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LM Advisors

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

Top 5 stock holdings are OMFL, SPY, AMZN, YSEP, OBDC, and represent 28.02% of LM Advisors's stock portfolio.
Added to shares of these 10 stocks: GBDC, ARE, RPRX, NVO, EPD, RBLX, SOXL, EPI, FI, TXRH.
Started 15 new stock positions in AAXJ, DASH, SOXL, WM, EPI, EPD, RPRX, NVO, FLUT, TXRH. GBDC, RBLX, FI, ARE, APP.
Reduced shares in these 10 stocks: ACP (-$18M), BYM (-$15M), OBDC (-$9.7M), OMFL (-$9.6M), YSEP (-$7.9M), SOFI, , , MSDL, MUC.
Sold out of its positions in ARKF, FCX, HTZ, CMF, JMUB, MRNA, NAD, NAC, NDMO, UBER. BND, ODD.
LM Advisors was a net seller of stock by $-128M.
LM Advisors has $5.6M in assets under management (AUM), dropping by -99.20%.
Central Index Key (CIK): 0002011314

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Portfolio Holdings for LM Advisors

LM Advisors holds 210 positions in its portfolio as reported in the December 2025 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Invesco Exch Trd Slf Idx Fd Rusl 1000 Dynm Etf (OMFL)	11.1	$619k	-93%	38k	16.36	View chart
Spdr S&p 500 Etf Tr Tr Unit Etf (SPY)	5.0	$281k	-82%	50k	5.64	View chart
Amazon (AMZN)	4.8	$269k	-76%	62k	4.33	View chart
First Tr Exchng Traded Fd Vi Ft Vest Int Eq M Etf (YSEP)	3.8	$210k	-97%	5.5k	38.44	View chart
Owl Rock Capital Corporation (OBDC)	3.2	$179k	-98%	2.3k	78.11	View chart
BlackRock Insured Municipal Income Trust (BYM)	3.0	$166k	-98%	1.8k	91.41	View chart
Alphabet Inc Cap Stk Cl C Cl C (GOOG)	2.5	$137k	-68%	43k	3.19	View chart
Sofi Technologies (SOFI)	2.2	$120k	-97%	3.2k	38.19	View chart
Apple (AAPL)	1.9	$107k	-72%	29k	3.68	View chart
Vanguard Specialized Funds Div App Etf Etf (VIG)	1.8	$101k	-77%	22k	4.55	View chart
Aberdeen Income Cred Strat (ACP)	1.7	$97k	-99%	533.00	182.40	View chart
First Tr Exchng Traded Fd Vi Ft Vest U.s Etf (XJUN)	1.7	$93k	-95%	4.0k	23.28	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt Etf (FFEB)	1.7	$93k	-94%	5.3k	17.66	View chart
Vanguard Index Fds S&p 500 Etf Etf (VOO)	1.6	$91k	-35%	57k	1.59	View chart
First Tr Exchange-traded Fd Smid Risng Etf Etf (SDVY)	1.6	$91k	-96%	3.5k	26.09	View chart
Vanguard Bd Index Fds Short Trm Bond Etf (BSV)	1.3	$75k	-92%	5.9k	12.69	View chart
Morgan Stanley Direct Le (MSDL)	1.3	$75k	-97%	1.3k	58.87	View chart
Ishares Bitcoin Trust Etf Shs Ben Int Etf (IBIT)	1.3	$74k	-91%	3.7k	20.15	View chart
Invesco Qqq Tr Unit Ser 1 Etf (QQQ)	1.3	$72k	-35%	44k	1.63	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf Etf (VWO)	1.2	$69k	-94%	3.7k	18.60	View chart
Ishares Inc Core Msci Emkt Etf (IEMG)	1.2	$69k	-93%	4.6k	14.87	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt Etf (GJAN)	1.1	$62k	-95%	2.7k	23.37	View chart
