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CIK: 0001697716
Total reported value
$56.0M
$56.0M
93 檔
94.2%
At the close of Q3 2024, LWM Advisory Services, LLC disclosed equity holdings valued at approximately $56.0M, spread across 93 reported holdings.
In Q3 2024, LWM Advisory Services, LLC displayed an active expansion posture, initiating 16 new positions and adding to 23 existing holdings, outstripping position reductions.
| # | 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 | 15.41% | -4.56% | +72.28% | |
| 2 | EELV | Invesco S&p Emerging Markets | ETF-Emerging Markets | 6.40% | -2.36% | -1.51% | |
| 3 | COWZ | Pacer US Cash Cows 100 ETF | ETF-Other | 5.92% | — | -3.90% | |
| 4 | AAPL | Apple Inc | Stock-Tech | 5.91% | -0.77% | +28.72% | |
| 5 | PAVE | Global X US Infrastructure | ETF-Other | 5.44% | -0.39% | EXIT | |
| 6 | JMUB | Jpmorgan Municipal ETF | ETF-Other | 4.86% | -3.52% | +0.38% | |
| 7 | MSFT | Microsoft CORP | Stock-Tech | 3.32% | +0.18% | +42.97% | |
| 8 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 3.05% | +0.45% | +10.43% | |
| 9 | NVDA | Nvidia CORP | Stock-Tech | 2.44% | +0.32% | +59.45% | |
| 10 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 2.38% | -0.93% | +11.15% | |
| 11 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 2.08% | -0.22% | -12.20% | |
| 12 | XLG | Invesco S&p 500 Top 50 ETF | ETF-Large Cap & Growth | 2.02% | -0.74% | EXIT | |
| 13 | BYLD | Ishares Yield Optimized Bond | ETF-Other | 1.99% | -0.68% | EXIT | |
| 14 | SPMO | Invesco S&p 500 Momentum ETF | ETF-Large Cap & Growth | 1.97% | -0.90% | EXIT | |
| 15 | XMHQ | Invesco S&p Midcap Qual ETF | ETF-Other | 1.86% | — | -6.85% | |
| 16 | IOO | Ishares Global 100 ETF | ETF-Other | 1.76% | -0.61% | EXIT | |
| 17 | FDS | Factset Research Systems Inc | Stock-Financials | 1.36% | — | — | |
| 18 | LLY | Eli Lilly & Co | Stock-Healthcare | 1.18% | +1.12% | -0.94% | |
| 19 | JPME | JPM Diver Ret US Mc Equity | ETF-Other | 1.10% | -0.23% | -11.70% | |
| 20 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 1.07% | +0.45% | +4.15% | |
| 21 | SMLF | Ishares US Smallcap Equity F | ETF-Other | 1.02% | -0.08% | +97.67% | |
| 22 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-Large Cap & Growth | 0.99% | -0.43% | EXIT | |
| 23 | NEE | Nextera Energy Inc | Stock-Utilities | 0.97% | +0.40% | -7.73% | |
| 24 | QQQM | Invesco Nasdaq 100 ETF | ETF-Tech | 0.91% | -0.76% | EXIT | |
| 25 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.86% | +0.56% | +23.94% | |
| 26 | XLK | Ss Technology Select Sector | ETF-Tech | 0.84% | -0.78% | EXIT | |
| 27 | IWV | Ishares Russell 3000 ETF | ETF-Other | 0.76% | +0.38% | — | |
| 28 | SPDW | Ste Str Spdr Pt Dw EU ETF | ETF-Other | 0.76% | -0.94% | EXIT | |
| 29 | JPSE | JPM Diversified Rt Small Cap | ETF-Small Cap | 0.72% | +0.18% | -7.15% | |
