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| Name: |
LWS Wealth Advisors Inc. |
| City: |
BASKING RIDGE |
| State: |
NJ |
| Zip: |
07920 |
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data |
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| Holdings
Found :
9 |
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Ticker |
Company Name |
Position
Rank |
New/Closed
Postion |
Last
Close |
Value |
Shares Held |
% of
Portfolio |
Value
Change |
Change In
Shares Held |
% of Company |
Industry |
|
UNP |
Union Pacific Corp |
34 |
New |
$245.90 |
$917,000 |
3,732 |
0.34% |
917,000 |
3,732 |
0.001 |
Railroads |
|
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VMBS |
Vanguard Mortgage-Backed S |
38 |
New |
$44.82 |
$717,000 |
15,463 |
0.27% |
717,000 |
15,463 |
0.002 |
Closed - End Fund - Debt |
|
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MCHP |
Microchip Technology Inc |
39 |
New |
$91.99 |
$710,000 |
7,875 |
0.27% |
710,000 |
7,875 |
0.001 |
Semiconductor - Speci... |
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DEO |
Diageo Plc (ADR) |
43 |
New |
$140.91 |
$597,000 |
4,097 |
0.22% |
597,000 |
4,097 |
0.001 |
Beverage - Brewers |
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SHYD |
VanEck Vectors Short High-Y... |
46 |
New |
$0.00 |
$500,000 |
22,575 |
0.19% |
500,000 |
22,575 |
0.025 |
N/A |
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AWK |
American Water Works Compan... |
47 |
New |
$132.87 |
$484,000 |
3,666 |
0.18% |
484,000 |
3,666 |
0.002 |
Multi Utilities |
|
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WEC |
WEC Energy Group Inc |
62 |
New |
$84.91 |
$219,000 |
2,600 |
0.08% |
219,000 |
2,600 |
0.003 |
Multi Utilities |
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EWJ |
iShares MSCI-Japan |
64 |
New |
$68.04 |
$212,000 |
3,310 |
0.08% |
212,000 |
3,310 |
0.003 |
Closed - End Fund - E... |
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FTSL |
First Trust Senior Loan Fund |
65 |
New |
$46.24 |
$212,000 |
4,601 |
0.08% |
212,000 |
4,601 |
0 |
N/A |
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