13F Holdings Screener
Showing 151 -
200 of
86,839 results.
| CIK | Fund Name | Issuer Name | CUSIP | Ticker | Value ($) | Shares | Avg Price | Reporting Date | Filing Date |
|---|---|---|---|---|---|---|---|---|---|
| 0001697716 | LWM Advisory Services, LLC | EATON CORP PLC | G29183103 | ETN | 443,497.00 | 1,185.00 | 374.26 | 2025-09-30 | 2025-11-25 |
| 0001697716 | LWM Advisory Services, LLC | DRAFTKINGS INC NEW | 26142V105 | DKNG | 371,568.00 | 9,935.00 | 37.40 | 2025-09-30 | 2025-11-25 |
| 0001697716 | LWM Advisory Services, LLC | COSTCO WHSL CORP NEW | 22160K105 | COST | 456,511.00 | 497.00 | 918.53 | 2025-09-30 | 2025-11-25 |
| 0001697716 | LWM Advisory Services, LLC | CINTAS CORP | 172908105 | CTAS | 287,851.00 | 1,446.00 | 199.07 | 2025-09-30 | 2025-11-25 |
| 0001697716 | LWM Advisory Services, LLC | CHUBB LIMITED | H1467J104 | CB | 212,251.00 | 752.00 | 282.25 | 2025-09-30 | 2025-11-25 |
| 0001697716 | LWM Advisory Services, LLC | CHEVRON CORP NEW | 166764100 | CVX | 443,498.00 | 2,857.00 | 155.23 | 2025-09-30 | 2025-11-25 |
| 0001697716 | LWM Advisory Services, LLC | CHENIERE ENERGY INC | 16411R208 | LNG | 420,144.00 | 1,788.00 | 234.98 | 2025-09-30 | 2025-11-25 |
| 0001697716 | LWM Advisory Services, LLC | CANADIAN PACIFIC KANSAS CITY | 13646K108 | CP | 446,500.00 | 5,993.00 | 74.50 | 2025-09-30 | 2025-11-25 |
| 0001697716 | LWM Advisory Services, LLC | BROOKFIELD INFRASTRUCTURE CO | 11276H106 | 293,266.00 | 7,132.00 | 41.12 | 2025-09-30 | 2025-11-25 | |
| 0001697716 | LWM Advisory Services, LLC | BLACKSTONE INC | 09260D107 | BX | 565,182.00 | 3,308.00 | 170.85 | 2025-09-30 | 2025-11-25 |
| 0001697716 | LWM Advisory Services, LLC | BLACKROCK INC | 09290D101 | 1,024,815.00 | 879.00 | 1,165.89 | 2025-09-30 | 2025-11-25 | |
| 0001697716 | LWM Advisory Services, LLC | BERKSHIRE HATHAWAY INC DEL | 084670702 | shares | 5,134,793.00 | 10,216.00 | 502.62 | 2025-09-30 | 2025-11-25 |
| 0001697716 | LWM Advisory Services, LLC | APPLOVIN CORP | 03831W108 | APP | 269,452.00 | 375.00 | 718.54 | 2025-09-30 | 2025-11-25 |
| 0001697716 | LWM Advisory Services, LLC | APPLE INC | 037833100 | AAPL | 7,648,123.00 | 30,022.00 | 254.75 | 2025-09-30 | 2025-11-25 |
| 0001697716 | LWM Advisory Services, LLC | AMERICAN WTR WKS CO INC NEW | 030420103 | AWK | 474,257.00 | 3,408.00 | 139.16 | 2025-09-30 | 2025-11-25 |
| 0001697716 | LWM Advisory Services, LLC | AMERICAN TOWER CORP NEW | 03027X100 | AMT | 370,359.00 | 1,925.00 | 192.39 | 2025-09-30 | 2025-11-25 |
| 0001697716 | LWM Advisory Services, LLC | AMAZON COM INC | 023135106 | AMZN | 3,581,628.00 | 16,309.00 | 219.61 | 2025-09-30 | 2025-11-25 |
| 0001697716 | LWM Advisory Services, LLC | ALPHABET INC | 02079K305 | GOOGL | 1,088,423.00 | 4,426.00 | 245.92 | 2025-09-30 | 2025-11-25 |
| 0001697716 | LWM Advisory Services, LLC | ALPHABET INC | 02079K107 | GOOG | 1,962,182.00 | 8,043.00 | 243.96 | 2025-09-30 | 2025-11-25 |
| 0001697716 | LWM Advisory Services, LLC | ALCON AG | H01301128 | 340,139.00 | 4,566.00 | 74.49 | 2025-09-30 | 2025-11-25 | |
| 0001697716 | LWM Advisory Services, LLC | ABBVIE INC | 00287Y109 | ABBV | 393,992.00 | 1,702.00 | 231.49 | 2025-09-30 | 2025-11-25 |
| 0001697716 | LWM Advisory Services, LLC | ABBOTT LABS | 002824100 | ABT | 240,690.00 | 1,797.00 | 133.94 | 2025-09-30 | 2025-11-25 |
| 0001318103 | Kimelman & Baird, LLC | ZIMVIE INC | 98888T107 | 1,137.00 | 60.00 | 18.95 | 2025-09-30 | 2025-11-25 | |
| 0001318103 | Kimelman & Baird, LLC | ZIMMER BIOMET HOLDINGS INC | 98956P102 | ZBH | 59,100.00 | 600.00 | 98.50 | 2025-09-30 | 2025-11-25 |
