The Analysis of LWM Advisory Services, LLC's Holdings

Currently, LWM Advisory Services, LLC holds 93 types of securities in its portfolio with a total value $171.6M. In the most recent quarter, they have increased their positions in SPY (+23.6K shares, valued at $15.7M), JFLX (+252.5K shares, valued at $12.7M), XLK (+6.4K shares, valued at $1.8M); decreased their positions in GLDM (-97.7K shares, valued at $7.5M), EELV (-23.6K shares, valued at $628.6K), JMUB (-8.1K shares, valued at $409.1K); initiated new positions in JFLX (+252.5K shares, valued at $12.7M), IWP (+12.0K shares, valued at $1.7M), RWL (+12.0K shares, valued at $1.3M).

Top Holding Treemap

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

SPY SPDR S&P 500 ETF TR44.4K shares113.39%2025-09-302025-11-25

JFLX J P MORGAN EXCHANGE TRADED F252.5K sharesnew addition2025-09-302025-11-25

GLDM WORLD GOLD TR161.5K shares-37.70%2025-09-302025-11-25

EELV INVESCO EXCH TRADED FD TR II369.9K shares-6.00%2025-09-302025-11-25

AAPL APPLE INC30.0K shares3.12%2025-09-302025-11-25

JMUB J P MORGAN EXCHANGE TRADED F130.9K shares-5.83%2025-09-302025-11-25

BRK.B BERKSHIRE HATHAWAY INC DEL10.2K shares2.44%2025-09-302025-11-25

USFR WISDOMTREE TR102.1K shares21.55%2025-09-302025-11-25

Sponsored

NVDA NVIDIA CORPORATION26.3K shares1.16%2025-09-302025-11-25

MSFT MICROSOFT CORP9.1K shares0.74%2025-09-302025-11-25

SPMO INVESCO EXCH TRADED FD TR II37.3K shares-3.93%2025-09-302025-11-25

AMZN AMAZON COM INC16.3K shares-1.46%2025-09-302025-11-25

QQQ INVESCO QQQ TR5.1K shares1.74%2025-09-302025-11-25

BYLD ISHARES TR128.3K shares-6.60%2025-09-302025-11-25

IOO ISHARES TR23.1K shares5.00%2025-09-302025-11-25

QQQM INVESCO EXCH TRADED FD TR II10.6K shares2.04%2025-09-302025-11-25

Sponsored

XLK SELECT SECTOR SPDR TR9.1K shares241.06%2025-09-302025-11-25

XLG INVESCO EXCHANGE TRADED FD T42.8K shares21.86%2025-09-302025-11-25

GOOG ALPHABET INC8.0K shares-1.09%2025-09-302025-11-25

IWP ISHARES TR12.0K sharesnew addition2025-09-302025-11-25

JPM JPMORGAN CHASE & CO.5.4K shares2.58%2025-09-302025-11-25

JPME J P MORGAN EXCHANGE TRADED F15.5K shares2.81%2025-09-302025-11-25

SMLF ISHARES TR20.2K shares1.63%2025-09-302025-11-25

SPYG SPDR SERIES TRUST14.2K shares3.28%2025-09-302025-11-25

Sponsored

RWL INVESCO EXCH TRADED FD TR II12.0K sharesnew addition2025-09-302025-11-25

LLY ELI LILLY & CO1.6K shares-6.42%2025-09-302025-11-25

NEE NEXTERA ENERGY INC15.9K shares-4.60%2025-09-302025-11-25

IWD ISHARES TR5.8K shares11.00%2025-09-302025-11-25

GDE WISDOMTREE TR20.2K sharesnew addition2025-09-302025-11-25

IWV ISHARES TR3.0K shares0.00%2025-09-302025-11-25

FDS FACTSET RESH SYS INC4.0K shares0.00%2025-09-302025-11-25

JPSE J P MORGAN EXCHANGE TRADED F22.6K shares2.89%2025-09-302025-11-25

Sponsored

GOOGL ALPHABET INC4.4K shares3.29%2025-09-302025-11-25

BLK BLACKROCK INC879 shares0.34%2025-09-302025-11-25

SPDW SPDR INDEX SHS FDS23.6K shares0.41%2025-09-302025-11-25

IBIT ISHARES BITCOIN TRUST ETF14.9K shares0.00%2025-09-302025-11-25

SMB VANECK ETF TRUST52.2K sharesnew addition2025-09-302025-11-25

IWB ISHARES TR2.2K shares1.09%2025-09-302025-11-25

V VISA INC2.3K shares-0.78%2025-09-302025-11-25

META META PLATFORMS INC956 shares-1.44%2025-09-302025-11-25

Sponsored

NU NU HLDGS LTD41.1K sharesnew addition2025-09-302025-11-25

