Lwm Advisory Services, LLC Reduced Holdings in Q1 2025

Lwm Advisory Services, LLC

  • $139 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
SPY
Spdr S&P 500 ETF Trust

ETFs
-15.3K
- 43.57%
$551.42 - $612.93 $8.45M - $9.39M
19.8K $11.1M
AAPL
Apple Inc.

Technology
-2.71K
- 8.36%
$209.68 - $247.1 $568K - $669K
29.7K $6.6M
COWZ
Pacer Fds Tr Us Cash Cows 100

ETFs
-20.8K
- 13.58%
$53.6 - $58.97 $1.11M - $1.23M
132K $7.25M
XLG
Invesco Exchange Traded Fd Tr

ETFs
-22.4K
- 34.77%
$45.72 - $51.73 $1.02M - $1.16M
42K $1.93M
XMHQ
Invesco Exchange Traded Fd Tr

ETFs
-7.03K
- 33.47%
$89.18 - $104.04 $627K - $731K
14K $1.28M
QQQM
Invesco Exchange Traded Fd Tr

ETFs
-2.49K
- 37.89%
$192.82 - $222.1 $481K - $554K
4.09K $789K
XLK
Technology Sector Spdr

ETFs
-2.02K
- 42.35%
$206.38 - $242.18 $416K - $488K
2.75K $566K
MSFT
Microsoft Corp

Technology
-33
- 0.35%
$375.39 - $447.2 $12.4K - $14.8K
9.49K $3.56M
SPYG
Spdr Portfolio

ETFs
-1.21K
- 7.8%
$80.05 - $92.39 $97K - $112K
14.3K $1.15M
NU
Nu Holdings Ltd.

Financial Services
-19.6K
- 28.27%
$10.12 - $13.95 $199K - $274K
49.8K $509K
SMLF
Ishares Msci Usa Small Cap Mul

ETFs
-1.05K
- 5.55%
$60.91 - $71.4 $64K - $75K
17.9K $1.11M
JPSE
J P Morgan Diversified Return

ETFs
-680
- 3.02%
$42.78 - $48.51 $29.1K - $33K
21.9K $953K
ETN
Eaton Corp PLC

Industrials
-25
- 2.08%
$271.83 - $371.23 $6.8K - $9.28K
1.18K $319K
JPME
Jpmorgan Tr. Diversified Retur

ETFs
-422
- 2.72%
$97.76 - $107.35 $41.3K - $45.3K
15.1K $1.52M
IWB
Ishares Tr Russell 1000 ETF

ETFs
-61
- 2.7%
$302.31 - $337.54 $18.4K - $20.6K
2.2K $674K
LLY
Eli Lilly & CO

Healthcare
-146
- 7.92%
$725.72 - $929.72 $106K - $136K
1.7K $1.4M
OMFL
Invesco Exchange Traded Self I

ETFs
-226
- 4.62%
$52.19 - $57.45 $11.8K - $13K
4.67K $248K
UNH
Unitedhealth Group Inc

Healthcare
-55
- 7.31%
$461.52 - $548.18 $25.4K - $30.1K
697 $365K
NFLX
Netflix Inc

Communication Services
-21
- 5.69%
$828.4 - $1058.6 $17.4K - $22.2K
348 $324K
CB
Chubb LTD

Financial Services
-8
- 1.05%
$257.71 - $301.99 $2.06K - $2.42K
752 $227K
SPDW
Spdr Ser Tr Fds Spdr Portfolio

ETFs
-1.01K
- 4.04%
$33.84 - $37.77 $34.1K - $38K
23.9K $870K
AMT
American Tower Corp

Real Estate
-121
- 5.08%
$173.46 - $217.6 $21K - $26.3K
2.26K $491K
V
Visa Inc.

Financial Services
-92
- 3.48%
$306.92 - $362.71 $28.2K - $33.4K
2.55K $894K
IBM
International Business Machines Corp

Technology
-10
- 0.45%
$217.4 - $264.74 $2.17K - $2.65K
2.23K $555K
AWK
American Water Works Company, Inc.

Utilities
-30
- 0.78%
$121.01 - $149.31 $3.63K - $4.48K
3.8K $559K
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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