Lwm Advisory Services, LLC Reduced Holdings in Q3 2025

Lwm Advisory Services, LLC

  • $153 Million
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
GLDM
World Gold Trust

ETFs
-97.7K
- 37.7%
$64.73 - $76.45 $6.33M - $7.47M
161K $12.3M
EELV
Invesco ETF Tr Ii S&P Emerging

ETFs
-23.6K
- 6.0%
$25.72 - $27.0 $607K - $638K
370K $9.85M
JMUB
Jp Morgan Tr Mun ETF (De)

ETFs
-8.11K
- 5.83%
$49.09 - $50.58 $398K - $410K
131K $6.61M
SGOV
Ishares Trishares 0 3 Mnth Tre

ETFs
-2.47K
- 49.48%
$100.37 - $100.74 $248K - $249K
2.52K $253K
LLY
Eli Lilly & CO

Healthcare
-109
- 6.42%
$625.65 - $812.69 $68.2K - $88.6K
1.59K $1.21M
NFLX
Netflix Inc

Communication Services
-38
- 11.95%
$1147.87 - $1297.18 $43.6K - $49.3K
280 $335K
SPGI
S&P Global Inc.

Financial Services
-63
- 5.47%
$484.94 - $564.15 $30.6K - $35.5K
1.09K $529K
TMUS
T Mobile Us, Inc.

Communication Services
-323
- 11.7%
$226.02 - $259.01 $73K - $83.7K
2.44K $583K
ZTS
Zoetis Inc.

Healthcare
-313
- 14.75%
$141.13 - $159.19 $44.2K - $49.8K
1.81K $264K
AMT
American Tower Corp

Real Estate
-43
- 2.18%
$192.32 - $232.35 $8.27K - $9.99K
1.93K $370K
WMT
Walmart Inc.

Consumer Defensive
-525
- 19.56%
$94.4 - $104.27 $49.6K - $54.7K
2.16K $222K
V
Visa Inc.

Financial Services
-18
- 0.78%
$332.09 - $358.86 $5.98K - $6.46K
2.29K $781K
IBM
International Business Machines Corp

Technology
-21
- 0.97%
$234.77 - $292.47 $4.93K - $6.14K
2.15K $607K
UNH
Unitedhealth Group Inc

Healthcare
-160
- 21.3%
$237.77 - $353.61 $38K - $56.6K
591 $204K
AWK
American Water Works Company, Inc.

Utilities
-218
- 6.01%
$135.05 - $147.0 $29.4K - $32K
3.41K $474K
MCD
Mcdonalds Corp

Consumer Cyclical
-130
- 7.51%
$291.67 - $316.99 $37.9K - $41.2K
1.6K $486K
TT
Trane Technologies PLC

Industrials
-10
- 1.52%
$398.96 - $472.54 $3.99K - $4.73K
650 $274K
META
Meta Platforms, Inc.

Communication Services
-14
- 1.44%
$695.21 - $791.73 $9.73K - $11.1K
956 $702K
STIP
Ishares Barclays 0 5 Year Tips

ETFs
-103
- 1.87%
$102.4 - $103.88 $10.5K - $10.7K
5.41K $559K
PWR
Quanta Services, Inc.

Industrials
-69
- 11.22%
$372.29 - $421.68 $25.7K - $29.1K
546 $226K
BYLD
Ishares Tr Yield Optimized Bd
-9.06K
- 6.6%
N/A
128K $0
NEE
Nextera Energy Inc

Utilities
-768
- 4.6%
$69.77 - $77.54 $53.6K - $59.6K
15.9K $1.2M
FE
Firstenergy Corp

Utilities
-357
- 2.96%
$39.76 - $45.82 $14.2K - $16.4K
11.7K $536K
PAVE
Global X Fds Us Infrastructure

ETFs
-35
- 0.27%
$44.02 - $47.63 $1.54K - $1.67K
12.9K $613K
TSLA
Tesla, Inc.

Consumer Cyclical
-158
- 13.97%
$293.94 - $444.72 $46.4K - $70.3K
973 $432K
ABBV
Abb Vie Inc.

Healthcare
-30
- 1.73%
$184.85 - $231.54 $5.55K - $6.95K
1.7K $394K
SPMO
Invesco ETF Tr Ii S&P 500 Mome

ETFs
-1.53K
- 3.93%
$110.74 - $122.12 $169K - $187K
37.3K $4.52M
GOOG
Alphabet Inc.

Communication Services
-89
- 1.09%
$175.16 - $255.24 $15.6K - $22.7K
8.04K $1.96M
Activity Summary
Buys All Purchases 44 New Holdings 8 Increased Positions 36 Sells All Sells 29 Reductions 29 Sold out 0 Options Calls 0 Puts 0
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