Lwm Advisors Inc Portfolio Holdings by Sector
Lwm Advisors Inc
- $114 Billion
- Q4 2025
| Industry | Value | Buys | Sells | New Positions | Closed Positions | Options |
|---|---|---|---|---|---|---|
|
ETFs | ETFs
IWD IWF EFA SHY IWO IWN IWS IWP 26 stocks |
$107 Million
93.69% of portfolio
|
13
|
2
|
1
|
- |
0
Calls
0
Puts
|
|
Closed-End Fund - Foreign | ETFs
EEM 1 stocks |
$5.82 Million
5.12% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Consumer Electronics | Technology
AAPL 1 stocks |
$1.07 Million
0.94% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Semiconductors | Technology
NVDA 1 stocks |
$286,845
0.25% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|