Lwm Advisory Services, LLC Purchases in Q3 2024

Lwm Advisory Services, LLC

  • $131 Million
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
SPY
Spdr S&P 500 ETF Trust

ETFs
15.2K
+ 72.28%
$517.38 - $573.86 $7.87M - $8.73M
36.3K $20.8M
AAPL
Apple Inc.

Technology
7.64K
+ 28.72%
$207.23 - $234.82 $1.58M - $1.79M
34.2K $7.97M
MSFT
Microsoft Corp

Technology
3.13K
+ 42.97%
$395.15 - $467.56 $1.24M - $1.46M
10.4K $4.48M
NVDA
Nvidia Corp

Technology
10.1K
+ 59.45%
$98.91 - $134.91 $1M - $1.36M
27.1K $3.29M
GLDM
World Gold Trust

ETFs
21.4K
New
$46.2 - $53.01 $986K - $1.13M
21.4K $1.11M
SPMO
Invesco ETF Tr Ii S&P 500 Mome

ETFs
10.5K
+ 55.82%
$79.58 - $91.64 $837K - $964K
29.4K $2.66M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
844
+ 10.43%
$405.19 - $478.57 $342K - $404K
8.94K $4.11M
SMLF
Ishares Msci Usa Small Cap Mul

ETFs
10.3K
+ 97.67%
$60.1 - $66.57 $619K - $685K
20.8K $1.38M
IWB
Ishares Tr Russell 1000 ETF

ETFs
2.12K
New
$283.28 - $314.39 $599K - $665K
2.12K $664K
MA
Mastercard Inc

Financial Services
1.04K
New
$429.6 - $500.99 $446K - $520K
1.04K $512K
GOOGL
Alphabet Inc.

Communication Services
2.78K
+ 138.98%
$148.65 - $191.18 $413K - $532K
4.78K $793K
ETN
Eaton Corp PLC

Industrials
1.26K
New
$272.52 - $333.02 $343K - $419K
1.26K $416K
SGOV
Ishares Trishares 0 3 Mnth Tre

ETFs
3.75K
New
$100.3 - $100.74 $376K - $377K
3.75K $377K
CTAS
Cintas Corp

Industrials
1.78K
New
$201.38 - $819.83 $358K - $1.46M
1.78K $366K
ADBE
Adobe Inc.

Technology
626
New
$508.13 - $586.55 $318K - $367K
626 $324K
V
Visa Inc.

Financial Services
955
+ 54.57%
$253.74 - $291.56 $242K - $278K
2.71K $743K
COST
Costco Wholesale Corp

Consumer Defensive
298
+ 124.69%
$801.83 - $917.05 $239K - $273K
537 $476K
JPM
Jpmorgan Chase & CO

Financial Services
1.06K
+ 23.94%
$194.9 - $224.8 $207K - $239K
5.5K $1.16M
TSLA
Tesla, Inc.

Consumer Cyclical
717
+ 69.48%
$191.76 - $263.26 $137K - $189K
1.75K $457K
MELI
Mercadolibre Inc

Consumer Cyclical
122
New
$1591.44 - $2140.1 $194K - $261K
122 $250K
TMO
Thermo Fisher Scientific Inc.

Healthcare
323
+ 44.19%
$531.86 - $624.21 $172K - $202K
1.05K $651K
SNPS
Synopsys Inc

Technology
485
New
$463.97 - $621.3 $225K - $301K
485 $245K
TMUS
T Mobile Us, Inc.

Communication Services
941
+ 57.59%
$175.14 - $206.36 $165K - $194K
2.58K $531K
NFLX
Netflix Inc

Communication Services
337
New
$598.55 - $722.26 $202K - $243K
337 $239K
PWR
Quanta Services, Inc.

Industrials
780
New
$239.58 - $298.23 $187K - $233K
780 $232K
XLG
Invesco Exchange Traded Fd Tr

ETFs
2.78K
+ 5.08%
$42.54 - $47.97 $118K - $133K
57.5K $2.73M
HD
Home Depot, Inc.

Consumer Cyclical
374
+ 31.06%
$333.64 - $405.2 $125K - $152K
1.58K $639K
CB
Chubb LTD

Financial Services
760
New
$252.51 - $292.2 $192K - $222K
760 $219K
ABT
Abbott Laboratories

Healthcare
1.93K
New
$100.07 - $118.13 $193K - $227K
1.93K $219K
AMZN
Amazon Com Inc

Consumer Cyclical
1.73K
+ 11.15%
$161.02 - $200.0 $278K - $346K
17.2K $3.21M
MCD
Mcdonalds Corp

Consumer Cyclical
479
+ 35.19%
$245.82 - $304.51 $118K - $146K
1.84K $560K
RSP
Invesco S&P 500 Equal Weight E

ETFs
1.19K
New
$162.83 - $179.16 $194K - $213K
1.19K $213K
META
Meta Platforms, Inc.

Communication Services
297
+ 51.3%
$453.41 - $572.44 $135K - $170K
876 $501K
WMT
Walmart Inc.

Consumer Defensive
2.58K
New
$66.91 - $81.4 $173K - $210K
2.58K $208K
AMT
American Tower Corp

Real Estate
418
+ 19.7%
$192.27 - $242.73 $80.4K - $101K
2.54K $590K
AWK
American Water Works Company, Inc.

Utilities
826
+ 27.53%
$127.76 - $149.9 $106K - $124K
3.83K $559K
PEP
Pepsico Inc

Consumer Defensive
879
+ 51.02%
$161.9 - $179.3 $142K - $158K
2.6K $442K
IOO
Ishares Tr Global 100 ETF

ETFs
925
+ 4.02%
$89.63 - $100.83 $82.9K - $93.3K
23.9K $2.37M
IBM
International Business Machines Corp

Technology
373
+ 29.25%
$175.1 - $223.38 $65.3K - $83.3K
1.65K $364K
JMUB
Jp Morgan Tr Mun ETF (De)

ETFs
484
+ 0.38%
$50.15 - $51.27 $24.3K - $24.8K
128K $6.56M
XLK
Technology Sector Spdr

ETFs
568
+ 12.74%
$197.34 - $237.68 $112K - $135K
5.03K $1.14M
DIA
Spdr Dow Jones Industrial Average ETF Trust

ETFs
120
+ 10.61%
$386.81 - $423.12 $46.4K - $50.8K
1.25K $529K
ABBV
Abb Vie Inc.

Healthcare
199
+ 12.68%
$163.84 - $199.33 $32.6K - $39.7K
1.77K $349K
ZTS
Zoetis Inc.

Healthcare
166
+ 7.79%
$172.58 - $196.48 $28.6K - $32.6K
2.3K $448K
PG
Procter & Gamble CO

Consumer Defensive
289
+ 13.74%
$160.76 - $177.82 $46.5K - $51.4K
2.39K $414K
GTLS
Chart Industries Inc

Industrials
659
+ 47.0%
$106.83 - $168.99 $70.4K - $111K
2.06K $255K
CVX
Chevron Corp

Energy
343
+ 15.3%
$137.88 - $161.97 $47.3K - $55.6K
2.59K $380K
MRK
Merck & Co., Inc.

Healthcare
442
+ 21.01%
$111.15 - $128.97 $49.1K - $57K
2.55K $289K
Canadian Pacific Kansas City
992
+ 31.34%
N/A
4.16K $0
Activity Summary
Buys All Purchases 51 New Holdings 16 Increased Positions 35 Sells All Sells 32 Reductions 32 Sold out 0 Options Calls 0 Puts 0
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