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.
Top Buys
G
GLDMWORLD GOLD TR+$7.0M
S
SPYSPDR S&P 500 ETF TR+$1.7M
E
EELVINVESCO EXCH TRADED FD TR II+$1.7M
Q
QQQMINVESCO EXCH TRADED FD TR II+$1.6M
N
NVDANVIDIA CORPORATION+$1.1M
Top Sells
C
COWZPACER FDS TR-$7.2M
P
PAVEGLOBAL X FDS-$6.3M
F
FDLFIRST TR EXCHANGE-TRADED FD-$1.2M
A
AAPLAPPLE INC-$624.2K
N
NUNU HLDGS LTD-$509.9K
Top Holdings
G
GLDMWORLD GOLD TR+11.7%$17.0M
S
SPYSPDR S&P 500 ETF TR+8.9%$12.8M
E
EELVINVESCO EXCH TRADED FD TR II+7.1%$10.3M
R
RSPINVESCO EXCHANGE TRADED FD T+6.2%$9.0M
J
JMUBJ P MORGAN EXCHANGE TRADED F+4.8%$6.9M
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
+12.3%
SERVICES-COMPUTER PROGRAMMING, DATA PROCESSING, ETC.
+4.2%
ELECTRONIC COMPUTERS
+4.1%
FIRE, MARINE & CASUALTY INSURANCE
+3.5%
SEMICONDUCTORS & RELATED DEVICES
+3.2%