Lwm Advisory Services, LLC Purchases and Sells in Q1 2025

Lwm Advisory Services, LLC

$139 Million
Q1 2025

Top Buys

Incresed Positions

35 operations

Stock	Shares change	Price Range	Shares Held	Trade History
GLDM	24.6K + 17.95%	$52.19 - $61.89 $1.28M - $1.52M	162K $10M
USFR	50.4K + 158.11%	$50.29 - $50.5 $2.54M - $2.55M	82.3K $4.14M
BRK-B	968 + 10.87%	$442.66 - $534.52 $428K - $517K	9.87K $5.26M
EELV	17.4K + 5.15%	$23.18 - $24.68 $403K - $429K	355K $8.62M
JMUB	3.81K + 2.88%	$49.69 - $50.76 $189K - $193K	136K $6.81M
SGOV	1.29K + 23.29%	$100.34 - $100.68 $130K - $130K	6.85K $689K

New Holdings

6 operations

Stock	Shares change	Price Range	Shares Held	Trade History
RSP	49.1K New	$169.43 - $182.84 $8.32M - $8.98M	49.1K $8.51M
FDL	54.9K New	$39.69 - $43.83 $2.18M - $2.41M	54.9K $2.39M
TXN	2.23K New	N/A	2.23K $433K
DKNG	9.94K New	$33.21 - $53.49 $330K - $531K	9.94K $329K
BIL	2.73K New	$91.45 - $91.75 $250K - $251K	2.73K $250K
CANADIAN PACIFIC KANSAS CITY	5.99K New	N/A	5.99K $0

Top Sells

Reduced Positions

26 operations

Stock	Shares change	Price Range	Shares Held	Trade History
SPY	-15.3K - 43.57%	$551.42 - $612.93 $8.45M - $9.39M	19.8K $11.1M
AAPL	-2.71K - 8.36%	$209.68 - $247.1 $568K - $669K	29.7K $6.6M
COWZ	-20.8K - 13.58%	$53.6 - $58.97 $1.11M - $1.23M	132K $7.25M
XLG	-22.4K - 34.77%	$45.72 - $51.73 $1.02M - $1.16M	42K $1.93M
XMHQ	-7.03K - 33.47%	$89.18 - $104.04 $627K - $731K	14K $1.28M
QQQM	-2.49K - 37.89%	$192.82 - $222.1 $481K - $554K	4.09K $789K

Activity Summary All Purchases 41 New Holdings 6 Increased Positions 35 All Sells 26 Reductions 26 Sold out 0 Calls 0 Puts 0

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Lwm Advisory Services, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Lwm Advisory Services, LLC with notifications on news.