| 30 | GLDM | Spdr Gold Minishares Trust | ETF-Commodities | 0.72% | -3.77% | — | |
| 31 | NU | Nu Holdings Ltd. | Stock-Financials | 0.70% | +0.26% | — | |
| 32 | BLKCHF | Blackrock Inc | Stock-Other | 0.63% | — | -7.32% | |
| 33 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.59% | +0.08% | +138.98% | |
| 34 | FVD | First Trust Value Line Dvd | ETF-Other | 0.56% | +0.37% | -7.88% | |
| 35 | V | Visa Inc-class A Shares | Stock-Financials | 0.55% | +0.25% | +54.57% | |
| 36 | IWB | Ishares Russell 1000 ETF | ETF-Other | 0.49% | -0.25% | EXIT | |
| 37 | TMO | Thermo Fisher Scientific Inc | Stock-Healthcare | 0.48% | +0.14% | +44.19% | |
| 38 | HD | Home Depot Inc | Stock-Consumer Disc | 0.47% | -0.28% | EXIT | |
| 39 | AMT | American Tower CORP | Stock-Real Estate | 0.44% | — | +19.70% | |
| 40 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 0.41% | — | +35.19% | |
| 41 | AWK | American Water Works Co Inc | Stock-Utilities | 0.41% | — | +27.53% | |
| 42 | WCN | Waste Connections Inc | Stock-Industrials | 0.40% | +0.37% | -12.34% | |
| 43 | IBIT | Ishares Bitcoin Trust ETF | ETF-Crypto | 0.40% | +0.27% | — | |
| 44 | TMUS | T-mobile US Inc | Stock-Comm Services | 0.39% | +0.13% | +57.59% | |
| 45 | DIA | Ss Spdr Dow Jones Indus Avg | ETF-Large Cap & Growth | 0.39% | -0.55% | EXIT | |
| 46 | SPGI | S&p Global Inc | Stock-Financials | 0.39% | — | -64.69% | |
| 47 | LNG | Cheniere Energy Inc | Stock-Energy | 0.39% | -0.03% | -12.41% | |
| 48 | MA | Mastercard Inc - A | Stock-Financials | 0.38% | +0.10% | — | |
| 49 | URTH | Ishares Msci World ETF | ETF-Other | 0.38% | — | — | |
| 50 | BX | Blackstone Inc | Stock-Financials | 0.38% | +0.20% | -11.25% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | SPY | Ss Spdr S&p 500 ETF Trust-us | +5.8% | +72.28% | Add |
| 2 | AAPL | Apple Inc | +1.2% | +28.72% | Add |
| 3 | GLDM | Spdr Gold Minishares Trust | +0.7% | NEW | New buy |
| 4 | NVDA | Nvidia CORP | +0.7% | +59.45% | Add |
| 5 | MSFT | Microsoft CORP | +0.6% | +42.97% | Add |
| 6 | SPMO | Invesco S&p 500 Momentum ETF | +0.6% | +55.82% | Add |
| 7 | IWB | Ishares Russell 1000 ETF | +0.5% | NEW | New buy |
| 8 | SMLF | Ishares US Smallcap Equity F | +0.5% | +97.67% | Add |
| 9 | MA | Mastercard Inc - A | +0.4% | NEW | New buy |
| 10 | UNH | Unitedhealth Group Inc | +0.3% | NEW | New buy |
| 11 | ETN | Eaton Corporation plc | +0.3% | NEW | New buy |
| 12 | BRK-B | Berkshire Hathaway Inc-cl B | +0.3% | +10.43% | Add |
| 13 | GOOGL | Alphabet Inc-cl A | +0.3% | +138.98% | Add |
| 14 | SGOV | Ishares 0-3 Month Treasury B | +0.3% | NEW | New buy |
| 15 | CTAS | Cintas CORP | +0.3% | NEW | New buy |
| 16 | ADBE | Adobe Inc | +0.2% | NEW | New buy |
| 17 | MELI | Mercadolibre Inc | +0.2% | NEW | New buy |
| 18 | COST | Costco Wholesale CORP | +0.2% | +124.69% | Add |
