Lwm Advisory Services, LLC
CIK Number: 0001697716
143.99M
Market Value
95
# of Holdings
9 months
Avg. Holding Period
40.59%
Win Rate
24.48%
Peformance 3-Years
Main Sectors:
| Rank | Symbol | Name | Price | % Change | Shares | % Change Shares | Market Value | Avg. Price Paid | % Weight |
|---|---|---|---|---|---|---|---|---|---|
| 1 | SPY | SPDR S&P 500 ET... | 596.88 | -1.14% | 35.17K | -3.01% | 20.61M | 515.44 | 14.33% |
| 2 | COWZ | Pacer US Cash C... | 54.78 | -0.93% | 153.1K | +10.78% | 8.65M | 54.91 | 6.01% |
| 3 | AAPL | Apple Inc. | 196.25 | -1.48% | 32.4K | -5.36% | 8.1M | 188.93 | 5.63% |
| 4 | EELV | Invesco S&P Eme... | 25.79 | -1.23% | 337.78K | +2.03% | 7.91M | 23.51 | 5.50% |
| 5 | PAVE | Global X U.S. I... | 41.95 | -1.49% | 177.43K | -0.56% | 7.17M | 37.89 | 4.99% |
| 6 | GLDM | SPDR Gold MiniS... | 67.98 | +1.31% | 137.11K | +542.15% | 7.13M | 52.01 | 4.96% |
| 7 | JMUB | JPMorgan Munici... | 49.40 | -0.17% | 132.4K | +3.51% | 6.64M | 49.87 | 4.62% |
| 8 | BRK-B | Berkshire Hatha... | 487.18 | -0.64% | 8.9K | -0.36% | 4.03M | 314.8 | 2.81% |
| 9 | MSFT | Microsoft Corpo... | 474.94 | -0.82% | 9.52K | -8.53% | 4.01M | 362.5 | 2.79% |
| 10 | AMZN | Amazon.com, Inc... | 212.00 | -0.58% | 16.6K | -3.65% | 3.64M | 160.08 | 2.53% |
| 11 | NVDA | NVIDIA Corporat... | 141.91 | -2.13% | 26.11K | -3.74% | 3.53M | 68.33 | 2.46% |
| 12 | SPMO | Invesco S&P 500... | 106.11 | -1.03% | 35.04K | +19.34% | 3.33M | 89.93 | 2.31% |
| 13 | XLG | Invesco S&P 500... | 50.12 | -1.14% | 64.33K | +11.94% | 3.21M | 40.99 | 2.23% |
| 14 | BYLD | iShares Yield O... | 22.32 | -0.31% | 131.04K | +11.84% | 2.9M | 21.62 | 2.02% |
| 15 | QQQ | Invesco QQQ Tru... | 526.82 | -1.28% | 5.42K | -5.91% | 2.77M | 430.04 | 1.92% |
| 16 | IOO | iShares Global ... | 104.50 | -1.28% | 25.93K | +8.26% | 2.61M | 83.48 | 1.82% |
| 17 | XMHQ | Invesco S&P Mid... | 96.17 | -1.73% | 21K | -14.33% | 2.07M | 87.68 | 1.44% |
| 18 | FDS | FactSet Researc... | 420.73 | -0.81% | 4K | 0.00% | 1.92M | 384.6 | 1.34% |
| 19 | GOOG | Alphabet Inc. | 175.82 | -0.65% | 8.56K | -1.02% | 1.63M | 144.74 | 1.13% |
| 20 | USFR | WisdomTree Floa... | 50.41 | +0.02% | 31.88K | +100.00% | 1.6M | 50.32 | 1.12% |
| 21 | JPME | JPMorgan Divers... | 101.84 | -1.2% | 15.52K | +9.91% | 1.59M | 86.56 | 1.11% |
| 22 | LLY | Eli Lilly and C... | 819.67 | +0.94% | 1.84K | +2.39% | 1.42M | 337.38 | 0.99% |
| 23 | QQQM | Invesco NASDAQ ... | 216.91 | -1.28% | 6.58K | +7.15% | 1.39M | 167.24 | 0.96% |
| 24 | SPYG | SPDR Portfolio ... | 91.02 | -1.25% | 15.54K | -4.03% | 1.37M | 62.14 | 0.95% |
| 25 | JPM | JPMorgan Chase ... | 264.99 | -1.21% | 5.46K | -0.73% | 1.31M | 153.06 | 0.91% |
| 26 | SMLF | iShares MSCI US... | 65.42 | -1.54% | 18.93K | -9.11% | 1.28M | 64.46 | 0.89% |
| 27 | XLK | Technology Sele... | 239.10 | -1.43% | 4.76K | -5.27% | 1.11M | 199.04 | 0.77% |
| 28 | NEE | NextEra Energy,... | 74.75 | +1.24% | 15.28K | -1.19% | 1.1M | 76.64 | 0.76% |
| 29 | JPSE | JPMorgan Divers... | 44.34 | -1.69% | 22.55K | +11.26% | 1.06M | 39.17 | 0.73% |
