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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
SCHZSchwab Strategic Tr
Recent Activity
Increased 128.09%
0.21%
$1.664M
73,307 shares@ $22.71 avg price
SAPSap Se
Recent Activity
Increased 7.92%
0.2%
$1.658M
6,734 shares@ $246.22 avg price
WECWec Energy Group Inc
Recent Activity
Increased 5.13%
0.2%
$1.59M
16,907 shares@ $94.05 avg price
SPGIS&p Global Inc
Recent Activity
Increased 1.37%
0.2%
$1.587M
3,187 shares@ $498.04 avg price
CVXChevron Corp New
Recent Activity
Increased 21.85%
0.2%
$1.585M
10,945 shares@ $144.85 avg price
MDTMedtronic Plc
Recent Activity
Increased 7.41%
0.19%
$1.574M
19,707 shares@ $79.89 avg price
SOSouthern Co
Recent Activity
Increased 10.4%
0.19%
$1.528M
18,566 shares@ $82.33 avg price
NFLXNetflix Inc
Recent Activity
Increased 0.93%
0.18%
$1.453M
1,630 shares@ $891.33 avg price
EFVIshares Tr
Recent Activity
Increased 1.05%
0.17%
$1.384M
26,374 shares@ $52.48 avg price
AEPAmerican Elec Pwr Co Inc
Recent Activity
Increased 3.43%
0.17%
$1.376M
14,924 shares@ $92.24 avg price