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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SSGA Active Trust
| RLY | Common | 0 | -215,889 | 0 | -5,945,582,000 | 0.00 | 0.00 |
Hist
| 06/30/2023 |
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SPDR Barclays Intermediate Term Corporate Bond ETF
| ITR | common | 0 | -149,577 | 0 | -4,761,049,000 | 0.00 | 0.00 |
Hist
| 06/30/2023 |
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INVESCO EXCH TRADED FD TR II
| SPMO | Common | 0 | -65,248 | 0 | -3,704,798,000 | 0.00 | 0.00 |
Hist
| 06/30/2023 |
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J P MORGAN EXCHANGE TRADED F
| JMST | Common | 0 | -25,290 | 0 | -1,278,021,000 | 0.00 | 0.00 |
Hist
| 06/30/2023 |
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FV Student Housing, LLC
| FV | ETF | 0 | -13,423 | 0 | -624,848,000 | 0.00 | 0.00 |
Hist
| 06/30/2023 |
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SPDR SERIES TRUST
| ONEY | Common | 0 | -5,752 | 0 | -538,993,000 | 0.00 | 0.00 |
Hist
| 06/30/2023 |
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ASTRAZENECA PLC
| AZN | SPONSORED ADR | 0 | -4,822 | 0 | -326,932,000 | 0.00 | 0.00 |
Hist
| 06/30/2023 |
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SEACOAST BANKING CORP OF FLORIDA
| SBCF | Common | 0 | -10,341 | 0 | -322,528,000 | 0.00 | 0.00 |
Hist
| 06/30/2023 |
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VANGUARD INDEX FDS SANDP 500 ETF
| VOO | STOCK | 0 | -887 | 0 | -311,557,000 | 0.00 | 0.00 |
Hist
| 06/30/2023 |
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BOEING CO
| BA | Common | 0 | -1,366 | 0 | -260,254,000 | 0.00 | 0.00 |
Hist
| 06/30/2023 |
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iSHARES TRUST
| STIP | Common | 0 | -2,651 | 0 | -257,060,000 | 0.00 | 0.00 |
Hist
| 06/30/2023 |
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PFIZER INC
| PFE | Common | 0 | -5,040 | 0 | -249,361,000 | 0.00 | 0.00 |
Hist
| 06/30/2023 |
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GENERAL MILLS INC
| GIS | Common | 0 | -2,700 | 0 | -221,922,000 | 0.00 | 0.00 |
Hist
| 06/30/2023 |
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SIRIUS XM HOLDINGS INC.
| SIRI | COM | 0 | -36,136 | 0 | -211,034,000 | 0.00 | 0.00 |
Hist
| 06/30/2023 |
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Walt Disney Co
| DIS | Common | 0 | -2,090 | 0 | -206,670,000 | 0.00 | 0.00 |
Hist
| 06/30/2023 |
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INVESCO EXCHANGE TRADED FD T
| XMVM | Common | 0 | -4,648 | 0 | -204,706,000 | 0.00 | 0.00 |
Hist
| 06/30/2023 |
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