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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, GOOG, and represent 33.78% of LM Advisors's stock portfolio.
Added to shares of these 10 stocks: Coinbase Global (+$18M), AVGO, COST, OMFL, VOO, RSP, SOXL, OBDE, VIG, IBM.
Started 30 new stock positions in GILD, COP, ETHA, KBWB, TXN, BABA, BKR, MCHP, AMGN, AVGO.
Reduced shares in these 10 stocks: AAPL, Bsco etf, SBAC, JPM, HUM, , PLTR, WMT, MA, CVX.
Sold out of its positions in AMAT, BlackRock, BLW, BIGZ, CCI, DLY, EW, GSK, ETHE, HUM. Bsco etf, EL, MRNA, NOC, STWD.
LM Advisors was a net buyer of stock by $47M.
LM Advisors has $559M in assets under management (AUM), dropping by 13.61%.
Central Index Key (CIK): 0002011314

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Positions held by LM Advisors consolidated in one spreadsheet with up to 7 years of data

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Portfolio Holdings for LM Advisors

LM Advisors holds 186 positions in its portfolio as reported in the December 2024 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Amazon (AMZN)	9.6	$53M		244k	219.39	View chart
Vanguard Index Fds S&p 500 Etf Etf (VOO)	7.4	$42M	+5%	77k	538.79	View chart
Spdr S&p 500 Etf Tr Tr Unit Etf (SPY)	6.1	$34M		58k	588.05	View chart
Invesco Exch Trd Slf Idx Fd Rusl 1000 Dynm Etf (OMFL)	6.1	$34M	+7%	626k	54.23	View chart
Alphabet Inc Cap Stk Cl C Cl C (GOOG)	4.6	$26M		135k	190.44	View chart
Apple (AAPL)	4.4	$24M	-8%	97k	250.42	View chart
Vanguard Specialized Funds Div App Etf Etf (VIG)	3.3	$18M	+10%	94k	195.83	View chart
Coinbase Global Inc Calls Op	3.2	$18M	NEW	60k	300.00	View chart
Invesco Qqq Tr Unit Ser 1 Etf (QQQ)	2.8	$16M		31k	511.23	View chart
Microsoft Corporation (MSFT)	2.8	$16M		37k	421.51	View chart
Vanguard Index Fds Total Stk Mkt Etf (VTI)	1.9	$10M		36k	289.80	View chart
Alphabet Inc Cap Stk Cl A Cl A (GOOGL)	1.7	$9.3M		49k	189.29	View chart
Invesco Exchange Traded Fd T S&p500 Eql Wgt Etf (RSP)	1.6	$9.0M	+25%	51k	175.23	View chart
Vanguard World Fd Health Car Etf Etf (VHT)	1.5	$8.4M	+17%	33k	253.68	View chart
Meta Platforms Inc Cl A Cl A (META)	1.4	$7.9M	-2%	13k	585.48	View chart
Berkshire Hathaway Inc Del Cl A Cl A (BRK.A)	1.2	$6.8M	-9%	10.00	680900.00	View chart
Berkshire Hathaway Inc Del Cl B Cl B (BRK.B)	1.2	$6.5M		14k	453.30	View chart
salesforce (CRM)	1.0	$5.8M	+13%	17k	334.73	View chart
Vanguard Bd Index Fds Short Trm Bond Etf (BSV)	1.0	$5.8M		75k	77.27	View chart
Spdr Dow Jones Indl Average Ut Ser 1 Etf (DIA)	1.0	$5.8M		14k	426.74	View chart
Eli Lilly & Co. (LLY)	0.8	$4.7M	+25%	6.1k	772.08	View chart
Costco Wholesale Corporation (COST)	0.8	$4.4M	+183%	4.8k	916.27	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt Etf (FFEB)	0.8	$4.4M	+9%	88k	49.77	View chart
Ishares Tr U.s. Med Dvc Etf Etf (IHI)	0.8	$4.3M	+4%	74k	58.34	View chart
NVIDIA Corporation (NVDA)	0.8	$4.2M		32k	134.29	View chart
