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
QUALIshares Tr Recent Activity New Position	0.05%	$333,188 1,871 shares@ $178.09 avg price	New Position
RDDTReddit Inc Recent Activity New Position	0.04%	$326,880 2,000 shares@ $163.44 avg price	New Position
ANETArista Networks Inc Recent Activity New Position	0.04%	$322,417 2,917 shares@ $110.54 avg price	New Position
RGTIRigetti Computing Inc Recent Activity New Position	0.04%	$305,200 20,000 shares@ $15.26 avg price	New Position
TOSTToast Inc Recent Activity New Position	0.04%	$295,173 8,098 shares@ $36.46 avg price	New Position
SPOTSpotify Technology S A Recent Activity New Position	0.04%	$291,692 652 shares@ $447.39 avg price	New Position
TRAKRepositrak Inc Recent Activity New Position	0.04%	$282,711 12,775 shares@ $22.14 avg price	New Position
IEFAIshares Tr Recent Activity New Position	0.04%	$269,916 3,841 shares@ $70.28 avg price	New Position
ESSEssex Ppty Tr Inc Recent Activity New Position	0.04%	$252,044 883 shares@ $285.45 avg price	New Position
COFCapital One Finl Corp Recent Activity New Position	0.03%	$247,330 1,387 shares@ $178.33 avg price	New Position