| 19 | SNPS | Synopsys Inc | +0.2% | NEW | New buy |
| 20 | NFLX | Netflix Inc | +0.2% | NEW | New buy |
| 21 | TSLA | Tesla Inc | +0.2% | +69.48% | Add |
| 22 | PWR | Quanta Services Inc | +0.2% | NEW | New buy |
| 23 | V | Visa Inc-class A Shares | +0.2% | +54.57% | Add |
| 24 | ABT | Abbott Laboratories | +0.2% | NEW | New buy |
| 25 | CB | Chubb Limited | +0.2% | NEW | New buy |
| 26 | RSP | Invesco S&p 500 Equal Weight | +0.2% | NEW | New buy |
| 27 | TMUS | T-mobile US Inc | +0.2% | +57.59% | Add |
| 28 | WMT | Walmart Inc | +0.2% | NEW | New buy |
| 29 | TMO | Thermo Fisher Scientific Inc | +0.1% | +44.19% | Add |
| 30 | HD | Home Depot Inc | +0.1% | +31.06% | Add |
| 31 | MCD | Mcdonald's CORP | +0.1% | +35.19% | Add |
| 32 | META | Meta Platforms Inc-class A | +0.1% | +51.30% | Add |
| 33 | JPM | Jpmorgan Chase & Co | +0.1% | +23.94% | Add |
| 34 | AMT | American Tower CORP | +0.1% | +19.70% | Add |
| 35 | PEP | Pepsico Inc | +0.1% | +51.02% | Add |
| 36 | AWK | American Water Works Co Inc | +0.1% | +27.53% | Add |
| 37 | FDS | Factset Research Systems Inc | 0% | — | Unchanged |
| 38 | QQQ | Invesco Qqq Trust Series 1 | -0.1% | -12.20% | Trim |
| 39 | XLG | Invesco S&p 500 Top 50 ETF | -0.1% | +5.08% | Add |
| 40 | IOO | Ishares Global 100 ETF | -0.1% | +4.02% | Add |
| 41 | AMZN | Amazon.com Inc | -0.1% | +11.15% | Add |
| 42 | PAVE | Global X US Infrastructure | -0.2% | -2.33% | Trim |
| 43 | EELV | Invesco S&p Emerging Markets | -0.3% | -1.51% | Trim |
| 44 | SPGI | S&p Global Inc | -0.3% | -64.69% | Trim |
| 45 | PGR | Progressive CORP | -0.4% | EXIT | Sold out |
| 46 | LAZ | Lazard Inc | -0.4% | EXIT | Sold out |
| 47 | CALF | Pcr US Sm Cp Csh Cws Etf-usd | -0.4% | EXIT | Sold out |
| 48 | QQQM | Invesco Nasdaq 100 ETF | -0.4% | -23.35% | Trim |
| 49 | COWZ | Pacer US Cash Cows 100 ETF | -0.7% | -3.90% | Trim |
| 50 | OMFL | Invesco Russell 1000 Dyn M/f | -9.2% | -96.81% | Trim |
According to official SEC Form 13F filings, LWM Advisory Services, LLC reported a total U.S. public equity portfolio value of $56.0M across 93 disclosed positions in Q3 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, EELV, COWZ) accounted for 94.2% of total reported equity market value during Q3 2024.
Top New Position Initiated
GLDM
市值: $968.4K
Top Position Liquidated / Trimmed
CALF
前期市值: $496.5K
During Q3 2024, LWM Advisory Services, LLC's top holdings by market value included SPY (15.4%)、EELV (6.4%)、COWZ (5.9%). The largest single position, SPY, represented 15.4% of total portfolio value.
In Q3 2024, LWM Advisory Services, LLC made 49 total portfolio adjustments, initiating 16 new buys, adding to 23 positions, trimming 7 holdings, and fully liquidating 3 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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