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LM Advisors

Latest statistics and disclosures from LM Advisors's latest quarterly 13F-HR filing:

Top 5 stock holdings are AMZN, VOO, SPY, OMFL, AAPL, and represent 34.71% of LM Advisors's stock portfolio.
Added to shares of these 10 stocks: WFC.PL, NVDA, BMEZ, RSP, YMAR, SBAC, RSPH, HUM, MA, EWJ.
Started 16 new stock positions in FCX, ETHE, ACP, BMEZ, SDVY, VOT, YMAR, AMD, PANW, MSDL. XLE, FMAR, BSX, RSPH, HUM, WFC.PL.
Reduced shares in these 10 stocks: VOO (-$27M), AAPL (-$13M), AMZN (-$8.3M), BRK.A (-$6.2M), COST, BRK.B, XLF, IEFA, OMFL, BBDC.
Sold out of its positions in Adobe Sys Inc option, BABA, Alibaba Group Hldg, Alphabet Inc-cl C, Amazon Com Inc option, Amazon Com Inc option, AMP, Apple Inc option, ANET, ADSK.
LM Advisors was a net seller of stock by $-119M.
LM Advisors has $492M in assets under management (AUM), dropping by -13.48%.
Central Index Key (CIK): 0002011314

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Portfolio Holdings for LM Advisors

LM Advisors holds 171 positions in its portfolio as reported in the September 2024 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Amazon (AMZN)	9.0	$44M	-15%	242k	183.30	View chart
Vanguard Index Fds S&p 500 Etf Etf (VOO)	7.8	$38M	-40%	73k	524.39	View chart
Spdr S&p 500 Etf Tr Tr Unit Etf (SPY)	6.7	$33M	-5%	57k	573.76	View chart
Invesco Exch Trd Slf Idx Fd Rusl 1000 Dynm Etf (OMFL)	6.1	$30M	-10%	581k	52.09	View chart
Apple (AAPL)	5.0	$25M	-34%	107k	233.00	View chart
Alphabet Inc Cap Stk Cl C Cl C (GOOG)	4.6	$23M	-8%	136k	167.19	View chart
Vanguard Specialized Funds Div App Etf Etf (VIG)	3.4	$17M		85k	195.04	View chart
Microsoft Corporation (MSFT)	3.2	$16M	-14%	37k	430.29	View chart
Invesco Qqq Tr Unit Ser 1 Etf (QQQ)	3.0	$15M	-6%	31k	487.59	View chart
Vanguard Index Fds Total Stk Mkt Etf (VTI)	2.1	$10M	-10%	36k	283.17	View chart
Alphabet Inc Cap Stk Cl A Cl A (GOOGL)	1.7	$8.3M	-14%	50k	165.86	View chart
Meta Platforms Inc Cl A Cl A (META)	1.6	$7.9M	-2%	14k	572.41	View chart
Berkshire Hathaway Inc Del Cl A Cl A (BRK.A)	1.5	$7.6M	-45%	11.00	691181.82	View chart
Vanguard World Fd Health Car Etf Etf (VHT)	1.5	$7.6M	-20%	28k	270.14	View chart
Invesco Exchange Traded Fd T S&p500 Eql Wgt Etf (RSP)	1.4	$7.0M	+22%	41k	171.26	View chart
Berkshire Hathaway Inc Del Cl B Cl B (BRK.B)	1.3	$6.6M	-37%	14k	460.23	View chart
Vanguard Bd Index Fds Short Trm Bond Etf (BSV)	1.2	$5.9M		75k	78.69	View chart
Spdr Dow Jones Indl Average Ut Ser 1 Etf (DIA)	1.1	$5.5M	-2%	13k	419.35	View chart
First Tr Exchng Traded Fd Vi Ft Vest Int Eq M Etf (YSEP)	0.9	$4.6M		203k	22.82	View chart
Vanguard Index Fds Real Estate Etf Etf (VNQ)	0.9	$4.4M	-11%	47k	95.04	View chart
