0001420506-22-002348.txt : 20221116 0001420506-22-002348.hdr.sgml : 20221116 20221116095356 ACCESSION NUMBER: 0001420506-22-002348 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20220930 FILED AS OF DATE: 20221116 DATE AS OF CHANGE: 20221116 EFFECTIVENESS DATE: 20221116 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: 221393455 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 09-30-2022 09-30-2022 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 941-474-7100 T. Gregory Reymann II, CCO PLANTATION FL 11-15-2022 0 116 88319 false INFORMATION TABLE 2 Form13F_InfoTable.xml INFORMATION TABLE FOR LWM ADVISORY SERVICES, LLC ABBOTT LABS COM 002824100 296 3051 SH SOLE 0 0 3051 ABBVIE INC COM 00287Y109 438 3262 SH SOLE 0 0 3262 ADOBE SYSTEMS INCORPORATED COM 00724F101 256 805 SH SOLE 0 0 805 AIR PRODS & CHEMS INC COM 009158106 424 1823 SH SOLE 0 0 1823 ALPHABET INC CAP STK CL A 02079K305 1060 11083 SH SOLE 0 0 11083 ALPHABET INC CAP STK CL C 02079K107 1168 12148 SH SOLE 0 0 12148 AMAZON COM INC COM 023135106 3407 30388 SH SOLE 0 0 30388 AMERICAN TOWER CORP NEW COM 03027X100 757 3527 SH SOLE 0 0 3527 AMERICAN WTR WKS CO INC NEW COM 030420103 539 4056 SH SOLE 0 0 4056 AMGEN INC COM 031162100 266 1182 SH SOLE 0 0 1182 APPLE INC COM 037833100 6975 50299 SH SOLE 0 0 50299 ASTRAZENECA PLC SPONSORED ADR 046353108 392 7154 SH SOLE 0 0 7154 BECTON DICKINSON & CO COM 075887109 235 1054 SH SOLE 0 0 1054 BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 2749 10167 SH SOLE 0 0 10167 BK OF AMERICA CORP COM 060505104 543 17479 SH SOLE 0 0 17479 BLACKROCK INC COM 09247X101 725 1317 SH SOLE 0 0 1317 BLACKSTONE INC COM 09260D107 535 6199 SH SOLE 0 0 6199 BOEING CO COM 097023105 484 3994 SH SOLE 0 0 3994 BOSTON SCIENTIFIC CORP COM 101137107 395 10196 SH SOLE 0 0 10196 BRISTOL-MYERS SQUIBB CO COM 110122108 230 3234 SH SOLE 0 0 3234 BROOKFIELD INFRASTRUCTURE CO COM SB VTG SHS A 11275Q107 423 10355 SH SOLE 0 0 10355 CADENCE DESIGN SYSTEM INC COM 127387108 242 1482 SH SOLE 0 0 1482 CHENIERE ENERGY INC COM NEW 16411R208 831 5006 SH SOLE 0 0 5006 CHEVRON CORP NEW COM 166764100 893 6082 SH SOLE 0 0 6082 CHUBB LIMITED COM H1467J104 223 1227 SH SOLE 0 0 1227 CINTAS CORP COM 172908105 225 508 SH SOLE 0 0 508 CLOROX CO DEL COM 189054109 236 1836 SH SOLE 0 0 1836 COCA COLA CO COM 191216100 401 7058 SH SOLE 0 0 7058 CONOCOPHILLIPS COM 20825C104 231 2085 SH SOLE 0 0 2085 COSTCO WHSL CORP NEW COM 22160K105 385 788 SH SOLE 0 0 788 CROWN CASTLE INC COM 22822V101 429 2980 SH SOLE 0 0 2980 CROWN HLDGS INC COM 228368106 374 4610 SH SOLE 0 0 4610 CSX CORP COM 126408103 