Fund HoldingsLWM Advisory Services, LLC

Total Portfolio Value
$113.75M
Total Bought
$27.97M
Total Sold
$9.00M
Net Transaction
+$18.97M
Filing Period:
Securities
SharesValue ($K)
Q3 2023
Q4 2023
Change
Q3 2023
Q4 2023
Weight (%)
Change
SPDR S&P 500 ETF TR(SPY)021,518+21,518010,2278.99%+10,227
INVESCO EXCH TRD SLF IDX FD
RUSL 1000 DYNM
0449,371+449,371023,10220.31%+23,102
INVESCO EXCH TRADED FD TR II
NASDAQ 100 ETF
3,83318,473+14,6405653,1132.74%+2,548
ISHARES TR55820,577+20,019411,6571.46%+1,616
INVESCO QQQ TR04,653+4,65301,9061.68%+1,906
INVESCO EXCHANGE TRADED FD T
S&P 500 TOP 50
032,646+32,64601,2311.08%+1,231
PACER FDS TR
US SM CAP CA ETF
020,128+20,12809670.85%+967
APPLE INC(AAPL)030,105+30,10505,7965.10%+5,796
MICROSOFT CORP(MSFT)08,635+8,63503,2472.85%+3,247
PACER FDS TR
US CASH COWS 100
46,17258,722+12,5502,2823,0532.68%+771
ISHARES INC05,582+5,58207430.65%+743
AMAZON COM INC(AMZN)016,665+16,66502,5322.23%+2,532
MILLICOM INTL CELLULAR S A
COM STK
11,64329,422+17,7791805300.47%+350
ISHARES TR
0-5 YR TIPS ETF
3983,706+3,308393650.32%+327
CSX CORP(CSX)08,264+8,26402870.25%+287
HOME DEPOT INC(HD)01,852+1,85206420.56%+642
SELECT SECTOR SPDR TR
ST STR TECHN ETF
9362,079+1,1431534000.35%+247
SALESFORCE INC(CRM)0864+86402270.20%+227
CLOROX CO DEL(CLX)01,500+1,50002140.19%+214
ABBOTT LABS01,877+1,87702070.18%+207
THERMO FISHER SCIENTIFIC INC(TMO)0865+86504590.40%+459
TRANE TECHNOLOGIES PLC(TT)0840+84002050.18%+205
J P MORGAN EXCHANGE TRADED F
DIVERSFED RTRN
016,179+16,17901,4861.31%+1,486
BLACKROCK INC(BLK)0962+96207810.69%+781
NU HLDGS LTD(NU)054,323+54,32304530.40%+453
SPDR INDEX SHS FDS
ST STR PO EX ETF
039,789+39,78901,3531.19%+1,353
FACTSET RESH SYS INC(FDS)4,0004,00001,7491,9081.68%+159
INVESCO EXCHANGE TRADED FD T
S&P MDCP QUALITY
17,75117,713-381,4301,5711.38%+142
SPDR SER TR
ST STR P500GRW
019,693+19,69301,2811.13%+1,281
NVIDIA CORPORATION(NVDA)1,9952,020+258751,0000.88%+125
BERKSHIRE HATHAWAY INC DEL8,8779,026+1493,1083,2192.83%+111
ALPHABET INC(GOOG)8,2858,529+2441,0951,2021.06%+107
VISA INC(V)02,980+2,98007760.68%+776
ELI LILLY & CO(LLY)1,7671,799+329491,0490.92%+100
ADOBE INC(ADBE)568644+762953840.34%+89
ISHARES TR03,027+3,02708290.73%+829
S&P GLOBAL INC(SPGI)01,173+1,17305170.45%+517
T-MOBILE US INC(TMUS)03,717+3,71705960.52%+596
MCDONALDS CORP(MCD)01,860+1,86005510.48%+551
COSTCO WHSL CORP NEW(COST)559580+213183830.34%+65
PROGRESSIVE CORP(PGR)3,2043,20404465100.45%+64
SERVICE CORP INTL(SCI)6,7846,558-2263884490.39%+61
CINTAS CORP(CTAS)50050002423010.26%+59
