Lvz Advisors, Inc. Stock Trading & 13F Insights
13F Portfolio Filings
- Most recent 13FQ2 2025
- Locationholland, MI
- CIK0001574408
- Alternate namesLVZ, Inc.
- All SEC filings
Quarter | Holdings | VALUE | Top Holdings | Form Type | Date Filed | Filing Id | |
|---|---|---|---|---|---|---|---|
156 | $834.01 M | SDVY, IVW, IVE, DUHP | 13F-HR | Jul 15, 2025 | 000090572925000121 | ||
148 | $761.97 M | SDVY, IVE, IVW, DUHP | 13F-HR | Apr 22, 2025 | 000090572925000078 | ||
149 | $779.77 M | SDVY, IVW, IVE, DUHP | 13F-HR | Feb 6, 2025 | 000090572925000026 | ||
149 | $781.61 M | SDVY, IVW, IVE, DUHP | 13F-HR | Oct 24, 2024 | 000090572924000161 | ||
143 | $733.50 M | IVW, SDVY, IVE, DUHP | 13F-HR | Jul 24, 2024 | 000090572924000110 | ||
144 | $735.35 M | SDVY, IVW, IVE, IJH | 13F-HR | Apr 17, 2024 | 000090572924000071 | ||
142 | $707.94 M | IJH, IVW, IVE, IJR | 13F-HR | Jan 23, 2024 | 000090572924000021 | ||
127 | $620.04 M | IJH, IVW, IVE, IJR | 13F-HR | Nov 8, 2023 | 000090572923000159 | ||
147 | $717.57 M | IJH, IVW, IVE, IJR | 13F-HR | Jul 18, 2023 | 000090572923000117 | ||
150 | $686.63 M | IJH, IVE, IJR, DUHP | 13F-HR | Apr 20, 2023 | 000090572923000071 | ||
147 | $640.66 M | IJH, IVE, IJR, DUHP | 13F-HR | Jan 17, 2023 | 000090572923000021 | ||
119 | $575.78 M | IJH, IVE, IJR, FIXD | 13F-HR | Oct 11, 2022 | 000090572922000208 | ||
106 | $596.43 M | IJH, IVE, IJR, FIXD | 13F-HR | Jul 27, 2022 | 000090572922000167 | ||
110 | $718.82 M | IJH, IVE, IJR, IVW | 13F-HR | Apr 19, 2022 | 000090572922000108 | ||
107 | $748.11 M | IJH, IVE, IJR, IVW | 13F-HR | Jan 28, 2022 | 000090572922000021 | ||
102 | $698.80 M | IJH, IVE, IJR, IVW | 13F-HR | Oct 27, 2021 | 000090572921000200 | ||
107 | $679.55 M | IJH, IVE, IJR, IVW | 13F-HR | Jul 16, 2021 | 000090572921000161 | ||
109 | $646.56 M | IJH, IJR, IVE, IVW | 13F-HR | Apr 8, 2021 | 000090572921000094 | ||
100 | $597.98 M | IJH, IJR, IVW, GSLC | 13F-HR | Feb 10, 2021 | 000090572921000028 | ||
36 | $14.52 M | IVV, AAPL, AMZN, SPY | NEW HOLDINGS | Dec 23, 2020 | 000090572920000281 | ||
49 | $471.01 M | IJH, GSLC, AGG, IVW | 13F-HR | Oct 28, 2020 | 000090572920000221 | ||
24 | $9.81 M | SPY, MGK, AMZN, FXH | NEW HOLDINGS | Dec 23, 2020 | 000090572920000280 | ||
53 | $436.69 M | IJH, GSLC, AGG, FIXD | 13F-HR | Jul 13, 2020 | 000090572920000175 | ||
22 | $9.14 M | IVV, XAR, MGK, AMZN | NEW HOLDINGS | Dec 23, 2020 | 000090572920000279 | ||
45 | $400.23 M | IJH, AGG, GSLC, FIXD | 13F-HR | Apr 20, 2020 | 000090572920000090 | ||
33 | $11.30 M | STIP, JPM, QTEC, FAD | NEW HOLDINGS | Dec 23, 2020 | 000090572920000278 | ||
55 | $498.75 M | IJH, IJR, GSLC, IVE | 13F-HR | Feb 5, 2020 | 000090572920000032 | ||
24 | $7.30 M | FAD, JPM, WEC, QTEC | NEW HOLDINGS | Dec 23, 2020 | 000090572920000277 | ||
53 | $454.92 M | IJH, IJR, AGG, GSLC | 13F-HR | Oct 22, 2019 | 000090572919000203 | ||
20 | $6.05 M | STIP, JPM, WEC, AMZN | NEW HOLDINGS | Dec 23, 2020 | 000090572920000276 | ||
54 | $435.04 M | IJH, FIXD, IJR, IVE | 13F-HR | Jul 19, 2019 | 000090572919000146 | ||
23 | $6.72 M | FTEC, JPM, WEC, AMZN | NEW HOLDINGS | Dec 23, 2020 | 000090572920000275 | ||
51 | $421.03 M | IJH, IVE, IJR, FIXD | 13F-HR | Apr 25, 2019 | 000090572919000102 | ||
27 | $8.30 M | NEAR, FDT, HYG, FDVV | NEW HOLDINGS | Dec 23, 2020 | 000090572920000274 | ||
47 | $343.46 M | IVW, IVE, GSLC, IEMG | 13F-HR | Jan 18, 2019 | 000090572919000011 | ||
27 | $9.03 M | SLYG, JPM, HYG, FDVV | NEW HOLDINGS | Dec 23, 2020 | 000090572920000273 | ||
48 | $390.49 M | IVW, IVE, GSLC, EFG | 13F-HR | Oct 19, 2018 | 000090572918000156 | ||
