13F Holdings Screener
Showing 2101 -
2150 of
86,839 results.
| CIK | Fund Name | Issuer Name | CUSIP | Ticker | Value ($) | Shares | Avg Price | Reporting Date | Filing Date |
|---|---|---|---|---|---|---|---|---|---|
| 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 |
| 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 |