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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
MSCIMsci Inc
Recent Activity
Increased 4.14%
0.11%
$876,015
1,460 shares@ $600.02 avg price
DBEFDbx Etf Tr
Recent Activity
Increased 0.22%
0.11%
$849,422
20,517 shares@ $41.41 avg price
XELXcel Energy Inc
Recent Activity
Increased 167.14%
0.11%
$844,136
12,502 shares@ $67.53 avg price
ODFLOld Dominion Freight Line In
Recent Activity
Increased 35.15%
0.1%
$787,450
4,464 shares@ $176.41 avg price
ISRGIntuitive Surgical Inc
Recent Activity
Increased 1.33%
0.1%
$755,799
1,448 shares@ $521.97 avg price
EQREquity Residential
Recent Activity
Increased 7.2%
0.09%
$724,131
10,091 shares@ $71.77 avg price
NETCloudflare Inc
Recent Activity
Increased 14.4%
0.09%
$718,011
6,668 shares@ $107.69 avg price
RMDResmed Inc
Recent Activity
Increased 23.38%
0.09%
$708,482
3,098 shares@ $228.7 avg price
CRMSalesforce Inc
Recent Activity
Increased 10.73%
0.09%
$683,371
2,044 shares@ $334.34 avg price
ECLEcolab Inc
Recent Activity
Increased 27.67%
0.08%
$659,611
2,815 shares@ $234.33 avg price