Javascript is disabled or is not supported by your browser. Please upgrade your browser or enable Javascript to navigate the interface properly.

LM Advisors

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

Top 5 stock holdings are QQQ, VOO, SPY, AMZN, GOOG, and represent 35.02% of LM Advisors's stock portfolio.
Added to shares of these 10 stocks: SPY (+$51M), AMZN (+$45M), OMFL (+$37M), QQQ (+$36M), GOOG (+$34M), VOO (+$28M), AAPL (+$22M), VIG (+$19M), BRK.B (+$17M), TQQQ (+$16M).
Started 19 new stock positions in ACYN, LULU, WELL, Pershing Square USA, INTC, PNC, GLW, SPCX, CSCO, QTUM. SPDW, CEG, TXN, ABBV, XLK, RDDT, CLOI, MU, NVO.
Reduced shares in these 10 stocks: BRK.A (-$5.4B), ASML, WFC.PL, BLK, MELI, APP, COST, RPRX, , FISV.
Sold out of its positions in AMAT, FISV, FEZ, TXRH, RPRX, CHKP, ESLT.
LM Advisors was a net seller of stock by $-4.7B.
LM Advisors has $866M in assets under management (AUM), dropping by 13596.17%.
Central Index Key (CIK): 0002011314

Tip: Access up to 7 years of quarterly data

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

Download as csv

Download as Excel

Portfolio Holdings for LM Advisors

LM Advisors holds 224 positions in its portfolio as reported in the June 2026 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Invesco Qqq Tr Unit Ser 1 Etf (QQQ)	8.1	$70M	+107%	95k	736.16	View chart
Vanguard Index Fds S&p 500 Etf Etf (VOO)	7.6	$66M	+71%	97k	686.16	View chart
State Str Spdr S&p 500 Etf T Tr Unit Etf (SPY)	7.1	$61M	+522%	325k	187.96	View chart
Amazon (AMZN)	6.7	$58M	+353%	243k	238.65	View chart
Alphabet Inc Cap Stk Cl C Cl C (GOOG)	5.5	$48M	+246%	135k	352.98	View chart
Invesco Exch Trd Slf Idx Fd Rusl 1000 Dynm Etf (OMFL)	4.5	$39M	+1508%	575k	68.47	View chart
Apple (AAPL)	3.4	$29M	+287%	101k	288.63	View chart
Berkshire Hathaway Inc Del Cl B Cl B (BRK.B)	3.0	$26M	+177%	52k	500.04	View chart
Vanguard Specialized Funds Div App Etf Etf (VIG)	2.7	$24M	+362%	101k	236.53	View chart
State Str Spdr Dow Jones Ind Ut Ser 1 Etf (DIA)	2.5	$22M	+150%	42k	522.86	View chart
Alphabet Inc Cap Stk Cl A Cl A (GOOGL)	1.9	$17M	+235%	47k	357.33	View chart
Proshares Tr Ultrapro Qqq Etf (TQQQ)	1.9	$16M	+15759%	199k	81.00	View chart
Microsoft Corporation (MSFT)	1.7	$15M	+190%	41k	372.45	View chart
Invesco Exchange Traded Fd T S&p500 Eql Wgt Etf (RSP)	1.5	$13M	+397%	62k	212.81	View chart
Vanguard Index Fds Total Stk Mkt Etf (VTI)	1.4	$13M	+201%	34k	369.97	View chart
Vanguard World Fd Health Car Etf Etf (VHT)	1.1	$9.3M	+263%	31k	299.47	View chart
Meta Platforms Inc Cl A Cl A (META)	1.0	$8.9M	+67%	16k	563.22	View chart
Ishares Tr Russell 3000 Etf Etf (IWV)	1.0	$8.2M	+390%	19k	426.40	View chart
Direxion Shares Etf Trust Da 500 Bu 3x Etf Etf (SPXL)	0.9	$8.2M	+4161%	30k	270.67	View chart
