$266 Million is the total value of LWS Wealth Advisors, Inc.'s 65 reported holdings in Q4 2023. The portfolio turnover from Q3 2023 to Q4 2023 was 100.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| BLK | Exit | BLACKROCK INC | $0 | – | -6,179 | -100.0% | -1.75% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2024-02-09
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| ISHARES TR | 17 | Q4 2023 | 9.6% |
| VANGUARD SPECIALIZED FUNDS | 17 | Q4 2023 | 7.8% |
| ISHARES TR | 17 | Q4 2023 | 8.5% |
| ISHARES TR | 17 | Q4 2023 | 8.1% |
| ISHARES TR | 17 | Q4 2023 | 11.2% |
| ISHARES INC | 17 | Q4 2023 | 5.3% |
| ISHARES TR | 17 | Q4 2023 | 5.6% |
| ISHARES TR | 17 | Q4 2023 | 5.0% |
| ISHARES TR | 17 | Q4 2023 | 5.6% |
| ISHARES TR | 17 | Q4 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.