LA
| |
LWM ADVISORS INC13F | |
| LWM ADVISORS INC | |
| Last update 2025-07-07 | 29 Stocks (1 new) |
| Value $104.00 Mil | Turnover 1 % |
LWM ADVISORS INC Top Holdings of 2025-06-30
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| Ticker | | Company | Shares | Value ($1000) | Shares Change % | Weighting % | Trade Impact % | % of Shares outstanding | 3M Change % | YTD Change % | Market Cap $Mil | Industry |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
IWD | iShares Russell 1000 Value ETF | 114,359 | 22,212.0 | -0.37% | 21.360 | -0.08% | 0.030 | +10.17% | +8.06% | 62,777.8 | ||
IWF | iShares Russell 1000 Growth ETF | 51,404 | 21,825.3 | -1.17% | 20.990 | -0.23% | 0.020 | +21.96% | +9.25% | 114,323.5 | ||
EFA | iShares MSCI EAFE ETF | 143,148 | 12,796.0 | +0.35% | 12.310 | +0.04% | 0.020 | +10.36% | +22.25% | 65,525.5 | ||
SHY | iShares 1-3 Year Treasury Bond ETF | 102,102 | 8,460.2 | +2.95% | 8.140 | +0.23% | 0.040 | +0.64% | +2.60% | 23,668.1 | ||
IWO | iShares Russell 2000 Growth ETF | 21,860 | 6,249.0 | -1.31% | 6.010 | -0.08% | 0.050 | +16.47% | +1.99% | 11,886.4 | ||
IWN | iShares Russell 2000 Value ETF | 36,227 | 5,715.2 | -1.04% | 5.500 | -0.06% | 0.050 | +14.62% | +1.51% | 11,038.1 | ||
EEM | iShares MSCI Emerging Markets ETF | 108,110 | 5,215.2 | +0.01% | 5.020 | 0% | 0.030 | +15.19% | +19.90% | 18,884.4 | ||
IWP | iShares Russell Mid-Cap Growth ETF | 32,272 | 4,475.5 | -0.23% | 4.300 | -0.01% | 0.020 | +18.13% | +11.26% | 19,616.1 | ||
IWS | iShares Russell Mid-Cap Value ETF | 32,126 | 4,245.1 | -0.03% | 4.080 | 0% | 0.030 | +12.45% | +6.45% | 13,625.7 | ||
LQD |
iShares iBoxx USD Investment Grade Corporate Bond ETF
iShares iBoxx USD Investment Grade Corporate Bond ETF
| 31,988 | 3,506.2 | +1.58% | 3.370 | +0.05% | 0.010 | +2.29% | +4.01% | 27,171.4 |
LWM ADVISORS INC's Historical Top Holdings Breakdowns
LWM ADVISORS INC's Top Stock Picks
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| Ticker | | Company | Date | Action | Impact % | Price Range | Price | Price Change from Avrg% | Comment | Current Shares | Share Change |
|---|---|---|---|---|---|---|---|---|---|---|---|
SHY | iShares 1-3 Year Treasury Bond ETF | 2025-06-30 | Add Add | +0.23% | 82.21 ($82.56) 83.12 | $82.50 | -0.07% | Add 2.95% | 102,102 | 2,928 | |
IWF | iShares Russell 1000 Growth ETF | 2025-06-30 | Reduce Reduce | -0.23% | 320.42 ($382.13) 424.58 | $437.85 | 14.58% | Reduce -1.17% | 51,404 | -607 | |
NVDA | NVIDIA Corp | 2025-06-30 | New Buy New Buy | +0.23% | 94.31 ($125.57) 157.99 | $173.74 | 38.36% | New holding | 1,543 | 1,543 | |
IWO | iShares Russell 2000 Growth ETF | 2025-06-30 | Reduce Reduce | -0.08% | 224.16 ($263.09) 285.86 | $292.77 | 11.28% | Reduce -1.31% | 21,860 | -290 | |
IWD | iShares Russell 1000 Value ETF | 2025-06-30 | Reduce Reduce | -0.08% | 166.82 ($185.25) 194.23 | $198.32 | 7.06% | Reduce -0.37% | 114,359 | -422 | |
IWN | iShares Russell 2000 Value ETF | 2025-06-30 | Reduce Reduce | -0.06% | 131.84 ($148.94) 157.76 | $165.37 | 11.03% | Reduce -1.04% | 36,227 | -382 | |
LQD |
iShares iBoxx USD Investment Grade Corporate Bond ETF
iShares iBoxx USD Investment Grade Corporate Bond ETF
| 2025-06-30 | Add Add | +0.05% | 105.23 ($107.33) 109.61 | $108.64 | 1.22% | Add 1.58% | 31,988 | 496 | |
EFA | iShares MSCI EAFE ETF | 2025-06-30 | Add Add | +0.04% | 72.96 ($85.32) 90.39 | $90.86 | 6.49% | Add 0.35% | 143,148 | 498 | |
IEF | iShares 7-10 Year Treasury Bond ETF | 2025-06-30 | Add Add | +0.04% | 93.15 ($94.57) 96.56 | $94.52 | -0.05% | Add 1.48% | 28,125 | 411 | |
IWP | iShares Russell Mid-Cap Growth ETF | 2025-06-30 | Reduce Reduce | -0.01% | 104.34 ($126.36) 138.68 | $140.77 | 11.40% | Reduce -0.23% | 32,272 | -76 |
LWM ADVISORS INC Total Holding History ($B)
LWM ADVISORS INC's Asset Allocation
LWM ADVISORS INC Past Portfolios
| Portfolio Date | Number of Stocks | New Stocks | Total Value ($Mil) | Q/Q Turnover |
|---|---|---|---|---|
Top Ranked Articles
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LWM ADVISORS INC's Hypothetical Growth since 2025-06-30
LWM ADVISORS INC's Yearly Returns
| Year | Portfolio % | % | Excess Gain % |
|---|
LWM ADVISORS INC's Holdings Heat Map
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LWM ADVISORS INC's Holdings Bubble Chart
LWM ADVISORS INC News
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