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INSTITUTIONS
CIK 0001697716
LWM ADVISORY SERVICES, LLC
Latest 13F filing data - Q2 2026
Holdings
(Top positions)
STOCK
TICKER
SHARES HELD
▲
▼
VALUE
▲
▼
FirstEnergy Corp.
FE
11.31K
$537.63K
Apple Inc.
AAPL
15.5K
$4.48M
AT&T Inc.
T
19.12K
$395.7K
Nu Holdings Ltd.
NU
30.21K
$403.61K