LWM ADVISORY SERVICES, LLC
Latest 13F filing data - Q4 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | AAPL | 31K | $8.51M |
 | NU | 30K | $505.71K |
 | NVDA | 26K | $4.81M |
 | AMZN | 17K | $3.82M |
 | FE | 12K | $533.21K |
 | USCB | 12K | $214.97K |
 | KD | 11K | $282.81K |
 | BRK-B | 10K | $5.15M |
 | YPF | 10K | $346.38K |
 | MSFT | 8K | $4.07M |
 | NEE | 8K | $657.89K |
 | TIGO | 8K | $442.30K |
 | GOOG | 8K | $2.49M |
 | BIPC | 7K | $323.20K |
 | SCI | 5K | $414.33K |
 | NDAQ | 5K | $454.18K |
 | GOOGL | 4K | $1.40M |
 | JPM | 4K | $1.40M |
 | PAM | 4K | $373.33K |
 | BX | 3K | $488.01K |
Apple Inc.
AAPL
Shares Held
31K
Value
$8.51M
Nu Holdings Ltd.
NU
Shares Held
30K
Value
$505.71K
NVIDIA Corporation
NVDA
Shares Held
26K
Value
$4.81M
Amazon.com, Inc.
AMZN
Shares Held
17K
Value
$3.82M
FirstEnergy Corp.
FE
Shares Held
12K
Value
$533.21K
USCB Financial Holdings, Inc.
USCB
Shares Held
12K
Value
$214.97K
Kyndryl Holdings, Inc.
KD
Shares Held
11K
Value
$282.81K
Berkshire Hathaway Inc.
BRK-B
Shares Held
10K
Value
$5.15M
YPF Sociedad Anónima
YPF
Shares Held
10K
Value
$346.38K
Microsoft Corporation
MSFT
Shares Held
8K
Value
$4.07M
NextEra Energy, Inc.
NEE
Shares Held
8K
Value
$657.89K
Millicom International Cellular S.A.
TIGO
Shares Held
8K
Value
$442.30K
Alphabet Inc.
GOOG
Shares Held
8K
Value
$2.49M
Brookfield Infrastructure Corporation
BIPC
Shares Held
7K
Value
$323.20K
Service Corporation International
SCI
Shares Held
5K
Value
$414.33K
Nasdaq, Inc.
NDAQ
Shares Held
5K
Value
$454.18K
Alphabet Inc.
GOOGL
Shares Held
4K
Value
$1.40M
JPMorgan Chase & Co.
JPM
Shares Held
4K
Value
$1.40M
Pampa Energía S.A.
PAM
Shares Held
4K
Value
$373.33K
Blackstone Inc.
BX
Shares Held
3K
Value
$488.01K