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
BLKBlackrock Inc Recent Activity Exited	0%	$647,641 682 shares@ $949.63 avg price	Exited
MELIMercadolibre Inc Recent Activity Exited	0%	$595,069 290 shares@ $2051.97 avg price	Exited
AMDAdvanced Micro Devices Inc Recent Activity Exited	0%	$477,473 2,910 shares@ $164.09 avg price	Exited
CALXCalix Inc Recent Activity Exited	0%	$312,144 8,047 shares@ $38.8 avg price	Exited
GMABGenmab A S Recent Activity Exited	0%	$300,679 12,333 shares@ $24.39 avg price	Exited
NGGNational Grid Plc Recent Activity Exited	0%	$299,473 4,298 shares@ $69.68 avg price	Exited
PFEPfizer Inc Recent Activity Exited	0%	$286,678 9,906 shares@ $28.94 avg price	Exited
STMStmicroelectronics N V Recent Activity Exited	0%	$282,376 9,498 shares@ $29.74 avg price	Exited
ANETArista Networks Inc Recent Activity Exited	0%	$280,189 730 shares@ $383.83 avg price	Exited
PFGPrincipal Financial Group In Recent Activity Exited	0%	$279,261 3,251 shares@ $85.91 avg price	Exited