LWM Advisory Services

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

Tip: Access up to 7 years of quarterly data

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

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Portfolio Holdings for LWM Advisory Services

LWM Advisory Services holds 80 positions in its portfolio as reported in the December 2023 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Invesco Exch Trd Slf Idx Rusl 1000 Dynm (OMFL) 20.3 $23M +14% 449k 51.41
 View chart
Spdr S&p 500 Etf Tr Tr Unit (SPY) 9.0 $10M +180% 22k 475.30
 View chart
Invesco Exch Traded Fd Tr Ii S&p Emrng Mkts (EELV) 7.3 $8.3M -9% 344k 24.04
 View chart
Apple (AAPL) 5.1 $5.8M +5% 30k 192.53
 View chart
J P Morgan Exchange Traded F Municipal Etf (JMUB) 5.1 $5.8M -21% 113k 50.96
 View chart
Microsoft Corporation (MSFT) 2.9 $3.2M +15% 8.6k 376.06
 View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B) 2.8 $3.2M 9.0k 356.66
 View chart
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM) 2.7 $3.1M +381% 19k 168.54
 View chart
Pacer Fds Tr Us Cash Cows 100 (COWZ) 2.7 $3.1M +27% 59k 51.99
 View chart
Amazon (AMZN) 2.2 $2.5M +2% 17k 151.94
 View chart
Ishares Tr Yld Optim Bd (BYLD) 1.9 $2.2M -19% 97k 22.43
 View chart
Ishares Tr 0-3 Mnth Treasry (SGOV) 1.8 $2.1M -9% 21k 100.27
 View chart
FactSet Research Systems (FDS) 1.7 $1.9M 4.0k 477.05
 View chart
Invesco Qqq Tr Unit Ser 1 (QQQ) 1.7 $1.9M +217% 4.7k 409.55
 View chart
Ishares Tr Global 100 Etf (IOO) 1.5 $1.7M +3587% 21k 80.52
 View chart
Invesco Exchange Traded Fd T S&p Mdcp Quality (XMHQ) 1.4 $1.6M 18k 88.71
 View chart
J P Morgan Exchange Traded F Diversfed Rtrn (JPME) 1.3 $1.5M +4% 16k 91.88
 View chart
Spdr Index Shs Fds Portfolio Devlpd (SPDW) 1.2 $1.4M +4% 40k 34.01
 View chart
Spdr Ser Tr Prtflo S&p500 Gw (SPYG) 1.1 $1.3M 20k 65.06
 View chart
Invesco Exchange Traded Fd T S&p 500 Top 50 (XLG) 1.1 $1.2M NEW 33k 37.72
 View chart
Alphabet Cap Stk Cl C (GOOG) 1.1 $1.2M +2% 8.5k 140.93
 View chart
Eli Lilly & Co. (LLY) 0.9 $1.0M 1.8k 582.92
 View chart
NVIDIA Corporation (NVDA) 0.9 $1.0M 2.0k 495.22
 View chart
Pacer Fds Tr Pacer Us Small (CALF) 0.8 $967k NEW 20k 48.03
 View chart
J P Morgan Exchange Traded F Diversfd Eqt Etf (JPSE) 0.8 $956k -51% 22k 44.06
 View chart
JPMorgan Chase & Co. (JPM) 0.8 $930k -15% 5.5k 170.09
 View chart
Global X Fds Us Infr Dev Etf (PAVE) 0.8 $867k -8% 25k 34.46
 View chart
Ishares Tr Russell 3000 Etf (IWV) 0.7 $829k 3.0k 273.75
 View chart
BlackRock (BLK) 0.7 $781k +3% 962.00 811.80
 View chart
Visa Com Cl A (V) 0.7 $776k +2% 3.0k 260.35
 View chart
Ishares Msci World Etf (URTH) 0.7 $743k NEW 5.6k 133.02
 View chart
First Tr Value Line Divid In SHS (FVD) 0.6 $726k 18k 40.56
 View chart
Home Depot (HD) 0.6 $642k +41% 1.9k 346.56
 View chart
Nextera Energy (NEE) 0.6 $627k -34% 10k 60.74
 View chart
Metropcs Communications (TMUS) 0.5 $596k 3.7k 160.33
 View chart
Alphabet Cap Stk Cl A (GOOGL) 0.5 $560k +5% 4.0k 139.69
