Lwm Advisory Services, LLC
CIK Number: 0001697716
Main Sectors:
Top Industries:
Filing Date: May 13, 2025
| Rank | Symbol | Name | Price | % Change | Shares | % Change Shares | Market Value | Avg. Price Paid | % Weight | Asset Type |
|---|---|---|---|---|---|---|---|---|---|---|
| 1 | SPY | SPDR S&P 500 ET... | 657.61 | +0.83% | 19.85K | -43.57% | 11.1M | 515.44 | 7.71% | Share |
| 2 | GLDM | SPDR Gold MiniS... | 71.99 | -0.18% | 161.71K | +17.95% | 10.01M | 53.51 | 6.95% | Share |
| 3 | EELV | Invesco S&P Eme... | 26.63 | +0.44% | 355.16K | +5.15% | 8.62M | 23.55 | 5.99% | Share |
| 4 | RSP | Invesco S&P 500... | 190.32 | +1.49% | 49.11K | +100.00% | 8.51M | 173.23 | 5.91% | Share |
| 5 | COWZ | Pacer US Cash C... | 57.88 | +0.91% | 132.31K | -13.58% | 7.25M | 54.91 | 5.03% | Share |
| 6 | PAVE | Global X U.S. I... | 47.15 | +1.62% | 181.65K | +2.38% | 6.85M | 37.88 | 4.76% | Share |
| 7 | JMUB | JPMorgan Munici... | 50.39 | +0.28% | 136.2K | +2.88% | 6.81M | 49.87 | 4.73% | Share |
| 8 | AAPL | Apple Inc. | 230.03 | +1.43% | 29.69K | -8.36% | 6.6M | 188.93 | 4.58% | Share |
| 9 | BRK-B | Berkshire Hatha... | 496.91 | +1.39% | 9.87K | +10.87% | 5.26M | 336.15 | 3.65% | Share |
| 10 | USFR | WisdomTree Floa... | 50.32 | -0.02% | 82.29K | +158.11% | 4.14M | 50.33 | 2.88% | Share |
| 11 | MSFT | Microsoft Corpo... | 501.01 | +0.13% | 9.49K | -0.35% | 3.57M | 362.5 | 2.48% | Share |
| 12 | SPMO | Invesco S&P 500... | 120.11 | +0.51% | 36.15K | +3.15% | 3.34M | 90.01 | 2.32% | Share |
| 13 | AMZN | Amazon.com, Inc... | 229.95 | -0.16% | 17.05K | +2.71% | 3.25M | 160.88 | 2.25% | Share |
| 14 | BYLD | iShares Yield O... | 22.97 | +0.31% | 136.84K | +4.43% | 3.07M | 21.66 | 2.13% | Share |
| 15 | NVDA | NVIDIA Corporat... | 177.06 | -0.15% | 27.55K | +5.50% | 3M | 70.42 | 2.08% | Share |
| 16 | QQQ | Invesco QQQ Tru... | 584.09 | +0.58% | 5.62K | +3.80% | 2.64M | 431.47 | 1.83% | Share |
| 17 | IOO | iShares Global ... | 117.37 | +0.57% | 26.02K | +0.39% | 2.51M | 83.53 | 1.74% | Share |
| 18 | FDL | First Trust Mor... | 44.13 | +0.65% | 54.95K | +100.00% | 2.39M | 43.44 | 1.66% | Share |
| 19 | XLG | Invesco S&P 500... | 56.41 | +0.42% | 41.96K | -34.77% | 1.93M | 40.99 | 1.34% | Share |
| 20 | FDS | FactSet Researc... | 370.49 | +2.41% | 4K | 0.00% | 1.82M | 384.6 | 1.26% | Share |
| 21 | JPME | JPMorgan Divers... | 109.83 | +1.37% | 15.1K | -2.72% | 1.52M | 86.56 | 1.05% | Share |
| 22 | LLY | Eli Lilly and C... | 755.95 | +0.18% | 1.7K | -7.92% | 1.4M | 337.38 | 0.97% | Share |
