Fund HoldingsLWM Advisory Services, LLC

Total Portfolio Value
$119.09M
Total Bought
$13.30M
Total Sold
$19.85M
Net Transaction
-$6.55M
Filing Period:
Securities
SharesValue ($K)
Q1 2024
Q2 2024
Change
Q1 2024
Q2 2024
Weight (%)
Change
INVESCO EXCH TRADED FD TR II24,067336,105+312,0381,2187,9226.65%+6,704
INVESCO EXCH TRADED FD TR II018,845+18,84501,6481.38%+1,648
APPLE INC(AAPL)28,86026,596-2,2644,9495,6024.70%+653
INVESCO QQQ TR4,4526,555+2,1031,9492,5752.16%+625
ISHARES BITCOIN TR(IBIT)014,875+14,87505080.43%+508
LAZARD INC(LAZ)02,316+2,31604880.41%+488
FREEPORT-MCMORAN INC(FCX)07,838+7,83803810.32%+381
BIOMARIN PHARMACEUTICAL INC(BMRN)03,516+3,51602890.24%+289
S&P GLOBAL INC(SPGI)1,1642,883+1,7194957790.65%+284
SPDR S&P 500 ETF TR(SPY)21,38321,046-33711,18511,4549.62%+269
ELI LILLY & CO(LLY)1,7901,818+281,3931,6461.38%+253
ISHARES TR22,80923,022+2132,0392,2231.87%+184
INVESCO EXCHANGE TRADED FD T
S&P 500 TOP 50
55,08054,695-3852,3212,5022.10%+182
J P MORGAN EXCHANGE TRADED F
MUNICIPAL ETF
123,185127,416+4,2316,2506,4195.39%+168
INVESCO EXCHANGE TRADED FD T
S&P MDCP QUALITY
21,73026,314+4,5842,3912,5532.14%+162
ZOETIS INC(ZTS)2,5272,130-3974285740.48%+147
ISHARES TR
US SML CAP EQT
8,36410,539+2,1755326450.54%+113
ISHARES TR
YLD OPTIM BD
118,284124,256+5,9722,6452,7562.31%+111
ALPHABET INC(GOOG)9,2958,308-9871,4151,5241.28%+109
SELECT SECTOR SPDR TR
ST STR TECHN ETF
4,3634,460+979091,0090.85%+100
PROGRESSIVE CORP(PGR)1,7882,150+3623704470.37%+77
ISHARES TR3,0083,146+1389039710.82%+68
NU HLDGS LTD(NU)69,42569,42508288950.75%+67
ISHARES TR
0-5 YR TIPS ETF
4,1564,763+6074134740.40%+61
VERISK ANALYTICS INC(VRSK)1,8951,841-544474960.42%+50
SPDR SER TR
ST STR P500GRW
19,45018,350-1,1001,4231,4701.23%+48
CHENIERE ENERGY INC(LNG)3,3573,303-545415770.48%+36
NVIDIA CORPORATION(NVDA)2,28817,012+14,7242,0672,1021.76%+34
GOLDMAN SACHS GROUP INC(GS)879887+83674010.34%+34
META PLATFORMS INC(META)572579+72782920.25%+14
TRANSDIGM GROUP INC(TDG)26726703293410.29%+12
ALCON AG(ALC)3,3253,210-1152762870.24%+11
VANGUARD INDEX FDS48948902352450.21%+10
ISHARES INC3,2423,24204704780.40%+8
NEXTERA ENERGY INC(NEE)18,47616,761-1,7151,1811,1871.00%+6
AMAZON COM INC(AMZN)16,57915,497-1,0822,9912,9952.51%+4
WASTE MGMT INC DEL(WM)1,5001,50003203200.27%0
CHURCH & DWIGHT CO INC(CHD)2,0002,00002092070.17%-1
GLIMPSE GROUP INC17,60317,603020180.02%-2
WASTE CONNECTIONS INC(WCN)3,5513,451-1006116050.51%-5
SPDR DOW JONES INDL AVERAGE(DIA)1,1311,13104504420.37%-7
VIRGIN GALACTIC HOLDINGS INC10,3180-10,318150-15
TRANE TECHNOLOGIES PLC(TT)8401,180+3402522280.19%-24
BLACKROCK INC(BLK)946970+247897640.64%-25
FIRST TR VALUE LINE DIVID IN
