Sponsored

The Analysis of LWM Advisory Services, LLC's Holdings & P&L

Currently, LWM Advisory Services, LLC holds 76 types of securities in its portfolio with a total value $93.7M. In the most recent quarter, they have increased their positions in USFR (+15.0K shares, valued at $755.1K), SGOV (+6.4K shares, valued at $647.1K), T (+20.2K shares, valued at $585.7K); decreased their positions in SPY (-23.3K shares, valued at $15.2M), GLDM (-112.1K shares, valued at $10.4M), JFLX (-178.4K shares, valued at $8.9M); initiated new positions in T (+20.2K shares, valued at $585.7K), GEV (+370 shares, valued at $323.0K), N/A (+13.1K shares, valued at $302.6K).

1M P&L

+2.7M+3.31%

3M P&L

+4.7M+5.84%

HY P&L

+5.6M+7.03%

P&L figures are estimated based on reported 13F stock holdings and market price changes. They are approximations and may not reflect actual fund performance. Stock split events may also affect the accuracy of these calculations, and we cannot guarantee that all splits have been fully accounted for.

Top Holding Treemap

Top Industries by Value

1N/A52.0M

63.4%

2Consumer Electronics8.2M

10.0%

3Internet Retail3.3M

4.0%

Top Industries by Stock Count

1N/A31 stocks

48.4%

2Telecom Services3 stocks

4.7%

3Internet Retail2 stocks

3.1%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

SPY TATE STR SPDR S&P 500 ETF T21.9K shares-51.61%2026-03-312026-04-29

AAPL APPLE INC32.3K shares3.33%2026-03-312026-04-29

USFR WISDOMTREE TR107.5K shares16.22%2026-03-312026-04-29

JMUB J P MORGAN EXCHANGE TRADED F85.4K shares-46.24%2026-03-312026-04-29

GLDM WORLD GOLD TR45.5K shares-71.13%2026-03-312026-04-29

JFLX J P MORGAN EXCHANGE TRADED F79.1K shares-69.28%2026-03-312026-04-29

EELV INVESCO EXCH TRADED FD TR II125.7K shares-66.74%2026-03-312026-04-29

BERKSHIRE HATHAWAY INC DEL BERKSHIRE HATHAWAY INC DEL7.1K shares-30.99%2026-03-312026-04-29

Sponsored

AMZN AMAZON COM INC14.7K shares-11.22%2026-03-312026-04-29

NVDA NVIDIA CORPORATION15.8K shares-38.55%2026-03-312026-04-29

MSFT MICROSOFT CORP7.3K shares-13.37%2026-03-312026-04-29

INVESCO QQQ TR INVESCO QQQ TR4.0K shares-21.57%2026-03-312026-04-29

LPHABET INC LPHABET INC7.7K shares-3.40%2026-03-312026-04-29

GDE WISDOMTREE TR20.2K shares0.00%2026-03-312026-04-29

JPME J P MORGAN EXCHANGE TRADED F10.5K shares-34.98%2026-03-312026-04-29

JPM JPMORGAN CHASE & CO4.0K shares-7.95%2026-03-312026-04-29

Sponsored

SGOV ISHARES TR11.6K shares124.45%2026-03-312026-04-29

IWV ISHARES TR2.8K shares-6.94%2026-03-312026-04-29

ALPHABET INC ALPHABET INC3.2K shares-27.96%2026-03-312026-04-29

SPDW SPDR INDEX SHS FDS19.2K shares-31.66%2026-03-312026-04-29

SPMO INVESCO EXCH TRADED FD TR II7.5K shares-79.77%2026-03-312026-04-29

SHV ISHARES TR7.4K shares87.49%2026-03-312026-04-29

