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Biggest New Positions
EntityShares/Amount
Change		Position Value
Change
GE +2,651+$465
SMCI +450+$455
FBTC +3,902+$242
ADP +847+$211
BKLN +9,856+$208
Biggest Exited Positions
EntityShares/Amount
Change		Position Value
Change
V -1,549-$403
QUAL -2,663-$392
OEF -1,309-$292
PFE -8,211-$236
BA -899-$234
ESGU -2,122-$223
MRVL -3,525-$213
Biggest Position Increases
EntityShares/Amount
Change		Position Value
Change
VEA +40,812+$4,480
BNDX +18,955+$853
IJH +18,888-$26
DGRO +14,931+$5,151
TLT +9,294+$392
SPAB +8,003+$83
IWD +7,794+$3,386
SCZ +6,215+$485
IYH +5,253+$164
TIP +5,191+$547
Biggest Position Decreases
EntityShares/Amount
Change		Position Value
Change
EFV -5,907-$284
AMZN -5,814-$541
AAPL -4,796-$1,992
IYW -2,448-$129
IVV -2,367+$1,879
BIV -1,532-$120
EFA -1,499-$50
GOOG -949-$33
MRK -761+$55
Lwmg LLC Info
Size ($ in 1000's)
At 03/31/2024: $433,270
At 12/31/2023: $407,372

Lwmg LLC holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from Lwmg LLC 13F filings. Link to 13F filings: SEC filings

All Stocks Held By Lwmg LLC
As of  03/31/2024, we find all stocks held by Lwmg LLC to be as follows, presented in the table below with each row detailing each Lwmg LLC position, ordered by largest to smallest position size. The all-stocks-held-by-Lwmg LLC table shows the entity held in the first column (click any entity to explore other funds holding positions), the share amount held, the share count change between the last two reporting periods, and finally the position size for all stocks held by Lwmg LLC as of the latest filing.