| 23 | JPM | JPMorgan Chase ... | 305.50 | +1.65% | 5.47K | +0.29% | 1.34M | 153.33 | 0.93% | Share |
| 24 | GOOG | Alphabet Inc. | 240.78 | +0.51% | 8.56K | 0.00% | 1.34M | 144.74 | 0.93% | Share |
| 25 | XMHQ | Invesco S&P Mid... | 107.17 | +2.35% | 13.97K | -33.47% | 1.28M | 87.68 | 0.89% | Share |
| 26 | SPYG | SPDR Portfolio ... | 102.90 | +0.48% | 14.32K | -7.8% | 1.15M | 62.14 | 0.80% | Share |
| 27 | SMLF | iShares MSCI US... | 75.10 | +1.82% | 17.88K | -5.55% | 1.11M | 64.46 | 0.77% | Share |
| 28 | NEE | NextEra Energy,... | 71.40 | +0.51% | 15.36K | +0.52% | 1.09M | 76.61 | 0.76% | Share |
| 29 | IWV | iShares Russell... | 374.85 | +0.89% | 3.04K | 0.00% | 965.67K | 274.99 | 0.67% | Share |
| 30 | JPSE | JPMorgan Divers... | 50.57 | +1.90% | 21.87K | -3.02% | 953.46K | 39.17 | 0.66% | Share |
| 31 | V | Visa Inc. | 343.48 | +1.59% | 2.55K | -3.48% | 889.64K | 236.13 | 0.62% | Share |
| 32 | SPDW | SPDR Portfolio ... | 42.72 | +1.05% | 23.9K | -4.04% | 870.27K | 32.66 | 0.60% | Share |
| 33 | BLK | BlackRock, Inc. | 1134.42 | +2.86% | 876 | 0.00% | 829.12K | 1025.11 | 0.58% | Share |
| 34 | QQQM | Invesco NASDAQ ... | 240.45 | +0.58% | 4.09K | -37.89% | 789.09K | 167.24 | 0.55% | Share |
| 35 | GOOGL | Alphabet Inc. | 240.37 | +0.50% | 4.59K | +1.57% | 713.92K | 155.45 | 0.50% | Share |
| 36 | IBIT | iShares Bitcoin... | 65.03 | +0.77% | 14.88K | 0.00% | 696.3K | 36 | 0.48% | Share |
| 37 | SGOV | iShares 0-3 Mon... | 100.50 | +0.02% | 6.85K | +23.29% | 689.69K | 100.6 | 0.48% | Share |
| 38 | IWB | iShares Russell... | 361.81 | +0.84% | 2.2K | -2.7% | 674.87K | 314.89 | 0.47% | Share |
| 39 | TMUS | T-Mobile US, In... | 241.39 | +0.42% | 2.51K | 0.00% | 672.26K | 151.76 | 0.47% | Share |
| 40 | WCN | Waste Connectio... | 178.09 | +1.07% | 3.03K | +2.53% | 591.37K | 137.57 | 0.41% | Share |
| 41 | FVD | First Trust Val... | 46.52 | +1.28% | 13.26K | 0.00% | 591.22K | 38.72 | 0.41% | Share |
| 42 | MCD | McDonald's Corp... | 308.37 | +0.79% | 1.84K | 0.00% | 575.49K | 268.97 | 0.40% | Share |
| 43 | STIP | iShares 0-5 Yea... | 103.50 | -0.03% | 5.52K | +0.49% | 571.29K | 98.89 | 0.40% | Share |
| 44 | META | Meta Platforms,... | 750.90 | -0.14% | 984 | +6.49% | 569.52K | 525.69 | 0.40% | Share |
| 45 | MA | Mastercard Inco... | 588.73 | +1.61% | 1.04K | 0.00% | 569.25K | 493.8 | 0.40% | Share |
| 46 | XLK | Technology Sele... | 270.91 | +0.28% | 2.75K | -42.35% | 567.01K | 199.04 | 0.39% | Share |
