Lwm Advisory Services, LLC Top Holdings and 13F Report (2025) About Lwm Advisory Services, LLCInvestment ActivityLwm Advisory Services, LLC has $143.82 million in total holdings as of December 31, 2024.Lwm Advisory Services, LLC owns shares of 95 different stocks, but just 29 companies or ETFs make up 80% of its holdings.Approximately 9.89% of the portfolio was purchased this quarter.About 4.46% of the portfolio was sold this quarter.This quarter, Lwm Advisory Services, LLC has purchased 93 new stocks and bought additional shares in 22 stocks.Lwm Advisory Services, LLC sold shares of 43 stocks and completely divested from 6 stocks this quarter.Largest Holdings SPDR S&P 500 ETF Trust $20,611,136Pacer US Cash Cows 100 ETF $8,647,157Apple $8,098,440Invesco S&P Emerging Markets Low Volatility ETF $7,907,389Global X U.S. Infrastructure Development ETF $7,169,956 Largest New Holdings this Quarter WisdomTree Bloomberg Floating Rate Treasury Fund $1,604,280 HoldingBLACKROCK INC $897,996 HoldingYPF Sociedad Anónima $492,096 HoldingPampa Energía $416,484 HoldingiShares National Muni Bond ETF $364,934 Holding Largest Purchases this Quarter SPDR Gold MiniShares Trust 115,755 shares (about $6.02M)WisdomTree Bloomberg Floating Rate Treasury Fund 31,882 shares (about $1.60M)BLACKROCK INC 876 shares (about $898.00K)Pacer US Cash Cows 100 ETF 14,895 shares (about $841.27K)Invesco S&P 500 Momentum ETF 5,680 shares (about $539.65K) Largest Sales this Quarter SPDR S&P 500 ETF Trust 1,091 shares (about $639.41K)Apple 1,836 shares (about $458.93K)Microsoft 888 shares (about $373.90K)Invesco S&P MidCap Quality ETF 3,512 shares (about $345.83K)Tesla 701 shares (about $271.58K) Sector Allocation Over TimeMap of 500 Largest Holdings ofLwm Advisory Services, LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorSPYSPDR S&P 500 ETF Trust$20,611,136$639,409 ▼-3.0%35,16814.3%FinanceCOWZPacer US Cash Cows 100 ETF$8,647,157$841,271 ▲10.8%153,1016.0%ETFAAPLApple$8,098,440$458,926 ▼-5.4%32,3995.6%Computer and TechnologyEELVInvesco S&P Emerging Markets Low Volatility ETF$7,907,389$157,596 ▲2.0%337,7785.5%ETFPAVEGlobal X U.S. Infrastructure Development ETF$7,169,956$40,127 ▼-0.6%177,4305.0%ETFGLDMSPDR Gold MiniShares Trust$7,128,156$6,018,115 ▲542.2%137,1065.0%FinanceJMUBJPMorgan Municipal ETF$6,639,634$225,425 ▲3.5%132,3954.6%ETFBRK.BBerkshire Hathaway$4,034,755$14,499 ▼-0.4%8,9052.8%FinanceMSFTMicrosoft$4,009,739$373,900 ▼-8.5%9,5232.8%Computer and TechnologyAMZNAmazon.com$3,642,195$137,814 ▼-3.6%16,5972.5%Retail/WholesaleNVDANVIDIA$3,531,061$137,266 ▼-3.7%26,1102.5%Computer and TechnologySPMOInvesco S&P 500 Momentum ETF$3,329,488$539,650 ▲19.3%35,0442.3%ETFXLGInvesco S&P 500 Top 50 ETF$3,214,172$342,925 ▲11.9%64,3352.2%ETFBYLDiShares