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CIK: 0001697716
Total reported value
$56.0M
$56.0M
96 檔
81.2%
According to the latest 13F quarterly dataset, LWM Advisory Services, LLC managed an equity portfolio of $56.0M at the end of Q1 2025, spanning 96 distinct U.S. exchange-listed positions.
LWM Advisory Services, LLC executed strategic sector rebalancing during Q1 2025, establishing 6 new positions while fully exiting 5 holdings and trimming 16 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 | 7.71% | -4.56% | -43.57% | |
| 2 | GLDM | Spdr Gold Minishares Trust | ETF-Commodities | 6.95% | -3.77% | +17.95% | |
| 3 | EELV | Invesco S&p Emerging Markets | ETF-Emerging Markets | 5.99% | -2.36% | +5.15% | |
| 4 | RSP | Invesco S&p 500 Equal Weight | ETF-Large Cap & Growth | 5.91% | — | — | |
| 5 | COWZ | Pacer US Cash Cows 100 ETF | ETF-Other | 5.03% | — | -13.58% | |
| 6 | PAVE | Global X US Infrastructure | ETF-Other | 4.76% | -0.39% | EXIT | |
| 7 | JMUB | Jpmorgan Municipal ETF | ETF-Other | 4.73% | -3.52% | +2.88% | |
| 8 | AAPL | Apple Inc | Stock-Tech | 4.58% | -0.77% | -8.36% | |
| 9 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 3.65% | +0.45% | +10.87% | |
| 10 | USFR | Wisdomtree Floating Rate Tre | ETF-Other | 2.88% | -3.61% | +158.11% | |
| 11 | MSFT | Microsoft CORP | Stock-Tech | 2.48% | +0.18% | -0.35% | |
| 12 | SPMO | Invesco S&p 500 Momentum ETF | ETF-Large Cap & Growth | 2.32% | -0.90% | EXIT | |
| 13 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 2.25% | -0.93% | +2.71% | |
| 14 | BYLD | Ishares Yield Optimized Bond | ETF-Other | 2.13% | -0.68% | EXIT | |
| 15 | NVDA | Nvidia CORP | Stock-Tech | 2.08% | +0.32% | +5.50% | |
| 16 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 1.83% | -0.22% | +3.80% | |
| 17 | IOO | Ishares Global 100 ETF | ETF-Other | 1.74% | -0.61% | EXIT | |
| 18 | FDL | First Trust Morn Dvd Lead In | ETF-Other | 1.66% | — | — | |
| 19 | XLG | Invesco S&p 500 Top 50 ETF | ETF-Large Cap & Growth | 1.34% | -0.74% | EXIT | |
| 20 | FDS | Factset Research Systems Inc | Stock-Financials | 1.26% | — | — | |
| 21 | JPME | JPM Diver Ret US Mc Equity | ETF-Other | 1.05% | -0.23% | -2.72% | |
| 22 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.97% | +1.12% | -7.92% | |
| 23 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.93% | +0.56% | +0.29% | |
| 24 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.93% | +0.45% | — | |
| 25 | XMHQ | Invesco S&p Midcap Qual ETF | ETF-Other | 0.89% | — | -33.47% | |
| 26 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-Large Cap & Growth | 0.80% | -0.43% | EXIT | |
| 27 | SMLF | Ishares US Smallcap Equity F | ETF-Other | 0.77% | -0.08% | -5.55% | |
| 28 | NEE | Nextera Energy Inc | Stock-Utilities | 0.76% | +0.40% | +0.52% | |
| 29 | IWV | Ishares Russell 3000 ETF | ETF-Other | 0.67% | +0.38% | — | |
| 30 | JPSE | JPM Diversified Rt Small Cap | ETF-Small Cap | 0.66% | +0.18% | -3.02% | |
| 31 | V | Visa Inc-class A Shares | Stock-Financials | 0.62% | +0.25% | -3.48% | |
| 32 | SPDW | Ste Str Spdr Pt Dw EU ETF | ETF-Other | 0.60% | -0.94% | EXIT | |
| 33 | BLK | Blackrock Inc | Stock-Financials | 0.58% | +0.34% | — | |
| 34 | QQQM | Invesco Nasdaq 100 ETF | ETF-Tech | 0.55% | -0.76% | EXIT | |
| 35 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.50% | +0.08% | +1.57% | |
| 36 | IBIT | Ishares Bitcoin Trust ETF | ETF-Crypto | 0.48% | +0.27% | — | |
| 37 | SGOV | Ishares 0-3 Month Treasury B | ETF-Gov Bonds | 0.48% | +0.63% | +23.29% | |
| 38 | IWB | Ishares Russell 1000 ETF | ETF-Other | 0.47% | -0.25% | EXIT | |
| 39 | TMUS | T-mobile US Inc | Stock-Comm Services | 0.47% | +0.13% | — | |
| 40 | WCN | Waste Connections Inc | Stock-Industrials | 0.41% | +0.37% | +2.53% | |
| 41 | FVD | First Trust Value Line Dvd | ETF-Other | 0.41% | +0.37% | — | |
| 42 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 0.40% | — | — | |
| 43 | STIP | Ishares 0-5 Year Tips Bond E | ETF-Other | 0.40% | — | +0.49% | |
| 44 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.40% | +0.14% | +6.49% | |
| 45 | MA | Mastercard Inc - A | Stock-Financials | 0.40% | +0.10% | — | |
| 46 | XLK | Ss Technology Select Sector | ETF-Tech | 0.39% | -0.78% | EXIT | |
