Lwm Advisors Inc Portfolio Holdings by Sector
Lwm Advisors Inc
- $104 Billion
- Q2 2025
| Industry | Value | Buys | Sells | New Positions | Closed Positions | Options |
|---|---|---|---|---|---|---|
|
ETFs | ETFs
IWD IWF EFA SHY IWO IWN IWP IWS 26 stocks |
$97.4 Million
93.72% of portfolio
|
6
|
6
|
- | - |
0
Calls
0
Puts
|
|
Closed-End Fund - Foreign | ETFs
EEM 1 stocks |
$5.22 Million
5.02% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Consumer Electronics | Technology
AAPL 1 stocks |
$1.07 Million
1.03% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Semiconductors | Technology
NVDA 1 stocks |
$243,782
0.23% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|