First Tr Exchng Traded Fd Vi Ft Vest Int Eq M Etf (YSEP)	0.7	$4.2M	-5%	192k	21.70	View chart
Wells Fargo Co New Perp Pfd Cnv A Conv (WFC.PL)	0.7	$4.1M		3.4k	1194.36	View chart
Vanguard Index Fds Real Estate Etf Etf (VNQ)	0.7	$4.1M		46k	89.08	View chart
Select Sector Spdr Tr Sbi Healthcare Etf (XLV)	0.7	$3.8M	+2%	28k	137.56	View chart
Nuveen CA Dividend Advantage Muni. Fund (NAC)	0.7	$3.8M		339k	11.29	View chart
Tesla Motors (TSLA)	0.7	$3.7M		9.1k	403.87	View chart
Nuveen Div. Advantage Muni. Fund (NAD)	0.7	$3.7M	-3%	314k	11.66	View chart
First Tr Exchng Traded Fd Vi Ft Vest U.s Etf (XJUN)	0.7	$3.7M	+12%	95k	38.63	View chart
Ishares Inc Core Msci Emkt Etf (IEMG)	0.6	$3.6M	+8%	68k	52.23	View chart
Broadcom (AVGO)	0.6	$3.3M	NEW	14k	231.84	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf Etf (VWO)	0.6	$3.2M	+4%	72k	44.03	View chart
Wal-Mart Stores (WMT)	0.6	$3.1M	-23%	34k	90.56	View chart
Vanguard Index Fds Value Etf Etf (VTV)	0.5	$2.9M	+28%	17k	169.29	View chart
Oracle Corporation (ORCL)	0.5	$2.9M		17k	166.67	View chart
Invesco Exch Traded Fd Tr Ii S&p500 Hdl Vol Etf (SPHD)	0.5	$2.8M		58k	48.31	View chart
Ishares Gold Tr Ishares Etf (IAU)	0.5	$2.6M		52k	49.52	View chart
UnitedHealth (UNH)	0.4	$2.5M	+10%	5.0k	505.96	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt Etf (GJAN)	0.4	$2.4M		63k	38.64	View chart
JPMorgan Chase & Co. (JPM)	0.4	$2.4M	-34%	9.9k	239.75	View chart
Visa Inc Com Cl A Cl A (V)	0.4	$2.3M	-20%	7.4k	316.12	View chart
Bank of America Corporation (BAC)	0.4	$2.3M	+3%	52k	43.95	View chart
Essex Property Trust (ESS)	0.4	$2.2M		7.7k	285.36	View chart
Palantir Technologies Inc Cl A Cl A (PLTR)	0.4	$2.2M	-31%	29k	75.63	View chart
Select Sector Spdr Tr Sbi Int-utils Etf (XLU)	0.4	$2.1M	-5%	28k	75.70	View chart
Direxion Shs Etf Tr Dly Scond 3xbu Etf (SOXL)	0.4	$2.1M	+667%	75k	27.31	View chart
Goldman Sachs (GS)	0.4	$2.0M	+5%	3.6k	572.51	View chart
Merck & Co (MRK)	0.4	$2.0M	+63%	20k	100.27	View chart
Home Depot (HD)	0.4	$2.0M	+111%	5.1k	389.01	View chart
Sofi Technologies (SOFI)	0.4	$2.0M	-3%	128k	15.40	View chart
Qualcomm (QCOM)	0.3	$1.9M	+16%	13k	153.62	View chart
BlackRock Insured Municipal Income Trust (BYM)	0.3	$1.9M	+7%	171k	10.85	View chart
International Business Machines (IBM)	0.3	$1.8M	+231%	8.4k	219.79	View chart
Ishares Tr Core S&p500 Etf Etf (IVV)	0.3	$1.8M	+2%	3.1k	588.54	View chart
Ishares Tr Core Msci Eafe Etf (IEFA)	0.3	$1.8M	+8%	25k	70.27	View chart
Johnson & Johnson (JNJ)	0.3	$1.8M	+54%	12k	144.63	View chart
Ishares Inc Msci Jpn Etf Etf (EWJ)	0.3	$1.8M		26k	67.10	View chart
Blue Owl Cap Corp Iii (OBDE)	0.3	$1.7M	NEW	118k	14.42	View chart
Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp Etf (MDY)	0.3	$1.6M	+25%	2.8k	571.58	View chart
Mastercard Incorporated Cl A Cl A (MA)	0.3	$1.6M	-37%	3.1k	526.70	View chart
Vanguard World Fd Inf Tech Etf Etf (VGT)	0.3	$1.5M		2.5k	621.98	View chart
