Sponsored

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

Currently, LWM Advisory Services, LLC holds 80 types of securities in its portfolio with a total value $56.0M. In the most recent quarter, they have increased their positions in FBND (+30.0K shares, valued at $1.4M), JCPB (+22.0K shares, valued at $1.0M), N/A (+10.1K shares, valued at $883.3K); decreased their positions in N/A (-13.9K shares, valued at $10.4M), AAPL (-16.8K shares, valued at $4.9M), USFR (-83.3K shares, valued at $4.2M); initiated new positions in FBND (+30.0K shares, valued at $1.4M), JCPB (+22.0K shares, valued at $1.0M), N/A (+10.1K shares, valued at $883.4K).

1M P&L

-396.1K-0.84%

3M P&L

+1.2M+2.67%

HY P&L

+4.2M+10.03%

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/A18.8M

41.6%

2Consumer Electronics4.5M

9.9%

3Semiconductors2.5M

5.4%

Top Industries by Stock Count

1N/A30 stocks

43.5%

2Semiconductors3 stocks

4.3%

3Telecom Services3 stocks

4.3%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

STATE STR SPDR S&P 500 ETF T STATE STR SPDR S&P 500 ETF T8.0K shares-63.53%2026-06-302026-08-03

AAPL APPLE INC15.5K shares-52.06%2026-06-302026-08-03

BRK.B BERKSHIRE HATHAWAY INC DEL4.6K shares-35.62%2026-06-302026-08-03

NVDA NVIDIA CORPORATION9.2K shares-41.68%2026-06-302026-08-03

MSFT MICROSOFT CORP4.6K shares-36.70%2026-06-302026-08-03

GOOG ALPHABET INC4.5K shares-41.82%2026-06-302026-08-03

FBND FIDELITY MERRIMACK STR TR30.0K sharesnew addition2026-06-302026-08-03

AMZN AMAZON COM INC5.5K shares-62.55%2026-06-302026-08-03

Sponsored

QQQ INVESCO QQQ TR1.7K shares-57.33%2026-06-302026-08-03

GDE WISDOMTREE TR20.0K shares-0.95%2026-06-302026-08-03

USFR WISDOMTREE TR24.2K shares-77.53%2026-06-302026-08-03

LLY ELI LILLY & CO901 shares8.82%2026-06-302026-08-03

SGOV ISHARES TR10.4K shares-9.95%2026-06-302026-08-03

JCPB J P MORGAN EXCHANGE TRADED F22.0K sharesnew addition2026-06-302026-08-03

JPMORGAN CHASE & CO JPMORGAN CHASE & CO3.1K shares-21.87%2026-06-302026-08-03

SPDR SERIES TRUST SPDR SERIES TRUST10.1K sharesnew addition2026-06-302026-08-03

Sponsored

IWV ISHARES TR2.0K shares-30.12%2026-06-302026-08-03

EELV INVESCO EXCH TRADED FD TR II28.5K shares-77.31%2026-06-302026-08-03

LRGF ISHARES TR9.6K sharesnew addition2026-06-302026-08-03

TIGO MILLICOM INTL CELLULAR S A8.0K shares0.00%2026-06-302026-08-03

APH AMPHENOL CORP4.1K shares1.73%2026-06-302026-08-03

AVDE AMERICAN CENTY ETF TR8.0K sharesnew addition2026-06-302026-08-03

NEXTERA ENERGY INC NEXTERA ENERGY INC7.8K shares-6.24%2026-06-302026-08-03

PVAL PUTNAM ETF TRUST12.9K sharesnew addition2026-06-302026-08-03

Sponsored

GOOGL ALPHABET INC1.7K shares-46.14%2026-06-302026-08-03

JPME J P MORGAN EXCHANGE TRADED F4.7K shares-54.88%2026-06-302026-08-03

JMUB J P MORGAN EXCHANGE TRADED F11.5K shares-86.51%2026-06-302026-08-03

FVD FIRST TR EXCHANGE-TRADED FD11.8K shares-8.15%2026-06-302026-08-03

AVEM AMERICAN CENTY ETF TR5.7K sharesnew addition2026-06-302026-08-03

FE FIRSTENERGY CORP11.3K shares0.00%2026-06-302026-08-03

VFLO VICTORY PORTFOLIOS II11.5K sharesnew addition2026-06-302026-08-03

