Lwm Advisory Services, LLC Portfolio Holdings

Lwm Advisory Services, LLC

  • $131 Million
  • Q3 2024

Lwm Advisory Services, LLC has filed its 13F form on November 13, 2024 for Q3 2024 where it was disclosed a total value porftolio of $131 Million distributed in 93 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 $20.8M, Invesco ETF Tr Ii S&P Emerging with a value of $8.64M, Pacer Fds Tr Us Cash Cows 100 with a value of $7.99M, Apple Inc. with a value of $7.97M, and Global X Fds Us Infrastructure with a value of $7.34M.

Examining the 13F form we can see an increase of $15.4M in the current position value, from $116M to 131M.

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 $131 Million
ETFs: $79.3 Million
Technology: $16.7 Million
Financial Services: $11.8 Million
Consumer Cyclical: $5.56 Million
Healthcare: $4.49 Million
Communication Services: $3.8 Million
Industrials: $3.53 Million
Utilities: $2.34 Million
Other: $3.58 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 93
  • Current Value $131 Million
  • Prior Value $116 Million
  • Filing
  • Period Q3 2024
  • Filing Date November 13, 2024
  • Form Type 13F-HR
  • Activity in Q3 2024
  • New Purchases 16 stocks
  • Additional Purchases 35 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 32 stocks
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