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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
BIVVanguard Bd Index Fds
Recent Activity
Decreased -4.04%
2.35%
$19.471M
260,548 shares@ $74.74 avg price
MSFTMicrosoft Corp
Recent Activity
Decreased -5.75%
1.49%
$12.372M
29,351 shares@ $421.51 avg price
AMZNAmazon Com Inc
Recent Activity
Decreased -1.81%
1.11%
$9.211M
41,985 shares@ $219.4 avg price
AVGOBroadcom Inc
Recent Activity
Decreased -13.77%
0.99%
$8.143M
35,125 shares@ $231.85 avg price
VTWOVanguard Scottsdale Fds
Recent Activity
Decreased -25.56%
0.97%
$8.029M
89,875 shares@ $89.33 avg price
GOOGAlphabet Inc
Recent Activity
Decreased -1.11%
0.86%
$7.103M
37,295 shares@ $190.45 avg price
JPMJpmorgan Chase & Co.
Recent Activity
Decreased -7.91%
0.79%
$6.548M
27,316 shares@ $239.71 avg price
BRK.BBerkshire Hathaway Inc Del
Recent Activity
Decreased -2.23%
0.77%
$6.369M
14,051 shares@ $453.29 avg price
GOOGLAlphabet Inc
Recent Activity
Decreased -0.42%
0.68%
$5.638M
29,785 shares@ $189.31 avg price
METAMeta Platforms Inc
Recent Activity
Decreased -3.9%
0.61%
$4.987M
8,517 shares@ $585.5 avg price