LWM Advisory Services

Latest statistics and disclosures from LWM Advisory Services's latest quarterly 13F-HR filing:

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Positions held by LWM Advisory Services consolidated in one spreadsheet with up to 7 years of data

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Portfolio Holdings for LWM Advisory Services

LWM Advisory Services holds 116 positions in its portfolio as reported in the September 2022 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Apple (AAPL) 7.9 $7.0M +4% 50k 138.67
Invesco Exch Traded Fd Tr Ii S&p Emrng Mkts (EELV) 7.5 $6.6M +11% 315k 20.99
Spdr S&p 500 Etf Tr Tr Unit (SPY) 5.0 $4.4M +2% 12k 357.17
Microsoft Corporation (MSFT) 4.2 $3.7M +4% 16k 233.62
Amazon (AMZN) 3.9 $3.4M +5% 30k 112.12
Wisdomtree Tr Us Qtly Div Grt (DGRW) 3.3 $2.9M +19% 54k 53.91
Berkshire Hathaway Inc Del Cl B New (BRK.B) 3.1 $2.7M +7% 10k 270.38
Nextera Energy (NEE) 2.0 $1.7M +2% 22k 78.55
Ishares Tr Hdg Msci Eafe (HEFA) 1.9 $1.6M -2% 55k 29.90
FactSet Research Systems (FDS) 1.8 $1.6M 4.0k 400.15
J P Morgan Exchange Traded F Diversfed Rtrn (JPME) 1.6 $1.4M -20% 19k 76.41
J P Morgan Exchange Traded F Ultra Sht Muncpl (JMST) 1.5 $1.3M NEW 26k 50.28
Metropcs Communications (TMUS) 1.4 $1.2M 9.0k 135.83
Pimco Etf Tr Active Bd Etf (BOND) 1.3 $1.2M +45% 13k 89.74

