LWM Advisory Services, LLC 13F Portfolio
| Entity | Category | QoQ AUM Change | AUM (13F) | # of Holdings | Performance Rank | Equities Trend |
|---|---|---|---|---|---|---|
LA LWM Advisory Services, LLC | Institutional Filer | ▼ 45.12% | $93.7M | 76 |
Current Portfolio Holdings
Showing all 76 reported positions by value
| # | Stock | Company Name | Sector | Shares Held | Market Value | % of Portfolio |
|---|---|---|---|---|---|---|
| 1 | SPY | SPDR S&P 500 ETF Trust | — | 22K | $14.2M | 15.19% |
| 2 | AAPL | Apple Inc. | Technology | 32K | $8.2M | 8.77% |
| 3 | USFR | WISDOMTREE TR | — | 107K | $5.4M | 5.78% |
| 4 | JMUB | J P MORGAN EXCHANGE TRADED F | — | 85K | $4.3M | 4.56% |
| 5 | GLDM | WORLD GOLD TR | — | 45K | $4.2M | 4.50% |
| 6 | JFLX | J P MORGAN EXCHANGE TRADED F | — | 79K | $3.9M | 4.20% |
| 7 | EELV | INVESCO EXCH TRADED FD TR II | — | 126K | $3.5M | 3.77% |
| 8 | BRKB | BERKSHIRE HATHAWAY INC DEL | — | 7K | $3.4M | 3.62% |
| 9 | AMZN | Amazon.com, Inc. | Consumer Cyclical | 15K | $3.1M | 3.27% |
| 10 | NVDA | NVIDIA Corporation | Technology | 16K | $2.8M | 2.98% |
| 11 | MSFT | Microsoft Corporation | Technology | 7K | $2.7M | 2.90% |
| 12 | QQQ | Invesco QQQ Trust | — | 4K | $2.3M | 2.49% |
| 13 | GOOG | Alphabet Inc. | Technology | 8K | $2.2M | 2.36% |
| 14 | GDE | WISDOMTREE TR | — | 20K | $1.3M | 1.36% |
| 15 | JPME | J P MORGAN EXCHANGE TRADED F | — | 10K | $1.2M | 1.28% |
Showing 1 to 15 of 76 holdings