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Value $
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$266M
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Signature - Title
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Alex Butters - Regulatory Consultant
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Location
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Basking Ridge, NJ
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Summary
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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.