Lwmg, LLC Portfolio Holdings

Lwmg, LLC

  • $523 Million
  • Q3 2024

Lwmg, LLC has filed its 13F form on October 04, 2024 for Q3 2024 where it was disclosed a total value porftolio of $523 Million distributed in 114 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Ishares Core Dividend Growth E with a value of $70.1M, Vanguard Ftse Developed Market with a value of $66M, Ishares Russell 1000 Gr ETF with a value of $54.7M, Ishares Core S&P 500 ETF with a value of $40.8M, and Invesco Qqq Trust, Series 1 with a value of $37.6M.

Examining the 13F form we can see an increase of $51.8M in the current position value, from $472M to 523M.

Lwmg, LLC is based out at Lake Elmo, MN

Below you can find more details about Lwmg, LLC portfolio as well as his latest detailed transactions.

Portfolio value $523 Million
ETFs: $468 Million
Technology: $24.4 Million
Industrials: $10.6 Million
Healthcare: $5.33 Million
Consumer Cyclical: $3.8 Million
Communication Services: $3.77 Million
Financial Services: $3.22 Million
Energy: $2.03 Million
Other: $2.46 Million

Stock Holdings Table Market Cap. of Under $50 Millions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 114
  • Current Value $523 Million
  • Prior Value $472 Million
  • Filing
  • Period Q3 2024
  • Filing Date October 04, 2024
  • Form Type 13F-HR
  • Activity in Q3 2024
  • New Purchases 5 stocks
  • Additional Purchases 57 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 20 stocks
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