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Institutional Investment Manager
LVZ, Inc.
LVZ, Inc. (CIK: 0001574408) incorporated in Michigan, located at 240 S. River Avenue, Holland, MI. Institutional holdings reported to the SEC.
Institutional Holdings (2014Q4)
Original 13F HR (0000905729-15-000020) filed in 2015.01.30
#
Name
Shares
Value ($)
%
Options
Notes
1 ISHARES TR 171,905 16,120 12.11%
2 ISHARES TR 124,512 13,896 10.44%
3 ISHARES IBOXX $ HIGH YIELD CORPORATE BOND ETF 134,167 12,021 9.03%
4 ISHARES TR 190,751 11,769 8.84%
5 ISHARES TR 84,313 10,778 8.10%
6 ISHARES TR 66,991 10,696 8.03%
7 ISHARES TR 77,223 9,221 6.93%
8 ISHARES TR 76,885 8,435 6.34%
9 ISHARES TR 55,398 7,985 6.00%
10 ISHARES 129,914 7,357 5.53%
11 ISHARES MSCI EAFE SMALL CAP IDX FD 117,377 5,483 4.12%
12 ISHARES TR 41,441 5,072 3.81%
13 ISHARES TR 42,876 5,057 3.80%
14 SELECT SECTOR SPDR TR 43,064 3,409 2.56%
15 GLOBAL X FDS 66,445 1,533 1.15%
16 ISHARES TR 13,056 1,438 1.08%
17 CALAMOS CONV OPPORTUNITIES & 82,300 1,057 0.79%
18 ISHARES TR 25,589 1,036 0.78%
19 Yorkville High Inc Etf 61,106 764 0.57%
New Holding filing (0000905729-20-000256) filed in 2020.12.18. By the way, our system suggests this filing contains data anomalies (30-70% change compare to the original filing).
#
Name
Shares
Value ($)
%
Options
Notes
1 ISHARES TR 4,540 349 17.98%
2 APPLE INC 2,507 277 14.27%
3 WEC ENERGY CORP. 4,880 257 13.24%
4 CONOCOPHILLIPS 3,554 245 12.62%
5 VECTREN CORP 4,800 222 11.44%
6 OSHKOSH CORP 4,479 218 11.23%
7 COLGATE PALMOLIVE CO 3,020 209 10.77%
8 FORD MTR CO DEL 10,601 164 8.45%