Select Sector Spdr Tr Financial Etf (XLF)	0.3	$1.5M	+13%	32k	48.34	View chart
Ishares Tr Short Treas Bd Etf (SHV)	0.3	$1.5M		14k	110.08	View chart
Blackrock Science & Technolo Shs Ben Int Etf (BSTZ)	0.3	$1.5M	-22%	71k	20.71	View chart
Thermo Fisher Scientific (TMO)	0.3	$1.5M	-12%	2.8k	520.54	View chart
Walt Disney Company (DIS)	0.3	$1.5M	-3%	13k	111.86	View chart
McDonald's Corporation (MCD)	0.3	$1.5M	+148%	5.0k	289.92	View chart
First Tr Exchng Traded Fd Vi Ft Vest Inter Eq Etf (YMAR)	0.2	$1.4M	+19%	60k	22.78	View chart
Wisdomtree Tr Us Qtly Div Grt Etf (DGRW)	0.2	$1.3M	+8%	16k	80.98	View chart
Paypal Holdings (PYPL)	0.2	$1.3M	+27%	15k	85.35	View chart
Procter & Gamble Company (PG)	0.2	$1.2M	+236%	7.4k	167.70	View chart
Emerson Electric (EMR)	0.2	$1.2M	NEW	9.6k	123.95	View chart
Citigroup (C)	0.2	$1.2M	+15%	17k	70.38	View chart
Verizon Communications (VZ)	0.2	$1.1M	-9%	28k	40.00	View chart
Darden Restaurants (DRI)	0.2	$1.1M	NEW	6.1k	186.75	View chart
First Tr Exchng Traded Fd Vi Ft Vest U.s Eqt Etf (GJUN)	0.2	$1.1M	+47%	31k	36.02	View chart
Gilead Sciences (GILD)	0.2	$1.1M	NEW	12k	92.38	View chart
Sba Communications Corp New Cl A Cl A (SBAC)	0.2	$1.1M	-54%	5.4k	203.79	View chart
Invesco Exchange Traded Fd T S&p500 Eql Hlt Etf (RSPH)	0.2	$1.1M		37k	29.31	View chart
Pepsi (PEP)	0.2	$1.1M	+240%	7.0k	153.37	View chart
Paccar (PCAR)	0.2	$1.0M	NEW	9.5k	107.03	View chart
Automatic Data Processing (ADP)	0.2	$981k	NEW	3.3k	294.24	View chart
Nextera Energy (NEE)	0.2	$981k	-17%	14k	71.72	View chart
Texas Instruments Incorporated (TXN)	0.2	$970k	NEW	5.2k	187.55	View chart
Ishares Tr Calif Mun Bd Etf Etf (CMF)	0.2	$932k		16k	57.30	View chart
Ishares Tr Ishares Biotech Etf (IBB)	0.2	$915k	+3%	6.9k	132.24	View chart
Exxon Mobil Corporation (XOM)	0.2	$880k	+11%	8.2k	107.53	View chart
Eaton Corp Adr (ETN)	0.2	$880k	NEW	2.7k	331.82	View chart
Blackrock (BLK)	0.2	$879k	NEW	857.00	1025.67	View chart
Blackrock Health Sciencs Tr (BMEZ)	0.2	$872k	-28%	61k	14.40	View chart
Illinois Tool Works (ITW)	0.2	$866k	NEW	3.4k	255.16	View chart
Alibaba Group Hldg Adr (BABA)	0.2	$855k	NEW	10k	84.83	View chart
Blackstone Group Inc Com Cl A (BX)	0.1	$838k	-5%	4.9k	172.32	View chart
United Parcel Service Inc Cl B Cl B (UPS)	0.1	$830k	NEW	6.6k	126.14	View chart
Columbia Etf Tr I Multi Sec Muni Etf (MUST)	0.1	$827k	+2%	41k	20.31	View chart
Spdr Gold Tr Gold Etf (GLD)	0.1	$823k	+5%	3.4k	242.13	View chart
Cme (CME)	0.1	$822k	NEW	3.5k	232.27	View chart
Spdr Ser Tr S&p Biotech Etf (XBI)	0.1	$818k	+2%	9.1k	90.01	View chart
Invesco Exch Trd Slf Idx Fd Invt Grd Defsv Etf (IIGD)	0.1	$815k		34k	24.22	View chart
Columbia Etf Tr I Resh Enhnc Cor Etf (RECS)	0.1	$785k	+37%	23k	34.62	View chart
First Tr Exchange-traded Fd Smid Risng Etf Etf (SDVY)	0.1	$760k	+114%	21k	35.88	View chart
Asml Holding (ASML)	0.1	$751k	+270%	1.1k	693.44	View chart
Coca-Cola Company (KO)	0.1	$750k		12k	62.29	View chart
