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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
NVTNvent Electric Plc
Recent Activity
Exited
0%
$205,511
2,925 shares@ $70.27 avg price
AFLAflac Inc
Recent Activity
Exited
0%
$202,582
1,812 shares@ $111.81 avg price
IYLDIshares Tr
Recent Activity
Exited
0%
$202,272
9,790 shares@ $20.67 avg price
AMXAmerica Movil Sab De Cv
Recent Activity
Exited
0%
$179,993
11,002 shares@ $16.37 avg price
CVECenovus Energy Inc
Recent Activity
Exited
0%
$174,896
10,454 shares@ $16.74 avg price
CNHCnh Indl N V
Recent Activity
Exited
0%
$111,000
10,000 shares@ $11.1 avg price