The Analysis of LWM Advisory Services, LLC's Holdings
Currently, LWM Advisory Services, LLC holds 83 types of securities in its portfolio with a total value $170.7M. In the most recent quarter, they have increased their positions in JMUB (+27.9K shares, valued at $1.4M), XLK (+9.0K shares, valued at $1.3M), SPY (+834 shares, valued at $568.7K); decreased their positions in LLY (-690 shares, valued at $741.5K), NEE (-7.7K shares, valued at $620.6K), USFR (-9.6K shares, valued at $482.3K); initiated new positions in SHV (+4.0K shares, valued at $436.7K), IDV (+9.5K shares, valued at $373.2K), APH (+2.4K shares, valued at $324.6K). Stock Holdings
TickerCompany NameSharesShares âŗ%Event DateReport DateHistory
SPY SPDR S&P 500 ETF TR45.2K shares1.88%2025-12-312026-02-12
GLDM WORLD GOLD TR157.6K shares-2.42%2025-12-312026-02-12 JFLX J P MORGAN EXCHANGE TRADED F257.5K shares1.98%2025-12-312026-02-12 EELV INVESCO EXCH TRADED FD TR II377.8K shares2.14%2025-12-312026-02-12 AAPL APPLE INC31.3K shares4.22%2025-12-312026-02-12 JMUB J P MORGAN EXCHANGE TRADED F158.8K shares21.30%2025-12-312026-02-12 NVDA NVIDIA CORPORATION25.8K shares-2.02%2025-12-312026-02-12 USFR WISDOMTREE TR92.5K shares-9.39%2025-12-312026-02-12 SPMO INVESCO EXCH TRADED FD TR II37.0K shares-0.77%2025-12-312026-02-12 MSFT MICROSOFT CORP8.4K shares-7.47%2025-12-312026-02-12 AMZN AMAZON COM INC16.6K shares1.53%2025-12-312026-02-12 BYLD ISHARES TR133.6K shares4.13%2025-12-312026-02-12 IOO ISHARES TR24.0K shares3.59%2025-12-312026-02-12 XLK SELECT SECTOR SPDR TR18.2K shares99.20%2025-12-312026-02-12 QQQM INVESCO EXCH TRADED FD TR II10.1K shares-4.94%2025-12-312026-02-12 XLG INVESCO EXCHANGE TRADED FD T42.2K shares-1.32%2025-12-312026-02-12 ALPHABET INC ALPHABET INC7.9K shares-1.29%2025-12-312026-02-12 JPME J P MORGAN EXCHANGE TRADED F16.1K shares3.94%2025-12-312026-02-12 SPYG SPDR SERIES TRUST16.2K shares14.11%2025-12-312026-02-12 IWP ISHARES TR11.4K shares-5.32%2025-12-312026-02-12 SMLF ISHARES TR20.1K shares-0.44%2025-12-312026-02-12 IWD ISHARES TR6.7K shares14.96%2025-12-312026-02-12 RWL INVESCO EXCH TRADED FD TR II12.3K shares2.63%2025-12-312026-02-12 JPM JPMORGAN CHASE & CO.4.3K shares-19.76%2025-12-312026-02-12 ALPHABET INC ALPHABET INC4.5K shares0.86%2025-12-312026-02-12 SPDW SPDR INDEX SHS FDS28.1K shares19.25%2025-12-312026-02-12 GDE WISDOMTREE TR20.2K shares0.00%2025-12-312026-02-12 JPSE J P MORGAN EXCHANGE TRADED F23.5K shares3.90%2025-12-312026-02-12 IWV ISHARES TR3.0K shares0.00%2025-12-312026-02-12 LLY ELI LILLY & CO899 shares-43.42%2025-12-312026-02-12 IWB ISHARES TR2.3K shares3.38%2025-12-312026-02-12 V VISA INC2.3K shares-0.66%2025-12-312026-02-12 IBIT ISHARES BITCOIN TRUST ETF15.0K shares1.10%2025-12-312026-02-12 