StockDriftsStockDriftsTop 50 Lws Wealth Advisors, Inc. Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| IVV | ISHARES TR | 9.28% | 51.8K | $24.7M | +9.77%(+4.61K) | — | 2023-12-31 | |
| IEFA | ISHARES TR | 8.11% | 306.9K | $21.6M | +7.08%(+20.30K) | — | 2023-12-31 | |
| VIG | VANGUARD SPECIALIZED FUNDS | 7.43% | 116.2K | $19.8M | +6.21%(+6.80K) | — | 2023-12-31 | |
| STIP | ISHARES TR | 6.99% | 189.0K | $18.6M | +6.99%(+12.35K) | — | 2023-12-31 | |
| IVE | ISHARES TR | 5.55% | 85.0K | $14.8M | +5.35%(+4.32K) | — | 2023-12-31 | |
| IEMG | ISHARES INC | 5.3% | 279.1K | $14.1M | +12.04%(+30.00K) | — | 2023-12-31 | |
| MBB | ISHARES TR | 5.05% | 143.0K | $13.5M | +1.08%(+1.52K) | — | 2023-12-31 | |
| PSCI | INVESCO EXCH TRADED FD TR II | 4.09% | 93.9K | $10.9M | +4.82%(+4.32K) | — | 2023-12-31 | |
| VLU | SPDR SER TR | 3.81% | 63.3K | $10.1M | +6.52%(+3.88K) | — | 2023-12-31 | |
| IJH | ISHARES TR | 3.52% | 33.9K | $9.4M | +18.52%(+5.29K) | — | 2023-12-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | — | — | — | — |
| Top 20 Holdings Unweighted | — | — | — | — |
Lws Wealth Advisors, Inc. reports $266.34M in US-listed equity holdings across 65 positions in its most recent 13F filing. Its largest disclosed positions are IVV (9.3%), IEFA (8.1%) and VIG (7.4%). Figures reflect the Q4 2023 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 Lws Wealth Advisors, Inc.’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1801634). View Lws Wealth Advisors, Inc.’s 13F filings on SEC