Lwm Advisory Services, LLC Portfolio Holdings

Lwm Advisory Services, LLC

  • $139 Million
  • Q1 2025

Lwm Advisory Services, LLC has filed its 13F form on May 13, 2025 for Q1 2025 where it was disclosed a total value porftolio of $139 Million distributed in 96 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Spdr S&P 500 ETF Trust with a value of $11.1M, World Gold Trust with a value of $10M, Invesco ETF Tr Ii S&P Emerging with a value of $8.62M, Invesco S&P 500 Equal Weight E with a value of $8.51M, and Pacer Fds Tr Us Cash Cows 100 with a value of $7.25M.

Examining the 13F form we can see an decrease of $249K 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: $89.6 Million
Technology: $15 Million
Financial Services: $12 Million
Consumer Cyclical: $5.74 Million
Communication Services: $3.93 Million
Healthcare: $3.69 Million
Industrials: $2.9 Million
Utilities: $2.47 Million
Other: $3.26 Million

Stock Holdings Table Market Cap. of Under $50 Millions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$13.6M
$17,000 0.01% of portfolio
17,603
Q2 2023 New

Summary

  • Portfolio
  • No. of Stocks 96
  • Current Value $139 Million
  • Prior Value $139 Million
  • Filing
  • Period Q1 2025
  • Filing Date May 13, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 6 stocks
  • Additional Purchases 35 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 26 stocks
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