Fund HoldingsLWM Advisory Services, LLC

Total Portfolio Value
$170.67M
Total Bought
$14.48M
Total Sold
$18.63M
Net Transaction
-$4.14M
Filing Period:
Securities
SharesValue ($K)
Q3 2025
Q4 2025
Change
Q3 2025
Q4 2025
Weight (%)
Change
SELECT SECTOR SPDR TR
ST STR TECHN ETF
018,167+18,16702,6161.53%+2,616
SPDR SERIES TRUST
ST STR P500GRW
016,162+16,16201,7251.01%+1,725
J P MORGAN EXCHANGE TRADED F
MUNICIPAL ETF
130,877158,760+27,8836,6058,0174.70%+1,412
SPDR S&P 500 ETF TR(SPY)44,36345,197+83429,55430,82118.06%+1,267
WORLD GOLD TR(GLDM)161,495157,581-3,91412,34613,4537.88%+1,106
APPLE INC(AAPL)30,02231,290+1,2687,6488,5074.98%+859
ALPHABET INC(GOOG)8,0437,939-1041,9622,4911.46%+529
INVESCO EXCH TRADED FD TR II369,913377,830+7,9179,84610,3646.07%+518
ISHARES TR03,965+3,96504370.26%+437
ISHARES TR09,460+9,46003730.22%+373
AMPHENOL CORP NEW02,402+2,40203250.19%+325
J P MORGAN EXCHANGE TRADED F
EQUITY PREMIUM
05,515+5,51503160.18%+316
ALPHABET INC(GOOG)4,4264,464+381,0881,3970.82%+309
AON PLC(AON)0848+84802990.18%+299
KYNDRYL HLDGS INC(KD)010,648+10,64802830.17%+283
ISHARES TR2,5225,166+2,6442545190.30%+265
ISHARES TR23,13223,962+8302,7763,0351.78%+259
TESLA INC(TSLA)9731,533+5604366890.40%+254
J P MORGAN EXCHANGE TRADED F
FLEXI DEBT ETF
252,509257,506+4,99712,68012,9327.58%+252
AMAZON COM INC(AMZN)16,30916,559+2503,5823,8222.24%+241
SPDR INDEX SHS FDS
ST STR PO EX ETF
23,56928,106+4,5371,0091,2480.73%+240
ISHARES TR5,8436,717+8741,1901,4130.83%+223
ISHARES TR0637+63702190.13%+219
USCB FINANCIAL HOLDINGS INC011,671+11,67102150.13%+215
HONEYWELL INTL INC(HON)01,052+1,05202050.12%+205
ADVANCED MICRO DEVICES INC(AMD)0953+95302040.12%+204
ISHARES INC3,2423,901+6595897250.42%+136
INVESCO QQQ TR5,0745,160+863,0463,1701.86%+124
PAMPA ENERGIA S A(PAM)4,3734,218-1552633730.22%+111
ISHARES TR
YLD OPTIM BD
128,284133,587+5,3032,9403,0421.78%+102
YPF SOCIEDAD ANONIMA(YPF)10,1479,579-5682463460.20%+100
WISDOMTREE TR(WT)20,19220,19201,1591,2440.73%+85
INVESCO EXCH TRADED FD TR II
S&P 500 REVENUE
11,98312,298+3151,3261,4080.83%+82
J P MORGAN EXCHANGE TRADED F
DIVERSFED RTRN
15,50016,110+6101,6811,7511.03%+70
THERMO FISHER SCIENTIFIC INC(TMO)912908-44625260.31%+64
J P MORGAN EXCHANGE TRADED F
DIVERSFD EQT ETF
22,60623,488+8821,1261,1760.69%+50
ISHARES TR2,2192,294+758118570.50%+46
GLOBAL X FDS
US INFR DEV ETF
12,87813,724+8466136560.38%+43
INVESCO EXCHANGE TRADED FD T
S&P 500 TOP 50
42,77842,215-5632,4612,5031.47%+42
NASDAQ INC(NDAQ)4,6764,67604144540.27%+41
BROOKFIELD INFRASTRUCTURE CO(BIPC)7,1327,119-132933230.19%+30
INTERNATIONAL BUSINESS MACHS(IBM)2,1522,146-66096360.37%+27
ISHARES TR3,0403,04001,1521,1760.69%+24
SPDR DOW JONES INDL AVERAGE(DIA)1,2531,254+15816030.35%+21
ISHARES TR
0-5 YR TIPS ETF
