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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
MAMastercard Incorporated
Recent Activity
Increased 6.48%
0.44%
$3.647M
6,925 shares@ $526.6 avg price
EFGIshares Tr
Recent Activity
Increased 138.77%
0.43%
$3.559M
36,753 shares@ $96.84 avg price
SCHASchwab Strategic Tr
Recent Activity
Increased 96.49%
0.43%
$3.55M
137,284 shares@ $25.87 avg price
IGSBIshares Tr
Recent Activity
Increased 1.88%
0.43%
$3.507M
67,840 shares@ $51.71 avg price
JNJJohnson & Johnson
Recent Activity
Increased 12.59%
0.38%
$3.112M
21,517 shares@ $144.63 avg price
GOVTIshares Tr
Recent Activity
Increased 2.54%
0.37%
$3.022M
131,485 shares@ $22.99 avg price
PEPPepsico Inc
Recent Activity
Increased 6.53%
0.36%
$2.925M
19,236 shares@ $152.07 avg price
VOOVanguard Index Fds
Recent Activity
Increased 23.24%
0.35%
$2.857M
5,303 shares@ $538.82 avg price
TLHIshares Tr
Recent Activity
Increased 1.44%
0.34%
$2.822M
28,350 shares@ $99.54 avg price
EMXCIshares Inc
Recent Activity
Increased 6.26%
0.34%
$2.802M
50,541 shares@ $55.46 avg price