Spdr Gold Tr Gold Etf (GLD)	0.9	$7.8M	+293%	21k	368.36	View chart
Broadcom (AVGO)	0.9	$7.5M	+289%	20k	377.69	View chart
NVIDIA Corporation (NVDA)	0.9	$7.5M	+479%	37k	199.29	View chart
Palo Alto Networks (PANW)	0.9	$7.4M	+503%	22k	339.76	View chart
Wisdomtree Tr Us Qtly Div Grt Etf (DGRW)	0.8	$7.0M	+1090%	73k	95.55	View chart
Eli Lilly & Co. (LLY)	0.8	$6.8M	+20%	5.6k	1202.16	View chart
Berkshire Hathaway Inc Del Cl A Cl A (BRK.A)	0.8	$6.7M	-99%	9.00	748888.89	View chart
Ishares Inc Core Msci Emkt Etf (IEMG)	0.7	$5.9M	+1448%	72k	82.75	View chart
First Tr Exchng Traded Fd Vi Ft Vest Int Eq M Etf (YSEP)	0.6	$5.5M	+3689%	200k	27.54	View chart
Wal-Mart Stores (WMT)	0.6	$5.4M	+731%	47k	113.41	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt Etf (FFEB)	0.6	$5.3M	+1610%	87k	60.96	View chart
Palantir Technologies Inc Cl A Cl A (PLTR)	0.6	$5.0M	+573%	43k	116.63	View chart
Costco Wholesale Corporation (COST)	0.6	$5.0M		5.3k	942.56	View chart
Ishares Tr Core Msci Eafe Etf (IEFA)	0.6	$4.9M	+1168%	51k	96.54	View chart
JPMorgan Chase & Co. (JPM)	0.5	$4.6M	+237%	14k	327.49	View chart
Ishares Inc Msci Emerg Mrkt Etf (EEMV)	0.5	$4.5M	+1284%	60k	73.99	View chart
Tesla Motors (TSLA)	0.5	$4.4M	+193%	10k	419.21	View chart
Goldman Sachs (GS)	0.5	$4.2M	+15%	4.2k	1011.93	View chart
First Tr Exchng Traded Fd Vi Ft Vest U.s Etf (XJUN)	0.5	$4.1M	+2199%	92k	44.42	View chart
Nuveen CA Dividend Advantage Muni. Fund (NAC)	0.5	$4.1M	+8589%	335k	12.12	View chart
Wells Fargo & Co Perp Pfd Cnv A Conv (WFC.PL)	0.5	$4.0M	-13%	3.5k	1157.61	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf Etf (VWO)	0.5	$4.0M	+1726%	67k	59.66	View chart
First Tr Exchange Traded Fd Smid Risng Etf Etf (SDVY)	0.4	$3.8M	+2439%	88k	43.14	View chart
Ishares Gold Tr Ishares Etf (IAU)	0.4	$3.8M	+1012%	51k	75.52	View chart
Select Sector Spdr Tr St Str Finl Etf Etf (XLF)	0.4	$3.7M	+3421%	70k	53.60	View chart
Proshares Tr Ultrpro S&p500 Etf (UPRO)	0.4	$3.7M	+2711%	26k	141.79	View chart
Nuveen Div. Advantage Muni. Fund (NAD)	0.4	$3.6M	+8699%	301k	12.12	View chart
Vanguard Index Fds Value Etf Etf (VTV)	0.4	$3.6M	+402%	17k	218.08	View chart
Select Sector Spdr Tr St Str Care Etf Etf (XLV)	0.4	$3.6M	+528%	22k	159.06	View chart
Ishares Bitcoin Trust Etf Shs Ben Int Etf (IBIT)	0.4	$3.2M	+2662%	95k	33.39	View chart
Bank of America Corporation (BAC)	0.4	$3.2M	+2130%	55k	57.07	View chart
Ishares Inc Msci Japan Etf Etf (EWJ)	0.3	$3.0M	+1127%	32k	93.26	View chart
Invesco Exch Traded Fd Tr Ii S&p500 Hdl Vol Etf (SPHD)	0.3	$2.9M	+1931%	58k	50.87	View chart
Visa Inc Com Cl A Cl A (V)	0.3	$2.7M	+228%	8.0k	343.07	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt Etf (GJAN)	0.3	$2.7M	+2243%	61k	45.02	View chart
