Lwm Advisory Services, LLC Reduced Holdings in Q2 2025

Lwm Advisory Services, LLC

  • $139 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
PAVE
Global X Fds Us Infrastructure

ETFs
-169K
- 92.89%
$33.78 - $43.68 $5.7M - $7.37M
12.9K $562K
FDL
First Tr Morningstar Dividend

ETFs
-25.5K
- 46.34%
$38.19 - $43.19 $972K - $1.1M
29.5K $1.23M
AAPL
Apple Inc.

Technology
-577
- 1.94%
$172.42 - $223.89 $99.5K - $129K
29.1K $5.97M
SGOV
Ishares Trishares 0 3 Mnth Tre

ETFs
-1.86K
- 27.13%
$100.35 - $100.71 $187K - $187K
4.99K $502K
TMO
Thermo Fisher Scientific Inc.

Healthcare
-100
- 9.9%
$390.26 - $489.06 $39K - $48.9K
910 $368K
YPF
Ypf Sociedad Anonima

Energy
-2.71K
- 21.08%
$27.16 - $36.96 $73.6K - $100K
10.1K $319K
IOO
Ishares Tr Global 100 ETF

ETFs
-4K
- 15.35%
$84.95 - $107.81 $339K - $431K
22K $2.38M
PAM
Pampa Energy Inc.

Utilities
-918
- 17.35%
$62.85 - $85.07 $57.7K - $78.1K
4.37K $303K
XLG
Invesco Exchange Traded Fd Tr

ETFs
-6.86K
- 16.34%
$40.94 - $52.1 $281K - $357K
35.1K $1.83M
V
Visa Inc.

Financial Services
-246
- 9.64%
$308.27 - $373.31 $75.8K - $91.8K
2.31K $818K
MCD
Mcdonalds Corp

Consumer Cyclical
-110
- 5.98%
$285.55 - $321.23 $31.4K - $35.3K
1.73K $505K
PG
Procter & Gamble CO

Consumer Defensive
-171
- 6.09%
$157.66 - $172.39 $27K - $29.5K
2.64K $419K
AMT
American Tower Corp

Real Estate
-293
- 12.96%
$203.96 - $228.19 $59.8K - $66.9K
1.97K $434K
AWK
American Water Works Company, Inc.

Utilities
-170
- 4.48%
$133.82 - $151.96 $22.7K - $25.8K
3.63K $504K
HD
Home Depot, Inc.

Consumer Cyclical
-141
- 10.04%
$335.24 - $380.78 $47.3K - $53.7K
1.26K $463K
ABBV
Abb Vie Inc.

Healthcare
-37
- 2.09%
$170.16 - $206.27 $6.3K - $7.63K
1.73K $321K
CTAS
Cintas Corp

Industrials
-340
- 19.1%
$190.11 - $227.66 $64.6K - $77.4K
1.44K $320K
MA
Mastercard Inc

Financial Services
-100
- 9.63%
$479.92 - $590.74 $48K - $59.1K
938 $527K
ZTS
Zoetis Inc.

Healthcare
-110
- 4.93%
$144.41 - $170.3 $15.9K - $18.7K
2.12K $330K
COST
Costco Wholesale Corp

Consumer Defensive
-58
- 10.49%
$908.13 - $1056.85 $52.7K - $61.3K
495 $490K
WCN
Waste Connections, Inc.

Industrials
-11
- 0.36%
$183.26 - $199.95 $2.02K - $2.2K
3.02K $564K
FVD
First Tr Value Line Divid Inde

ETFs
-400
- 3.02%
$40.62 - $45.12 $16.2K - $18K
12.9K $574K
ABT
Abbott Laboratories

Healthcare
-135
- 7.01%
$123.95 - $138.08 $16.7K - $18.6K
1.79K $243K
STIP
Ishares Barclays 0 5 Year Tips

ETFs
-4
- 0.07%
$102.02 - $103.5 $408 - $414
5.52K $567K
TT
Trane Technologies PLC

Industrials
-200
- 23.26%
$315.21 - $437.41 $63K - $87.5K
660 $288K
OMFL
Invesco Exchange Traded Self I

ETFs
-360
- 7.72%
$48.43 - $57.78 $17.4K - $20.8K
4.31K $248K
SCI
Service Corp International

Consumer Cyclical
-13
- 0.24%
$73.58 - $81.65 $957 - $1.06K
5.32K $433K
WMT
Walmart Inc.

