Filer Name: LWM ADVISORY SERVICES, LLC
CIK: 1697716
Period: 2024-12-31
Filed At: 2025-02-03
Number of Holdings: 95
Portfolio Value: $0.14B

Lwm Advisory Services, Llc Top Holdings

Ticker Exchange Security Shares Value % of Portfolio Position Change Put/Call
SPY US SPDR S&P 500 ETF TRUST 35,168 $21M 14.33% -3.0% -
COWZ US PACER US CASH COWS 100 ETF 153,101 $9M 6.01% 10.8% -
AAPL US APPLE INC 32,399 $8M 5.63% -5.4% -
EELV US INVESCO S&P EMERGING MARKETS 337,778 $8M 5.50% 2.0% -
PAVE US GLOBAL X US INFRASTRUCTURE 177,430 $7M 4.99% -0.6% -
GLDM US SPDR GOLD MINISHARES TRUST 137,106 $7M 4.96% 542.2% -
JMUB US JPMORGAN MUNICIPAL ETF 132,395 $7M 4.62% 3.5% -
BRK/B US BERKSHIRE HATHAWAY INC-CL B 8,905 $4M 2.81% -0.4% -
MSFT US MICROSOFT CORP 9,523 $4M 2.79% -8.5% -
AMZN US AMAZON.COM INC 16,597 $4M 2.53% -3.6% -
NVDA US NVIDIA CORP 26,110 $4M 2.46% -3.7% -
SPMO US INVESCO S&P 500 MOMENTUM ETF 35,044 $3M 2.31% 19.3% -
XLG US INVESCO S&P 500 TOP 50 ETF 64,335 $3M 2.23% 11.9% -
BYLD US ISHARES YIELD OPTIMIZED BOND 131,036 $3M 2.02% 11.8% -
QQQ US INVESCO QQQ TRUST SERIES 1 5,415 $3M 1.92% -5.9% -
IOO US ISHARES GLOBAL 100 ETF 25,925 $3M 1.82% 8.3% -
XMHQ US INVESCO S&P MIDCAP QUAL ETF 20,999 $2M 1.44% -14.3% -
FDS US FACTSET RESEARCH SYSTEMS INC 4,000 $2M 1.34% - -
GOOG US ALPHABET INC-CL C 8,565 $2M 1.13% -1.0% -
USFR US WISDOMTREE FLOATING RATE TRE 31,882 $2M 1.12% 100.0% -
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