LWM Advisory Services, LLC Portfolio Holdings
Q3 2025•92 long positions•$158.9M portfolio value
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Holding97 | Sector | Position↕ | Traded↕ | Ownership↕ | Shares Δ↕ | Shares Δ % | Market Cap↕ | Owned Since↕ |
|---|---|---|---|---|---|---|---|---|
ETF ETF | $29.6M 18.6% | +$15.7M Bought | — 44.4K shares | 20.8K → 44.4K +$15.7M | +113.39% | — — | Q4 2021 Held for 3y 11m | |
Unknown Unknown | $12.3M 7.77% | -$7.5M Sold | — 161.5K shares | 259.2K → 161.5K −$7.5M | -37.7% | — — | Q3 2024 Held for 1y 2m | |
ETF ETF | $9.8M 6.2% | -$628.6K Sold | — 369.9K shares | 393.5K → 369.9K −$628.6K | -6.0% | — — | Q1 2022 Held for 3y 8m | |
Consumer Electronics Technology | $7.6M 4.81% | +$231.3K Bought | 0.0% 30.0K shares | 29.1K → 30.0K +$231.3K | +3.12% | $3.78T Mega Cap | Q4 2021 Held for 3y 11m | |
ETF ETF | $6.6M 4.16% | -$409.1K Sold | — 130.9K shares | 139.0K → 130.9K −$409.1K | -5.83% | — — | Q4 2022 Held for 2y 11m | |
Insurance - Diversified Financial Services | $5.1M 3.23% | +$122.1K Bought | 0.0% 10.2K shares | 10.0K → 10.2K +$122.1K | +2.44% | $1.08T Mega Cap | Q4 2021 Held for 3y 11m | |
ETF ETF | $5.1M 3.23% | +$909.5K Bought | — 102.1K shares | 84.0K → 102.1K +$909.5K | +21.55% | — — | Q4 2024 Held for 11 months | |
Semiconductors Technology | $4.9M 3.09% | +$56.3K Bought | 0.0% 26.3K shares | 26.0K → 26.3K +$56.3K | +1.16% | $4.54T Mega Cap | Q4 2021 Held for 3y 11m | |
Software - Infrastructure Technology | $4.7M 2.98% | +$34.8K Bought | 0.0% 9.1K shares | 9.0K → 9.1K +$34.8K | +0.74% | $3.85T Mega Cap | Q4 2021 Held for 3y 11m | |
ETF ETF | $4.5M 2.84% | -$185.1K Sold | — 37.3K shares | 38.9K → 37.3K −$185.1K | -3.93% | — — | Q2 2024 Held for 1y 5m | |
Specialty Retail Consumer Cyclical | $3.6M 2.25% | -$52.9K Sold | 0.0% 16.3K shares | 16.6K → 16.3K −$52.9K | -1.46% | $2.34T Mega Cap | Q4 2021 Held for 3y 11m | |
ETF ETF | $3.0M 1.92% | +$52.2K Bought | — 5.1K shares | 5.0K → 5.1K +$52.2K | +1.74% | — — | Q4 2021 Held for 3y 11m | |
ETF ETF | $2.9M 1.85% | -$207.6K Sold | — 128.3K shares | 137.3K → 128.3K −$207.6K | -6.6% | — — | Q3 2023 Held for 2y 2m | |
ETF ETF | $2.8M 1.75% | +$132.3K Bought | — 23.1K shares | 22.0K → 23.1K +$132.3K | +5.0% | — — | Q3 2023 Held for 2y 2m | |
ETF ETF | $2.6M 1.65% | +$52.4K Bought | — 10.6K shares | 10.4K → 10.6K +$52.4K | +2.04% | — — | Q3 2023 Held for 2y 2m | |
ETF ETF | $2.6M 1.62% | +$1.8M Bought | — 9.1K shares | 2.7K → 9.1K +$1.8M | +241.06% | — — | Q3 2023 Held for 2y 2m | |
ETF ETF | $2.5M 1.55% | +$441.4K Bought | — 42.8K shares | 35.1K → 42.8K +$441.4K | +21.86% | — — | Q4 2023 Held for 1y 11m | |
Internet Content & Information Communication Services | $2.0M 1.23% | -$21.7K Sold | 0.0% 8.0K shares | 8.1K → 8.0K −$21.7K | -1.09% | $2.95T Mega Cap | Q4 2021 Held for 3y 11m | |
ETF ETF | $1.7M 1.08% | +$1.7M New | — 12.0K shares | 0 → 12.0K +$1.7M | New | — — | Q3 2025 Held for 2 months | |
Banks - Diversified Financial Services | $1.7M 1.07% | +$42.8K Bought | 0.0% 5.4K shares | 5.3K → 5.4K +$42.8K | +2.58% | $867.35B Mega Cap | Q4 2021 Held for 3y 11m | |
ETF ETF | $1.7M 1.06% | +$45.9K Bought | — 15.5K shares | 15.1K → 15.5K +$45.9K | +2.81% | — — | Q4 2022 Held for 2y 11m | |
ETF ETF | $1.5M 0.943% | +$24.1K Bought | — 20.2K shares | 19.8K → 20.2K +$24.1K | +1.63% | — — | Q1 2024 Held for 1y 8m | |
ETF ETF | $1.5M 0.932% | +$47.0K Bought | — 14.2K shares | 13.7K → 14.2K +$47.0K | +3.28% | — — | Q4 2021 Held for 3y 11m | |
ETF ETF | $1.3M 0.835% | +$1.3M New | — 12.0K shares | 0 → 12.0K +$1.3M | New | — — | Q3 2025 Held for 2 months | |
