Lwm Advisory Services, LLC Purchases and Sells in Q3 2025

Lwm Advisory Services, LLC

$153 Million
Q3 2025

Top Buys

Incresed Positions

36 operations

Stock	Shares change	Price Range	Shares Held	Trade History
SPY	23.6K + 113.39%	$617.65 - $666.84 $14.6M - $15.7M	44.4K $29.6M
XLK	6.45K + 241.06%	$250.97 - $282.66 $1.62M - $1.82M	9.12K $2.57M
AAPL	908 + 3.12%	$202.38 - $256.87 $184K - $233K	30K $7.64M
USFR	18.1K + 21.55%	$50.23 - $50.48 $909K - $913K	102K $5.13M
NVDA	302 + 1.16%	$153.3 - $186.58 $46.3K - $56.3K	26.3K $4.91M
XLG	7.67K + 21.86%	$51.78 - $57.89 $397K - $444K	42.8K $2.46M

New Holdings

8 operations

Stock	Shares change	Price Range	Shares Held	Trade History
IWP	12K New	$137.51 - $145.26 $1.65M - $1.74M	12K $1.71M
RWL	12K New	$102.17 - $110.66 $1.22M - $1.33M	12K $1.33M
GDE	20.2K New	$47.23 - $57.41 $954K - $1.16M	20.2K $1.16M
SMB	52.2K New	$17.24 - $17.48 $900K - $912K	52.2K $909K
NU	41.1K New	$11.92 - $16.3 $490K - $670K	41.1K $657K
APP	375 New	$335.1 - $718.54 $126K - $269K	375 $269K

Top Sells

Reduced Positions

29 operations

Stock	Shares change	Price Range	Shares Held	Trade History
GLDM	-97.7K - 37.7%	$64.73 - $76.45 $6.33M - $7.47M	161K $12.3M
EELV	-23.6K - 6.0%	$25.72 - $27.0 $607K - $638K	370K $9.85M
JMUB	-8.11K - 5.83%	$49.09 - $50.58 $398K - $410K	131K $6.61M
SGOV	-2.47K - 49.48%	$100.37 - $100.74 $248K - $249K	2.52K $253K
LLY	-109 - 6.42%	$625.65 - $812.69 $68.2K - $88.6K	1.59K $1.21M
NFLX	-38 - 11.95%	$1147.87 - $1297.18 $43.6K - $49.3K	280 $335K

Activity Summary All Purchases 44 New Holdings 8 Increased Positions 36 All Sells 29 Reductions 29 Sold out 0 Calls 0 Puts 0

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