Lwm Advisory Services, LLC Top Holdings and 13F Report (2025) About Lwm Advisory Services, LLCInvestment ActivityLwm Advisory Services, LLC has $143.99 million in total holdings as of March 31, 2025.Lwm Advisory Services, LLC owns shares of 96 different stocks, but just 31 companies or ETFs make up 80% of its holdings.Approximately 13.20% of the portfolio was purchased this quarter.About 10.72% of the portfolio was sold this quarter.This quarter, Lwm Advisory Services, LLC has purchased 95 new stocks and bought additional shares in 35 stocks.Lwm Advisory Services, LLC sold shares of 26 stocks and completely divested from 5 stocks this quarter.Largest Holdings SPDR S&P 500 ETF Trust $11,101,962SPDR Gold MiniShares Trust $10,008,456Invesco S&P Emerging Markets Low Volatility ETF $8,624,174Invesco S&P 500 Equal Weight ETF $8,506,788Pacer US Cash Cows 100 ETF $7,245,377 Largest New Holdings this Quarter 46137V357 - Invesco S&P 500 Equal Weight ETF $8,506,788 Holding336917109 - First Trust Morningstar Dividend Leaders Index $2,386,813 Holding13646K108 - Canadian Pacific Kansas City $420,562 Holding882508104 - Texas Instruments $400,553 Holding26142V105 - DraftKings $329,939 Holding Largest Purchases this Quarter Invesco S&P 500 Equal Weight ETF 49,107 shares (about $8.51M)WisdomTree Bloomberg Floating Rate Treasury Fund 50,410 shares (about $2.54M)First Trust Morningstar Dividend Leaders Index 54,945 shares (about $2.39M)SPDR Gold MiniShares Trust 24,608 shares (about $1.52M)Berkshire Hathaway 968 shares (about $515.54K) Largest Sales this Quarter SPDR S&P 500 ETF Trust 15,321 shares (about $8.57M)Pacer US Cash Cows 100 ETF 20,789 shares (about $1.14M)Invesco S&P 500 Top 50 ETF 22,371 shares (about $1.03M)Invesco S&P MidCap Quality ETF 7,029 shares (about $643.37K)Apple 2,708 shares (about $601.75K) Sector Allocation Over TimeMap of 500 Largest Holdings ofLwm Advisory Services, LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorSPYSPDR S&P 500 ETF Trust$11,101,962$8,570,220 ▼-43.6%19,8477.7%FinanceGLDMSPDR Gold MiniShares Trust$10,008,456$1,522,986 ▲17.9%161,7147.0%FinanceEELVInvesco S&P Emerging Markets Low Volatility ETF$8,624,174$422,125 ▲5.1%355,1626.0%ETFRSPInvesco S&P 500 Equal Weight ETF$8,506,788$8,506,788 ▲New Holding49,1075.9%ETFCOWZPacer US Cash Cows 100 ETF$7,245,377$1,138,401 ▼-13.6%132,3125.0%ETFPAVEGlobal X U.S. Infrastructure Development ETF$6,853,609$159,183 ▲2.4%181,6494.8%ETFJMUBJPMorgan Municipal ETF$6,810,168$190,401 ▲2.9%136,2034.7%ETFAAPLApple$6,597,641$601,745 ▼-8.4%29,6914.6%Computer and TechnologyBRK.BBerkshire Hathaway$5,258,229$515,544 ▲10.9%9,8733.7%FinanceUSFRWisdomTree Bloomberg Floating Rate Treasury Fund$4,141,745$2,537,128 ▲158.1%82,2922.9%FinanceMSFTMicrosoft$3,572,804$12,424 ▼-0.3%9,4902.5%Computer