Ishares Tr U.s. Med Dvc Etf Etf (IHI)	0.3	$2.7M	+1685%	55k	49.51	View chart
State Str Spdr S&p Midcap 40 Utser1 S&pdcrp Etf (MDY)	0.3	$2.7M	+60%	3.9k	704.03	View chart
Citigroup (C)	0.3	$2.7M	+787%	19k	140.81	View chart
Proshares Tr Ultrpro Dow30 Etf (UDOW)	0.3	$2.7M	+5701%	39k	70.08	View chart
salesforce (CRM)	0.3	$2.7M	+408%	17k	157.53	View chart
Direxion Shares Etf Trust Dai Sem Bul Etf Etf (SOXL)	0.3	$2.6M	+2528%	9.8k	266.67	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt Etf (FJUN)	0.3	$2.6M	+1684%	43k	59.95	View chart
Columbia Etf Tr I Resh Enhnc Cor Etf (RECS)	0.3	$2.5M	+2721%	58k	43.29	View chart
Ea Series Trust Altrius Gbl Div Etf (DIVD)	0.3	$2.4M	+2589%	57k	42.53	View chart
Pershing Square USA	0.3	$2.4M	NEW	64k	37.37	View chart
Qualcomm (QCOM)	0.3	$2.3M	+682%	13k	185.42	View chart
Oracle Corporation (ORCL)	0.3	$2.3M	+631%	16k	146.55	View chart
Advanced Micro Devices (AMD)	0.3	$2.3M	+84%	4.1k	558.78	View chart
Johnson & Johnson (JNJ)	0.3	$2.3M	+309%	9.0k	253.93	View chart
Vanguard World Fd Inf Tech Etf Etf (VGT)	0.2	$2.0M	+1046%	17k	119.53	View chart
Ishares Tr Core S&p500 Etf Etf (IVV)	0.2	$2.0M	+51%	2.7k	747.32	View chart
Owl Rock Capital Corporation (OBDC)	0.2	$1.9M	+8465%	174k	11.18	View chart
Asml Hldg Nv N Y Registry Adr (ASML)	0.2	$1.9M	-26%	955.00	1967.54	View chart
Taiwan Semiconductor Manufac Adr (TSM)	0.2	$1.9M	+222%	4.0k	473.56	View chart
BlackRock MuniHoldings Fund (MHD)	0.2	$1.8M	+8651%	155k	11.89	View chart
Sofi Technologies (SOFI)	0.2	$1.8M	+6011%	102k	17.93	View chart
Blackstone Group Inc Com Cl A (BX)	0.2	$1.8M	+596%	16k	116.86	View chart
Merck & Co (MRK)	0.2	$1.8M	+710%	14k	129.57	View chart
Essex Property Trust (ESS)	0.2	$1.7M	+306%	5.8k	294.88	View chart
Select Sector Spdr Tr St Str Util Etf Etf (XLU)	0.2	$1.6M	+1352%	35k	45.40	View chart
UnitedHealth (UNH)	0.2	$1.6M	+260%	3.8k	416.95	View chart
Constellation Energy (CEG)	0.2	$1.6M	NEW	6.4k	248.28	View chart
First Tr Exchng Traded Fd Vi Ft Vest Inter Eq Etf (YMAR)	0.2	$1.6M	+3383%	55k	28.66	View chart
Mastercard Incorporated Cl A Cl A (MA)	0.2	$1.6M	+65%	3.1k	513.26	View chart
Ishares Tr Rus 1000 Grw Etf Etf (IWF)	0.2	$1.6M	+906%	13k	122.98	View chart
Ishares Tr Trust Ishare 0-1 Etf (SHV)	0.2	$1.6M	+902%	14k	110.32	View chart
Shopify Inc Cl A Sub Vtg Cl A (SHOP)	0.2	$1.4M	+892%	12k	114.18	View chart
Life Time Group Holdings (LTH)	0.2	$1.4M	+3611%	34k	40.91	View chart
Netflix (NFLX)	0.2	$1.4M	+881%	19k	71.98	View chart
Nextera Energy (NEE)	0.2	$1.4M	+972%	16k	87.88	View chart
Morgan Stanley Direct Le (MSDL)	0.2	$1.3M	+7895%	84k	15.57	View chart
Crowdstrike Hldgs Inc Cl A Cl A (CRWD)	0.2	$1.3M	+98%	1.7k	757.26	View chart
First Tr Exchng Traded Fd Vi Ft Vest U.s Eqt Etf (GJUN)	0.1	$1.3M	+2448%	31k	41.16	View chart
