Lwm Advisory Services, LLC New Holdings in Q3 2024

Lwm Advisory Services, LLC

Stock	Shares change	Price Range	Shares Held
GLDM World Gold Trust ETFs	21.4K New	$46.2 - $53.01 $986K - $1.13M	21.4K $1.11M
IWB Ishares Tr Russell 1000 ETF ETFs	2.12K New	$283.28 - $314.39 $599K - $665K	2.12K $664K
MA Mastercard Inc Financial Services	1.04K New	$429.6 - $500.99 $446K - $520K	1.04K $512K
UNH Unitedhealth Group Inc Healthcare	764 New	$488.01 - $604.18 $373K - $462K	764 $446K
ETN Eaton Corp PLC Industrials	1.26K New	$272.52 - $333.02 $343K - $419K	1.26K $416K
SGOV Ishares Trishares 0 3 Mnth Tre ETFs	3.75K New	$100.3 - $100.74 $376K - $377K	3.75K $377K
CTAS Cintas Corp Industrials	1.78K New	$201.38 - $819.83 $358K - $1.46M	1.78K $366K
ADBE Adobe Inc. Technology	626 New	$508.13 - $586.55 $318K - $367K	626 $324K
MELI Mercadolibre Inc Consumer Cyclical	122 New	$1591.44 - $2140.1 $194K - $261K	122 $250K
SNPS Synopsys Inc Technology	485 New	$463.97 - $621.3 $225K - $301K	485 $245K
NFLX Netflix Inc Communication Services	337 New	$598.55 - $722.26 $202K - $243K	337 $239K
PWR Quanta Services, Inc. Industrials	780 New	$239.58 - $298.23 $187K - $233K	780 $232K
CB Chubb LTD Financial Services	760 New	$252.51 - $292.2 $192K - $222K	760 $219K
ABT Abbott Laboratories Healthcare	1.93K New	$100.07 - $118.13 $193K - $227K	1.93K $219K
RSP Invesco S&P 500 Equal Weight E ETFs	1.19K New	$162.83 - $179.16 $194K - $213K	1.19K $213K
WMT Walmart Inc. Consumer Defensive	2.58K New	$66.91 - $81.4 $173K - $210K	2.58K $208K

Get notified when there are updates to the investment portfolio of Lwm Advisory Services, LLC, based on Form 13F filings with the SEC.

Stay updated on Lwm Advisory Services, LLC with notifications on news.