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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
LPLALpl Finl Hldgs Inc
Recent Activity
Increased 2.04%
0.17%
$1.362M
4,171 shares@ $326.52 avg price
RTXRtx Corporation
Recent Activity
Increased 3.03%
0.16%
$1.297M
11,207 shares@ $115.73 avg price
ABTAbbott Labs
Recent Activity
Increased 45.04%
0.16%
$1.294M
11,440 shares@ $113.11 avg price
PHParker-hannifin Corp
Recent Activity
Increased 0.88%
0.16%
$1.252M
1,969 shares@ $636.04 avg price
KMBKimberly-clark Corp
Recent Activity
Increased 1.73%
0.15%
$1.19M
9,085 shares@ $131.05 avg price
PMPhilip Morris Intl Inc
Recent Activity
Increased 55.79%
0.13%
$1.046M
8,691 shares@ $120.36 avg price
MRKMerck & Co Inc
Recent Activity
Increased 33.93%
0.13%
$1.042M
10,473 shares@ $99.48 avg price
LOWLowes Cos Inc
Recent Activity
Increased 16.21%
0.13%
$1.023M
4,145 shares@ $246.8 avg price
DEDeere & Co
Recent Activity
Increased 0.17%
0.13%
$1.012M
2,389 shares@ $423.71 avg price
BRBroadridge Finl Solutions In
Recent Activity
Increased 6.78%
0.11%
$897,804
3,971 shares@ $226.1 avg price