13F Holdings Screener
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150 of
86,839 results.
| CIK | Fund Name | Issuer Name | CUSIP | Ticker | Value ($) | Shares | Avg Price | Reporting Date | Filing Date |
|---|---|---|---|---|---|---|---|---|---|
| 0001697716 | LWM Advisory Services, LLC | SPDR S&P 500 ETF TR | 78462F103 | SPY | 29,554,297.00 | 44,363.00 | 666.19 | 2025-09-30 | 2025-11-25 |
| 0001697716 | LWM Advisory Services, LLC | SPDR INDEX SHS FDS | 78463X889 | 1,008,544.00 | 23,569.00 | 42.79 | 2025-09-30 | 2025-11-25 | |
| 0001697716 | LWM Advisory Services, LLC | SPDR DOW JONES INDL AVERAGE | 78467X109 | 581,131.00 | 1,253.00 | 463.79 | 2025-09-30 | 2025-11-25 | |
| 0001697716 | LWM Advisory Services, LLC | SERVICE CORP INTL | 817565104 | SCI | 442,729.00 | 5,320.00 | 83.22 | 2025-09-30 | 2025-11-25 |
| 0001697716 | LWM Advisory Services, LLC | SELECT SECTOR SPDR TR | 81369Y803 | 2,570,672.00 | 9,120.00 | 281.87 | 2025-09-30 | 2025-11-25 | |
| 0001697716 | LWM Advisory Services, LLC | S&P GLOBAL INC | 78409V104 | SPGI | 528,904.00 | 1,088.00 | 486.12 | 2025-09-30 | 2025-11-25 |
| 0001697716 | LWM Advisory Services, LLC | QUANTA SVCS INC | 74762E102 | PWR | 232,439.00 | 546.00 | 425.71 | 2025-09-30 | 2025-11-25 |
| 0001697716 | LWM Advisory Services, LLC | QUALCOMM INC | 747525103 | QCOM | 230,262.00 | 1,383.00 | 166.49 | 2025-09-30 | 2025-11-25 |
| 0001697716 | LWM Advisory Services, LLC | PROCTER AND GAMBLE CO | 742718109 | PG | 430,464.00 | 2,806.00 | 153.41 | 2025-09-30 | 2025-11-25 |
| 0001697716 | LWM Advisory Services, LLC | PAMPA ENERGIA S A | 697660207 | 262,642.00 | 4,373.00 | 60.06 | 2025-09-30 | 2025-11-25 | |
| 0001697716 | LWM Advisory Services, LLC | NVIDIA CORPORATION | 67066G104 | NVDA | 4,901,694.00 | 26,296.00 | 186.40 | 2025-09-30 | 2025-11-25 |
| 0001697716 | LWM Advisory Services, LLC | NU HLDGS LTD | G6683N103 | NU | 657,690.00 | 41,080.00 | 16.01 | 2025-09-30 | 2025-11-25 |
| 0001697716 | LWM Advisory Services, LLC | NEXTERA ENERGY INC | 65339F101 | 1,202,895.00 | 15,925.00 | 75.54 | 2025-09-30 | 2025-11-25 | |
| 0001697716 | LWM Advisory Services, LLC | NETFLIX INC | 64110L106 | NFLX | 333,382.00 | 280.00 | 1,190.65 | 2025-09-30 | 2025-11-25 |
| 0001697716 | LWM Advisory Services, LLC | NASDAQ INC | 631103108 | NDAQ | 413,590.00 | 4,676.00 | 88.45 | 2025-09-30 | 2025-11-25 |
| 0001697716 | LWM Advisory Services, LLC | MILLICOM INTL CELLULAR S A | L6388F110 | TIGO | 516,369.00 | 10,638.00 | 48.54 | 2025-09-30 | 2025-11-25 |
| 0001697716 | LWM Advisory Services, LLC | MICROSOFT CORP | 594918104 | MSFT | 4,727,519.00 | 9,103.00 | 519.34 | 2025-09-30 | 2025-11-25 |
| 0001697716 | LWM Advisory Services, LLC | META PLATFORMS INC | 30303M102 | META | 698,497.00 | 956.00 | 730.65 | 2025-09-30 | 2025-11-25 |
| 0001697716 | LWM Advisory Services, LLC | MERCADOLIBRE INC | 58733R102 | MELI | 401,952.00 | 172.00 | 2,336.93 | 2025-09-30 | 2025-11-25 |
| 0001697716 | LWM Advisory Services, LLC | MCDONALDS CORP | 580135101 | MCD | 484,622.00 | 1,600.00 | 302.89 | 2025-09-30 | 2025-11-25 |
| 0001697716 | LWM Advisory Services, LLC | MASTERCARD INCORPORATED | 57636Q104 | MA | 543,784.00 | 944.00 | 576.04 | 2025-09-30 | 2025-11-25 |
| 0001697716 | LWM Advisory Services, LLC | JPMORGAN CHASE & CO. | 46625H100 | JPM | 1,700,546.00 | 5,405.00 | 314.62 | 2025-09-30 | 2025-11-25 |
| 0001697716 | LWM Advisory Services, LLC | J P MORGAN EXCHANGE TRADED F | 46654Q559 | 12,679,731.00 | 252,509.00 | 50.21 | 2025-09-30 | 2025-11-25 | |
| 0001697716 | LWM Advisory Services, LLC | J P MORGAN EXCHANGE TRADED F | 46641Q886 | 1,680,980.00 | 15,500.00 | 108.45 | 2025-09-30 | 2025-11-25 | |
