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LWS Wealth Advisors

Latest statistics and disclosures from LWS Wealth Advisors's latest quarterly 13F-HR filing:

Top 5 stock holdings are IVV, IEFA, VIG, STIP, IVE, and represent 37.37% of LWS Wealth Advisors's stock portfolio.
Added to shares of these 10 stocks: IVV, IEMG, SHM, IJH, IEFA, MUB, STIP, VIG, IJR, UNP.
Started 10 new stock positions in WEC, EWJ, UNP, VMBS, MCHP, DEO, FTSL, AWK, SUSA, SHYD.
Reduced shares in these 10 stocks: , FSMB, IVW, IWB, AAPL, VV, VO, VWO, STPZ, OEF.
Sold out of its position in BLK.
LWS Wealth Advisors was a net buyer of stock by $18M.
LWS Wealth Advisors has $266M in assets under management (AUM), dropping by 16.54%.
Central Index Key (CIK): 0001801634

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Positions held by LWS Wealth Advisors consolidated in one spreadsheet with up to 7 years of data

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Portfolio Holdings for LWS Wealth Advisors

LWS Wealth Advisors holds 65 positions in its portfolio as reported in the December 2023 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Ishares Tr Core S&p500 Etf (IVV)	9.3	$25M	+9%	52k	477.63	View chart
Ishares Tr Core Msci Eafe (IEFA)	8.1	$22M	+7%	307k	70.35	View chart
Vanguard Specialized Funds Div App Etf (VIG)	7.4	$20M	+6%	116k	170.40	View chart
Ishares Tr 0-5 Yr Tips Etf (STIP)	7.0	$19M	+6%	189k	98.59	View chart
Ishares Tr S&p 500 Val Etf (IVE)	5.6	$15M	+5%	85k	173.89	View chart
Ishares Core Msci Emkt (IEMG)	5.3	$14M	+12%	279k	50.58	View chart
Ishares Tr Mbs Etf (MBB)	5.1	$14M		143k	94.08	View chart
Invesco Exch Traded Fd Tr Ii S&p Smlcp Indl (PSCI)	4.1	$11M	+4%	94k	115.95	View chart
Spdr Ser Tr SPDR S&P1500VL (VLU)	3.8	$10M	+6%	63k	160.28	View chart
Ishares Tr Core S&p Mcp Etf (IJH)	3.5	$9.4M	+18%	34k	277.16	View chart
Ishares Tr Core S&p Scp Etf (IJR)	3.4	$9.1M	+13%	85k	108.25	View chart
Invesco Exch Traded Fd Tr Ii Var Rate Pfd (VRP)	3.0	$7.9M	+7%	344k	23.08	View chart
Ishares Tr Core 1 5 Yr Usd (ISTB)	2.9	$7.6M	+6%	161k	47.56	View chart
Ishares Tr 0-5yr Hi Yl Cp (SHYG)	2.8	$7.6M	+6%	179k	42.22	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)	2.8	$7.3M		153k	47.90	View chart
Vanguard Intl Equity Index F Ftse Smcap Etf (VSS)	2.5	$6.7M	+8%	59k	115.02	View chart
Ishares Tr S&p 500 Grwt Etf (IVW)	2.4	$6.5M		86k	75.09	View chart
Vanguard Index Fds Mid Cap Etf (VO)	1.6	$4.4M		19k	232.65	View chart
Vanguard Index Fds Small Cp Etf (VB)	1.5	$4.0M		19k	213.31	View chart
Ishares Tr Core Div Grwth (DGRO)	1.4	$3.7M	+2%	69k	53.83	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)	1.4	$3.6M		88k	41.10	View chart
Ishares Tr National Mun Etf (MUB)	1.2	$3.3M	+60%	31k	108.41	View chart
Vanguard Index Fds Large Cap Etf (VV)	1.2	$3.2M		15k	218.14	View chart
Spdr Ser Tr Nuveen Blmbrg Sh (SHM)	1.1	$3.0M	+96%	63k	47.80	View chart
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)	1.0	$2.8M		18k	157.83	View chart
Ishares Tr Msci Eafe Etf (EFA)	1.0	$2.5M	+29%	34k	75.36	View chart
Spdr S&p 500 Etf Tr Tr Unit (SPY)	0.9	$2.4M		5.0k	475.24	View chart
Ishares Tr Rus 1000 Etf (IWB)	0.9	$2.4M	-3%	9.1k	262.25	View chart
Ishares Tr Hdg Msci Eafe (HEFA)	0.5	$1.4M		46k	31.51	View chart
First Tr Exch Traded Fd Iii Shrt Dur Mng Mun (FSMB)	0.5	$1.3M	-8%	63k	19.96	View chart
Litman Gregory Fds Tr Imgp Dbi Managed (DBMF)	0.4	$1.1M	+7%	42k	25.75	View chart
Accenture Plc Ireland Shs Class A (ACN)	0.4	$1.0M		2.9k	351.05	View chart
Apple (AAPL)	0.4	$1.0M	-5%	5.3k	192.46	View chart
Union Pacific Corporation (UNP)	0.3	$917k	NEW	3.7k	245.71	View chart
Vanguard World Mega Cap Val Etf (MGV)	0.3	$849k		7.8k	109.38	View chart
Ishares Tr S&p Mc 400vl Etf (IJJ)	0.3	$819k		7.2k	114.04	View chart
Ishares Tr S&p 100 Etf (OEF)	0.3	$813k		3.6k	223.35	View chart
Vanguard Scottsdale Fds Mtg-bkd Secs Etf (VMBS)	0.3	$717k	NEW	16k	46.37	View chart
Microchip Technology (MCHP)	0.3	$710k	NEW	7.9k	90.16	View chart
Ishares Tr S&p Mc 400gr Etf (IJK)	0.3	$704k		8.9k	79.27	View chart
Ishares Tr Msci Emg Mkt Etf (EEM)	0.2	$660k		16k	40.23	View chart
Ishares Tr Rus 1000 Val Etf (IWD)	0.2	$646k		3.9k	165.18	View chart
Diageo Spon Adr New (DEO)	0.2	$597k	NEW	4.1k	145.72	View chart
Ishares Tr Core Msci Intl (IDEV)	0.2	$558k		8.8k	63.61	View chart
Vanguard Index Fds Value Etf (VTV)	0.2	$543k		3.6k	149.63	View chart
Vaneck Etf Trust Shrt Hgh Yld Mun (SHYD)	0.2	$500k	NEW	23k	22.15	View chart
American Water Works (AWK)	0.2	$484k	NEW	3.7k	132.02	View chart
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)	0.2	$464k	+42%	9.1k	51.05	View chart
Vanguard World Mega Grwth Ind (MGK)	0.2	$448k		1.7k	259.56	View chart
Ishares Tr Sp Smcp600vl Etf (IJS)	0.1	$389k		3.8k	103.13	View chart
Ishares Tr Russell 2000 Etf (IWM)	0.1	$369k		1.8k	200.87	View chart
Ishares Tr S&P SML 600 GWT (IJT)	0.1	$365k		2.9k	125.30	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	0.1	$306k		1.3k	237.03	View chart
Ishares Tr Rus Mid Cap Etf (IWR)	0.1	$298k	-2%	3.8k	77.71	View chart
Spdr Ser Tr Bloomberg Sht Te (SJNK)	0.1	$287k	+2%	11k	25.16	View chart
Spdr Ser Tr S&p Divid Etf (SDY)	0.1	$272k		2.2k	125.11	View chart
Ishares Tr Esg Aw Msci Eafe (ESGD)	0.1	$255k		3.4k	75.58	View chart
Ishares Tr Rus 2000 Grw Etf (IWO)	0.1	$242k		960.00	252.08	View chart
Pimco Etf Tr 1-5 Us Tip Idx (STPZ)	0.1	$237k	-7%	4.6k	51.15	View chart
Ishares Tr Rus 2000 Val Etf (IWN)	0.1	$234k		1.5k	155.07	View chart
Vanguard Index Fds Mcap Gr Idxvip (VOT)	0.1	$229k		1.0k	219.56	View chart
Wec Energy Group (WEC)	0.1	$219k	NEW	2.6k	84.23	View chart
Ishares Tr Msci Usa Esg Slc (SUSA)	0.1	$219k	NEW	2.2k	100.41	View chart
Ishares Msci Jpn Etf New (EWJ)	0.1	$212k	NEW	3.3k	64.05	View chart
First Tr Exchange-traded Senior Ln Fd (FTSL)	0.1	$212k	NEW	4.6k	46.08	View chart