Invesco Exchange Traded Fd T S&p500 Eql Wgt Etf (RSP)	1.1	$60k	-80%	12k	5.22	View chart
Ishares Inc Msci Emerg Mrkt Etf (EEMV)	1.1	$60k	-92%	4.4k	13.60	View chart
Ishares Tr U.s. Med Dvc Etf Etf (IHI)	1.1	$60k	-94%	3.7k	16.08	View chart
Golub Capital BDC (GBDC)	1.1	$60k	NEW	807.00	73.73	View chart
First Tr Exchng Traded Fd Vi Ft Vest Inter Eq Etf (YMAR)	1.1	$59k	-97%	1.6k	37.00	View chart
Invesco Exch Traded Fd Tr Ii S&p500 Hdl Vol Etf (SPHD)	1.0	$57k	-95%	2.7k	20.83	View chart
Select Sector Spdr Tr State Street Uti Etf (XLU)	1.0	$56k	-91%	2.4k	23.43	View chart
Ishares Gold Tr Ishares Etf (IAU)	1.0	$54k	-92%	4.3k	12.32	View chart
Columbia Etf Tr I Resh Enhnc Cor Etf (RECS)	0.9	$52k	-95%	2.1k	24.48	View chart
Bank of America Corporation (BAC)	0.9	$51k	-93%	2.8k	18.18	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt Etf (FJUN)	0.9	$49k	-93%	2.8k	17.52	View chart
Alphabet Inc Cap Stk Cl A Cl A (GOOGL)	0.8	$46k	-70%	15k	3.19	View chart
Wal-Mart Stores (WMT)	0.8	$46k	-88%	5.1k	8.96	View chart
Columbia Etf Tr I Multi Sec Muni Etf (MUST)	0.8	$45k	-97%	924.00	48.53	View chart
Ea Series Trust Altrius Gbl Div Etf (DIVD)	0.8	$45k	-95%	1.7k	25.96	View chart
Blackrock Science & Technolo Shs Ben Int Etf (BSTZ)	0.7	$42k	-97%	940.00	44.22	View chart
Life Time Group Holdings (LTH)	0.7	$40k	-95%	1.1k	37.63	View chart
Palantir Technologies Inc Cl A Cl A (PLTR)	0.7	$40k	-82%	7.1k	5.63	View chart
Berkshire Hathaway Inc Del Cl B Cl B (BRK.B)	0.7	$40k	-46%	20k	1.99	View chart
Spdr Dow Jones Indl Average Ut Ser 1 Etf (DIA)	0.7	$37k	-52%	18k	2.08	View chart
NVIDIA Corporation (NVDA)	0.6	$36k	-81%	6.7k	5.36	View chart
Microsoft Corporation (MSFT)	0.6	$35k	-51%	17k	2.07	View chart
Ishares Tr Core Msci Eafe Etf (IEFA)	0.6	$35k	-90%	3.1k	11.18	View chart
Select Sector Spdr Tr State Street Fin Etf (XLF)	0.6	$35k	-94%	1.9k	18.26	View chart
Vanguard Index Fds Total Stk Mkt Etf (VTI)	0.6	$35k	-66%	12k	2.98	View chart
First Tr Exchng Traded Fd Vi Ft Vest U.s Eqt Etf (GJUN)	0.6	$31k	-96%	1.2k	25.25	View chart
Vanguard World Fd Health Car Etf Etf (VHT)	0.6	$31k	-71%	9.0k	3.47	View chart
Ishares Inc Msci Japan Etf Etf (EWJ)	0.6	$31k	-91%	2.5k	12.38	View chart
Invesco Exchange Traded Fd T S&p500 Eql Hlt Etf (RSPH)	0.5	$30k	-96%	966.00	31.40	View chart
Pfizer (PFE)	0.5	$29k	-96%	710.00	40.17	View chart
Invesco Exch Trd Slf Idx Fd Invt Grd Defsv Etf (IIGD)	0.5	$28k	-97%	688.00	40.24	View chart
Wisdomtree Tr Us Qtly Div Grt Etf (DGRW)	0.5	$26k	-90%	2.4k	11.18	View chart
Select Sector Spdr Tr State Street Hea Etf (XLV)	0.5	$25k	-84%	3.9k	6.46	View chart
Verizon Communications (VZ)	0.4	$25k	-95%	1.0k	24.55	View chart
Blackstone Secd Lending (BXSL)	0.4	$23k	-97%	623.00	36.90	View chart
Blackrock MuniHoldings CA Insrd Fnd (MUC)	0.4	$22k	-99%	231.00	94.39	View chart
C3 Ai Inc Cl A Cl A (AI)	0.4	$22k	-98%	289.00	74.22	View chart
