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CIK: 0001697716
Total reported value
$56.0M
$56.0M
95 檔
93.6%
As reported in its official Q4 2024 Form 13F filing, LWM Advisory Services, LLC's tracked investment portfolio stood at $56.0M with 95 total positions.
LWM Advisory Services, LLC executed strategic sector rebalancing during Q4 2024, establishing 8 new positions while fully exiting 6 holdings and trimming 20 positions.
| # | 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 | 14.33% | -4.56% | -3.01% | |
| 2 | COWZ | Pacer US Cash Cows 100 ETF | ETF-Other | 6.01% | — | +10.78% | |
| 3 | AAPL | Apple Inc | Stock-Tech | 5.63% | -0.77% | -5.36% | |
| 4 | EELV | Invesco S&p Emerging Markets | ETF-Emerging Markets | 5.50% | -2.36% | +2.03% | |
| 5 | PAVE | Global X US Infrastructure | ETF-Other | 4.99% | -0.39% | EXIT | |
| 6 | GLDM | Spdr Gold Minishares Trust | ETF-Commodities | 4.96% | -3.77% | +542.15% | |
| 7 | JMUB | Jpmorgan Municipal ETF | ETF-Other | 4.62% | -3.52% | +3.51% | |
| 8 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 2.81% | +0.45% | -0.36% | |
| 9 | MSFT | Microsoft CORP | Stock-Tech | 2.79% | +0.18% | -8.53% | |
| 10 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 2.53% | -0.93% | -3.65% | |
| 11 | NVDA | Nvidia CORP | Stock-Tech | 2.46% | +0.32% | -3.74% | |
| 12 | SPMO | Invesco S&p 500 Momentum ETF | ETF-Large Cap & Growth | 2.31% | -0.90% | EXIT | |
| 13 | XLG | Invesco S&p 500 Top 50 ETF | ETF-Large Cap & Growth | 2.23% | -0.74% | EXIT | |
| 14 | BYLD | Ishares Yield Optimized Bond | ETF-Other | 2.02% | -0.68% | EXIT | |
| 15 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 1.92% | -0.22% | -5.91% | |
| 16 | IOO | Ishares Global 100 ETF | ETF-Other | 1.82% | -0.61% | EXIT | |
| 17 | XMHQ | Invesco S&p Midcap Qual ETF | ETF-Other | 1.44% | — | -14.33% | |
| 18 | FDS | Factset Research Systems Inc | Stock-Financials | 1.34% | — | — | |
| 19 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 1.13% | +0.45% | -1.02% | |
| 20 | USFR | Wisdomtree Floating Rate Tre | ETF-Other | 1.12% | -3.61% | — | |
| 21 | JPME | JPM Diver Ret US Mc Equity | ETF-Other | 1.11% | -0.23% | +9.91% | |
| 22 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.99% | +1.12% | +2.39% | |
| 23 | QQQM | Invesco Nasdaq 100 ETF | ETF-Tech | 0.96% | -0.76% | EXIT | |
| 24 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-Large Cap & Growth | 0.95% | -0.43% | EXIT | |
| 25 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.91% | +0.56% | -0.73% | |
| 26 | SMLF | Ishares US Smallcap Equity F | ETF-Other | 0.89% | -0.08% | -9.11% | |
| 27 | XLK | Ss Technology Select Sector | ETF-Tech | 0.77% | -0.78% | EXIT | |
| 28 | NEE | Nextera Energy Inc | Stock-Utilities | 0.76% | +0.40% | -1.19% | |
| 29 | JPSE | JPM Diversified Rt Small Cap | ETF-Small Cap | 0.73% | +0.18% | +11.26% | |
| 30 | IWV | Ishares Russell 3000 ETF | ETF-Other | 0.71% | +0.38% | -3.37% | |
| 31 | BLK | Blackrock Inc | Stock-Financials | 0.62% | +0.34% | — | |
| 32 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.59% | +0.08% | -5.56% | |
| 33 | SPDW | Ste Str Spdr Pt Dw EU ETF | ETF-Other | 0.59% | -0.94% | EXIT | |
| 34 | V | Visa Inc-class A Shares | Stock-Financials | 0.58% | +0.25% | -2.26% | |
| 35 | IBIT | Ishares Bitcoin Trust ETF | ETF-Crypto | 0.55% | +0.27% | — | |
| 36 | IWB | Ishares Russell 1000 ETF | ETF-Other | 0.51% | -0.25% | EXIT | |
| 37 | NU | Nu Holdings Ltd. | Stock-Financials | 0.50% | +0.26% | — | |
| 38 | LNG | Cheniere Energy Inc | Stock-Energy | 0.41% | -0.03% | -4.60% | |
| 39 | FVD | First Trust Value Line Dvd | ETF-Other | 0.40% | +0.37% | -19.64% | |
| 40 | SGOV | Ishares 0-3 Month Treasury B | ETF-Gov Bonds | 0.39% | +0.63% | +48.38% | |
| 41 | TMUS | T-mobile US Inc | Stock-Comm Services | 0.38% | +0.13% | -2.41% | |
| 42 | STIP | Ishares 0-5 Year Tips Bond E | ETF-Other | 0.38% | — | +18.35% | |
| 43 | BX | Blackstone Inc | Stock-Financials | 0.38% | +0.20% | -4.11% | |
| 44 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.38% | +0.14% | +5.48% | |
| 45 | MA | Mastercard Inc - A | Stock-Financials | 0.38% | +0.10% | — | |
| 46 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 0.37% | — | — | |
