13F Filings History of LWS Wealth Advisors, Inc.

Latest 13F report
Q4 2023 - 09 Feb 2024
Value $
$266,343,000
Signature - Title
Alex Butters - Regulatory Consultant
Location
Basking Ridge, NJ
Summary
This page shows a list of all the recent 13F filings made by LWS Wealth Advisors, Inc.. Form 13F is required to be filed within 45 days of the end of a calendar quarter. LWS Wealth Advisors, Inc. reported 65 stock holdings with total value $266,343,000 as of Q4 2023. Top holdings included IVV, IEFA, VIG, STIP, and IVE.

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Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Filing Time
Q4 2023 65 $266,343,000 +$22,815,871 -$4,535,633 +$18,280,238 IVV, IEFA, VIG, STIP, IVE 13F-HR 09 Feb 2024, 15:50
Q3 2023 56 $228,539,000 +$7,057,637 -$7,258,796 -$201,159 IVV, IEFA, STIP, VIG, MBB 13F-HR 13 Nov 2023, 13:56
Q2 2023 59 $237,161,000 +$3,493,559 -$18,060,798 -$14,567,239 IVV, IEFA, VIG, STIP, IVE 13F-HR 28 Jul 2023, 14:02
Q1 2023 59 $243,855,000 +$9,617,267 -$13,806,933 -$4,189,666 IVV, IEFA, VIG, STIP, IEMG 13F-HR 28 Apr 2023, 16:46
Q4 2022 58 $238,667,009 +$5,269,280 -$44,073,282 -$38,804,002 FSMB, IVV, IEFA, VIG, STIP 13F-HR 14 Feb 2023, 15:17
Q3 2022 58 $261,123,000 +$73,606,021 -$11,785,735 +$61,820,286 FSMB, VTEB, IVV, STIP, IEFA 13F-HR 14 Nov 2022, 14:50
Q2 2022 60 $212,309,000 +$17,904,613 -$11,857,941 +$6,046,672 IVV, STIP, IEFA, VIG, ISTB 13F-HR 04 Aug 2022, 17:58
Q1 2022 58 $234,725,000 +$11,858,191 -$10,222,234 +$1,635,957 IVV, IEFA, VIG, STIP, ISTB 13F-HR 09 May 2022, 18:26
Q4 2021 58 $244,478,000 +$5,870,367 -$340,421 +$5,529,946 IVV, VIG, STIP, IEFA, ISTB 13F-HR 02 Feb 2022, 16:12
Q3 2021 58 $228,078,000 +$6,686,183 -$920,177 +$5,766,006 IVV, STIP, VIG, IEFA, ISTB 13F-HR 08 Nov 2021, 20:37
Q2 2021 56 $225,088,000 +$39,070,942 -$42,734,475 -$3,663,533 IVV, STIP, VIG, IEFA, ISTB 13F-HR 23 Jul 2021, 13:03
Q1 2021 60 $220,446,000 +$17,987,539 -$28,450,622 -$10,463,083 IVV, MBB, VIG, IEFA, STIP 13F-HR 29 Apr 2021, 11:05
Q4 2020 60 $222,497,000 +$19,947,216 -$10,572,728 +$9,374,488 MBB, VTEB, BSV, VIG, IVV 13F-HR 19 Jan 2021, 21:24
Q3 2020 56 $203,585,000 +$9,111,224 -$4,855,207 +$4,256,017 MBB, VTEB, BSV, VIG, IEFA 13F-HR 09 Nov 2020, 20:38
Q2 2020 56 $190,915,000 +$44,297,219 -$27,898,669 +$16,398,550 MBB, BSV, VTEB, VIG, IEFA 13F-HR 04 Aug 2020, 20:59
Q1 2020 51 $152,072,000 +$7,934,711 -$19,474,359 -$11,539,648 VCSH, VTEB, MBB, VIG, IVV 13F-HR 04 May 2020, 15:32
Q4 2019 79 $194,167,000 $0 $0 $0 VCSH, VTEB, IVV, IEFA, VIG 13F-HR 06 Feb 2020, 15:38