Proshares Tr Ultrapro Qqq Etf (TQQQ)	0.4	$21k	-89%	1.1k	18.96	View chart
Alexandria Real Estate Equities (ARE)	0.4	$20k	NEW	983.00	20.13	View chart
Ishares Ethereum Tr Etf (ETHA)	0.4	$20k	-97%	442.00	44.63	View chart
Royalty Pharma Plc Shs Class A Adr (RPRX)	0.3	$18k	NEW	683.00	25.88	View chart
salesforce (CRM)	0.3	$17k	-74%	4.6k	3.77	View chart
Meta Platforms Inc Cl A Cl A (META)	0.3	$17k	-28%	12k	1.51	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt Etf (FMAR)	0.3	$17k	-94%	825.00	21.06	View chart
Citigroup (C)	0.3	$17k	-88%	2.0k	8.57	View chart
Netflix (NFLX)	0.3	$17k	+18%	1.6k	10.66	View chart
Oracle Corporation (ORCL)	0.3	$17k	-79%	3.3k	5.13	View chart
Vanguard Index Fds Value Etf Etf (VTV)	0.3	$17k	-81%	3.2k	5.24	View chart
Broadcom (AVGO)	0.3	$16k	-64%	5.5k	2.89	View chart
Nextera Energy (NEE)	0.3	$16k	-91%	1.3k	12.45	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt Etf (XMAR)	0.3	$15k	-96%	614.00	25.05	View chart
Realty Income (O)	0.3	$15k	-93%	834.00	17.65	View chart
Walt Disney Company (DIS)	0.3	$15k	-88%	1.7k	8.73	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt Etf (FSEP)	0.3	$14k	-92%	738.00	19.41	View chart
Merck & Co (MRK)	0.3	$14k	-91%	1.5k	9.43	View chart
Ishares Tr Trust Ishare 0-1 Etf (SHV)	0.2	$14k	-88%	1.5k	9.08	View chart
JPMorgan Chase & Co. (JPM)	0.2	$13k	-67%	4.3k	3.10	View chart
First Tr Exchange Traded Fd Nasdaq Cyb Etf Etf (CIBR)	0.2	$13k	-92%	937.00	13.99	View chart
Rush Street Interactive (RSI)	0.2	$13k	-98%	253.00	51.38	View chart
Proshares Tr Ultrpro Dow30 Etf (UDOW)	0.2	$12k	-89%	701.00	17.28	View chart
Coca-Cola Company (KO)	0.2	$12k	-92%	844.00	14.31	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt Etf (FJUL)	0.2	$12k	-94%	671.00	17.88	View chart
Spdr Gold Tr Gold Etf (GLD)	0.2	$12k	-58%	4.7k	2.52	View chart
Qualcomm (QCOM)	0.2	$12k	-82%	2.0k	5.85	View chart
Advanced Micro Devices (AMD)	0.2	$11k	-78%	2.4k	4.67	View chart
Vanguard Mun Bd Fds Tax Exempt Bd Etf (VTEB)	0.2	$11k	-94%	561.00	19.88	View chart
Hercules Technology Growth Capital (HTGC)	0.2	$11k	-98%	205.00	53.17	View chart
Enterprise Financial Services (EFSC)	0.2	$11k	-94%	585.00	18.52	View chart
Iris Energy (IREN)	0.2	$10k	-93%	393.00	26.50	View chart
Ishares Tr Russell 3000 Etf Etf (IWV)	0.2	$9.9k	-61%	3.8k	2.58	View chart
Ishares Tr Core S&p Mcp Etf Etf (IJH)	0.2	$9.5k	-93%	624.00	15.15	View chart
Johnson & Johnson (JNJ)	0.2	$9.1k	-79%	1.9k	4.83	View chart
Tesla Motors (TSLA)	0.2	$8.9k	-56%	4.0k	2.22	View chart
Birkenstock Holding (BIRK)	0.2	$8.7k	-95%	356.00	24.44	View chart
First Tr Exchng Traded Fd Vi Ft Vest U.s Eqt Etf (GMAR)	0.1	$8.2k	-95%	338.00	24.40	View chart
Exxon Mobil Corporation (XOM)	0.1	$8.2k	-87%	990.00	8.31	View chart
Visa Inc Com Cl A Cl A (V)	0.1	$8.0k	-65%	2.8k	2.85	View chart
