- New Purchases: FTSL, FEM, GD, PBCT, BJ, COG, CSCO, C, XOM, HWC, FAB, HAS, WU, DOC,
- Added Positions: IVE, AGG, FIXD, IVW, FBND, FLOT, STIP, SLQD, IEFA, IGE, FM, AMAT, SO, PCEF, GOVT, FTA, FPE, AMZN, FMB, HD, CRM, V, SYK, FDT, NYMT, ICLR, SPLK, MPC, IVZ, AMGN, SYX, AMT,
- Reduced Positions: FHLC, IJR, GSLC, IJH, HYG, ITOT, IWC, HYLS, FXH, FYX, FNX, FCX, SQ, FTC, FEX, IVV, EMQQ, NEAR, SPY, CSB, ETSY, BABA, AAPL, CVI, PFE, IWR,
- Sold Out: IEMG, LEMB, LMBS, ARKK, FAD, FDIS, IJS, MGK,
For the details of LVZ Advisors, Inc.'s stock buys and sells, go to https://www.gurufocus.com/guru/lvz+advisors%2C+inc./current-portfolio/portfolio
These are the top 5 holdings of LVZ Advisors, Inc.- iShares Core S&P Mid-Cap ETF (IJH) - 490,712 shares, 21.58% of the total portfolio. Shares reduced by 4.28%
- iShares Core S&P Small-Cap ETF (IJR) - 639,231 shares, 11.72% of the total portfolio. Shares reduced by 12.16%
- iShares S&P 500 Value ETF (IVE) - 448,949 shares, 10.71% of the total portfolio. Shares added by 20.38%
- iShares S&P 500 Growth ETF (IVW) - 910,313 shares, 10.02% of the total portfolio. Shares added by 4.91%
- iShares Core U.S. Aggregate Bond ETF (AGG) - 477,331 shares, 9.18% of the total portfolio. Shares added by 11.58%
LVZ Advisors, Inc. initiated holding in FIRST TR EXCHANGE. The purchase prices were between $47.18 and $48.02, with an estimated average price of $47.8. The stock is now traded at around $48.095000. The impact to a portfolio due to this purchase was 0.09%. The holding were 11,042 shares as of 2021-03-31.
New Purchase: FIRST TR EXCH ALPH (FEM)LVZ Advisors, Inc. initiated holding in FIRST TR EXCH ALPH. The purchase prices were between $25.08 and $27.88, with an estimated average price of $26.49. The stock is now traded at around $27.350000. The impact to a portfolio due to this purchase was 0.07%. The holding were 16,053 shares as of 2021-03-31.
New Purchase: General Dynamics Corp (GD)LVZ Advisors, Inc. initiated holding in General Dynamics Corp. The purchase prices were between $145.94 and $183.3, with an estimated average price of $163.4. The stock is now traded at around $183.810000. The impact to a portfolio due to this purchase was 0.05%. The holding were 1,581 shares as of 2021-03-31.
New Purchase: People's United Financial Inc (PBCT)LVZ Advisors, Inc. initiated holding in People's United Financial Inc. The purchase prices were between $12.87 and $19.14, with an estimated average price of $16.08. The stock is now traded at around $17.875000. The impact to a portfolio due to this purchase was 0.05%. The holding were 16,628 shares as of 2021-03-31.
New Purchase: BJ's Wholesale Club Holdings Inc (BJ)LVZ Advisors, Inc. initiated holding in BJ's Wholesale Club Holdings Inc. The purchase prices were between $37.24 and $48.81, with an estimated average price of $41.96. The stock is now traded at around $45.120000. The impact to a portfolio due to this purchase was 0.05%. The holding were 6,038 shares as of 2021-03-31.
New Purchase: FIRST TRUST PORTFO (FAB)LVZ Advisors, Inc. initiated holding in FIRST TRUST PORTFO. The purchase prices were between $57.2 and $70.41, with an estimated average price of $64.46. The stock is now traded at around $69.540000. The impact to a portfolio due to this purchase was 0.04%. The holding were 3,620 shares as of 2021-03-31.
