0001420506-22-000743.txt : 20220509 0001420506-22-000743.hdr.sgml : 20220509 20220509172340 ACCESSION NUMBER: 0001420506-22-000743 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20220331 FILED AS OF DATE: 20220509 DATE AS OF CHANGE: 20220509 EFFECTIVENESS DATE: 20220509 FILER: COMPANY DATA: COMPANY CONFORMED NAME: LWM Advisory Services, LLC CENTRAL INDEX KEY: 0001697716 IRS NUMBER: 471045931 STATE OF INCORPORATION: FL FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: 13F-HR SEC ACT: 1934 Act SEC FILE NUMBER: 028-22298 FILM NUMBER: 22906285 BUSINESS ADDRESS: STREET 1: 1250 S PINE ISLAND RD STREET 2: STE 350 CITY: PLANTATION STATE: FL ZIP: 33324 BUSINESS PHONE: 941-474-7100 MAIL ADDRESS: STREET 1: 1250 S PINE ISLAND RD STREET 2: STE 350 CITY: PLANTATION STATE: FL ZIP: 33324 13F-HR 1 primary_doc.xml 13F-HR LIVE false true false 0001697716 XXXXXXXX 03-31-2022 03-31-2022 false LWM Advisory Services, LLC
1250 S PINE ISLAND RD STE 350 PLANTATION FL 33324
13F HOLDINGS REPORT 028-22298 N
T. Gregory Reymann II CCO 941-474-7100 T. Gregory Reymann II, CCO PLANTATION FL 04-12-2022 0 110 80509 false
INFORMATION TABLE 2 Form13F_InfoTable.xml INFORMATION TABLE FOR LWM ADVISORY SERVICES, LLC ABBVIE INC COM 00287Y109 232 1431 SH SOLE 0 0 1431 ADOBE SYSTEMS INCORPORATED COM 00724F101 375 819 SH SOLE 0 0 819 ADVANCED MICRO DEVICES INC COM 007903107 309 2829 SH SOLE 0 0 2829 AIR PRODS & CHEMS INC COM 009158106 318 1273 SH SOLE 0 0 1273 AKAMAI TECHNOLOGIES INC COM 00971T101 219 1837 SH SOLE 0 0 1837 ALPHABET INC CAP STK CL A 02079K305 1446 519 SH SOLE 0 0 519 ALPHABET INC CAP STK CL C 02079K107 1697 607 SH SOLE 0 0 607 AMAZON COM INC COM 023135106 4350 1334 SH SOLE 0 0 1334 AMERICAN TOWER CORP NEW COM 03027X100 862 3433 SH SOLE 0 0 3433 ANTHEM INC COM 036752103 455 926 SH SOLE 0 0 926 APPLE INC COM 037833100 8305 47557 SH SOLE 0 0 47557 ASTRAZENECA PLC SPONSORED ADR 046353108 478 7202 SH SOLE 0 0 7202 BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 2772 7874 SH SOLE 0 0 7874 BK OF AMERICA CORP COM 060505104 611 14867 SH SOLE 0 0 14867 BLACKROCK INC COM 09247X101 697 912 SH SOLE 0 0 912 BLACKSTONE INC COM 09260D107 772 6103 SH SOLE 0 0 6103 BOEING CO COM 097023105 214 1116 SH SOLE 0 0 1116 BOOKING HOLDINGS INC COM 09857L108 256 109 SH SOLE 0 0 109 BOSTON SCIENTIFIC CORP COM 101137107 440 9926 SH SOLE 0 0 9926 BROOKFIELD INFRASTRUCTURE CO COM SB VTG SHS A 11275Q107 517 6843 SH SOLE 0 0 6843 CADENCE DESIGN SYSTEM INC COM 127387108 209 1271 SH SOLE 0 0 1271 CHENIERE ENERGY INC COM NEW 16411R208 691 4985 SH SOLE 0 0 4985 CHEVRON CORP NEW COM 166764100 634 3891 SH SOLE 0 0 3891 CINTAS CORP COM 172908105 222 515 SH SOLE 0 0 515 COSTCO