Lwmg, LLC Incresed Positions in Q3 2024

Lwmg, LLC

  • $523 Million
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
AGG
Ishares Core U.S. Aggregate Bo

ETFs
130K
+ 129.41%
$96.25 - $101.98 $12.5M - $13.2M
230K $23.3M
DGRO
Ishares Core Dividend Growth E

ETFs
24.6K
+ 2.25%
$57.47 - $62.76 $1.41M - $1.54M
1.12M $70.1M
VEA
Vanguard Ftse Developed Market

ETFs
52.9K
+ 4.42%
$47.6 - $53.31 $2.52M - $2.82M
1.25M $66M
IWD
Ishares Russell 1000 Val ETF

ETFs
12.9K
+ 7.72%
$173.36 - $189.8 $2.24M - $2.45M
180K $34.2M
VO
Vanguard Mid Cap ETF

ETFs
6.65K
+ 6.0%
$237.84 - $263.83 $1.58M - $1.76M
118K $31M
IVV
Ishares Core S&P 500 ETF

ETFs
2.89K
+ 4.25%
$520.18 - $576.82 $1.5M - $1.67M
70.8K $40.8M
IWF
Ishares Russell 1000 Gr ETF

ETFs
4.77K
+ 3.38%
$332.02 - $382.76 $1.58M - $1.83M
146K $54.7M
SPAB
Spdr Portfolio Aggregate Bond

ETFs
82.8K
+ 23.02%
$24.86 - $26.33 $2.06M - $2.18M
443K $11.6M
BNDX
Vanguard Total International B

ETFs
26.7K
+ 5.23%
$48.42 - $50.35 $1.29M - $1.34M
537K $27M
MMM
3 M CO

Industrials
2.3K
+ 4.56%
$99.69 - $139.42 $229K - $321K
52.8K $7.22M
QQQ
Invesco Qqq Trust, Series 1

ETFs
1.46K
+ 1.93%
$434.77 - $502.96 $635K - $734K
77.1K $37.6M
TIP
Ishares Tr Tips Bd ETF

ETFs
6.2K
+ 4.36%
$105.92 - $110.83 $657K - $687K
148K $16.4M
BSV
Vanguard Bd Index Fd Inc Short

ETFs
12.5K
+ 11.16%
$76.38 - $78.87 $954K - $985K
124K $9.79M
AAPL
Apple Inc.

Technology
171
+ 0.34%
$207.23 - $234.82 $35.4K - $40.2K
50.6K $11.8M
EFG
Msci Eafe Growth ETF

ETFs
7.8K
+ 13.45%
$96.84 - $108.77 $756K - $849K
65.8K $7.09M
SCZ
Ishares Tr Msci Eafe Small Cap

ETFs
9.53K
+ 12.13%
$60.13 - $68.17 $573K - $650K
88.1K $5.96M
IWN
Ishares Russell2000 Val ETF

ETFs
3.29K
+ 11.21%
$150.05 - $171.34 $494K - $564K
32.7K $5.45M
UNH
Unitedhealth Group Inc

Healthcare
768
+ 50.56%
$488.01 - $604.18 $375K - $464K
2.29K $1.34M
IEMG
Ishares Inc

ETFs
9.41K
+ 8.9%
$53.64 - $53.64 $505K - $505K
115K $6.17M
SPIB
Spdr Portfolio Intermediate Te

ETFs
10.8K
+ 75.37%
$32.36 - $33.78 $351K - $366K
25.2K $850K
EFV
Msci Eafe Value ETF

ETFs
3.92K
+ 37.37%
$51.72 - $57.96 $203K - $227K
14.4K $828K
META
Meta Platforms, Inc.

Communication Services
319
+ 24.69%
$453.41 - $572.44 $145K - $183K
1.61K $922K
IWO
Ishares Russell 2000 Gwt ETF

ETFs
402
+ 7.13%
$256.4 - $289.78 $103K - $116K
6.04K $1.72M
TSLA
Tesla, Inc.