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Alphabet Cap Stk Cl C (GOOG) 1.3 $1.2M +1958% 12k 96.15
J P Morgan Exchange Traded F Diversfd Eqt Etf (JPSE) 1.2 $1.1M 30k 35.38
Alphabet Cap Stk Cl A (GOOGL) 1.2 $1.1M +2031% 11k 95.64
JPMorgan Chase & Co. (JPM) 1.2 $1.1M +7% 9.8k 107.41
First Tr Value Line Divid In SHS (FVD) 1.2 $1.0M +142% 29k 35.79
Visa Com Cl A (V) 1.1 $940k +7% 5.1k 183.85
Chevron Corporation (CVX) 1.0 $893k +9% 6.1k 146.83
Tesla Motors (TSLA) 1.0 $854k +221% 3.2k 265.38
Cheniere Energy Com New (LNG) 0.9 $831k 5.0k 166.00
UnitedHealth (UNH) 0.9 $824k +10% 1.6k 508.01
Waste Connections (WCN) 0.9 $795k 5.9k 135.55
American Tower Reit (AMT) 0.9 $757k 3.5k 214.63
Verisk Analytics (VRSK) 0.9 $752k 4.4k 170.64
Home Depot (HD) 0.8 $746k +2% 2.6k 283.11
Litman Gregory Fds Tr Imgp Dbi Managed (DBMF) 0.8 $745k +4% 22k 33.96
BlackRock (BLK) 0.8 $725k 1.3k 550.49
Johnson & Johnson (JNJ) 0.8 $724k +6% 4.4k 163.32
Procter & Gamble Company (PG) 0.8 $720k +17% 5.7k 127.05
Wells Fargo & Company (WFC) 0.8 $716k +2% 18k 40.20
S&p Global (SPGI) 0.8 $715k +134% 2.3k 308.99
Thermo Fisher Scientific (TMO) 0.8 $668k +10% 1.3k 516.63
Ishares Tr Russell 3000 Etf (IWV) 0.7 $639k 3.1k 207.13
Pepsi (PEP) 0.7 $616k +9% 3.7k 166.67
Spdr Ser Tr Prtflo S&p500 Gw (SPYG) 0.7 $613k +34% 12k 50.13
Mastercard Incorporated Cl A (MA) 0.7 $608k +8% 2.0k 306.76
Pfizer (PFE) 0.7 $603k +6% 14k 44.37
Eli Lilly & Co. (LLY) 0.7 $584k +2% 1.8k 323.55
Spdr Index Shs Fds Portfolio Devlpd (SPDW) 0.7 $578k +41% 22k 25.78
First Tr Exchange-traded Dorsey Wrt 5 Etf (FV) 0.7 $578k NEW 14k 41.02
McDonald's Corporation (MCD) 0.7 $576k +11% 2.4k 238.81
salesforce (CRM) 0.6 $569k +14% 3.9k 144.89
Marathon Petroleum Corp (MPC) 0.6 $551k +2% 5.4k 102.28
Bank of America Corporation (BAC) 0.6 $543k +10% 18k 31.07
Invesco Qqq Tr Unit Ser 1 (QQQ) 0.6 $539k -7% 2.0k 272.91
American Water Works (AWK) 0.6 $539k 4.1k 132.89
Blackstone Group Inc Com Cl A (BX) 0.6 $535k +2% 6.2k 86.30
Service Corporation International (SCI) 0.6 $521k +83% 9.0k 57.79
Philip Morris International (PM) 0.6 $513k +18% 6.1k 83.85
Zoetis Cl A (ZTS) 0.6 $492k +2% 3.3k 147.88
Anthem (ELV) 0.6 $489k +6% 1.1k 454.04
Boeing Company (BA) 0.5 $484k +37% 4.0k 121.18
NVIDIA Corporation (NVDA) 0.5 $481k -21% 3.8k 127.89
Spdr Ser Tr Russell Yield (ONEY) 0.5 $477k NEW 5.7k 83.33
Merck & Co (MRK) 0.5 $459k +21% 5.2k 88.78
Abbvie (ABBV) 0.5 $438k +17% 3.3k 134.27
Crown Castle Intl (CCI) 0.5 $429k +12% 3.0k 143.96
Air Products & Chemicals (APD) 0.5 $424k +6% 1.8k 232.58
Meta Platforms Cl A (META) 0.5 $423k -8% 3.1k 135.58
Brookfield Infrastructure Com Sb Vtg Shs A (BIPC) 0.5 $423k 10k 40.85
Hewlett Packard Enterprise (HPE) 0.5 $419k +4% 35k 11.98
Coca-Cola Company (KO) 0.5 $401k +14% 7.1k 56.81
Boston Scientific Corporation (BSX) 0.4 $395k 10k 38.74
Illinois Tool Works (ITW) 0.4 $394k +4% 2.2k 180.57
Astrazeneca Sponsored Adr (AZN) 0.4 $392k 7.2k 54.79
TJX Companies (TJX) 0.4 $389k 6.0k 64.93
Verizon Communications (VZ) 0.4 $388k +12% 10k 38.01
Costco Wholesale Corporation (COST) 0.4 $385k +12% 788.00 488.58
Wisdomtree Tr Us Smallcap Fund (EES) 0.4 $384k +28% 9.8k 39.16
Crown Holdings (CCK) 0.4 $374k 4.6k 81.13
CSX Corporation (CSX) 0.4 $351k 13k 26.65
Hca Holdings (HCA) 0.4 $338k +2% 1.7k 195.72
Moody's Corporation (MCO) 0.4 $321k +4% 1.3k 242.81
Paycom Software (PAYC) 0.4 $317k +4% 962.00 329.52
United Parcel Service CL B (UPS) 0.4 $315k +13% 2.0k 161.54
Waste Management (WM) 0.4 $315k +3% 2.0k 160.22
Morgan Stanley Com New (MS) 0.3 $305k +26% 3.9k 78.95
Sunrun (RUN) 0.3 $304k 11k 27.58
Truist Financial Corp equities (TFC) 0.3 $297k +21% 6.8k 43.55
International Business Machines (IBM) 0.3 $297k +12% 2.5k 121.22
Abbott Laboratories (ABT) 0.3 $296k +20% 3.1k 97.02
Vanguard Index Fds S&p 500 Etf Shs (VOO) 0.3 $289k 882.00 327.66
Danaher Corporation (DHR) 0.3 $279k 1.1k 264.45
Ishares Tr S&p Mc 400vl Etf (IJJ) 0.3 $274k -12% 3.0k 89.92
L3harris Technologies (LHX) 0.3 $273k +5% 1.3k 207.76
Amgen (AMGN) 0.3 $266k +32% 1.2k 225.04
Deere & Company (DE) 0.3 $260k NEW 779.00 333.76
Walt Disney Company (DIS) 0.3 $259k NEW 2.8k 94.18
Adobe Systems Incorporated (ADBE) 0.3 $256k +4% 805.00 318.01
Hologic (HOLX) 0.3 $256k +5% 4.0k 64.58
Mondelez Intl Cl A (MDLZ) 0.3 $253k +9% 4.6k 54.92
Xcel Energy (XEL) 0.3 $250k +7% 3.9k 64.04
Vanguard Index Fds Total Stk Mkt (VTI) 0.3 $250k NEW 1.4k 179.34
Ishares Tr Mbs Etf (MBB) 0.3 $247k NEW 2.7k 91.75
Gilead Sciences (GILD) 0.3 $244k NEW 3.6k 67.18
Cadence Design Systems (CDNS) 0.3 $242k +4% 1.5k 163.29
Clorox Company (CLX) 0.3 $236k +13% 1.8k 128.54
Becton, Dickinson and (BDX) 0.3 $235k +3% 1.1k 222.96
Spdr Ser Tr Portfolio Intrmd (SPIB) 0.3 $234k +15% 7.5k 31.27
Wal-Mart Stores (WMT) 0.3 $232k NEW 1.7k 133.03
ConocoPhillips (COP) 0.3 $231k NEW 2.1k 110.79
Bristol Myers Squibb (BMY) 0.3 $230k +10% 3.2k 71.12
Ishares Tr Core S&p Mcp Etf (IJH) 0.3 $230k NEW 1.0k 219.68
General Mills (GIS) 0.3 $228k +2% 3.0k 76.77
Cintas Corporation (CTAS) 0.3 $225k NEW 508.00 442.91
Chubb (CB) 0.3 $223k NEW 1.2k 181.74
Vanguard Bd Index Fds Total Bnd Mrkt (BND) 0.3 $221k NEW 3.1k 71.45
Ishares Tr Rus Mid Cap Etf (IWR) 0.2 $218k 3.5k 62.04
Fifth Third Ban (FITB) 0.2 $218k NEW 6.8k 32.23
Ecolab (ECL) 0.2 $216k NEW 1.5k 144.29
Ishares Tr 0-5 Yr Tips Etf (STIP) 0.2 $209k -54% 2.2k 96.18
Ishares Tr Russell 2000 Etf (IWM) 0.2 $207k NEW 1.2k 167.48
Nu Hldgs Ord Shs Cl A (NU) 0.1 $72k NEW 16k 4.38

Past Filings by LWM Advisory Services

SEC 13F filings are viewable for LWM Advisory Services going back to 2021