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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
VTWOVanguard Scottsdale Fds
Recent Activity
Decreased -25.56%
0.97%
$8.029M
89,875 shares@ $89.33 avg price
SPYSpdr S&p 500 Etf Tr
Recent Activity
Increased 277.76%
0.95%
$7.824M
13,350 shares@ $586.1 avg price
SUBIshares Tr
Recent Activity
Increased 5.53%
0.87%
$7.166M
67,939 shares@ $105.48 avg price
GOOGAlphabet Inc
Recent Activity
Decreased -1.11%
0.86%
$7.103M
37,295 shares@ $190.45 avg price
MBBIshares Tr
Recent Activity
Increased 0.71%
0.84%
$6.929M
75,579 shares@ $91.69 avg price
JPMJpmorgan Chase & Co.
Recent Activity
Decreased -7.91%
0.79%
$6.548M
27,316 shares@ $239.71 avg price
BRK.BBerkshire Hathaway Inc Del
Recent Activity
Decreased -2.23%
0.77%
$6.369M
14,051 shares@ $453.29 avg price
VVisa Inc
Recent Activity
Increased 2.77%
0.76%
$6.269M
19,836 shares@ $316.05 avg price
GOOGLAlphabet Inc
Recent Activity
Decreased -0.42%
0.68%
$5.638M
29,785 shares@ $189.31 avg price
SPGMSpdr Index Shs Fds
Recent Activity
Increased 5%
0.64%
$5.24M
82,742 shares@ $63.34 avg price