Fund HoldingsLWM Advisory Services, LLC

Total Portfolio Value
$145.00M
Total Bought
$16.25M
Total Sold
$22.76M
Net Transaction
-$6.51M
Filing Period:
Securities
SharesValue ($K)
Q1 2025
Q2 2025
Change
Q1 2025
Q2 2025
Weight (%)
Change
WORLD GOLD TR(GLDM)161,714259,230+97,51610,00816,98511.71%+6,976
SPDR S&P 500 ETF TR(SPY)020,790+20,790012,8458.86%+12,845
INVESCO EXCH TRADED FD TR II355,162393,530+38,3688,62410,2797.09%+1,655
INVESCO EXCH TRADED FD TR II
NASDAQ 100 ETF
4,08810,375+6,2877892,3561.62%+1,567
NVIDIA CORPORATION(NVDA)27,54525,994-1,5512,9964,1072.83%+1,111
INVESCO EXCH TRADED FD TR II36,14838,862+2,7143,3454,3713.01%+1,026
ISHARES TR05,264+5,26401,0230.71%+1,023
MICROSOFT CORP(MSFT)9,4909,036-4543,5734,4953.10%+922
INVESCO EXCHANGE TRADED FD T
S&P500 EQL WGT
49,10749,466+3598,5078,9906.20%+483
NASDAQ INC(NDAQ)04,676+4,67604180.29%+418
AMAZON COM INC(AMZN)17,04716,550-4973,2463,6312.50%+385
ISHARES TR
US SML CAP EQT
17,88319,836+1,9531,1121,3480.93%+236
ISHARES BITCOIN TRUST ETF(IBIT)14,87514,87506969100.63%+214
JPMORGAN CHASE & CO.(JPM)5,4745,269-2051,3411,5281.05%+186
SPDR SERIES TRUST
ST STR P500GRW
14,32313,714-6091,1511,3070.90%+156
META PLATFORMS INC(META)984970-145707170.49%+147
MERCADOLIBRE INC(MELI)17217203364500.31%+114
INVESCO QQQ TR5,6214,987-6342,6382,7511.90%+113
SELECT SECTOR SPDR TR
ST STR TECHN ETF
2,7462,674-725676770.47%+110
ALPHABET INC(GOOG)8,5658,132-4331,3401,4430.99%+102
NETFLIX INC(NFLX)348318-303244260.29%+102
ISHARES TR3,0403,04009661,0670.74%+101
EATON CORP PLC(ETN)1,1751,17503194190.29%+100
S&P GLOBAL INC(SPGI)1,0041,151+1475116070.42%+96
DRAFTKINGS INC NEW(DKNG)9,9359,93503304260.29%+96
BLACKROCK INC(BLK)87687608299190.63%+90
J P MORGAN EXCHANGE TRADED F
MUNICIPAL ETF
136,203138,983+2,7806,8106,8994.76%+89
INTERNATIONAL BUSINESS MACHS(IBM)2,2342,173-615566410.44%+85
WISDOMTREE TR(WT)82,29283,960+1,6684,1424,2242.91%+82
SPDR INDEX SHS FDS
ST STR PO EX ETF
23,90223,473-4298709500.66%+80
MILLICOM INTL CELLULAR S A
COM STK
10,63810,63803223990.27%+77
FIRSTENERGY CORP(FE)10,17412,074+1,9004114860.34%+75
ISHARES TR2,2002,195-56757460.51%+71
NEXTERA ENERGY INC(NEE)15,36216,693+1,3311,0891,1590.80%+70
INVESCO EXCHANGE TRADED FD T
S&P MDCP QUALITY
13,97013,721-2491,2791,3480.93%+69
TEXAS INSTRS INC(TXN)2,2292,22904014630.32%+62
CANADIAN PACIFIC KANSAS CITY(CP)5,9935,99304214750.33%+55
ISHARES INC3,2423,24204975490.38%+53
J P MORGAN EXCHANGE TRADED F
DIVERSFD EQT ETF
21,87321,972+999531,0000.69%+46
J P MORGAN EXCHANGE TRADED F
DIVERSFED RTRN
15,10015,077-231,5191,5641.08%+45
BLACKSTONE INC(BX)3,1713,257+864434870.34%+44
ALPHABET INC(GOOG)4,5874,285-3027147550.52%+41
BROOKFIELD INFRASTRUCTURE CO(BIPC)7,1327,13202582970.20%+39
ISHARES TR
YLD OPTIM BD
136,843137,343+5003,0693,1052.14%+37
