Lwm Advisory Services, LLC Portfolio Holdings

Lwm Advisory Services, LLC

  • $139 Million
  • Q2 2025

Lwm Advisory Services, LLC has filed its 13F form on August 14, 2025 for Q2 2025 where it was disclosed a total value porftolio of $139 Million distributed in 90 stocks.

Among their holdings, we can observe that their the top five positions include companies like: World Gold Trust with a value of $17M, Spdr S&P 500 ETF Trust with a value of $12.8M, Invesco ETF Tr Ii S&P Emerging with a value of $10.3M, Invesco S&P 500 Equal Weight E with a value of $8.99M, and Jp Morgan Tr Mun ETF (De) with a value of $6.9M.

Examining the 13F form we can see an increase of $555K in the current position value, from $139M to 139M.

Lwm Advisory Services, LLC is based out at Plantation, FL

Below you can find more details about Lwm Advisory Services, LLC portfolio as well as his latest detailed transactions.

Portfolio value $139 Million
ETFs: $90 Million
Technology: $15.9 Million
Financial Services: $11.2 Million
Consumer Cyclical: $6.27 Million
Communication Services: $4.39 Million
Healthcare: $3.22 Million
Industrials: $3 Million
Utilities: $2.45 Million
Other: $2.72 Million

Stock Holdings Table Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$3.69T
$5.97 Million 4.29% of portfolio
29,114
Q2 2025 Reduced 1.94%
$621B
$4.84 Million 3.48% of portfolio
9,973
Q2 2025 Added 1.01%
$3.95T
$4.49 Million 3.23% of portfolio
9,036
Q2 2025 Reduced 4.78%
$456B
$4.11 Million 2.95% of portfolio
25,994
Q2 2025 Reduced 5.63%
$2.26T
$3.63 Million 2.61% of portfolio
16,550
Q2 2025 Reduced 2.92%
$14.1B
$1.79 Million 1.29% of portfolio
4,000
Q4 2022 Reduced 0.4%
$859B
$1.53 Million 1.1% of portfolio
5,269
Q2 2025 Reduced 3.74%
$1.24T
$1.44 Million 1.04% of portfolio
8,132
Q2 2025 Reduced 5.06%
$608B
$1.32 Million 0.95% of portfolio
1,698
Q1 2025 Reduced 7.92%
$141B
$1.16 Million 0.83% of portfolio
16,693
Q2 2025 Added 8.66%
$551B
$818,000 0.59% of portfolio
2,306
Q2 2025 Reduced 9.64%
$1.21T
$755,000 0.54% of portfolio
4,285
Q2 2025 Reduced 6.58%
$1.78T
$715,000 0.51% of portfolio
970
Q2 2025 Reduced 1.42%
$314B
$657,000 0.47% of portfolio
2,760
Q2 2025 Added 9.83%
$210B
$640,000 0.46% of portfolio
2,173
Q2 2025 Reduced 2.73%
$182B
$606,000 0.44% of portfolio
1,151
Q2 2025 Added 14.64%
$548B
$527,000 0.38% of portfolio
938
Q2 2025 Reduced 9.63%
$222B
$505,000 0.36% of portfolio
1,730
Q2 2025 Reduced 5.98%
$25.8B
$504,000 0.36% of portfolio
3,626
Q2 2025 Reduced 4.48%
$24.9B
$486,000 0.35% of portfolio
12,074
Q2 2025 Added 18.68%
$123B
$487,000 0.35% of portfolio
3,257
Q2 2025 Added 2.71%
$439B
$490,000 0.35% of portfolio
495
Q2 2025 Reduced 10.49%
$40.8B
$479,000 0.34% of portfolio
1,539
Q2 2025 Reduced 0.26%
$405B
$463,000 0.33% of portfolio
1,263
Q2 2025 Reduced 10.04%
$118B
$449,000 0.32% of portfolio
172
Q1 2025 Added 40.98%
$545B
$425,000 0.31% of portfolio
318
Q2 2025 Reduced 8.62%
$95.3B
$434,000 0.31% of portfolio
1,968
Q2 2025 Reduced 12.96%
$12.7B
$433,000 0.31% of portfolio
5,320
Q2 2025 Reduced 0.24%
$177B
$433,000 0.31% of portfolio
2,229
Q1 2025 New
$57.4B
$434,000 0.31% of portfolio
1,786
Q1 2025 Reduced 35.29%
$19.3B
$426,000 0.31% of portfolio
9,935
Q1 2025 New
$47.2B
$418,000 0.3% of portfolio
4,676
Q2 2025 New
$368B
$419,000 0.3% of portfolio
2,636
Q2 2025 Reduced 6.09%
$145B
$419,000 0.3% of portfolio
1,175
Q1 2025 Reduced 2.08%
$42.2B
$403,000 0.29% of portfolio
4,566
Q4 2024 Added 62.26%
$7.44B
$398,000 0.29% of portfolio
10,638
Q2 2024 Reduced 37.14%
$95.6B
$360,000 0.26% of portfolio
1,575
Q1 2025 Added 5.0%
$302B
$365,000 0.26% of portfolio
2,550
Q2 2025 Reduced 1.92%
$187B
$368,000 0.26% of portfolio
910
Q2 2025 Reduced 9.9%
$1.08T
$359,000 0.26% of portfolio
1,131
Q2 2025 Reduced 7.37%
$76.5B
$342,000 0.25% of portfolio
225
Q2 2025 Reduced 0.44%
$70.1B
$330,000 0.24% of portfolio
2,122
Q2 2025 Reduced 4.93%
$22.7B
$320,000 0.23% of portfolio
1,440
Q2 2025 Reduced 19.1%
$351B
$321,000 0.23% of portfolio
1,732
Q2 2025 Reduced 2.09%
$13.4B
$319,000 0.23% of portfolio
10,147
Q2 2025 Reduced 21.08%
$4.24B
$303,000 0.22% of portfolio
4,373
Q2 2025 Reduced 17.35%
$102B
$288,000 0.21% of portfolio
660
Q2 2025 Reduced 23.26%
$281B
$262,000 0.19% of portfolio
2,684
Q2 2025 Reduced 6.28%
$245B
$234,000 0.17% of portfolio
751
Q2 2025 Added 7.75%

Summary

  • Portfolio
  • No. of Stocks 90
  • Current Value $139 Million
  • Prior Value $139 Million
  • Filing
  • Period Q2 2025
  • Filing Date August 14, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 2 stocks
  • Additional Purchases 19 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 49 stocks
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