Fund Holdings — LWM Advisory Services, LLC

Total Portfolio Value
$171.57M
Total Bought
$49.11M
Total Sold
$19.20M
Net Transaction
+$29.91M
Filing Period:
Securities
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SharesValue ($K)
Q2 2025
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Q3 2025
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Change
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Q2 2025
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Q3 2025
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Weight (%)
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Change
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SPDR S&P 500 ETF TR(SPY)20,79044,363+23,57312,84529,55417.23%+16,709
J P MORGAN EXCHANGE TRADED F
FLEXI DEBT ETF
0252,509+252,509012,6807.39%+12,680
INVESCO EXCH TRADED FD TR II4,99237,333+32,3415034,5202.63%+4,017
SELECT SECTOR SPDR TR
ST STR TECHN ETF
2,6749,120+6,4466772,5711.50%+1,894
ISHARES TR012,011+12,01101,7101.00%+1,710
APPLE INC(AAPL)29,11430,022+9085,9737,6484.46%+1,675
INVESCO EXCH TRADED FD TR II
S&P 500 REVENUE
011,983+11,98301,3260.77%+1,326
WISDOMTREE TR(WT)020,192+20,19201,1590.68%+1,159
VANECK ETF TRUST
VANECK SHRT MUNI
052,187+52,18709090.53%+909
WISDOMTREE TR(WT)83,960102,053+18,0934,2245,1302.99%+906
NVIDIA CORPORATION(NVDA)25,99426,296+3024,1074,9022.86%+795
NU HLDGS LTD(NU)041,080+41,08006580.38%+658
INVESCO EXCHANGE TRADED FD T
S&P 500 TOP 50
35,10542,778+7,6731,8292,4611.43%+632
ALPHABET INC(GOOG)8,1328,043-891,4431,9621.14%+520
ISHARES TR22,03023,132+1,1022,3752,7761.62%+401
ALPHABET INC(GOOG)4,2854,426+1417551,0880.63%+333
INVESCO QQQ TR4,9875,074+872,7513,0461.78%+295
BERKSHIRE HATHAWAY INC DEL9,97310,216+2434,8455,1352.99%+290
APPLOVIN CORP(APP)0375+37502690.16%+269
INVESCO EXCH TRADED FD TR II
NASDAQ 100 ETF
10,37510,587+2122,3562,6161.52%+260
SPOTIFY TECHNOLOGY S A(SPOT)0345+34502410.14%+241
MICROSOFT CORP(MSFT)9,0369,103+674,4954,7282.76%+233
SPDR SERIES TRUST
ST STR P500GRW
13,71414,164+4501,3071,4800.86%+173
JPMORGAN CHASE & CO.(JPM)5,2695,405+1361,5281,7010.99%+173
ISHARES TR5,2645,843+5791,0231,1900.69%+167
ISHARES TR
US SML CAP EQT
19,83620,160+3241,3481,4990.87%+151
J P MORGAN EXCHANGE TRADED F
DIVERSFD EQT ETF
21,97222,606+6341,0001,1260.66%+127
MILLICOM INTL CELLULAR S A
COM STK
10,63810,63803995160.30%+118
J P MORGAN EXCHANGE TRADED F
DIVERSFED RTRN
15,07715,500+4231,5641,6810.98%+117
BLACKROCK INC(BLK)876879+39191,0250.60%+106
THERMO FISHER SCIENTIFIC INC(TMO)910912+23694620.27%+93
ISHARES TR3,0403,04001,0671,1520.67%+85
CHEVRON CORP NEW(CVX)2,5502,857+3073654430.26%+78
BLACKSTONE INC(BX)3,2573,308+514875650.33%+78
TESLA INC(TSLA)1,131973-1583594360.25%+76
ABBVIE INC(ABBV)1,7321,702-303213940.23%+72
ISHARES TR2,1952,219+247468110.47%+65
SPDR INDEX SHS FDS
ST STR PO EX ETF
23,47323,569+969501,0090.59%+58
ISHARES BITCOIN TRUST ETF(IBIT)14,87514,87509109670.56%+56
FIRSTENERGY CORP(FE)12,07411,717-3574865370.31%+51
GLOBAL X FDS
US INFR DEV ETF
12,91312,878-355636130.36%+51