351 13170 SH SOLE 0 0 13170 DANAHER CORPORATION COM 235851102 279 1055 SH SOLE 0 0 1055 DEERE & CO COM 244199105 260 779 SH SOLE 0 0 779 DISNEY WALT CO COM 254687106 259 2750 SH SOLE 0 0 2750 ECOLAB INC COM 278865100 216 1497 SH SOLE 0 0 1497 ELEVANCE HEALTH INC COM 036752103 489 1077 SH SOLE 0 0 1077 FACTSET RESH SYS INC COM 303075105 1607 4016 SH SOLE 0 0 4016 FIFTH THIRD BANCORP COM 316773100 218 6763 SH SOLE 0 0 6763 FIRST TR EXCHANGE-TRADED FD DORSEY WRT 5 ETF 33738R605 578 14091 SH SOLE 0 0 14091 FIRST TR VALUE LINE DIVID IN SHS 33734H106 1034 28891 SH SOLE 0 0 28891 GENERAL MLS INC COM 370334104 228 2970 SH SOLE 0 0 2970 GILEAD SCIENCES INC COM 375558103 244 3632 SH SOLE 0 0 3632 HCA HEALTHCARE INC COM 40412C101 338 1727 SH SOLE 0 0 1727 HEWLETT PACKARD ENTERPRISE C COM 42824C109 419 34987 SH SOLE 0 0 34987 HOLOGIC INC COM 436440101 256 3964 SH SOLE 0 0 3964 HOME DEPOT INC COM 437076102 746 2635 SH SOLE 0 0 2635 ILLINOIS TOOL WKS INC COM 452308109 394 2182 SH SOLE 0 0 2182 INTERNATIONAL BUSINESS MACHS COM 459200101 297 2450 SH SOLE 0 0 2450 INVESCO EXCH TRADED FD TR II S&P EMRNG MKTS 46138E297 6603 314564 SH SOLE 0 0 314564 INVESCO QQQ TR UNIT SER 1 46090E103 539 1975 SH SOLE 0 0 1975 ISHARES TR MBS ETF 464288588 247 2692 SH SOLE 0 0 2692 ISHARES TR RUSSELL 3000 ETF 464287689 639 3085 SH SOLE 0 0 3085 ISHARES TR HDG MSCI EAFE 46434V803 1634 54651 SH SOLE 0 0 54651 ISHARES TR 0-5 YR TIPS ETF 46429B747 209 2173 SH SOLE 0 0 2173 ISHARES TR S&P MC 400VL ETF 464287705 274 3047 SH SOLE 0 0 3047 ISHARES TR RUS MID CAP ETF 464287499 218 3514 SH SOLE 0 0 3514 ISHARES TR CORE S&P MCP ETF 464287507 230 1047 SH SOLE 0 0 1047 ISHARES TR RUSSELL 2000 ETF 464287655 207 1236 SH SOLE 0 0 1236 J P MORGAN EXCHANGE TRADED F ULTRA SHT MUNCPL 46641Q654 1285 25556 SH SOLE 0 0 25556 J P MORGAN EXCHANGE TRADED F DIVERSFD EQT ETF 46641Q845 1066 30132 SH SOLE 0 0 30132 J P MORGAN EXCHANGE TRADED F DIVERSFED RTRN 46641Q886 1421 18598 SH SOLE 0 0 18598 JOHNSON & JOHNSON COM 478160104 724 4433 SH SOLE 0 0 4433 JPMORGAN CHASE & CO COM 46625H100 1053 9804 SH SOLE 0 0 9804 L3HARRIS TECHNOLOGIES INC COM 502431109 273 1314 SH SOLE 0 0 1314 LILLY ELI & CO COM 532457108 584 1805 SH SOLE 0 0 1805 LITMAN GREGORY FDS TR IMGP DBI MANAGED 53700T827 745 21936 SH SOLE 0 0 21936 MARATHON PETE CORP COM 56585A102 551 5387 SH SOLE 0 0 5387 MASTERCARD INCORPORATED CL A 57636Q104 608 1982 SH SOLE 0 0 1982 MCDONALDS CORP COM 580135101 576 2412 SH SOLE 0 0 2412 MERCK & CO INC COM 58933Y105 459 5170 SH SOLE 0 0 5170 META PLATFORMS INC CL A 30303M102 423 3120 SH SOLE 0 0 3120 MICROSOFT CORP COM 