Morgan Stanley (MS)	0.1	$1.3M	+507%	6.1k	209.80	View chart
Walt Disney Company (DIS)	0.1	$1.3M	+1001%	13k	96.97	View chart
Ishares Tr Ishares Biotech Etf (IBB)	0.1	$1.3M	+497%	6.6k	190.22	View chart
Servicenow (NOW)	0.1	$1.3M	+1030%	13k	99.33	View chart
Select Sector Spdr Tr St Str Energ Etf Etf (XLE)	0.1	$1.2M	+5566%	24k	53.11	View chart
First Tr Exchange-traded Fd Nasdaq Cyb Etf Etf (CIBR)	0.1	$1.2M	+1577%	13k	89.85	View chart
Micron Technology (MU)	0.1	$1.1M	NEW	991.00	1154.39	View chart
Blackrock Science & Technolo Shs Ben Int Etf (BSTZ)	0.1	$1.1M	+4281%	38k	29.93	View chart
Vaneck Etf Trust Semiconductr Etf Etf (SMH)	0.1	$1.1M	+163%	1.7k	652.48	View chart
Invesco Exchange Traded Fd T Aerospace Defn Etf (PPA)	0.1	$1.1M	+503%	6.0k	176.67	View chart
Eaton Corp Adr (ETN)	0.1	$1.1M	+167%	2.5k	425.70	View chart
Spdr Series Trust St Str Sp Biot Etf (XBI)	0.1	$1.1M	+595%	6.6k	158.28	View chart
Columbia Etf Tr I Multi Sec Muni Etf (MUST)	0.1	$1.0M	+4877%	50k	20.79	View chart
Home Depot (HD)	0.1	$1.0M	+210%	2.9k	352.51	View chart
Verizon Communications (VZ)	0.1	$1.0M	+1871%	24k	42.45	View chart
Marvell Technology (MRVL)	0.1	$1.0M	+880%	3.5k	286.60	View chart
Realty Income (O)	0.1	$992k	+2413%	16k	62.46	View chart
Ishares Tr Calif Mun Bd Etf Etf (CMF)	0.1	$973k	+1659%	17k	57.67	View chart
Invesco Exchange Traded Fd T S&p500 Eql Hlt Etf (RSPH)	0.1	$969k	+3143%	29k	33.20	View chart
Exxon Mobil Corporation (XOM)	0.1	$965k	+403%	7.1k	136.57	View chart
Ishares Tr Us Aer Def Etf Etf (ITA)	0.1	$959k	+356%	4.0k	242.36	View chart
Ishares Tr Expanded Tech Etf (IGV)	0.1	$938k	+1212%	10k	90.58	View chart
Ishares Tr Ishares Semicdtr Etf (SOXX)	0.1	$914k	+119%	1.4k	640.95	View chart
Vaneck Etf Trust Clo Etf Etf (CLOI)	0.1	$904k	NEW	17k	52.97	View chart
Adobe Systems Incorporated (ADBE)	0.1	$893k	+248%	4.4k	205.24	View chart
Coca-Cola Company (KO)	0.1	$852k	+1038%	11k	81.32	View chart
Raytheon Technologies Corp (RTX)	0.1	$834k	+423%	4.4k	189.50	View chart
American Express Company (AXP)	0.1	$819k	+230%	2.4k	338.01	View chart
Lockheed Martin Corporation (LMT)	0.1	$813k	+37%	1.6k	509.08	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt Etf (FSEP)	0.1	$805k	+1886%	15k	55.05	View chart
KLA-Tencor Corporation (KLAC)	0.1	$796k	+579%	2.9k	279.00	View chart
Vanguard Bd Index Fds Short Trm Bond Etf (BSV)	0.1	$792k	+73%	10k	77.95	View chart
Blackrock (BLK)	0.1	$769k	-18%	800.00	961.25	View chart
Vanguard Intl Equity Index F Ftse Europe Etf Etf (VGK)	0.1	$755k	+1113%	8.5k	88.47	View chart
Invesco Exch Trd Slf Idx Fd Invt Grd Defsv Etf (IIGD)	0.1	$754k	+4173%	31k	24.47	View chart
Pfizer (PFE)	0.1	$739k	+3716%	31k	24.18	View chart
Thermo Fisher Scientific (TMO)	0.1	$733k	+101%	1.5k	502.40	View chart
