$93.6 Million is the total value of LWM Advisory Services, LLC's 78 reported holdings in Q1 2023. The portfolio turnover from Q4 2022 to Q1 2023 was 100.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| XMVM | Exit | INVESCO EXCHANGE TRADED FD Ts&p mdcp vlu mnt | $0 | – | -4,648 | -100.0% | -0.23% | – |
| SIRI | Exit | SIRIUS XM HOLDINGS INC | $0 | – | -36,136 | -100.0% | -0.23% | – |
| GIS | Exit | GENERAL MLS INC | $0 | – | -2,700 | -100.0% | -0.24% | – |
| PFE | Exit | PFIZER INC | $0 | – | -5,040 | -100.0% | -0.28% | – |
| BA | Exit | BOEING CO | $0 | – | -1,366 | -100.0% | -0.29% | – |
| SBCF | Exit | SEACOAST BKG CORP FLA | $0 | – | -10,341 | -100.0% | -0.36% | – |
| AZN | Exit | ASTRAZENECA PLCsponsored adr | $0 | – | -4,822 | -100.0% | -0.36% | – |
| Exit | LITMAN GREGORY FDS TRimgp dbi managed | $0 | – | -23,788 | -100.0% | -0.76% | – | |
| SPMO | Exit | INVESCO EXCH TRADED FD TR IIs&p 500 momntm | $0 | – | -65,248 | -100.0% | -4.10% | – |
| SPIB | Exit | SPDR SER TRportfolio intrmd | $0 | – | -149,577 | -100.0% | -5.26% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2023-05-03
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| APPLE INC | 8 | Q3 2023 | 10.3% |
| SPDR S&P 500 ETF TR | 8 | Q3 2023 | 7.1% |
| MICROSOFT CORP | 8 | Q3 2023 | 5.7% |
| AMAZON COM INC | 8 | Q3 2023 | 5.4% |
| BERKSHIRE HATHAWAY INC DEL | 8 | Q3 2023 | 3.4% |
| ISHARES TR | 8 | Q3 2023 | 2.1% |
| NEXTERA ENERGY INC | 8 | Q3 2023 | 2.0% |
| ALPHABET INC | 8 | Q3 2023 | 2.6% |
| JPMORGAN CHASE & CO | 8 | Q3 2023 | 1.2% |
| NVIDIA CORPORATION | 8 | Q3 2023 | 1.8% |
View LWM Advisory Services, LLC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 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 |
| 13F-HR | 2022-05-09 |
| 13F-HR | 2022-02-18 |
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.