News + Filings Holdings
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LWM Advisory Services, LLC
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Changes: All | New | Increased | Decreased | Sold Out |
Portfolio as of: |
| Name | Ticker | Class | Shares | Change | Value | Change | % Port | % OS | Hist | Date |
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Invesco Exchange-Traded Self-Indexed Fund Trust
| OMFL | Exchange Traded Fund | 391,736 | 391,736 | 19,187,239,000 | 19,187,239,000 | 20.27 | |
Hist
| 06/30/2023 |
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CHART INDUSTRIES INC
| GTLS | Common | 2,685 | 2,685 | 429,036,000 | 429,036,000 | 0.45 | 0.01 |
Hist
| 06/30/2023 |
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XSDP CORP
| XSD | ETF | 1,801 | 1,801 | 398,563,000 | 398,563,000 | 0.42 | |
Hist
| 06/30/2023 |
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TransDigm Group INC
| TDG | Common | 427 | 427 | 381,811,000 | 381,811,000 | 0.40 | 0.00 |
Hist
| 06/30/2023 |
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PROGRESSIVE CORP/OH/
| PGR | Common | 2,658 | 2,658 | 351,839,000 | 351,839,000 | 0.37 | 0.00 |
Hist
| 06/30/2023 |
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Tesla, Inc.
| TSLA | COM | 1,316 | 1,316 | 347,337,000 | 347,337,000 | 0.37 | |
Hist
| 06/30/2023 |
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ALCON INC
| ALC | Common Stock | 3,294 | 3,294 | 272,873,000 | 272,873,000 | 0.29 | 0.00 |
Hist
| 06/30/2023 |
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COOPER COMPANIES, INC.
| COO | Common | 639 | 639 | 245,012,000 | 245,012,000 | 0.26 | |
Hist
| 06/30/2023 |
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QUANTA SERVICES, INC.
| PWR | Common | 1,140 | 1,140 | 220,704,000 | 220,704,000 | 0.23 | 0.00 |
Hist
| 06/30/2023 |
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QuidelOrtho Corp
| QDEL | Common | 2,548 | 2,548 | 211,127,000 | 211,127,000 | 0.22 | 0.00 |
Hist
| 06/30/2023 |
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SYNOPSYS INC
| SNPS | Common | 485 | 485 | 209,176,000 | 209,176,000 | 0.22 | 0.00 |
Hist
| 06/30/2023 |
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CHURCH & DWIGHT CO INC /DE/
| CHD | Common | 2,000 | 2,000 | 200,460,000 | 200,460,000 | 0.21 | |
Hist
| 06/30/2023 |
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MILLICOM INTERNATIONAL CELLULAR SA
| MICC | Common | 11,643 | 11,643 | 177,439,000 | 177,439,000 | 0.19 | 0.01 |
Hist
| 06/30/2023 |
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Glimpse Group, Inc.
| VRAR | Common | 17,603 | 17,603 | 62,667,000 | 62,667,000 | 0.07 | 0.13 |
Hist
| 06/30/2023 |
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