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.