WHSL CORP NEW COM 22160K105 421 731 SH SOLE 0 0 731 CROWN CASTLE INTL CORP NEW COM 22822V101 414 2231 SH SOLE 0 0 2231 CROWN HLDGS INC COM 228368106 292 2333 SH SOLE 0 0 2333 CSX CORP COM 126408103 442 11795 SH SOLE 0 0 11795 DANAHER CORPORATION COM 235851102 285 985 SH SOLE 0 0 985 DEERE & CO COM 244199105 216 521 SH SOLE 0 0 521 DISNEY WALT CO COM 254687106 232 1701 SH SOLE 0 0 1701 FIRST TR VALUE LINE DIVID IN SHS 33734H106 501 11855 SH SOLE 0 0 11855 HCA HEALTHCARE INC COM 40412C101 380 1532 SH SOLE 0 0 1532 HEWLETT PACKARD ENTERPRISE C COM 42824C109 504 30172 SH SOLE 0 0 30172 HOLOGIC INC COM 436440101 260 3387 SH SOLE 0 0 3387 HOME DEPOT INC COM 437076102 766 2548 SH SOLE 0 0 2548 ILLINOIS TOOL WKS INC COM 452308109 395 1884 SH SOLE 0 0 1884 INTERCONTINENTAL EXCHANGE IN COM 45866F104 666 5040 SH SOLE 0 0 5040 INTERNATIONAL BUSINESS MACHS COM 459200101 294 2260 SH SOLE 0 0 2260 INTERNATIONAL FLAVORS&FRAGRA COM 459506101 604 4600 SH SOLE 0 0 4600 INVESCO EXCH TRADED FD TR II S&P EMRNG MKTS 46138E297 203 7864 SH SOLE 0 0 7864 INVESCO EXCH TRD SLF IDX FD RUSL 2000 DYNM 46138J593 811 20882 SH SOLE 0 0 20882 INVESCO EXCHANGE TRADED FD T S&P MDCP VLU MNT 46137V456 1483 30766 SH SOLE 0 0 30766 INVESCO EXCHANGE TRADED FD T S&P SMCP VLU MNT 46137V480 771 14311 SH SOLE 0 0 14311 INVESCO QQQ TR UNIT SER 1 46090E103 780 2155 SH SOLE 0 0 2155 ISHARES INC MSCI EM ASIA ETF 464286426 218 2907 SH SOLE 0 0 2907 ISHARES TR HDG MSCI EAFE 46434V803 1362 40133 SH SOLE 0 0 40133 ISHARES TR US DIVID BYBCK 46435U861 238 5701 SH SOLE 0 0 5701 ISHARES TR 3 7 YR TREAS BD 464288661 305 2501 SH SOLE 0 0 2501 ISHARES TR ISHS 1-5YR INVS 464288646 403 7791 SH SOLE 0 0 7791 ISHARES TR MSCI AC ASIA ETF 464288182 386 5049 SH SOLE 0 0 5049 ISHARES TR S&P MC 400VL ETF 464287705 391 3568 SH SOLE 0 0 3568 ISHARES TR RUSSELL 3000 ETF 464287689 814 3101 SH SOLE 0 0 3101 ISHARES TR RUSSELL 2000 ETF 464287655 440 2157 SH SOLE 0 0 2157 ISHARES TR RUS MID CAP ETF 464287499 367 4703 SH SOLE 0 0 4703 J P MORGAN EXCHANGE-TRADED F DIVERSFED RTRN 46641Q886 371 3962 SH SOLE 0 0 3962 JOHNSON & JOHNSON COM 478160104 458 2586 SH SOLE 0 0 2586 JPMORGAN CHASE & CO COM 46625H100 791 5821 SH SOLE 0 0 5821 L3HARRIS TECHNOLOGIES INC COM 502431109 279 1121 SH SOLE 0 0 1121 LIBERTY MEDIA CORP DEL COM A SIRIUSXM 531229409 237 5179 SH SOLE 0 0 5179 LILLY ELI & CO COM 532457108 208 727 SH SOLE 0 0 727 MARATHON PETE CORP COM 56585A102 432 5057 SH SOLE 0 0 5057 MASTERCARD INCORPORATED CL A 57636Q104 666 1850 SH SOLE 0 0 1850 MCDONALDS CORP COM 580135101 334 1348 SH SOLE 0 0 1348 MEDTRONIC PLC SHS G5960L103 495 4457 SH SOLE 0 0 4457 MERCK & CO INC COM 58933Y105 272 3297 SH SOLE 0 0 3297 