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Home > Institutional Investor > Lwm Advisory Services, Llc > Profile

Instuitional Investor - Lwm Advisory Services, Llc

Fund Profile
Filing Period:
Fund Name: Lwm Advisory Services, Llc
Portfolio Value $143,824,937
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Spdr S & P 500 Etf Trust
 SPY 35,168 $20,611,136 14.33%
2.
Pacer Fds Tr
 153,101 $8,647,157 6.01%
3.
Apple Inc.
 AAPL 32,399 $8,098,440 5.63%
4.
Invesco Exch Traded Fd Tr Ii - S&P EMRNG MKTS
 337,778 $7,907,389 5.49%
5.
Global X Fds - US INFR DEV ETF
 177,430 $7,169,956 4.98%
Insider Monkey Quarterly Strategy
+373.4% Insider Monkey Quarterly Strategy
+154.9% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
300%
200%
100%
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Returns since its inception in May 2014 (through February 19th, 2025)