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
AONAon Plc Recent Activity Exited	0%	$273,333 790 shares@ $346.0 avg price	Exited
ELVElevance Health Inc Recent Activity Exited	0%	$264,680 509 shares@ $520.0 avg price	Exited
OTLKOutlook Therapeutics Inc Recent Activity Exited	0%	$254,879 47,730 shares@ $5.35 avg price	Exited
PHATPhathom Pharmaceuticals Inc Recent Activity Exited	0%	$242,996 13,440 shares@ $18.09 avg price	Exited
HUBBHubbell Inc Recent Activity Exited	0%	$239,448 559 shares@ $428.36 avg price	Exited
NEMNewmont Corp Recent Activity Exited	0%	$236,570 4,426 shares@ $53.46 avg price	Exited
EMNEastman Chem Co Recent Activity Exited	0%	$225,244 2,012 shares@ $111.96 avg price	Exited
INTCIntel Corp Recent Activity Exited	0%	$219,828 9,370 shares@ $23.47 avg price	Exited
TECKTeck Resources Ltd Recent Activity Exited	0%	$214,759 4,111 shares@ $52.25 avg price	Exited
WPCWp Carey Inc Recent Activity Exited	0%	$212,194 3,406 shares@ $62.31 avg price	Exited