Added: iShares S&P 500 Value ETF (IVE)LVZ Advisors, Inc. added to a holding in iShares S&P 500 Value ETF by 20.38%. The purchase prices were between $125.36 and $142.23, with an estimated average price of $134.03. The stock is now traded at around $142.940000. The impact to a portfolio due to this purchase was 1.81%. The holding were 448,949 shares as of 2021-03-31.
Added: BTC iShares Floating Rate Bond ETF (FLOT)LVZ Advisors, Inc. added to a holding in BTC iShares Floating Rate Bond ETF by 51.07%. The purchase prices were between $50.65 and $50.8, with an estimated average price of $50.75. The stock is now traded at around $50.755000. The impact to a portfolio due to this purchase was 0.28%. The holding were 95,578 shares as of 2021-03-31.
Added: iShares 0-5 Year TIPS Bond ETF (STIP)LVZ Advisors, Inc. added to a holding in iShares 0-5 Year TIPS Bond ETF by 48.21%. The purchase prices were between $104.28 and $105.67, with an estimated average price of $104.94. The stock is now traded at around $105.689900. The impact to a portfolio due to this purchase was 0.27%. The holding were 46,750 shares as of 2021-03-31.
Added: iShares 0-5 Year Investment Grade Corporate Bond E (SLQD)LVZ Advisors, Inc. added to a holding in iShares 0-5 Year Investment Grade Corporate Bond E by 40.55%. The purchase prices were between $51.54 and $51.98, with an estimated average price of $51.83. The stock is now traded at around $51.799000. The impact to a portfolio due to this purchase was 0.27%. The holding were 106,151 shares as of 2021-03-31.
Added: BTC iShares North American Natural Resources ETF (IGE)LVZ Advisors, Inc. added to a holding in BTC iShares North American Natural Resources ETF by 58.11%. The purchase prices were between $23.33 and $29.19, with an estimated average price of $26.26. The stock is now traded at around $27.729900. The impact to a portfolio due to this purchase was 0.07%. The holding were 43,283 shares as of 2021-03-31.
Added: Applied Materials Inc (AMAT)LVZ Advisors, Inc. added to a holding in Applied Materials Inc by 39.34%. The purchase prices were between $86.87 and $133.6, with an estimated average price of $110.39. The stock is now traded at around $139.300000. The impact to a portfolio due to this purchase was 0.05%. The holding were 6,928 shares as of 2021-03-31.
Sold Out: iShares Core MSCI Emerging Markets ETF (IEMG)LVZ Advisors, Inc. sold out a holding in iShares Core MSCI Emerging Markets ETF. The sale prices were between $62.41 and $69.46, with an estimated average price of $65.79.
Sold Out: iShares J.P. Morgan EM Local Currency Bond ETF (LEMB)LVZ Advisors, Inc. sold out a holding in iShares J.P. Morgan EM Local Currency Bond ETF. The sale prices were between $42.26 and $45.44, with an estimated average price of $44.22.
Sold Out: First Trust Low Duration Mortgage Opportunities ET (LMBS)LVZ Advisors, Inc. sold out a holding in First Trust Low Duration Mortgage Opportunities ET. The sale prices were between $50.98 and $51.39, with an estimated average price of $51.22.
Sold Out: Vanguard Mega Cap Growth ETF (MGK)LVZ Advisors, Inc. sold out a holding in Vanguard Mega Cap Growth ETF. The sale prices were between $194.82 and $214.9, with an estimated average price of $205.77.
Sold Out: Fidelity MSCI Consumer Discretionary Index ETF (FDIS)LVZ Advisors, Inc. sold out a holding in Fidelity MSCI Consumer Discretionary Index ETF. The sale prices were between $70.56 and $77.75, with an estimated average price of $75.06.
Sold Out: iShares S&P Small-Cap 600 Value ETF (IJS)LVZ Advisors, Inc. sold out a holding in iShares S&P Small-Cap 600 Value ETF. The sale prices were between $80.09 and $107.56, with an estimated average price of $94.36.
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