LWM Advisory Services, LLC

13F Filings History

Latest 13F report
Q3 2024 - Nov 13, 2024
Value $
$135M
Signature - Title
T. Gregory Reymann II - CCO
Location
Plantation, FL
Summary
This page shows a list of all the recent 13F filings made by LWM Advisory Services, LLC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. LWM Advisory Services, LLC reported 93 stock holdings with total value $135M as of Q3 2024. Top holdings included SPY, EELV, COWZ, AAPL, and PAVE.
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q3 2024 93 $135M +$24.9M -$15.2M +$9.64M SPY, EELV, COWZ, AAPL, PAVE 13F-HR 11/13/2024, 01:12 PM
Q2 2024 80 $117M +$6.83M -$10.9M -$4.07M SPY, OMFL, EELV, COWZ, PAVE 13F-HR 8/8/2024, 01:35 PM
Q1 2024 89 $116M +$19.7M -$23.8M -$4.06M OMFL, SPY, COWZ, PAVE, JMUB 13F-HR 5/9/2024, 11:15 AM
Q4 2023 80 $114M +$22.3M -$10.4M +$11.8M OMFL, SPY, EELV, AAPL, JMUB 13F-HR 2/5/2024, 02:32 PM
Q3 2023 146 $93.3M +$11.1M -$8.75M +$2.37M OMFL, EELV, JMUB, AAPL, SPY 13F-HR 11/2/2023, 04:48 PM
Q2 2023 77 $94.7M +$8.05M -$12.4M -$4.33M OMFL, EELV, JMUB, AAPL, SPY 13F-HR 8/7/2023, 04:46 PM
Q1 2023 78 $93.6M +$21.4M -$21.6M -$217K OMFL, EELV, JMUB, AAPL, DGRW 13F-HR 5/2/2023, 07:53 PM
Q4 2022 80 $90.5M +$33.7M -$35.1M -$1.39M EELV, JMUB, RLY, DGRW, FDL 13F-HR 2/7/2023, 09:29 AM
Q3 2022 116 $88.3M +$14.7M -$3.88M +$10.9M AAPL, EELV, SPY, MSFT, AMZN 13F-HR 11/16/2022, 09:53 AM
Q2 2022 106 $83.4M +$27.4M -$9.38M +$18M AAPL, EELV, SPY, MSFT, AMZN 13F-HR 8/15/2022, 09:52 AM
Q1 2022 110 $80.5M +$10.4M -$6.85M +$3.55M AAPL, SPY, MSFT, AMZN, BRKB 13F-HR 5/9/2022, 05:23 PM
Q4 2021 106 $80.6M $0 $0 AAPL, SPY, MSFT, AMZN, GOOG 13F-HR 2/18/2022, 03:58 PM