Lwm Advisory Services, LLC has filed its 13F form on February 03, 2025 for Q4 2024 where it was disclosed a total value porftolio of $139 Million distributed in 95 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Spdr S&P 500 ETF Trust with a value of $20.6M, Pacer Fds Tr Us Cash Cows 100 with a value of $8.65M, Apple Inc. with a value of $8.11M, Invesco ETF Tr Ii S&P Emerging with a value of $7.91M, and Global X Fds Us Infrastructure with a value of $7.17M.
Examining the 13F form we can see an increase of $7.85M in the current position value, from $131M to 139M.
Lwm Advisory Services, LLC is based out at Plantation, FL
Below you can find more details about Lwm Advisory Services, LLC portfolio as well as his latest detailed transactions.
Portfolio value
$139 Million
ETFs: $87.7 Million
Technology: $17.1 Million
Financial Services: $11.1 Million
Consumer Cyclical: $5.76 Million
Communication Services: $4.18 Million
Healthcare: $3.69 Million
Industrials: $3.38 Million
Utilities: $2.39 Million
Other: $3.65 Million
Stock Holdings Table Market Cap. of $200 Billions or more
