Lwm Advisory Services, LLC Reduced Holdings in Q4 2024

Lwm Advisory Services, LLC

  • $139 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
MSFT
Microsoft Corp

Technology
-888
- 8.53%
$406.35 - $454.46 $361K - $404K
9.52K $4.01M
XMHQ
Invesco Exchange Traded Fd Tr

ETFs
-3.51K
- 14.33%
$98.47 - $109.35 $346K - $384K
21K $2.07M
TMO
Thermo Fisher Scientific Inc.

Healthcare
-312
- 29.6%
$501.29 - $612.85 $156K - $191K
742 $386K
NEE
Nextera Energy Inc

Utilities
-184
- 1.19%
$69.77 - $85.43 $12.8K - $15.7K
15.3K $1.1M
SPY
Spdr S&P 500 ETF Trust

ETFs
-1.09K
- 3.01%
$567.81 - $607.81 $619K - $663K
35.2K $20.6M
PAVE
Global X Fds Us Infrastructure

ETFs
-993
- 0.56%
$40.41 - $45.95 $40.1K - $45.6K
177K $7.17M
SPDW
Spdr Ser Tr Fds Spdr Portfolio

ETFs
-2.3K
- 8.46%
$34.13 - $37.35 $78.6K - $86K
24.9K $850K
FVD
First Tr Value Line Divid Inde

ETFs
-3.24K
- 19.64%
$43.4 - $46.7 $141K - $151K
13.3K $578K
AMT
American Tower Corp

Real Estate
-158
- 6.22%
$179.4 - $232.01 $28.3K - $36.7K
2.38K $436K
CSX
Csx Corp

Industrials
-2.94K
- 30.47%
$31.58 - $36.88 $92.9K - $109K
6.72K $216K
SMLF
Ishares Msci Usa Small Cap Mul

ETFs
-1.9K
- 9.11%
$65.31 - $74.15 $124K - $141K
18.9K $1.28M
OMFL
Invesco Exchange Traded Self I

ETFs
-1.93K
- 28.25%
$52.49 - $56.58 $101K - $109K
4.89K $265K
ZTS
Zoetis Inc.

Healthcare
-64
- 2.79%
$162.24 - $194.42 $10.4K - $12.4K
2.23K $363K
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
-32
- 0.36%
$442.29 - $483.08 $14.2K - $15.5K
8.91K $4.04M
MRK
Merck & Co., Inc.

Healthcare
-375
- 14.73%
$96.31 - $114.76 $36.1K - $43K
2.17K $215K
FE
Firstenergy Corp

Utilities
-441
- 4.15%
$39.14 - $44.52 $17.3K - $19.6K
10.2K $404K
UNH
Unitedhealth Group Inc

Healthcare
-12
- 1.57%
$485.52 - $625.25 $5.83K - $7.5K
752 $380K
PEP
Pepsico Inc

Consumer Defensive
-51
- 1.96%
$151.29 - $176.1 $7.72K - $8.98K
2.55K $387K
ADBE
Adobe Inc.

Technology
-15
- 2.4%
$437.39 - $552.96 $6.56K - $8.29K
611 $271K
TDG
Trans Digm Group Inc

Industrials
-10
- 4.46%
$1239.0 - $1442.53 $12.4K - $14.4K
214 $271K
QQQ
Invesco Qqq Trust, Series 1

ETFs
-340
- 5.91%
$481.22 - $538.17 $164K - $183K
5.42K $2.77M
TSLA
Tesla, Inc.

Consumer Cyclical
-701
- 40.08%
$213.65 - $479.86 $150K - $336K
1.05K $423K
WCN
Waste Connections, Inc.

Industrials
-66
- 2.18%
$171.06 - $193.25 $11.3K - $12.8K
2.96K $507K
XLK
Technology Sector Spdr

ETFs
-265
- 5.27%
$220.26 - $241.44 $58.4K - $64K
4.76K $1.11M
SPGI
S&P Global Inc.

Financial Services
-14
- 1.38%
$480.36 - $529.17 $6.73K - $7.41K
1K $500K
ETN
Eaton Corp PLC

Industrials
-57
- 4.53%
$326.96 - $377.52 $18.6K - $21.5K
1.2K $398K
SCI
Service Corp International

Consumer Cyclical
-259
- 4.63%
$73.36 - $88.6 $19K - $22.9K
5.33K $425K
IWV
Ishares Russell 3000 ETF

ETFs
-106
- 3.37%
$323.08 - $349.08 $34.2K - $37K
3.04K $1.02M
VRSK
Verisk Analytics, Inc.

Industrials
-69
- 4.28%
$262.86 - $294.75 $18.1K - $20.3K
1.54K $424K
TMUS
T Mobile Us, Inc.

Communication Services
-62
- 2.41%
$206.1 - $246.94 $12.8K - $15.3K
2.51K $554K
SPYG
Spdr Portfolio

ETFs
-652
- 4.03%
$81.74 - $91.38 $53.3K - $59.6K
15.5K $1.37M
BX
Blackstone Inc.

Financial Services
-136
- 4.11%
$148.45 - $199.05 $20.2K - $27.1K
3.17K $546K
GS
Goldman Sachs Group Inc

Financial Services
-34
- 4.24%
$486.1 - $608.57 $16.5K - $20.7K
768 $439K
GOOGL
Alphabet Inc.

Communication Services
-266
- 5.56%
$161.86 - $196.66 $43.1K - $52.3K
4.52K $854K
LNG
Cheniere Energy, Inc.

Energy
-133
- 4.6%
$181.07 - $225.92 $24.1K - $30K
2.76K $593K
V
Visa Inc.

Financial Services
-61
- 2.26%
$273.87 - $320.91 $16.7K - $19.6K
2.64K $835K
GTLS
Chart Industries Inc

Industrials
-56
- 2.72%
$119.65 - $202.35 $6.7K - $11.3K
2.01K $382K
AAPL
Apple Inc.

Technology
-1.84K
- 5.36%
$221.69 - $259.02 $407K - $476K
32.4K $8.11M
JPM
Jpmorgan Chase & CO

Financial Services
-40
- 0.73%
$205.18 - $250.29 $8.21K - $10K
5.46K $1.31M
GOOG
Alphabet Inc.

Communication Services
-88
- 1.02%
$163.08 - $198.16 $14.4K - $17.4K
8.57K $1.63M
NVDA
Nvidia Corp

Technology
-1.02K
- 3.74%
$117.0 - $148.88 $119K - $151K
26.1K $3.51M
AMZN
Amazon Com Inc

Consumer Cyclical
-628
- 3.65%
$180.88 - $232.93 $114K - $146K
16.6K $3.64M
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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