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 5 of 8

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46432F859

Shares:9.8K

Value:$474.7K

% of Portfolio:0.1% ($474.7K/$762.0M)

GENTEX CORP

GNTX|371901109

Shares:20.0K

Value:$464.9K

% of Portfolio:0.1% ($464.9K/$762.0M)

SharkNinja, Inc.

SN|G8068L108

Shares:5.5K

Value:$459.6K

% of Portfolio:0.1% ($459.6K/$762.0M)

INVESCO QQQ TRUST, SERIES 1

QQQ|46090E103

Shares:944

Value:$442.7K

% of Portfolio:0.1% ($442.7K/$762.0M)

46641Q332

Shares:7.7K

Value:$440.4K

% of Portfolio:0.1% ($440.4K/$762.0M)

HCA Healthcare, Inc.

HCA|40412C101

Shares:1.2K

Value:$427.1K

% of Portfolio:0.1% ($427.1K/$762.0M)

33739E108

Shares:24.1K

Value:$424.7K

% of Portfolio:0.1% ($424.7K/$762.0M)

Eaton Corp plc

ETN|G29183103

Shares:1.6K

Value:$423.2K

% of Portfolio:0.1% ($423.2K/$762.0M)

Columbia Seligman Premium Technology Growth Fund, Inc.

STK|19842X109

Shares:15.1K

Value:$421.8K

% of Portfolio:0.1% ($421.8K/$762.0M)

WEC ENERGY GROUP, INC.

WEC|92939U106

Shares:3.8K

Value:$419.4K

% of Portfolio:0.1% ($419.4K/$762.0M)

BERKSHIRE HATHAWAY INC

BRK-B|084670702

Shares:781

Value:$415.9K

% of Portfolio:0.1% ($415.9K/$762.0M)

Spotify Technology S.A.

SPOT|L8681T102

Shares:746

Value:$410.3K

% of Portfolio:0.1% ($410.3K/$762.0M)

ANNALY CAPITAL MANAGEMENT INC

NLY|035710839

Shares:20.1K

Value:$408.3K

% of Portfolio:0.1% ($408.3K/$762.0M)

Trade Desk, Inc.

TTD|88339J105

Shares:7.2K

Value:$395.6K

% of Portfolio:0.1% ($395.6K/$762.0M)

DICK'S SPORTING GOODS, INC.

DKS|253393102

Shares:2.0K

Value:$395.5K

% of Portfolio:0.1% ($395.5K/$762.0M)

Jackson Financial Inc.

JXN|46817M107

Shares:4.7K

Value:$394.4K

% of Portfolio:0.1% ($394.4K/$762.0M)

46434V100

Shares:7.5K

Value:$379.1K

% of Portfolio:0.0% ($379.1K/$762.0M)

ENSIGN GROUP, INC

ENSG|29358P101

Shares:2.9K

Value:$374.4K

% of Portfolio:0.0% ($374.4K/$762.0M)

HOME DEPOT, INC.

HD|437076102

Shares:982

Value:$359.9K

% of Portfolio:0.0% ($359.9K/$762.0M)

33740F482

Shares:9.5K

Value:$353.9K

% of Portfolio:0.0% ($353.9K/$762.0M)

