LWMG, LLC

All Holdings — 2024 Q3

Portfolio Concentration Analytics: 7.6
Risk-based ENB:
Total Positions
94
Quarter
2024 Q3
Top Holding
DGRO (13.3%)
Top 10 Concentration
76.2%
Turnover Rate
23.4%
Sector HHI
0.18
Items per page:
1-25 of 94
Stock History Sector / Type Port % Prev % Rank / Prev Conviction Change % Change Influence Shares Mkt Value Avg Cost Price Held 1st Owned Source Source Date Date Reported
DGRO
ISHARES TR
Warrant 13.32% 13.29% #1
Prev: #1
7.3 24,593 2.2%
P
S
1,117,901 $70,081,176 2022 Q4 13F Filing 2024-09-30 2024-11-14 (Est.)
VEA
VANGUARD TAX-MA...
ETF 12.54% 12.47% #2
Prev: #2
7.0 52,884 4.4%
P
S
1,249,080 $65,963,928 2022 Q4 13F Filing 2024-09-30 2024-11-14 (Est.)
IWF
ISHARES TR
ETF 10.40% 10.84% #3
Prev: #3
6.2 4,771 3.4%
P
S
145,765 $54,717,105 2022 Q4 13F Filing 2024-09-30 2024-11-14 (Est.)
IVV
ISHARES TR
ETF 7.76% 7.84% #4
Prev: #4
5.1 2,889 4.3%
P
S
70,802 $40,839,691 2022 Q4 13F Filing 2024-09-30 2024-11-14 (Est.)
QQQ
INVESCO QQQ TR
ETF 7.15% 7.64% #5
Prev: #5
4.9 1,460 1.9%
P
S
77,055 $37,608,198 2022 Q4 13F Filing 2024-09-30 2024-11-14 (Est.)
IWD
ISHARES TR
ETF 6.50% 6.15% #6
Prev: #6
4.6 12,911 7.7%
P
S
180,085 $34,180,123 2022 Q4 13F Filing 2024-09-30 2024-11-14 (Est.)
VO
VANGUARD INDEX ...
ETF 5.90% 5.67% #7
Prev: #7
4.4 6,654 6.0%
P
S
117,614 $31,030,044 2022 Q4 13F Filing 2024-09-30 2024-11-14 (Est.)
BNDX
VANGUARD CHARLO...
Bond/Debt 5.14% 5.24% #8
Prev: #8
4.1 26,707 5.2%
P
S
537,474 $27,024,212 2022 Q4 13F Filing 2024-09-30 2024-11-14 (Est.)
AGG
ISHARES TR
ETF 4.42% 2.05% #9 3
Prev: #12
4.1 129,540 129.4%
P
S
229,644 $23,256,041 2022 Q4 13F Filing 2024-09-30 2024-11-14 (Est.)
TIP
ISHARES TR
ETF 3.12% 3.20% #10 1
Prev: #9
3.3 6,200 4.4%
P
S
148,438 $16,398,001 2022 Q4 13F Filing 2024-09-30 2024-11-14 (Est.)
AAPL
APPLE INC
Technology 2.24% 2.24% #11
Prev: #11
2.9 171 0.3%
P
S
50,580 $11,785,207 2022 Q4 13F Filing 2024-09-30 2024-11-14 (Est.)
SPAB
SPDR SER TR
ETF 2.20% 1.90% #12 1
Prev: #13
2.9 82,801 23.0%
P
S
442,554 $11,568,381 2022 Q4 13F Filing 2024-09-30 2024-11-14 (Est.)
BSV
VANGUARD BD IND...
Bond/Debt 1.86% 1.81% #13 1
Prev: #14
2.8 12,491 11.2%
P
S
124,402 $9,789,185 2022 Q4 13F Filing 2024-09-30 2024-11-14 (Est.)
MMM
3M CO
Industrials 1.37% 1.09% #14 3
Prev: #17
