Lwm Advisory Services, LLC Purchases in Q4 2024

Lwm Advisory Services, LLC

  • $139 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
GLDM
World Gold Trust

ETFs
116K
+ 542.15%
$50.76 - $55.23 $5.88M - $6.39M
137K $7.13M
USFR
Wisdomtree Floating Rate Treas

ETFs
31.9K
New
$50.23 - $50.46 $1.6M - $1.61M
31.9K $1.6M
SPMO
Invesco ETF Tr Ii S&P 500 Mome

ETFs
5.68K
+ 19.34%
$89.97 - $98.59 $511K - $560K
35K $3.33M
COWZ
Pacer Fds Tr Us Cash Cows 100

ETFs
14.9K
+ 10.78%
$56.06 - $61.35 $835K - $914K
153K $8.65M
YPF
Ypf Sociedad Anonima

Energy
11.6K
New
$21.67 - $44.88 $251K - $520K
11.6K $492K
XLG
Invesco Exchange Traded Fd Tr

ETFs
6.86K
+ 11.94%
$46.94 - $51.62 $322K - $354K
64.3K $3.21M
PAM
Pampa Energy Inc.

Utilities
4.74K
New
$59.98 - $91.79 $284K - $435K
4.74K $416K
MUB
Ishares National Muni Bond ETF

ETFs
3.43K
New
$105.78 - $108.7 $362K - $372K
3.43K $364K
CRM
Salesforce, Inc.

Technology
798
New
$270.87 - $367.87 $216K - $294K
798 $266K
IOO
Ishares Tr Global 100 ETF

ETFs
1.98K
+ 8.26%
$97.46 - $103.45 $193K - $205K
25.9K $2.61M
SGOV
Ishares Trishares 0 3 Mnth Tre

ETFs
1.81K
+ 48.38%
$100.16 - $100.7 $181K - $182K
5.56K $557K
QQQM
Invesco Exchange Traded Fd Tr

ETFs
439
+ 7.15%
$198.04 - $221.51 $86.9K - $97.2K
6.58K $1.39M
IBM
International Business Machines Corp

Technology
596
+ 36.17%
$204.9 - $238.04 $122K - $142K
2.24K $493K
JPME
Jpmorgan Tr. Diversified Retur

ETFs
1.4K
+ 9.91%
$102.08 - $110.92 $143K - $155K
15.5K $1.59M
ALC
Alcon Inc

Healthcare
1.75K
+ 62.26%
$83.87 - $99.15 $147K - $174K
4.57K $387K
NFLX
Netflix Inc

Communication Services
32
+ 9.5%
$687.65 - $936.56 $22K - $30K
369 $328K
JPSE
J P Morgan Diversified Return

ETFs
2.28K
+ 11.26%
$46.77 - $51.7 $107K - $118K
22.6K $1.06M
STIP
Ishares Barclays 0 5 Year Tips

ETFs
852
+ 18.35%
$100.24 - $101.35 $85.4K - $86.4K
5.49K $552K
JMUB
Jp Morgan Tr Mun ETF (De)

ETFs
4.5K
+ 3.51%
$50.02 - $51.24 $225K - $230K
132K $6.64M
IWB
Ishares Tr Russell 1000 ETF

ETFs
146
+ 6.9%
$311.11 - $335.64 $45.4K - $49K
2.26K $728K
META
Meta Platforms, Inc.

Communication Services
48
+ 5.48%
$554.08 - $632.68 $26.6K - $30.4K
924 $545K
COST
Costco Wholesale Corp

Consumer Defensive
16
+ 2.98%
$873.59 - $994.69 $14K - $15.9K
553 $506K
WMT
Walmart Inc.

Consumer Defensive
48
+ 1.86%
$79.1 - $95.7 $3.8K - $4.59K
2.63K $237K
PG
Procter & Gamble CO

Consumer Defensive
103
+ 4.3%
$161.05 - $179.7 $16.6K - $18.5K
2.5K $418K
Brookfield Infrastructure CO
7.13K
New
N/A
7.13K $0
Blackrock Inc
876
New
N/A
876 $0
BYLD
Ishares Tr Yield Optimized Bd
13.9K
+ 11.84%
N/A
131K $0
LLY
Eli Lilly & CO

Healthcare
43
+ 2.39%
$727.2 - $932.06 $31.3K - $40.1K
1.84K $1.42M
EELV
Invesco ETF Tr Ii S&P Emerging

ETFs
6.73K
+ 2.03%
$23.41 - $25.88 $158K - $174K
338K $7.91M
Activity Summary
Buys All Purchases 30 New Holdings 8 Increased Positions 22 Sells All Sells 43 Reductions 43 Sold out 0 Options Calls 0 Puts 0
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