SHS
17,90517,912+77567300.61%-26
SERVICE CORP INTL(SCI)6,5726,386-1864884540.38%-33
BLACKSTONE INC(BX)3,7733,726-474964610.39%-34
SPDR INDEX SHS FDS
ST STR PO EX ETF
32,05131,765-2861,1491,1140.94%-34
PACER FDS TR
US SM CAP CA ETF
10,84911,398+5495334970.42%-37
PROCTER AND GAMBLE CO(PG)2,3682,104-2643843470.29%-37
CANADIAN PACIFIC KANSAS CITY(CP)3,2553,165-902872490.21%-38
J P MORGAN EXCHANGE TRADED F
DIVERSFD EQT ETF
21,91921,831-889919520.80%-39
FIRSTENERGY CORP(FE)11,86910,932-9374584180.35%-40
CHART INDS INC1,4721,402-702422020.17%-40
BROOKFIELD INFRASTRUCTURE CO(BIPC)12,88712,531-3564644220.35%-43
CHEVRON CORP NEW(CVX)2,4972,242-2553943510.29%-43
CSX CORP(CSX)11,41111,205-2064233750.31%-48
ABBVIE INC(ABBV)1,7671,570-1973222690.23%-52
INTERNATIONAL BUSINESS MACHS(IBM)1,5571,275-2822972210.19%-77
J P MORGAN EXCHANGE TRADED F
DIVERSFED RTRN
16,13315,994-1391,5991,5231.28%-77
AMERICAN WTR WKS CO INC NEW3,8263,000-8264683870.33%-80
MILLICOM INTL CELLULAR S A
COM STK
16,92210,638-6,2843422610.22%-81
MERCK & CO INC(MRK)2,5922,104-4883422600.22%-82
THERMO FISHER SCIENTIFIC INC(TMO)855731-1244974040.34%-93
TESLA INC(TSLA)1,7171,032-6853022040.17%-98
AMERICAN TOWER CORP NEW(AMT)2,8652,122-7435664120.35%-154
MCDONALDS CORP(MCD)1,8081,361-4475103470.29%-163
JPMORGAN CHASE & CO.(JPM)5,3914,436-9551,0808970.75%-183
FACTSET RESH SYS INC(FDS)4,0004,00001,8181,6331.37%-184
PEPSICO INC(PEP)2,7961,723-1,0734892840.24%-205
COSTCO WHSL CORP NEW(COST)559239-3204102030.17%-206
ABBOTT LABS1,8770-1,8772130-213
CLOROX CO DEL(CLX)1,5000-1,5002300-230
NIKE INC(NKE)2,4810-2,4812330-233
ALPHABET INC(GOOG)4,0712,001-2,0706143640.31%-250
SYNOPSYS INC(SNPS)4850-4852770-277
HOME DEPOT INC(HD)1,8171,204-6136974150.35%-283
QUANTA SVCS INC1,0900-1,0902830-283
ADOBE INC(ADBE)6010-6013030-303
T-MOBILE US INC(TMUS)3,6411,634-2,0075942880.24%-306
JOHNSON & JOHNSON(JNJ)2,1250-2,1253360-336
CINTAS CORP(CTAS)5000-5003440-344
VISA INC(V)2,9101,750-1,1608124590.39%-353
UNITEDHEALTH GROUP INC(UNH)7510-7513720-372
INVESCO EXCHANGE TRADED FD T
S&P500 EQL WGT
2,2140-2,2143750-375
MICROSOFT CORP(MSFT)8,6607,282-1,3783,6443,2552.73%-389
GLOBAL X FDS
US INFR DEV ETF
180,739182,682+1,9437,1956,7635.68%-432
PACER FDS TR
US CASH COWS 100
142,592143,822+1,2308,2867,8376.58%-449
BERKSHIRE HATHAWAY INC DEL8,9048,093-8113,7443,2922.76%-452
MASTERCARD INCORPORATED(MA)1,0030-1,0034830-483
INVESCO EXCH TRD SLF IDX FD
RUSL 1000 DYNM
222,198213,776-8,42212,27211,2219.42%-1,051
INVESCO EXCH TRADED FD TR II
NASDAQ 100 ETF
16,9678,014-8,9533,1001,5801.33%-1,520
ISHARES TR322,9020-322,9028,2820-8,282
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