StockDriftsStockDriftsTop 50 Lwmg, Llc Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| DGRO | ISHARES TR | 13.32% | 1.12M | $70.1M | +2.25%(+24.59K) | — | 2024-09-30 | |
| VEA | VANGUARD TAX-MANAGED FDS | 12.54% | 1.25M | $66.0M | +4.42%(+52.88K) | — | 2024-09-30 | |
| IWF | ISHARES TR | 10.4% | 145.8K | $54.7M | +3.38%(+4.77K) | — | 2024-09-30 | |
| IVV | ISHARES TR | 7.76% | 70.8K | $40.8M | +4.25%(+2.89K) | — | 2024-09-30 | |
| QQQ | INVESCO QQQ TR | 7.15% | 77.1K | $37.6M | +1.93%(+1.46K) | — | 2024-09-30 | |
| IWD | ISHARES TR | 6.5% | 180.1K | $34.2M | +7.72%(+12.91K) | — | 2024-09-30 | |
| VO | VANGUARD INDEX FDS | 5.9% | 117.6K | $31.0M | +6.00%(+6.65K) | — | 2024-09-30 | |
| BNDX | VANGUARD CHARLOTTE FDS | 5.14% | 537.5K | $27.0M | +5.23%(+26.71K) | — | 2024-09-30 | |
| AGG | ISHARES TR | 4.42% | 229.6K | $23.3M | +129.41%(+129.54K) | — | 2024-09-30 | |
| TIP | ISHARES TR | 3.12% | 148.4K | $16.4M | +4.36%(+6.20K) | — | 2024-09-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | — | — | — | — |
| Top 20 Holdings Unweighted | — | — | — | — |
Lwmg, Llc reports $526.13M in US-listed equity holdings across 114 positions in its most recent 13F filing. Its largest disclosed positions are DGRO (13.3%), VEA (12.5%) and IWF (10.4%). Figures reflect the Q3 2024 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Lwmg, Llc’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1964955). View Lwmg, Llc’s 13F filings on SEC