Lws Wealth Advisors 13F annual report
Lws Wealth Advisors is an investment fund managing more than $229 billion ran by Alex Butters. There are currently 18 companies in Mr. Butters’s portfolio. The largest investments include Ishares Tr and Vanguard Specialized Funds, together worth $148 billion.
$229 billion Assets Under Management (AUM)
As of 2nd February 2024, Lws Wealth Advisors’s top holding is 1,474,541 shares of Ishares Tr currently worth over $131 billion and making up 57.4% of the portfolio value.
In addition, the fund holds 109,407 shares of Vanguard Specialized Funds worth $17 billion.
The third-largest holding is Ishares Inc worth $11.9 billion and the next is Invesco Exch Traded Fd Tr Ii worth $16.1 billion, with 409,045 shares owned.
Currently, Lws Wealth Advisors's portfolio is worth at least $229 billion. The total portfolio value may be much higher due to cash
assets that are not publicly disclosed such as fixed income, real estate, or cash equivalents.
Careers at Lws Wealth Advisors
The Lws Wealth Advisors office and employees reside in Basking Ridge, New Jersey. According to the last 13-F report filed with the SEC, Alex Butters serves as the Regulatory Consultant at Lws Wealth Advisors.
Recent trades
In the most recent 13F filing, Lws Wealth Advisors revealed that it had opened a new position in
Litman Gregory Fds Tr and bought 39,417 shares worth $1.14 billion.
The investment fund also strengthened its position in Vanguard Specialized Funds by buying
723 additional shares.
This makes their stake in Vanguard Specialized Funds total 109,407 shares worth $17 billion.
On the other hand, there are companies that Lws Wealth Advisors is getting rid of from its portfolio.
Lws Wealth Advisors closed its position in Abrdn Etfs on 9th February 2024.
It sold the previously owned 40,606 shares for $819 million.
Alex Butters also disclosed a decreased stake in Ishares Tr by approximately 0.1%.
This leaves the value of the investment at $131 billion and 1,474,541 shares.
One of the smaller hedge funds
The two most similar investment funds to Lws Wealth Advisors are Meridian Investment Counsel Inc and Henry James International Management. They manage $266 billion and $266 billion respectively.
Alex Butters investment strategy
Lws Wealth Advisors’s portfolio is diversified across 3 sectors.
Currently, their heaviest sector is Finance — making up 1.7% of
the total portfolio value.
The fund focuses on investments in the United States as
11.1% of the portfolio companies
are based in the United States.
The majority of the companies in the fund’s portfolio are large-cap stocks.
Stocks with a size of more than $10 billion in market cap make up
11% of the total holdings value.
On the other hand, small-cap stocks make up only approximately 0.1% of the portfolio.
The average market cap of the portfolio companies is close to $1.04 trillion.
The complete list of Lws Wealth Advisors trades based on 13F SEC filings
These positions were updated on February 9th based on the fund’s latest 13F filing. Quickly find out what the most recently closed or increased positions are.
| Security | Shares Owned | Value | Allocation |
|---|---|---|---|
| Ishares Tr |
2.52%
1,474,541
|
$131,100,000,000 | 57.36% |
| Vanguard Specialized Funds |
0.67%
109,407
|
$17,000,000,000 | 7.44% |
| Ishares Inc |
1.75%
249,119
|
$11,856,000,000 | 5.19% |
| Invesco Exch Traded Fd Tr Ii |
0.70%
409,045
|
$16,059,000,000 | 7.03% |
| Spdr Ser Tr |
4.12%
105,043
|
$10,606,000,000 | 4.64% |
| Vanguard Tax-managed Fds |
1.52%
150,302
|
$6,571,000,000 | 2.88% |
| Vanguard Intl Equity Index F |
1.30%
142,156
|
$9,179,000,000 | 4.02% |
| Blackrock Inc. |
No change
6,179
|
$3,995,000,000 | 1.75% |
| Vanguard Index Fds |
1.11%
58,848
|
$11,439,000,000 | 5.01% |
| Invesco Exchange Traded Fd T |
0.67%
17,764
|
$2,517,000,000 | 1.10% |
| Spdr Sp 500 Etf Tr |
1.26%
5,030
|
$2,150,000,000 | 0.94% |
| First Tr Exch Traded Fd Iii |
7.43%
68,816
|
$1,334,000,000 | 0.58% |
| Litman Gregory Fds Tr |
Opened
39,417
|
$1,139,000,000 | 0.50% |
| Apple Inc |
3.03%
5,574
|
$954,000,000 | 0.42% |
| Accenture Plc Ireland |
No change
2,917
|
$896,000,000 | 0.39% |
| Abrdn Etfs |
Closed
40,606
|
$819,000,000 | |
| Vanguard World Fd |
1.03%
9,574
|
$1,187,000,000 | 0.52% |
| Vanguard Mun Bd Fds |
Opened
6,391
|
$307,000,000 | 0.13% |
| Innovator Etfs Tr |
Closed
8,784
|
$274,000,000 | |
| Invesco Actvely Mngd Etc Fd |
Closed
19,589
|
$267,000,000 | |
| Ishares Tr |
Closed
3,099
|
$458,000,000 | |
| Pimco Etf Tr |
0.54%
4,991
|
$250,000,000 | 0.11% |
| No transactions found | |||
| Showing first 500 out of 22 holdings | |||
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