SHV ISHARES TR4.8K shares-35.73%2026-06-302026-08-03

Sponsored

AON AON PLC1.5K shares19.31%2026-06-302026-08-03

ETN EATON CORP PLC1.2K shares0.94%2026-06-302026-08-03

IBIT ISHARES BITCOIN TRUST ETF14.9K shares0.00%2026-06-302026-08-03

WCN WASTE CONNECTIONS INC2.9K shares0.00%2026-06-302026-08-03

PYLD PIMCO ETF TR18.2K sharesnew addition2026-06-302026-08-03

QLTY GMO ETF TRUST11.2K sharesnew addition2026-06-302026-08-03

VISA INC VISA INC1.4K shares-24.13%2026-06-302026-08-03

BLK BLACKROCK INC481 shares0.00%2026-06-302026-08-03

Sponsored

GEV GE VERNOVA INC377 shares1.89%2026-06-302026-08-03

YPF YPF SOCIEDAD ANONIMA9.6K shares0.00%2026-06-302026-08-03

JPSE J P MORGAN EXCHANGE TRADED F7.1K shares-31.12%2026-06-302026-08-03

IBM INTERNATIONAL BUSINESS MACHS1.5K shares-23.01%2026-06-302026-08-03

WORLD GOLD TR WORLD GOLD TR5.2K shares-88.64%2026-06-302026-08-03

NU NU HLDGS LTD30.2K shares0.00%2026-06-302026-08-03

SCI SERVICE CORP INTL5.3K shares0.00%2026-06-302026-08-03

T AT&T INC19.1K shares-5.39%2026-06-302026-08-03

Sponsored

GE GE AEROSPACE1.1K shares7.96%2026-06-302026-08-03

NDAQ NASDAQ INC4.7K shares0.00%2026-06-302026-08-03

IDV ISHARES TR8.5K shares-3.40%2026-06-302026-08-03

NETFLIX INC. NETFLIX INC.4.8K shares-12.37%2026-06-302026-08-03

VOO VANGUARD INDEX FDS489 shares0.00%2026-06-302026-08-03

VGIT VANGUARD SCOTTSDALE FDS5.7K sharesnew addition2026-06-302026-08-03

PAM PAMPA ENERGIA SA4.1K shares0.00%2026-06-302026-08-03

AMD ADVANCED MICRO DEVICES INC574 sharesnew addition2026-06-302026-08-03

Sponsored

BX BLACKSTONE INC2.8K shares-11.05%2026-06-302026-08-03

ORACLE CORP ORACLE CORP2.2K shares31.48%2026-06-302026-08-03

IQLT ISHARES TR6.5K sharesnew addition2026-06-302026-08-03

META PLATFORMS INC META PLATFORMS INC561 shares-18.10%2026-06-302026-08-03

DFIS DIMENSIONAL ETF TRUST9.0K sharesnew addition2026-06-302026-08-03

JEPI J P MORGAN EXCHANGE TRADED F5.5K shares0.00%2026-06-302026-08-03

TMUS T-MOBILE US INC1.8K shares0.00%2026-06-302026-08-03

DELL DELL TECHNOLOGIES INC685 sharesnew addition2026-06-302026-08-03

Sponsored

TMO THERMO FISHER SCIENTIFIC INC579 shares-18.22%2026-06-302026-08-03

MTSI MACOM TECH SOLUTIONS HLDGS I732 sharesnew addition2026-06-302026-08-03

BIPC BROOKFIELD INFRASTRUCTURE CO7.1K shares0.00%2026-06-302026-08-03

LNG CHENIERE ENERGY INC1.1K shares-33.97%2026-06-302026-08-03

SMLF ISHARES TR2.8K shares-56.87%2026-06-302026-08-03

WMT WALMART INC2.2K sharesnew addition2026-06-302026-08-03

MBB ISHARES TR2.6K sharesnew addition2026-06-302026-08-03

GPRK GEOPARK LTD25.2K shares0.00%2026-06-302026-08-03

Sponsored

MS MORGAN STANLEY1.1K sharesnew addition2026-06-302026-08-03

JNJ JOHNSON & JOHNSON891 sharesnew addition2026-06-302026-08-03

MASTERCARD INCORPORATED MASTERCARD INCORPORATED426 shares-21.55%2026-06-302026-08-03

TSLA TESLA INC513 shares-54.03%2026-06-302026-08-03

COSTCO WHOLESALE CORPORATION COSTCO WHOLESALE CORPORATION227 shares-26.77%2026-06-302026-08-03

MRK MERCK & CO INC1.6K sharesnew addition2026-06-302026-08-03

MELI MERCADOLIBRE INC122 shares0.00%2026-06-302026-08-03

MGK VANGUARD WORLD FD2.3K sharesnew addition2026-06-302026-08-03

Sponsored

