Lws Wealth Advisors, Inc. Portfolio Holdings

Lws Wealth Advisors, Inc.

  • $255 Million
  • Q4 2023

Lws Wealth Advisors, Inc. has filed its 13F form on February 09, 2024 for Q4 2023 where it was disclosed a total value porftolio of $255 Million distributed in 65 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Ishares Core S&P 500 ETF with a value of $24.7M, Ishares Tr with a value of $21.6M, Vanguard Dividend Appreciation with a value of $19.8M, Ishares Barclays 0 5 Year Tips with a value of $18.6M, and Ishares S&P 500 Value ETF with a value of $14.8M.

Examining the 13F form we can see an increase of $35.8M in the current position value, from $220M to 255M.

Below you can find more details about Lws Wealth Advisors, Inc. portfolio as well as his latest detailed transactions.

Portfolio value $255 Million
ETFs: $250 Million
Technology: $2.75 Million
Industrials: $916,000
Utilities: $701,000
Consumer Defensive: $596,000

Stock Holdings Table Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$226B
$1.02 Million 0.4% of portfolio
2,917
Q3 2020 Reduced 7.95%
$3.69T
$1.02 Million 0.4% of portfolio
5,279
Q4 2023 Reduced 5.29%
$149B
$916,000 0.36% of portfolio
3,732
Q4 2023 New
$36.8B
$710,000 0.28% of portfolio
7,875
Q4 2023 New
$68.4B
$596,000 0.23% of portfolio
4,097
Q4 2023 New
$25B
$483,000 0.19% of portfolio
3,666
Q4 2023 New
$31.8B
$218,000 0.09% of portfolio
2,600
Q4 2023 New

Summary

  • Portfolio
  • No. of Stocks 65
  • Current Value $255 Million
  • Prior Value $220 Million
  • Filing
  • Period Q4 2023
  • Filing Date February 09, 2024
  • Form Type 13F-HR
  • Activity in Q4 2023
  • New Purchases 10 stocks
  • Additional Purchases 36 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 18 stocks
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