META PLATFORMS INC CL A 30303M102 844 3771 SH SOLE 0 0 3771 MICROSOFT CORP COM 594918104 4510 14616 SH SOLE 0 0 14616 MONDELEZ INTL INC CL A 609207105 237 3777 SH SOLE 0 0 3777 MOODYS CORP COM 615369105 382 1133 SH SOLE 0 0 1133 MORGAN STANLEY COM NEW 617446448 234 2676 SH SOLE 0 0 2676 NEXTERA ENERGY INC COM 65339F101 1175 13848 SH SOLE 0 0 13848 NVIDIA CORPORATION COM 67066G104 1487 5464 SH SOLE 0 0 5464 PAYCOM SOFTWARE INC COM 70432V102 286 826 SH SOLE 0 0 826 PEPSICO INC COM 713448108 359 2131 SH SOLE 0 0 2131 PFIZER INC COM 717081103 488 9449 SH SOLE 0 0 9449 PHILIP MORRIS INTL INC COM 718172109 342 3631 SH SOLE 0 0 3631 PIMCO ETF TR ACTIVE BD ETF 72201R775 915 8987 SH SOLE 0 0 8987 PROCTER AND GAMBLE CO COM 742718109 518 3383 SH SOLE 0 0 3383 S&P GLOBAL INC COM 78409V104 926 2257 SH SOLE 0 0 2257 SALESFORCE COM INC COM 79466L302 729 3432 SH SOLE 0 0 3432 SELECT SECTOR SPDR TR FINANCIAL 81369Y605 234 6118 SH SOLE 0 0 6118 SELECT SECTOR SPDR TR TECHNOLOGY 81369Y803 408 2570 SH SOLE 0 0 2570 SERVICE CORP INTL COM 817565104 318 4831 SH SOLE 0 0 4831 SPDR INDEX SHS FDS PORTFOLIO DEVLPD 78463X889 537 15669 SH SOLE 0 0 15669 SPDR S&P 500 ETF TR TR UNIT 78462F103 5681 12578 SH SOLE 0 0 12578 SPDR SER TR PORTFOLIO INTRMD 78464A375 268 7846 SH SOLE 0 0 7846 SPDR SER TR PRTFLO S&P500 GW 78464A409 597 9018 SH SOLE 0 0 9018 SUNRUN INC COM 86771W105 330 10881 SH SOLE 0 0 10881 T-MOBILE US INC COM 872590104 1010 7833 SH SOLE 0 0 7833 TARGET CORP COM 87612E106 243 1146 SH SOLE 0 0 1146 TESLA INC COM 88160R101 968 898 SH SOLE 0 0 898 THERMO FISHER SCIENTIFIC INC COM 883556102 679 1155 SH SOLE 0 0 1155 TJX COS INC NEW COM 872540109 549 9033 SH SOLE 0 0 9033 TRUIST FINL CORP COM 89832Q109 277 4892 SH SOLE 0 0 4892 UBER TECHNOLOGIES INC COM 90353T100 323 9064 SH SOLE 0 0 9064 UNITEDHEALTH GROUP INC COM 91324P102 794 1548 SH SOLE 0 0 1548 VANGUARD BD INDEX FDS TOTAL BND MRKT 921937835 314 3948 SH SOLE 0 0 3948 VANGUARD INDEX FDS TOTAL STK MKT 922908769 255 1122 SH SOLE 0 0 1122 VANGUARD INDEX FDS S&P 500 ETF SHS 922908363 386 930 SH SOLE 0 0 930 VANGUARD MALVERN FDS STRM INFPROIDX 922020805 338 6604 SH SOLE 0 0 6604 VERISK ANALYTICS INC COM 92345Y106 789 3671 SH SOLE 0 0 3671 VERIZON COMMUNICATIONS INC COM 92343V104 383 7463 SH SOLE 0 0 7463 VISA INC COM CL A 92826C839 1023 4592 SH SOLE 0 0 4592 WALMART INC COM 931142103 248 1652 SH SOLE 0 0 1652 WASTE CONNECTIONS INC COM 94106B101 812 5804 SH SOLE 0 0 5804 WELLS FARGO CO NEW COM 949746101 834 17202 SH SOLE 0 0 17202 WISDOMTREE TR US SMALLCAP FUND 97717W562 367 7649 SH SOLE 0 0 7649 XCEL ENERGY INC COM 98389B100 238 3294 SH SOLE 0 0 3294 ZOETIS INC CL A 98978V103 606 3216 SH SOLE 0 0 3216