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| Name: |
LWM Advisory Services LLC |
| City: |
PLANTATION |
| State: |
FL |
| Zip: |
33324 |
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data |
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| Holdings
Found :
9 |
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Ticker |
Company Name |
Position
Rank |
New/Closed
Postion |
Last
Close |
Value |
Shares Held |
% of
Portfolio |
Value
Change |
Change In
Shares Held |
% of Company |
Industry |
|
SMLF |
Ishares Edge Msci Multifact... |
41 |
New |
$62.20 |
$532,000 |
8,364 |
0.43% |
532,000 |
8,364 |
0.006 |
N/A |
|
|
FE |
FirstEnergy Corp |
52 |
New |
$39.24 |
$458,000 |
11,869 |
0.37% |
458,000 |
11,869 |
0.002 |
Electric Utilities |
|
|
DIA |
Diamonds Trust |
53 |
New |
$395.18 |
$450,000 |
1,131 |
0.36% |
450,000 |
1,131 |
0.001 |
Closed - End Fund - E... |
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GS |
Goldman Sachs Group Inc |
64 |
New |
$454.73 |
$367,000 |
879 |
0.29% |
367,000 |
879 |
0 |
Investment Brokerage ... |
|
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CP |
Canadian Pacific Railway Li... |
75 |
New |
$82.93 |
$287,000 |
3,255 |
0.23% |
287,000 |
3,255 |
0 |
Railroads |
|
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FB |
Meta Platforms Inc |
77 |
New |
$476.20 |
$278,000 |
572 |
0.22% |
278,000 |
572 |
0 |
Internet Service Prov... |
|
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VOO |
Vanguard S&P 500 Etf |
82 |
New |
$478.74 |
$235,000 |
489 |
0.19% |
235,000 |
489 |
0 |
Closed - End Fund - E... |
|
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NKE |
Nike Inc B |
83 |
New |
$90.94 |
$233,000 |
2,481 |
0.19% |
233,000 |
2,481 |
0 |
Textile - Apparel Foo... |
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CHD |
Church & Dwight Co Inc |
86 |
New |
$107.31 |
$209,000 |
2,000 |
0.17% |
209,000 |
2,000 |
0.001 |
Cleaning Products |
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