Consumer Defensive
-180
- 6.28%
$81.79 - $99.98 $14.7K - $18K
2.68K $262K
VRSK
Verisk Analytics, Inc.

Industrials
-4
- 0.26%
$277.03 - $321.33 $1.11K - $1.29K
1.54K $479K
TDG
Trans Digm Group Inc

Industrials
-1
- 0.44%
$1231.75 - $1520.64 $1.23K - $1.52K
225 $342K
PWR
Quanta Services, Inc.

Industrials
-165
- 21.15%
$239.47 - $381.26 $39.5K - $62.9K
615 $232K
TSLA
Tesla, Inc.

Consumer Cyclical
-90
- 7.37%
$221.86 - $362.89 $20K - $32.7K
1.13K $359K
JPME
Jpmorgan Tr. Diversified Retur

ETFs
-23
- 0.15%
$89.28 - $103.8 $2.05K - $2.39K
15.1K $1.56M
GOOGL
Alphabet Inc.

Communication Services
-302
- 6.58%
$144.7 - $178.6 $43.7K - $53.9K
4.29K $755K
XMHQ
Invesco Exchange Traded Fd Tr

ETFs
-249
- 1.78%
$82.17 - $99.96 $20.5K - $24.9K
13.7K $1.35M
IWB
Ishares Tr Russell 1000 ETF

ETFs
-5
- 0.23%
$272.36 - $339.57 $1.36K - $1.7K
2.2K $745K
SPDW
Spdr Ser Tr Fds Spdr Portfolio

ETFs
-429
- 1.79%
$32.66 - $40.75 $14K - $17.5K
23.5K $950K
IBM
International Business Machines Corp

Technology
-61
- 2.73%
$221.03 - $294.78 $13.5K - $18K
2.17K $640K
NFLX
Netflix Inc

Communication Services
-30
- 8.62%
$855.86 - $1339.13 $25.7K - $40.2K
318 $425K
GOOG
Alphabet Inc.

Communication Services
-433
- 5.06%
$146.58 - $180.01 $63.5K - $77.9K
8.13K $1.44M
XLK
Technology Sector Spdr

ETFs
-72
- 2.62%
$179.73 - $253.23 $12.9K - $18.2K
2.67K $677K
QQQ
Invesco Qqq Trust, Series 1

ETFs
-634
- 11.28%
$416.06 - $551.64 $264K - $350K
4.99K $2.75M
META
Meta Platforms, Inc.

Communication Services
-14
- 1.42%
$484.66 - $738.09 $6.79K - $10.3K
970 $715K
SPYG
Spdr Portfolio

ETFs
-609
- 4.25%
$71.83 - $95.32 $43.7K - $58K
13.7K $1.31M
JPM
Jpmorgan Chase & CO

Financial Services
-205
- 3.74%
$210.28 - $289.91 $43.1K - $59.4K
5.27K $1.53M
AMZN
Amazon Com Inc

Consumer Cyclical
-497
- 2.92%
$167.32 - $223.3 $83.2K - $111K
16.6K $3.63M
MSFT
Microsoft Corp

Technology
-454
- 4.78%
$354.56 - $497.45 $161K - $226K
9.04K $4.49M
NVDA
Nvidia Corp

Technology
-1.55K
- 5.63%
$94.31 - $157.99 $146K - $245K
26K $4.11M
Activity Summary
Buys All Purchases 21 New Holdings 2 Increased Positions 19 Sells All Sells 49 Reductions 49 Sold out 0 Options Calls 0 Puts 0
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