LA
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LWM Advisory Services, LLC13F | |
| LWM Advisory Services, LLC | |
| Last update 2025-05-13 | 96 Stocks (6 new) |
| Value $144.00 Mil | Turnover 13 % |
LWM Advisory Services, LLC Top Holdings of 2025-03-31
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| Ticker | | Company | Shares | Value ($1000) | Shares Change % | Weighting % | Trade Impact % | % of Shares outstanding | 3M Change % | YTD Change % | Market Cap $Mil | Industry |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
SPY | SPDR S&P 500 ETF Trust | 19,847 | 11,102.0 | -43.57% | 7.710 | -6.24% | 0.000 | +19.57% | +7.72% | 643,289.7 | ||
GLDM | SPDR Gold MiniShares Trust | 161,714 | 10,008.5 | +17.95% | 6.950 | +1.06% | 0.070 | +0.81% | +27.54% | 16,037.6 | ||
EELV |
Invesco S&P Emerging Markets Low Volatility ETF
Invesco S&P Emerging Markets Low Volatility ETF
| 355,162 | 8,624.2 | +5.15% | 5.990 | +0.29% | 2.380 | +9.41% | +14.13% | 393.5 | ||
RSP | Invesco S&P 500 Equal Weight ETF | 49,107 | 8,506.8 | New Holding | 5.910 | +5.91% | 0.010 | +13.69% | +6.04% | 74,012.7 | ||
COWZ | Pacer US Cash Cows 100 ETF | 132,312 | 7,245.4 | -13.58% | 5.030 | -0.82% | 0.030 | +11.37% | -0.56% | 20,494.6 | ||
PAVE |
Global X U.S. Infrastructure Development ETF
Global X U.S. Infrastructure Development ETF
| 181,649 | 6,853.6 | +2.38% | 4.760 | +0.11% | 0.090 | +25.78% | +12.71% | 8,978.0 | ||
JMUB | JPMorgan Municipal ETF | 136,203 | 6,810.2 | +2.88% | 4.730 | +0.13% | 0.240 | +0.64% | -0.40% | 3,070.6 | ||
AAPL | Apple Inc | 29,691 | 6,597.6 | -8.36% | 4.580 | -0.47% | 0.000 | +7.35% | -15.47% | 3,154,147.7 | Hardware | |
BRK.B | Berkshire Hathaway Inc | 9,873 | 5,258.2 | +10.87% | 3.650 | +0.36% | 0.000 | -8.57% | +4.53% | 1,022,296.6 | Insurance | |
USFR |
WisdomTree Floating Rate Treasury Fund
WisdomTree Floating Rate Treasury Fund
| 82,292 | 4,141.8 | +158.11% | 2.880 | +1.76% | 0.020 | +1.13% | +2.37% | 18,637.0 |
LWM Advisory Services, LLC's Historical Top Holdings Breakdowns
LWM Advisory Services, LLC's Top Stock Picks
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| Ticker | | Company | Date | Action | Impact % | Price Range | Price | Price Change from Avrg% | Comment | Current Shares | Share Change |
|---|---|---|---|---|---|---|---|---|---|---|---|
SPY | SPDR S&P 500 ETF Trust | 2025-03-31 | Reduce Reduce | -6.24% | 551.42 ($587.78) 612.93 | $627.58 | 6.77% | Reduce -43.57% | 19,847 | -15,321 | |
RSP | Invesco S&P 500 Equal Weight ETF | 2025-03-31 | New Buy New Buy | +5.91% | 169.43 ($177.82) 182.84 | $184.18 | 3.58% | New holding | 49,107 | 49,107 | |
USFR |
WisdomTree Floating Rate Treasury Fund
WisdomTree Floating Rate Treasury Fund
| 2025-03-31 | Add Add | +1.76% | 50.29 ($50.4) 50.5 | $50.44 | 0.08% | Add 158.11% | 82,292 | 50,410 | |
FDL |
First Trust Morningstar Dividend Leaders Index Fund
First Trust Morningstar Dividend Leaders Index Fund
| 2025-03-31 | New Buy New Buy | +1.66% | 39.71 ($42.26) 43.88 | $42.42 | 0.38% | New holding | 54,945 | 54,945 | |
GLDM | SPDR Gold MiniShares Trust | 2025-03-31 | Add Add | +1.06% | 52.19 ($56.8) 61.89 | $66.31 | 16.74% | Add 17.95% | 161,714 | 24,608 | |
COWZ | Pacer US Cash Cows 100 ETF | 2025-03-31 | Reduce Reduce | -0.82% | 53.6 ($56.92) 58.97 | $55.76 | -2.04% | Reduce -13.58% | 132,312 | -20,789 | |
XLG | Invesco S&P 500 Top 50 ETF | 2025-03-31 | Reduce Reduce | -0.78% | 45.72 ($49.35) 51.73 | $53.12 | 7.64% | Reduce -34.77% | 41,964 | -22,371 | |
XMHQ | Invesco S&P MidCap Quality ETF | 2025-03-31 | Reduce Reduce | -0.48% | 89.18 ($97.46) 104.04 | $99.53 | 2.12% | Reduce -33.47% | 13,970 | -7,029 | |
AAPL | Apple Inc | 2025-03-31 | Reduce Reduce | -0.47% | 209.68 ($231.67) 247.1 | $211.18 | -8.84% | Reduce -8.36% | 29,691 | -2,708 | |
BRK.B | Berkshire Hathaway Inc | 2025-03-31 | Add Add | +0.36% | 442.66 ($486.15) 534.52 | $473.80 | -2.54% | Add 10.87% | 9,873 | 968 |
LWM Advisory Services, LLC Total Holding History ($B)
LWM Advisory Services, LLC's Asset Allocation
LWM Advisory Services, LLC Past Portfolios
| Portfolio Date | Number of Stocks | New Stocks | Total Value ($Mil) | Q/Q Turnover |
|---|---|---|---|---|
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LWM Advisory Services, LLC's Hypothetical Growth since 2025-03-31
LWM Advisory Services, LLC's Yearly Returns
| Year | Portfolio % | % | Excess Gain % |
|---|
LWM Advisory Services, LLC's Holdings Heat Map
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LWM Advisory Services, LLC's Holdings Bubble Chart
LWM Advisory Services, LLC News
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