24 | $9.10 M | IGIB, STIP, IWC, IVV | NEW HOLDINGS | Dec 23, 2020 | 000090572920000272 | ||
45 | $384.72 M | IEFA, IVW, FBND, IEMG | 13F-HR | Aug 2, 2018 | 000090572918000139 | ||
22 | $6.84 M | IGIB, JPM, MDYG, FNY | NEW HOLDINGS | Dec 23, 2020 | 000090572920000271 | ||
41 | $361.52 M | IEFA, IVW, IEMG, FBND | 13F-HR | Apr 25, 2018 | 000090572918000090 | ||
31 | $11.35 M | BIV, IGIB, IWF, VYM | NEW HOLDINGS | Dec 23, 2020 | 000090572920000270 | ||
39 | $326.47 M | IEFA, IVW, IEMG, IVE | 13F-HR | Jan 31, 2018 | 000090572918000021 | ||
32 | $10.36 M | IGIB, IWF, AMAT, JPM | NEW HOLDINGS | Dec 23, 2020 | 000090572920000269 | ||
35 | $300.59 M | IEFA, IVW, IEMG, IVE | 13F-HR | Nov 2, 2017 | 000090572917000290 | ||
34 | $11.14 M | IGIB, IWF, DON, JPM | NEW HOLDINGS | Dec 23, 2020 | 000090572920000268 | ||
34 | $277.61 M | IEFA, IVW, GSLC, IVE | 13F-HR | Aug 8, 2017 | 000090572917000242 | ||
32 | $10.60 M | IGIB, DON, ISTB, VYM | NEW HOLDINGS | Dec 23, 2020 | 000090572920000267 | ||
31 | $261.51 M | IVE, IEFA, USMV, IVW | 13F-HR | May 3, 2017 | 000090572917000180 | ||
31 | $10.43 M | IGIB, DON, FMB, SCHB | NEW HOLDINGS | Dec 23, 2020 | 000090572920000266 | ||
29 | $241.33 M | IVE, NEAR, USMV, IJJ | 13F-HR | Jan 27, 2017 | 000090572917000030 | ||
33 | $10.27 M | IGIB, DON, FMB, GNMA | NEW HOLDINGS | Dec 22, 2020 | 000090572920000265 | ||
29 | $233.27 M | USMV, NEAR, IVE, FBND | 13F-HR | Nov 1, 2016 | 000090572916000738 | ||
30 | $9.18 M | ISTB, DON, FMB, GNMA | NEW HOLDINGS | Dec 22, 2020 | 000090572920000264 | ||
29 | $215.78 M | USMV, NEAR, IVE, IVW | 13F-HR | Aug 3, 2016 | 000090572916000633 | ||
27 | $8.24 M | ISTB, DON, FMB, DTD | NEW HOLDINGS | Dec 22, 2020 | 000090572920000263 | ||
29 | $204.44 M | USMV, NEAR, IVW, IVE | 13F-HR | May 13, 2016 | 000090572916000553 | ||
25 | $7.31 M | ISTB, ITOT, DTD, FTSM | NEW HOLDINGS | Dec 22, 2020 | 000090572920000262 | ||
24 | $169.43 M | NEAR, IJH, IVW, IVE | 13F-HR | Feb 12, 2016 | 000090572916000420 | ||
18 | $4.65 M | ITOT, IJH, FYX, AAPL | NEW HOLDINGS | Dec 22, 2020 | 000090572920000259 | ||
25 | $150.33 M | IVE, IVW, EFAV, IJK | 13F-HR | Oct 20, 2015 | 000090572915000301 | ||
16 | $4.25 M | IJH, 1629814D, ILCB, FMB | NEW HOLDINGS | Dec 22, 2020 | 000090572920000261 | ||
25 | $175.67 M | IVE, IVW, EFAV, HYG | 13F-HR | Jul 29, 2015 | 000090572915000243 | ||
17 | $4.32 M | IJH, 1629814D, ILCB, FMB | NEW HOLDINGS | Dec 18, 2020 | 000090572920000257 | ||
23 | $167.66 M | IVE, IVW, EFAV, HYG | 13F-HR | Apr 23, 2015 | 000090572915000150 | ||
8 | $1.94 M | IWC, AAPL, WISCONSIN ENERGY CORP, COP | NEW HOLDINGS | Dec 18, 2020 | 000090572920000256 | ||
19 | $133.13 M | IVE, IVW, HYG, EFAV | 13F-HR | Jan 30, 2015 | 000090572915000020 | ||
5 | $1.98 M | STIP, COP, IWC, WISCONSIN ENERGY CORP | NEW HOLDINGS | Dec 22, 2020 | 000090572920000260 | ||
19 | $132.41 M | FLOT, IVE, EFAV, IVW | 13F-HR | Oct 24, 2014 | 000090572914000292 | ||
6 | $1.45 M | COP, IWC, WISCONSIN ENERGY CORP, CL | NEW HOLDINGS | Dec 18, 2020 | 000090572920000255 | ||
20 | $133.39 M | FLOT, EFAV, IVE, HYG | 13F-HR | Jul 24, 2014 | 000090572914000224 | ||
5 | $1.19 M | COP, WISCONSIN ENERGY CORP, USMV, JPM | NEW HOLDINGS | Dec 18, 2020 | 000090572920000258 | ||
19 | $123.70 M | IJT, IJK, IVW, IVE | 13F-HR | Apr 22, 2014 | 000090572914000144 | ||
4 | $1.71 M | STIP, COP, JPM, WISCONSIN ENERGY CORP | NEW HOLDINGS | Dec 17, 2020 | 000090572920000254 | ||
18 | $120.25 M | IJJ, FLOT, IVW, IVE | 13F-HR | Jan 17, 2014 | 000090572914000037 |