BLACKSTONE INC(BX)2,4212,42102593170.28%+58
FIRST TR VALUE LINE DIVID IN
SHS
017,893+17,89307260.64%+726
ALPHABET INC(GOOG)3,8114,008+1975055600.49%+55
MASTERCARD INCORPORATED(MA)1,0671,115+484224750.42%+53
TESLA INC(TSLA)1,4921,717+2253744270.38%+53
ZOETIS INC(ZTS)02,199+2,19904340.38%+434
UNITEDHEALTH GROUP INC(UNH)707781+743634110.36%+49
WASTE MGMT INC DEL(WM)01,500+1,50002690.24%+269
WASTE CONNECTIONS INC(WCN)03,555+3,55505310.47%+531
INTERNATIONAL BUSINESS MACHS(IBM)1,6351,63502302670.24%+38
QUANTA SVCS INC01,090+1,09002350.21%+235
GLOBAL X FDS
US INFR DEV ETF
025,160+25,16008670.76%+867
TRANSDIGM GROUP INC(TDG)0267+26702700.24%+270
SYNOPSYS INC(SNPS)48548502252500.22%+25
AMERICAN WTR WKS CO INC NEW03,666+3,66604840.43%+484
MERCK & CO INC(MRK)02,622+2,62202860.25%+286
PEPSICO INC(PEP)02,768+2,76804700.41%+470
JOHNSON & JOHNSON(JNJ)02,200+2,20003450.30%+345
ABBVIE INC(ABBV)1,6781,696+182502630.23%+13
PROCTER AND GAMBLE CO(PG)03,143+3,14304610.40%+461
CHENIERE ENERGY INC(LNG)2,3652,36503924040.35%+11
VIRGIN GALACTIC HOLDINGS INC8,81810,318+1,50016250.02%+9
ALCON AG(ALC)03,319+3,31902590.23%+259
UNITED PARCEL SERVICE INC(UPS)01,368+1,36802150.19%+215
INTERCONTINENTAL EXCHANGE IN(ICE)000000
ISHARES TR50-500-0
BEYOND MEAT INC1030-10310-1
FORTREA HLDGS INC(FTRE)450-4510-1
TEVA PHARMACEUTICAL INDS LTD(TEVA)2070-20720-2
BUTTERFLY NETWORK INC(BFLY)1,9750-1,97520-2
JPMORGAN CHASE & CO(JPM)6,4435,470-9739339300.82%-3
CONSOLIDATED EDISON INC(ED)440-4440-4
PACER FDS TR
TRENDP US LAR CP
1000-10040-4
COCA COLA CO(KO)04,710+4,71002780.24%+278
ISHARES GOLD TR(IAU)1720-17260-6
PACER FDS TR
TRENDPILOT 100
1100-11070-7
VERISK ANALYTICS INC(VRSK)2,0481,995-534844770.42%-7
VANECK ETF TRUST
SEMICONDUCTR ETF
530-5380-8
SBA COMMUNICATIONS CORP NEW(SBAC)390-3980-8
BANK HAWAII CORP1590-15980-8
COGNEX CORP(CGNX)2000-20080-8
LABORATORY CORP AMER HLDGS450-4590-9
VANGUARD SPECIALIZED FUNDS600-6090-9
KENVUE INC(KVUE)4690-46990-9
FS KKR CAP CORP(FSK)5070-507100-10
WD 40 CO(WDFC)510-51100-10
VANGUARD STAR FDS2010-201110-11
NATIONAL BEVERAGE CORP(FIZZ)2600-260120-12
GLIMPSE GROUP INC017,603+17,6030200.02%+20
HANCOCK JOHN PFD INCOME FD I9380-938130-13
HENRY JACK & ASSOC INC(JKHY)880-88130-13
CIENA CORP(CIEN)2840-284130-13
BANK AMERICA CORP5000-500140-14
AMERICAN TOWER CORP NEW(AMT)02,189+2,18904730.42%+473
AMEREN CORP(AEE)2000-200150-15
FIRST TR EXCHANGE-TRADED FD
SSI STRG ETF
5050-505160-16
ICON PLC(ICLR)660-66160-16
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