LWS Wealth Advisors, Inc.

13F Filings History

Latest 13F report
Q4 2023 - Feb 9, 2024
Value $
$266M
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 $266M as of Q4 2023. Top holdings included IVV, IEFA, VIG, STIP, and IVE.
Holdings Value