Fund HoldingsLWM Advisory Services, LLC

Total Portfolio Value
$143.99M
Total Bought
$22.68M
Total Sold
$19.06M
Net Transaction
+$3.62M
Filing Period:
Securities
SharesValue ($K)
Q4 2024
Q1 2025
Change
Q4 2024
Q1 2025
Weight (%)
Change
INVESCO EXCHANGE TRADED FD T
S&P500 EQL WGT
049,107+49,10708,5075.91%+8,507
WORLD GOLD TR(GLDM)137,106161,714+24,6087,12810,0086.95%+2,880
WISDOMTREE TR(WT)31,88282,292+50,4101,6044,1422.88%+2,537
FIRST TR MORNINGSTAR DIVID L054,945+54,94502,3871.66%+2,387
BERKSHIRE HATHAWAY INC DEL8,9059,873+9684,0355,2583.65%+1,223
INVESCO EXCH TRADED FD TR II337,778355,162+17,3847,9078,6245.99%+717
CANADIAN PACIFIC KANSAS CITY(CP)05,993+5,99304210.29%+421
TEXAS INSTRS INC(TXN)02,229+2,22904010.28%+401
DRAFTKINGS INC NEW(DKNG)09,935+9,93503300.23%+330
SPDR SER TR
ST STR BLO 1 ETF
02,731+2,73102510.17%+251
J P MORGAN EXCHANGE TRADED F
MUNICIPAL ETF
132,395136,203+3,8086,6406,8104.73%+171
ISHARES TR
YLD OPTIM BD
131,036136,843+5,8072,9043,0692.13%+164
ISHARES TR5,5576,851+1,2945576900.48%+132
MERCADOLIBRE INC(MELI)122172+502073360.23%+128
T-MOBILE US INC(TMUS)2,5132,51305536720.47%+119
THERMO FISHER SCIENTIFIC INC(TMO)7421,010+2683874960.34%+109
WASTE CONNECTIONS INC(WCN)2,9593,034+755075910.41%+84
AMERICAN WTR WKS CO INC NEW3,8263,796-304765600.39%+84
INTERNATIONAL BUSINESS MACHS(IBM)2,2442,234-104935560.39%+63
WASTE MGMT INC DEL(WM)1,5001,575+753033650.25%+62
PROCTER AND GAMBLE CO(PG)2,4962,807+3114184780.33%+61
CHEVRON CORP NEW(CVX)2,5852,600+153754350.30%+60
AMERICAN TOWER CORP NEW(AMT)2,3822,261-1214354930.34%+58
VISA INC(V)2,6442,552-928348900.62%+56
MILLICOM INTL CELLULAR S A
COM STK
10,63810,63802663220.22%+56
ABBVIE INC(ABBV)1,7691,76903153700.26%+55
CINTAS CORP(CTAS)1,7801,78003243700.26%+46
ALCON AG(ALC)4,5664,56603884300.30%+42
TRANSDIGM GROUP INC(TDG)214226+122713130.22%+41
MCDONALDS CORP(MCD)1,8401,84005355750.40%+41
VANGUARD INDEX FDS489587+982633020.21%+38
ABBOTT LABS1,9251,92502182550.18%+37
VERISK ANALYTICS INC(VRSK)1,5431,54304254590.32%+34
JPMORGAN CHASE & CO.(JPM)5,4585,474+161,3091,3410.93%+33
MASTERCARD INCORPORATED(MA)1,0381,03805435690.40%+26
META PLATFORMS INC(META)924984+605445700.40%+25
COSTCO WHSL CORP NEW(COST)55355305055260.37%+21
SPDR INDEX SHS FDS
ST STR PO EX ETF
24,90923,902-1,0078508700.60%+20
ISHARES TR
0-5 YR TIPS ETF
5,4945,521+275535710.40%+19
CHUBB LIMITED
COM
760752-82102270.16%+17
WALMART INC(WMT)2,6272,864+2372372530.18%+16
GOLDMAN SACHS GROUP INC(GS)768833+654404550.32%+15
INVESCO EXCH TRADED FD TR II35,04436,148+1,1043,3293,3452.32%+15
FIRST TR VALUE LINE DIVID IN
SHS
13,25913,25905795910.41%+13
S&P GLOBAL INC(SPGI)1,0041,00405005110.35%+11
CHURCH & DWIGHT CO INC(CHD)2,0002,00002092200.15%+11
FIRSTENERGY CORP(FE)10,17410,17404054110.29%+6
SERVICE CORP INTL(SCI)5,3335,33304264280.30%+2