594918104 3748 16043 SH SOLE 0 0 16043 MONDELEZ INTL INC CL A 609207105 253 4607 SH SOLE 0 0 4607 MOODYS CORP COM 615369105 321 1322 SH SOLE 0 0 1322 MORGAN STANLEY COM NEW 617446448 305 3863 SH SOLE 0 0 3863 NEXTERA ENERGY INC COM 65339F101 1748 22253 SH SOLE 0 0 22253 NU HLDGS LTD ORD SHS CL A G6683N103 72 16428 SH SOLE 0 0 16428 NVIDIA CORPORATION COM 67066G104 481 3761 SH SOLE 0 0 3761 PAYCOM SOFTWARE INC COM 70432V102 317 962 SH SOLE 0 0 962 PEPSICO INC COM 713448108 616 3696 SH SOLE 0 0 3696 PFIZER INC COM 717081103 603 13590 SH SOLE 0 0 13590 PHILIP MORRIS INTL INC COM 718172109 513 6118 SH SOLE 0 0 6118 PIMCO ETF TR ACTIVE BD ETF 72201R775 1175 13093 SH SOLE 0 0 13093 PROCTER AND GAMBLE CO COM 742718109 720 5667 SH SOLE 0 0 5667 S&P GLOBAL INC COM 78409V104 715 2314 SH SOLE 0 0 2314 SALESFORCE INC COM 79466L302 569 3927 SH SOLE 0 0 3927 SERVICE CORP INTL COM 817565104 521 9016 SH SOLE 0 0 9016 SPDR INDEX SHS FDS PORTFOLIO DEVLPD 78463X889 578 22420 SH SOLE 0 0 22420 SPDR S&P 500 ETF TR TR UNIT 78462F103 4395 12305 SH SOLE 0 0 12305 SPDR SER TR RUSSELL YIELD 78468R770 477 5724 SH SOLE 0 0 5724 SPDR SER TR PORTFOLIO INTRMD 78464A375 234 7484 SH SOLE 0 0 7484 SPDR SER TR PRTFLO S&P500 GW 78464A409 613 12229 SH SOLE 0 0 12229 SUNRUN INC COM 86771W105 304 11022 SH SOLE 0 0 11022 T-MOBILE US INC COM 872590104 1220 8982 SH SOLE 0 0 8982 TESLA INC COM 88160R101 854 3218 SH SOLE 0 0 3218 THERMO FISHER SCIENTIFIC INC COM 883556102 668 1293 SH SOLE 0 0 1293 TJX COS INC NEW COM 872540109 389 5991 SH SOLE 0 0 5991 TRUIST FINL CORP COM 89832Q109 297 6819 SH SOLE 0 0 6819 UNITED PARCEL SERVICE INC CL B 911312106 315 1950 SH SOLE 0 0 1950 UNITEDHEALTH GROUP INC COM 91324P102 824 1622 SH SOLE 0 0 1622 VANGUARD BD INDEX FDS TOTAL BND MRKT 921937835 221 3093 SH SOLE 0 0 3093 VANGUARD INDEX FDS TOTAL STK MKT 922908769 250 1394 SH SOLE 0 0 1394 VANGUARD INDEX FDS S&P 500 ETF SHS 922908363 289 882 SH SOLE 0 0 882 VERISK ANALYTICS INC COM 92345Y106 752 4407 SH SOLE 0 0 4407 VERIZON COMMUNICATIONS INC COM 92343V104 388 10209 SH SOLE 0 0 10209 VISA INC COM CL A 92826C839 940 5113 SH SOLE 0 0 5113 WALMART INC COM 931142103 232 1744 SH SOLE 0 0 1744 WASTE CONNECTIONS INC COM 94106B101 795 5865 SH SOLE 0 0 5865 WASTE MGMT INC DEL COM 94106L109 315 1966 SH SOLE 0 0 1966 WELLS FARGO CO NEW COM 949746101 716 17812 SH SOLE 0 0 17812 WISDOMTREE TR US SMALLCAP FUND 97717W562 384 9806 SH SOLE 0 0 9806 WISDOMTREE TR US QTLY DIV GRT 97717X669 2902 53832 SH SOLE 0 0 53832 XCEL ENERGY INC COM 98389B100 250 3904 SH SOLE 0 0 3904 ZOETIS INC CL A 98978V103 492 3327 SH SOLE 0 0 3327