 View chart
McDonald's Corporation (MCD) 0.5 $551k 1.9k 296.44
 View chart
Waste Connections (WCN) 0.5 $531k -2% 3.6k 149.27
 View chart
Millicom Intl Cellular S A Com Stk (TIGO) 0.5 $530k +152% 29k 18.00
 View chart
S&p Global (SPGI) 0.5 $517k 1.2k 440.52
 View chart
Progressive Corporation (PGR) 0.4 $510k 3.2k 159.28
 View chart
American Water Works (AWK) 0.4 $484k -2% 3.7k 131.99
 View chart
Verisk Analytics (VRSK) 0.4 $477k -2% 2.0k 238.86
 View chart
Mastercard Incorporated Cl A (MA) 0.4 $475k +4% 1.1k 426.32
 View chart
American Tower Reit (AMT) 0.4 $473k -26% 2.2k 215.92
 View chart
Pepsi (PEP) 0.4 $470k +2% 2.8k 169.84
 View chart
Procter & Gamble Company (PG) 0.4 $461k +2% 3.1k 146.53
 View chart
Thermo Fisher Scientific (TMO) 0.4 $459k +69% 865.00 530.79
 View chart
Nu Hldgs Ord Shs Cl A (NU) 0.4 $453k +43% 54k 8.33
 View chart
Service Corporation International (SCI) 0.4 $449k -3% 6.6k 68.45
 View chart
Zoetis Cl A (ZTS) 0.4 $434k 2.2k 197.37
 View chart
Tesla Motors (TSLA) 0.4 $427k +15% 1.7k 248.48
 View chart
UnitedHealth (UNH) 0.4 $411k +10% 781.00 526.47
 View chart
Cheniere Energy Com New (LNG) 0.4 $404k 2.4k 170.71
 View chart
Select Sector Spdr Tr Technology (XLK) 0.4 $400k +122% 2.1k 192.49
 View chart
Chevron Corporation (CVX) 0.3 $386k 2.6k 149.16
 View chart
Adobe Systems Incorporated (ADBE) 0.3 $384k +13% 644.00 596.60
 View chart
Costco Wholesale Corporation (COST) 0.3 $383k +3% 580.00 660.08
 View chart
Ishares Tr 0-5 Yr Tips Etf (STIP) 0.3 $365k +831% 3.7k 98.59
 View chart
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) 0.3 $349k -19% 2.2k 157.80
 View chart
Johnson & Johnson (JNJ) 0.3 $345k +3% 2.2k 156.77
 View chart
Blackstone Group Inc Com Cl A (BX) 0.3 $317k 2.4k 130.92
 View chart
Cintas Corporation (CTAS) 0.3 $301k 500.00 602.66
 View chart
CSX Corporation (CSX) 0.3 $287k NEW 8.3k 34.67
 View chart
Merck & Co (MRK) 0.3 $286k 2.6k 109.02
 View chart
Coca-Cola Company (KO) 0.2 $278k -6% 4.7k 58.93
 View chart
TransDigm Group Incorporated (TDG) 0.2 $270k -6% 267.00 1011.60
 View chart
Waste Management (WM) 0.2 $269k 1.5k 179.10
 View chart
International Business Machines (IBM) 0.2 $267k 1.6k 163.55
 View chart
Abbvie (ABBV) 0.2 $263k 1.7k 154.97
 View chart
Alcon Ord Shs (ALC) 0.2 $259k 3.3k 78.00
 View chart
Synopsys (SNPS) 0.2 $250k 485.00 514.91
 View chart
Quanta Services (PWR) 0.2 $235k -4% 1.1k 215.80
 View chart
salesforce (CRM) 0.2 $227k NEW 864.00 263.14
 View chart
United Parcel Service CL B (UPS) 0.2 $215k 1.4k 157.23
 View chart
Clorox Company (CLX) 0.2 $214k NEW 1.5k 142.59
 View chart
Abbott Laboratories (ABT) 0.2 $207k NEW 1.9k 110.07
 View chart
Trane Technologies SHS (TT) 0.2 $205k NEW 840.00 243.90
 View chart
Virgin Galactic Holdings Inc virgin galactic holdings (SPCE) 0.0 $25k +17% 10k 2.45
 View chart
Glimpse Group (VRAR) 0.0 $20k 18k 1.13
 View chart

Past Filings by LWM Advisory Services

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