Yield Optimized Bond ETF$2,904,414$307,584 ▲11.8%131,0362.0%ETFQQQInvesco QQQ$2,767,617$173,775 ▼-5.9%5,4151.9%FinanceIOOiShares Global 100 ETF$2,612,505$199,326 ▲8.3%25,9251.8%ETFXMHQInvesco S&P MidCap Quality ETF$2,067,782$345,828 ▼-14.3%20,9991.4%ETFFDSFactSet Research Systems$1,921,1200.0%4,0001.3%Business ServicesGOOGAlphabet$1,631,309$16,761 ▼-1.0%8,5651.1%Computer and TechnologyUSFRWisdomTree Bloomberg Floating Rate Treasury Fund$1,604,280$1,604,280 ▲New Holding31,8821.1%FinanceJPMEJPMorgan Diversified Return U.S. Mid Cap Equity ETF$1,590,558$143,460 ▲9.9%15,5221.1%ETFLLYEli Lilly and Company$1,423,806$33,202 ▲2.4%1,8441.0%MedicalQQQMInvesco NASDAQ 100 ETF$1,385,272$92,394 ▲7.1%6,5821.0%ETFSPYGSPDR Portfolio S&P 500 Growth ETF$1,365,510$57,310 ▼-4.0%15,5350.9%ETFJPMJPMorgan Chase & Co.$1,308,668$9,591 ▼-0.7%5,4580.9%FinanceSMLFiShares U.S. Small Cap Equity Factor ETF$1,278,083$128,119 ▼-9.1%18,9340.9%ETFXLKTechnology Select Sector SPDR Fund$1,107,411$61,613 ▼-5.3%4,7630.8%ETFNEENextEra Energy$1,095,470$13,190 ▼-1.2%15,2820.8%UtilitiesJPSEJPMorgan Diversified Return U.S. Small Cap Equity ETF$1,055,669$106,817 ▲11.3%22,5530.7%ETFIWViShares Russell 3000 ETF$1,016,171$35,432 ▼-3.4%3,0400.7%ETFBLACKROCK INC$897,996$897,996 ▲New Holding8760.6%COMGOOGLAlphabet$855,187$50,372 ▼-5.6%4,5160.6%Computer and TechnologySPDWSPDR Portfolio Developed World ex-US ETF$850,158$78,603 ▼-8.5%24,9090.6%ETFVVisa$833,640$19,233 ▼-2.3%2,6440.6%Business ServicesISHARES BITCOIN TRUST ETF$789,1190.0%14,8750.5%SHS BEN INTIWBiShares Russell 1000 ETF$728,348$47,032 ▲6.9%2,2610.5%ETFNUNU$719,2430.0%69,4250.5%FinanceCHENIERE ENERGY INC$593,041$28,578 ▼-4.6%2,7600.4%COM NEWFVDFirst Trust Value Line Dividend Index Fund$578,627$141,438 ▼-19.6%13,2590.4%ETFSGOViShares 0-3 Month Treasury Bond ETF$557,478$181,780 ▲48.4%5,5570.4%ETFTMUST-Mobile US$553,370$13,653 ▼-2.4%2,5130.4%Computer and TechnologySTIPiShares 0-5 Year TIPS Bond ETF$552,706$85,713 ▲18.4%5,4940.4%ETFBXBlackstone$546,744$23,449 ▼-4.1%3,1710.4%FinanceMETAMeta Platforms$544,212$28,271 ▲5.5%9240.4%Computer and TechnologyMAMastercard$543,3150.0%1,0380.4%Business ServicesMCDMcDonald's$534,6370.0%1,8400.4%Retail/WholesaleDIASPDR Dow Jones Industrial Average ETF Trust$532,4810.0%1,2510.4%FinanceHDHome Depot$526,170$87,501 ▼-14.3%1,3530.4%Retail/WholesaleWCNWaste Connections$507,433$11,318 ▼-2.2%2,9590.4%Business ServicesCOSTCostco Wholesale$504,773$14,605 ▲3.0%5530.4%Retail/WholesaleURTHiShares MSCI World ETF$504,1310.0%3,2420.4%ETFSPGIS&P Global$499,557$6,966 ▼-1.4%1,0040.3%Business ServicesIBMInternational Business Machines$493,271$131,011 ▲36.2%2,2440.3%Computer and TechnologyYPFYPF Sociedad Anónima$492,096$492,096 ▲New Holding11,5760.3%Oils/EnergyAWKAmerican Water