| 30 | IWV | iShares Russell... | 338.94 | -1.21% | 3.04K | -3.37% | 1.02M | 274.99 | 0.71% |
| 31 | BLK | BlackRock, Inc. | 971.56 | -1.69% | 876 | +100.00% | 898K | 1025.11 | 0.62% |
| 32 | GOOGL | Alphabet Inc. | 174.62 | -0.61% | 4.52K | -5.56% | 855.19K | 155.46 | 0.59% |
| 33 | SPDW | SPDR Portfolio ... | 40.24 | -1.23% | 24.91K | -8.46% | 850.16K | 32.66 | 0.59% |
| 34 | V | Visa Inc. | 352.88 | -4.99% | 2.64K | -2.26% | 833.64K | 236.13 | 0.58% |
| 35 | IBIT | iShares Bitcoin... | 59.73 | -1.59% | 14.88K | 0.00% | 789.12K | 36 | 0.55% |
| 36 | IWB | iShares Russell... | 327.76 | -1.17% | 2.26K | +6.90% | 728.35K | 314.89 | 0.51% |
| 37 | NU | Nu Holdings Ltd... | 11.90 | -0.79% | 69.42K | 0.00% | 719.24K | 8.08 | 0.50% |
| 38 | LNG | Cheniere Energy... | 238.31 | +1.39% | 2.76K | -4.6% | 593.04K | 118.89 | 0.41% |
| 39 | FVD | First Trust Val... | 44.58 | -1.04% | 13.26K | -19.64% | 578.63K | 38.72 | 0.40% |
| 40 | SGOV | iShares 0-3 Mon... | 100.53 | +0.04% | 5.56K | +48.38% | 557.48K | 100.59 | 0.39% |
| 41 | TMUS | T-Mobile US, In... | 228.02 | -0.3% | 2.51K | -2.41% | 553.37K | 151.76 | 0.38% |
| 42 | STIP | iShares 0-5 Yea... | 102.22 | +0.05% | 5.49K | +18.35% | 552.71K | 98.87 | 0.38% |
| 43 | BX | Blackstone Inc. | 136.37 | -3.14% | 3.17K | -4.11% | 546.74K | 129.39 | 0.38% |
| 44 | META | Meta Platforms,... | 682.74 | -1.53% | 924 | +5.48% | 544.21K | 522.4 | 0.38% |
| 45 | MA | Mastercard Inco... | 561.81 | -4.66% | 1.04K | 0.00% | 543.32K | 493.8 | 0.38% |
| 46 | MCD | McDonald's Corp... | 301.85 | -0.43% | 1.84K | 0.00% | 534.64K | 268.97 | 0.37% |
| 47 | DIA | SPDR Dow Jones ... | 422.83 | -1.78% | 1.25K | 0.00% | 532.48K | 398 | 0.37% |
| 48 | HD | The Home Depot,... | 354.54 | -2.37% | 1.35K | -14.26% | 526.17K | 391.28 | 0.37% |
| 49 | WCN | Waste Connectio... | 190.69 | -0.4% | 2.96K | -2.18% | 507.43K | 136.11 | 0.35% |
| 50 | COST | Costco Wholesal... | 990.08 | -1.26% | 553 | +2.98% | 504.77K | 746.64 | 0.35% |
| 51 | URTH | iShares MSCI Wo... | 165.07 | -1.13% | 3.24K | 0.00% | 504.13K | 133.02 | 0.35% |
| 52 | SPGI | S&P Global Inc. | 501.65 | -0.83% | 1K | -1.38% | 499.56K | 415.84 | 0.35% |
| 53 | IBM | International B... | 277.18 | -1.37% | 2.24K | +36.16% | 493.27K | 169.57 | 0.34% |
| 54 | YPF | YPF Sociedad An... | 36.29 | +0.22% | 11.58K | +100.00% | 492.1K | 42.51 | 0.34% |
| 55 | AWK | American Water ... | 141.32 | +0.01% | 3.83K | 0.00% | 475.78K | 147.19 | 0.33% |
| 56 | GS | The Goldman Sac... | 613.30 | -1.89% | 768 | -4.24% | 439.77K | 413.96 | 0.31% |
| 57 | AMT | American Tower ... | 214.78 | -1.34% | 2.38K | -6.22% | 435.27K | 238.64 | 0.30% |
| 58 | SCI | Service Corpora... | 78.44 | -2.13% | 5.33K | -4.63% | 425.68K | 63.84 | 0.30% |
| 59 | VRSK | Verisk Analytic... | 310.35 | -1.13% | 1.54K | -4.28% | 424.99K | 219.14 | 0.30% |
| 60 | PG | The Procter & G... | 160.25 | -1.79% | 2.5K | +4.30% | 417.68K | 155.09 | 0.29% |
| 61 | PAM | Pampa Energía S... | 74.63 | -2.44% | 4.74K | +100.00% | 416.48K | 87.94 | 0.29% |
| 62 | TSLA | Tesla, Inc. | 325.34 | +1.95% | 1.05K | -40.08% | 406.01K | 237.14 | 0.28% |
