Lwm Advisory Services, LLC Reduced Holdings in Q3 2024

Lwm Advisory Services, LLC

  • $131 Million
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
OMFL
Invesco Exchange Traded Self I

ETFs
-207K
- 96.81%
$47.65 - $52.99 $9.86M - $11M
6.82K $361K
SPGI
S&P Global Inc.

Financial Services
-1.87K
- 64.69%
$446.32 - $527.38 $832K - $984K
1.02K $525K
QQQM
Invesco Exchange Traded Fd Tr

ETFs
-1.87K
- 23.35%
$178.94 - $207.0 $335K - $387K
6.14K $1.23M
QQQ
Invesco Qqq Trust, Series 1

ETFs
-800
- 12.2%
$434.77 - $502.96 $348K - $402K
5.76K $2.81M
SPYG
Spdr Portfolio

ETFs
-2.16K
- 11.79%
$73.38 - $84.1 $159K - $182K
16.2K $1.34M
SPDW
Spdr Ser Tr Fds Spdr Portfolio

ETFs
-4.55K
- 14.33%
$33.74 - $37.96 $154K - $173K
27.2K $1.02M
BMRN
Biomarin Pharmaceutical Inc

Healthcare
-436
- 12.4%
$69.02 - $93.84 $30.1K - $40.9K
3.08K $216K
WCN
Waste Connections, Inc.

Industrials
-426
- 12.34%
$173.92 - $186.5 $74.1K - $79.4K
3.03K $540K
VRSK
Verisk Analytics, Inc.

Industrials
-229
- 12.44%
$260.31 - $285.99 $59.6K - $65.5K
1.61K $431K
TT
Trane Technologies PLC

Industrials
-340
- 28.81%
$314.21 - $388.71 $107K - $132K
840 $326K
LLY
Eli Lilly & CO

Healthcare
-17
- 0.94%
$772.14 - $960.02 $13.1K - $16.3K
1.8K $1.6M
FCX
Freeport Mcmoran Inc

Basic Materials
-1.06K
- 13.57%
$39.52 - $51.92 $42K - $55.2K
6.77K $338K
CSX
Csx Corp

Industrials
-1.55K
- 13.81%
$32.48 - $35.45 $50.2K - $54.8K
9.66K $333K
XMHQ
Invesco Exchange Traded Fd Tr

ETFs
-1.8K
- 6.85%
$94.31 - $103.26 $170K - $186K
24.5K $2.51M
JPME
Jpmorgan Tr. Diversified Retur

ETFs
-1.87K
- 11.7%
$94.32 - $105.04 $177K - $197K
14.1K $1.48M
TDG
Trans Digm Group Inc

Industrials
-43
- 16.1%
$1202.03 - $1427.41 $51.7K - $61.4K
224 $319K
SCI
Service Corp International

Consumer Cyclical
-794
- 12.43%
$69.55 - $80.63 $55.2K - $64K
5.59K $441K
ALC
Alcon Inc

Healthcare
-396
- 12.34%
$88.07 - $100.79 $34.9K - $39.9K
2.81K $281K
GS
Goldman Sachs Group Inc

Financial Services
-85
- 9.58%
$459.02 - $510.25 $39K - $43.4K
802 $397K
STIP
Ishares Barclays 0 5 Year Tips

ETFs
-121
- 2.54%
$98.99 - $101.51 $12K - $12.3K
4.64K $470K
BYLD
Ishares Tr Yield Optimized Bd
-7.1K
- 5.71%
N/A
117K $0
Brookfield Infrastructure CO
-1.55K
- 12.4%
N/A
11K $0
FVD
First Tr Value Line Divid Inde

ETFs
-1.41K
- 7.88%
$40.45 - $45.49 $57.1K - $64.2K
16.5K $750K
JPSE
J P Morgan Diversified Return

ETFs
-1.56K
- 7.15%
$43.03 - $48.28 $67.1K - $75.3K
20.3K $973K
BX
Blackstone Inc.

Financial Services
-419
- 11.25%
$120.77 - $159.66 $50.6K - $66.9K
3.31K $506K
FE
Firstenergy Corp

Utilities
-317
- 2.9%
$38.25 - $44.54 $12.1K - $14.1K
10.6K $470K
BLK
Black Rock Inc.

Financial Services
-71
- 7.32%
$782.27 - $949.51 $55.5K - $67.4K
899 $853K
NEE
Nextera Energy Inc

Utilities
-1.3K
- 7.73%
$69.9 - $84.97 $90.5K - $110K
15.5K $1.31M
COWZ
Pacer Fds Tr Us Cash Cows 100

ETFs
-5.62K
- 3.9%
$53.41 - $57.9 $300K - $325K
138K $7.99M
PAVE
Global X Fds Us Infrastructure

ETFs
-4.26K
- 2.33%
$36.39 - $41.16 $155K - $175K
178K $7.34M
EELV
Invesco ETF Tr Ii S&P Emerging

ETFs
-5.06K
- 1.51%
$23.54 - $26.35 $119K - $133K
331K $8.64M
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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