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LWM ADVISORS INC

13F
LWM ADVISORS INC
Last update 2025-07-07 29 Stocks (1 new)
Value $104.00 Mil Turnover 1 %
Countries:
LWM ADVISORS INC Top Holdings of 2025-06-30 View Full List
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
+11.51%
+7.51%
63,002.5
 
IWF
iShares Russell 1000 Growth ETF
51,404
21,825.3
-1.17%
20.990
-0.23%
0.020
+24.91%
+8.72%
113,994.5
 
EFA
iShares MSCI EAFE ETF
143,148
12,796.0
+0.35%
12.310
+0.04%
0.020
+10.74%
+21.07%
66,015.9
 
SHY
iShares 1-3 Year Treasury Bond ETF
102,102
8,460.2
+2.95%
8.140
+0.23%
0.040
-0.12%
+0.72%
23,688.1
 
IWO
iShares Russell 2000 Growth ETF
21,860
6,249.0
-1.31%
6.010
-0.08%
0.050
+20.44%
+2.90%
12,024.1
 
IWN
iShares Russell 2000 Value ETF
36,227
5,715.2
-1.04%
5.500
-0.06%
0.050
+17.58%
+2.20%
11,199.0
 
EEM
iShares MSCI Emerging Markets ETF
108,110
5,215.2
+0.01%
5.020
0%
0.030
+16.04%
+19.39%
18,987.0
 
IWP
iShares Russell Mid-Cap Growth ETF
32,272
4,475.5
-0.23%
4.300
-0.01%
0.020
+21.91%
+11.53%
19,698.3
 
IWS
iShares Russell Mid-Cap Value ETF
32,126
4,245.1
-0.03%
4.080
0%
0.030
+14.53%
+6.25%
13,700.4
 
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
+2.32%
+1.83%
27,211.4
 

LWM ADVISORS INC's Historical Top Holdings Breakdowns

LWM ADVISORS INC's Top Stock Picks View Full List
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
$82.57
0.01%
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
$436.59
14.25%
Reduce -1.17%
51,404
-607
NVDA
NVIDIA Corp
2025-06-30
New Buy
New Buy
+0.23%
94.31 ($125.57) 157.99
$170.78
36.00%
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
$296.16
12.57%
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
$199.03
7.44%
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
$167.78
12.65%
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
$108.80
1.37%
Add 1.58%
31,988
496
EFA
iShares MSCI EAFE ETF
2025-06-30
Add
Add
+0.04%
72.96 ($85.32) 90.39
$91.54
7.29%
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
$94.66
0.10%
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
$141.36
11.87%
Reduce -0.23%
32,272
-76

LWM ADVISORS INC Total Holding History ($B)

To

LWM ADVISORS INC's Asset Allocation

To

LWM ADVISORS INC Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

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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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