NEE NEXTERA ENERGY INC8.3K shares1.45%2026-03-312026-04-29

LLY ELI LILLY & CO828 shares-7.90%2026-03-312026-04-29

Sponsored

RWL INVESCO EXCH TRADED FD TR II6.4K shares-47.60%2026-03-312026-04-29

XLK SELECT SECTOR SPDR TR5.5K shares-69.90%2026-03-312026-04-29

QQQM INVESCO EXCH TRADED FD TR II3.0K shares-70.39%2026-03-312026-04-29

XLG INVESCO EXCHANGE TRADED FD T12.6K shares-70.04%2026-03-312026-04-29

BYLD ISHARES TR28.3K shares-78.84%2026-03-312026-04-29

FVD FIRST TR EXCHANGE-TRADED FD12.9K shares0.00%2026-03-312026-04-29

TIGO ILLICOM INTL CELLULAR S A8.0K shares0.00%2026-03-312026-04-29

T AT&T INC20.2K sharesnew addition2026-03-312026-04-29

Sponsored

FE FIRSTENERGY CORP11.3K shares-5.05%2026-03-312026-04-29

IBIT ISHARES BITCOIN TRUST ETF14.9K shares-1.09%2026-03-312026-04-29

IOO ISHARES TR4.7K shares-80.29%2026-03-312026-04-29

V VISA INC1.8K shares-21.25%2026-03-312026-04-29

JPSE J P MORGAN EXCHANGE TRADED F10.3K shares-56.17%2026-03-312026-04-29

NFLX NETFLIX INC.5.5K shares122.26%2026-03-312026-04-29

DIA TATE STR SPDR DOW JONES IND1.1K shares-11.80%2026-03-312026-04-29

APH AMPHENOL CORP4.0K shares65.90%2026-03-312026-04-29

Sponsored

SMLF ISHARES TR6.6K shares-67.13%2026-03-312026-04-29

LNG CHENIERE ENERGY INC1.7K shares-3.25%2026-03-312026-04-29

WCN WASTE CONNECTIONS INC2.9K shares-2.48%2026-03-312026-04-29

IBM INTERNATIONAL BUSINESS MACHS1.9K shares-10.30%2026-03-312026-04-29

BLACKROCK INC BLACKROCK INC481 shares1.05%2026-03-312026-04-29

YPF YPF SOCIEDAD ANONIMA9.6K shares0.00%2026-03-312026-04-29

SCI SERVICE CORP INTL5.3K shares-0.21%2026-03-312026-04-29

NU NU HLDGS LTD30.2K shares0.00%2026-03-312026-04-29

Sponsored

IWD ISHARES TR2.0K shares-70.48%2026-03-312026-04-29

ATON CORP PLC ATON CORP PLC1.2K shares0.00%2026-03-312026-04-29

AON PLC AON PLC1.3K shares52.71%2026-03-312026-04-29

TSLA TESLA INC1.1K shares-27.20%2026-03-312026-04-29

SPYG SPDR SERIES TRUST4.1K shares-74.35%2026-03-312026-04-29

NDAQ ASDAQ INC4.7K shares0.94%2026-03-312026-04-29

META META PLATFORMS INC685 shares-28.57%2026-03-312026-04-29

IDV ISHARES TR8.8K shares-6.96%2026-03-312026-04-29

Sponsored

TMUS T-MOBILE US INC1.8K shares-9.96%2026-03-312026-04-29

PAVE GLOBAL X FDS7.2K shares-47.18%2026-03-312026-04-29

BLACKSTONE INC BLACKSTONE INC3.2K shares0.00%2026-03-312026-04-29

PAM AMPA ENERGIA SA4.1K shares-3.49%2026-03-312026-04-29

TMO THERMO FISHER SCIENTIFIC INC708 shares-22.03%2026-03-312026-04-29

GEV GE VERNOVA INC370 sharesnew addition2026-03-312026-04-29

JEPI J P MORGAN EXCHANGE TRADED F5.5K shares0.00%2026-03-312026-04-29

COST COSTCO WHOLESALE CORPORATION310 shares-36.08%2026-03-312026-04-29

Sponsored

SIRIUSXM HOLDINGS INC SIRIUSXM HOLDINGS INC13.1K sharesnew addition2026-03-312026-04-29

