$93.3 Million is the total value of LWM Advisory Services, LLC's 146 reported holdings in Q3 2023. The portfolio turnover from Q2 2023 to Q3 2023 was 100.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| CHD | Exit | CHURCH & DWIGHT CO INC | $0 | – | -2,000 | -100.0% | -0.21% | – |
| Exit | QUIDELORTHO CORP | $0 | – | -2,548 | -100.0% | -0.22% | – | |
| CLX | Exit | CLOROX CO DEL | $0 | – | -1,500 | -100.0% | -0.25% | – |
| DGRW | Exit | WISDOMTREE TRus qtly div grt | $0 | – | -4,509 | -100.0% | -0.32% | – |
| XSD | Exit | SPDR SER TRs&p semicndctr | $0 | – | -1,801 | -100.0% | -0.42% | – |
| FDL | Exit | FIRST TR MORNINGSTAR DIVID L | $0 | – | -22,748 | -100.0% | -0.82% | – |
| BOND | Exit | PIMCO ETF TRactive bd etf | $0 | – | -24,962 | -100.0% | -2.42% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2023-11-02
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.