Barclays Bank Plc Djubs Cmdt Etn36 Adr (DJP)	0.1	$8.0k	-96%	301.00	26.58	View chart
Spdr Series Trust State Street Spd Etf (XBI)	0.1	$7.8k	-89%	946.00	8.20	View chart
Vanguard Intl Equity Index F Ftse Europe Etf Etf (VGK)	0.1	$7.4k	-91%	617.00	11.96	View chart
Listed Fds Tr Horizon Kinetics Etf (INFL)	0.1	$7.1k	-95%	315.00	22.46	View chart
Select Sector Spdr Tr State Street Ene Etf (XLE)	0.1	$6.8k	-91%	303.00	22.34	View chart
American Tower Reit (AMT)	0.1	$6.6k	-50%	1.2k	5.64	View chart
Ishares Tr Ishares Biotech Etf (IBB)	0.1	$6.6k	-83%	1.1k	5.92	View chart
Novo-nordisk A S Adr (NVO)	0.1	$6.5k	NEW	332.00	19.64	View chart
General Motors Company (GM)	0.1	$6.5k	-89%	527.00	12.30	View chart
Paypal Holdings (PYPL)	0.1	$6.5k	-94%	377.00	17.14	View chart
Enterprise Products Partners (EPD)	0.1	$6.4k	NEW	204.00	31.15	View chart
First Tr Exchng Traded Fd Vi Ft Vest U.s Eqt Etf (GSEP)	0.1	$6.2k	-95%	241.00	25.80	View chart
Blackstone Group Inc Com Cl A (BX)	0.1	$6.2k	-86%	957.00	6.49	View chart
Essex Property Trust (ESS)	0.1	$6.2k	-75%	1.6k	3.82	View chart
Morgan Stanley (MS)	0.1	$6.1k	-82%	1.1k	5.63	View chart
Invesco Exchange Traded Fd T Aerospace Defn Etf (PPA)	0.1	$6.0k	-84%	940.00	6.38	View chart
Ishares Tr Msci Emg Mkt Etf Etf (EEM)	0.1	$5.9k	-94%	325.00	18.28	View chart
Ishares Tr Russell 2000 Etf Etf (IWM)	0.1	$5.7k	-23%	1.4k	4.06	View chart
Proshares Tr Ultrpro S&p500 Etf (UPRO)	0.1	$5.7k	-87%	662.00	8.64	View chart
Adobe Systems Incorporated (ADBE)	0.1	$5.5k	-63%	1.9k	2.86	View chart
Costco Wholesale Corporation (COST)	0.1	$5.4k	-2%	4.6k	1.16	View chart
Roblox Corp Cl A Cl A (RBLX)	0.1	$5.3k	NEW	427.00	12.34	View chart
J P Morgan Exchange Traded F Betabuldrs Japan Etf (BBJP)	0.1	$5.2k	-93%	346.00	15.16	View chart
Direxion Shs Etf Tr Dly Scond 3xbu Etf (SOXL)	0.1	$5.2k	NEW	216.00	23.84	View chart
Eli Lilly & Co. (LLY)	0.1	$5.1k	+9%	5.5k	0.93	View chart
UnitedHealth (UNH)	0.1	$4.9k	-65%	1.6k	3.03	View chart
Palo Alto Networks (PANW)	0.1	$4.9k	-80%	902.00	5.43	View chart
Wisdomtree Tr India Erngs Etf (EPI)	0.1	$4.8k	NEW	223.00	21.62	View chart
Spdr Index Shs Fds Euro Stoxx 50 Etf (FEZ)	0.1	$4.8k	-93%	307.00	15.52	View chart
Ishares Tr Core Div Grwth Etf (DGRO)	0.1	$4.7k	-93%	325.00	14.41	View chart
GSK Adr (GSK)	0.1	$4.6k	-95%	225.00	20.26	View chart
Nike Inc Cl B Cl B (NKE)	0.1	$4.5k	-93%	286.00	15.70	View chart
Chevron Corporation (CVX)	0.1	$4.5k	-84%	684.00	6.56	View chart
Ishares Tr Core Us Aggbd Et Etf (AGG)	0.1	$4.3k	-88%	425.00	10.01	View chart
Marvell Technology (MRVL)	0.1	$4.1k	-94%	348.00	11.78	View chart
Goldman Sachs (GS)	0.1	$4.0k	-12%	3.5k	1.14	View chart
Fiserv (FI)	0.1	$4.0k	NEW	269.00	14.89	View chart
Texas Roadhouse (TXRH)	0.1	$4.0k	NEW	664.00	6.02	View chart
Invesco Exch Traded Fd Tr Ii Kbw Bk Etf Etf (KBWB)	0.1	$4.0k	-91%	337.00	11.87	View chart