Consumer Cyclical
16
+ 0.73%
$191.76 - $263.26 $3.07K - $4.21K
2.21K $578K
IYH
Ishares Tr

ETFs
1.59K
+ 23.8%
$60.29 - $66.38 $96.1K - $106K
8.29K $538K
WMT
Walmart Inc.

Consumer Defensive
278
+ 3.72%
$66.91 - $81.4 $18.6K - $22.6K
7.75K $626K
GE
General Electric CO

Industrials
4
+ 0.15%
$156.66 - $189.66 $627 - $759
2.66K $501K
VIG
Vanguard Dividend Appreciation

ETFs
403
+ 8.11%
$182.15 - $182.15 $73.4K - $73.4K
5.37K $978K
MDT
Medtronic PLC

Healthcare
35
+ 0.62%
$76.84 - $91.03 $2.69K - $3.19K
5.71K $513K
HYG
Ishares Tr

ETFs
611
+ 13.84%
$76.72 - $80.36 $46.9K - $49.1K
5.03K $403K
USB
Us Bancorp \De\

Financial Services
10
+ 0.12%
$39.04 - $47.23 $390 - $472
8.61K $393K
HD
Home Depot, Inc.

Consumer Cyclical
29
+ 4.71%
$333.64 - $405.2 $9.68K - $11.8K
645 $261K
AEP
American Electric Power CO Inc

Utilities
4
+ 0.13%
$87.11 - $104.95 $348 - $420
3.14K $322K
IYW
Ishares Dj Us Tech ETF

ETFs
161
+ 1.15%
$133.16 - $158.73 $21.4K - $25.6K
14.1K $2.14M
IUSV
Ishares Core S&P U.S. Value Et

ETFs
5
+ 0.1%
$87.56 - $95.49 $438 - $477
5.15K $491K
IHI
Ishares Tr Dow Jones Us Medica

ETFs
10
+ 0.09%
$54.38 - $59.77 $544 - $598
11K $649K
IWB
Ishares Tr Russell 1000 ETF

ETFs
4
+ 0.21%
$283.28 - $314.39 $1.13K - $1.26K
1.87K $587K
ADP
Automatic Data Processing Inc

Industrials
1
+ 0.12%
$233.44 - $279.45 $233 - $279
849 $234K
ECL
Ecolab Inc.

Basic Materials
4
+ 0.23%
$228.86 - $255.76 $915 - $1.02K
1.72K $437K
VBR
Vanguard Small Cap Value ETF

ETFs
10
+ 0.73%
$179.99 - $201.6 $1.8K - $2.02K
1.39K $278K
AMGN
Amgen Inc

Healthcare
12
+ 0.54%
$309.38 - $337.38 $3.71K - $4.05K
2.25K $724K
PEP
Pepsico Inc

Consumer Defensive
4
+ 0.12%
$161.9 - $179.3 $648 - $717
3.42K $582K
ESGD
Ishares Trust Ishares Esg Awar

ETFs
41
+ 1.59%
$75.63 - $84.89 $3.1K - $3.48K
2.62K $220K
MSFT
Microsoft Corp

Technology
380
+ 4.27%
$395.15 - $467.56 $150K - $178K
9.28K $3.99M
BIV
Vanguard Bd Index Fd Inc Inter

ETFs
17
+ 0.48%
$74.26 - $78.84 $1.26K - $1.34K
3.56K $278K
SHV
Ishares Tr

ETFs
49
+ 1.31%
$110.05 - $110.63 $5.39K - $5.42K
3.79K $419K
SGOV
Ishares Trishares 0 3 Mnth Tre

ETFs
55
+ 1.34%
$100.3 - $100.74 $5.52K - $5.54K
4.16K $419K
BILS
Spdr Bloomberg 3 12 Month T Bi

ETFs
54
+ 1.3%
$98.97 - $99.59 $5.34K - $5.38K
4.22K $419K
BIL
Spdr Bloomberg 1 3 Month T Bil

ETFs
65
+ 1.32%
$91.42 - $91.82 $5.94K - $5.97K
4.99K $457K
Activity Summary
Buys All Purchases 62 New Holdings 5 Increased Positions 57 Sells All Sells 20 Reductions 20 Sold out 0 Options Calls 0 Puts 0
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