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
1
SDVYFIRST TR EXCHANGE-TRADED FD
2,726,811$97.8B12.54%
2
IVWISHARES TR
946,392$96.1B12.32%
3
IVEISHARES TR
436,966$83.4B10.70%
4
DUHPDIMENSIONAL ETF TRUST
2,035,836$68.8B8.82%
5
IJHISHARES TR
1,069,019$66.6B8.54%
6
FTCBFIRST TR EXCHANGE-TRADED FD
2,753,129$56.9B7.29%
7
DFAIDIMENSIONAL ETF TRUST
1,940,769$56.7B7.27%
8
JBNDJ P MORGAN EXCHANGE TRADED F
846,946$44.3B5.68%
9
IJRISHARES TR
340,728$39.3B5.03%
10
AGGISHARES TR
311,825$30.2B3.87%
11
BIBLNORTHERN LTS FD TR IV
185,499$7.2B0.93%
12
AAPLAPPLE INC
24,354$6.1B0.78%
13
ITOTISHARES TR
45,399$5.8B0.75%
14
IVVISHARES TR
9,169$5.4B0.69%
15
DFUSDIMENSIONAL ETF TRUST
83,460$5.3B0.68%
16
DFCFDIMENSIONAL ETF TRUST
115,282$4.8B0.61%
17
IBDNORTHERN LTS FD TR IV
185,393$4.3B0.56%
18
IJJISHARES TR
28,096$3.5B0.45%
19
FTCFIRST TRUST LRGCP GWT ALPHAD
22,250$3.1B0.39%
20
ISMDNORTHERN LTS FD TR IV
78,940$3.0B0.38%
21
TPLCTIMOTHY PLAN
67,604$2.9B0.37%
22
AMZNAMAZON COM INC
12,631$2.8B0.36%
23
FTAFIRST TR LRG CP VL ALPHADEX
36,153$2.8B0.35%
24
DFASDIMENSIONAL ETF TRUST
41,631$2.7B0.35%
25
TPIFTIMOTHY PLAN
101,926$2.7B0.35%
26
HYGISHARES TR
31,087$2.4B0.31%
27
TPHDTIMOTHY PLAN
64,043$2.3B0.30%
28
FEXFIRST TR LRGE CP CORE ALPHA
21,306$2.2B0.28%
29
INCMFRANKLIN TEMPLETON ETF TR
82,186$2.1B0.28%
30
IWCISHARES TR
14,840$1.9B0.25%
31
JPMJPMORGAN CHASE & CO.
7,807$1.9B0.24%
32
FNXFIRST TR MID CAP CORE ALPHAD
15,911$1.8B0.24%
33
FQALFIDELITY COVINGTON TRUST
27,915$1.8B0.23%
34
MSFTMICROSOFT CORP
4,329$1.8B0.23%
35
FDTFIRST TR EXCH TRD ALPHDX FD
30,854$1.7B0.21%
36
SYKSTRYKER CORPORATION
4,200$1.5B0.19%
37
SOSOUTHERN CO
18,268$1.5B0.19%
38
FTHIFIRST TR EXCHANGE-TRADED FD
59,749$1.4B0.18%
39
COPCONOCOPHILLIPS
12,081$1.2B0.15%
40
AQLTISHARES TR
16,767$1.2B0.15%
41
FYXFIRST TR SML CP CORE ALPHA F
11,627$1.2B0.15%
42
HYLSFIRST TR EXCHANGE-TRADED FD
28,295$1.2B0.15%
43
VVISA INC
3,622$1.1B0.15%
44
FMBFIRST TR EXCH TRADED FD III
22,285$1.1B0.15%
45
NEARISHARES U S ETF TR
19,681$993.9M0.13%
46
RSPTINVESCO EXCHANGE TRADED FD T
26,391$987.6M0.13%
47
XLFSELECT SECTOR SPDR TR
20,113$972.0M0.12%
48
JPSTJ P MORGAN EXCHANGE TRADED F
18,678$940.8M0.12%
49
CASSCASS INFORMATION SYS INC
22,827$933.9M0.12%
50
OCTMFIRST TR EXCHNG TRADED FD VI
28,914$882.2M0.11%