STATE STR SPDR S&P 500 ETF T

-63.53%

Shares8.0K

Event2026-06-30

Filed2026-08-03

AAPL

APPLE INC

-52.06%

Shares15.5K

Event2026-06-30

Filed2026-08-03

BRK.B

BERKSHIRE HATHAWAY INC DEL

-35.62%

Shares4.6K

Event2026-06-30

Filed2026-08-03

NVDA

NVIDIA CORPORATION

-41.68%

Shares9.2K

Event2026-06-30

Filed2026-08-03

MSFT

MICROSOFT CORP

-36.70%

Shares4.6K

Event2026-06-30

Filed2026-08-03

GOOG

ALPHABET INC

-41.82%

Shares4.5K

Event2026-06-30

Filed2026-08-03

FBND

FIDELITY MERRIMACK STR TR

New

Shares30.0K

Event2026-06-30

Filed2026-08-03

AMZN

AMAZON COM INC

-62.55%

Shares5.5K

Event2026-06-30

Filed2026-08-03

QQQ

INVESCO QQQ TR

-57.33%

Shares1.7K

Event2026-06-30

Filed2026-08-03

GDE

WISDOMTREE TR

-0.95%

Shares20.0K

Event2026-06-30

Filed2026-08-03

USFR

WISDOMTREE TR

-77.53%

Shares24.2K

Event2026-06-30

Filed2026-08-03

LLY

ELI LILLY & CO

8.82%

Shares901

Event2026-06-30

Filed2026-08-03

SGOV

ISHARES TR

-9.95%

Shares10.4K

Event2026-06-30

Filed2026-08-03

JCPB

J P MORGAN EXCHANGE TRADED F

New

Shares22.0K

Event2026-06-30

Filed2026-08-03

JPMORGAN CHASE & CO

-21.87%

Shares3.1K

Event2026-06-30

Filed2026-08-03

SPDR SERIES TRUST

New

Shares10.1K

Event2026-06-30

Filed2026-08-03

IWV

ISHARES TR

-30.12%

Shares2.0K

Event2026-06-30

Filed2026-08-03

EELV

INVESCO EXCH TRADED FD TR II

-77.31%

Shares28.5K

Event2026-06-30

Filed2026-08-03

LRGF

ISHARES TR

New

Shares9.6K

Event2026-06-30

Filed2026-08-03

TIGO

MILLICOM INTL CELLULAR S A

0.00%

Shares8.0K

Event2026-06-30

Filed2026-08-03

APH

AMPHENOL CORP

1.73%

Shares4.1K

Event2026-06-30

Filed2026-08-03

AVDE

AMERICAN CENTY ETF TR

New

Shares8.0K

Event2026-06-30

Filed2026-08-03

NEXTERA ENERGY INC

-6.24%

Shares7.8K

Event2026-06-30

Filed2026-08-03

PVAL

PUTNAM ETF TRUST

New

Shares12.9K

Event2026-06-30

Filed2026-08-03

GOOGL

ALPHABET INC

-46.14%

Shares1.7K

Event2026-06-30

Filed2026-08-03

JPME

J P MORGAN EXCHANGE TRADED F

-54.88%

Shares4.7K

Event2026-06-30

Filed2026-08-03

JMUB

J P MORGAN EXCHANGE TRADED F

-86.51%

Shares11.5K

Event2026-06-30

Filed2026-08-03

FVD

FIRST TR EXCHANGE-TRADED FD

-8.15%

Shares11.8K

Event2026-06-30

Filed2026-08-03

AVEM

AMERICAN CENTY ETF TR

New

Shares5.7K

Event2026-06-30

Filed2026-08-03

FIRSTENERGY CORP

0.00%

Shares11.3K

Event2026-06-30

Filed2026-08-03

VFLO

VICTORY PORTFOLIOS II

New

Shares11.5K

Event2026-06-30

Filed2026-08-03

SHV

ISHARES TR

-35.73%

Shares4.8K

Event2026-06-30

Filed2026-08-03

AON

AON PLC

19.31%

Shares1.5K

Event2026-06-30

Filed2026-08-03

ETN

EATON CORP PLC

0.94%

Shares1.2K

Event2026-06-30

Filed2026-08-03

IBIT

ISHARES BITCOIN TRUST ETF

0.00%

Shares14.9K

Event2026-06-30

Filed2026-08-03

WCN

WASTE CONNECTIONS INC

0.00%

Shares2.9K

Event2026-06-30

Filed2026-08-03

PYLD

PIMCO ETF TR

New

Shares18.2K

Event2026-06-30

Filed2026-08-03

QLTY

GMO ETF TRUST

New

Shares11.2K

Event2026-06-30

Filed2026-08-03

VISA INC

-24.13%

Shares1.4K

Event2026-06-30

Filed2026-08-03

BLK

BLACKROCK INC

0.00%

Shares481

Event2026-06-30

Filed2026-08-03

GEV

GE VERNOVA INC