| 0001318103 | Kimelman & Baird, LLC | YUM CHINA HLDGS INC | 98850P109 | YUMC | 11,846.00 | 276.00 | 42.92 | 2025-09-30 | 2025-11-25 |
| 0001318103 | Kimelman & Baird, LLC | YUM BRANDS INC | 988498101 | YUM | 41,952.00 | 276.00 | 152.00 | 2025-09-30 | 2025-11-25 |
| 0001318103 | Kimelman & Baird, LLC | XPEL INC | 98379L100 | 331.00 | 10.00 | 33.10 | 2025-09-30 | 2025-11-25 | |
| 0001318103 | Kimelman & Baird, LLC | XP INC | G98239109 | XP | 57.00 | 3.00 | 19.00 | 2025-09-30 | 2025-11-25 |
| 0001318103 | Kimelman & Baird, LLC | XEROX HOLDINGS CORP | 98421M106 | XRX | 188.00 | 50.00 | 3.76 | 2025-09-30 | 2025-11-25 |
| 0001318103 | Kimelman & Baird, LLC | XCEL ENERGY INC | 98389B100 | XEL | 52,584.00 | 652.00 | 80.65 | 2025-09-30 | 2025-11-25 |
| 0001318103 | Kimelman & Baird, LLC | WILLSCOT HLDGS CORP | 971378104 | WSC | 212.00 | 10.00 | 21.20 | 2025-09-30 | 2025-11-25 |
| 0001318103 | Kimelman & Baird, LLC | WILLIAMS SONOMA INC | 969904101 | WSM | 418,964.00 | 2,144.00 | 195.41 | 2025-09-30 | 2025-11-25 |
| 0001318103 | Kimelman & Baird, LLC | WILLIAMS COS INC | 969457100 | WMB | 63,350.00 | 1,000.00 | 63.35 | 2025-09-30 | 2025-11-25 |
| 0001318103 | Kimelman & Baird, LLC | WEYERHAEUSER CO MTN BE | 962166104 | WY | 84,609.00 | 3,413.00 | 24.79 | 2025-09-30 | 2025-11-25 |
| 0001318103 | Kimelman & Baird, LLC | WESTLAKE CORPORATION | 960413102 | WLK | 115,590.00 | 1,500.00 | 77.06 | 2025-09-30 | 2025-11-25 |
| 0001318103 | Kimelman & Baird, LLC | WESTAMERICA BANCORPORATION | 957090103 | WABC | 36,993.00 | 740.00 | 49.99 | 2025-09-30 | 2025-11-25 |
| 0001318103 | Kimelman & Baird, LLC | WESBANCO INC | 950810101 | WSBC | 9,579.00 | 300.00 | 31.93 | 2025-09-30 | 2025-11-25 |
| 0001318103 | Kimelman & Baird, LLC | WENDYS CO | 95058W100 | 537,949.00 | 58,728.00 | 9.16 | 2025-09-30 | 2025-11-25 | |
| 0001318103 | Kimelman & Baird, LLC | WELLS FARGO CO NEW | 949746804 | 30,858.00 | 25.00 | 1,234.32 | 2025-09-30 | 2025-11-25 | |
| 0001318103 | Kimelman & Baird, LLC | WEC ENERGY GROUP INC | 92939U106 | WEC | 13,293.00 | 116.00 | 114.59 | 2025-09-30 | 2025-11-25 |
| 0001318103 | Kimelman & Baird, LLC | WATTS WATER TECHNOLOGIES INC | 942749102 | WTS | 139,640.00 | 500.00 | 279.28 | 2025-09-30 | 2025-11-25 |
| 0001318103 | Kimelman & Baird, LLC | WASTE MGMT INC DEL | 94106L109 | WM | 46,621,822.00 | 211,121.00 | 220.83 | 2025-09-30 | 2025-11-25 |
| 0001318103 | Kimelman & Baird, LLC | WASTE CONNECTIONS INC | 94106B101 | WCN | 33,270,986.00 | 189,255.00 | 175.80 | 2025-09-30 | 2025-11-25 |
| 0001318103 | Kimelman & Baird, LLC | WARNER BROS DISCOVERY INC | 934423104 | WBD | 12,500.00 | 640.00 | 19.53 | 2025-09-30 | 2025-11-25 |
| 0001318103 | Kimelman & Baird, LLC | WALMART INC | 931142103 | WMT | 439,390.00 | 4,263.00 | 103.07 | 2025-09-30 | 2025-11-25 |
| 0001318103 | Kimelman & Baird, LLC | VISTRA CORP | 92840M102 | VST | 1,214,704.00 | 6,200.00 | 195.92 | 2025-09-30 | 2025-11-25 |
| 0001318103 | Kimelman & Baird, LLC | VISTA ENERGY S.A.B. DE C.V. | 92837L109 | VIST | 757.00 | 22.00 | 34.41 | 2025-09-30 | 2025-11-25 |
| 0001318103 | Kimelman & Baird, LLC | VISA INC | 92826C839 | V | 36,950,460.00 | 108,239.00 | 341.38 | 2025-09-30 | 2025-11-25 |
| 0001318103 | Kimelman & Baird, LLC | VIATRIS INC | 92556V106 | VTRS | 11,019.00 | 1,113.00 | 9.90 | 2025-09-30 | 2025-11-25 |
| 0001318103 | Kimelman & Baird, LLC | VERIZON COMMUNICATIONS INC | 92343V104 | VZ | 85,967.00 | 1,956.00 | 43.95 | 2025-09-30 | 2025-11-25 |