Past Filings by LWS Wealth Advisors

SEC 13F filings are viewable for LWS Wealth Advisors going back to 2019

LWS Wealth Advisors 2023 Q4 filed Feb. 9, 2024
LWS Wealth Advisors 2023 Q3 filed Nov. 13, 2023
LWS Wealth Advisors 2023 Q2 filed July 28, 2023
LWS Wealth Advisors 2023 Q1 filed April 28, 2023
LWS Wealth Advisors 2022 Q4 filed Feb. 14, 2023
LWS Wealth Advisors 2022 Q3 filed Nov. 14, 2022
LWS Wealth Advisors 2022 Q2 filed Aug. 5, 2022
LWS Wealth Advisors 2022 Q1 filed May 10, 2022
LWS Wealth Advisors 2021 Q4 filed Feb. 2, 2022
LWS Wealth Advisors 2021 Q3 filed Nov. 9, 2021
LWS Wealth Advisors 2021 Q2 filed July 23, 2021
LWS Wealth Advisors 2021 Q1 filed April 29, 2021
LWS Wealth Advisors 2020 Q4 filed Jan. 20, 2021
LWS Wealth Advisors 2020 Q3 filed Nov. 10, 2020
LWS Wealth Advisors 2020 Q2 filed Aug. 5, 2020
LWS Wealth Advisors 2020 Q1 filed May 4, 2020

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