Wells Fargo Co New Perp Pfd Cnv A PFD (WFC.PL)	0.9	$4.4M	NEW	3.4k	1282.29	View chart
Eli Lilly & Co. (LLY)	0.9	$4.3M	-8%	4.9k	885.95	View chart
Ishares Tr U.s. Med Dvc Etf Etf (IHI)	0.9	$4.2M	-18%	71k	59.22	View chart
salesforce (CRM)	0.9	$4.2M	-36%	15k	273.73	View chart
Select Sector Spdr Tr Sbi Healthcare Etf (XLV)	0.9	$4.2M	-9%	27k	154.02	View chart
Nuveen Div. Advantage Muni. Fund (NAD)	0.8	$4.0M		325k	12.38	View chart
Nuveen CA Dividend Advantage Muni. Fund (NAC)	0.8	$4.0M		335k	11.89	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt Etf (FFEB)	0.8	$3.9M	-8%	80k	48.56	View chart
NVIDIA Corporation (NVDA)	0.8	$3.8M	+836%	32k	121.45	View chart
Wal-Mart Stores (WMT)	0.7	$3.6M		45k	80.76	View chart
Ishares Inc Core Msci Emkt Etf (IEMG)	0.7	$3.6M	-8%	63k	57.40	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf Etf (VWO)	0.7	$3.3M	-10%	68k	47.85	View chart
JPMorgan Chase & Co. (JPM)	0.6	$3.2M	-5%	15k	210.85	View chart
Invesco Exch Traded Fd Tr Ii S&p500 Hdl Vol Etf (SPHD)	0.6	$3.0M	-3%	59k	50.56	View chart
First Tr Exchng Traded Fd Vi Ft Vest U.s Etf (XJUN)	0.6	$2.9M	-25%	84k	34.96	View chart
Oracle Corporation (ORCL)	0.6	$2.9M		17k	170.38	View chart
Sba Communications Corp New Cl A Cl A (SBAC)	0.6	$2.8M	+73%	12k	240.70	View chart
UnitedHealth (UNH)	0.5	$2.6M	-6%	4.5k	584.67	View chart
Ishares Gold Tr Ishares Etf (IAU)	0.5	$2.6M		52k	49.71	View chart
Visa Inc Com Cl A Cl A (V)	0.5	$2.5M	-38%	9.3k	274.92	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt Etf (GJAN)	0.5	$2.4M		64k	37.85	View chart
Tesla Motors (TSLA)	0.5	$2.4M	-10%	9.2k	261.60	View chart
Mastercard Incorporated Cl A Cl A (MA)	0.5	$2.4M	+52%	4.9k	493.81	View chart
Essex Property Trust (ESS)	0.5	$2.3M	-6%	7.9k	295.45	View chart
Select Sector Spdr Tr Sbi Int-utils Etf (XLU)	0.5	$2.3M	-10%	30k	77.16	View chart
Vanguard Index Fds Value Etf Etf (VTV)	0.4	$2.1M	-21%	14k	157.35	View chart
Thermo Fisher Scientific (TMO)	0.4	$2.0M	+12%	3.2k	618.45	View chart
Bank of America Corporation (BAC)	0.4	$2.0M	+2%	50k	39.69	View chart
BlackRock Insured Municipal Income Trust (BYM)	0.4	$1.9M	-3%	158k	12.04	View chart
Ishares Inc Msci Jpn Etf Etf (EWJ)	0.4	$1.9M	+76%	26k	71.53	View chart
Qualcomm (QCOM)	0.4	$1.8M	-22%	11k	170.06	View chart
Ishares Tr Core Msci Eafe Etf (IEFA)	0.4	$1.8M	-66%	23k	78.04	View chart
Blackrock Science & Technolo Shs Ben Int SHS (BSTZ)	0.4	$1.8M	-36%	92k	19.20	View chart
Ishares Tr Core S&p500 Etf Etf (IVV)	0.4	$1.7M	-38%	3.0k	576.95	View chart
Costco Wholesale Corporation (COST)	0.3	$1.7M	-72%	1.7k	990.05	View chart
Goldman Sachs (GS)	0.3	$1.7M	-5%	3.4k	495.11	View chart
Palantir Technologies Inc Cl A Cl A (PLTR)	0.3	$1.6M		42k	37.20	View chart
Chevron Corporation (CVX)	0.3	$1.5M	+30%	11k	147.26	View chart
