Fund HoldingsLWM Advisory Services, LLC

Total Portfolio Value
$124.70M
Total Bought
$28.75M
Total Sold
$24.15M
Net Transaction
+$4.60M
Filing Period:
Securities
SharesValue ($K)
Q4 2023
Q1 2024
Change
Q4 2023
Q1 2024
Weight (%)
Change
GLOBAL X FDS
US INFR DEV ETF
25,160180,739+155,5798677,1955.77%+6,328
ISHARES TR0322,902+322,90208,2826.64%+8,282
PACER FDS TR
US CASH COWS 100
58,722142,592+83,8703,0538,2866.64%+5,233
INVESCO EXCHANGE TRADED FD T
S&P 500 TOP 50
32,64655,080+22,4341,2312,3211.86%+1,089
NVIDIA CORPORATION(NVDA)2,0202,288+2681,0002,0671.66%+1,067
SPDR S&P 500 ETF TR(SPY)21,51821,383-13510,22711,1858.97%+957
INVESCO EXCHANGE TRADED FD T
S&P MDCP QUALITY
17,71321,730+4,0171,5712,3911.92%+820
NEXTERA ENERGY INC(NEE)018,476+18,47601,1810.95%+1,181
ISHARES TR
US SML CAP EQT
08,364+8,36405320.43%+532
BERKSHIRE HATHAWAY INC DEL9,0268,904-1223,2193,7443.00%+525
SELECT SECTOR SPDR TR
ST STR TECHN ETF
2,0794,363+2,2844009090.73%+508
J P MORGAN EXCHANGE TRADED F
MUNICIPAL ETF
0123,185+123,18506,2505.01%+6,250
ISHARES TR
YLD OPTIM BD
0118,284+118,28402,6452.12%+2,645
BROOKFIELD INFRASTRUCTURE CO(BIPC)012,887+12,88704640.37%+464
AMAZON COM INC(AMZN)16,66516,579-862,5322,9912.40%+458
FIRSTENERGY CORP(FE)011,869+11,86904580.37%+458
SPDR DOW JONES INDL AVERAGE(DIA)01,131+1,13104500.36%+450
MICROSOFT CORP(MSFT)8,6358,660+253,2473,6442.92%+396
ISHARES TR20,57722,809+2,2321,6572,0391.64%+382
NU HLDGS LTD(NU)54,32369,425+15,1024538280.66%+376
GOLDMAN SACHS GROUP INC(GS)0879+87903670.29%+367
ELI LILLY & CO(LLY)1,7991,790-91,0491,3931.12%+344
CANADIAN PACIFIC KANSAS CITY(CP)03,255+3,25502870.23%+287
META PLATFORMS INC(META)0572+57202780.22%+278
CHART INDS INC01,472+1,47202420.19%+242
VANGUARD INDEX FDS0489+48902350.19%+235
NIKE INC(NKE)02,481+2,48102330.19%+233
ALPHABET INC(GOOG)8,5299,295+7661,2021,4151.13%+213
CHURCH & DWIGHT CO INC(CHD)02,000+2,00002090.17%+209
BLACKSTONE INC(BX)2,4213,773+1,3523174960.40%+179
JPMORGAN CHASE & CO(JPM)5,4705,391-799301,0800.87%+149
SPDR SER TR
ST STR P500GRW
19,69319,450-2431,2811,4231.14%+142
CHENIERE ENERGY INC(LNG)2,3653,357+9924045410.43%+138
CSX CORP(CSX)8,26411,411+3,1472874230.34%+136
J P MORGAN EXCHANGE TRADED F
DIVERSFED RTRN
16,17916,133-461,4861,5991.28%+113
AMERICAN TOWER CORP NEW(AMT)2,1892,865+6764735660.45%+93
WASTE CONNECTIONS INC(WCN)3,5553,551-45316110.49%+80
ISHARES TR3,0273,008-198299030.72%+74
ABBVIE INC(ABBV)1,6961,767+712633220.26%+59
TRANSDIGM GROUP INC(TDG)26726702703290.26%+59
MERCK & CO INC(MRK)2,6222,592-302863420.27%+56
HOME DEPOT INC(HD)1,8521,817-356426970.56%+55
