LWM Advisory Services

LWM Advisory Services as of Sept. 30, 2025

Portfolio Holdings for LWM Advisory Services

LWM Advisory Services holds 93 positions in its portfolio as reported in the September 2025 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Spdr S&p 500 Etf Tr Tr Unit (SPY) 17.2 $30M 44k 666.19
J P Morgan Exchange Traded F Flexible Debt Et 7.4 $13M 253k 50.22
World Gold Tr Spdr Gld Minis (GLDM) 7.2 $12M 162k 76.45
Invesco Exch Traded Fd Tr Ii S&p Emrng Mkts (EELV) 5.7 $9.8M 370k 26.62
Apple (AAPL) 4.5 $7.6M 30k 254.75
J P Morgan Exchange Traded F Municipal Etf (JMUB) 3.9 $6.6M 131k 50.47
Berkshire Hathaway Inc Del Cl B New (BRK.B) 3.0 $5.1M 10k 502.62
Wisdomtree Tr Floatng Rat Trea (USFR) 3.0 $5.1M 102k 50.27
NVIDIA Corporation (NVDA) 2.9 $4.9M 26k 186.40
Microsoft Corporation (MSFT) 2.8 $4.7M 9.1k 519.34
Invesco Exch Traded Fd Tr Ii S&p 500 Momntm (SPMO) 2.6 $4.5M 37k 121.06
Amazon (AMZN) 2.1 $3.6M 16k 219.61
Invesco Qqq Tr Unit Ser 1 (QQQ) 1.8 $3.0M 5.1k 600.40
Ishares Tr Yld Optim Bd (BYLD) 1.7 $2.9M 128k 22.92
Ishares Tr Global 100 Etf (IOO) 1.6 $2.8M 23k 120.01
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM) 1.5 $2.6M 11k 247.11
Select Sector Spdr Tr Technology (XLK) 1.5 $2.6M 9.1k 281.87
Invesco Exchange Traded Fd T S&p 500 Top 50 (XLG) 1.4 $2.5M 43k 57.52
Alphabet Cap Stk Cl C (GOOG) 1.1 $2.0M 8.0k 243.96
Ishares Tr Rus Md Cp Gr Etf (IWP) 1.0 $1.7M 12k 142.41
JPMorgan Chase & Co. (JPM) 1.0 $1.7M 5.4k 314.62
J P Morgan Exchange Traded F Diversfed Rtrn (JPME) 1.0 $1.7M 16k 108.45
Ishares Tr Us Sml Cap Eqt (SMLF) 0.9 $1.5M 20k 74.35
Spdr Series Trust Prtflo S&p500 Gw (SPYG) 0.9 $1.5M 14k 104.52
Invesco Exch Traded Fd Tr Ii S&p 500 Revenue (RWL) 0.8 $1.3M 12k 110.66
Eli Lilly & Co. (LLY) 0.7 $1.2M 1.6k 765.23
Nextera Energy (NEE) 0.7 $1.2M 16k 75.53
Ishares Tr Rus 1000 Val Etf (IWD) 0.7 $1.2M 5.8k 203.59
Wisdomtree Tr Efficient Gld Pl (GDE) 0.7 $1.2M 20k 57.41
Ishares Tr Russell 3000 Etf (IWV) 0.7 $1.2M 3.0k 378.96
FactSet Research Systems (FDS) 0.7 $1.1M 4.0k 286.49
J P Morgan Exchange Traded F Diversfd Eqt Etf (JPSE) 0.7 $1.1M 23k 49.81
Alphabet Cap Stk Cl A (GOOGL) 0.6 $1.1M 4.4k 245.92
Blackrock (BLK) 0.6 $1.0M 879.00 1165.89
Spdr Index Shs Fds Portfolio Devlpd (SPDW) 0.6 $1.0M 24k 42.79
Ishares Bitcoin Trust Etf Shs Ben Int (IBIT) 0.6 $967k 15k 65.00
Vaneck Etf Trust Vaneck Shrt Muni (SMB) 0.5 $909k 52k 17.42
Ishares Tr Rus 1000 Etf (IWB) 0.5 $811k 2.2k 365.48
Visa Com Cl A (V) 0.5 $788k 2.3k 344.37
Meta Platforms Cl A (META) 0.4 $699k 956.00 730.65
Nu Hldgs Ord Shs Cl A (NU) 0.4 $658k 41k 16.01