Ishares Tr Core S&p Mcp Etf Etf (IJH)	0.1	$726k	+1381%	9.5k	76.78	View chart
Golub Capital BDC (GBDC)	0.1	$721k	+7327%	56k	12.88	View chart
Ge Vernova (GEV)	0.1	$720k	+5%	612.00	1176.47	View chart
Ishares Tr Russell 2000 Etf Etf (IWM)	0.1	$719k	+284%	2.4k	299.83	View chart
Vanguard Index Fds Extend Mkt Etf Etf (VXF)	0.1	$715k	+386%	2.9k	245.20	View chart
Enterprise Financial Services (EFSC)	0.1	$714k	+1748%	11k	65.92	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt Etf (FJUL)	0.1	$713k	+1757%	12k	59.42	View chart
Ishares Tr Rus 1000 Val Etf Etf (IWD)	0.1	$713k	+368%	2.9k	242.43	View chart
Iris Energy (IREN)	0.1	$682k	+3093%	15k	45.73	View chart
Blackstone Secd Lending (BXSL)	0.1	$666k	+4536%	27k	24.47	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt Etf (FMAR)	0.1	$662k	+1963%	13k	52.25	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt Etf (XMAR)	0.1	$656k	+2400%	15k	42.65	View chart
Nike Inc Cl B Cl B (NKE)	0.1	$615k	+5906%	15k	41.12	View chart
Chevron Corporation (CVX)	0.1	$615k	+262%	3.7k	166.53	View chart
First Tr Exchng Traded Fd Vi Ft Ves Mark Dece Etf (TDEC)	0.1	$609k	+3857%	23k	26.26	View chart
Space X (SPCX)	0.1	$596k	NEW	3.5k	170.87	View chart
Applovin Corp Com Cl A Cl A (APP)	0.1	$590k	-18%	1.1k	514.83	View chart
S&p Global (SPGI)	0.1	$586k	+134%	1.4k	408.08	View chart
General Electric (GE)	0.1	$571k	+232%	1.5k	373.69	View chart
Vanguard Mun Bd Fds Tax Exempt Bd Etf (VTEB)	0.1	$565k	+1902%	11k	50.65	View chart
MercadoLibre (MELI)	0.1	$553k	-20%	326.00	1696.32	View chart
First Tr Exchange-traded Fd Vest Laddered Etf (ACYN)	0.1	$526k	NEW	25k	20.79	View chart
Lululemon Athletica (LULU)	0.1	$522k	NEW	4.6k	114.27	View chart
Airbnb Inc Com Cl A Cl A (ABNB)	0.1	$513k	+988%	3.6k	143.74	View chart
Bank of New York Mellon Corporation (BNY)	0.1	$506k	+742%	3.5k	144.74	View chart
Ishares Tr Expnd Tec Sc Etf Etf (IGM)	0.1	$480k	+742%	3.0k	160.00	View chart
Alexandria Real Estate Equities (ARE)	0.1	$478k	+1157%	8.7k	54.70	View chart
Target Corporation (TGT)	0.1	$463k	+709%	3.5k	132.32	View chart
Nuveen Dynamic (NDMO)	0.1	$452k	+9618%	43k	10.40	View chart
Aberdeen Income Cred Strat (ACP)	0.1	$444k	+18863%	85k	5.20	View chart
Listed Fds Tr Hori Ki Infl Etf Etf (INFL)	0.1	$442k	+2148%	8.9k	49.89	View chart
McDonald's Corporation (MCD)	0.1	$438k	+220%	1.6k	269.70	View chart
Ishares Tr Iboxx Inv Cp Etf Etf (LQD)	0.1	$435k	+816%	4.0k	109.32	View chart
Boeing Company (BA)	0.0	$431k	+337%	2.0k	216.15	View chart
General Motors Company (GM)	0.0	$421k	+1422%	5.5k	77.05	View chart
Ishares Tr Core Us Aggbd Et Etf (AGG)	0.0	$415k	+913%	4.2k	99.14	View chart
Ishares Tr Msci Emg Mkt Etf Etf (EEM)	0.0	$413k	+1703%	6.1k	67.76	View chart
