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LWM Advisory Services, LLC

All holdings · as of Dec 31, 2025

83 positions

CompanyClassValueShares% of portfolio
NU HLDGS LTD—$505.7K30,2100.3%
Blackstone Inc—$488.0K3,1660.3%
NASDAQ, Inc.—$454.2K4,6760.3%
HOME DEPOT, INC.—$447.1K1,2990.3%
MILLICOM INTL CELLULAR S A—$442.3K7,9780.3%
ISHARES TR—$436.7K3,9650.3%
COSTCO WHOLESALE CORP /NEW—$418.2K4850.2%
SERVICE CORP INTERNATIONAL—$414.3K5,3140.2%
T-Mobile US, Inc.TMUSCommon Stock$401.4K1,9770.2%
Eaton Corp plc—$373.6K1,1730.2%
Pampa Energy Inc.PAMADR$373.3K4,2180.2%
ISHARES TR—$373.2K9,4600.2%
VANGUARD INDEX FDS—$368.1K5870.2%
Cheniere Energy, Inc.—$346.6K1,7830.2%
MercadoLibre, Inc.—$346.5K1720.2%
YPF SOCIEDAD ANONIMAYPFADR$346.4K9,5790.2%
Verisk Analytics, Inc.—$344.3K1,5390.2%
AMPHENOL CORP /DE—$324.6K2,4020.2%
BROOKFIELD INFRASTRUCTURE CORP—$323.2K7,1190.2%
J P MORGAN EXCHANGE TRADED F—$315.7K5,5150.2%
Aon plc—$299.2K8480.2%
Kyndryl Holdings, Inc.—$282.8K10,6480.2%
CINTAS CORP—$270.8K1,4400.2%
AppLovin Corp—$250.7K3720.1%
Trane Technologies plc—$249.1K6400.1%
QUALCOMM INC/DE—$237.9K1,3900.1%
Netflix Inc—$232.5K2,4800.1%
Quanta Services Inc—$228.3K5410.1%
Walmart Inc.—$223.7K2,0080.1%
ISHARES TR—$218.5K6370.1%
USCB FINANCIAL HOLDINGS, INC.USCBCommon Stock$215.0K11,6710.1%
HONEYWELL INTERNATIONAL INC—$205.2K1,0520.1%
ADVANCED MICRO DEVICES INC—$204.1K9530.1%
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