Investment Fund LVZ, Inc.: A Look at their Q4 2022 vs. Q1 2023 Holdings

Investment funds are an essential part of the financial world, allowing investors to pool their money together for a common investment goal. One such fund is LVZ, Inc., whose Q4 2022 vs. Q1 2023 13F holdings are compared in this article. This data can give insight into the fund's investment strategy and may be useful for those interested in investing in the fund.

Firstly, let’s understand what holding means in the stock market. As an investor, your holdings are the stocks, bonds, or other investments you own in a particular company or fund. Holdings can change over time as investors buy and sell investments, and the value of the investments can rise or fall. The quarterly 13F filings show what holdings the funds have and any changes made in that quarter.

Now, let’s take a closer look at the changes in LVZ, Inc.'s holdings from Q4 2022 to Q1 2023. The data shows that the total value of LVZ, Inc.'s holdings increased slightly from $545,535,000 in Q4 2022 to $548,577,000 in Q1 2023, an increase of 0.6%.

One of the biggest changes in LVZ, Inc.'s holdings is the decrease in holdings of IVE, an iShares TR fund, which decreased by 11.6% from 575,155 shares in Q4 2022 to 486,260 shares in Q1 2023. Similarly, holdings of FTA, the First Trust Lrg Cap Val Alphadex fund, decreased by 10.8% from 45,586 shares to 40,325 shares.

On the other hand, one of the most significant changes in holdings is the increase in shares of DFAI, a Dimensional ETF trust, which increased by a massive 7,805.8% from 25,878 shares to 1,924,706 shares, making it the third-largest holding of LVZ, Inc. DFAI is a value fund that invests in companies with a low price-to-book value ratio, and this increase in holdings suggests that LVZ, Inc. has increased its focus on value investing.

Another notable increase in holdings is that of HYG, the iShares TR High Yield Corp Bond ETF, which increased by 149.8% from 27,125 shares to 66,032 shares. This increase in holdings of HYG suggests that LVZ, Inc. is bullish on high-yield corporate bonds as an investment option.

Moreover, there are other some interesting changes in the holdings, such as the increase in holdings of AAPL, Amazon, and Microsoft. The increase in holdings of these tech giants shows the fund's confidence in the tech sector and its future potential.

Finally, it’s worth noting that there were also some new additions to LVZ, Inc.'s Q1 2023 holdings. FM, which stands for iShares Inc, had no holdings in Q4 2022, but in Q1 2023, it became a part of LVZ, Inc.'s holdings with 96,372 shares worth $2,466,000.

In conclusion, LVZ, Inc.'s Q4 2022 vs. Q1 2023 13F holdings comparison shows some significant changes in their investments. The increase in holdings of value funds, high-yield corporate bonds, and successful tech companies shows the fund's confidence in these areas as potential long-term investments. Investors may find this analysis useful when deciding whether to invest in LVZ, Inc. or similar funds in the future.