1.89%

Shares377

Event2026-06-30

Filed2026-08-03

YPF

YPF SOCIEDAD ANONIMA

0.00%

Shares9.6K

Event2026-06-30

Filed2026-08-03

JPSE

J P MORGAN EXCHANGE TRADED F

-31.12%

Shares7.1K

Event2026-06-30

Filed2026-08-03

IBM

INTERNATIONAL BUSINESS MACHS

-23.01%

Shares1.5K

Event2026-06-30

Filed2026-08-03

WORLD GOLD TR

-88.64%

Shares5.2K

Event2026-06-30

Filed2026-08-03

NU HLDGS LTD

0.00%

Shares30.2K

Event2026-06-30

Filed2026-08-03

SCI

SERVICE CORP INTL

0.00%

Shares5.3K

Event2026-06-30

Filed2026-08-03

AT&T INC

-5.39%

Shares19.1K

Event2026-06-30

Filed2026-08-03

GE AEROSPACE

7.96%

Shares1.1K

Event2026-06-30

Filed2026-08-03

NDAQ

NASDAQ INC

0.00%

Shares4.7K

Event2026-06-30

Filed2026-08-03

IDV

ISHARES TR

-3.40%

Shares8.5K

Event2026-06-30

Filed2026-08-03

NETFLIX INC.

-12.37%

Shares4.8K

Event2026-06-30

Filed2026-08-03

VOO

VANGUARD INDEX FDS

0.00%

Shares489

Event2026-06-30

Filed2026-08-03

VGIT

VANGUARD SCOTTSDALE FDS

New

Shares5.7K

Event2026-06-30

Filed2026-08-03

PAM

PAMPA ENERGIA SA

0.00%

Shares4.1K

Event2026-06-30

Filed2026-08-03

AMD

ADVANCED MICRO DEVICES INC

New

Shares574

Event2026-06-30

Filed2026-08-03

BLACKSTONE INC

-11.05%

Shares2.8K

Event2026-06-30

Filed2026-08-03

ORACLE CORP

31.48%

Shares2.2K

Event2026-06-30

Filed2026-08-03

IQLT

ISHARES TR

New

Shares6.5K

Event2026-06-30

Filed2026-08-03

META PLATFORMS INC

-18.10%

Shares561

Event2026-06-30

Filed2026-08-03

DFIS

DIMENSIONAL ETF TRUST

New

Shares9.0K

Event2026-06-30

Filed2026-08-03

JEPI

J P MORGAN EXCHANGE TRADED F

0.00%

Shares5.5K

Event2026-06-30

Filed2026-08-03

TMUS

T-MOBILE US INC

0.00%

Shares1.8K

Event2026-06-30

Filed2026-08-03

DELL

DELL TECHNOLOGIES INC

New

Shares685

Event2026-06-30

Filed2026-08-03

TMO

THERMO FISHER SCIENTIFIC INC

-18.22%

Shares579

Event2026-06-30

Filed2026-08-03

MTSI

MACOM TECH SOLUTIONS HLDGS I

New

Shares732

Event2026-06-30

Filed2026-08-03

BIPC

BROOKFIELD INFRASTRUCTURE CO

0.00%

Shares7.1K

Event2026-06-30

Filed2026-08-03

LNG

CHENIERE ENERGY INC

-33.97%

Shares1.1K

Event2026-06-30

Filed2026-08-03

SMLF

ISHARES TR

-56.87%

Shares2.8K

Event2026-06-30

Filed2026-08-03

WMT

WALMART INC

New

Shares2.2K

Event2026-06-30

Filed2026-08-03

MBB

ISHARES TR

New

Shares2.6K

Event2026-06-30

Filed2026-08-03

GPRK

GEOPARK LTD

0.00%

Shares25.2K

Event2026-06-30

Filed2026-08-03

MORGAN STANLEY

New

Shares1.1K

Event2026-06-30

Filed2026-08-03

JNJ

JOHNSON & JOHNSON

New

Shares891

Event2026-06-30

Filed2026-08-03

MASTERCARD INCORPORATED

-21.55%

Shares426

Event2026-06-30

Filed2026-08-03

TSLA

TESLA INC

-54.03%

Shares513

Event2026-06-30

Filed2026-08-03

COSTCO WHOLESALE CORPORATION

-26.77%

Shares227

Event2026-06-30

Filed2026-08-03

MRK

MERCK & CO INC

New

Shares1.6K

Event2026-06-30

Filed2026-08-03

MELI

MERCADOLIBRE INC

0.00%

Shares122

Event2026-06-30

Filed2026-08-03

MGK

VANGUARD WORLD FD

New

Shares2.3K

Event2026-06-30

Filed2026-08-03

Call Option Holdings

No call option holdings data available

Put Option Holdings

No put option holdings data available