Ishares Tr Iboxx Inv Cp Etf Etf (LQD)	0.1	$4.0k	-86%	438.00	9.08	View chart
Ishares Tr Us Aer Def Etf Etf (ITA)	0.1	$3.9k	-79%	841.00	4.66	View chart
Prologis (PLD)	0.1	$3.9k	-87%	500.00	7.83	View chart
Target Corporation (TGT)	0.1	$3.9k	-89%	381.00	10.23	View chart
Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp Etf (MDY)	0.1	$3.9k	-39%	2.3k	1.65	View chart
Direxion Shs Etf Tr Drx S&p500bull Etf (SPXL)	0.1	$3.8k	-79%	849.00	4.53	View chart
Ishares Tr Glob Hlthcre Etf Etf (IXJ)	0.1	$3.7k	-90%	365.00	10.27	View chart
Raytheon Technologies Corp (RTX)	0.1	$3.7k	-81%	681.00	5.46	View chart
Mastercard Incorporated Cl A Cl A (MA)	0.1	$3.7k	-45%	2.1k	1.75	View chart
Bank of New York Mellon Corporation (BK)	0.1	$3.5k	-88%	405.00	8.61	View chart
Wells Fargo Co New Perp Pfd Cnv A PFD (WFC.PL)	0.1	$3.5k	+21%	4.2k	0.83	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt Etf (VEA)	0.1	$3.4k	-93%	214.00	16.00	View chart
Applovin Corp Com Cl A Cl A (APP)	0.1	$3.4k	NEW	2.3k	1.48	View chart
Invesco Exchange Traded Fd T S&p500 Eql Enr Etf (RSPG)	0.1	$3.1k	-92%	244.00	12.57	View chart
Ishares Tr Expnd Tec Sc Etf Etf (IGM)	0.1	$3.0k	-87%	387.00	7.75	View chart
O'reilly Automotive (ORLY)	0.1	$3.0k	-90%	274.00	10.95	View chart
Shopify Inc Cl A Sub Vtg Cl A (SHOP)	0.1	$3.0k	-87%	480.00	6.21	View chart
Ishares Tr Rus 1000 Grw Etf Etf (IWF)	0.1	$2.9k	-53%	1.4k	2.11	View chart
Ishares Tr Rus 1000 Val Etf Etf (IWD)	0.1	$2.9k	-78%	619.00	4.75	View chart
Home Depot (HD)	0.1	$2.9k	-60%	1.0k	2.91	View chart
Boston Scientific Corporation (BSX)	0.1	$2.8k	-90%	266.00	10.48	View chart
Alibaba Group Hldg Adr (BABA)	0.0	$2.8k	-81%	407.00	6.82	View chart
Ishares Tr Core S&p500 Etf Etf (IVV)	0.0	$2.7k	-31%	1.9k	1.46	View chart
Eaton Corp Adr (ETN)	0.0	$2.7k	-69%	865.00	3.14	View chart
Taiwan Semiconductor Mfg Adr (TSM)	0.0	$2.7k	-31%	819.00	3.28	View chart
ConocoPhillips (COP)	0.0	$2.7k	-90%	249.00	10.67	View chart
Vanguard World Fd Inf Tech Etf Etf (VGT)	0.0	$2.6k	-23%	2.0k	1.33	View chart
Airbnb Inc Com Cl A Cl A (ABNB)	0.0	$2.6k	-86%	352.00	7.37	View chart
Vanguard Index Fds Real Estate Etf Etf (VNQ)	0.0	$2.6k	-91%	228.00	11.28	View chart
Abbott Laboratories (ABT)	0.0	$2.4k	-90%	300.00	7.98	View chart
Vanguard Index Fds Extend Mkt Etf Etf (VXF)	0.0	$2.4k	-79%	500.00	4.78	View chart
Vanguard Intl Equity Index F Ftse Pacific Etf Etf (VPL)	0.0	$2.4k	-90%	216.00	11.04	View chart
Vaneck Etf Trust Mrngstr Wde Moat Etf (MOAT)	0.0	$2.3k	-89%	243.00	9.64	View chart
State Street Corporation (STT)	0.0	$2.3k	-87%	301.00	7.75	View chart
Boeing Company (BA)	0.0	$2.3k	-83%	498.00	4.60	View chart
Ishares Tr Msci Ac Asia Etf Etf (AAXJ)	0.0	$2.3k	NEW	210.00	10.74	View chart
Procter & Gamble Company (PG)	0.0	$2.2k	-85%	319.00	6.97	View chart
