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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
TSLATesla Inc
Recent Activity
Increased 4.06%
0.32%
$2.655M
6,575 shares@ $403.84 avg price
IWMIshares Tr
Recent Activity
Increased 2.47%
0.32%
$2.651M
11,996 shares@ $220.96 avg price
NEARIshares U S Etf Tr
Recent Activity
Increased 12.96%
0.31%
$2.554M
50,567 shares@ $50.51 avg price
IYWIshares Tr
Recent Activity
Increased 1.93%
0.27%
$2.201M
13,799 shares@ $159.53 avg price
SCHFSchwab Strategic Tr
Recent Activity
Increased 111.02%
0.26%
$2.149M
116,181 shares@ $18.51 avg price
DUKDuke Energy Corp New
Recent Activity
Increased 4.2%
0.25%
$2.016M
18,708 shares@ $107.75 avg price
PLTRPalantir Technologies Inc
Recent Activity
Increased 66.98%
0.23%
$1.883M
24,892 shares@ $75.64 avg price
VYMVanguard Whitehall Fds
Recent Activity
Increased 33.47%
0.22%
$1.785M
13,987 shares@ $127.6 avg price
GILDGilead Sciences Inc
Recent Activity
Increased 0.03%
0.21%
$1.739M
18,823 shares@ $92.38 avg price
CMCSAComcast Corp New
Recent Activity
Increased 10.34%
0.21%
$1.688M
44,970 shares@ $37.54 avg price