LWM Advisory Services, LLC
- SEC CIK
- 0001697716
- Latest filing
- Aug 3, 2026
Holdings in Q4 2021
Holdings as of Dec 31, 2021, filed Feb 18, 2022. Long positions only.
- Positions
- 106
- No filing for Q3 2021
- Portfolio value
- $80.6M
- No filing for Q3 2021
LWM Advisory Services, LLC did not file a 13F for Q3 2021, so these holdings cannot be compared with the previous quarter and changes are not shown.
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| AAPLApple Inc. | Stock | 46,059 | $8.18M | 10.1% | – | – | History |
| SPYSPDR S&P 500 ETF Trust | ETF | 11,508 | $5.47M | 6.8% | – | – | History |
| MSFTMicrosoft Corp | Stock | 13,753 | $4.63M | 5.7% | – | – | History |
| AMZNAmazon Com Inc | Stock | 1,258 | $4.20M | 5.2% | – | – | History |
| GOOGAlphabet Inc. | Stock | 738 | $2.13M | 2.6% | – | – | History |
| BRK.BBerkshire Hathaway Inc | Stock | 6,958 | $2.08M | 2.6% | – | – | History |
| HDHome Depot, Inc. | Stock | 4,002 | $1.66M | 2.1% | – | – | History |
| NVDANVIDIA Corp | Stock | 5,053 | $1.49M | 1.8% | – | – | History |
| METAMeta Platforms, Inc. | Stock | 4,411 | $1.48M | 1.8% | – | – | History |
| iShares Tr46434V803 | HDG MSCI EAFE | 38,911 | $1.38M | 1.7% | – | – | – |
| NEENextera Energy Inc | Stock | 13,598 | $1.27M | 1.6% | – | – | History |
| GOOGLAlphabet Inc. | Stock | 433 | $1.25M | 1.6% | – | – | History |
| Invesco Exchange Traded FD T46137V456 | S&P MDCP VLU MNT | 24,659 | $1.21M | 1.5% | – | – | – |
| First Tr Exchange-Traded FD33739Q507 | SSI STRG ETF | 26,277 | $1.09M | 1.3% | – | – | – |
| iShares Tr464287689 | RUSSELL 3000 ETF | 3,741 | $1.04M | 1.3% | – | – | – |
| Invesco Exch TRD SLF Idx FD46138J593 | RUSL 2000 DYNM | 24,477 | $1.03M | 1.3% | – | – | – |
| VVisa Inc. | Stock | 4,662 | $1.01M | 1.3% | – | – | History |
| JPMJPMorgan Chase & Co | Stock | 6,173 | $978.0K | 1.2% | – | – | History |
| WFCWells Fargo & Company | Stock | 17,586 | $844.0K | 1.0% | – | – | History |
| Invesco QQQ Trust Series I46090E103 | ETF | 2,112 | $840.0K | 1.0% | – | – | – |
| UNHUnitedHealth Group Inc | Stock | 1,671 | $839.0K | 1.0% | – | – | History |
| SPGIS&P Global Inc. | Stock | 1,774 | $837.0K | 1.0% | – | – | History |
| VRSKVerisk Analytics, Inc. | COM | 3,647 | $834.0K | 1.0% | – | – | History |
| TSLATesla, Inc. | Stock | 788 | $833.0K | 1.0% | – | – | History |
| PIMCO Active Bond Exchange-Traded Fund72201R775 | ETF | 7,553 | $826.0K | 1.0% | – | – | – |
| ZTSZoetis Inc. | Stock | 3,371 | $823.0K | 1.0% | – | – | History |
| BXBlackstone Inc. | COM | 6,173 | $799.0K | 1.0% | – | – | History |
| WCNWaste Connections, Inc. | COM | 5,798 | $791.0K | 1.0% | – | – | History |
| CRMSalesforce, Inc. | Stock | 3,069 | $780.0K | 1.0% | – | – | History |
| TMUST-Mobile US, Inc. | Stock | 6,643 | $770.0K | 1.0% | – | – | History |
