Lwm Advisory Services, LLC Purchases in Q3 2025

Lwm Advisory Services, LLC

  • $153 Million
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
SPY
Spdr S&P 500 ETF Trust

ETFs
23.6K
+ 113.39%
$617.65 - $666.84 $14.6M - $15.7M
44.4K $29.6M
XLK
Technology Sector Spdr

ETFs
6.45K
+ 241.06%
$250.97 - $282.66 $1.62M - $1.82M
9.12K $2.57M
IWP
Ishares Russell Mid Cap Growth

ETFs
12K
New
$137.51 - $145.26 $1.65M - $1.74M
12K $1.71M
AAPL
Apple Inc.

Technology
908
+ 3.12%
$202.38 - $256.87 $184K - $233K
30K $7.64M
RWL
Invesco Exchange Traded Fd Tr

ETFs
12K
New
$102.17 - $110.66 $1.22M - $1.33M
12K $1.33M
GDE
Wisdomtree Tr Efficient Gold P

ETFs
20.2K
New
$47.23 - $57.41 $954K - $1.16M
20.2K $1.16M
SMB
Vaneck Short Muni ETF

ETFs
52.2K
New
$17.24 - $17.48 $900K - $912K
52.2K $909K
USFR
Wisdomtree Floating Rate Treas

ETFs
18.1K
+ 21.55%
$50.23 - $50.48 $909K - $913K
102K $5.13M
NVDA
Nvidia Corp

Technology
302
+ 1.16%
$153.3 - $186.58 $46.3K - $56.3K
26.3K $4.91M
NU
Nu Holdings Ltd.

Financial Services
41.1K
New
$11.92 - $16.3 $490K - $670K
41.1K $657K
IOO
Ishares Tr Global 100 ETF

ETFs
1.1K
+ 5.0%
$107.55 - $120.01 $119K - $132K
23.1K $2.78M
GOOGL
Alphabet Inc.

Communication Services
141
+ 3.29%
$174.36 - $254.72 $24.6K - $35.9K
4.43K $1.08M
QQQ
Invesco Qqq Trust, Series 1

ETFs
87
+ 1.74%
$546.99 - $602.2 $47.6K - $52.4K
5.07K $3.05M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
243
+ 2.44%
$459.11 - $506.91 $112K - $123K
10.2K $5.14M
APP
App Lovin Corp

Technology
375
New
$335.1 - $718.54 $126K - $269K
375 $269K
QQQM
Invesco Exchange Traded Fd Tr

ETFs
212
+ 2.04%
$225.11 - $247.9 $47.7K - $52.6K
10.6K $2.62M
SPOT
Spotify Technology S.A.

Communication Services
345
New
$620.01 - $738.53 $214K - $255K
345 $240K
MSFT
Microsoft Corp

Technology
67
+ 0.74%
$491.09 - $535.64 $32.9K - $35.9K
9.1K $4.71M
JPM
Jpmorgan Chase & CO

Financial Services
136
+ 2.58%
$282.78 - $316.06 $38.5K - $43K
5.41K $1.7M
SPYG
Spdr Portfolio

ETFs
450
+ 3.28%
$94.33 - $105.31 $42.4K - $47.4K
14.2K $1.48M
IWD
Ishares Russell 1000 Val ETF

ETFs
579
+ 11.0%
$192.76 - $203.86 $112K - $118K
5.84K $1.19M
SMLF
Ishares Msci Usa Small Cap Mul

ETFs
324
+ 1.63%
$68.27 - $75.58 $22.1K - $24.5K
20.2K $1.5M
JPSE
J P Morgan Diversified Return

ETFs
634
+ 2.89%
$45.04 - $50.93 $28.6K - $32.3K
22.6K $1.13M
JPME
Jpmorgan Tr. Diversified Retur

ETFs
423
+ 2.81%
$103.48 - $109.86 $43.8K - $46.5K
15.5K $1.68M
BX
Blackstone Inc.

Financial Services
51
+ 1.57%
$152.77 - $188.68 $7.79K - $9.62K
3.31K $565K
CVX
Chevron Corp

Energy
307
+ 12.04%
$145.57 - $161.83 $44.7K - $49.7K
2.86K $443K
TMO
Thermo Fisher Scientific Inc.

Healthcare
2
+ 0.22%
$404.94 - $499.99 $810 - $1K
912 $442K
IWB
Ishares Tr Russell 1000 ETF

ETFs
24
+ 1.09%
$339.37 - $366.46 $8.14K - $8.8K
2.22K $811K
SPDW
Spdr Ser Tr Fds Spdr Portfolio

ETFs
96
+ 0.41%
$39.8 - $42.86 $3.82K - $4.11K
23.6K $1.01M
HD
Home Depot, Inc.

Consumer Cyclical
12
+ 0.95%
$357.4 - $423.42 $4.29K - $5.08K
1.28K $516K
ETN
Eaton Corp PLC

Industrials
10
+ 0.85%
$342.99 - $392.76 $3.43K - $3.93K
1.19K $443K
TXN
Texas Instruments Inc

Technology
83
+ 3.72%
N/A
2.31K $449K
QCOM
Qualcomm Inc

Technology
19
+ 1.39%
$145.84 - $173.55 $2.77K - $3.3K
1.38K $230K
PG
Procter & Gamble CO

Consumer Defensive
170
+ 6.45%
$150.47 - $161.22 $25.6K - $27.4K
2.81K $431K
MA
Mastercard Inc

Financial Services
6
+ 0.64%
$550.18 - $598.96 $3.3K - $3.59K
944 $536K
J P Morgan Exchange Traded F
253K
New
N/A
253K $0
Blackrock Inc
3
+ 0.34%
N/A
879 $0
ABT
Abbott Laboratories

Healthcare
7
+ 0.39%
$120.51 - $136.62 $844 - $956
1.8K $240K
WM
Waste Management Inc

Industrials
7
+ 0.44%
$213.88 - $237.1 $1.5K - $1.66K
1.58K $349K
LNG
Cheniere Energy, Inc.

Energy
2
+ 0.11%
$222.68 - $244.28 $445 - $489
1.79K $420K
CTAS
Cintas Corp

Industrials
6
+ 0.42%
$199.29 - $226.27 $1.2K - $1.36K
1.45K $296K
COST
Costco Wholesale Corp

Consumer Defensive
2
+ 0.4%
$915.95 - $994.57 $1.83K - $1.99K
497 $460K
VRSK
Verisk Analytics, Inc.

Industrials
3
+ 0.19%
$242.3 - $312.95 $727 - $939
1.54K $387K
Activity Summary
Buys All Purchases 44 New Holdings 8 Increased Positions 36 Sells All Sells 29 Reductions 29 Sold out 0 Options Calls 0 Puts 0
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