LWS Wealth Advisors, Inc. Current Holdings: USA Stocks

LWS Wealth Advisors, Inc. current holdings: USA Stocks

LWS Wealth Advisors, Inc. reported $0.00 billion in share positions in stocks (listed in the US), 6 positions, in its Form 13F for the quarter ended 2023-12-31; the largest are ACN, AAPL, UNP.

ACN: Country of operation —; Class SHS CLASS A; Shares 2,917; Value $1,024,000.
AAPL: Country of operation United States; Class COM; Shares 5,279; Value $1,016,000.
UNP: Country of operation United States; Class COM; Shares 3,732; Value $917,000.
MCHP: Country of operation United States; Class COM; Shares 7,875; Value $710,000.

Form 13F-HR as filed (SEC CIK 1801634): quarter ended 2023-12-31, filed 2024-02-09. The manager files one row per sub-manager; rows for the same security, class and put/call are added together.

Performance is each holding's price change from its close on the 2023-12-31 quarter end to its latest retained close (2026-09-29, or the date shown for a stock that stopped trading). Price only; dividends are not included. A stock that split in the period is restated by the split ratio in its own Form 8-K; a dash marks a holding with no retained closes.

Stock	Country of operation	Class	Shares	Value	% of listed	Quarter end	Filed	Performance
ACN ACCENTURE PLC IRELAND		SHS CLASS A	2,917	$1,024,000	20.62%	2023-12-31	2024-02-09	-49.53%
AAPL APPLE INC	United States	COM	5,279	$1,016,000	20.46%	2023-12-31	2024-02-09
UNP UNION PAC CORP	United States	COM	3,732	$917,000	18.46%	2023-12-31	2024-02-09	+11.62%
MCHP MICROCHIP TECHNOLOGY INC.	United States	COM	7,875	$710,000	14.29%	2023-12-31	2024-02-09	-12.64%
AWK AMERICAN WTR WKS CO INC NEW	United States	COM	3,666	$484,000	9.74%	2023-12-31	2024-02-09	-1.66%
WEC WEC ENERGY GROUP INC	United States	COM	2,600	$219,000	4.41%	2023-12-31	2024-02-09	+21.87%

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