Instrument	Shares		Other Manager	Value	% of Portfolio
(cusip46432F859)✕	9.8K	QoQ +8.83% (+797) YoY +5.11% (+478)	All Managers (Combined)	$474.7K	0.1% ($474.7K/$762.0M)	QoQ +10.15% (+$43.8K) YoY +7.13% (+$31.6K)
GENTEX CORP(GNTXcusip371901109)	20.0K	QoQ 0.00% (-0) YoY -14.80% (-3.5K)	All Managers (Combined)	$464.9K	0.1% ($464.9K/$762.0M)	QoQ -18.89% (-$108.3K) YoY -45.04% (-$381.0K)
SharkNinja, Inc.(SNcusipG8068L108)	5.5K	QoQ +9.67% (-486) YoY +34.62% (+1.4K)	All Managers (Combined)	$459.6K	0.1% ($459.6K/$762.0M)	QoQ -6.04% (-$29.5K) YoY +80.26% (+$204.6K)
INVESCO QQQ TRUST, SERIES 1(QQQcusip46090E103)	944	QoQ -0.84% (-8) YoY -0.84% (-8)	All Managers (Combined)	$442.7K	0.1% ($442.7K/$762.0M)	QoQ -9.04% (-$44.0K) YoY +4.69% (-$19.9K)
(cusip46641Q332)✕	7.7K	QoQ +2.81% (+211) YoY -15.36% (-1.4K)	All Managers (Combined)	$440.4K	0.1% ($440.4K/$762.0M)	QoQ +2.12% (+$9.1K) YoY -16.41% (-$86.5K)
HCA Healthcare, Inc.(HCAcusip40412C101)	1.2K	QoQ +9.96% (+112) YoY +39.18% (+348)	All Managers (Combined)	$427.1K	0.1% ($427.1K/$762.0M)	QoQ +26.59% (+$89.7K) YoY +44.20% (+$130.9K)
(cusip33739E108)✕	24.1K	QoQ +2.84% (+667) YoY -17.66% (-5.2K)	All Managers (Combined)	$424.7K	0.1% ($424.7K/$762.0M)	QoQ +2.20% (+$9.1K) YoY -16.37% (-$83.2K)
Eaton Corp plc(ETNcusipG29183103)	1.6K	QoQ 0.00% (-0) YoY +0.64% (-10)	All Managers (Combined)	$423.2K	0.1% ($423.2K/$762.0M)	QoQ -18.09% (-$93.5K) YoY -12.50% (-$60.5K)
Columbia Seligman Premium Technology Growth Fund, Inc.(STKcusip19842X109)	15.1K	QoQ 0.00% (-0) YoY -15.09% (-2.7K)	All Managers (Combined)	$421.8K	0.1% ($421.8K/$762.0M)	QoQ -12.42% (-$59.8K) YoY -25.46% (-$144.1K)
WEC ENERGY GROUP, INC.(WECcusip92939U106)	3.8K	QoQ -32.82% (-1.9K) YoY -33.40% (-1.9K)	All Managers (Combined)	$419.4K	0.1% ($419.4K/$762.0M)	QoQ -22.14% (-$119.3K) YoY -11.61% (-$55.1K)
BERKSHIRE HATHAWAY INC(BRK-Bcusip084670702)	781	QoQ 0.00% (+0) YoY -4.05% (-33)	All Managers (Combined)	$415.9K	0.1% ($415.9K/$762.0M)	QoQ +17.49% (+$61.9K) YoY +21.51% (-$73.6K)
Spotify Technology S.A.(SPOTcusipL8681T102)	746	QoQ -29.01% (-305) YoY -16.74% (-150)	All Managers (Combined)	$410.3K	0.1% ($410.3K/$762.0M)	QoQ -12.73% (-$59.9K) YoY +73.53% (-$173.9K)
ANNALY CAPITAL MANAGEMENT INC(NLYcusip035710839)	20.1K	QoQ +2.39% (+470) YoY -14.20% (-3.3K)	All Managers (Combined)	$408.3K	0.1% ($408.3K/$762.0M)	QoQ +13.64% (+$49.0K) YoY -11.50% (-$53.1K)
Trade Desk, Inc.(TTDcusip88339J105)	7.2K	QoQ +149.31% (+4.3K) YoY +149.31% (+4.3K)	All Managers (Combined)	$395.6K	0.1% ($395.6K/$762.0M)	QoQ +16.07% (+$54.8K) YoY +56.05% (+$142.1K)
DICK'S SPORTING GOODS, INC.(DKScusip253393102)	2.0K	QoQ +8.87% (-160) YoY +32.21% (+478)	All Managers (Combined)	$395.5K	0.1% ($395.5K/$762.0M)	QoQ -4.10% (-$16.9K) YoY +18.51% (+$61.8K)
Jackson Financial Inc.(JXNcusip46817M107)	4.7K	QoQ +18.82% (+746) YoY NEW(+4.7K)	All Managers (Combined)	$394.4K	0.1% ($394.4K/$762.0M)	QoQ +14.32% (+$49.4K) YoY NEW(+$394.4K)
(cusip46434V100)✕	7.5K	QoQ +8.78% (+609) YoY +4.37% (+316)	All Managers (Combined)	$379.1K	0.0% ($379.1K/$762.0M)	QoQ +9.96% (+$34.4K) YoY +6.62% (+$23.5K)
ENSIGN GROUP, INC(ENSGcusip29358P101)	2.9K	QoQ NEW(+2.9K) YoY NEW(+2.9K)	All Managers (Combined)	$374.4K	0.0% ($374.4K/$762.0M)	QoQ NEW(+$374.4K) YoY NEW(+$374.4K)
HOME DEPOT, INC.(HDcusip437076102)	982	QoQ 0.00% (-0) YoY +37.92% (+270)	All Managers (Combined)	$359.9K	0.0% ($359.9K/$762.0M)	QoQ -5.78% (-$22.1K) YoY +31.76% (+$86.8K)
(cusip33740F482)✕	9.5K	QoQ 0.00% (-0) YoY NEW(+9.5K)	All Managers (Combined)	$353.9K	0.0% ($353.9K/$762.0M)	QoQ -0.69% (-$2.5K) YoY NEW(+$353.9K)