HOME DEPOT INC(HD)1,2631,275+124635090.30%+46
NEXTERA ENERGY INC(NEE)16,69315,925-7681,1591,2030.70%+44
ISHARES INC3,2423,24205495890.34%+39
SPDR DOW JONES INDL AVERAGE(DIA)1,2531,25305525810.34%+29
VANGUARD INDEX FDS58758703333590.21%+26
EATON CORP PLC(ETN)1,1751,185+104194430.26%+24
FIRST TR EXCHANGE-TRADED FD
SHS
12,85912,85905755950.35%+20
MASTERCARD INCORPORATED(MA)938944+65275440.32%+17
QUALCOMM INC(QCOM)1,3641,383+192172300.13%+13
PROCTER AND GAMBLE CO(PG)2,6362,806+1704204300.25%+10
SERVICE CORP INTL(SCI)5,3205,32004334430.26%+10
QUANTA SVCS INC615546-692332320.14%-0
ABBOTT LABS1,7901,797+72432410.14%-3
BROOKFIELD INFRASTRUCTURE CO(BIPC)7,1327,13202972930.17%-3
NASDAQ INC(NDAQ)4,6764,67604184140.24%-5
CHUBB LIMITED
COM
75275202182120.12%-6
ISHARES TR
0-5 YR TIPS ETF
5,5175,414-1035685600.33%-8
WASTE MGMT INC DEL(WM)1,5751,582+73603490.20%-11
TRANE TECHNOLOGIES PLC(TT)660650-102892760.16%-13
CHENIERE ENERGY INC(LNG)1,7861,788+24354200.24%-15
META PLATFORMS INC(META)970956-147176980.41%-18
MCDONALDS CORP(MCD)1,7301,600-1305064850.28%-21
GLIMPSE GROUP INC(BTLN)17,6030-17,603240—-24
UNITEDHEALTH GROUP INC(UNH)751591-1602342080.12%-26
CANADIAN PACIFIC KANSAS CITY(CP)5,9935,99304754470.26%-29
AMERICAN WTR WKS CO INC NEW3,6263,408-2185044740.28%-30
VISA INC(V)2,3062,288-188197880.46%-31
WASTE CONNECTIONS INC(WCN)3,0233,02305645320.31%-32
INTERNATIONAL BUSINESS MACHS(IBM)2,1732,152-216416090.35%-32
CINTAS CORP(CTAS)1,4401,446+63212880.17%-33
COSTCO WHSL CORP NEW(COST)495497+24904570.27%-34
TEXAS INSTRS INC(TXN)2,2292,312+834634250.25%-38
WALMART INC(WMT)2,6842,159-5252622220.13%-40
PAMPA ENERGIA S A(PAM)4,3734,37303032630.15%-41
TRANSDIGM GROUP INC(TDG)22522503422970.17%-46
MERCADOLIBRE INC(MELI)17217204504020.23%-48
AMAZON COM INC(AMZN)16,55016,309-2413,6313,5822.09%-49
DRAFTKINGS INC NEW(DKNG)9,9359,93504263720.22%-55
ALCON AG(ALC)4,5664,56604033400.20%-63
AMERICAN TOWER CORP NEW(AMT)1,9681,925-434353700.22%-65
ZOETIS INC(ZTS)2,1221,809-3133312640.15%-67
YPF SOCIEDAD ANONIMA(YPF)10,14710,14703192460.14%-73
S&P GLOBAL INC(SPGI)1,1511,088-636075290.31%-78
T-MOBILE US INC(TMUS)2,7602,437-3236585750.33%-83
VERISK ANALYTICS INC(VRSK)1,5391,542+34793880.23%-92
NETFLIX INC(NFLX)318280-384263330.19%-92
ELI LILLY & CO(LLY)1,6981,589-1091,3241,2160.71%-108
ISHARES TR
YLD OPTIM BD
137,343128,284-9,0593,1052,9401.71%-165
ISHARES TR4,9922,522-2,4705032540.15%-249
INVESCO EXCH TRD SLF IDX FD
RUSL 1000 DYNM
4,3050-4,3052490—-249
J P MORGAN EXCHANGE TRADED F
MUNICIPAL ETF
138,983130,877-8,1066,8996,6053.85%-294
INVESCO EXCH TRADED FD TR II393,530369,913-23,61710,2799,8465.74%-433
FACTSET RESH SYS INC(FDS)4,0004,00001,7891,1460.67%-643
FIRST TR EXCHANGE-TRADED FD29,4830-29,4831,2340—-1,234
INVESCO EXCHANGE TRADED FD T
S&P MDCP QUALITY
13,7210-13,7211,3480—-1,348
WORLD GOLD TR(GLDM)259,230161,495-97,73516,98512,3467.20%-4,638
INVESCO EXCHANGE TRADED FD T
S&P500 EQL WGT
49,4660-49,4668,9900—-8,990
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LWM Advisory Services, LLC — 13F Holdings — Q3 2025 | TickerTrail