Lwm Advisory Services, LLC Purchases and Sells in Q3 2024

Lwm Advisory Services, LLC

$131 Million
Q3 2024

Top Buys

Incresed Positions

35 operations

Stock	Shares change	Price Range	Shares Held	Trade History
SPY	15.2K + 72.28%	$517.38 - $573.86 $7.87M - $8.73M	36.3K $20.8M
AAPL	7.64K + 28.72%	$207.23 - $234.82 $1.58M - $1.79M	34.2K $7.97M
MSFT	3.13K + 42.97%	$395.15 - $467.56 $1.24M - $1.46M	10.4K $4.48M
NVDA	10.1K + 59.45%	$98.91 - $134.91 $1M - $1.36M	27.1K $3.29M
SPMO	10.5K + 55.82%	$79.58 - $91.64 $837K - $964K	29.4K $2.66M
BRK-B	844 + 10.43%	$405.19 - $478.57 $342K - $404K	8.94K $4.11M

New Holdings

16 operations

Stock	Shares change	Price Range	Shares Held	Trade History
GLDM	21.4K New	$46.2 - $53.01 $986K - $1.13M	21.4K $1.11M
IWB	2.12K New	$283.28 - $314.39 $599K - $665K	2.12K $664K
MA	1.04K New	$429.6 - $500.99 $446K - $520K	1.04K $512K
UNH	764 New	$488.01 - $604.18 $373K - $462K	764 $446K
ETN	1.26K New	$272.52 - $333.02 $343K - $419K	1.26K $416K
SGOV	3.75K New	$100.3 - $100.74 $376K - $377K	3.75K $377K

Top Sells

Reduced Positions

32 operations

Stock	Shares change	Price Range	Shares Held	Trade History
OMFL	-207K - 96.81%	$47.65 - $52.99 $9.86M - $11M	6.82K $361K
SPGI	-1.87K - 64.69%	$446.32 - $527.38 $832K - $984K	1.02K $525K
QQQM	-1.87K - 23.35%	$178.94 - $207.0 $335K - $387K	6.14K $1.23M
QQQ	-800 - 12.2%	$434.77 - $502.96 $348K - $402K	5.76K $2.81M
SPYG	-2.16K - 11.79%	$73.38 - $84.1 $159K - $182K	16.2K $1.34M
SPDW	-4.55K - 14.33%	$33.74 - $37.96 $154K - $173K	27.2K $1.02M

Activity Summary All Purchases 51 New Holdings 16 Increased Positions 35 All Sells 32 Reductions 32 Sold out 0 Calls 0 Puts 0

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