Invesco Exch Trd Slf Idx Fd Bulshs 2024 Cb Etf (BSCO)	0.3	$1.5M	-16%	73k	21.12	View chart
Ishares Tr Short Treas Bd Etf (SHV)	0.3	$1.5M	-35%	14k	110.60	View chart
Vanguard World Fd Inf Tech Etf Etf (VGT)	0.3	$1.5M		2.5k	586.72	View chart
Nextera Energy (NEE)	0.3	$1.4M	-4%	17k	84.56	View chart
Verizon Communications (VZ)	0.3	$1.4M	-9%	31k	44.90	View chart
Merck & Co (MRK)	0.3	$1.4M	-14%	12k	113.54	View chart
Blackrock Health Sciencs Tr (BMEZ)	0.3	$1.4M	NEW	85k	15.84	View chart
Walt Disney Company (DIS)	0.3	$1.3M	-15%	14k	96.19	View chart
Johnson & Johnson (JNJ)	0.3	$1.3M	-17%	7.9k	162.09	View chart
Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp Etf (MDY)	0.3	$1.3M	+3%	2.3k	569.72	View chart
Select Sector Spdr Tr Financial Etf (XLF)	0.3	$1.3M	-74%	28k	45.31	View chart
Wisdomtree Tr Us Qtly Div Grt Etf (DGRW)	0.2	$1.2M	+16%	15k	83.20	View chart
First Tr Exchng Traded Fd Vi Ft Vest Inter Eq Etf (YMAR)	0.2	$1.2M	NEW	50k	24.26	View chart
Invesco Exchange Traded Fd T S&p500 Eql Hlt Etf (RSPH)	0.2	$1.2M	NEW	37k	32.23	View chart
Humana (HUM)	0.2	$1.1M	NEW	3.4k	316.76	View chart
BlackRock (BLK)	0.2	$1.1M	+42%	1.1k	949.33	View chart
Sofi Technologies (SOFI)	0.2	$1.0M	-7%	133k	7.86	View chart
Home Depot (HD)	0.2	$976k		2.4k	405.32	View chart
Realty Income (O)	0.2	$962k	+262%	15k	63.45	View chart
Ishares Tr Calif Mun Bd Etf Etf (CMF)	0.2	$945k	-5%	16k	58.10	View chart
Netflix (NFLX)	0.2	$922k	-34%	1.3k	709.23	View chart
Citigroup (C)	0.2	$907k	-14%	15k	62.59	View chart
Paypal Holdings (PYPL)	0.2	$901k	-67%	12k	78.04	View chart
Spdr Ser Tr S&p Biotech Etf (XBI)	0.2	$873k	-62%	8.8k	98.82	View chart
Lockheed Martin Corporation (LMT)	0.2	$868k	+11%	1.5k	584.51	View chart
Coca-Cola Company (KO)	0.2	$865k	-32%	12k	71.84	View chart
Northrop Grumman Corporation (NOC)	0.2	$853k	+58%	1.6k	527.85	View chart
Ishares Tr Ishares Biotech Etf (IBB)	0.2	$845k	-16%	6.7k	126.61	View chart
Invesco Exch Trd Slf Idx Fd Invt Grd Defsv Etf (IIGD)	0.2	$833k	-6%	34k	24.75	View chart
Columbia Etf Tr I Multi Sec Muni Etf (MUST)	0.2	$829k		40k	20.78	View chart
Blackstone Group Inc Com Cl A (BX)	0.2	$791k	-30%	5.2k	153.21	View chart
Spdr Gold Tr Gold Etf (GLD)	0.2	$786k	-9%	3.2k	243.04	View chart
Morgan Stanley Direct Le (MSDL)	0.2	$781k	NEW	40k	19.77	View chart
Exxon Mobil Corporation (XOM)	0.2	$772k	-17%	7.4k	104.82	View chart
Ishares Tr Core S&p Mcp Etf Etf (IJH)	0.2	$767k	-5%	12k	62.36	View chart
First Tr Exchng Traded Fd Vi Ft Vest U.s Eqt Etf (GJUN)	0.2	$751k	-26%	21k	35.41	View chart
KLA-Tencor Corporation (KLAC)	0.2	$744k		961.00	774.19	View chart
Aberdeen Income Cred Strat (ACP)	0.1	$731k	NEW	110k	6.62	View chart
Palo Alto Networks (PANW)	0.1	$709k	NEW	2.1k	341.69	View chart
Prologis (PLD)	0.1	$701k	+70%	5.6k	126.26	View chart