| 0001697716 | LWM Advisory Services, LLC | J P MORGAN EXCHANGE TRADED F | 46641Q845 | 1,126,029.00 | 22,606.00 | 49.81 | 2025-09-30 | 2025-11-25 | |
| 0001697716 | LWM Advisory Services, LLC | J P MORGAN EXCHANGE TRADED F | 46641Q647 | 6,605,362.00 | 130,877.00 | 50.47 | 2025-09-30 | 2025-11-25 | |
| 0001697716 | LWM Advisory Services, LLC | ISHARES TR | 46436E718 | 253,964.00 | 2,522.00 | 100.70 | 2025-09-30 | 2025-11-25 | |
| 0001697716 | LWM Advisory Services, LLC | ISHARES TR | 46434V787 | 2,940,288.00 | 128,284.00 | 22.92 | 2025-09-30 | 2025-11-25 | |
| 0001697716 | LWM Advisory Services, LLC | ISHARES TR | 46434V290 | 1,498,928.00 | 20,160.00 | 74.35 | 2025-09-30 | 2025-11-25 | |
| 0001697716 | LWM Advisory Services, LLC | ISHARES TR | 46429B747 | 559,584.00 | 5,414.00 | 103.36 | 2025-09-30 | 2025-11-25 | |
| 0001697716 | LWM Advisory Services, LLC | ISHARES TR | 464287689 | 1,152,034.00 | 3,040.00 | 378.96 | 2025-09-30 | 2025-11-25 | |
| 0001697716 | LWM Advisory Services, LLC | ISHARES TR | 464287622 | 811,000.00 | 2,219.00 | 365.48 | 2025-09-30 | 2025-11-25 | |
| 0001697716 | LWM Advisory Services, LLC | ISHARES TR | 464287598 | 1,189,566.00 | 5,843.00 | 203.59 | 2025-09-30 | 2025-11-25 | |
| 0001697716 | LWM Advisory Services, LLC | ISHARES TR | 464287572 | 2,776,066.00 | 23,132.00 | 120.01 | 2025-09-30 | 2025-11-25 | |
| 0001697716 | LWM Advisory Services, LLC | ISHARES TR | 464287481 | 1,710,481.00 | 12,011.00 | 142.41 | 2025-09-30 | 2025-11-25 | |
| 0001697716 | LWM Advisory Services, LLC | ISHARES INC | 464286392 | 588,618.00 | 3,242.00 | 181.56 | 2025-09-30 | 2025-11-25 | |
| 0001697716 | LWM Advisory Services, LLC | ISHARES BITCOIN TRUST ETF | 46438F101 | IBIT | 966,875.00 | 14,875.00 | 65.00 | 2025-09-30 | 2025-11-25 |
| 0001697716 | LWM Advisory Services, LLC | INVESCO QQQ TR | 46090E103 | QQQ | 3,046,452.00 | 5,074.00 | 600.40 | 2025-09-30 | 2025-11-25 |
| 0001697716 | LWM Advisory Services, LLC | INVESCO EXCHANGE TRADED FD T | 46137V233 | 2,460,602.00 | 42,778.00 | 57.52 | 2025-09-30 | 2025-11-25 | |
| 0001697716 | LWM Advisory Services, LLC | INVESCO EXCH TRADED FD TR II | 46138E339 | 4,519,523.00 | 37,333.00 | 121.06 | 2025-09-30 | 2025-11-25 | |
| 0001697716 | LWM Advisory Services, LLC | INVESCO EXCH TRADED FD TR II | 46138E297 | 9,845,959.00 | 369,913.00 | 26.62 | 2025-09-30 | 2025-11-25 | |
| 0001697716 | LWM Advisory Services, LLC | INVESCO EXCH TRADED FD TR II | 46138G698 | 1,326,075.00 | 11,983.00 | 110.66 | 2025-09-30 | 2025-11-25 | |
| 0001697716 | LWM Advisory Services, LLC | INVESCO EXCH TRADED FD TR II | 46138G649 | 2,616,165.00 | 10,587.00 | 247.11 | 2025-09-30 | 2025-11-25 | |
| 0001697716 | LWM Advisory Services, LLC | INTERNATIONAL BUSINESS MACHS | 459200101 | IBM | 608,504.00 | 2,152.00 | 282.76 | 2025-09-30 | 2025-11-25 |
| 0001697716 | LWM Advisory Services, LLC | HOME DEPOT INC | 437076102 | HD | 509,047.00 | 1,275.00 | 399.25 | 2025-09-30 | 2025-11-25 |
| 0001697716 | LWM Advisory Services, LLC | GLOBAL X FDS | 37954Y673 | 613,360.00 | 12,878.00 | 47.63 | 2025-09-30 | 2025-11-25 | |
| 0001697716 | LWM Advisory Services, LLC | FIRSTENERGY CORP | 337932107 | FE | 537,095.00 | 11,717.00 | 45.84 | 2025-09-30 | 2025-11-25 |
| 0001697716 | LWM Advisory Services, LLC | FIRST TR EXCHANGE-TRADED FD | 33734H106 | FVD | 594,604.00 | 12,859.00 | 46.24 | 2025-09-30 | 2025-11-25 |
| 0001697716 | LWM Advisory Services, LLC | FACTSET RESH SYS INC | 303075105 | FDS | 1,145,960.00 | 4,000.00 | 286.49 | 2025-09-30 | 2025-11-25 |
| 0001697716 | LWM Advisory Services, LLC | ELI LILLY & CO | 532457108 | LLY | 1,215,943.00 | 1,589.00 | 765.23 | 2025-09-30 | 2025-11-25 |