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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
CLColgate Palmolive Co
Recent Activity
Increased 12.47%
0.06%
$489,824
5,388 shares@ $90.92 avg price
EIXEdison Intl
Recent Activity
Increased 1.07%
0.06%
$460,438
5,767 shares@ $79.85 avg price
EDConsolidated Edison Inc
Recent Activity
Increased 0.14%
0.06%
$460,249
5,158 shares@ $89.24 avg price
CMGChipotle Mexican Grill Inc
Recent Activity
Increased 4.47%
0.06%
$432,954
7,180 shares@ $60.3 avg price
BKNGBooking Holdings Inc
Recent Activity
Increased 11.27%
0.05%
$392,506
79 shares@ $4968.44 avg price
NOBLProshares Tr
Recent Activity
Increased 0.9%
0.05%
$392,427
3,942 shares@ $99.56 avg price
NWGNatwest Group Plc
Recent Activity
Increased 2.26%
0.05%
$391,434
38,489 shares@ $10.18 avg price
ERJEmbraer S.a.
Recent Activity
Increased 3.3%
0.05%
$391,009
10,660 shares@ $36.69 avg price
ITWIllinois Tool Wks Inc
Recent Activity
Increased 1.54%
0.05%
$385,665
1,521 shares@ $253.57 avg price
ZTSZoetis Inc
Recent Activity
Increased 59.39%
0.05%
$381,745
2,343 shares@ $162.94 avg price