5,4145,672+2585605810.34%+21
BERKSHIRE HATHAWAY INC DEL10,21610,246+305,1355,1503.02%+16
VISA INC(V)2,2882,273-157887970.47%+9
VANGUARD INDEX FDS58758703593680.22%+9
QUALCOMM INC(QCOM)1,3831,390+72302380.14%+8
ISHARES TR
US SML CAP EQT
20,16020,071-891,4991,5030.88%+4
WALMART INC(WMT)2,1592,008-1512222240.13%+1
WASTE CONNECTIONS INC(WCN)3,0233,02305325310.31%-1
FIRST TR EXCHANGE-TRADED FD
SHS
12,85912,85905955930.35%-2
FIRSTENERGY CORP(FE)11,71711,910+1935375330.31%-4
QUANTA SVCS INC546541-52322280.13%-4
MASTERCARD INCORPORATED(MA)944928-165445300.31%-14
CINTAS CORP(CTAS)1,4461,440-62882710.16%-17
APPLOVIN CORP(APP)375372-32692510.15%-19
TRANE TECHNOLOGIES PLC(TT)650640-102762490.15%-27
SERVICE CORP INTL(SCI)5,3205,314-64434140.24%-28
COSTCO WHSL CORP NEW(COST)497485-124574180.25%-38
VERISK ANALYTICS INC(VRSK)1,5421,539-33883440.20%-44
MERCADOLIBRE INC(MELI)17217204023460.20%-55
HOME DEPOT INC(HD)1,2751,299+245094470.26%-62
META PLATFORMS INC(META)956959+36986330.37%-65
EATON CORP PLC(ETN)1,1851,173-124433740.22%-70
INVESCO EXCH TRADED FD TR II
NASDAQ 100 ETF
10,58710,064-5232,6162,5461.49%-71
CHENIERE ENERGY INC(LNG)1,7881,783-54203470.20%-74
MILLICOM INTL CELLULAR S A
COM STK
10,6387,978-2,6605164420.26%-74
BLACKSTONE INC(BX)3,3083,166-1425654880.29%-77
NVIDIA CORPORATION(NVDA)26,29625,766-5304,9024,8052.82%-96
INVESCO EXCH TRADED FD TR II37,33337,045-2884,5204,4202.59%-99
NETFLIX INC(NFLX)2802,480+2,2003332330.14%-101
NU HLDGS LTD(NU)41,08030,210-10,8706585060.30%-152
ISHARES TR12,01111,372-6391,7101,5570.91%-153
T-MOBILE US INC(TMUS)2,4371,977-4605754010.24%-173
UNITEDHEALTH GROUP INC(UNH)5910-5912080-208
CHUBB LIMITED
COM
7520-7522120-212
ISHARES BITCOIN TRUST ETF(IBIT)14,87515,039+1649677470.44%-220
ABBOTT LABS1,7970-1,7972410-241
SPOTIFY TECHNOLOGY S A(SPOT)3450-3452410-241
ELI LILLY & CO(LLY)1,589899-6901,2169660.57%-250
ZOETIS INC(ZTS)1,8090-1,8092640-264
TRANSDIGM GROUP INC(TDG)2250-2252970-297
JPMORGAN CHASE & CO.(JPM)5,4054,337-1,0681,7011,3980.82%-303
ALCON AG(ALC)4,5660-4,5663400-340
WASTE MGMT INC DEL(WM)1,5820-1,5823490-349
AMERICAN TOWER CORP NEW(AMT)1,9250-1,9253700-370
DRAFTKINGS INC NEW(DKNG)9,9350-9,9353720-372
ABBVIE INC(ABBV)1,7020-1,7023940-394
TEXAS INSTRS INC(TXN)2,3120-2,3124250-425
PROCTER AND GAMBLE CO(PG)2,8060-2,8064300-430
CHEVRON CORP NEW(CVX)2,8570-2,8574430-443
CANADIAN PACIFIC KANSAS CITY(CP)5,9930-5,9934470-446
AMERICAN WTR WKS CO INC NEW3,4080-3,4084740-474
WISDOMTREE TR(WT)102,05392,469-9,5845,1304,6532.73%-477
MCDONALDS CORP(MCD)1,6000-1,6004850-485
BLACKROCK INC(BLK)879476-4031,0255090.30%-515
S&P GLOBAL INC(SPGI)1,0880-1,0885290-529
NEXTERA ENERGY INC(NEE)15,9258,195-7,7301,2036580.39%-545
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