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Name: |
LWM Advisory Services LLC |
City: |
PLANTATION |
State: |
FL |
Zip: |
33324 |
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Holdings
Found :
13 |
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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 |
|
FDS |
Factset Research Systems Inc |
18 |
- |
$440.03 |
$1,818,000 |
4,000 |
1.46% |
-90,000 |
0 |
0.011 |
Information & Deliver... |
|
RSP |
Guggenheim ETF Trust - Gugg... |
61 |
- |
$166.07 |
$375,000 |
2,214 |
0.3% |
26,000 |
0 |
0.001 |
Closed - End Fund - E... |
|
CTAS |
Cintas Corp |
65 |
- |
$690.11 |
$344,000 |
500 |
0.28% |
43,000 |
0 |
0 |
Business Services |
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TDG |
Transdigm Group Inc |
69 |
- |
$1,280.56 |
$329,000 |
267 |
0.26% |
59,000 |
0 |
0 |
Aerospace/Defense Pro... |
|
WM |
Waste Management Inc |
71 |
- |
$210.82 |
$320,000 |
1,500 |
0.26% |
51,000 |
0 |
0 |
Waste Management |
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TSLA |
Tesla Motors Inc |
73 |
- |
$177.81 |
$302,000 |
1,717 |
0.24% |
-125,000 |
0 |
0 |
Auto Manufacturers |
|
PWR |
Quanta Services Inc |
76 |
- |
$265.43 |
$283,000 |
1,090 |
0.23% |
48,000 |
0 |
0.001 |
General Contractors |
|
SNPS |
Synopsys Inc |
78 |
- |
$557.39 |
$277,000 |
485 |
0.22% |
27,000 |
0 |
0 |
Technical & System So... |
|
TT |
Trane Technologies (Ingerso... |
80 |
- |
$326.64 |
$252,000 |
840 |
0.2% |
47,000 |
0 |
0 |
Diversified Machinery |
|
CLX |
Clorox Co |
84 |
- |
$141.28 |
$230,000 |
1,500 |
0.18% |
16,000 |
0 |
0.001 |
Cleaning Products |
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ABT |
Abbott Laboratories |
85 |
- |
$104.77 |
$213,000 |
1,877 |
0.17% |
6,000 |
0 |
0 |
Drug Manufacturers - ... |
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VRAR |
Glimpse Group, Inc. |
87 |
- |
$0.00 |
$20,000 |
17,603 |
0.02% |
0 |
0 |
0.171 |
N/A |
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SPCE.U |
Virgin Galactic Holdings Units |
88 |
- |
$1.04 |
$15,000 |
10,318 |
0.01% |
-10,000 |
0 |
0.005 |
N/A |
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