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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
SCHGSchwab Strategic Tr
Recent Activity
Increased 298.01%
2.24%
$18.563M
666,053 shares@ $27.87 avg price
BSVVanguard Bd Index Fds
Recent Activity
Increased 30.71%
1.62%
$13.405M
173,481 shares@ $77.28 avg price
CGIECapital Group International
Recent Activity
Increased 21.23%
1.51%
$12.488M
453,945 shares@ $27.52 avg price
MSFTMicrosoft Corp
Recent Activity
Decreased -5.75%
1.49%
$12.372M
29,351 shares@ $421.51 avg price
TAFMAb Active Etfs Inc
Recent Activity
New Position
1.23%
$10.14M
401,177 shares@ $25.28 avg price
IUSBIshares Tr
Recent Activity
Increased 2.99%
1.2%
$9.922M
219,508 shares@ $45.21 avg price
NVDANvidia Corporation
Recent Activity
Increased 3.45%
1.18%
$9.791M
72,909 shares@ $134.3 avg price
AMZNAmazon Com Inc
Recent Activity
Decreased -1.81%
1.11%
$9.211M
41,985 shares@ $219.4 avg price
IJRIshares Tr
Recent Activity
Increased 36.17%
1.03%
$8.5M
73,771 shares@ $115.23 avg price
AVGOBroadcom Inc
Recent Activity
Decreased -13.77%
0.99%
$8.143M
35,125 shares@ $231.85 avg price