Invesco Exchange Traded Fd T Aerospace Defn Etf (PPA)	0.1	$690k		6.0k	115.00	View chart
Ishares Tr Rus 1000 Grw Etf Etf (IWF)	0.1	$687k		1.8k	375.20	View chart
Nuveen Dynamic (NDMO)	0.1	$669k		60k	11.21	View chart
Blackstone Secd Lending (BXSL)	0.1	$647k	-26%	22k	29.29	View chart
First Tr Exchange Traded Fd Nasdaq Cyb Etf Etf (CIBR)	0.1	$625k	-29%	12k	50.72	View chart
Moderna (MRNA)	0.1	$618k	+5%	9.2k	66.82	View chart
McDonald's Corporation (MCD)	0.1	$615k		2.0k	304.46	View chart
Pfizer (PFE)	0.1	$601k	-42%	21k	28.96	View chart
Ishares Tr Us Aer Def Etf Etf (ITA)	0.1	$596k	+5%	4.0k	149.64	View chart
Morgan Stanley (MS)	0.1	$596k	-71%	5.7k	104.18	View chart
Crowdstrike Hldgs Inc Cl A Cl A (CRWD)	0.1	$596k	-19%	2.1k	280.47	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt Etf (FJUL)	0.1	$577k		12k	48.08	View chart
Vanguard Mun Bd Fds Tax Exempt Bd Etf (VTEB)	0.1	$570k		11k	51.10	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt Etf (FMAR)	0.1	$563k	NEW	13k	42.28	View chart
American Express Company (AXP)	0.1	$559k	-57%	2.1k	271.49	View chart
International Business Machines (IBM)	0.1	$557k		2.5k	221.03	View chart
Enterprise Financial Services (EFSC)	0.1	$555k		11k	51.24	View chart
Ea Series Trust Altrius Gbl Div Etf (DIVD)	0.1	$552k	+44%	16k	34.14	View chart
Abbott Laboratories (ABT)	0.1	$551k	-42%	4.8k	114.03	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt Etf (XMAR)	0.1	$546k		15k	35.50	View chart
Vanguard Intl Equity Index F Ftse Europe Etf Etf (VGK)	0.1	$523k	-10%	7.4k	71.04	View chart
Ishares Bitcoin Trust Etf Shs Ben Int Etf (IBIT)	0.1	$481k	+2%	13k	36.15	View chart
Ishares Tr Rus 1000 Val Etf Etf (IWD)	0.1	$477k		2.5k	189.66	View chart
Vanguard Index Fds Mcap Gr Idxvip Etf (VOT)	0.1	$475k	NEW	2.0k	243.59	View chart
Boeing Company (BA)	0.1	$475k		3.1k	152.10	View chart
Blackrock MuniHoldings CA Insrd Fnd (MUC)	0.1	$468k		41k	11.53	View chart
S&p Global (SPGI)	0.1	$468k		905.00	517.13	View chart
Target Corporation (TGT)	0.1	$468k	-39%	3.0k	156.00	View chart
Vanguard Index Fds Extend Mkt Etf Etf (VXF)	0.1	$460k	-5%	2.7k	171.07	View chart
Columbia Etf Tr I Resh Enhnc Cor Etf (RECS)	0.1	$456k	+46%	16k	27.73	View chart
Nike Inc Cl B Cl B (NKE)	0.1	$447k	-20%	5.1k	88.32	View chart
Adobe Systems Incorporated (ADBE)	0.1	$433k	-62%	837.00	517.32	View chart
Ishares Tr Russell 2000 Etf Etf (IWM)	0.1	$387k	-78%	1.8k	221.02	View chart
Procter & Gamble Company (PG)	0.1	$382k	-2%	2.2k	173.32	View chart
Lauder Estee Cos Inc Cl A Cl A (EL)	0.1	$375k	-55%	3.8k	99.73	View chart
First Tr Exchng Traded Fd Vi Ft Vest U.s Eqt Etf (GMAR)	0.1	$367k	+24%	10k	36.70	View chart
Shopify Inc Cl A Cl A (SHOP)	0.1	$361k	-8%	4.5k	80.22	View chart