ALPHABET INC(GOOG)4,0084,071+635606140.49%+55
WASTE MGMT INC DEL(WM)1,5001,50002693200.26%+51
QUANTA SVCS INC1,0901,09002352830.23%+48
ISHARES TR
0-5 YR TIPS ETF
3,7064,156+4503654130.33%+48
TRANE TECHNOLOGIES PLC(TT)84084002052520.20%+47
INVESCO QQQ TR4,6534,452-2011,9061,9491.56%+44
CINTAS CORP(CTAS)50050003013440.28%+42
SERVICE CORP INTL(SCI)6,5586,572+144494880.39%+39
THERMO FISHER SCIENTIFIC INC(TMO)865855-104594970.40%+38
VISA INC(V)2,9802,910-707768120.65%+36
J P MORGAN EXCHANGE TRADED F
DIVERSFD EQT ETF
021,919+21,91909910.79%+991
FIRST TR VALUE LINE DIVID IN
SHS
17,89317,905+127267560.61%+30
INTERNATIONAL BUSINESS MACHS(IBM)1,6351,557-782672970.24%+30
SYNOPSYS INC(SNPS)48548502502770.22%+27
COSTCO WHSL CORP NEW(COST)580559-213834100.33%+27
INVESCO EXCHANGE TRADED FD T
S&P500 EQL WGT
02,214+2,21403750.30%+375
PEPSICO INC(PEP)2,7682,796+284704890.39%+19
ALCON AG(ALC)3,3193,325+62592760.22%+17
CLOROX CO DEL(CLX)1,5001,50002142300.18%+16
BLACKROCK INC(BLK)962946-167817890.63%+8
MASTERCARD INCORPORATED(MA)1,1151,003-1124754830.39%+8
CHEVRON CORP NEW(CVX)02,497+2,49703940.32%+394
ABBOTT LABS1,8771,87702072130.17%+7
GLIMPSE GROUP INC17,60317,603020200.02%-0
T-MOBILE US INC(TMUS)3,7173,641-765965940.48%-2
ZOETIS INC(ZTS)2,1992,527+3284344280.34%-6
JOHNSON & JOHNSON(JNJ)2,2002,125-753453360.27%-9
VIRGIN GALACTIC HOLDINGS INC10,31810,318025150.01%-10
INVESCO EXCH TRADED FD TR II
NASDAQ 100 ETF
18,47316,967-1,5063,1133,1002.49%-14
AMERICAN WTR WKS CO INC NEW3,6663,826+1604844680.37%-16
S&P GLOBAL INC(SPGI)1,1731,164-95174950.40%-22
VERISK ANALYTICS INC(VRSK)1,9951,895-1004774470.36%-30
UNITEDHEALTH GROUP INC(UNH)781751-304113720.30%-40
MCDONALDS CORP(MCD)1,8601,808-525515100.41%-42
PROCTER AND GAMBLE CO(PG)3,1432,368-7754613840.31%-76
ADOBE INC(ADBE)644601-433843030.24%-81
FACTSET RESH SYS INC(FDS)4,0004,00001,9081,8181.46%-91
TESLA INC(TSLA)1,7171,71704273020.24%-125
PROGRESSIVE CORP(PGR)3,2041,788-1,4165103700.30%-141
MILLICOM INTL CELLULAR S A
COM STK
29,42216,922-12,5005303420.27%-187
SPDR INDEX SHS FDS
ST STR PO EX ETF
39,78932,051-7,7381,3531,1490.92%-205
UNITED PARCEL SERVICE INC(UPS)1,3680-1,3682150-215
SALESFORCE INC(CRM)8640-8642270-227
ISHARES INC5,5823,242-2,3407434700.38%-273
COCA COLA CO(KO)4,7100-4,7102780-278
PACER FDS TR
US SM CAP CA ETF
20,12810,849-9,2799675330.43%-433
APPLE INC(AAPL)30,10528,860-1,2455,7964,9493.97%-847
INVESCO EXCH TRADED FD TR II024,067+24,06701,2180.98%+1,218
INVESCO EXCH TRD SLF IDX FD
RUSL 1000 DYNM
449,371222,198-227,17323,10212,2729.84%-10,830
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