VANGUARD INDEX FDS VANGUARD INDEX FDS489 shares-16.70%2026-03-312026-04-29

BROOKFIELD INFRASTRUCTURE CO BROOKFIELD INFRASTRUCTURE CO7.1K shares0.00%2026-03-312026-04-29

GE AEROSPACE GE AEROSPACE980 sharesnew addition2026-03-312026-04-29

MA MASTERCARD INCORPORATED543 shares-41.49%2026-03-312026-04-29

HD HOME DEPOT INC784 shares-39.65%2026-03-312026-04-29

ORCL ORACLE CORP1.7K sharesnew addition2026-03-312026-04-29

MAR MARRIOTT INTL INC NEW737 sharesnew addition2026-03-312026-04-29

Sponsored

OEF ISHARES TR753 shares18.21%2026-03-312026-04-29

GPRK GEOPARK LTD25.2K sharesnew addition2026-03-312026-04-29

IWB ISHARES TR659 shares-71.27%2026-03-312026-04-29

MELI MERCADOLIBRE INC122 shares-29.07%2026-03-312026-04-29

SPY

TATE STR SPDR S&P 500 ETF T

-51.61%

Shares21.9K

Event2026-03-31

Filed2026-04-29

AAPL

APPLE INC

3.33%

Shares32.3K

Event2026-03-31

Filed2026-04-29

USFR

WISDOMTREE TR

16.22%

Shares107.5K

Event2026-03-31

Filed2026-04-29

JMUB

J P MORGAN EXCHANGE TRADED F

-46.24%

Shares85.4K

Event2026-03-31

Filed2026-04-29

GLDM

WORLD GOLD TR

-71.13%

Shares45.5K

Event2026-03-31

Filed2026-04-29

JFLX

J P MORGAN EXCHANGE TRADED F

-69.28%

Shares79.1K

Event2026-03-31

Filed2026-04-29

EELV

INVESCO EXCH TRADED FD TR II

-66.74%

Shares125.7K

Event2026-03-31

Filed2026-04-29

BERKSHIRE HATHAWAY INC DEL

-30.99%

Shares7.1K

Event2026-03-31

Filed2026-04-29

AMZN

AMAZON COM INC

-11.22%

Shares14.7K

Event2026-03-31

Filed2026-04-29

NVDA

NVIDIA CORPORATION

-38.55%

Shares15.8K

Event2026-03-31

Filed2026-04-29

MSFT

MICROSOFT CORP

-13.37%

Shares7.3K

Event2026-03-31

Filed2026-04-29

INVESCO QQQ TR

-21.57%

Shares4.0K

Event2026-03-31

Filed2026-04-29

LPHABET INC

-3.40%

Shares7.7K

Event2026-03-31

Filed2026-04-29

GDE

WISDOMTREE TR

0.00%

Shares20.2K

Event2026-03-31

Filed2026-04-29

JPME

J P MORGAN EXCHANGE TRADED F

-34.98%

Shares10.5K

Event2026-03-31

Filed2026-04-29

JPM

JPMORGAN CHASE & CO

-7.95%

Shares4.0K

Event2026-03-31

Filed2026-04-29

SGOV

ISHARES TR

124.45%

Shares11.6K

Event2026-03-31

Filed2026-04-29

IWV

ISHARES TR

-6.94%

Shares2.8K

Event2026-03-31

Filed2026-04-29

ALPHABET INC

-27.96%

Shares3.2K

Event2026-03-31

Filed2026-04-29

SPDW

SPDR INDEX SHS FDS

-31.66%

Shares19.2K

Event2026-03-31

Filed2026-04-29

SPMO

INVESCO EXCH TRADED FD TR II

-79.77%

Shares7.5K

Event2026-03-31

Filed2026-04-29

SHV

ISHARES TR

87.49%

Shares7.4K

Event2026-03-31

Filed2026-04-29

