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CIK: 0001697716
Total reported value
$56.0M
$56.0M
80 檔
80.7%
As reported in its official Q2 2024 Form 13F filing, LWM Advisory Services, LLC's tracked investment portfolio stood at $56.0M with 80 total positions.
During Q2 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 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 9.62% | -4.56% | -1.58% | |
| 2 | OMFL | Invesco Russell 1000 Dyn M/f | ETF-Other | 9.42% | — | -3.79% | |
| 3 | EELV | Invesco S&p Emerging Markets | ETF-Emerging Markets | 6.65% | -2.36% | +1296.54% | |
| 4 | COWZ | Pacer US Cash Cows 100 ETF | ETF-Other | 6.58% | — | +0.86% | |
| 5 | PAVE | Global X US Infrastructure | ETF-Other | 5.68% | -0.39% | EXIT | |
| 6 | JMUB | Jpmorgan Municipal ETF | ETF-Other | 5.39% | -3.52% | +3.43% | |
| 7 | AAPL | Apple Inc | Stock-Tech | 4.70% | -0.77% | -7.84% | |
| 8 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 2.76% | +0.45% | -9.11% | |
| 9 | MSFT | Microsoft CORP | Stock-Tech | 2.73% | +0.18% | -15.91% | |
| 10 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 2.51% | -0.93% | -6.53% | |
| 11 | BYLD | Ishares Yield Optimized Bond | ETF-Other | 2.31% | -0.68% | EXIT | |
| 12 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 2.16% | -0.22% | +47.24% | |
| 13 | XMHQ | Invesco S&p Midcap Qual ETF | ETF-Other | 2.14% | — | +21.10% | |
| 14 | XLG | Invesco S&p 500 Top 50 ETF | ETF-Large Cap & Growth | 2.10% | -0.74% | EXIT | |
| 15 | IOO | Ishares Global 100 ETF | ETF-Other | 1.87% | -0.61% | EXIT | |
| 16 | NVDA | Nvidia CORP | Stock-Tech | 1.76% | +0.32% | +643.53% | |
| 17 | SPMO | Invesco S&p 500 Momentum ETF | ETF-Large Cap & Growth | 1.38% | -0.90% | EXIT | |
| 18 | LLY | Eli Lilly & Co | Stock-Healthcare | 1.38% | +1.12% | +1.56% | |
| 19 | FDS | Factset Research Systems Inc | Stock-Financials | 1.37% | — | — | |
| 20 | QQQM | Invesco Nasdaq 100 ETF | ETF-Tech | 1.33% | -0.76% | EXIT | |
| 21 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 1.28% | +0.45% | -10.62% | |
| 22 | JPME | JPM Diver Ret US Mc Equity | ETF-Other | 1.28% | -0.23% | -0.86% | |
| 23 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-Large Cap & Growth | 1.23% | -0.43% | EXIT | |
| 24 | NEE | Nextera Energy Inc | Stock-Utilities | 1.00% | +0.40% | -9.28% | |
| 25 | SPDW | Ste Str Spdr Pt Dw EU ETF | ETF-Other | 0.94% | -0.94% | EXIT | |
| 26 | XLK | Ss Technology Select Sector | ETF-Tech | 0.85% | -0.78% | EXIT | |
| 27 | IWV | Ishares Russell 3000 ETF | ETF-Other | 0.82% | +0.38% | +4.59% | |
| 28 | JPSE | JPM Diversified Rt Small Cap | ETF-Small Cap | 0.80% | +0.18% | -0.40% | |
| 29 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.75% | +0.56% | -17.71% | |
| 30 | NU | Nu Holdings Ltd. | Stock-Financials | 0.75% | +0.26% | — | |
| 31 | SPGI | S&p Global Inc | Stock-Financials | 0.65% | — | +147.68% | |
| 32 | BLKCHF | Blackrock Inc | Stock-Other | 0.64% | — | +2.54% | |
| 33 | FVD | First Trust Value Line Dvd | ETF-Other | 0.61% | +0.37% | +0.04% | |
| 34 | SMLF | Ishares US Smallcap Equity F | ETF-Other | 0.54% | -0.08% | +26.00% | |
| 35 | WCN | Waste Connections Inc | Stock-Industrials | 0.51% | +0.37% | -2.82% | |
| 36 | LNG | Cheniere Energy Inc | Stock-Energy | 0.48% | -0.03% | -1.61% | |
| 37 | ZTS | Zoetis Inc | Stock-Healthcare | 0.48% | — | -15.71% | |
| 38 | IBIT | Ishares Bitcoin Trust ETF | ETF-Crypto | 0.43% | +0.27% | — | |
| 39 | CALF | Pcr US Sm Cp Csh Cws Etf-usd | ETF-Other | 0.42% | — | +5.06% | |
| 40 | VRSK | Verisk Analytics Inc | Stock-Industrials | 0.42% | — | -2.85% | |
| 41 | LAZ | Lazard Inc | Stock-Financials | 0.41% | — | — | |
| 42 | URTH | Ishares Msci World ETF | ETF-Other | 0.40% | — | — | |
| 43 | STIP | Ishares 0-5 Year Tips Bond E | ETF-Other | 0.40% | — | +14.61% | |
| 44 | BX | Blackstone Inc | Stock-Financials | 0.39% | +0.20% | -1.25% | |
| 45 | V | Visa Inc-class A Shares | Stock-Financials | 0.39% | +0.25% | -39.86% | |
| 46 | SCI | Service CORP International | Stock-Consumer Disc | 0.38% | +0.25% | -2.83% | |
| 47 | PGR | Progressive CORP | Stock-Financials | 0.37% | — | +20.25% | |
| 48 | DIA | Ss Spdr Dow Jones Indus Avg | ETF-Large Cap & Growth | 0.37% | -0.55% | EXIT | |
| 49 | 1939900D | Brookfield Infrastructure-a | Stock-Other | 0.35% | — | -2.76% | |
| 50 | FE | Firstenergy CORP | Stock-Utilities | 0.35% | +0.35% | -7.89% |
According to official SEC Form 13F filings, LWM Advisory Services, LLC reported a total U.S. public equity portfolio value of $56.0M across 80 disclosed positions in Q2 2024.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including SPY, OMFL, EELV) accounted for 80.7% of total reported equity market value during Q2 2024.
During Q2 2024, LWM Advisory Services, LLC's top holdings by market value included SPY (9.6%)、OMFL (9.4%)、EELV (6.7%). The largest single position, SPY, represented 9.6% of total portfolio value.
In Q2 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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