Lvz, Inc.

Investment Portfolio & 13F Holdings Analysis

About

Type: FundHoldings: 148Value: $762.0MLatest: 2025Q1

LVZ, Inc. is an institutional investment manager that filed its latest Form 13F for 2025Q1, reporting 148 holdings worth $0.8 billion. Form 13F filings provide transparency into the equity holdings of institutional investment managers with over $100 million in assets under management. This page displays the most recent portfolio holdings, allowing investors to track position changes, new investments, and portfolio composition.

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 1 of 8

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33741X102

Shares:2.7M

Value:$89.3M

% of Portfolio:11.7% ($89.3M/$762.0M)

464287408

IVE|464287408

Shares:441.0K

Value:$84.0M

% of Portfolio:11.0% ($84.0M/$762.0M)

464287309

IVW|464287309

Shares:845.6K

Value:$78.5M

% of Portfolio:10.3% ($78.5M/$762.0M)

25434V831

Shares:2.0M

Value:$66.6M

% of Portfolio:8.7% ($66.6M/$762.0M)

25434V203

Shares:2.1M

Value:$64.5M

% of Portfolio:8.5% ($64.5M/$762.0M)

33738D788

Shares:3.0M

Value:$63.3M

% of Portfolio:8.3% ($63.3M/$762.0M)

464287507

IJH|464287507

Shares:1.0M

Value:$61.1M

% of Portfolio:8.0% ($61.1M/$762.0M)

46654Q716

Shares:912.8K

Value:$48.9M

% of Portfolio:6.4% ($48.9M/$762.0M)

46641Q761

Shares:653.5K

Value:$36.9M

% of Portfolio:4.8% ($36.9M/$762.0M)

464287226

Shares:330.2K

Value:$32.7M

% of Portfolio:4.3% ($32.7M/$762.0M)

66538H534

Shares:156.1K

Value:$6.0M

% of Portfolio:0.8% ($6.0M/$762.0M)

Apple Inc.

AAPL|037833100

Shares:25.1K

Value:$5.6M

% of Portfolio:0.7% ($5.6M/$762.0M)

66538H633

Shares:187.4K

Value:$4.5M

% of Portfolio:0.6% ($4.5M/$762.0M)

25434V401

Shares:73.6K

Value:$4.5M

% of Portfolio:0.6% ($4.5M/$762.0M)

464287150

ITOT|464287150

Shares:36.2K

Value:$4.4M

% of Portfolio:0.6% ($4.4M/$762.0M)

25434V872

Shares:104.2K

Value:$4.4M

% of Portfolio:0.6% ($4.4M/$762.0M)

464287200

IVV|464287200

Shares:6.8K

Value:$3.8M

% of Portfolio:0.5% ($3.8M/$762.0M)

25434V559

Shares:65.2K

Value:$3.3M

% of Portfolio:0.4% ($3.3M/$762.0M)

33733E823

Shares:107.1K

Value:$3.2M

% of Portfolio:0.4% ($3.2M/$762.0M)

33738R506

Shares:53.6K

Value:$3.1M

% of Portfolio:0.4% ($3.1M/$762.0M)

