Lvz

AI_NATIVE detailed information: This accession holds the following tickers:[
  null,
  null,
  "APPF",
  "CDRE",
  "NLY",
  "PLAB",
  "JXN",
  null,
  "GOOGL",
  "CII",
  "ITGR",
  "ETY",
  "SN",
  "FCX",
  "FITB",
  null,
  "GD",
  null,
  "HD",
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  "ETW",
  null,
  "GGN",
  "GOF",
  "AMAT",
  "EMR",
  null,
  "IVW",
  "IJH",
  null,
  null,
  null,
  null,
  "ASG",
  "STK",
  "ENSG",
  "MPC",
  "MSFT",
  "DUOL",
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  "IGD",
  null,
  null,
  null,
  "BX",
  "IJR",
  "ANET",
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  "PGR",
  "IEMG",
  "IVV",
  "UNH",
  "AAPL",
  "SPY",
  "NVDA",
  "PG",
  "VZ",
  null,
  "MKC",
  "IEFA",
  "SPGI",
  null,
  "ROP",
  null,
  "IBM",
  "SYK",
  "AGYS",
  "FOF",
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  "PSN",
  "FI",
  "WEC",
  "IWR",
  "GSLC",
  null,
  "AMZN",
  null,
  "IVE",
  "HCA",
  "DKS",
  null,
  null,
  "VUG",
  "V",
  "WMT",
  null,
  null,
  "GNTX",
  "SO",
  "TTD",
  "PSX",
  "SPOT",
  null,
  "EXR",
  null,
  null,
  "BRK-B",
  "CASS",
  "CVX",
  "CSCO",
  "C",
  "COP",
  "COST",
  null,
  null,
  null,
  "USMV",
  "QQQ",
  "ETN",
  "GOOG",
  "XOM",
  "JNJ",
  "LLY",
  "PH",
  "ITOT",
  "URI",
  "JPM"
]

Filing Details

13F-HR • 2025-03-31

SEC FilingSEC DataHachi Filing

Report Date: 2025-03-31
Filing Date: 2025-04-22
Total Holdings: 148
Total Value: 761968447
Accession Number: 0000905729-25-000078
Form Type: 13F-HR
CIK: lvz
Manager Name: Lvz

Data Enrichment

57% identified

84 identified64 unidentified

Holdings

SEC FilingSEC DataHachi Filing

Manager:

148 positions • $762.0M total value

SEC FilingSEC DataHachi Filing

Manager:

Search and click to pin securities to the top

Page 2 of 8

Sort by:

86280R811

Shares:121.5K

Value:$3.0M

% of Portfolio:0.4% ($3.0M/$762.0M)

887432334

Shares:102.4K

Value:$2.9M

% of Portfolio:0.4% ($2.9M/$762.0M)

887432359

Shares:62.8K

Value:$2.7M

% of Portfolio:0.4% ($2.7M/$762.0M)

33735K108

Shares:20.2K

Value:$2.7M

% of Portfolio:0.3% ($2.7M/$762.0M)

464288513

Shares:30.8K

Value:$2.4M

% of Portfolio:0.3% ($2.4M/$762.0M)

AMAZON COM INC

AMZN|023135106

Shares:12.4K

Value:$2.4M

% of Portfolio:0.3% ($2.4M/$762.0M)

66538H641

Shares:64.4K

Value:$2.2M

% of Portfolio:0.3% ($2.2M/$762.0M)

35473P439

Shares:82.2K

Value:$2.2M

% of Portfolio:0.3% ($2.2M/$762.0M)

33737J174

Shares:33.6K

Value:$2.0M

% of Portfolio:0.3% ($2.0M/$762.0M)

JPMORGAN CHASE & CO

JPM|46625H100

Shares:7.9K

Value:$1.9M

% of Portfolio:0.3% ($1.9M/$762.0M)

46434V738

Shares:30.7K

Value:$1.8M

% of Portfolio:0.2% ($1.8M/$762.0M)

46434G103

IEMG|46434G103

Shares:33.4K

Value:$1.8M

% of Portfolio:0.2% ($1.8M/$762.0M)

46434V696

Shares:28.6K

Value:$1.8M

% of Portfolio:0.2% ($1.8M/$762.0M)

33735B108

Shares:16.2K

Value:$1.8M

% of Portfolio:0.2% ($1.8M/$762.0M)

SOUTHERN CO

SO|842587107

Shares:18.7K

Value:$1.7M

% of Portfolio:0.2% ($1.7M/$762.0M)

MICROSOFT CORP

MSFT|594918104

Shares:4.5K

Value:$1.7M

% of Portfolio:0.2% ($1.7M/$762.0M)

STRYKER CORP

SYK|863667101

Shares:4.2K

Value:$1.6M

% of Portfolio:0.2% ($1.6M/$762.0M)

25434V500

Shares:24.9K

Value:$1.5M

% of Portfolio:0.2% ($1.5M/$762.0M)

VISA INC.

