Lwm Advisory Services, LLC Top Holdings and 13F Report (2025) About Lwm Advisory Services, LLCInvestment ActivityLwm Advisory Services, LLC has $145.00 million in total holdings as of June 30, 2025.Lwm Advisory Services, LLC owns shares of 90 different stocks, but just 29 companies or ETFs make up 80% of its holdings.Approximately 8.25% of the portfolio was purchased this quarter.About 14.57% of the portfolio was sold this quarter.This quarter, Lwm Advisory Services, LLC has purchased 96 new stocks and bought additional shares in 19 stocks.Lwm Advisory Services, LLC sold shares of 49 stocks and completely divested from 8 stocks this quarter.Largest Holdings SPDR Gold MiniShares Trust $16,984,725SPDR S&P 500 ETF Trust $12,845,271Invesco S&P Emerging Markets Low Volatility ETF $10,279,009Invesco S&P 500 Equal Weight ETF $8,989,991JPMorgan Municipal ETF $6,899,141 Largest New Holdings this Quarter 464287598 - iShares Russell 1000 Value ETF $1,022,541 Holding631103108 - Nasdaq $418,126 Holding Largest Purchases this Quarter SPDR Gold MiniShares Trust 97,516 shares (about $6.39M)Invesco NASDAQ 100 ETF 6,287 shares (about $1.43M)iShares Russell 1000 Value ETF 5,264 shares (about $1.02M)Invesco S&P Emerging Markets Low Volatility ETF 38,368 shares (about $1.00M)SPDR S&P 500 ETF Trust 943 shares (about $582.64K) Largest Sales this Quarter Global X U.S. Infrastructure Development ETF 168,736 shares (about $7.35M)First Trust Morningstar Dividend Leaders Index Fund 25,462 shares (about $1.07M)iShares Global 100 ETF 3,995 shares (about $430.70K)Invesco S&P 500 Top 50 ETF 6,859 shares (about $357.35K)Invesco QQQ 634 shares (about $349.76K) 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 PortfolioSectorGLDMSPDR Gold MiniShares Trust$16,984,725$6,389,239 ▲60.3%259,23011.7%FinanceSPYSPDR S&P 500 ETF Trust$12,845,271$582,640 ▲4.8%20,7908.9%FinanceEELVInvesco S&P Emerging Markets Low Volatility ETF$10,279,009$1,002,173 ▲10.8%393,5307.1%ETFRSPInvesco S&P 500 Equal Weight ETF$8,989,991$65,245 ▲0.7%49,4666.2%ETFJMUBJPMorgan Municipal ETF$6,899,141$138,000 ▲2.0%138,9834.8%ETFAAPLApple$5,973,434$118,385 ▼-1.9%29,1144.1%Computer and TechnologyBRK.BBerkshire Hathaway$4,844,871$48,580 ▲1.0%9,9733.3%FinanceMSFTMicrosoft$4,494,811$225,835 ▼-4.8%9,0363.1%Computer and TechnologySPMOInvesco S&P 500 Momentum ETF$4,370,839$305,246 ▲7.5%38,8623.0%ETFUSFRWisdomTree Floating Rate Treasury Fund$4,224,045$83,917 ▲2.0%83,9602.9%FinanceNVDANVIDIA$4,106,848$245,046 ▼-5.6%25,9942.8%Computer and TechnologyAMZNAmazon.com$3,630,899$109,037 ▼-2.9%16,5502.5%Retail/WholesaleBYLDiShares Yield Optimized Bond ETF$3,105,327$11,305 ▲0.4%137,3432.1%ETFQQQInvesco QQQ$2,751,172$349,758 ▼-11.3%4,9871.9%FinanceIOOiShares Global 100 ETF$2,375,045$430,699 ▼-15.4%22,0301.6%ETFQQQMInvesco NASDAQ 100 ETF$2,356,078$1,427,726 ▲153.8%10,3751.6%ETFXLGInvesco S&P 500 Top 50 ETF$1,828,974$357,355 ▼-16.3%35,1051.3%ETFFDSFactSet Research Systems$1,789,1200.0%4,0001.2%Business ServicesJPMEJPMorgan Diversified Return U.S. Mid Cap Equity ETF$1,563,526$2,385 ▼-0.2%15,0771.1%ETFJPMJPMorgan Chase & Co.$1,527,626$59,435 ▼-3.7%5,2691.1%FinanceGOOGAlphabet$1,442,615$76,814 ▼-5.1%8,1321.0%Computer and TechnologyXMHQInvesco S&P MidCap Quality ETF$1,347,981$24,462 ▼-1.8%13,7210.9%ETFSMLFiShares U.S. Small Cap Equity Factor ETF$1,347,881$132,709 ▲10.9%19,8360.9%ETFLLYEli Lilly and Company$1,324,0100.0%1,6980.9%MedicalSPYGSPDR Portfolio S&P 500 Growth ETF$1,307,292$58,053 ▼-4.3%13,7140.9%ETFFDLFirst Trust Morningstar Dividend Leaders Index Fund$1,234,450$1,066,091 ▼-46.3%29,4830.9%ETFNEENextEra Energy$1,158,826$92,398 ▲8.7%16,6930.8%UtilitiesIWViShares Russell 3000 ETF$1,067,0920.0%3,0400.7%ETFIWDiShares Russell 1000 Value ETF$1,022,541$1,022,541 ▲New Holding5,2640.7%ETFJPSEJPMorgan Diversified Return U.S. Small Cap Equity ETF$999,502$4,503 ▲0.5%21,9720.7%ETFSPDWSPDR Portfolio Developed World ex-US ETF$950,418$17,370 ▼-1.8%23,4730.7%ETFBLACKROCK INC$919,1420.0%8760.6%COMISHARES BITCOIN TRUST ETF$910,4990.0%14,8750.6%SHS BEN INTVVisa$819,078$87,378 ▼-9.6%2,3060.6%Business ServicesGOOGLAlphabet$755,271$53,230 ▼-6.6%4,2850.5%Computer and TechnologyIWBiShares Russell 1000 ETF$745,535$1,698 ▼-0.2%2,1950.5%ETFMETAMeta Platforms$716,643$10,343 ▼-1.4%9700.5%Computer and TechnologyXLKTechnology Select Sector SPDR Fund$677,150$18,233 ▼-2.6%2,6740.5%ETFTMUST-Mobile US$657,594$58,850 ▲9.8%2,7600.5%Computer and TechnologyIBMInternational Business Machines$640,776$17,988 ▼-2.7%2,1730.4%Computer and TechnologySPGIS&P Global$606,908$77,511 ▲14.6%1,1510.4%FinanceFVDFirst Trust Value Line Dividend Index Fund$574,801$17,880 ▼-3.0%12,8590.4%ETFSTIPiShares 0-5 Year TIPS Bond ETF$567,756$412 ▼-0.1%5,5170.4%ETFWCNWaste Connections$563,670$2,051 ▼-0.4%3,0230.4%Business ServicesPAVEGlobal X U.S. Infrastructure Development ETF$562,747$7,353,495 ▼-92.9%12,9130.4%ETFDIASPDR Dow Jones Industrial Average ETF Trust$551,958$441 ▲0.1%1,2530.4%FinanceURTHiShares MSCI World ETF$549,1300.0%3,2420.4%ETFMAMastercard$527,096$56,194 ▼-9.6%9380.4%Business ServicesMCDMcDonald's$505,698$32,154 ▼-6.0%1,7300.3%Retail/WholesaleAWKAmerican Water Works$504,412$23,649 ▼-4.5%3,6260.3%UtilitiesSGOViShares 0-3 Month Treasury Bond ETF$502,643$187,182 ▼-27.1%4,9920.3%ETFCOSTCostco Wholesale$490,017$57,416 ▼-10.5%4950.3%Retail/WholesaleBXBlackstone$487,180$12,864 ▲2.7%3,2570.3%FinanceFEFirstEnergy$486,096$76,493 ▲18.7%12,0740.3%UtilitiesVRSKVerisk Analytics$479,398$1,246 ▼-0.3%1,5390.3%Business ServicesCPCanadian Pacific Kansas City$475,2030.0%5,9930.3%TransportationHDHome Depot$463,305$51,723 ▼-10.0%1,2630.3%Retail/WholesaleTXNTexas Instruments$462,7870.0%2,2290.3%Computer and TechnologyMELIMercadoLibre$449,5440.0%1720.3%Retail/WholesaleAMTAmerican Tower$435,058$64,772 ▼-13.0%1,9680.3%FinanceCHENIERE ENERGY INC$434,9250.0%1,7860.3%COM NEWSCIService Corporation International$433,046$1,058 ▼-0.2%5,3200.3%Consumer StaplesDKNGDraftKings$426,1110.0%9,9350.3%Consumer DiscretionaryNFLXNetflix$425,841$40,174 ▼-8.6%3180.3%Consumer DiscretionaryPGProcter & Gamble$419,989$27,245 ▼-6.1%2,6360.3%Consumer StaplesETNEaton$419,4620.0%1,1750.3%IndustrialsNDAQNasdaq$418,126$418,126 ▲New Holding4,6760.3%FinanceALCAlcon$402,7790.0%4,5660.3%MedicalTIGOMillicom International Cellular$398,6060.0%10,6380.3%Computer and TechnologyTMOThermo Fisher Scientific$368,967$40,546 ▼-9.9%9100.3%MedicalCVXChevron$365,133$7,159 ▼-1.9%2,5500.3%EnergyWMWaste Management$360,3920.0%1,5750.2%Business ServicesTSLATesla$359,269$28,589 ▼-7.4%1,1310.2%Auto/Tires/TrucksTDGTransdigm Group$342,143$1,521 ▼-0.4%2250.2%AerospaceVOOVanguard S&P 500 ETF$333,4320.0%5870.2%ETFZTSZoetis$330,924$17,154 ▼-4.9%2,1220.2%MedicalABBVAbbVie$321,493$6,868 ▼-2.1%1,7320.2%MedicalCTASCintas$320,933$75,776 ▼-19.1%1,4400.2%Business ServicesYPFYPF Sociedad Anonima$319,123$85,261 ▼-21.1%10,1470.2%EnergyPAMPampa Energia$303,398$63,691 ▼-17.4%4,3730.2%UtilitiesBROOKFIELD INFRASTRUCTURE CO$296,6890.0%7,1320.2%COM SUB VTG ATTTrane Technologies$288,691$87,482 ▼-23.3%6600.2%ConstructionWMTWalmart$262,439$17,600 ▼-6.3%2,6840.2%Retail/WholesaleOMFLInvesco Russell 1000 Dynamic Multifactor ETF$248,743$20,801 ▼-7.7%4,3050.2%ETFABTAbbott Laboratories$243,457$18,361 ▼-7.0%1,7900.2%MedicalUNHUnitedHealth Group$234,287$16,846 ▲7.7%7510.2%MedicalPWRQuanta Services$232,519$62,383 ▼-21.2%6150.2%ConstructionCBChubb$217,8670.0%7520.2%FinanceQCOMQUALCOMM$217,2060.0%1,3640.1%Computer and TechnologyVRARThe Glimpse Group$23,9400.0%17,6030.0%Business ServicesCOWZPacer US Cash Cows 100 ETF$0$7,245,377 ▼-100.0%00.0%ETFNUNU$0$509,941 ▼-100.0%00.0%FinanceGSThe Goldman Sachs Group$0$455,057 ▼-100.0%00.0%FinanceBILSPDR Bloomberg 1-3 Month T-Bill ETF$0$250,514 ▼-100.0%00.0%ETFADBEAdobe$0$234,158 ▼-100.0%00.0%Computer and TechnologyCHDChurch & Dwight$0$220,180 ▼-100.0%00.0%Consumer StaplesCRMSalesforce$0$217,976 ▼-100.0%00.0%Computer and TechnologySNPSSynopsys$0$211,431 ▼-100.0%00.0%Computer and TechnologyShowing 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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