Direxion Shs Etf Tr Dly Scond 3xbu Etf (SOXL)	0.1	$359k	+117%	9.8k	36.63	View chart
First Tr Exchange-traded Fd Smid Risng Etf Etf (SDVY)	0.1	$359k	NEW	9.9k	36.34	View chart
Pepsi (PEP)	0.1	$347k	-32%	2.0k	169.85	View chart
Raytheon Technologies Corp (RTX)	0.1	$342k	-7%	2.8k	121.32	View chart
Advanced Micro Devices (AMD)	0.1	$338k	NEW	2.1k	163.84	View chart
Ishares Tr Russell 3000 Etf Etf (IWV)	0.1	$327k		1.0k	326.67	View chart
Ishares Tr Ishares Semicdtr Etf (SOXX)	0.1	$327k		1.4k	230.77	View chart
MercadoLibre (MELI)	0.1	$317k	-13%	154.00	2058.44	View chart
Freeport-mcmoran Inc Cl B Cl B (FCX)	0.1	$304k	NEW	6.1k	49.92	View chart
Check Point Software Tech Lt Ord Ord (CHKP)	0.1	$289k		1.5k	192.67	View chart
Ishares Tr Expnd Tec Sc Etf Etf (IGM)	0.1	$288k		3.0k	96.00	View chart
Spdr Ser Tr S&p Divid Etf Etf (SDY)	0.1	$284k		2.0k	142.00	View chart
Bank of New York Mellon Corporation (BK)	0.1	$282k		3.9k	71.81	View chart
Ishares Tr Msci Emg Mkt Etf Etf (EEM)	0.1	$276k		6.0k	45.92	View chart
Edwards Lifesciences (EW)	0.1	$264k		4.0k	65.98	View chart
Phillips 66 (PSX)	0.1	$263k		2.0k	131.50	View chart
Ishares Tr Core Div Grwth Etf (DGRO)	0.1	$263k		4.2k	62.68	View chart
Spdr Index Shs Fds Euro Stoxx 50 Etf (FEZ)	0.1	$254k		4.8k	53.28	View chart
American Tower Reit (AMT)	0.1	$249k	-63%	1.1k	232.28	View chart
Grayscale Ethereum Tr Eth SHS (ETHE)	0.1	$246k	NEW	11k	21.89	View chart
Asml Holding N V N Y Registry SHS (ASML)	0.0	$243k		292.00	832.19	View chart
GSK Adr (GSK)	0.0	$239k	-49%	5.9k	40.81	View chart
Ishares Tr Core S&p Ttl Stk Etf (ITOT)	0.0	$237k		1.9k	125.53	View chart
Servicenow (NOW)	0.0	$234k	-74%	261.00	896.55	View chart
Blackrock Innovation And Grw Shs Ben Int SHS (BIGZ)	0.0	$234k	-24%	31k	7.54	View chart
O'reilly Automotive (ORLY)	0.0	$230k		200.00	1150.00	View chart
Boston Scientific Corporation (BSX)	0.0	$226k	NEW	2.7k	83.70	View chart
Ishares Tr Core S&p Scp Etf Etf (IJR)	0.0	$225k		1.9k	116.76	View chart
Crown Castle Intl (CCI)	0.0	$224k		1.9k	118.77	View chart
Select Sector Spdr Tr Energy Etf (XLE)	0.0	$223k	NEW	2.5k	87.66	View chart
BlackRock Ltd. Duration Income Trust (BLW)	0.0	$215k	-11%	15k	14.45	View chart
Hercules Technology Growth Capital (HTGC)	0.0	$214k	-8%	11k	19.63	View chart
Doubleline Yield (DLY)	0.0	$208k	-22%	13k	16.62	View chart
State Street Corporation (STT)	0.0	$206k	-16%	2.3k	88.41	View chart
Starwood Property Trust (STWD)	0.0	$204k		10k	20.43	View chart
Applied Materials (AMAT)	0.0	$202k	-72%	1.0k	202.00	View chart

Past Filings by LM Advisors

SEC 13F filings are viewable for LM Advisors going back to 2023

LM Advisors 2024 Q3 filed Nov. 7, 2024
LM Advisors 2024 Q1 filed May 15, 2024
LM Advisors 2023 Q4 filed Feb. 14, 2024

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