Lwm Advisory Services, LLC Incresed Positions in Q1 2025

Lwm Advisory Services, LLC

  • $139 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
GLDM
World Gold Trust

ETFs
24.6K
+ 17.95%
$52.19 - $61.89 $1.28M - $1.52M
162K $10M
USFR
Wisdomtree Floating Rate Treas

ETFs
50.4K
+ 158.11%
$50.29 - $50.5 $2.54M - $2.55M
82.3K $4.14M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
968
+ 10.87%
$442.66 - $534.52 $428K - $517K
9.87K $5.26M
EELV
Invesco ETF Tr Ii S&P Emerging

ETFs
17.4K
+ 5.15%
$23.18 - $24.68 $403K - $429K
355K $8.62M
JMUB
Jp Morgan Tr Mun ETF (De)

ETFs
3.81K
+ 2.88%
$49.69 - $50.76 $189K - $193K
136K $6.81M
SGOV
Ishares Trishares 0 3 Mnth Tre

ETFs
1.29K
+ 23.29%
$100.34 - $100.68 $130K - $130K
6.85K $689K
MELI
Mercadolibre Inc

Consumer Cyclical
50
+ 40.98%
$1739.0 - $2260.0 $87K - $113K
172 $335K
TMO
Thermo Fisher Scientific Inc.

Healthcare
268
+ 36.12%
$497.6 - $606.74 $133K - $163K
1.01K $502K
WCN
Waste Connections, Inc.

Industrials
75
+ 2.53%
$169.89 - $195.19 $12.7K - $14.6K
3.03K $592K
WM
Waste Management Inc

Industrials
75
+ 5.0%
$200.54 - $233.78 $15K - $17.5K
1.58K $364K
CVX
Chevron Corp

Energy
15
+ 0.58%
$146.71 - $167.97 $2.2K - $2.52K
2.6K $434K
TDG
Trans Digm Group Inc

Industrials
12
+ 5.61%
$1251.32 - $1394.11 $15K - $16.7K
226 $312K
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
98
+ 20.04%
$507.05 - $563.67 $49.7K - $55.2K
587 $301K
JPM
Jpmorgan Chase & CO

Financial Services
16
+ 0.29%
$225.19 - $279.95 $3.6K - $4.48K
5.47K $1.34M
META
Meta Platforms, Inc.

Communication Services
60
+ 6.49%
$576.36 - $736.67 $34.6K - $44.2K
984 $567K
STIP
Ishares Barclays 0 5 Year Tips

ETFs
27
+ 0.49%
$100.59 - $103.47 $2.72K - $2.79K
5.52K $571K
GS
Goldman Sachs Group Inc

Financial Services
65
+ 8.46%
$524.81 - $672.19 $34.1K - $43.7K
833 $455K
SPMO
Invesco ETF Tr Ii S&P 500 Mome

ETFs
1.1K
+ 3.15%
$91.76 - $103.26 $101K - $114K
36.1K $3.34M
WMT
Walmart Inc.

Consumer Defensive
237
+ 9.02%
$84.5 - $105.05 $20K - $24.9K
2.86K $251K
BYLD
Ishares Tr Yield Optimized Bd
5.81K
+ 4.43%
N/A
137K $0
NEE
Nextera Energy Inc

Utilities
80
+ 0.52%
$66.96 - $76.16 $5.36K - $6.09K
15.4K $1.09M
DIA
Spdr Dow Jones Industrial Average ETF Trust

ETFs
1
+ 0.08%
$408.78 - $448.82 $409 - $449
1.25K $525K
PAM
Pampa Energy Inc.

Utilities
555
+ 11.72%
$73.44 - $94.88 $40.8K - $52.7K
5.29K $408K
HD
Home Depot, Inc.

Consumer Cyclical
51
+ 3.77%
$347.25 - $424.87 $17.7K - $21.7K
1.4K $514K
TT
Trane Technologies PLC

Industrials
20
+ 2.38%
$332.0 - $400.86 $6.64K - $8.02K
860 $289K
YPF
Ypf Sociedad Anonima

Energy
1.28K
+ 11.07%
$31.56 - $46.03 $40.5K - $59K
12.9K $450K
CRM
Salesforce, Inc.

Technology
11
+ 1.38%
$268.36 - $359.95 $2.95K - $3.96K
809 $217K
TSLA
Tesla, Inc.

Consumer Cyclical
173
+ 16.51%
$222.15 - $428.22 $38.4K - $74.1K
1.22K $316K
IOO
Ishares Tr Global 100 ETF

ETFs
100
+ 0.39%
$96.2 - $105.12 $9.62K - $10.5K
26K $2.51M
QQQ
Invesco Qqq Trust, Series 1

ETFs
206
+ 3.8%
$468.34 - $539.52 $96.5K - $111K
5.62K $2.64M
GOOGL
Alphabet Inc.

Communication Services
71
+ 1.57%
$154.33 - $206.19 $11K - $14.6K
4.59K $709K
PAVE
Global X Fds Us Infrastructure

ETFs
4.22K
+ 2.38%
$37.31 - $43.82 $157K - $185K
182K $6.85M
AMZN
Amazon Com Inc

Consumer Cyclical
450
+ 2.71%
$190.26 - $242.06 $85.6K - $109K
17K $3.24M
NVDA
Nvidia Corp

Technology
1.44K
+ 5.5%
$106.98 - $149.43 $154K - $214K
27.5K $2.99M
Activity Summary
Buys All Purchases 41 New Holdings 6 Increased Positions 35 Sells All Sells 26 Reductions 26 Sold out 0 Options Calls 0 Puts 0
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