Fund Holdings — LVZ, Inc.

Total Portfolio Value
$879.73M
Total Bought
$125.49M
Total Sold
$79.92M
Net Transaction
+$45.57M
Filing Period:
Securities
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SharesValue ($K)
Q2 2025
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Q3 2025
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Change
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Q2 2025
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Q3 2025
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Weight (%)
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Change
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ISHARES TR449,606595,326+145,72087,862122,94113.97%+35,079
ISHARES TR859,7351,026,958+167,22394,657123,97414.09%+29,318
J P MORGAN EXCHANGE TRADED F
US QUALTY FCTR
671,830997,493+325,66340,34362,7527.13%+22,409
FIRST TR EXCHANGE-TRADED FD
SMID RISNG ETF
2,747,3962,800,749+53,35396,928106,48312.10%+9,555
FIRST TR EXCHANGE-TRADED FD3,323113,194+109,8712424,0650.46%+3,823
ISHARES TR41,70149,915+8,2145,6317,2700.83%+1,639
FIRST TR EXCHANGE-TRADED FD
CORE INVESTMENT
3,043,0213,074,804+31,78364,08665,5247.45%+1,438
FIRST TR EXCHANGE TRADED FD
RISNG DIVD ACHIV
52,99670,448+17,4523,3254,7380.54%+1,413
APPLE INC(AAPL)24,49225,018+5265,0256,3700.72%+1,345
DIMENSIONAL ETF TRUST
US EQUI MARK ETF
76,46988,904+12,4355,1256,4400.73%+1,315
STRATEGY SHS
EVEN HIGH DI ETF
117,882157,749+39,8672,9954,2190.48%+1,224
ISHARES TR10,19011,236+1,0466,3277,5200.85%+1,193
ISHARES TR
CORE MSCI PAC
016,119+16,11901,1840.13%+1,184
TIMOTHY PLAN60,70884,275+23,5672,7263,9020.44%+1,176
DIMENSIONAL ETF TRUST
DIMENSIONAL US
68,11481,324+13,2103,6944,7530.54%+1,059
FIRST TR EXCHANGE-TRADED ALP
COM SHS
20,11724,555+4,4383,0373,9450.45%+908
J P MORGAN EXCHANGE TRADED F
ACTIVE BOND ETF
920,066926,477+6,41149,30650,1785.70%+872
DIMENSIONAL ETF TRUST
CORE FIXE IN ETF
106,481124,927+18,4464,5005,3420.61%+842
ISHARES TR332,569336,222+3,65332,99133,7063.83%+715
PERDOCEO ED CORP(PRDO)015,272+15,27205750.07%+575
OMNICOM GROUP INC(OMC)06,614+6,61405390.06%+539
NORTHERN LTS FD TR IV
INSPIRE 100 ETF
151,038150,581-4576,2426,6900.76%+448
INTUIT(INTU)0633+63304320.05%+432
DOVER CORP(DOV)02,511+2,51104190.05%+419
GENERAL DYNAMICS CORP(GD)2,5943,114+5207571,0620.12%+305
FRANKLIN TEMPLETON ETF TR
INCOME FOCUS ETF
82,38591,229+8,8442,2292,5310.29%+302
MARATHON PETE CORP(MPC)4,1345,027+8936879690.11%+282
SOUTHERN CO(SO)19,12221,192+2,0701,7562,0080.23%+252
D-WAVE QUANTUM INC(QBTS)010,203+10,20302520.03%+252
NVIDIA CORPORATION(NVDA)7,7187,824+1061,2191,4600.17%+240
ELI LILLY & CO(LLY)1,0971,433+3368551,0930.12%+238
JPMORGAN CHASE & CO.(JPM)7,9278,021+942,2982,5300.29%+232
ISHARES TR14,63714,087-5501,8692,1000.24%+232
APPFOLIO INC(APPF)2,4422,871+4295627910.09%+229
VERIZON COMMUNICATIONS INC(VZ)17,92322,748+4,8257761,0000.11%+224
FIRST TR EXCHNG TRADED FD VI
FT VEST US EQT
10,08315,356+5,2733735930.07%+220
MICROSOFT CORP(MSFT)4,5934,834+2412,2852,5040.28%+219
VANGUARD WORLD FD
CONSUM DIS ETF
0538+53802130.02%+213
WINTRUST FINL CORP(WTFC)01,565+1,56502070.02%+207
CITIGROUP INC(C)10,47810,798+3208921,0960.12%+204
FIRST TR EXCHNG TRADED FD VI
FT VEST U.S EQT
05,300+5,30002020.02%+202
DUOLINGO INC(DUOL)1,0551,966+9114336330.07%+200