ZOETIS INC(ZTS)2,2322,23203633650.25%+2
QUALCOMM INC(QCOM)1,3641,36402102100.15%-0
NETFLIX INC(NFLX)369348-213283240.22%-4
NEXTERA ENERGY INC(NEE)15,28215,362+801,0951,0890.76%-6
SPDR DOW JONES INDL AVERAGE(DIA)1,2511,252+15325260.37%-7
ISHARES INC3,2423,24205044970.34%-8
PAMPA ENERGIA S A(PAM)4,7365,291+5554164080.28%-8
HOME DEPOT INC(HD)1,3531,404+515265140.36%-12
UNITEDHEALTH GROUP INC(UNH)752697-553803650.25%-15
INVESCO EXCH TRD SLF IDX FD
RUSL 1000 DYNM
4,8914,665-2262652490.17%-17
TRANE TECHNOLOGIES PLC(TT)840860+203142940.20%-20
ELI LILLY & CO(LLY)1,8441,698-1461,4241,4020.97%-22
SYNOPSYS INC(SNPS)48548502342110.15%-23
GLIMPSE GROUP INC17,60317,603043200.01%-23
BROOKFIELD INFRASTRUCTURE CO(BIPC)7,1327,13202852580.18%-28
ADOBE INC(ADBE)61161102702340.16%-36
YPF SOCIEDAD ANONIMA(YPF)11,57612,858+1,2824924510.31%-42
QUANTA SVCS INC78078002462010.14%-45
SALESFORCE INC(CRM)798809+112652180.15%-47
ISHARES TR3,0403,04001,0169660.67%-50
ISHARES TR2,2612,200-617286750.47%-53
BLACKROCK INC(BLK)87687608988290.58%-69
J P MORGAN EXCHANGE TRADED F
DIVERSFED RTRN
15,52215,100-4221,5911,5191.05%-72
EATON CORP PLC(ETN)1,2001,175-253983190.22%-79
TESLA INC(TSLA)1,0481,221+1734063230.22%-83
ISHARES BITCOIN TRUST ETF(IBIT)14,87514,87507896960.48%-93
J P MORGAN EXCHANGE TRADED F
DIVERSFD EQT ETF
22,55321,873-6801,0569530.66%-102
FACTSET RESH SYS INC(FDS)4,0004,00001,9211,8191.26%-103
BLACKSTONE INC(BX)3,1713,17105474430.31%-104
ISHARES TR25,92526,025+1002,6132,5061.74%-107
INVESCO QQQ TR5,4155,621+2062,7682,6381.83%-130
ALPHABET INC(GOOG)4,5164,587+718557140.50%-141
ISHARES TR
US SML CAP EQT
18,93417,883-1,0511,2781,1120.77%-166
CHENIERE ENERGY INC(LNG)2,7601,786-9745934130.29%-180
NU HLDGS LTD(NU)69,42549,799-19,6267195100.35%-209
SPDR SER TR
ST STR P500GRW
15,53514,323-1,2121,3661,1510.80%-214
MERCK & CO INC(MRK)2,1710-2,1712160-216
CSX CORP(CSX)6,7150-6,7152170-217
ALPHABET INC(GOOG)8,5658,56501,6311,3400.93%-291
GLOBAL X FDS
US INFR DEV ETF
177,430181,649+4,2197,1706,8544.76%-316
ISHARES TR3,4250-3,4253650-365
CHART INDS INC2,0050-2,0053830-383
PEPSICO INC(PEP)2,5510-2,5513860-386
AMAZON COM INC(AMZN)16,59717,047+4503,6423,2462.25%-397
MICROSOFT CORP(MSFT)9,5239,490-334,0103,5732.48%-437
NVIDIA CORPORATION(NVDA)26,11027,545+1,4353,5312,9962.08%-535
SELECT SECTOR SPDR TR
ST STR TECHN ETF
4,7632,746-2,0171,1075670.39%-540
INVESCO EXCH TRADED FD TR II
NASDAQ 100 ETF
6,5824,088-2,4941,3857890.55%-596
INVESCO EXCHANGE TRADED FD T
S&P MDCP QUALITY
20,99913,970-7,0292,0681,2790.89%-789
INVESCO EXCHANGE TRADED FD T
S&P 500 TOP 50
64,33541,964-22,3713,2141,9311.34%-1,283
PACER FDS TR
US CASH COWS 100
153,101132,312-20,7898,6477,2455.03%-1,402
APPLE INC(AAPL)32,39929,691-2,7088,0986,5984.58%-1,501
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