TESLA INC(TSLA)1,2211,131-903233590.25%+36
VANGUARD INDEX FDS58758703023330.23%+32
QUANTA SVCS INC780615-1652012330.16%+31
TRANSDIGM GROUP INC(TDG)226225-13133420.24%+30
SPDR DOW JONES INDL AVERAGE(DIA)1,2521,253+15265520.38%+26
CHENIERE ENERGY INC(LNG)1,7861,78604134350.30%+22
VERISK ANALYTICS INC(VRSK)1,5431,539-44594790.33%+20
WALMART INC(WMT)2,8642,684-1802532620.18%+10
QUALCOMM INC(QCOM)1,3641,36402102170.15%+8
SERVICE CORP INTL(SCI)5,3335,320-134284330.30%+5
GLIMPSE GROUP INC17,60317,603020240.02%+4
INVESCO EXCH TRD SLF IDX FD
RUSL 1000 DYNM
4,6654,305-3602492490.17%0
ISHARES TR
0-5 YR TIPS ETF
5,5215,517-45715680.39%-4
WASTE MGMT INC DEL(WM)1,5751,57503653600.25%-4
TRANE TECHNOLOGIES PLC(TT)860660-2002942890.20%-5
CHUBB LIMITED
COM
75275202272180.15%-9
ABBOTT LABS1,9251,790-1352552430.17%-12
T-MOBILE US INC(TMUS)2,5132,760+2476726580.45%-15
FIRST TR EXCHANGE-TRADED FD
SHS
13,25912,859-4005915750.40%-16
ALCON AG(ALC)4,5664,56604304030.28%-27
WASTE CONNECTIONS INC(WCN)3,0343,023-115915640.39%-28
FACTSET RESH SYS INC(FDS)4,0004,00001,8191,7891.23%-29
ZOETIS INC(ZTS)2,2322,122-1103653310.23%-34
COSTCO WHSL CORP NEW(COST)553495-585264900.34%-36
MASTERCARD INCORPORATED(MA)1,038938-1005695270.36%-42
ABBVIE INC(ABBV)1,7691,732-373703210.22%-49
CINTAS CORP(CTAS)1,7801,440-3403703210.22%-49
HOME DEPOT INC(HD)1,4041,263-1415144630.32%-50
AMERICAN WTR WKS CO INC NEW3,7963,626-1705605040.35%-55
AMERICAN TOWER CORP NEW(AMT)2,2611,968-2934934350.30%-58
PROCTER AND GAMBLE CO(PG)2,8072,636-1714784200.29%-58
MCDONALDS CORP(MCD)1,8401,730-1105755060.35%-70
CHEVRON CORP NEW(CVX)2,6002,550-504353650.25%-70
VISA INC(V)2,5522,306-2468908190.56%-71
ELI LILLY & CO(LLY)1,6981,69801,4021,3240.91%-78
INVESCO EXCHANGE TRADED FD T
S&P 500 TOP 50
41,96435,105-6,8591,9311,8291.26%-102
PAMPA ENERGIA S A(PAM)5,2914,373-9184083030.21%-105
THERMO FISHER SCIENTIFIC INC(TMO)1,010910-1004963690.25%-127
UNITEDHEALTH GROUP INC(UNH)697751+543652340.16%-130
ISHARES TR26,02522,030-3,9952,5062,3751.64%-131
YPF SOCIEDAD ANONIMA(YPF)12,85810,147-2,7114513190.22%-131
ISHARES TR6,8514,992-1,8596905030.35%-187
SYNOPSYS INC(SNPS)4850-4852110-211
SALESFORCE INC(CRM)8090-8092180-218
CHURCH & DWIGHT CO INC(CHD)2,0000-2,0002200-220
ADOBE INC(ADBE)6110-6112340-234
SPDR SER TR
ST STR BLO 1 ETF
2,7310-2,7312510-251
BERKSHIRE HATHAWAY INC DEL9,8739,973+1005,2584,8453.34%-413
GOLDMAN SACHS GROUP INC(GS)8330-8334550-455
NU HLDGS LTD(NU)49,7990-49,7995100-510
APPLE INC(AAPL)29,69129,114-5776,5985,9734.12%-624
FIRST TR EXCHANGE-TRADED FD54,94529,483-25,4622,3871,2340.85%-1,152
GLOBAL X FDS
US INFR DEV ETF
181,64912,913-168,7366,8545630.39%-6,291
PACER FDS TR
US CASH COWS 100
132,3120-132,3127,2450-7,245
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