   EntityAmountChange
 12/31/2023 to 03/31/2024		 Position Size
($ in 1000's)
ISHARES TR (DGRO) 1,025,288 +14,931 $59,528
     DGRO1,025,288+14,931$59,528
VANGUARD TAX MANAGED FDS (VEA) 1,111,990 +40,812 $55,789
     VEA1,111,990+40,812$55,789
ISHARES TR (IWF) 132,236 -45 $44,570
     IWF132,236-45$44,570
ISHARES TR (IVV) 62,548 -2,367 $32,884
     IVV62,548-2,367$32,884
INVESCO QQQ TR 70,256 +789 $31,194
     QQQ70,256+789$31,194
ISHARES TR (IWD) 151,386 +7,794 $27,115
     IWD151,386+7,794$27,115
VANGUARD INDEX FDS (VO) 102,311 +3,709 $25,563
     VO102,311+3,709$25,563
VANGUARD CHARLOTTE FDS (BNDX) 473,881 +18,955 $23,310
     BNDX473,881+18,955$23,310
ISHARES TR (TIP) 131,460 +5,191 $14,120
     TIP131,460+5,191$14,120
ISHARES TR (TLT) 123,827 +9,294 $11,717
     TLT123,827+9,294$11,717
ISHARES TR (AGG) 94,971 +1,108 $9,301
     AGG94,971+1,108$9,301
APPLE INC 50,768 -4,796 $8,706
     AAPL50,768-4,796$8,706
SPDR SER TR (SPAB) 341,405 +8,003 $8,631
     SPAB341,405+8,003$8,631
VANGUARD BD INDEX FDS (BSV) 106,700 -326 $8,181
     BSV106,700-326$8,181
ISHARES TR (EFG) 51,420 +953 $5,337
     EFG51,420+953$5,337
3M CO 48,501 +1,308 $5,145
     MMM48,501+1,308$5,145
ISHARES INC (IEMG) 94,233 +5,082 $4,862
     IEMG94,233+5,082$4,862
ISHARES TR (SCZ) 69,645 +6,215 $4,411
     SCZ69,645+6,215$4,411
ISHARES TR (IWN) 26,124 +3,667 $4,149
     IWN26,124+3,667$4,149
ANALOG DEVICES INC 18,055 +11 $3,571
     ADI18,055+11$3,571
MICROSOFT CORP 7,834 -457 $3,296
     MSFT7,834-457$3,296
LOCKHEED MARTIN CORP 5,106 -32 $2,323
     LMT5,106-32$2,323
AMAZON COM INC 12,023 -5,814 $2,169
     AMZN12,023-5,814$2,169
ISHARES TR (IYW) 13,945 -2,448 $1,883
     IYW13,945-2,448$1,883
ADVANCED MICRO DEVICES INC 9,442 -219 $1,704
     AMD9,442-219$1,704
ISHARES TR (IJH) 24,310 +18,888 $1,477
     IJH24,310+18,888$1,477
ISHARES TR (IWO) 5,405 +433 $1,464
     IWO5,405+433$1,464
ISHARES TR (IJR) 12,461 -621 $1,377
     IJR12,461-621$1,377
ALPHABET INC 8,954 -949 $1,363
     GOOG8,954-949$1,363
NVIDIA CORPORATION 1,224 -140 $1,106
     NVDA1,224-140$1,106
ISHARES TR (EFA) 13,831 -1,499 $1,105
     EFA13,831-1,499$1,105
BIO TECHNE CORP 15,285 UNCH $1,076
     TECH15,285UNCH$1,076
BERKSHIRE HATHAWAY INC DEL      $975
     BRK.B2,320-104$975
SELECT SECTOR SPDR TR (XLK) 4,616 UNCH $961
     XLK4,616UNCH$961
VANGUARD SPECIALIZED FUNDS (VIG) 4,971 +4 $908
     VIG4,971+4$908
ALPHABET INC 5,712 -88 $862
     GOOGL5,712-88$862
JPMORGAN CHASE & CO 3,995 -129 $800
     JPM3,995-129$800
MERCK & CO INC 6,006 -761 $793
     MRK6,006-761$793
ELI LILLY & CO 1,014 -92 $789
     LLY1,014-92$789
BRIDGEWATER BANCSHARES INC (BWB) 65,900 UNCH $767
     BWB65,900UNCH$767
UNITEDHEALTH GROUP INC 1,508 -86 $746
     UNH1,508-86$746
SPDR SER TR (SPYG) 9,864 UNCH $722
     SPYG9,864UNCH$722
ISHARES TR (IHI) 10,954 +3 $642
     IHI10,954+3$642
AMGEN INC 2,223 +14 $632
     AMGN2,223+14$632
PEPSICO INC 3,411 -455 $597
     PEP3,411-455$597
ISHARES TR (EFV) 10,361 -5,907 $564
     EFV10,361-5,907$564
META PLATFORMS INC 1,156 +62 $561
     META1,156+62$561
ISHARES TR (IWB) 1,862 -351 $536
     IWB1,862-351$536
MCDONALDS CORP 1,819 +9 $513
     MCD1,819+9$513
SPDR SER TR (SPIB) 15,052 +1,426 $492
     SPIB15,052+1,426$492
MEDTRONIC PLC 5,639 +29 $491
     MDT5,639+29$491
GENERAL ELECTRIC CO 2,651 +2,651 $465
     GE2,651+2,651$465
ISHARES TR (IUSV) 5,137 +4 $465
     IUSV5,137+4$465
SPDR SER TR (BIL) 4,989 +41 $458
     BIL4,989+41$458
SUPER MICRO COMPUTER INC 450 +450 $455
     SMCI450+450$455
VANGUARD WORLD FD (MGK) 1,562 UNCH $448
     MGK1,562UNCH$448
WALMART INC 7,065 +5,014 $425
     WMT7,065+5,014$425
SPDR SER TR (BILS) 4,227 +36 $420
     BILS4,227+36$420
ISHARES TR (SGOV) 4,175 +36 $420
     SGOV4,175+36$420
ISHARES TR (SHV) 3,803 +31 $420
     SHV3,803+31$420
SPDR S&P 500 ETF TR (SPY) 794 -451 $415
     SPY794-451$415
VERIZON COMMUNICATIONS INC 9,678 +131 $406
     VZ9,678+131$406
ECOLAB INC 1,706 +4 $394
     ECL1,706+4$394
US BANCORP DEL 8,586 +9 $384
     USB8,586+9$384
TESLA INC 2,160 +1 $380
     TSLA2,160+1$380
VANGUARD INDEX FDS (VOO) 783 UNCH $376
     VOO783UNCH$376
ISHARES TR (IYH) 5,973 +5,253 $370
     IYH5,973+5,253$370
ISHARES TR (HYG) 4,632 +428 $360
     HYG4,632+428$360
CHEVRON CORP NEW 2,170 -48 $342
     CVX2,170-48$342
ISHARES TR (MUB) 2,830 -62 $304
     MUB2,830-62$304
INTUIT 451 -126 $293
     INTU451-126$293
PACCAR INC 2,361 UNCH $292
     PCAR2,361UNCH$292
FASTENAL CO 3,554 -380 $274
     FAST3,554-380$274
VANGUARD INDEX FDS (VBR) 1,427 -308 $274
     VBR1,427-308$274
AMERICAN ELEC PWR CO INC 3,134 -271 $270
     AEP3,134-271$270
VANGUARD BD INDEX FDS (BIV) 3,521 -1,532 $266
     BIV3,521-1,532$266
ISHARES TR (IOO) 2,953 UNCH $264
     IOO2,953UNCH$264
SPDR S&P MIDCAP 400 ETF TR (MDY) 441 UNCH $245
     MDY441UNCH$245
ZSCALER INC 1,270 UNCH $245
     ZS1,270UNCH$245
FIDELITY WISE ORIGIN BITCOIN 3,902 +3,902 $242
     FBTC3,902+3,902$242
JOHNSON & JOHNSON 1,522 -30 $241
     JNJ1,522-30$241
HOME DEPOT INC 613 -386 $235
     HD613-386$235
PROCTER AND GAMBLE CO 1,389 -695 $225
     PG1,389-695$225
AUTOMATIC DATA PROCESSING IN 847 +847 $211
     ADP847+847$211
INVESCO EXCH TRADED FD TR II (BKLN) 9,856 +9,856 $208
     BKLN9,856+9,856$208
BOEING CO $0 (exited)
     BA0-899$0
ISHARES TR $0 (exited)
     ESGU0-2,122$0
MARVELL TECHNOLOGY INC $0 (exited)
     MRVL0-3,525$0
ISHARES TR $0 (exited)
     OEF0-1,309$0
PFIZER INC $0 (exited)
     PFE0-8,211$0
ISHARES TR $0 (exited)
     QUAL0-2,663$0
VISA INC 0 -1,549 $0 (exited)
     V0-1,549$0

See Summary: Lwmg LLC Top Holdings
See Details: Top 10 Stocks Held By Lwmg LLC

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