2.6 2,301 4.6%
P
S
52,816 $7,219,970 2022 Q4 13F Filing 2024-09-30 2024-11-14 (Est.)
EFG
ISHARES TR
Warrant 1.35% 1.25% #15
Prev: #15
2.6 7,803 13.4%
P
S
65,825 $7,086,054 2022 Q4 13F Filing 2024-09-30 2024-11-14 (Est.)
IEMG
ISHARES INC
ETF 1.26% 1.19% #16
Prev: #16
2.5 9,408 8.9%
P
S
115,072 $6,606,298 2022 Q4 13F Filing 2024-09-30 2024-11-14 (Est.)
SCZ
ISHARES TR
ETF 1.13% 1.02% #17 1
Prev: #18
2.5 9,530 12.1%
P
S
88,073 $5,962,519 2022 Q4 13F Filing 2024-09-30 2024-11-14 (Est.)
IWN
ISHARES TR
ETF 1.04% 0.94% #18 1
Prev: #19
2.4 3,294 11.2%
P
S
32,691 $5,453,547 2022 Q4 13F Filing 2024-09-30 2024-11-14 (Est.)
MSFT
MICROSOFT CORP
Technology 0.76% 0.84% #19 2
Prev: #21
2.3 380 4.3%
P
S
9,276 $3,991,607 2022 Q4 13F Filing 2024-09-30 2024-11-14 (Est.)
ADI
ANALOG DEVICES ...
Technology 0.75% 0.87% #20
Prev: #20
0.3 -995 -5.5%
P
S
17,060 $3,926,688 2022 Q4 13F Filing 2024-09-30 2024-11-14 (Est.)
AMZN
AMAZON COM INC
Consumer Cyclical 0.47% 0.54% #21 1
Prev: #22
2.2 4 0.0%
P
S
13,280 $2,474,376 2022 Q4 13F Filing 2024-09-30 2024-11-14 (Est.)
LMT
LOCKHEED MARTIN...
Industrials 0.47% 0.47% #22 2
Prev: #24
0.2 -565 -11.8%
P
S
4,207 $2,459,369 2022 Q4 13F Filing 2024-09-30 2024-11-14 (Est.)
IYW
ISHARES TR
ETF 0.41% 0.44% #23 2
Prev: #25
2.2 161 1.2%
P
S
14,101 $2,137,934 2022 Q4 13F Filing 2024-09-30 2024-11-14 (Est.)
NVDA
NVIDIA CORPORAT...
Technology 0.39% 0.49% #24 1
Prev: #23
0.2 -1,963 -10.5%
P
S
16,781 $2,037,835 2023 Q1 13F Filing 2024-09-30 2024-11-14 (Est.)
IWO
ISHARES TR
ETF 0.33% 0.31% #25 4
Prev: #29
2.2 402 7.1%
P
S
6,039 $1,714,983 2022 Q4 13F Filing 2024-09-30 2024-11-14 (Est.)
SMCI
SUPER MICRO COM...
Technology 0.00% 0.08%
Sold All 😨
(Was: #68)
0.3 -450 -100.0%
CLOSED
$— 2024 Q1 13F Filing 2024-09-30 2024-11-14 (Est.)
ZS
ZSCALER INC
Technology 0.00% 0.05%
Sold All 😨
(Was: #79)
0.3 -1,270 -100.0%
CLOSED
$— 2023 Q2 13F Filing 2024-09-30 2024-11-14 (Est.)
FAST
FASTENAL CO
Industrials 0.00% 0.05%
Sold All 😨
(Was: #83)
0.3 -3,575 -100.0%
CLOSED
$— 2023 Q1 13F Filing 2024-09-30 2024-11-14 (Est.)
JNJ
JOHNSON & JOHNS...
Healthcare 0.00% 0.04%
Sold All 😨
(Was: #88)
0.3 -1,389 -100.0%
CLOSED
$— 2022 Q4 13F Filing 2024-09-30 2024-11-14 (Est.)
Showing 1-25 of 94 holdings

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