PAVE GLOBAL X FDS12.9K shares-0.27%2025-09-302025-11-25

IBM INTERNATIONAL BUSINESS MACHS2.2K shares-0.97%2025-09-302025-11-25

FVD FIRST TR EXCHANGE-TRADED FD12.9K shares0.00%2025-09-302025-11-25

URTH ISHARES INC3.2K shares0.00%2025-09-302025-11-25

DIA SPDR DOW JONES INDL AVERAGE1.3K shares0.00%2025-09-302025-11-25

TMUS T-MOBILE US INC2.4K shares-11.70%2025-09-302025-11-25

BX BLACKSTONE INC3.3K shares1.57%2025-09-302025-11-25

Sponsored

STIP ISHARES TR5.4K shares-1.87%2025-09-302025-11-25

MA MASTERCARD INCORPORATED944 shares0.64%2025-09-302025-11-25

FE FIRSTENERGY CORP11.7K shares-2.96%2025-09-302025-11-25

WCN WASTE CONNECTIONS INC3.0K shares0.00%2025-09-302025-11-25

SPGI S&P GLOBAL INC1.1K shares-5.47%2025-09-302025-11-25

TIGO MILLICOM INTL CELLULAR S A10.6K shares0.00%2025-09-302025-11-25

HD HOME DEPOT INC1.3K shares0.95%2025-09-302025-11-25

MCD MCDONALDS CORP1.6K shares-7.51%2025-09-302025-11-25

Sponsored

AWK AMERICAN WTR WKS CO INC NEW3.4K shares-6.01%2025-09-302025-11-25

TMO THERMO FISHER SCIENTIFIC INC912 shares0.22%2025-09-302025-11-25

COST COSTCO WHSL CORP NEW497 shares0.40%2025-09-302025-11-25

CP CANADIAN PACIFIC KANSAS CITY6.0K shares0.00%2025-09-302025-11-25

CVX CHEVRON CORP NEW2.9K shares12.04%2025-09-302025-11-25

ETN EATON CORP PLC1.2K shares0.85%2025-09-302025-11-25

SCI SERVICE CORP INTL5.3K shares0.00%2025-09-302025-11-25

TSLA TESLA INC973 shares-13.97%2025-09-302025-11-25

Sponsored

PG PROCTER AND GAMBLE CO2.8K shares6.45%2025-09-302025-11-25

TXN TEXAS INSTRS INC2.3K shares3.72%2025-09-302025-11-25

LNG CHENIERE ENERGY INC1.8K shares0.11%2025-09-302025-11-25

NDAQ NASDAQ INC4.7K shares0.00%2025-09-302025-11-25

MELI MERCADOLIBRE INC172 shares0.00%2025-09-302025-11-25

ABBV ABBVIE INC1.7K shares-1.73%2025-09-302025-11-25

VRSK VERISK ANALYTICS INC1.5K shares0.19%2025-09-302025-11-25

DKNG DRAFTKINGS INC NEW9.9K shares0.00%2025-09-302025-11-25

Sponsored

AMT AMERICAN TOWER CORP NEW1.9K shares-2.18%2025-09-302025-11-25

VOO VANGUARD INDEX FDS587 shares0.00%2025-09-302025-11-25

WM WASTE MGMT INC DEL1.6K shares0.44%2025-09-302025-11-25

ALC ALCON AG4.6K shares0.00%2025-09-302025-11-25

NFLX NETFLIX INC280 shares-11.95%2025-09-302025-11-25

TDG TRANSDIGM GROUP INC225 shares0.00%2025-09-302025-11-25

BIPC BROOKFIELD INFRASTRUCTURE CO7.1K shares0.00%2025-09-302025-11-25

CTAS CINTAS CORP1.4K shares0.42%2025-09-302025-11-25

Sponsored

TT TRANE TECHNOLOGIES PLC650 shares-1.52%2025-09-302025-11-25

APP APPLOVIN CORP375 sharesnew addition2025-09-302025-11-25

ZTS ZOETIS INC1.8K shares-14.75%2025-09-302025-11-25

PAM PAMPA ENERGIA S A4.4K shares0.00%2025-09-302025-11-25

SGOV ISHARES TR2.5K shares-49.48%2025-09-302025-11-25

YPF YPF SOCIEDAD ANONIMA10.1K shares0.00%2025-09-302025-11-25

SPOT SPOTIFY TECHNOLOGY S A345 sharesnew addition2025-09-302025-11-25

ABT ABBOTT LABS1.8K shares0.39%2025-09-302025-11-25

Sponsored

PWR QUANTA SVCS INC546 shares-11.22%2025-09-302025-11-25

QCOM QUALCOMM INC1.4K shares1.39%2025-09-302025-11-25

WMT WALMART INC2.2K shares-19.56%2025-09-302025-11-25

CB CHUBB LIMITED752 shares0.00%2025-09-302025-11-25

UNH UNITEDHEALTH GROUP INC591 shares-21.30%2025-09-302025-11-25

Call Option Holdings

No call option holdings data available

Put Option Holdings

No put option holdings data available