Crowdstrike Hldgs Inc Cl A Cl A (CRWD)	0.0	$2.2k	-53%	1.0k	2.13	View chart
Sba Communications Corp New Cl A Cl A (SBAC)	0.0	$2.1k	-94%	415.00	5.18	View chart
Spdr Series Trust State Street Spd Etf (SDY)	0.0	$2.1k	-85%	289.00	7.19	View chart
American Express Company (AXP)	0.0	$2.1k	-62%	767.00	2.70	View chart
Ishares Tr Expanded Tech Etf (IGV)	0.0	$2.1k	-89%	219.00	9.44	View chart
International Business Machines (IBM)	0.0	$2.0k	-75%	601.00	3.38	View chart
Ishares Tr Ishares Semicdtr Etf (SOXX)	0.0	$2.0k	-58%	597.00	3.32	View chart
Ishares Tr Core S&p Scp Etf Etf (IJR)	0.0	$2.0k	-87%	235.00	8.33	View chart
Anthem (ELV)	0.0	$1.9k	-66%	679.00	2.85	View chart
Lockheed Martin Corporation (LMT)	0.0	$1.9k	-50%	930.00	2.07	View chart
Wynn Resorts (WYNN)	0.0	$1.9k	-87%	229.00	8.30	View chart
Ishares Tr Core S&p Ttl Stk Etf (ITOT)	0.0	$1.9k	-85%	281.00	6.72	View chart
Phillips 66 (PSX)	0.0	$1.7k	-87%	225.00	7.74	View chart
McDonald's Corporation (MCD)	0.0	$1.6k	-69%	498.00	3.27	View chart
Vaneck Etf Trust Semiconductr Etf Etf (SMH)	0.0	$1.6k	-58%	574.00	2.78	View chart
Doordash Inc Cl A Cl A (DASH)	0.0	$1.5k	NEW	341.00	4.41	View chart
CHECK POINT SOFTWARE Technolog Com Stk (CHKP)	0.0	$1.5k	-81%	278.00	5.40	View chart
Thermo Fisher Scientific (TMO)	0.0	$1.5k	-65%	865.00	1.72	View chart
Servicenow (NOW)	0.0	$1.3k	-19%	207.00	6.51	View chart
General Electric (GE)	0.0	$1.2k	-59%	384.00	3.24	View chart
Ishares Inc Msci World Etf Etf (URTH)	0.0	$1.2k	-81%	218.00	5.37	View chart
Vanguard Index Fds Mcap Gr Idxvip Etf (VOT)	0.0	$1.2k	-72%	321.00	3.58	View chart
Blackrock (BLK)	0.0	$1.1k	+7%	1.2k	0.93	View chart
Howmet Aerospace (HWM)	0.0	$1.1k	-79%	220.00	4.88	View chart
Applied Materials (AMAT)	0.0	$1.0k	-74%	259.00	3.89	View chart
Flutter Entmt Adr (FLUT)	0.0	$1.0k	NEW	215.00	4.65	View chart
Waste Management (WM)	0.0	$914.007300	NEW	201.00	4.55	View chart
Asml Holding (ASML)	0.0	$910.008200	+18%	974.00	0.93	View chart
S&p Global (SPGI)	0.0	$836.986100	-47%	437.00	1.92	View chart
Hilton Worldwide Holdings (HLT)	0.0	$794.990400	-71%	228.00	3.49	View chart
McKesson Corporation (MCK)	0.0	$541.014000	-23%	444.00	1.22	View chart
Ge Vernova (GEV)	0.0	$420.997500	-31%	275.00	1.53	View chart
MercadoLibre (MELI)	0.0	$357.984000	+191%	720.00	0.50	View chart
KLA-Tencor Corporation (KLAC)	0.0	$280.987200	+22%	342.00	0.82	View chart
Berkshire Hathaway Inc Del Cl A Cl A (BRK.A)	0.0	$9.812400	+75380%	7.5k	0.00	View chart

Past Filings by LM Advisors

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

LM Advisors 2025 Q4 filed Feb. 13, 2026
LM Advisors 2025 Q3 filed Nov. 13, 2025
LM Advisors 2025 Q2 filed Aug. 14, 2025
LM Advisors 2025 Q1 filed May 13, 2025
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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