| AMTAmerican Tower Corp | REIT | 2,546 | $745.0K | 0.9% | – | – | History |
| BLKBlackRock, Inc. | COM | 803 | $735.0K | 0.9% | – | – | History |
| iShares Tr46435U861 | CORE DIVID ETF | 16,540 | $707.0K | 0.9% | – | – | – |
| TMOThermo Fisher Scientific Inc. | Stock | 1,048 | $699.0K | 0.9% | – | – | History |
| IFFInternational Flavors & Fragrances Inc | COM | 4,582 | $690.0K | 0.9% | – | – | History |
| ICEIntercontinental Exchange, Inc. | Stock | 4,990 | $682.0K | 0.8% | – | – | History |
| TJXTJX Companies Inc | Stock | 7,977 | $606.0K | 0.8% | – | – | History |
| Invesco Exchange Traded FD T46137V480 | S&P SMCP VLU MNT | 10,902 | $588.0K | 0.7% | – | – | – |
| MAMastercard Inc | Stock | 1,620 | $582.0K | 0.7% | – | – | History |
| State Street SPDR Portfolio Developed World Ex-US ETF78463X889 | ETF | 15,776 | $576.0K | 0.7% | – | – | – |
| ADBEAdobe Inc. | Stock | 954 | $541.0K | 0.7% | – | – | History |
| State Street SPDR Portfolio S&P 500 Growth ETF78464A409 | ETF | 7,464 | $541.0K | 0.7% | – | – | – |
| BACBank of America Corp | Stock | 11,797 | $525.0K | 0.7% | – | – | History |
| ADSKAutodesk, Inc. | COM | 1,831 | $515.0K | 0.6% | – | – | History |
| LNGCheniere Energy, Inc. | COM NEW | 4,968 | $504.0K | 0.6% | – | – | History |
| iShares Russell 2000 ETF464287655 | ETF | 2,255 | $502.0K | 0.6% | – | – | – |
| PGProcter & Gamble Co | Stock | 3,006 | $492.0K | 0.6% | – | – | History |
| PFEPfizer Inc | Stock | 8,195 | $484.0K | 0.6% | – | – | History |
| Vanguard S&P 500 ETF922908363 | ETF | 1,079 | $471.0K | 0.6% | – | – | – |
| BIPCBrookfield Infrastructure Corp | COM SB VTG SHS A | 6,815 | $466.0K | 0.6% | – | – | History |
| MDTMedtronic plc | Stock | 4,320 | $447.0K | 0.6% | – | – | History |
| iShares Russell Midcap ETF464287499 | ETF | 5,337 | $443.0K | 0.5% | – | – | – |
| Vanguard Malvern FDS922020805 | STRM INFPROIDX | 8,554 | $440.0K | 0.5% | – | – | – |
| UBERUber Technologies, Inc | Stock | 10,448 | $438.0K | 0.5% | – | – | History |
| iShares Tr464288182 | MSCI AC ASIA ETF | 5,191 | $429.0K | 0.5% | – | – | – |
| AZNAstraZeneca PLC | SPONSORED ADR | 7,296 | $425.0K | 0.5% | – | – | History |
| iShares S&P Mid-Cap 400 Value ETF464287705 | ETF | 3,805 | $421.0K | 0.5% | – | – | – |
| iShares Tr464288646 | ISHS 1-5YR INVS | 7,791 | $420.0K | 0.5% | – | – | – |
| COSTCostco Wholesale Corp | Stock | 736 | $418.0K | 0.5% | – | – | History |
| First Tr Exchange-Traded FD33734H106 | SHS | 9,704 | $418.0K | 0.5% | – | – | – |
| BSXBoston Scientific Corp | Stock | 9,646 | $410.0K | 0.5% | – | – | History |
| JNJJohnson & Johnson | Stock | 2,284 | $391.0K | 0.5% | – | – | History |
| iShares Russell 1000 Value ETF464287598 | ETF | 2,304 | $387.0K | 0.5% | – | – | – |
| CVXChevron Corp | Stock | 3,240 | $380.0K | 0.5% | – | – | History |
