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LWM Advisory Services, LLC
CIK:0001697716
Investment Adviser
$0 AUM
90 holdings
Fort Lauderdale, FL, USA
LWM Advisory Services, LLC is a financial advisory firm providing wealth management services. The firm is located in Fort Lauderdale, FL, and employs financial advisors to manage client portfolios.
Latest 13F Filing Activity
LWM Advisory Services, LLC filed their most recent 13F report on Jun 30, 2025 disclosing 90 equity positions with a total 13F market value of $145M. The fund increased holdings in World Gold TR, SPDR S&P 500 Etf TR, Invesco Exch Traded FD TR II among other positions. LWM Advisory Services, LLC reduced exposure to Pacer FDS TR, Global X FDS, First TR Exchange-traded FD among others.
Top Buys
Top Holdings
Equity Positions (90)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
G GLDM | WORLD GOLD TR | 11.71% | $17.0M | 259,230 | $58.03 | $65.52 | +$7.0M |
S SPY | SPDR S&P 500 ETF TR | 8.86% | $12.8M | 20,790 | $520.08 | $617.85 | +$1.7M |
E EELV | INVESCO EXCH TRADED FD TR II | 7.09% | $10.3M | 393,530 | $23.80 | $26.12 | +$1.7M |
R RSP | INVESCO EXCHANGE TRADED FD T | 6.20% | $9.0M | 49,466 | $173.29 | $181.74 | +$483.2K |
J JMUB | J P MORGAN EXCHANGE TRADED F | 4.76% | $6.9M | 138,983 | $49.87 | $49.64 | +$89.0K |
Industry Allocation
COMMODITY CONTRACTS BROKERS & DEALERS
+7.8%
ELECTRONIC COMPUTERS
+4.5%
SERVICES-COMPUTER PROGRAMMING, DATA PROCESSING, ETC.
+4.2%
FIRE, MARINE & CASUALTY INSURANCE
+3.1%
SEMICONDUCTORS & RELATED DEVICES
+3.1%
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