$261 Million is the total value of LWS Wealth Advisors, Inc.'s 58 reported holdings in Q3 2022. The portfolio turnover from Q2 2022 to Q3 2022 was - .
Value | Shares | ↓ Weighting | ||||||
---|---|---|---|---|---|---|---|---|
FSMB | New | FIRST TR EXCH TRADED FD IIIshrt dur mng mun | $29,726,000 | – | 1,524,778 | +100.0% | 11.38% | – |
VTEB | New | VANGUARD MUN BD FDStax exempt bd | $22,919,000 | – | 476,081 | +100.0% | 8.78% | – |
SHYD | New | VANECK ETF TRUSTshrt hgh yld mun | $8,743,000 | – | 401,610 | +100.0% | 3.35% | – |
PBTP | New | INVESCO EXCH TRADED FD TR IIpurbta 0 5 yr | $290,000 | – | 11,896 | +100.0% | 0.11% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2022-11-14
Top long-term holdings
Name | Quarters owned | Latest quarter owned | Max weighting |
---|---|---|---|
ISHARES TR | 16 | Q3 2023 | 9.6% |
VANGUARD SPECIALIZED FUNDS | 16 | Q3 2023 | 7.8% |
ISHARES TR | 16 | Q3 2023 | 8.5% |
ISHARES TR | 16 | Q3 2023 | 8.1% |
ISHARES TR | 16 | Q3 2023 | 11.2% |
ISHARES INC | 16 | Q3 2023 | 5.2% |
ISHARES TR | 16 | Q3 2023 | 5.4% |
ISHARES TR | 16 | Q3 2023 | 5.0% |
ISHARES TR | 16 | Q3 2023 | 5.6% |
ISHARES TR | 16 | Q3 2023 | 5.2% |
View LWS Wealth Advisors, Inc.'s complete holdings history.
Latest filings
Type | Filed |
---|---|
13F-HR | 2024-02-09 |
13F-HR | 2023-11-13 |
13F-HR | 2023-07-28 |
13F-HR | 2023-04-28 |
13F-HR | 2023-02-14 |
13F-HR | 2022-11-14 |
13F-HR | 2022-08-05 |
13F-HR | 2022-05-10 |
13F-HR | 2022-02-02 |
13F-HR | 2021-11-09 |
View LWS Wealth Advisors, Inc.'s complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.