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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
ABBVAbbvie Inc
Recent Activity
Decreased -5.28%
0.48%
$3.913M
22,023 shares@ $177.7 avg price
MOAltria Group Inc
Recent Activity
Decreased -2.34%
0.46%
$3.753M
71,771 shares@ $52.3 avg price
HDHome Depot Inc
Recent Activity
Decreased -2.39%
0.42%
$3.469M
8,917 shares@ $389.0 avg price
CBChubb Limited
Recent Activity
Decreased -1.68%
0.39%
$3.193M
11,556 shares@ $276.31 avg price
GDGeneral Dynamics Corp
Recent Activity
Decreased -4.18%
0.35%
$2.839M
10,773 shares@ $263.5 avg price
CSCOCisco Sys Inc
Recent Activity
Decreased -2.75%
0.34%
$2.812M
47,504 shares@ $59.2 avg price
PAYXPaychex Inc
Recent Activity
Decreased -1.61%
0.32%
$2.646M
18,874 shares@ $140.22 avg price
USBUs Bancorp Del
Recent Activity
Decreased -5.89%
0.32%
$2.623M
54,832 shares@ $47.84 avg price
MCDMcdonalds Corp
Recent Activity
Decreased -1.34%
0.28%
$2.254M
7,776 shares@ $289.91 avg price
LLYEli Lilly & Co
Recent Activity
Decreased -12.39%
0.27%
$2.231M
2,890 shares@ $772.07 avg price