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
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03-31-2022
03-31-2022
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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
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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
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INTERNATIONAL BUSINESS MACHS
COM
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294
2260
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INTERNATIONAL FLAVORS&FRAGRA
COM
459506101
604
4600
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INVESCO EXCH TRADED FD TR II
S&P EMRNG MKTS
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203
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INVESCO EXCH TRD SLF IDX FD
RUSL 2000 DYNM
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INVESCO EXCHANGE TRADED FD T
S&P MDCP VLU MNT
46137V456
1483
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30766
INVESCO EXCHANGE TRADED FD T
S&P SMCP VLU MNT
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771
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0
14311
INVESCO QQQ TR
UNIT SER 1
46090E103
780
2155
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2155
ISHARES INC
MSCI EM ASIA ETF
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218
2907
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SOLE
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2907
ISHARES TR
HDG MSCI EAFE
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US DIVID BYBCK
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3 7 YR TREAS BD
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ISHS 1-5YR INVS
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ISHARES TR
MSCI AC ASIA ETF
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386
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ISHARES TR
S&P MC 400VL ETF
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ISHARES TR
RUSSELL 3000 ETF
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3101
ISHARES TR
RUSSELL 2000 ETF
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440
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ISHARES TR
RUS MID CAP ETF
464287499
367
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J P MORGAN EXCHANGE-TRADED F
DIVERSFED RTRN
46641Q886
371
3962
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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
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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
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PROCTER AND GAMBLE CO
COM
742718109
518
3383
SH
SOLE
0
0
3383
S&P GLOBAL INC
COM
78409V104
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SH
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SALESFORCE COM INC
COM
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729
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SH
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SELECT SECTOR SPDR TR
FINANCIAL
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234
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SELECT SECTOR SPDR TR
TECHNOLOGY
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408
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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
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12578
SH
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SPDR SER TR
PORTFOLIO INTRMD
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268
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0
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SPDR SER TR
PRTFLO S&P500 GW
78464A409
597
9018
SH
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0
0
9018
SUNRUN INC
COM
86771W105
330
10881
SH
SOLE
0
0
10881
T-MOBILE US INC
COM
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1010
7833
SH
SOLE
0
0
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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
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0
3948
VANGUARD INDEX FDS
TOTAL STK MKT
922908769
255
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SH
SOLE
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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
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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