Intel Corporation (INTC)	0.0	$413k	NEW	3.0k	139.34	View chart
McKesson Corporation (MCK)	0.0	$405k	+15%	541.00	748.61	View chart
State Street Corporation (STT)	0.0	$396k	+689%	2.3k	169.45	View chart
J P Morgan Exchange Traded F Betabuldrs Japan Etf (BBJP)	0.0	$395k	+1356%	5.2k	75.32	View chart
Cisco Systems (CSCO)	0.0	$395k	NEW	3.4k	117.52	View chart
J P Morgan Exchange Traded F Municipal Etf Etf (JMUB)	0.0	$393k	+1902%	7.8k	50.59	View chart
Caterpillar (CAT)	0.0	$388k	+41%	365.00	1063.01	View chart
International Business Machines (IBM)	0.0	$387k	+142%	1.4k	281.05	View chart
Rush Street Interactive (RSI)	0.0	$387k	+4493%	13k	29.77	View chart
Snowflake Inc Cl A (SNOW)	0.0	$382k	+395%	1.5k	254.67	View chart
Ishares Tr Core S&p Ttl Stk Etf (ITOT)	0.0	$382k	+601%	2.3k	164.09	View chart
Invesco Exch Traded Fd Tr Ii Kbw Bk Etf Etf (KBWB)	0.0	$372k	+1207%	4.0k	93.00	View chart
Ishares Tr Glob Hlthcre Etf Etf (IXJ)	0.0	$370k	+967%	3.7k	98.72	View chart
First Tr Exchng Traded Fd Vi Ft Vest U.s Eqt Etf (GMAR)	0.0	$365k	+2297%	8.2k	44.25	View chart
Ishares Tr Core Div Grwth Etf (DGRO)	0.0	$355k	+1323%	4.7k	75.79	View chart
Ishares Inc Msci World Etf Etf (URTH)	0.0	$354k	+528%	1.7k	202.75	View chart
Vanguard Index Fds Mcap Gr Idxvip Etf (VOT)	0.0	$352k	+288%	1.2k	306.09	View chart
Reddit Inc Cl A Cl A (RDDT)	0.0	$350k	NEW	2.0k	174.13	View chart
Barclays Bank Plc Djubs Cmdt Etn36 Adr (DJP)	0.0	$350k	+1977%	8.0k	43.75	View chart
Procter & Gamble Company (PG)	0.0	$330k	+590%	2.3k	146.60	View chart
Spdr Series Trust St Str Sp Div Etf (SDY)	0.0	$319k	+591%	2.1k	152.27	View chart
Anthem (ELV)	0.0	$311k	+239%	802.00	387.78	View chart
Invesco Exchange Traded Fd T S&p500 Eql Enr Etf (RSPG)	0.0	$300k	+812%	3.1k	97.85	View chart
Corning Incorporated (GLW)	0.0	$300k	NEW	1.2k	255.10	View chart
Abbvie (ABBV)	0.0	$300k	NEW	1.2k	252.10	View chart
Charles Schwab Corporation (SCHW)	0.0	$297k	+934%	3.3k	90.55	View chart
Vaneck Etf Trust Gold Miners Etf Etf (GDX)	0.0	$296k	+992%	3.9k	75.45	View chart
Phillips 66 (PSX)	0.0	$295k	+449%	1.7k	169.35	View chart
Vaneck Etf Trust Mrngstr Wde Moat Etf (MOAT)	0.0	$295k	+972%	2.8k	103.80	View chart
Boston Scientific Corporation (BSX)	0.0	$294k	+2394%	6.8k	43.33	View chart
Howmet Aerospace (HWM)	0.0	$290k	+335%	1.1k	268.77	View chart
Ishares Tr Core S&p Scp Etf Etf (IJR)	0.0	$289k	+705%	2.0k	147.68	View chart
Uber Technologies (UBER)	0.0	$280k	+1291%	3.8k	74.25	View chart
Doordash Inc Cl A Cl A (DASH)	0.0	$280k	+574%	1.5k	184.57	View chart
ConocoPhillips (COP)	0.0	$277k	+655%	2.7k	104.14	View chart
Vanguard Intl Equity Index F Ftse Pacific Etf Etf (VPL)	0.0	$276k	+923%	2.4k	115.72	View chart
O'reilly Automotive (ORLY)	0.0	$270k	+983%	3.0k	90.00	View chart
