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CIK: 0001697716
Total reported value
$56.0M
$56.0M
88 檔
84.3%
In Q1 2024, LWM Advisory Services, LLC's U.S. equity holdings reached a combined market value of $56.0M, distributed across 88 disclosed stock positions.
During Q1 2024, LWM Advisory Services, LLC's portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | OMFL | Invesco Russell 1000 Dyn M/f | ETF-Other | 9.89% | — | -50.55% | |
| 2 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 9.02% | -4.56% | -0.63% | |
| 3 | COWZ | Pacer US Cash Cows 100 ETF | ETF-Other | 6.68% | — | +142.83% | |
| 4 | SGOV | Ishares 0-3 Month Treasury B | ETF-Gov Bonds | 6.68% | +0.63% | +1444.76% | |
| 5 | PAVE | Global X US Infrastructure | ETF-Other | 5.80% | -0.39% | EXIT | |
| 6 | JMUB | Jpmorgan Municipal ETF | ETF-Other | 5.04% | -3.52% | +9.11% | |
| 7 | AAPL | Apple Inc | Stock-Tech | 3.99% | -0.77% | -4.14% | |
| 8 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 3.02% | +0.45% | -1.35% | |
| 9 | MSFT | Microsoft CORP | Stock-Tech | 2.94% | +0.18% | +0.29% | |
| 10 | QQQM | Invesco Nasdaq 100 ETF | ETF-Tech | 2.50% | -0.76% | EXIT | |
| 11 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 2.41% | -0.93% | -0.52% | |
| 12 | BYLD | Ishares Yield Optimized Bond | ETF-Other | 2.13% | -0.68% | EXIT | |
| 13 | XMHQ | Invesco S&p Midcap Qual ETF | ETF-Other | 1.93% | — | +22.68% | |
| 14 | XLG | Invesco S&p 500 Top 50 ETF | ETF-Large Cap & Growth | 1.87% | -0.74% | EXIT | |
| 15 | NVDA | Nvidia CORP | Stock-Tech | 1.67% | +0.32% | +13.27% | |
| 16 | IOO | Ishares Global 100 ETF | ETF-Other | 1.64% | -0.61% | EXIT | |
| 17 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 1.57% | -0.22% | -4.32% | |
| 18 | FDS | Factset Research Systems Inc | Stock-Financials | 1.47% | — | — | |
| 19 | JPME | JPM Diver Ret US Mc Equity | ETF-Other | 1.29% | -0.23% | -0.28% | |
| 20 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-Large Cap & Growth | 1.15% | -0.43% | EXIT | |
| 21 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 1.14% | +0.45% | +8.98% | |
| 22 | LLY | Eli Lilly & Co | Stock-Healthcare | 1.12% | +1.12% | -0.50% | |
| 23 | NEE | Nextera Energy Inc | Stock-Utilities | 0.95% | +0.40% | +79.07% | |
| 24 | SPDW | Ste Str Spdr Pt Dw EU ETF | ETF-Other | 0.93% | -0.94% | EXIT | |
| 25 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.87% | +0.56% | -1.44% | |
| 26 | JPSE | JPM Diversified Rt Small Cap | ETF-Small Cap | 0.80% | +0.18% | +1.05% | |
| 27 | XLK | Ss Technology Select Sector | ETF-Tech | 0.73% | -0.78% | EXIT | |
| 28 | IWV | Ishares Russell 3000 ETF | ETF-Other | 0.73% | +0.38% | -0.63% | |
| 29 | NU | Nu Holdings Ltd. | Stock-Financials | 0.67% | +0.26% | +27.80% | |
| 30 | V | Visa Inc-class A Shares | Stock-Financials | 0.65% | +0.25% | -2.35% | |
| 31 | BLKCHF | Blackrock Inc | Stock-Other | 0.64% | — | -1.66% | |
| 32 | FVD | First Trust Value Line Dvd | ETF-Other | 0.61% | +0.37% | +0.07% | |
| 33 | HD | Home Depot Inc | Stock-Consumer Disc | 0.56% | -0.28% | EXIT | |
| 34 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.50% | +0.08% | +1.57% | |
| 35 | WCN | Waste Connections Inc | Stock-Industrials | 0.49% | +0.37% | -0.11% | |
| 36 | TMUS | T-mobile US Inc | Stock-Comm Services | 0.48% | +0.13% | -2.04% | |
| 37 | AMT | American Tower CORP | Stock-Real Estate | 0.46% | — | +30.88% | |
| 38 | EELV | Invesco S&p Emerging Markets | ETF-Emerging Markets | 0.45% | -2.36% | -93.00% | |
| 39 | LNG | Cheniere Energy Inc | Stock-Energy | 0.44% | -0.03% | +41.95% | |
| 40 | CALF | Pcr US Sm Cp Csh Cws Etf-usd | ETF-Other | 0.43% | — | -46.10% | |
| 41 | SMLF | Ishares US Smallcap Equity F | ETF-Other | 0.43% | -0.08% | — | |
| 42 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 0.41% | — | -2.80% | |
| 43 | TMO | Thermo Fisher Scientific Inc | Stock-Healthcare | 0.40% | +0.14% | -1.16% | |
| 44 | BX | Blackstone Inc | Stock-Financials | 0.40% | +0.20% | +55.84% | |
| 45 | SPGI | S&p Global Inc | Stock-Financials | 0.40% | — | -0.77% | |
| 46 | PEP | Pepsico Inc | Stock-Consumer Staples | 0.39% | — | +1.01% | |
| 47 | SCI | Service CORP International | Stock-Consumer Disc | 0.39% | +0.25% | +0.21% | |
| 48 | MA | Mastercard Inc - A | Stock-Financials | 0.39% | +0.10% | -10.04% | |
| 49 | URTH | Ishares Msci World ETF | ETF-Other | 0.38% | — | -41.92% | |
| 50 | AWK | American Water Works Co Inc | Stock-Utilities | 0.38% | — | +4.36% |
According to official SEC Form 13F filings, LWM Advisory Services, LLC reported a total U.S. public equity portfolio value of $56.0M across 88 disclosed positions in Q1 2024.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
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In terms of portfolio concentration, the top 5 core holdings (including OMFL, SPY, COWZ) accounted for 84.3% of total reported equity market value during Q1 2024.
During Q1 2024, LWM Advisory Services, LLC's top holdings by market value included OMFL (9.9%)、SPY (9.0%)、COWZ (6.7%). The largest single position, OMFL, represented 9.9% of total portfolio value.
In Q1 2024, LWM Advisory Services, LLC made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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