| 47 | AWK | American Water Works Co Inc | Stock-Utilities | 0.39% | — | -0.78% | |
| 48 | IBM | Intl Business Machines CORP | Stock-Tech | 0.39% | +0.24% | -0.45% | |
| 49 | DIA | Ss Spdr Dow Jones Indus Avg | ETF-Large Cap & Growth | 0.37% | -0.55% | EXIT | |
| 50 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.37% | +0.05% | — |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | RSP | Invesco S&p 500 Equal Weight | +5.9% | NEW | New buy |
| 2 | GLDM | Spdr Gold Minishares Trust | +2% | +17.95% | Add |
| 3 | USFR | Wisdomtree Floating Rate Tre | +1.8% | +158.11% | Add |
| 4 | FDL | First Trust Morn Dvd Lead In | +1.7% | NEW | New buy |
| 5 | BRK-B | Berkshire Hathaway Inc-cl B | +0.8% | +10.87% | Add |
| 6 | EELV | Invesco S&p Emerging Markets | +0.5% | +5.15% | Add |
| 7 | CP | Canadian Pacific Kansas City | +0.3% | NEW | New buy |
| 8 | TXN | Texas Instruments Inc | +0.3% | NEW | New buy |
| 9 | DKNG | Draftkings Inc-cl A | +0.2% | NEW | New buy |
| 10 | BIL | Ss Spdr Bb 1-3m T-bill ETF | +0.2% | NEW | New buy |
| 11 | JMUB | Jpmorgan Municipal ETF | +0.1% | +2.88% | Add |
| 12 | BYLD | Ishares Yield Optimized Bond | +0.1% | +4.43% | Add |
| 13 | SGOV | Ishares 0-3 Month Treasury B | +0.1% | +23.29% | Add |
| 14 | MELI | Mercadolibre Inc | +0.1% | +40.98% | Add |
| 15 | TMUS | T-mobile US Inc | +0.1% | — | Unchanged |
| 16 | TMO | Thermo Fisher Scientific Inc | +0.1% | +36.12% | Add |
| 17 | WCN | Waste Connections Inc | +0.1% | +2.53% | Add |
| 18 | AWK | American Water Works Co Inc | +0.1% | -0.78% | Trim |
| 19 | BLK | Blackrock Inc | 0% | — | Unchanged |
| 20 | TSLA | Tesla Inc | -0.1% | +16.51% | Add |
| 21 | ETN | Eaton Corporation plc | -0.1% | -2.08% | Trim |
| 22 | JPME | JPM Diver Ret US Mc Equity | -0.1% | -2.72% | Trim |
| 23 | BX | Blackstone Inc | -0.1% | — | Unchanged |
| 24 | JPSE | JPM Diversified Rt Small Cap | -0.1% | -3.02% | Trim |
| 25 | IBIT | Ishares Bitcoin Trust ETF | -0.1% | — | Unchanged |
| 26 | IOO | Ishares Global 100 ETF | -0.1% | +0.39% | Add |
| 27 | FDS | Factset Research Systems Inc | -0.1% | — | Unchanged |
| 28 | GOOGL | Alphabet Inc-cl A | -0.1% | +1.57% | Add |
| 29 | QQQ | Invesco Qqq Trust Series 1 | -0.1% | +3.80% | Add |
| 30 | LNG | Cheniere Energy Inc | -0.1% | -35.29% | Trim |
| 31 | SMLF | Ishares US Smallcap Equity F | -0.1% | -5.55% | Trim |
| 32 | CSX | Csx CORP | -0.2% | EXIT | Sold out |
| 33 | MRK | Merck & Co. Inc. | -0.2% | EXIT | Sold out |
| 34 | SPYG | Ss Spdr P S&p 500 Growth ETF | -0.2% | -7.80% | Trim |
| 35 | NU | Nu Holdings Ltd. | -0.2% | -28.27% | Trim |
| 36 | GOOG | Alphabet Inc-cl C | -0.2% | — | Unchanged |
| 37 | PAVE | Global X US Infrastructure | -0.2% | +2.38% | Add |
| 38 | MUB | Ishares National Muni Bond E | -0.3% | EXIT | Sold out |
| 39 | PEP | Pepsico Inc | -0.3% | EXIT | Sold out |
| 40 | GTLS | Chart Industries Inc | -0.3% | EXIT | Sold out |
| 41 | AMZN | Amazon.com Inc | -0.3% | +2.71% | Add |
| 42 | MSFT | Microsoft CORP | -0.3% | -0.35% | Trim |
| 43 | XLK | Ss Technology Select Sector | -0.4% | -42.35% | Trim |
| 44 | NVDA | Nvidia CORP | -0.4% | +5.50% | Add |
| 45 | QQQM | Invesco Nasdaq 100 ETF | -0.4% | -37.89% | Trim |
| 46 | XMHQ | Invesco S&p Midcap Qual ETF | -0.6% | -33.47% | Trim |
| 47 | XLG | Invesco S&p 500 Top 50 ETF | -0.9% | -34.77% | Trim |
| 48 | COWZ | Pacer US Cash Cows 100 ETF | -1% | -13.58% | Trim |
| 49 | AAPL | Apple Inc | -1.1% | -8.36% | Trim |
| 50 | SPY | Ss Spdr S&p 500 ETF Trust-us | -6.6% | -43.57% | 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 96 disclosed positions in Q1 2025.
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, GLDM, EELV) accounted for 81.2% of total reported equity market value during Q1 2025.
Top New Position Initiated
RSP
市值: $8.5M
Top Position Liquidated / Trimmed
PEP
前期市值: $386.2K
During Q1 2025, LWM Advisory Services, LLC's top holdings by market value included SPY (7.7%)、GLDM (7.0%)、EELV (6.0%). The largest single position, SPY, represented 7.7% of total portfolio value.
In Q1 2025, LWM Advisory Services, LLC made 44 total portfolio adjustments, initiating 6 new buys, adding to 17 positions, trimming 16 holdings, and fully liquidating 5 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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