Instrument	Shares		Other Manager	Value	% of Portfolio
(cusip33741X102)✕	2.7M	QoQ -2.20% (-60.0K) YoY -0.98% (-26.6K)	All Managers (Combined)	$89.3M	11.7% ($89.3M/$762.0M)	QoQ -8.61% (-$8.4M) YoY -4.74% (-$4.4M)
(IVEcusip464287408)	441.0K	QoQ +0.91% (+4.0K) YoY +2.64% (+11.4K)	All Managers (Combined)	$84.0M	11.0% ($84.0M/$762.0M)	QoQ +0.75% (+$631.0K) YoY +4.71% (+$3.8M)
(IVWcusip464287309)	845.6K	QoQ -10.64% (-100.8K) YoY -13.55% (-132.6K)	All Managers (Combined)	$78.5M	10.3% ($78.5M/$762.0M)	QoQ -18.30% (-$17.6M) YoY -4.96% (-$4.1M)
(cusip25434V831)✕	2.0M	QoQ -1.28% (-26.1K) YoY -0.70% (-14.2K)	All Managers (Combined)	$66.6M	8.7% ($66.6M/$762.0M)	QoQ -3.18% (-$2.2M) YoY +4.10% (-$2.6M)
(cusip25434V203)✕	2.1M	QoQ +6.33% (+123.0K) YoY +10.28% (+192.4K)	All Managers (Combined)	$64.5M	8.5% ($64.5M/$762.0M)	QoQ +13.72% (+$7.8M) YoY +13.96% (+$7.9M)
(cusip33738D788)✕	3.0M	QoQ +9.56% (+263.4K) YoY NEW(+3.0M)	All Managers (Combined)	$63.3M	8.3% ($63.3M/$762.0M)	QoQ +11.37% (+$6.5M) YoY NEW(+$63.3M)
(IJHcusip464287507)	1.0M	QoQ -2.10% (-22.5K) YoY -5.18% (-57.2K)	All Managers (Combined)	$61.1M	8.0% ($61.1M/$762.0M)	QoQ -8.32% (-$5.5M) YoY -8.91% (-$6.0M)
(cusip46654Q716)✕	912.8K	QoQ +7.78% (+65.9K) YoY NEW(+912.8K)	All Managers (Combined)	$48.9M	6.4% ($48.9M/$762.0M)	QoQ +10.39% (+$4.6M) YoY NEW(+$48.9M)
(cusip46641Q761)✕	653.5K	QoQ NEW(+653.5K) YoY NEW(+653.5K)	All Managers (Combined)	$36.9M	4.8% ($36.9M/$762.0M)	QoQ NEW(+$36.9M) YoY NEW(+$36.9M)
(cusip464287226)✕	330.2K	QoQ +5.88% (+18.3K) YoY +12.09% (+35.6K)	All Managers (Combined)	$32.7M	4.3% ($32.7M/$762.0M)	QoQ +8.09% (+$2.4M) YoY +13.21% (+$3.8M)
(cusip66538H534)✕	156.1K	QoQ -15.85% (-29.4K) YoY -18.24% (-34.8K)	All Managers (Combined)	$6.0M	0.8% ($6.0M/$762.0M)	QoQ -16.92% (-$1.2M) YoY -19.29% (-$1.4M)
Apple Inc.(AAPLcusip037833100)	25.1K	QoQ +3.18% (-775) YoY +27.83% (+5.5K)	All Managers (Combined)	$5.6M	0.7% ($5.6M/$762.0M)	QoQ -8.47% (-$516.8K) YoY +65.58% (+$2.2M)
(cusip66538H633)✕	187.4K	QoQ +1.08% (+2.0K) YoY +7.25% (+12.7K)	All Managers (Combined)	$4.5M	0.6% ($4.5M/$762.0M)	QoQ +2.42% (+$105.3K) YoY +8.49% (+$348.3K)
(cusip25434V401)✕	73.6K	QoQ -11.82% (-9.9K) YoY +5.43% (+3.8K)	All Managers (Combined)	$4.5M	0.6% ($4.5M/$762.0M)	QoQ -16.35% (-$869.9K) YoY +11.91% (+$473.7K)
(ITOTcusip464287150)	36.2K	QoQ -20.23% (-9.2K) YoY +56.73% (+13.1K)	All Managers (Combined)	$4.4M	0.6% ($4.4M/$762.0M)	QoQ -24.33% (-$1.4M) YoY +65.85% (+$1.8M)
(cusip25434V872)✕	104.2K	QoQ -9.64% (-11.1K) YoY +29.41% (+23.7K)	All Managers (Combined)	$4.4M	0.6% ($4.4M/$762.0M)	QoQ -7.91% (-$376.7K) YoY +29.75% (+$1.0M)
(IVVcusip464287200)	6.8K	QoQ -25.91% (-2.4K) YoY -36.08% (-3.8K)	All Managers (Combined)	$3.8M	0.5% ($3.8M/$762.0M)	QoQ -29.28% (-$1.6M) YoY -31.68% (-$1.8M)
(cusip25434V559)✕	65.2K	QoQ NEW(+65.2K) YoY NEW(+65.2K)	All Managers (Combined)	$3.3M	0.4% ($3.3M/$762.0M)	QoQ NEW(+$3.3M) YoY NEW(+$3.3M)
(cusip33733E823)✕	107.1K	QoQ NEW(+107.1K) YoY NEW(+107.1K)	All Managers (Combined)	$3.2M	0.4% ($3.2M/$762.0M)	QoQ NEW(+$3.2M) YoY NEW(+$3.2M)
(cusip33738R506)✕	53.6K	QoQ +482.40% (+44.4K) YoY +521.87% (+45.0K)	All Managers (Combined)	$3.1M	0.4% ($3.1M/$762.0M)	QoQ +476.49% (+$2.6M) YoY +548.10% (+$2.7M)