LWM Advisory Services, LLC
All holdings · as of Dec 31, 2025
| Company | Value | % of portfolio |
|---|---|---|
| ADVANCED MICRO DEVICES INC | $204.1K | 0.1% |
| HONEYWELL INTERNATIONAL INC | $205.2K | 0.1% |
| USCB FINANCIAL HOLDINGS, INC.USCB | $215.0K | 0.1% |
| ISHARES TR | $218.5K | 0.1% |
| Walmart Inc. | $223.7K | 0.1% |
| Quanta Services Inc | $228.3K | 0.1% |
| Netflix Inc | $232.5K | 0.1% |
| QUALCOMM INC/DE | $237.9K | 0.1% |
| Trane Technologies plc | $249.1K | 0.1% |
| AppLovin Corp | $250.7K | 0.1% |
| CINTAS CORP | $270.8K | 0.2% |
| Kyndryl Holdings, Inc. | $282.8K | 0.2% |
| Aon plc | $299.2K | 0.2% |
| J P MORGAN EXCHANGE TRADED F | $315.7K | 0.2% |
| BROOKFIELD INFRASTRUCTURE CORP | $323.2K | 0.2% |
| AMPHENOL CORP /DE | $324.6K | 0.2% |
| Verisk Analytics, Inc. | $344.3K | 0.2% |
| YPF SOCIEDAD ANONIMAYPF | $346.4K | 0.2% |
| MercadoLibre, Inc. | $346.5K | 0.2% |
| Cheniere Energy, Inc. | $346.6K | 0.2% |
| VANGUARD INDEX FDS | $368.1K | 0.2% |
| ISHARES TR | $373.2K | 0.2% |
| Pampa Energy Inc.PAM | $373.3K | 0.2% |
| Eaton Corp plc | $373.6K | 0.2% |
| T-Mobile US, Inc.TMUS | $401.4K | 0.2% |
| SERVICE CORP INTERNATIONAL | $414.3K | 0.2% |
| COSTCO WHOLESALE CORP /NEW | $418.2K | 0.2% |
| ISHARES TR | $436.7K | 0.3% |
| MILLICOM INTL CELLULAR S A | $442.3K | 0.3% |
| HOME DEPOT, INC. | $447.1K | 0.3% |
| NASDAQ, Inc. | $454.2K | 0.3% |
| Blackstone Inc | $488.0K | 0.3% |
| NU HLDGS LTD | $505.7K | 0.3% |
| BlackRock, Inc. | $509.5K | 0.3% |
| ISHARES TR | $518.6K | 0.3% |
| THERMO FISHER SCIENTIFIC INC. | $526.1K | 0.3% |
| Mastercard Inc | $529.8K | 0.3% |
| Waste Connections Inc | $530.9K | 0.3% |
| FirstEnergy Corp | $533.2K | 0.3% |
| iShares MSCI UAE ETF | $580.8K | 0.3% |
| FIRST TR EXCHANGE-TRADED FD | $592.5K | 0.3% |
| SPDR DOW JONES INDL AVERAGE | $602.5K | 0.4% |
| Meta Platforms Inc | $633.2K | 0.4% |
| INTERNATIONAL BUSINESS MACHINES CORP | $635.9K | 0.4% |
| GLOBAL X FDS | $655.9K | 0.4% |
| NEXTERA ENERGY INC | $657.9K | 0.4% |
| Tesla Inc | $689.4K | 0.4% |
| ISHARES INC | $724.7K | 0.4% |
| ISHARES BITCOIN TRUST ETF | $746.7K | 0.4% |
| Visa Inc | $797.3K | 0.5% |