| 47 | DIA | Ss Spdr Dow Jones Indus Avg | ETF-Large Cap & Growth | 0.37% | -0.55% | EXIT | |
| 48 | HD | Home Depot Inc | Stock-Consumer Disc | 0.37% | -0.28% | EXIT | |
| 49 | WCN | Waste Connections Inc | Stock-Industrials | 0.35% | +0.37% | -2.18% | |
| 50 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.35% | +0.05% | +2.98% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | GLDM | Spdr Gold Minishares Trust | +4.2% | +542.15% | Add |
| 2 | USFR | Wisdomtree Floating Rate Tre | +1.1% | NEW | New buy |
| 3 | BLK | Blackrock Inc | +0.6% | NEW | New buy |
| 4 | SPMO | Invesco S&p 500 Momentum ETF | +0.4% | +19.34% | Add |
| 5 | YPF | Ypf S.a.-sponsored Adr | +0.3% | NEW | New buy |
| 6 | PAM | Pampa Energia Sa-spon Adr | +0.3% | NEW | New buy |
| 7 | MUB | Ishares National Muni Bond E | +0.3% | NEW | New buy |
| 8 | XLG | Invesco S&p 500 Top 50 ETF | +0.2% | +11.94% | Add |
| 9 | BIPC | Brookfield Infrastructure-a | +0.2% | NEW | New buy |
| 10 | CRM | Salesforce Inc | +0.2% | NEW | New buy |
| 11 | AMZN | Amazon.com Inc | +0.2% | -3.65% | Trim |
| 12 | IBIT | Ishares Bitcoin Trust ETF | +0.2% | — | Unchanged |
| 13 | QCOM | Qualcomm Inc | +0.2% | NEW | New buy |
| 14 | SGOV | Ishares 0-3 Month Treasury B | +0.1% | +48.38% | Add |
| 15 | COWZ | Pacer US Cash Cows 100 ETF | +0.1% | +10.78% | Add |
| 16 | GTLS | Chart Industries Inc | +0.1% | -2.72% | Trim |
| 17 | IBM | Intl Business Machines CORP | +0.1% | +36.16% | Add |
| 18 | IOO | Ishares Global 100 ETF | +0.1% | +8.26% | Add |
| 19 | GOOG | Alphabet Inc-cl C | +0.1% | -1.02% | Trim |
| 20 | ALC | Alcon Inc. | +0.1% | +62.26% | Add |
| 21 | QQQM | Invesco Nasdaq 100 ETF | +0.1% | +7.15% | Add |
| 22 | JPM | Jpmorgan Chase & Co | +0.1% | -0.73% | Trim |
| 23 | NFLX | Netflix Inc | +0.1% | +9.50% | Add |
| 24 | BYLD | Ishares Yield Optimized Bond | 0% | +11.84% | Add |
| 25 | V | Visa Inc-class A Shares | 0% | -2.26% | Trim |
| 26 | NVDA | Nvidia CORP | 0% | -3.74% | Trim |
| 27 | JPME | JPM Diver Ret US Mc Equity | 0% | +9.91% | Add |
| 28 | OMFL | Invesco Russell 1000 Dyn M/f | -0.1% | -28.25% | Trim |
| 29 | CSX | Csx CORP | -0.1% | -30.47% | Trim |
| 30 | HD | Home Depot Inc | -0.1% | -14.26% | Trim |
| 31 | SMLF | Ishares US Smallcap Equity F | -0.1% | -9.11% | Trim |
| 32 | AMT | American Tower CORP | -0.1% | -6.22% | Trim |
| 33 | BMRN | Biomarin Pharmaceutical Inc | -0.2% | EXIT | Sold out |
| 34 | RSP | Invesco S&p 500 Equal Weight | -0.2% | EXIT | Sold out |
| 35 | FVD | First Trust Value Line Dvd | -0.2% | -19.64% | Trim |
| 36 | SPDW | Ste Str Spdr Pt Dw EU ETF | -0.2% | -8.46% | Trim |
| 37 | LLY | Eli Lilly & Co | -0.2% | +2.39% | Add |
| 38 | NU | Nu Holdings Ltd. | -0.2% | — | Unchanged |
| 39 | TMO | Thermo Fisher Scientific Inc | -0.2% | -29.60% | Trim |
| 40 | NEE | Nextera Energy Inc | -0.2% | -1.19% | Trim |
| 41 | FCX | Freeport-mcmoran Inc | -0.3% | EXIT | Sold out |
| 42 | CP | Canadian Pacific Kansas City | -0.3% | EXIT | Sold out |
| 43 | AAPL | Apple Inc | -0.3% | -5.36% | Trim |
| 44 | 1939900D | Brookfield Infrastructure-a | -0.4% | EXIT | Sold out |
| 45 | XMHQ | Invesco S&p Midcap Qual ETF | -0.4% | -14.33% | Trim |
| 46 | PAVE | Global X US Infrastructure | -0.5% | -0.56% | Trim |
| 47 | MSFT | Microsoft CORP | -0.5% | -8.53% | Trim |
| 48 | BLKCHF | Blackrock Inc | -0.6% | EXIT | Sold out |
| 49 | EELV | Invesco S&p Emerging Markets | -0.9% | +2.03% | Add |
| 50 | SPY | Ss Spdr S&p 500 ETF Trust-us | -1.1% | -3.01% | 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 95 disclosed positions in Q4 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, COWZ, AAPL) accounted for 93.6% of total reported equity market value during Q4 2024.
Top New Position Initiated
USFR
市值: $1.6M
Top Position Liquidated / Trimmed
BLKCHF
前期市值: $853.6K
During Q4 2024, LWM Advisory Services, LLC's top holdings by market value included SPY (14.3%)、COWZ (6.0%)、AAPL (5.6%). The largest single position, SPY, represented 14.3% of total portfolio value.
In Q4 2024, LWM Advisory Services, LLC made 48 total portfolio adjustments, initiating 8 new buys, adding to 14 positions, trimming 20 holdings, and fully liquidating 6 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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