URTH ISHARES INC3.9K shares20.33%2025-12-312026-02-12 TSLA TESLA INC1.5K shares57.55%2025-12-312026-02-12 NEE NEXTERA ENERGY INC8.2K shares-48.54%2025-12-312026-02-12 PAVE GLOBAL X FDS13.7K shares6.57%2025-12-312026-02-12 IBM INTERNATIONAL BUSINESS MACHS2.1K shares-0.28%2025-12-312026-02-12 META META PLATFORMS INC959 shares0.31%2025-12-312026-02-12 DIA SPDR DOW JONES INDL AVERAGE1.3K shares0.08%2025-12-312026-02-12 FVD FIRST TR EXCHANGE-TRADED FD12.9K shares0.00%2025-12-312026-02-12 STIP ISHARES TR5.7K shares4.77%2025-12-312026-02-12 FE FIRSTENERGY CORP11.9K shares1.65%2025-12-312026-02-12 WCN WASTE CONNECTIONS INC3.0K shares0.00%2025-12-312026-02-12 MA MASTERCARD INCORPORATED928 shares-1.69%2025-12-312026-02-12 TMO THERMO FISHER SCIENTIFIC INC908 shares-0.44%2025-12-312026-02-12 SGOV ISHARES TR5.2K shares104.84%2025-12-312026-02-12 NU NU HLDGS LTD30.2K shares-26.46%2025-12-312026-02-12 NDAQ NASDAQ INC4.7K shares0.00%2025-12-312026-02-12 HD HOME DEPOT INC1.3K shares1.88%2025-12-312026-02-12 TIGO MILLICOM INTL CELLULAR S A8.0K shares-25.00%2025-12-312026-02-12 SHV ISHARES TR4.0K sharesnew addition2025-12-312026-02-12 COST COSTCO WHSL CORP NEW485 shares-2.41%2025-12-312026-02-12 SCI SERVICE CORP INTL5.3K shares-0.11%2025-12-312026-02-12 TMUS T-MOBILE US INC2.0K shares-18.88%2025-12-312026-02-12 PAM PAMPA ENERGIA S A4.2K shares-3.54%2025-12-312026-02-12 IDV ISHARES TR9.5K sharesnew addition2025-12-312026-02-12 LNG CHENIERE ENERGY INC1.8K shares-0.28%2025-12-312026-02-12 MELI MERCADOLIBRE INC172 shares0.00%2025-12-312026-02-12 YPF YPF SOCIEDAD ANONIMA9.6K shares-5.60%2025-12-312026-02-12 VRSK VERISK ANALYTICS INC1.5K shares-0.19%2025-12-312026-02-12 APH AMPHENOL CORP NEW2.4K sharesnew addition2025-12-312026-02-12 JEPI J P MORGAN EXCHANGE TRADED F5.5K sharesnew addition2025-12-312026-02-12 AON PLC AON PLC848 sharesnew addition2025-12-312026-02-12 KD KYNDRYL HLDGS INC10.6K sharesnew addition2025-12-312026-02-12 CTAS CINTAS CORP1.4K shares-0.41%2025-12-312026-02-12 APP APPLOVIN CORP372 shares-0.80%2025-12-312026-02-12 TT TRANE TECHNOLOGIES PLC640 shares-1.54%2025-12-312026-02-12 QCOM QUALCOMM INC1.4K shares0.51%2025-12-312026-02-12 NFLX NETFLIX INC2.5K shares785.71%2025-12-312026-02-12 PWR QUANTA SVCS INC541 shares-0.92%2025-12-312026-02-12 WMT WALMART INC2.0K shares-6.99%2025-12-312026-02-12 OEF ISHARES TR637 sharesnew addition2025-12-312026-02-12 USCB USCB FINANCIAL HOLDINGS INC11.7K sharesnew addition2025-12-312026-02-12 HON HONEYWELL INTL INC1.1K sharesnew addition2025-12-312026-02-12 AMD ADVANCED MICRO DEVICES INC953 sharesnew addition2025-12-312026-02-12 Call Option Holdings
No call option holdings data available
Put Option Holdings
No put option holdings data available