Works$475,7780.0%3,8260.3%UtilitiesGSThe Goldman Sachs Group$439,772$19,469 ▼-4.2%7680.3%FinanceAMTAmerican Tower$435,273$28,872 ▼-6.2%2,3820.3%FinanceSCIService Co. International$425,680$20,673 ▼-4.6%5,3330.3%Consumer StaplesVRSKVerisk Analytics$424,988$19,005 ▼-4.3%1,5430.3%Business ServicesPGProcter & Gamble$417,680$17,236 ▲4.3%2,4960.3%Consumer StaplesPAMPampa Energía$416,484$416,484 ▲New Holding4,7360.3%UtilitiesTSLATesla$406,008$271,576 ▼-40.1%1,0480.3%Auto/Tires/TrucksFEFirstEnergy$404,857$17,549 ▼-4.2%10,1740.3%UtilitiesETNEaton$398,244$18,917 ▼-4.5%1,2000.3%Industrial ProductsALCAlcon$387,513$148,691 ▲62.3%4,5660.3%MedicalTMOThermo Fisher Scientific$387,015$162,734 ▼-29.6%7420.3%MedicalPEPPepsiCo$386,183$7,721 ▼-2.0%2,5510.3%Consumer StaplesGTLSChart Industries$382,634$10,687 ▼-2.7%2,0050.3%Industrial ProductsUNHUnitedHealth Group$379,570$6,057 ▼-1.6%7520.3%MedicalCVXChevron$375,1410.0%2,5850.3%Oils/EnergyMUBiShares National Muni Bond ETF$364,934$364,934 ▲New Holding3,4250.3%ETFZTSZoetis$363,372$10,419 ▼-2.8%2,2320.3%MedicalNFLXNetflix$328,300$28,470 ▲9.5%3690.2%Consumer DiscretionaryCTASCintas$324,1200.0%1,7800.2%Business ServicesABBVAbbVie$314,6560.0%1,7690.2%MedicalTTTrane Technologies$314,0260.0%8400.2%ConstructionWMWaste Management$302,6850.0%1,5000.2%Business ServicesBROOKFIELD INFRASTRUCTURE CO$285,351$285,351 ▲New Holding7,1320.2%COM SUB VTG ATDGTransDigm Group$271,198$12,673 ▼-4.5%2140.2%AerospaceADBEAdobe$269,727$6,622 ▼-2.4%6110.2%Computer and TechnologyTIGOMillicom International Cellular$266,0560.0%10,6380.2%Computer and TechnologyOMFLInvesco Russell 1000 Dynamic Multifactor ETF$265,239$104,447 ▼-28.3%4,8910.2%ETFCRMSalesforce$265,052$265,052 ▲New Holding7980.2%Computer and TechnologyVOOVanguard S&P 500 ETF$263,4780.0%4890.2%ETFPWRQuanta Services$246,0900.0%7800.2%ConstructionWMTWalmart$236,918$4,329 ▲1.9%2,6270.2%Retail/WholesaleSNPSSynopsys$234,1340.0%4850.2%Computer and TechnologyABTAbbott Laboratories$217,7810.0%1,9250.2%MedicalCSXCSX$216,677$94,964 ▼-30.5%6,7150.2%TransportationMRKMerck & Co., Inc.$215,842$37,283 ▼-14.7%2,1710.2%MedicalCBChubb$209,9580.0%7600.1%FinanceQCOMQUALCOMM$209,514$209,514 ▲New Holding1,3640.1%Computer and TechnologyCHDChurch & Dwight$209,4200.0%2,0000.1%Consumer StaplesMELIMercadoLibre$207,4540.0%1220.1%Retail/WholesaleVRARThe Glimpse Group$43,4790.0%17,6030.0%Business ServicesBLKBlackRock$0$853,610 ▼-100.0%00.0%FinanceBIPCBrookfield Infrastructure$0$477,233 ▼-100.0%00.0%UtilitiesCPCanadian Pacific Kansas City$0$355,956 ▼-100.0%00.0%TransportationFCXFreeport-McMoRan$0$338,158 ▼-100.0%00.0%Basic MaterialsBMRNBioMarin Pharmaceutical$0$216,493 ▼-100.0%00.0%MedicalShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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