2025-09-302025-10-27

CVX CHEVRON CORP NEW1.6K shares-3.78%2025-09-302025-10-27

Sponsored

QBTS D-WAVE QUANTUM INC10.2K sharesnew addition2025-09-302025-10-27

XISE FIRST TR EXCHNG TRADED FD VI8.3K shares0.40%2025-09-302025-10-27

DAPR FIRST TR EXCHNG TRADED FD VI6.4K shares0.00%2025-09-302025-10-27

JNJ JOHNSON & JOHNSON1.3K shares0.53%2025-09-302025-10-27

NSC NORFOLK SOUTHN CORP818 shares0.00%2025-09-302025-10-27

CRWD CROWDSTRIKE HLDGS INC500 shares0.00%2025-09-302025-10-27

SPLV INVESCO EXCH TRADED FD TR II3.3K shares0.00%2025-09-302025-10-27

IWR ISHARES TR2.5K shares-17.14%2025-09-302025-10-27

Sponsored

XDEC FIRST TR EXCHNG TRADED FD VI5.9K shares0.00%2025-09-302025-10-27

FXL FIRST TR EXCHANGE TRADED FD1.3K shares0.00%2025-09-302025-10-27

SPGI S&P GLOBAL INC456 shares0.00%2025-09-302025-10-27

DIA SPDR DOW JONES INDL AVERAGE470 shares0.00%2025-09-302025-10-27

XMLV INVESCO EXCH TRADED FD TR II3.4K shares0.00%2025-09-302025-10-27

MKC MCCORMICK & CO INC3.2K shares0.00%2025-09-302025-10-27

XJUN FIRST TR EXCHNG TRADED FD VI5.1K shares0.00%2025-09-302025-10-27

VCR VANGUARD WORLD FD538 sharesnew addition2025-09-302025-10-27

Sponsored

WTFC WINTRUST FINL CORP1.6K sharesnew addition2025-09-302025-10-27

FSMB FIRST TR EXCH TRADED FD III10.1K shares0.00%2025-09-302025-10-27

GNOV FIRST TR EXCHNG TRADED FD VI5.3K sharesnew addition2025-09-302025-10-27

GOF GUGGENHEIM STRATEGIC OPPORTU12.7K shares0.00%2025-09-302025-10-27

GGN GAMCO GLOBAL GOLD NAT RES &36.2K shares0.00%2025-09-302025-10-27

ASG LIBERTY ALL-STAR GROWTH FD I29.9K shares0.00%2025-09-302025-10-27

FOF COHEN & STEERS CLOSED-END OP10.9K shares0.00%2025-09-302025-10-27

ETW EATON VANCE TAX-MANAGED GLOB15.5K shares0.00%2025-09-302025-10-27

Sponsored

IGD VOYA GLBL EQTY DIV & PREM OP12.2K shares-9.98%2025-09-302025-10-27

BLACKSTONE MORTGAGE TRUST IN BLACKSTONE MORTGAGE TRUST IN50.0K sharesnew addition2025-09-302025-10-27

Call Option Holdings

No call option holdings data available

Put Option Holdings

No put option holdings data available