Vanguard Index Fds Growth Etf Etf (VUG)	0.0	$268k	+1275%	3.1k	86.23	View chart
Etf Ser Solutions Defia Quant Etf Etf (QTUM)	0.0	$268k	NEW	1.6k	162.92	View chart
Select Sector Spdr Tr St Str Techn Etf Etf (XLK)	0.0	$267k	NEW	1.4k	189.50	View chart
Hilton Worldwide Holdings (HLT)	0.0	$263k	+228%	796.00	330.40	View chart
First Tr Exchng Traded Fd Vi Ft Vest U.s Eqt Etf (GSEP)	0.0	$255k	+2523%	6.2k	41.01	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt Etf (VEA)	0.0	$244k	+1463%	3.4k	71.24	View chart
Prologis (PLD)	0.0	$243k	+656%	1.8k	136.13	View chart
Texas Instruments Incorporated (TXN)	0.0	$241k	NEW	810.00	297.53	View chart
Blackrock MuniHoldings CA Insrd Fnd (MUC)	0.0	$240k	+9505%	22k	11.01	View chart
Alibaba Group Hldg Adr (BABA)	0.0	$237k	+786%	2.4k	96.89	View chart
Ishares Ethereum Tr Etf (ETHA)	0.0	$235k	+6223%	20k	11.91	View chart
Enterprise Products Partners (EPD)	0.0	$234k	+2547%	6.4k	36.82	View chart
Paypal Holdings (PYPL)	0.0	$233k	+1919%	5.4k	43.22	View chart
Wisdomtree Tr India Erngs Etf (EPI)	0.0	$233k	+2413%	5.5k	42.72	View chart
Vanguard Index Fds Real Estate Etf Etf (VNQ)	0.0	$230k	+947%	2.4k	96.27	View chart
Novo-nordisk A S Adr (NVO)	0.0	$223k	NEW	4.7k	47.91	View chart
Flutter Entmt Adr (FLUT)	0.0	$220k	+353%	2.2k	102.33	View chart
PNC Financial Services (PNC)	0.0	$212k	NEW	862.00	245.94	View chart
Abbott Laboratories (ABT)	0.0	$212k	+867%	2.3k	90.91	View chart
Spdr Index Shs Fds St Str Po Ex Etf Etf (SPDW)	0.0	$212k	NEW	4.2k	50.32	View chart
Welltower Inc Com reit (WELL)	0.0	$205k	NEW	902.00	227.27	View chart

Past Filings by LM Advisors

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

LM Advisors 2026 Q2 filed Aug. 12, 2026
LM Advisors 2026 Q1 filed May 14, 2026
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

Disclaimers: stockzoa.com is not operated by a broker, a dealer, or a registered investment adviser. Under no circumstances does any information posted on stockzoa.com represent a recommendation to purchase or sell a stock. The information on this site is not intended to be, nor does it constitute, investment advice or recommendations. The information on this site is in no way guaranteed for completeness, accuracy or in any other way. In no event shall stockzoa.com be liable to any member, guest or third party for any damages of any kind arising out of the use of any content available on stockzoa.com, or relating to the use of, or inability to use, stockzoa.com or any content, including, without limitation, any investment losses, lost profits, lost opportunity, special, incidental, indirect, consequential or punitive damages. Past performance is a poor indicator of future performance.

Fund Directory: 1-9 A B C D E F G H I J K L M N O P Q R S T U V W X-Z