PHOTRONICS INC(PLAB)26,39630,000+3,6044976890.08%+191
TAIWAN SEMICONDUCTOR MFG LTD(TSM)2,4272,635+2085507360.08%+186
JACKSON FINANCIAL INC(JXN)4,7195,957+1,2384196030.07%+184
HCA HEALTHCARE INC(HCA)1,2361,537+3014746550.07%+182
UNITED RENTALS INC(URI)482564+823635390.06%+176
PARSONS CORP DEL(PSN)5,0526,329+1,2773635250.06%+162
ALPHABET INC(GOOG)2,3452,352+74135720.07%+159
FIRST TR EXCHNG TRADED FD VI
FT LADD BUFF ETF
24,26527,323+3,0587729130.10%+142
ISHARES INC
CORE MSCI EMKT
30,28129,462-8191,8181,9420.22%+124
DICKS SPORTING GOODS INC(DKS)1,9692,300+3313895110.06%+122
PAYMENTUS HOLDINGS INC(PAY)7,14911,521+4,3722343530.04%+118
ARISTA NETWORKS INC(ANET)8,2266,582-1,6448429590.11%+117
SELECT SECTOR SPDR TR
ST STR SVC ETF
10,50010,581+811,1401,2520.14%+113
ENSIGN GROUP INC(ENSG)2,8903,216+3264465560.06%+110
SHARKNINJA INC(SN)5,5626,366+8045516570.07%+106
GENTEX CORP(GNTX)22,17020,845-1,3254885900.07%+102
NORTHERN LTS FD TR IV
INSPIRE CORP BD
179,970183,101+3,1314,3214,4220.50%+101
ALPHABET INC(GOOG)1,4381,43802553500.04%+95
TESLA INC(TSLA)72772702313230.04%+92
FIDELITY COVINGTON TRUST28,31127,544-7671,8081,8970.22%+89
COSTCO WHSL CORP NEW(COST)1,0381,206+1681,0281,1160.13%+88
FIDELITY COVINGTON TRUST25,94725,307-6401,8071,8910.21%+84
PHILLIPS 66(PSX)5,6435,563-806737570.09%+83
PROGRESSIVE CORP(PGR)1,9532,441+4885216030.07%+82
APPLIED MATLS INC3,7313,73106837640.09%+81
WALMART INC(WMT)9,4209,703+2839211,0000.11%+79
ISHARES SILVER TR(SLV)8,1218,12102663440.04%+78
THE TRADE DESK INC(TTD)7,27812,265+4,9875246010.07%+77
ISHARES TR6,2095,893-3161,8901,9610.22%+72
COLUMBIA SELIGM PREM TECH GR(STK)13,89013,89004224910.06%+68
FIRST TR EXCHANGE TRADED FD
BUYWRIT INCM ETF
61,94062,324+3841,4151,4780.17%+62
AMAZON COM INC(AMZN)12,80713,068+2612,8102,8690.33%+60
CONOCOPHILLIPS(COP)12,18612,188+21,0941,1530.13%+59
CISCO SYS INC(CSCO)9,31510,284+9696467040.08%+57
FREEPORT-MCMORAN INC(FCX)8,37410,699+2,3253634200.05%+57
BLACKSTONE MORTGAGE TRUST IN(BXMT)0000490.01%+49
ISHARES TR
MSCI USA MIN ETF
2,4942,948+4542342800.03%+46
JOHNSON & JOHNSON(JNJ)1,3231,330+72022470.03%+45
SPDR S&P 500 ETF TR(SPY)1,2251,197-287577970.09%+41
WEC ENERGY GROUP INC(WEC)3,8483,84804014410.05%+40
VANGUARD INDEX FDS382419+372172570.03%+40
NORFOLK SOUTHN CORP(NSC)81881802092460.03%+36
INVESCO EXCHANGE TRADED FD T
AEROSPACE DEFN
2,6402,64003744100.05%+36
EATON CORP PLC(ETN)1,5571,581+245565920.07%+36
FIRST TR EXCHNG TRADED FD VI
FT VEST US EQT
12,88112,88106757100.08%+35
FIRST TR EXCH TRADED FD III
MANAGD MUN ETF
19,38519,687+3029669980.11%+32
BLACKSTONE INC(BX)1,5001,50002242560.03%+32
FIRST TR EXCHNG TRADED FD VI
FT VEST US EQT
14,66814,66806556870.08%+31
FIFTH THIRD BANCORP(FITB)7,4217,501+803053340.04%+29
PARKER-HANNIFIN CORP(PH)46746703263540.04%+28
GAMCO GLOBAL GOLD NAT RES &(GGN)36,19136,19101591870.02%+28
ISHARES TR3,0523,049-33874140.05%+27
GOLDMAN SACHS ETF TR2,7312,73103313560.04%+24
HOME DEPOT INC(HD)1,0941,048-464014250.05%+24
VISA INC(V)3,9314,154+2231,3961,4180.16%+22
FIRST TR EXCHNG TRADED FD VI
FT VEST US EQUIT
28,91428,91409099300.11%+22
INVESCO QQQ TR972927-455365570.06%+20
FIRST TR EXCHNG TRADED FD VI
FT VEST US EQT
8,6388,63803844030.05%+20
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LVZ, Inc. — 13F Holdings — Q3 2025 | TickerTrail