Drug Manufacturers - General Healthcare | $1.2M 0.765% | -$83.4K Sold | 0.0% 1.6K shares | 1.7K → 1.6K −$83.4K | -6.42% | $684.00B Mega Cap | Q1 2022 Held for 3y 8m | |
Regulated Electric Utilities | $1.2M 0.757% | -$58.0K Sold | 0.001% 15.9K shares | 16.7K → 15.9K −$58.0K | -4.6% | $155.46B Large Cap | Q4 2021 Held for 3y 11m | |
ETF ETF | $1.2M 0.749% | +$117.9K Bought | — 5.8K shares | 5.3K → 5.8K +$117.9K | +11.0% | — — | Q2 2025 Held for 5 months | |
ETF ETF | $1.2M 0.73% | +$1.2M New | — 20.2K shares | 0 → 20.2K +$1.2M | New | — — | Q3 2025 Held for 2 months | |
ETF ETF | $1.2M 0.725% | — | — 3.0K shares | — | — | — — | Q4 2021 Held for 3y 11m | |
Financial - Data & Stock Exchanges Financial Services | $1.1M 0.721% | — | 0.011% 4.0K shares | — | — | $10.8B Large Cap | Q2 2022 Held for 3y 5m | |
ETF ETF | $1.1M 0.709% | +$31.6K Bought | — 22.6K shares | 22.0K → 22.6K +$31.6K | +2.89% | — — | Q4 2022 Held for 2y 11m | |
Internet Content & Information Communication Services | $1.1M 0.685% | +$34.7K Bought | 0.0% 4.4K shares | 4.3K → 4.4K +$34.7K | +3.29% | $2.95T Mega Cap | Q4 2021 Held for 3y 11m | |
Asset Management Financial Services | $1.0M 0.645% | +$3.5K Bought | 0.001% 879.0 shares | 876.0 → 879.0 +$3.5K | +0.34% | $180.54B Large Cap | Q4 2021 Held for 3y 11m | |
ETF ETF | $1.0M 0.635% | +$4.1K Bought | — 23.6K shares | 23.5K → 23.6K +$4.1K | +0.41% | — — | Q4 2021 Held for 3y 11m | |
ETF ETF | $966.9K 0.609% | — | — 14.9K shares | — | — | — — | Q2 2024 Held for 1y 5m | |
ETF ETF | $909.1K 0.572% | +$909.1K New | — 52.2K shares | 0 → 52.2K +$909.1K | New | — — | Q3 2025 Held for 2 months | |
ETF ETF | $811.0K 0.51% | +$8.8K Bought | — 2.2K shares | 2.2K → 2.2K +$8.8K | +1.09% | — — | Q3 2024 Held for 1y 2m | |
Financial - Credit Services Financial Services | $787.9K 0.496% | -$6.2K Sold | 0.0% 2.3K shares | 2.3K → 2.3K −$6.2K | -0.78% | $662.60B Mega Cap | Q4 2021 Held for 3y 11m | |
Internet Content & Information Communication Services | $698.5K 0.44% | -$10.2K Sold | 0.0% 956.0 shares | 970.0 → 956.0 −$10.2K | -1.44% | $1.84T Mega Cap | Q1 2024 Held for 1y 8m | |
Banks - Diversified Financial Services | $657.7K 0.414% | +$657.7K Bought | 0.001% 41.1K shares | — | — | $77.4B Large Cap | Q3 2022 Held for 3y 2m | |
ETF ETF | $613.4K 0.386% | -$1.7K Sold | — 12.9K shares | 12.9K → 12.9K −$1.7K | -0.27% | — — | Q4 2022 Held for 2y 11m | |
Information Technology Services Technology | $608.5K 0.383% | -$5.9K Sold | 0.0% 2.2K shares | 2.2K → 2.2K −$5.9K | -0.97% | $262.84B Mega Cap | Q4 2021 Held for 3y 11m | |
ETF ETF | $594.6K 0.374% | — | — 12.9K shares | — | — | — — | Q4 2021 Held for 3y 11m | |
ETF ETF | $588.6K 0.37% | — | — 3.2K shares | — | — | — — | Q4 2023 Held for 1y 11m | |
ETF ETF | $581.1K 0.366% | — | — 1.3K shares | — | — | — — | Q1 2024 Held for 1y 8m | |
Telecommunications Services Communication Services | $574.6K 0.362% | -$76.2K Sold | 0.0% 2.4K shares | 2.8K → 2.4K −$76.2K | -11.7% | $269.40B Mega Cap | Q4 2021 Held for 3y 11m | |
Asset Management Financial Services | $565.2K 0.356% | +$8.7K Bought | 0.0% 3.3K shares | 3.3K → 3.3K +$8.7K | +1.57% | $133.37B Large Cap | Q4 2021 Held for 3y 11m | |
ETF ETF | $559.6K 0.352% | -$10.6K Sold | — 5.4K shares | 5.5K → 5.4K −$10.6K | -1.87% | — — | Q2 2022 Held for 3y 5m | |
Financial - Credit Services Financial Services | $543.8K 0.342% | +$3.5K Bought | 0.0% 944.0 shares | 938.0 → 944.0 +$3.5K | +0.64% | $514.21B Mega Cap | Q4 2021 Held for 3y 11m | |
Regulated Electric Utilities | $537.1K 0.338% | -$16.4K Sold | 0.002% 11.7K shares | 12.1K → 11.7K −$16.4K | -2.96% | $26.5B Large Cap | Q1 2024 Held for 1y 8m |
