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Lori Van Dusen

@Lvw Advisors, Llc

Latest period2024 - Q4ReportedManaged Assets$830.555MTotal holdings307
Assets growth rate5.73%Assets growth rate (2-Q avg)10.29%Continuous growth in asset value5 quarters

Portfolio positions

This chart displays the top 10 holdings in Lvw Advisors, Llc's 2024 - Q4 portfolio, based on their 13F SEC filing, out of a total of 307 positions.

Assets under management

The assets under management (AUM) of Lvw Advisors, Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 5 quarters. As of the latest 13F SEC filing for 2024 - Q4, they manage 830.555M in assets, with a quarterly growth rate of 5.73% and a 2-quarter average growth rate of 10.29%. The portfolio is managed by Lori Van Dusen, and others.

Portfolio holdings

CurrentNew PositionIncreasedDecreasedExited
InvestmentPortfolio %Reported Value
SCHDSchwab Strategic Tr
Recent Activity
Increased 203.44%
11.84%
$98.287M
3.598M shares@ $27.33 avg price
HEFAIshares Tr
Recent Activity
Increased 1.4%
7.16%
$59.445M
1.711M shares@ $34.76 avg price
VONGVanguard Scottsdale Fds
Recent Activity
Increased 0.28%
5.82%
$48.319M
467,752 shares@ $103.31 avg price
STIPIshares Tr
Recent Activity
Increased 7.46%
4.62%
$38.302M
380,738 shares@ $100.6 avg price
AAPLApple Inc
Recent Activity
Increased 3.67%
4.61%
$38.266M
152,808 shares@ $250.43 avg price
VUGVanguard Index Fds
Recent Activity
Increased 1.71%
4.19%
$34.74M
84,640 shares@ $410.45 avg price
SCHOSchwab Strategic Tr
Recent Activity
Increased 100.33%
3.07%
$25.452M
1.058M shares@ $24.06 avg price
BNDVanguard Bd Index Fds
Recent Activity
New Position
2.35%
$19.473M
270,797 shares@ $71.92 avg price
BIVVanguard Bd Index Fds
Recent Activity
Decreased -4.04%
2.35%
$19.471M
260,548 shares@ $74.74 avg price
CGGOCapital Group Gbl Growth Eqt
Recent Activity
Increased 18.27%
2.26%
$18.706M
640,170 shares@ $29.23 avg price