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
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q4 2023 65 $266M +$22.8M -$4.54M +$18.3M IVV, IEFA, VIG, STIP, IVE 13F-HR 2/9/2024, 03:50 PM
Q3 2023 56 $229M +$7.06M -$7.26M -$201K IVV, IEFA, STIP, VIG, MBB 13F-HR 11/13/2023, 01:56 PM
Q2 2023 59 $237M +$3.49M -$18.1M -$14.6M IVV, IEFA, VIG, STIP, IVE 13F-HR 7/28/2023, 02:02 PM
Q1 2023 59 $244M +$9.62M -$13.8M -$4.19M IVV, IEFA, VIG, STIP, IEMG 13F-HR 4/28/2023, 04:46 PM
Q4 2022 58 $239M +$5.27M -$44.1M -$38.8M FSMB, IVV, IEFA, VIG, STIP 13F-HR 2/14/2023, 03:17 PM
Q3 2022 58 $261M +$73.6M -$11.8M +$61.8M FSMB, VTEB, IVV, STIP, IEFA 13F-HR 11/14/2022, 02:50 PM
Q2 2022 60 $212M +$17.9M -$11.9M +$6.05M IVV, STIP, IEFA, VIG, ISTB 13F-HR 8/4/2022, 05:58 PM
Q1 2022 58 $235M +$11.9M -$10.2M +$1.64M IVV, IEFA, VIG, STIP, ISTB 13F-HR 5/9/2022, 06:26 PM
Q4 2021 58 $244M +$5.87M -$340K +$5.53M IVV, VIG, STIP, IEFA, ISTB 13F-HR 2/2/2022, 04:12 PM
Q3 2021 58 $228M +$6.69M -$920K +$5.77M IVV, STIP, VIG, IEFA, ISTB 13F-HR 11/8/2021, 08:37 PM
Q2 2021 56 $225M +$39.1M -$42.7M -$3.66M IVV, STIP, VIG, IEFA, ISTB 13F-HR 7/23/2021, 01:03 PM
Q1 2021 60 $220M +$18M -$28.5M -$10.5M IVV, MBB, VIG, IEFA, STIP 13F-HR 4/29/2021, 11:05 AM
Q4 2020 60 $222M +$19.9M -$10.6M +$9.37M MBB, VTEB, BSV, VIG, IVV 13F-HR 1/19/2021, 09:24 PM
Q3 2020 56 $204M +$9.11M -$4.86M +$4.26M MBB, VTEB, BSV, VIG, IEFA 13F-HR 11/9/2020, 08:38 PM
Q2 2020 56 $191M +$44.3M -$27.9M +$16.4M MBB, BSV, VTEB, VIG, IEFA 13F-HR 8/4/2020, 08:59 PM
Q1 2020 51 $152M +$7.93M -$19.5M -$11.5M VCSH, VTEB, MBB, VIG, IVV 13F-HR 5/4/2020, 03:32 PM
Q4 2019 79 $194M $0 $0 VCSH, VTEB, IVV, IEFA, VIG 13F-HR 2/6/2020, 03:38 PM