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  Name: LWM Advisory Services LLC
  City: PLANTATION
  State: FL
  Zip: 33324
   
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Portfolio Summary View Filing
  Filing Report Date : 2024-03-31
  Total Value : $124,700,000
  Total Value Change : $10,952,000
  Securities Held Change : 8
   
All Securities Held : 88
  New Positions : 9
  Closed Positions : 3
  Increased Positions : 30
  Unchanged Positions : 13
  Decreased Positions : 36

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Holdings Found : 13     View All Holdings Currently Viewing:  Unchanged Positions     Page 1 of 1
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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)1 Year Chart         FDS Factset Research Systems Inc 18 - $439.16 $1,818,000 4,000 1.46% -90,000 0 0.011    Information & Deliver...
   (RSP)1 Year Chart         RSP Guggenheim ETF Trust - Gugg... 61 - $166.11 $375,000 2,214 0.3% 26,000 0 0.001    Closed - End Fund - E...
   (CTAS)1 Year Chart         CTAS Cintas Corp 65 - $700.27 $344,000 500 0.28% 43,000 0 0    Business Services
   (TDG)1 Year Chart         TDG Transdigm Group Inc 69 - $1,310.49 $329,000 267 0.26% 59,000 0 0    Aerospace/Defense Pro...
   (WM)1 Year Chart         WM Waste Management Inc 71 - $211.49 $320,000 1,500 0.26% 51,000 0 0    Waste Management
   (TSLA)1 Year Chart         TSLA Tesla Motors Inc 73 - $177.81 $302,000 1,717 0.24% -125,000 0 0    Auto Manufacturers
   (PWR)1 Year Chart         PWR Quanta Services Inc 76 - $271.48 $283,000 1,090 0.23% 48,000 0 0.001    General Contractors
   (SNPS)1 Year Chart         SNPS Synopsys Inc 78 - $556.71 $277,000 485 0.22% 27,000 0 0    Technical & System So...
   (TT)1 Year Chart         TT Trane Technologies (Ingerso... 80 - $331.98 $252,000 840 0.2% 47,000 0 0    Diversified Machinery
   (CLX)1 Year Chart         CLX Clorox Co 84 - $143.35 $230,000 1,500 0.18% 16,000 0 0.001    Cleaning Products
   (ABT)1 Year Chart         ABT Abbott Laboratories 85 - $104.74 $213,000 1,877 0.17% 6,000 0 0    Drug Manufacturers - ...
   (VRAR)1 Year Chart         VRAR Glimpse Group, Inc. 87 - $0.00 $20,000 17,603 0.02% 0 0 0.171    N/A
   (SPCE.U)1 Year Chart         SPCE.U Virgin Galactic Holdings Units 88 - $0.95 $15,000 10,318 0.01% -10,000 0 0.005    N/A
      13 Records Found
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