Lwm Advisory Services, LLC has filed its 13F form on May 13, 2025 for Q1 2025 where it was disclosed a total value porftolio of $139 Million distributed in 96 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Spdr S&P 500 ETF Trust with a value of $11.1M, World Gold Trust with a value of $10M, Invesco ETF Tr Ii S&P Emerging with a value of $8.62M, Invesco S&P 500 Equal Weight E with a value of $8.51M, and Pacer Fds Tr Us Cash Cows 100 with a value of $7.25M.
Examining the 13F form we can see an decrease of $249K in the current position value, from $139M to 139M.
Lwm Advisory Services, LLC is based out at Plantation, FL
Below you can find more details about Lwm Advisory Services, LLC portfolio as well as his latest detailed transactions.
