LVZ, Inc. Q4 2024 Filing

Filed February 6, 2025

Portfolio Value

$779.8B

Holdings

149

Report Date

Q4 2024

Filing Type

13F-HR

All Holdings (149 positions)

#StockSharesValue% PortfolioType
101
BRK/BBERKSHIRE HATHAWAY INC DEL
781$354.0M0.05%
102
SEPMFIRST TR EXCHNG TRADED FD VI
11,799$352.0M0.05%
103
ITGRINTEGER HLDGS CORP
2,623$347.6M0.04%
104
FITBFIFTH THIRD BANCORP
8,164$345.2M0.04%
105
JXNJACKSON FINANCIAL INC
3,962$345.0M0.04%
106
SLQDISHARES TR
6,931$344.7M0.04%
107
PHPARKER-HANNIFIN CORP
539$342.8M0.04%
108
TTDTHE TRADE DESK INC
2,900$340.8M0.04%
109
EMREMERSON ELEC CO
2,729$338.2M0.04%
110
HCAHCA HEALTHCARE INC
1,124$337.4M0.04%
111
CDRECADRE HLDGS INC
10,164$328.3M0.04%
112
URIUNITED RENTALS INC
439$309.2M0.04%
113
XOCTFIRST TR EXCHNG TRADED FD VI
9,000$308.0M0.04%
114
PPAINVESCO EXCHANGE TRADED FD T
2,667$306.0M0.04%
115
CIIBLACKROCK ENHANCD CAP & INM
15,215$305.8M0.04%
116
PIEQPRINCIPAL EXCHANGE TRADED FD
14,543$295.8M0.04%
117
EXREXTRA SPACE STORAGE INC
1,977$295.8M0.04%
118
DJUNFIRST TR EXCHNG TRADED FD VI
6,778$293.4M0.04%
119
FCXFREEPORT-MCMORAN INC
7,654$291.4M0.04%
120
IWRISHARES TR
3,249$287.2M0.04%
121
UNHUNITEDHEALTH GROUP INC
568$287.1M0.04%
122
BUFRFIRST TR EXCHNG TRADED FD VI
9,377$285.7M0.04%
123
DAPRFIRST TR EXCHNG TRADED FD VI
7,542$280.6M0.04%
124
GOOGALPHABET INC
1,425$271.3M0.03%
125
BXBLACKSTONE INC
1,500$258.6M0.03%
126
NINISOURCE INC
6,897$253.5M0.03%
127
XISEFIRST TR EXCHNG TRADED FD VI
8,253$249.9M0.03%
128
MCXMCCORMICK & CO INC
3,246$247.5M0.03%
129
FNOVFIRST TR EXCHNG TRADED FD VI
5,123$245.0M0.03%
130
SPLVINVESCO EXCH TRADED FD TR II
3,323$232.6M0.03%
131
VTIVANGUARD INDEX FDS
795$230.4M0.03%
132
SPHQINVESCO EXCHANGE TRADED FD T
3,431$230.0M0.03%
133
SPGIS&P GLOBAL INC
456$227.1M0.03%
134
VUGVANGUARD INDEX FDS
540$221.6M0.03%
135
USMVISHARES TR
2,494$221.4M0.03%
136
XDECFIRST TR EXCHNG TRADED FD VI
5,908$220.4M0.03%
137
CVXCHEVRON CORP NEW
1,516$219.6M0.03%
138
WHRWHIRLPOOL CORP
1,900$217.5M0.03%
139
GOFGUGGENHEIM STRATEGIC OPPORTU
14,209$216.8M0.03%
140
FTCSFIRST TR EXCHANGE-TRADED FD
2,383$209.3M0.03%
141
XMLVINVESCO EXCH TRADED FD TR II
3,421$208.1M0.03%
142
VCRVANGUARD WORLD FD
538$202.0M0.03%
143
FSMBFIRST TR EXCH TRADED FD III
10,068$199.7M0.03%
144
XFOFXCOHEN & STEERS CLOSED-END OP
14,335$182.1M0.02%
145
ASGLIBERTY ALL-STAR GROWTH FD I
29,855$168.7M0.02%
146
XETYXEATON VANCE TAX-MANAGED DIVE
10,023$149.8M0.02%
147
ETWEATON VANCE TAX-MANAGED GLOB
16,535$139.2M0.02%
148
GGNGAMCO GLOBAL GOLD NAT RES &
36,191$136.4M0.02%
149
XIGDXVOYA GLBL EQTY DIV & PREM OP
13,506$73.2M0.01%
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