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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
GWWGrainger W W Inc
Recent Activity
Increased 136.48%
0.08%
$635,593
603 shares@ $1054.06 avg price
DISDisney Walt Co
Recent Activity
Increased 14.68%
0.08%
$609,107
5,470 shares@ $111.36 avg price
LMTLockheed Martin Corp
Recent Activity
Increased 11.12%
0.08%
$597,689
1,230 shares@ $485.93 avg price
KMIKinder Morgan Inc Del
Recent Activity
Increased 7.84%
0.07%
$580,086
21,171 shares@ $27.41 avg price
BXBlackstone Inc
Recent Activity
Increased 2.58%
0.07%
$562,895
3,265 shares@ $172.41 avg price
HONHoneywell Intl Inc
Recent Activity
Increased 0.09%
0.07%
$536,489
2,375 shares@ $225.9 avg price
ETREntergy Corp New
Recent Activity
Increased 116.5%
0.07%
$532,484
7,023 shares@ $75.83 avg price
NEENextera Energy Inc
Recent Activity
Increased 197.86%
0.07%
$517,172
7,214 shares@ $71.7 avg price
AMTAmerican Tower Corp New
Recent Activity
Increased 76.87%
0.07%
$503,545
2,745 shares@ $183.45 avg price
IJHIshares Tr
Recent Activity
Increased 43.72%
0.07%
$499,228
8,012 shares@ $62.32 avg price