Lws Wealth Advisors, Inc. Portfolio Holdings by Sector
Lws Wealth Advisors, Inc.
- $255 Million
- Q4 2023
Industry | Value | Buys | Sells | New Positions | Closed Positions | Options |
---|---|---|---|---|---|---|
ETFs | ETFs
IVV IEFA VIG STIP IVE IEMG MBB VLU 55 stocks |
$249,490
97.68% of portfolio
|
  40  
|
  15  
|
  5  
|
- |
0
Calls
0
Puts
|
Information Technology Services | Technology
ACN 1 stocks |
$1,023
0.4% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
Consumer Electronics | Technology
AAPL 1 stocks |
$1,016
0.4% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
Railroads | Industrials
UNP 1 stocks |
$916
0.36% of portfolio
|
  1  
|
- |
  1  
|
- |
0
Calls
0
Puts
|
Semiconductors | Technology
MCHP 1 stocks |
$710
0.28% of portfolio
|
  1  
|
- |
  1  
|
- |
0
Calls
0
Puts
|
Closed-End Fund - Foreign | ETFs
EEM 1 stocks |
$659
0.26% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
$596
0.23% of portfolio
|
  1  
|
- |
  1  
|
- |
0
Calls
0
Puts
|
|
Utilities—Regulated Water | Utilities
AWK 1 stocks |
$483
0.19% of portfolio
|
  1  
|
- |
  1  
|
- |
0
Calls
0
Puts
|
Closed-End Fund - Equity | ETFs
VTI 1 stocks |
$306
0.12% of portfolio
|
- |
  1  
|
- | - |
0
Calls
0
Puts
|
Utilities—Regulated Electric | Utilities
WEC 1 stocks |
$218
0.09% of portfolio
|
  1  
|
- |
  1  
|
- |
0
Calls
0
Puts
|