Lockheed Martin Corporation (LMT)	0.1	$740k	+2%	1.5k	485.88	View chart
Ishares Tr Rus 1000 Grw Etf Etf (IWF)	0.1	$735k		1.8k	401.42	View chart
Blackstone Secd Lending (BXSL)	0.1	$731k		22k	33.09	View chart
Morgan Stanley (MS)	0.1	$719k		5.7k	125.68	View chart
First Tr Exchange Traded Fd Nasdaq Cyb Etf Etf (CIBR)	0.1	$718k	-8%	11k	63.42	View chart
Ishares Bitcoin Trust Etf Shs Ben Int Etf (IBIT)	0.1	$706k		13k	53.06	View chart
Invesco Exchange Traded Fd T Aerospace Defn Etf (PPA)	0.1	$688k		6.0k	114.67	View chart
Ea Series Trust Altrius Gbl Div Etf (DIVD)	0.1	$667k	+31%	21k	31.48	View chart
Microchip Technology (MCHP)	0.1	$651k	NEW	11k	57.35	View chart
Chevron Corporation (CVX)	0.1	$649k	-57%	4.5k	144.90	View chart
Target Corporation (TGT)	0.1	$649k	+60%	4.8k	135.21	View chart
Amgen (AMGN)	0.1	$641k	NEW	2.5k	260.57	View chart
Realty Income (O)	0.1	$634k	-21%	12k	53.45	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt Etf (FMAR)	0.1	$619k	+7%	14k	43.25	View chart
Aberdeen Income Cred Strat (ACP)	0.1	$618k	-7%	102k	6.05	View chart
American Express Company (AXP)	0.1	$611k		2.1k	296.89	View chart
Enterprise Financial Services (EFSC)	0.1	$611k		11k	56.41	View chart
Ishares Tr Core S&p Mcp Etf Etf (IJH)	0.1	$589k	-23%	9.5k	62.30	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt Etf (FJUL)	0.1	$588k		12k	49.00	View chart
Ishares Tr Us Aer Def Etf Etf (ITA)	0.1	$579k		4.0k	145.37	View chart
Vanguard Mun Bd Fds Tax Exempt Bd Etf (VTEB)	0.1	$559k		11k	50.11	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt Etf (XMAR)	0.1	$557k		15k	36.22	View chart
Boeing Company (BA)	0.1	$553k		3.1k	177.13	View chart
Pfizer (PFE)	0.1	$551k		21k	26.55	View chart
Abbott Laboratories (ABT)	0.1	$547k		4.8k	113.02	View chart
Nuveen Dynamic (NDMO)	0.1	$528k	-11%	53k	10.01	View chart
Vanguard Intl Equity Index F Ftse Europe Etf Etf (VGK)	0.1	$512k	+9%	8.1k	63.52	View chart
Vanguard Index Fds Extend Mkt Etf Etf (VXF)	0.1	$511k		2.7k	190.03	View chart
Vanguard Index Fds Mcap Gr Idxvip Etf (VOT)	0.1	$495k		2.0k	253.85	View chart
Netflix (NFLX)	0.1	$490k	-57%	550.00	890.91	View chart
Crowdstrike Hldgs Inc Cl A Cl A (CRWD)	0.1	$488k	-32%	1.4k	342.46	View chart
Caterpillar (CAT)	0.1	$467k	NEW	1.3k	363.14	View chart
Ishares Tr Rus 1000 Val Etf Etf (IWD)	0.1	$466k		2.5k	185.29	View chart
S&p Global (SPGI)	0.1	$451k		905.00	498.34	View chart
Morgan Stanley Direct Le (MSDL)	0.1	$450k	-45%	22k	20.79	View chart
Ishares Tr Msci Usa Min Vol Etf (USMV)	0.1	$447k	NEW	5.0k	88.78	View chart
Shopify Inc Cl A Cl A (SHOP)	0.1	$429k	-10%	4.0k	106.29	View chart
Adobe Systems Incorporated (ADBE)	0.1	$427k	+14%	960.00	444.79	View chart
MercadoLibre (MELI)	0.1	$405k	+54%	238.00	1701.68	View chart
Ishares Tr Russell 2000 Etf Etf (IWM)	0.1	$387k		1.8k	221.14	View chart
Blackrock MuniHoldings CA Insrd Fnd (MUC)	0.1	$385k	-10%	36k	10.63	View chart
