Value | Shares | ↓ Weighting | ||||||
---|---|---|---|---|---|---|---|---|
No holdings reported for quarter Q4 2017 |
Top long-term holdings
Name | Quarters owned | Latest quarter owned | Max weighting |
---|---|---|---|
APPLE INC | 11 | Q2 2024 | 10.3% |
SPDR S&P 500 ETF TR | 11 | Q2 2024 | 9.6% |
MICROSOFT CORP | 11 | Q2 2024 | 5.7% |
BERKSHIRE HATHAWAY INC DEL | 11 | Q2 2024 | 3.4% |
AMAZON COM INC | 11 | Q2 2024 | 5.4% |
ALPHABET INC | 11 | Q2 2024 | 2.6% |
NEXTERA ENERGY INC | 11 | Q2 2024 | 2.0% |
NVIDIA CORPORATION | 11 | Q2 2024 | 1.8% |
INVESCO QQQ TR | 11 | Q2 2024 | 2.2% |
JPMORGAN CHASE & CO. | 11 | Q2 2024 | 1.2% |
View LWM Advisory Services, LLC's complete holdings history.
Latest filings
Type | Filed |
---|---|
N-PX | 2024-08-27 |
13F-HR | 2024-08-08 |
13F-HR | 2024-05-09 |
13F-HR | 2024-02-05 |
13F-HR | 2023-11-02 |
13F-HR | 2023-08-07 |
13F-HR | 2023-05-03 |
13F-HR | 2023-02-07 |
13F-HR | 2022-11-16 |
13F-HR | 2022-08-15 |
View LWM Advisory Services, LLC's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.