| 47 | AWK | American Water ... | 139.63 | +0.81% | 3.8K | -0.78% | 559.57K | 147.19 | 0.39% | Share |
| 48 | IBM | International B... | 256.95 | +0.03% | 2.23K | -0.45% | 555.84K | 169.57 | 0.39% | Share |
| 49 | DIA | SPDR Dow Jones ... | 461.95 | +1.32% | 1.25K | +0.08% | 525.75K | 398.01 | 0.37% | Share |
| 50 | COST | Costco Wholesal... | 964.32 | +0.84% | 553 | 0.00% | 525.58K | 746.64 | 0.36% | Share |
| 51 | HD | The Home Depot,... | 423.33 | +2.44% | 1.4K | +3.77% | 513.77K | 390.38 | 0.36% | Share |
| 52 | SPGI | S&P Global Inc. | 550.79 | +2.02% | 1K | 0.00% | 510.62K | 415.84 | 0.35% | Share |
| 53 | NU | Nu Holdings Ltd... | 15.62 | +0.71% | 49.8K | -28.27% | 509.94K | 8.08 | 0.35% | Share |
| 54 | URTH | iShares MSCI Wo... | 179.38 | +0.85% | 3.24K | 0.00% | 496.61K | 133.02 | 0.34% | Share |
| 55 | TMO | Thermo Fisher S... | 491.20 | +3.08% | 1.01K | +36.12% | 496.3K | 575.01 | 0.34% | Share |
| 56 | AMT | American Tower ... | 196.54 | +1.43% | 2.26K | -5.08% | 492.99K | 238.64 | 0.34% | Share |
| 57 | PG | The Procter & G... | 158.63 | +0.81% | 2.81K | +12.46% | 478.41K | 156.79 | 0.33% | Share |
| 58 | VRSK | Verisk Analytic... | 266.24 | +1.32% | 1.54K | 0.00% | 459.23K | 219.14 | 0.32% | Share |
| 59 | GS | The Goldman Sac... | 784.43 | +1.93% | 833 | +8.46% | 455.06K | 424.29 | 0.32% | Share |
| 60 | YPF | YPF Sociedad An... | 28.20 | -1.54% | 12.86K | +11.07% | 450.54K | 41.77 | 0.31% | Share |
| 61 | BX | Blackstone Inc. | 183.78 | +3.11% | 3.17K | 0.00% | 443.24K | 129.39 | 0.31% | Share |
| 62 | CVX | Chevron Corpora... | 158.25 | +0.29% | 2.6K | +0.58% | 435.39K | 134.98 | 0.30% | Share |
| 63 | ALC | Alcon Inc. | 79.64 | +2.29% | 4.57K | 0.00% | 429.55K | 76.09 | 0.30% | Share |
| 64 | SCI | Service Corpora... | 80.90 | +3.52% | 5.33K | 0.00% | 427.7K | 63.84 | 0.30% | Share |
| 65 | CP | Canadian Pacifi... | 75.70 | +1.61% | 5.99K | +100.00% | 420.56K | 70.21 | 0.29% | Share |
| 66 | LNG | Cheniere Energy... | 237.14 | +0.04% | 1.79K | -35.29% | 413.28K | 118.89 | 0.29% | Share |
| 67 | FE | FirstEnergy Cor... | 43.60 | +0.83% | 10.17K | 0.00% | 411.21K | 38.37 | 0.29% | Share |
| 68 | PAM | Pampa Energía S... | 61.93 | -0.43% | 5.29K | +11.72% | 408.46K | 86.81 | 0.28% | Share |
| 69 | TXN | Texas Instrumen... | 184.35 | +0.18% | 2.23K | +100.00% | 400.55K | 179.7 | 0.28% | Share |
| 70 | ABBV | AbbVie Inc. | 220.19 | +4.04% | 1.77K | 0.00% | 370.07K | 160.22 | 0.26% | Share |
| 71 | CTAS | Cintas Corporat... | 204.50 | +1.54% | 1.78K | 0.00% | 370.01K | 205.88 | 0.26% | Share |