| 63 | FE | FirstEnergy Cor... | 40.34 | -0.82% | 10.17K | -4.15% | 404.86K | 38.37 | 0.28% |
| 64 | ETN | Eaton Corporati... | 323.58 | -2.05% | 1.2K | -4.53% | 398.24K | 331.44 | 0.28% |
| 65 | ALC | Alcon Inc. | 86.19 | -3.28% | 4.57K | +62.26% | 387.51K | 76.09 | 0.27% |
| 66 | TMO | Thermo Fisher S... | 402.51 | -3.09% | 742 | -29.6% | 387.01K | 602.97 | 0.27% |
| 67 | PEP | PepsiCo, Inc. | 130.80 | -1.13% | 2.55K | -1.96% | 386.18K | 170.49 | 0.27% |
| 68 | GTLS | Chart Industrie... | 144.01 | -2.7% | 2K | -2.72% | 382.63K | 148.51 | 0.27% |
| 69 | UNH | UnitedHealth Gr... | 313.40 | -1.6% | 752 | -1.57% | 379.57K | 584.68 | 0.26% |
| 70 | CVX | Chevron Corpora... | 145.87 | +0.62% | 2.58K | 0.00% | 375.14K | 134.79 | 0.26% |
| 71 | MUB | iShares Nationa... | 103.88 | -0.21% | 3.42K | +100.00% | 364.93K | 106.55 | 0.25% |
| 72 | ZTS | Zoetis Inc. | 164.36 | -2.64% | 2.23K | -2.79% | 363.37K | 228.84 | 0.25% |
| 73 | NFLX | Netflix, Inc. | 1212.27 | -0.23% | 369 | +9.50% | 328.3K | 725.05 | 0.23% |
| 74 | CTAS | Cintas Corporat... | 221.96 | -0.72% | 1.78K | 0.00% | 324.12K | 205.88 | 0.23% |
| 75 | ABBV | AbbVie Inc. | 190.93 | -0.77% | 1.77K | 0.00% | 314.66K | 160.22 | 0.22% |
| 76 | TT | Trane Technolog... | 421.25 | -0.72% | 840 | 0.00% | 314.03K | 266.22 | 0.22% |
| 77 | WM | Waste Managemen... | 236.43 | -0.3% | 1.5K | 0.00% | 302.69K | 153.22 | 0.21% |
| 78 | BIPC | Brookfield Infr... | 41.07 | -1.84% | 7.13K | +100.00% | 285.35K | 40.01 | 0.20% |
| 79 | TDG | TransDigm Group... | 1439.32 | +0.24% | 214 | -4.46% | 271.2K | 737.04 | 0.19% |
| 80 | ADBE | Adobe Inc. | 391.76 | -5.3% | 611 | -2.4% | 269.73K | 517.78 | 0.19% |
| 81 | TIGO | Millicom Intern... | 37.66 | +1.54% | 10.64K | 0.00% | 266.06K | 16.91 | 0.18% |
| 82 | OMFL | Invesco Russell... | 56.10 | -1.32% | 4.89K | -28.25% | 265.24K | 47.56 | 0.18% |
| 83 | CRM | Salesforce, Inc... | 258.38 | -3.2% | 798 | +100.00% | 265.05K | 334.33 | 0.18% |
| 84 | VOO | Vanguard 500 In... | 548.74 | -1.12% | 489 | 0.00% | 263.48K | 480.07 | 0.18% |
| 85 | PWR | Quanta Services... | 358.12 | -0.15% | 780 | 0.00% | 246.09K | 298.15 | 0.17% |
| 86 | WMT | Walmart Inc. | 94.42 | -0.43% | 2.63K | +1.86% | 236.92K | 80.93 | 0.16% |
| 87 | SNPS | Synopsys, Inc. | 478.31 | -3.37% | 485 | 0.00% | 234.13K | 506.39 | 0.16% |
| 88 | ABT | Abbott Laborato... | 135.57 | -0.64% | 1.93K | 0.00% | 217.78K | 114.01 | 0.15% |
| 89 | CSX | CSX Corporation | 32.11 | -0.86% | 6.71K | -30.47% | 216.68K | 35.25 | 0.15% |
| 90 | MRK | Merck & Co., In... | 81.72 | -0.12% | 2.17K | -14.73% | 215.84K | 87.23 | 0.15% |
| 91 | CB | Chubb Limited | 286.70 | -0.9% | 760 | 0.00% | 209.96K | 288.39 | 0.15% |
| 92 | QCOM | QUALCOMM Incorp... | 154.78 | -2.47% | 1.36K | +100.00% | 209.51K | 153.62 | 0.15% |
| 93 | CHD | Church & Dwight... | 97.07 | -2.03% | 2K | 0.00% | 209.42K | 105.02 | 0.15% |
| 94 | MELI | MercadoLibre, I... | 2371.28 | +0.10% | 122 | 0.00% | 207.45K | 2051.96 | 0.14% |
| 95 | VRAR | The Glimpse Gro... | 1.37 | -6.8% | 17.6K | 0.00% | 43.48K | 3.56 | 0.03% |