and TechnologySPMOInvesco S&P 500 Momentum ETF$3,344,766$102,153 ▲3.2%36,1482.3%ETFAMZNAmazon.com$3,245,613$85,676 ▲2.7%17,0472.3%Retail/WholesaleBYLDiShares Yield Optimized Bond ETF$3,068,692$130,221 ▲4.4%136,8432.1%ETFNVDANVIDIA$2,996,217$156,093 ▲5.5%27,5452.1%Computer and TechnologyQQQInvesco QQQ$2,638,071$96,681 ▲3.8%5,6211.8%FinanceIOOiShares Global 100 ETF$2,505,892$9,629 ▲0.4%26,0251.7%ETFFDLFirst Trust Morningstar Dividend Leaders Index$2,386,813$2,386,813 ▲New Holding54,9451.7%ETFXLGInvesco S&P 500 Top 50 ETF$1,931,174$1,029,508 ▼-34.8%41,9641.3%ETFFDSFactSet Research Systems$1,818,5600.0%4,0001.3%Business ServicesJPMEJPMorgan Diversified Return U.S. Mid Cap Equity ETF$1,518,682$42,443 ▼-2.7%15,1001.1%ETFLLYEli Lilly and Company$1,401,706$120,524 ▼-7.9%1,6981.0%MedicalJPMJPMorgan Chase & Co.$1,341,348$3,921 ▲0.3%5,4740.9%FinanceGOOGAlphabet$1,340,4330.0%8,5650.9%Computer and TechnologyXMHQInvesco S&P MidCap Quality ETF$1,278,683$643,369 ▼-33.5%13,9700.9%ETFSPYGSPDR Portfolio S&P 500 Growth ETF$1,151,103$97,405 ▼-7.8%14,3230.8%ETFSMLFiShares U.S. Small Cap Equity Factor ETF$1,111,592$65,329 ▼-5.6%17,8830.8%ETFNEENextEra Energy$1,089,047$5,671 ▲0.5%15,3620.8%UtilitiesIWViShares Russell 3000 ETF$965,6710.0%3,0400.7%ETFJPSEJPMorgan Diversified Return U.S. Small Cap Equity ETF$953,455$29,642 ▼-3.0%21,8730.7%ETFVVisa$889,639$32,072 ▼-3.5%2,5520.6%Business ServicesSPDWSPDR Portfolio Developed World ex-US ETF$870,267$36,665 ▼-4.0%23,9020.6%ETFBLACKROCK INC$829,1150.0%8760.6%COMQQQMInvesco NASDAQ 100 ETF$789,091$481,407 ▼-37.9%4,0880.5%ETFGOOGLAlphabet$713,923$11,050 ▲1.6%4,5870.5%Computer and TechnologyISHARES BITCOIN TRUST ETF$696,2990.0%14,8750.5%SHS BEN INTSGOViShares 0-3 Month Treasury Bond ETF$689,689$130,267 ▲23.3%6,8510.5%ETFIWBiShares Russell 1000 ETF$674,869$18,712 ▼-2.7%2,2000.5%ETFTMUST-Mobile US$672,2600.0%2,5130.5%Computer and TechnologyWCNWaste Connections$591,366$14,618 ▲2.5%3,0340.4%Business ServicesFVDFirst Trust Value Line Dividend Index Fund$591,2230.0%13,2590.4%ETFMCDMcDonald's$575,4870.0%1,8400.4%Retail/WholesaleSTIPiShares 0-5 Year TIPS Bond ETF$571,293$2,794 ▲0.5%5,5210.4%ETFMETAMeta Platforms$569,520$34,727 ▲6.5%9840.4%Computer and TechnologyMAMastercard$569,2500.0%1,0380.4%Business ServicesXLKTechnology Select Sector SPDR Fund$567,014$416,485 ▼-42.3%2,7460.4%ETFAWKAmerican Water Works$559,572$4,422 ▼-0.8%3,7960.4%UtilitiesIBMInternational Business Machines$555,842$2,488 ▼-0.4%2,2340.4%Computer and TechnologyDIASPDR Dow Jones Industrial Average ETF Trust$525,746$420 ▲0.1%1,2520.4%FinanceCOSTCostco Wholesale$525,5810.0%5530.4%Retail/WholesaleHDHome Depot$513,768$18,663 ▲3.8%1,4040.4%Retail/WholesaleSPGIS&P Global$510,6240.0%1,0040.4%Business ServicesNUNU$509,941$200,970 ▼-28.3%49,7990.4%FinanceURTHiShares MSCI