| 72 | ZTS | Zoetis Inc. | 150.57 | +0.77% | 2.23K | 0.00% | 365.03K | 228.84 | 0.25% | Share |
| 73 | UNH | UnitedHealth Gr... | 353.64 | +1.98% | 697 | -7.31% | 364.66K | 584.68 | 0.25% | Share |
| 74 | WM | Waste Managemen... | 220.47 | +1.28% | 1.57K | +5.00% | 364.63K | 156.95 | 0.25% | Share |
| 75 | MELI | MercadoLibre, I... | 2338.20 | -0.46% | 172 | +40.98% | 335.55K | 2022.57 | 0.23% | Share |
| 76 | DKNG | DraftKings Inc. | 45.87 | +0.48% | 9.94K | +100.00% | 329.94K | 33.21 | 0.23% | Share |
| 77 | NFLX | Netflix, Inc. | 1203.50 | -3.54% | 348 | -5.69% | 323.98K | 725.05 | 0.23% | Share |
| 78 | TSLA | Tesla, Inc. | 368.81 | +6.04% | 1.22K | +16.51% | 322.95K | 240.26 | 0.22% | Share |
| 79 | TIGO | Millicom Intern... | 47.16 | -1.69% | 10.64K | 0.00% | 322.01K | 16.91 | 0.22% | Share |
| 80 | ETN | Eaton Corporati... | 360.08 | -0.6% | 1.18K | -2.08% | 319.4K | 331.44 | 0.22% | Share |
| 81 | TDG | TransDigm Group... | 1293.14 | +0.45% | 226 | +5.61% | 312.62K | 771.35 | 0.22% | Share |
| 82 | VOO | Vanguard S&P 50... | 604.58 | +0.82% | 587 | +20.04% | 301.66K | 485.72 | 0.21% | Share |
| 83 | TT | Trane Technolog... | 414.88 | -0.58% | 860 | +2.38% | 293.82K | 267.86 | 0.20% | Share |
| 84 | BIPC | Brookfield Infr... | 40.61 | +1.20% | 7.13K | 0.00% | 257.56K | 40.01 | 0.18% | Share |
| 85 | ABT | Abbott Laborato... | 132.65 | +2.54% | 1.93K | 0.00% | 255.22K | 114.01 | 0.18% | Share |
| 86 | WMT | Walmart Inc. | 102.63 | +2.21% | 2.86K | +9.02% | 252.71K | 81.49 | 0.18% | Share |
| 87 | BIL | SPDR Bloomberg ... | 91.57 | +0.01% | 2.73K | +100.00% | 250.51K | 91.73 | 0.17% | Share |
| 88 | OMFL | Invesco Russell... | 59.91 | +0.97% | 4.67K | -4.62% | 248.69K | 47.56 | 0.17% | Share |
| 89 | ADBE | Adobe Inc. | 350.55 | +0.11% | 611 | 0.00% | 234.16K | 517.78 | 0.16% | Share |
| 90 | CB | Chubb Limited | 282.90 | +1.96% | 752 | -1.05% | 227.09K | 288.39 | 0.16% | Share |
| 91 | CHD | Church & Dwight... | 94.43 | +1.54% | 2K | 0.00% | 220.18K | 105.02 | 0.15% | Share |
| 92 | CRM | Salesforce, Inc... | 246.23 | +1.51% | 809 | +1.38% | 217.98K | 333.43 | 0.15% | Share |
| 93 | SNPS | Synopsys, Inc. | 438.10 | +12.98% | 485 | 0.00% | 211.43K | 506.39 | 0.15% | Share |
| 94 | QCOM | QUALCOMM Incorp... | 161.51 | +1.61% | 1.36K | 0.00% | 209.5K | 153.62 | 0.15% | Share |
| 95 | PWR | Quanta Services... | 389.66 | -0.13% | 780 | 0.00% | 201.16K | 298.15 | 0.14% | Share |
| 96 | VRAR | The Glimpse Gro... | 1.47 | +1.36% | 17.6K | 0.00% | 20.42K | 3.56 | 0.01% | Share |