13F Holdings Screener
Showing 2051 -
2100 of
86,839 results.
| CIK | Fund Name | Issuer Name | CUSIP | Ticker | Value ($) | Shares | Avg Price | Reporting Date | Filing Date |
|---|---|---|---|---|---|---|---|---|---|
| 0001697716 | LWM Advisory Services, LLC | WORLD GOLD TR | 98149E303 | GLD | 12,346,288.00 | 161,495.00 | 76.45 | 2025-09-30 | 2025-11-25 |
| 0001697716 | LWM Advisory Services, LLC | WISDOMTREE TR | 97717Y568 | 1,159,223.00 | 20,192.00 | 57.41 | 2025-09-30 | 2025-11-25 | |
| 0001697716 | LWM Advisory Services, LLC | WISDOMTREE TR | 97717Y527 | 5,130,253.00 | 102,053.00 | 50.27 | 2025-09-30 | 2025-11-25 | |
| 0001697716 | LWM Advisory Services, LLC | WASTE MGMT INC DEL | 94106L109 | WM | 349,359.00 | 1,582.00 | 220.83 | 2025-09-30 | 2025-11-25 |
| 0001697716 | LWM Advisory Services, LLC | WASTE CONNECTIONS INC | 94106B101 | WCN | 531,625.00 | 3,023.00 | 175.86 | 2025-09-30 | 2025-11-25 |
| 0001697716 | LWM Advisory Services, LLC | WALMART INC | 931142103 | WMT | 222,328.00 | 2,159.00 | 102.98 | 2025-09-30 | 2025-11-25 |
| 0001697716 | LWM Advisory Services, LLC | VISA INC | 92826C839 | V | 787,910.00 | 2,288.00 | 344.37 | 2025-09-30 | 2025-11-25 |
| 0001697716 | LWM Advisory Services, LLC | VERISK ANALYTICS INC | 92345Y106 | VRSK | 387,828.00 | 1,542.00 | 251.51 | 2025-09-30 | 2025-11-25 |
| 0001697716 | LWM Advisory Services, LLC | VANGUARD INDEX FDS | 922908363 | VOO | 359,465.00 | 587.00 | 612.38 | 2025-09-30 | 2025-11-25 |
| 0001697716 | LWM Advisory Services, LLC | VANECK ETF TRUST | 92189F528 | 909,098.00 | 52,187.00 | 17.42 | 2025-09-30 | 2025-11-25 | |
| 0001697716 | LWM Advisory Services, LLC | UNITEDHEALTH GROUP INC | 91324P102 | UNH | 208,139.00 | 591.00 | 352.18 | 2025-09-30 | 2025-11-25 |
| 0001697716 | LWM Advisory Services, LLC | TRANSDIGM GROUP INC | 893641100 | TDG | 296,554.00 | 225.00 | 1,318.02 | 2025-09-30 | 2025-11-25 |
| 0001697716 | LWM Advisory Services, LLC | TRANE TECHNOLOGIES PLC | G8994E103 | \ | 276,081.00 | 650.00 | 424.74 | 2025-09-30 | 2025-11-25 |
| 0001697716 | LWM Advisory Services, LLC | THERMO FISHER SCIENTIFIC INC | 883556102 | TMO | 461,724.00 | 912.00 | 506.28 | 2025-09-30 | 2025-11-25 |
| 0001697716 | LWM Advisory Services, LLC | TEXAS INSTRS INC | 882508104 | TXN | 424,641.00 | 2,312.00 | 183.67 | 2025-09-30 | 2025-11-25 |
| 0001697716 | LWM Advisory Services, LLC | TESLA INC | 88160R101 | TSLA | 435,747.00 | 973.00 | 447.84 | 2025-09-30 | 2025-11-25 |
| 0001697716 | LWM Advisory Services, LLC | T-MOBILE US INC | 872590104 | TMUS | 574,627.00 | 2,437.00 | 235.79 | 2025-09-30 | 2025-11-25 |
| 0001697716 | LWM Advisory Services, LLC | SPOTIFY TECHNOLOGY S A | L8681T102 | SPOT | 240,810.00 | 345.00 | 698.00 | 2025-09-30 | 2025-11-25 |
| 0001697716 | LWM Advisory Services, LLC | SPDR SERIES TRUST | 78464A409 | SPYG | 1,480,365.00 | 14,164.00 | 104.52 | 2025-09-30 | 2025-11-25 |
| 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 |