51
FDVVFIDELITY COVINGTON TRUST
16,900$844.0M0.11%
52
ANETARISTA NETWORKS INC
7,394$817.3M0.10%
53
NVDANVIDIA CORPORATION
6,037$810.7M0.10%
54
WMTWALMART INC
8,828$797.6M0.10%
55
COSTCOSTCO WHSL CORP NEW
869$796.3M0.10%
56
LLYELI LILLY & CO
1,011$780.5M0.10%
57
XOMEXXON MOBIL CORP
6,946$747.2M0.10%
58
SPYSPDR S&P 500 ETF TR
1,204$705.6M0.09%
59
TSLATESLA INC
1,731$698.9M0.09%
60
TRVCCITIGROUP INC
9,813$690.7M0.09%
61
BACVERIZON COMMUNICATIONS INC
17,119$684.6M0.09%
62
FISVFISERV INC
3,280$673.8M0.09%
63
IBMINTERNATIONAL BUSINESS MACHS
3,026$665.2M0.09%
64
PSXPHILLIPS 66
5,643$642.9M0.08%
65
DNOVFIRST TR EXCHNG TRADED FD VI
14,668$628.8M0.08%
66
GDGENERAL DYNAMICS CORP
2,372$625.1M0.08%
67
AMATAPPLIED MATLS INC
3,731$606.8M0.08%
68
FFEBFIRST TR EXCHNG TRADED FD VI
12,095$602.0M0.08%
69
GNTXGENTEX CORP
19,952$573.2M0.07%
70
PGPROCTER AND GAMBLE CO
3,382$567.0M0.07%
71
APPFAPPFOLIO INC
2,252$555.6M0.07%
72
RDVYFIRST TR EXCHANGE-TRADED FD
9,203$544.3M0.07%
73
CSCOCISCO SYS INC
9,141$541.1M0.07%
74
WECWEC ENERGY GROUP INC
5,728$538.7M0.07%
75
MLPAGLOBAL X FDS
10,882$537.7M0.07%
76
PLABPHOTRONICS INC
22,807$537.3M0.07%
77
ETNEATON CORP PLC
1,557$516.7M0.07%
78
GSLCGOLDMAN SACHS ETF TR
4,434$510.7M0.07%
79
DUOLDUOLINGO INC
1,572$509.7M0.07%
80
SNSHARKNINJA INC
5,024$489.1M0.06%
81
NDQINVESCO QQQ TR
952$486.7M0.06%
82
STKCOLUMBIA SELIGM PREM TECH GR
15,074$481.6M0.06%
83
SPOTSPOTIFY TECHNOLOGY S A
1,051$470.2M0.06%
84
FIXDFIRST TR EXCHNG TRADED FD VI
10,891$468.0M0.06%
85
MPCMARATHON PETE CORP
3,276$457.0M0.06%
86
JEPIJ P MORGAN EXCHANGE TRADED F
7,496$431.2M0.06%
87
ISTBISHARES TR
9,020$430.9M0.06%
88
PGRPROGRESSIVE CORP
1,796$430.3M0.06%
89
XFEBFIRST TR EXCH TRADED FD III
23,475$415.5M0.05%
90
ROPROPER TECHNOLOGIES INC
794$412.8M0.05%
91
DKSDICKS SPORTING GOODS INC
1,802$412.4M0.05%
92
GOOGLALPHABET INC
2,173$411.4M0.05%
93
PSNPARSONS CORP DEL
4,436$409.2M0.05%
94
HDHOME DEPOT INC
982$382.0M0.05%
95
VVVVALVOLINE INC
10,404$376.4M0.05%
96
XFEBFIRST TR EXCHNG TRADED FD VI
8,638$362.6M0.05%
97
JJACOBS SOLUTIONS INC
2,708$361.8M0.05%
98
SUSAISHARES TR
2,966$360.6M0.05%
99
NLYANNALY CAPITAL MANAGEMENT IN
19,632$359.3M0.05%
100
GMARFIRST TR EXCHNG TRADED FD VI
9,513$356.4M0.05%
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