| WisdomTree Tr97717W562 | US SMALLCAP FUND | 7,337 | $377.0K | 0.5% | – | – | – |
| CCICrown Castle Inc. | REIT | 1,773 | $370.0K | 0.5% | – | – | History |
| AMDAdvanced Micro Devices Inc | Stock | 2,530 | $364.0K | 0.5% | – | – | History |
| PEPPepsiCo Inc | Stock | 2,092 | $363.0K | 0.5% | – | – | History |
| RUNSunrun Inc. | COM | 10,575 | $363.0K | 0.5% | – | – | History |
| DECKDeckers Outdoor Corp | COM | 944 | $346.0K | 0.4% | – | – | History |
| ITWIllinois Tool Works Inc | Stock | 1,397 | $345.0K | 0.4% | – | – | History |
| SCIService Corp International | COM | 4,822 | $342.0K | 0.4% | – | – | History |
| ELVElevance Health, Inc. | Stock | 707 | $328.0K | 0.4% | – | – | History |
| MCOMoodys Corp | Stock | 837 | $327.0K | 0.4% | – | – | History |
| CSXCSX Corp | Stock | 8,666 | $326.0K | 0.4% | – | – | History |
| DHRDanaher Corp | Stock | 987 | $325.0K | 0.4% | – | – | History |
| MCDMcDonalds Corp | Stock | 1,205 | $323.0K | 0.4% | – | – | History |
| HCAHCA Healthcare, Inc. | COM | 1,234 | $317.0K | 0.4% | – | – | History |
| APDAir Products & Chemicals, Inc. | Stock | 1,001 | $305.0K | 0.4% | – | – | History |
| PMPhilip Morris International Inc. | Stock | 3,101 | $295.0K | 0.4% | – | – | History |
| HPEHewlett Packard Enterprise Co | COM | 18,721 | $295.0K | 0.4% | – | – | History |
| Vanguard Total Bond Market ETF921937835 | ETF | 3,395 | $288.0K | 0.4% | – | – | – |
| CMCSAComcast Corp | Stock | 5,616 | $283.0K | 0.4% | – | – | History |
| State Street Financial Select Sector SPDR ETF81369Y605 | ETF | 6,963 | $272.0K | 0.3% | – | – | – |
| iShares Tips Bond ETF464287176 | ETF | 2,060 | $266.0K | 0.3% | – | – | – |
| VZVerizon Communications Inc | Stock | 5,092 | $265.0K | 0.3% | – | – | History |
| WMTWalmart Inc. | Stock | 1,813 | $262.0K | 0.3% | – | – | History |
| iShares Tr464288588 | MBS ETF | 2,401 | $258.0K | 0.3% | – | – | – |
| EWEdwards Lifesciences Corp | Stock | 1,986 | $257.0K | 0.3% | – | – | History |
| MPCMarathon Petroleum Corp | Stock | 3,978 | $255.0K | 0.3% | – | – | History |
| DISWalt Disney Co | Stock | 1,629 | $252.0K | 0.3% | – | – | History |
| TGTTarget Corp | Stock | 1,042 | $241.0K | 0.3% | – | – | History |
| Vanguard Morningstar Total Stock Market ETF922908769 | ETF | 984 | $238.0K | 0.3% | – | – | – |
| iShares Inc464286426 | MSCI EM ASIA ETF | 2,907 | $238.0K | 0.3% | – | – | – |
| State Street SPDR Portfolio Intermediate Term Corporate Bond ETF78464A375 | ETF | 6,532 | $236.0K | 0.3% | – | – | – |
| ACNAccenture plc | Stock | 570 | $236.0K | 0.3% | – | – | History |
| CSCOCisco Systems, Inc. | Stock | 3,719 | $236.0K | 0.3% | – | – | History |
| MRKMerck & Co., Inc. | Stock | 2,980 | $228.0K | 0.3% | – | – | History |
| CTASCintas Corp | Stock | 513 | $227.0K | 0.3% | – | – | History |
| SBUXStarbucks Corp | Stock | 1,930 | $226.0K | 0.3% | – | – | History |