V|92826C839

Shares:3.8K

Value:$1.3M

% of Portfolio:0.2% ($1.3M/$762.0M)

33738R308

Shares:59.8K

Value:$1.3M

% of Portfolio:0.2% ($1.3M/$762.0M)

Instrument	Shares		Other Manager	Value	% of Portfolio
(cusip86280R811)✕	121.5K	QoQ NEW(+121.5K) YoY NEW(+121.5K)	All Managers (Combined)	$3.0M	0.4% ($3.0M/$762.0M)	QoQ NEW(+$3.0M) YoY NEW(+$3.0M)
(cusip887432334)✕	102.4K	QoQ +0.44% (+451) YoY -1.42% (-1.5K)	All Managers (Combined)	$2.9M	0.4% ($2.9M/$762.0M)	QoQ +8.63% (+$234.0K) YoY +4.02% (-$113.8K)
(cusip887432359)✕	62.8K	QoQ -7.03% (-4.8K) YoY -9.64% (-6.7K)	All Managers (Combined)	$2.7M	0.4% ($2.7M/$762.0M)	QoQ -7.88% (-$228.2K) YoY -8.93% (-$261.8K)
(cusip33735K108)✕	20.2K	QoQ -9.31% (-2.1K) YoY -12.81% (-3.0K)	All Managers (Combined)	$2.7M	0.3% ($2.7M/$762.0M)	QoQ -13.80% (-$424.7K) YoY -7.07% (-$201.8K)
(cusip464288513)✕	30.8K	QoQ -0.84% (-264) YoY -16.48% (-6.1K)	All Managers (Combined)	$2.4M	0.3% ($2.4M/$762.0M)	QoQ -0.54% (-$13.4K) YoY -15.23% (-$437.1K)
AMAZON COM INC(AMZNcusip023135106)	12.4K	QoQ -2.05% (-260) YoY -3.96% (-511)	All Managers (Combined)	$2.4M	0.3% ($2.4M/$762.0M)	QoQ -15.06% (-$417.4K) YoY +1.29% (-$30.1K)
(cusip66538H641)✕	64.4K	QoQ -18.46% (-14.6K) YoY -22.70% (-18.9K)	All Managers (Combined)	$2.2M	0.3% ($2.2M/$762.0M)	QoQ -25.85% (-$765.7K) YoY -26.76% (-$802.5K)
(cusip35473P439)✕	82.2K	QoQ 0.00% (+0) YoY +14.72% (+10.6K)	All Managers (Combined)	$2.2M	0.3% ($2.2M/$762.0M)	QoQ +2.03% (+$43.6K) YoY +17.14% (+$320.4K)
(cusip33737J174)✕	33.6K	QoQ +8.80% (+2.7K) YoY +12.09% (+3.6K)	All Managers (Combined)	$2.0M	0.3% ($2.0M/$762.0M)	QoQ +17.19% (+$286.9K) YoY +16.35% (+$274.8K)
JPMORGAN CHASE & CO(JPMcusip46625H100)	7.9K	QoQ +1.54% (+121) YoY +50.77% (+2.7K)	All Managers (Combined)	$1.9M	0.3% ($1.9M/$762.0M)	QoQ +3.91% (+$73.3K) YoY +84.65% (+$891.5K)
(cusip46434V738)✕	30.7K	QoQ NEW(+30.7K) YoY NEW(+30.7K)	All Managers (Combined)	$1.8M	0.2% ($1.8M/$762.0M)	QoQ NEW(+$1.8M) YoY NEW(+$1.8M)
(IEMGcusip46434G103)	33.4K	QoQ NEW(+33.4K) YoY NEW(+33.4K)	All Managers (Combined)	$1.8M	0.2% ($1.8M/$762.0M)	QoQ NEW(+$1.8M) YoY NEW(+$1.8M)
(cusip46434V696)✕	28.6K	QoQ NEW(+28.6K) YoY -19.94% (-7.1K)	All Managers (Combined)	$1.8M	0.2% ($1.8M/$762.0M)	QoQ NEW(+$1.8M) YoY -21.30% (-$481.1K)
(cusip33735B108)✕	16.2K	QoQ +1.52% (-243) YoY +2.11% (-334)	All Managers (Combined)	$1.8M	0.2% ($1.8M/$762.0M)	QoQ -4.39% (-$80.9K) YoY -1.84% (-$33.0K)
SOUTHERN CO(SOcusip842587107)	18.7K	QoQ +2.60% (+476) YoY +13.86% (+2.3K)	All Managers (Combined)	$1.7M	0.2% ($1.7M/$762.0M)	QoQ +14.60% (+$219.7K) YoY +45.94% (+$542.5K)
MICROSOFT CORP(MSFTcusip594918104)	4.5K	QoQ +3.04% (-132) YoY +39.62% (+1.3K)	All Managers (Combined)	$1.7M	0.2% ($1.7M/$762.0M)	QoQ -8.23% (-$150.3K) YoY +24.57% (+$330.3K)
STRYKER CORP(SYKcusip863667101)	4.2K	QoQ +1.02% (+43) YoY +33.63% (+1.1K)	All Managers (Combined)	$1.6M	0.2% ($1.6M/$762.0M)	QoQ +4.44% (+$67.2K) YoY +39.00% (+$443.2K)
(cusip25434V500)✕	24.9K	QoQ -40.29% (-16.8K) YoY -26.83% (-9.1K)	All Managers (Combined)	$1.5M	0.2% ($1.5M/$762.0M)	QoQ -45.18% (-$1.2M) YoY -29.87% (-$632.6K)
VISA INC.(Vcusip92826C839)	3.8K	QoQ +3.94% (+143) YoY +28.80% (+842)	All Managers (Combined)	$1.3M	0.2% ($1.3M/$762.0M)	QoQ +15.26% (+$174.8K) YoY +61.74% (+$503.8K)
(cusip33738R308)✕	59.8K	QoQ +0.06% (-39) YoY +78.53% (+26.3K)	All Managers (Combined)	$1.3M	0.2% ($1.3M/$762.0M)	QoQ -5.99% (-$83.4K) YoY +73.69% (+$554.5K)