Lori Van Dusen

@Lvw Advisors, Llc

Latest period2024 - Q4

Reported2d ago

Managed Assets$830.555M

Total 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

Current New Position Increased Decreased Exited

Investment	Portfolio %	Reported Value	Recent Activity
BNDVanguard Bd Index Fds Recent Activity New Position	2.35%	$19.473M 270,797 shares@ $71.92 avg price	New Position
TAFMAb Active Etfs Inc Recent Activity New Position	1.23%	$10.14M 401,177 shares@ $25.28 avg price	New Position
TIPIshares Tr Recent Activity New Position	0.18%	$1.438M 13,492 shares@ $106.56 avg price	New Position
BILSpdr Ser Tr Recent Activity New Position	0.14%	$1.123M 12,286 shares@ $91.44 avg price	New Position
URTHIshares Inc Recent Activity New Position	0.09%	$691,198 4,445 shares@ $155.51 avg price	New Position
BLKBlackrock Inc Recent Activity New Position	0.08%	$627,454 612 shares@ $1025.26 avg price	New Position
OLLIOllies Bargain Outlet Hldgs Recent Activity New Position	0.08%	$627,217 5,716 shares@ $109.74 avg price	New Position
IWPIshares Tr Recent Activity New Position	0.08%	$608,274 4,799 shares@ $126.76 avg price	New Position
IWBIshares Tr Recent Activity New Position	0.05%	$363,075 1,127 shares@ $322.17 avg price	New Position
IWDIshares Tr Recent Activity New Position	0.05%	$339,478 1,834 shares@ $185.11 avg price	New Position