Nike Inc Cl B Cl B (NKE)	0.1	$385k		5.1k	76.07	View chart
Palo Alto Networks (PANW)	0.1	$373k		2.1k	181.95	View chart
American Tower Reit (AMT)	0.1	$370k	+86%	2.0k	184.82	View chart
Baker Hughes Company Cl A Cl A (BKR)	0.1	$359k	NEW	8.8k	41.03	View chart
Raytheon Technologies Corp (RTX)	0.1	$353k	+8%	3.1k	115.66	View chart
Ishares Ethereum Tr Etf (ETHA)	0.1	$351k	NEW	14k	25.32	View chart
Ishares Tr Russell 3000 Etf Etf (IWV)	0.1	$334k		1.0k	334.00	View chart
Advanced Micro Devices (AMD)	0.1	$306k	+22%	2.5k	120.76	View chart
Ishares Tr Expnd Tec Sc Etf Etf (IGM)	0.1	$306k		3.0k	102.00	View chart
Ishares Tr Ishares Semicdtr Etf (SOXX)	0.1	$305k		1.4k	215.24	View chart
Bank of New York Mellon Corporation (BK)	0.1	$302k		3.9k	76.90	View chart
KLA-Tencor Corporation (KLAC)	0.1	$302k	-50%	480.00	629.17	View chart
Prologis (PLD)	0.1	$291k	-50%	2.8k	105.74	View chart
Ishares Tr Core Div Grwth Etf (DGRO)	0.1	$287k	+11%	4.7k	61.27	View chart
CHECK POINT SOFTWARE Technolog Com Stk (CHKP)	0.1	$280k		1.5k	186.67	View chart
First Tr Exchng Traded Fd Vi Ft Vest U.s Eqt Etf (GMAR)	0.1	$280k	-25%	7.5k	37.49	View chart
Servicenow (NOW)	0.0	$278k		262.00	1061.07	View chart
Ishares Tr Glob Hlthcre Etf Etf (IXJ)	0.0	$272k	NEW	3.2k	85.86	View chart
Spdr Ser Tr S&p Divid Etf Etf (SDY)	0.0	$264k		2.0k	132.00	View chart
ConocoPhillips (COP)	0.0	$262k	NEW	2.6k	99.02	View chart
Invesco Exch Traded Fd Tr Ii Kbw Bk Etf Etf (KBWB)	0.0	$261k	NEW	4.0k	65.25	View chart
Select Sector Spdr Tr Energy Etf (XLE)	0.0	$259k	+18%	3.0k	85.76	View chart
Ishares Tr Msci Emg Mkt Etf Etf (EEM)	0.0	$251k		6.0k	41.76	View chart
Ishares Tr Core S&p Ttl Stk Etf (ITOT)	0.0	$243k		1.9k	128.71	View chart
Boston Scientific Corporation (BSX)	0.0	$241k		2.7k	89.26	View chart
O'reilly Automotive (ORLY)	0.0	$237k		200.00	1185.00	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt Etf (FJUN)	0.0	$232k	NEW	4.5k	51.35	View chart
Freeport-mcmoran Inc Cl B Cl B (FCX)	0.0	$232k		6.1k	38.10	View chart
Spdr Index Shs Fds Euro Stoxx 50 Etf (FEZ)	0.0	$229k		4.8k	48.05	View chart
State Street Corporation (STT)	0.0	$229k		2.3k	98.28	View chart
General Motors Company (GM)	0.0	$228k	NEW	4.3k	53.20	View chart
Phillips 66 (PSX)	0.0	$228k		2.0k	114.00	View chart
Ishares Tr Core S&p Scp Etf Etf (IJR)	0.0	$225k		2.0k	114.97	View chart
J P Morgan Exchange Traded F Betabuldrs Japan Etf (BBJP)	0.0	$223k	NEW	4.1k	54.80	View chart
Hercules Technology Growth Capital (HTGC)	0.0	$219k		11k	20.09	View chart
Wells Fargo & Company (WFC)	0.0	$214k	NEW	3.0k	70.19	View chart
Novo-nordisk A S Adr (NVO)	0.0	$208k	NEW	2.4k	85.95	View chart
Lululemon Athletica (LULU)	0.0	$205k	NEW	537.00	381.75	View chart

Past Filings by LM Advisors

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

LM Advisors 2024 Q4 restated filed Feb. 26, 2025
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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