Global X Fds Us Infr Dev Etf (PAVE) 0.4 $613k 13k 47.63
International Business Machines (IBM) 0.4 $609k 2.2k 282.76
First Tr Exchange-traded SHS (FVD) 0.3 $595k 13k 46.24
Ishares Msci World Etf (URTH) 0.3 $589k 3.2k 181.56
Spdr Dow Jones Indl Average Ut Ser 1 (DIA) 0.3 $581k 1.3k 463.79
Metropcs Communications (TMUS) 0.3 $575k 2.4k 235.79
Blackstone Group Inc Com Cl A (BX) 0.3 $565k 3.3k 170.85
Ishares Tr 0-5 Yr Tips Etf (STIP) 0.3 $560k 5.4k 103.36
Mastercard Incorporated Cl A (MA) 0.3 $544k 944.00 576.04
FirstEnergy (FE) 0.3 $537k 12k 45.84
Waste Connections (WCN) 0.3 $532k 3.0k 175.86
S&p Global (SPGI) 0.3 $529k 1.1k 486.12
Millicom Intl Cellular S A Com Stk (TIGO) 0.3 $516k 11k 48.54
Home Depot (HD) 0.3 $509k 1.3k 399.25
McDonald's Corporation (MCD) 0.3 $485k 1.6k 302.89
American Water Works (AWK) 0.3 $474k 3.4k 139.16
Thermo Fisher Scientific (TMO) 0.3 $462k 912.00 506.28
Costco Wholesale Corporation (COST) 0.3 $457k 497.00 918.53
Canadian Pacific Kansas City (CP) 0.3 $447k 6.0k 74.50
Chevron Corporation (CVX) 0.3 $444k 2.9k 155.23
Eaton Corp SHS (ETN) 0.3 $444k 1.2k 374.26
Service Corporation International (SCI) 0.3 $443k 5.3k 83.22
Tesla Motors (TSLA) 0.3 $436k 973.00 447.84
Procter & Gamble Company (PG) 0.3 $431k 2.8k 153.41
Texas Instruments Incorporated (TXN) 0.2 $425k 2.3k 183.67
Cheniere Energy Com New (LNG) 0.2 $420k 1.8k 234.98
Nasdaq Omx (NDAQ) 0.2 $414k 4.7k 88.45
MercadoLibre (MELI) 0.2 $402k 172.00 2336.93
Abbvie (ABBV) 0.2 $394k 1.7k 231.49
Verisk Analytics (VRSK) 0.2 $388k 1.5k 251.51
Draftkings Com Cl A (DKNG) 0.2 $372k 9.9k 37.40
American Tower Reit (AMT) 0.2 $370k 1.9k 192.39
Vanguard Index Fds S&p 500 Etf Shs (VOO) 0.2 $360k 587.00 612.38
Waste Management (WM) 0.2 $349k 1.6k 220.83
Alcon Ord Shs (ALC) 0.2 $340k 4.6k 74.49
Netflix (NFLX) 0.2 $333k 280.00 1190.65
TransDigm Group Incorporated (TDG) 0.2 $297k 225.00 1318.02
Brookfield Infrastructure Com Sub Vtg A (BIPC) 0.2 $293k 7.1k 41.12
Cintas Corporation (CTAS) 0.2 $288k 1.4k 199.07
Trane Technologies SHS (TT) 0.2 $276k 650.00 424.74
Applovin Corp Com Cl A (APP) 0.2 $270k 375.00 718.54
Zoetis Cl A (ZTS) 0.2 $264k 1.8k 146.07
Pampa Energia S A Spons Adr Lvl I (PAM) 0.2 $263k 4.4k 60.06
Ishares Tr 0-3 Mnth Treasry (SGOV) 0.1 $254k 2.5k 100.70
Ypf Sociedad Anonima Spon Adr Cl D (YPF) 0.1 $247k 10k 24.29
Spotify Technology S A SHS (SPOT) 0.1 $241k 345.00 698.00
Abbott Laboratories (ABT) 0.1 $241k 1.8k 133.94
Quanta Services (PWR) 0.1 $232k 546.00 425.71
Qualcomm (QCOM) 0.1 $230k 1.4k 166.49
Wal-Mart Stores (WMT) 0.1 $222k 2.2k 102.98
Chubb (CB) 0.1 $212k 752.00 282.25
UnitedHealth (UNH) 0.1 $208k 591.00 352.18