World ETF$496,6100.0%3,2420.3%ETFTMOThermo Fisher Scientific$496,299$131,691 ▲36.1%1,0100.3%MedicalAMTAmerican Tower$492,992$26,383 ▼-5.1%2,2610.3%FinancePGProcter & Gamble$478,406$53,005 ▲12.5%2,8070.3%Consumer StaplesVRSKVerisk Analytics$459,2260.0%1,5430.3%Business ServicesGSThe Goldman Sachs Group$455,057$35,509 ▲8.5%8330.3%FinanceYPFYPF Sociedad Anónima$450,541$44,921 ▲11.1%12,8580.3%EnergyBXBlackstone$443,2410.0%3,1710.3%FinanceCVXChevron$435,387$2,512 ▲0.6%2,6000.3%EnergyALCAlcon$429,5510.0%4,5660.3%MedicalSCIService Co. International$427,7050.0%5,3330.3%Consumer StaplesCPCanadian Pacific Kansas City$420,562$420,562 ▲New Holding5,9930.3%TransportationCHENIERE ENERGY INC$413,279$225,383 ▼-35.3%1,7860.3%COM NEWFEFirstEnergy$411,2110.0%10,1740.3%UtilitiesPAMPampa Energía$408,463$42,846 ▲11.7%5,2910.3%UtilitiesTXNTexas Instruments$400,553$400,553 ▲New Holding2,2290.3%Computer and TechnologyABBVAbbVie$370,0710.0%1,7690.3%MedicalCTASCintas$370,0090.0%1,7800.3%Business ServicesZTSZoetis$365,0320.0%2,2320.3%MedicalUNHUnitedHealth Group$364,662$28,775 ▼-7.3%6970.3%MedicalWMWaste Management$364,628$17,363 ▲5.0%1,5750.3%Business ServicesMELIMercadoLibre$335,549$97,543 ▲41.0%1720.2%Retail/WholesaleDKNGDraftKings$329,939$329,939 ▲New Holding9,9350.2%Consumer DiscretionaryNFLXNetflix$323,978$19,550 ▼-5.7%3480.2%Consumer DiscretionaryTSLATesla$322,951$45,758 ▲16.5%1,2210.2%Auto/Tires/TrucksTIGOMillicom International Cellular$322,0120.0%10,6380.2%Computer and TechnologyETNEaton$319,398$6,796 ▼-2.1%1,1750.2%IndustrialsTDGTransDigm Group$312,622$16,599 ▲5.6%2260.2%AerospaceVOOVanguard S&P 500 ETF$301,664$50,363 ▲20.0%5870.2%ETFTTTrane Technologies$293,819$6,833 ▲2.4%8600.2%ConstructionBROOKFIELD INFRASTRUCTURE CO$257,5560.0%7,1320.2%COM SUB VTG AABTAbbott Laboratories$255,2210.0%1,9250.2%MedicalWMTWalmart$252,709$20,912 ▲9.0%2,8640.2%Retail/WholesaleBILSPDR Bloomberg Barclays 1-3 Month T-Bill ETF$250,514$250,514 ▲New Holding2,7310.2%ETFOMFLInvesco Russell 1000 Dynamic Multifactor ETF$248,691$12,048 ▼-4.6%4,6650.2%ETFADBEAdobe$234,1580.0%6110.2%Computer and TechnologyCBChubb$227,093$2,416 ▼-1.1%7520.2%FinanceCHDChurch & Dwight$220,1800.0%2,0000.2%Consumer StaplesCRMSalesforce$217,976$2,964 ▲1.4%8090.2%Computer and TechnologySNPSSynopsys$211,4310.0%4850.1%Computer and TechnologyQCOMQUALCOMM$209,5010.0%1,3640.1%Computer and TechnologyPWRQuanta Services$201,1620.0%7800.1%ConstructionVRARThe Glimpse Group$20,4190.0%17,6030.0%Business ServicesPEPPepsiCo$0$386,183 ▼-100.0%00.0%Consumer StaplesGTLSChart Industries$0$382,634 ▼-100.0%00.0%IndustrialsMUBiShares National Muni Bond ETF$0$364,934 ▼-100.0%00.0%ETFCSXCSX$0$216,677 ▼-100.0%00.0%TransportationShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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