Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
LWS Wealth Advisors, Inc. (CIK 1801634) reported $266.3M across 65 reported positions in its SEC 13F filing for 2023-12-31. Largest positions: IVV ($24.7M, 9.28%), IEFA ($21.6M, 8.11%), VIG ($19.8M, 7.43%), STIP ($18.6M, 6.99%), IVE ($14.8M, 5.55%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | IVV | ISHARES TR | $24.7M | 9.28% | 51,768 | Added |
| 2 | IEFA | ISHARES TR | $21.6M | 8.11% | 306,878 | Added |
| 3 | VIG | VANGUARD SPECIALIZED FUNDS | $19.8M | 7.43% | 116,204 | Added |
| 4 | STIP | ISHARES TR | $18.6M | 6.99% | 188,959 | Added |
| 5 | IVE | ISHARES TR | $14.8M | 5.55% | 85,027 | Added |
| 6 | IEMG | ISHARES INC | $14.1M | 5.30% | 279,117 | Added |
| 7 | MBB | ISHARES TR | $13.5M | 5.05% | 143,001 | Added |
| 8 | PSCI | INVESCO EXCH TRADED FD TR II | $10.9M | 4.09% | 93,933 | Added |
| 9 | VLU | SPDR SER TR | $10.1M | 3.81% | 63,297 | Added |
| 10 | IJH | ISHARES TR | $9.4M | 3.52% | 33,865 | Added |
| 11 | IJR | ISHARES TR | $9.1M | 3.43% | 84,461 | Added |
| 12 | VRP | INVESCO EXCH TRADED FD TR II | $7.9M | 2.98% | 343,633 | Added |
| 13 | ISTB | ISHARES TR | $7.6M | 2.87% | 160,748 | Added |
| 14 | SHYG | ISHARES TR | $7.6M | 2.84% | 179,428 | Added |
| 15 | VEA | VANGUARD TAX-MANAGED FDS | $7.3M | 2.76% | 153,267 | Added |
| 16 | VSS | VANGUARD INTL EQUITY INDEX F | $6.7M | 2.53% | 58,545 | Added |
| 17 | IVW | ISHARES TR | $6.5M | 2.43% | 86,278 | Trimmed |
| 18 | VO | VANGUARD INDEX FDS | $4.4M | 1.64% | 18,831 | Trimmed |
| 19 | VB | VANGUARD INDEX FDS | $4.0M | 1.51% | 18,916 | Added |
| 20 | DGRO | ISHARES TR | $3.7M | 1.39% | 68,741 | Added |
| 21 | VWO | VANGUARD INTL EQUITY INDEX F | $3.6M | 1.35% | 87,614 | Trimmed |
| 22 | MUB | ISHARES TR | $3.3M | 1.24% | 30,515 | Added |
| 23 | VV | VANGUARD INDEX FDS | $3.2M | 1.21% | 14,816 | Trimmed |
| 24 | SHM | SPDR SER TR | $3.0M | 1.14% | 63,395 | Added |
| 25 | RSP | INVESCO EXCHANGE TRADED FD T | $2.8M | 1.05% | 17,684 | Trimmed |
Source: SEC Form 13F filings · as of 2023-12-31