NEE

NEXTERA ENERGY INC

1.45%

Shares8.3K

Event2026-03-31

Filed2026-04-29

LLY

ELI LILLY & CO

-7.90%

Shares828

Event2026-03-31

Filed2026-04-29

RWL

INVESCO EXCH TRADED FD TR II

-47.60%

Shares6.4K

Event2026-03-31

Filed2026-04-29

XLK

SELECT SECTOR SPDR TR

-69.90%

Shares5.5K

Event2026-03-31

Filed2026-04-29

QQQM

INVESCO EXCH TRADED FD TR II

-70.39%

Shares3.0K

Event2026-03-31

Filed2026-04-29

XLG

INVESCO EXCHANGE TRADED FD T

-70.04%

Shares12.6K

Event2026-03-31

Filed2026-04-29

BYLD

ISHARES TR

-78.84%

Shares28.3K

Event2026-03-31

Filed2026-04-29

FVD

FIRST TR EXCHANGE-TRADED FD

0.00%

Shares12.9K

Event2026-03-31

Filed2026-04-29

TIGO

ILLICOM INTL CELLULAR S A

0.00%

Shares8.0K

Event2026-03-31

Filed2026-04-29

AT&T INC

New

Shares20.2K

Event2026-03-31

Filed2026-04-29

FIRSTENERGY CORP

-5.05%

Shares11.3K

Event2026-03-31

Filed2026-04-29

IBIT

ISHARES BITCOIN TRUST ETF

-1.09%

Shares14.9K

Event2026-03-31

Filed2026-04-29

IOO

ISHARES TR

-80.29%

Shares4.7K

Event2026-03-31

Filed2026-04-29

VISA INC

-21.25%

Shares1.8K

Event2026-03-31

Filed2026-04-29

JPSE

J P MORGAN EXCHANGE TRADED F

-56.17%

Shares10.3K

Event2026-03-31

Filed2026-04-29

NFLX

NETFLIX INC.

122.26%

Shares5.5K

Event2026-03-31

Filed2026-04-29

DIA

TATE STR SPDR DOW JONES IND

-11.80%

Shares1.1K

Event2026-03-31

Filed2026-04-29

APH

AMPHENOL CORP

65.90%

Shares4.0K

Event2026-03-31

Filed2026-04-29

SMLF

ISHARES TR

-67.13%

Shares6.6K

Event2026-03-31

Filed2026-04-29

LNG

CHENIERE ENERGY INC

-3.25%

Shares1.7K

Event2026-03-31

Filed2026-04-29

WCN

WASTE CONNECTIONS INC

-2.48%

Shares2.9K

Event2026-03-31

Filed2026-04-29

IBM

INTERNATIONAL BUSINESS MACHS

-10.30%

Shares1.9K

Event2026-03-31

Filed2026-04-29

BLACKROCK INC

1.05%

Shares481

Event2026-03-31

Filed2026-04-29

YPF

YPF SOCIEDAD ANONIMA

0.00%

Shares9.6K

Event2026-03-31

Filed2026-04-29

SCI

SERVICE CORP INTL

-0.21%

Shares5.3K

Event2026-03-31

Filed2026-04-29

NU HLDGS LTD

0.00%

Shares30.2K

Event2026-03-31

Filed2026-04-29

IWD

ISHARES TR

-70.48%

Shares2.0K

Event2026-03-31

Filed2026-04-29

ATON CORP PLC

0.00%

Shares1.2K

Event2026-03-31

Filed2026-04-29

AON PLC

52.71%

Shares1.3K

Event2026-03-31

Filed2026-04-29

TSLA

TESLA INC

-27.20%

Shares1.1K

Event2026-03-31

Filed2026-04-29

SPYG

SPDR SERIES TRUST

-74.35%

Shares4.1K

Event2026-03-31

Filed2026-04-29

NDAQ

ASDAQ INC

0.94%

Shares4.7K

Event2026-03-31

Filed2026-04-29