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LM Advisors

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

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 735 positions in its portfolio as reported in the December 2023 quarterly 13F filing

LM Advisors has 735 total positions. Only the first 250 positions are shown.

Sign up to view all of the LM Advisors Dec. 31, 2023 positions
Download the LM Advisors December 2023 csv data

Company (Ticker)	Portfolio Weight	Valued At	Share Count	Share Price
Amazon (AMZN)	8.9	$44M	290k	151.94	View chart
Invesco Exch Trd Slf Idx Fd Rusl 1000 Dynm Etf (OMFL)	6.7	$33M	649k	51.41	View chart
Vanguard Index Fds S&p 500 Etf Etf (VOO)	6.3	$31M	72k	436.80	View chart
Spdr S&p 500 Etf Tr Tr Unit Etf (SPY)	5.7	$29M	60k	475.31	View chart
Apple (AAPL)	4.1	$21M	107k	192.53	View chart
Alphabet Inc Cap Stk Cl C CL C (GOOG)	4.1	$21M	146k	140.93	View chart
Vanguard Specialized Funds Div App Etf Etf (VIG)	3.2	$16M	93k	170.40	View chart
Microsoft Corporation (MSFT)	2.8	$14M	37k	381.14	View chart
Invesco Qqq Tr Unit Ser 1 Etf	2.8	$14M	34k	409.71	View chart
salesforce (CRM)	1.8	$9.2M	35k	263.14	View chart
Vanguard World Fds Health Car Etf Etf (VHT)	1.8	$9.2M	37k	250.70	View chart
Vanguard Index Fds Total Stk Mkt Etf (VTI)	1.7	$8.6M	36k	237.22	View chart
Alphabet Inc Cap Stk Cl A Cl A (GOOGL)	1.6	$7.8M	56k	139.69	View chart
Berkshire Hathaway Inc Del Cl A Cl A (BRK.A)	1.2	$6.0M	11.00	542625.00	View chart
Costco Wholesale Corporation (COST)	1.2	$5.8M	8.7k	660.08	View chart
Meta Platforms Inc Cl A Cl A (META)	1.1	$5.4M	15k	353.96	View chart
Spdr Dow Jones Indl Average Ut Ser 1 Etf (DIA)	1.1	$5.4M	14k	376.87	View chart
Berkshire Hathaway Inc Del Cl B CL B (BRK.B)	1.0	$5.2M	15k	356.66	View chart
Ishares Tr U.s. Med Dvc Etf Etf (IHI)	1.0	$4.9M	91k	53.97	View chart
Vanguard Index Fds Real Estate Etf Etf (VNQ)	1.0	$4.9M	55k	88.36	View chart
Vanguard Bd Index Fds Short Trm Bond Etf (BSV)	1.0	$4.8M	62k	77.02	View chart
First Tr Exchng Traded Fd Vi Ft Cboe Vest Us Etf (XJUN)	1.0	$4.8M	135k	35.13	View chart
First Tr Exchng Traded Fd Vi Cboe Vest Intl Etf (YSEP)	0.9	$4.3M	206k	20.74	View chart
Select Sector Spdr Tr Sbi Healthcare Etf (XLV)	0.8	$3.9M	29k	136.38	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf Etf (VWO)	0.8	$3.8M	92k	41.10	View chart
Nuveen Div. Advantage Muni. Fund (NAD)	0.7	$3.7M	321k	11.45	View chart
Nuveen CA Dividend Advantage Muni. Fund (NAC)	0.7	$3.6M	328k	11.09	View chart
Wells Fargo Co New Perp Pfd Cnv A PFD (WFC.PL)	0.7	$3.6M	3.0k	1198.49	View chart
Verizon Communications (VZ)	0.7	$3.6M	94k	37.70	View chart
Ishares Tr Core Msci Eafe Etf (IEFA)	0.7	$3.5M	49k	70.35	View chart
Ishares Inc Core Msci Emkt Etf (IEMG)	0.7	$3.4M	67k	50.58	View chart
Invesco Exchange Traded Fd T S&p500 Eql Wgt Etf (RSP)	0.7	$3.4M	21k	157.80	View chart
Eli Lilly & Co. (LLY)	0.6	$3.1M	5.4k	582.94	View chart
Vanguard Index Fds Value Etf Etf (VTV)	0.6	$3.0M	20k	149.50	View chart
NVIDIA Corporation (NVDA)	0.6	$3.0M	6.0k	495.21	View chart
Visa Inc Com Cl A Cl A (V)	0.6	$3.0M	11k	260.35	View chart
Ishares Tr Core S&p500 Etf Etf (IVV)	0.6	$2.9M	6.0k	477.63	View chart
First Tr Exchng Traded Fd Vi Us Eqt Buffer Etf (FFEB)	0.6	$2.8M	66k	42.67	View chart
Invesco Exch Traded Fd Tr Ii S&p500 Hdl Vol Etf (SPHD)	0.5	$2.5M	59k	42.41	View chart
Blackrock Science & Technolo Shs Ben Int Etf (BSTZ)	0.5	$2.4M	146k	16.71	View chart
Spdr Ser Tr S&p Biotech Etf (XBI)	0.5	$2.4M	27k	89.29	View chart
JPMorgan Chase & Co. (JPM)	0.5	$2.4M	14k	170.10	View chart
Ishares Tr Short Treas Bd Etf (SHV)	0.5	$2.3M	21k	110.13	View chart
Morgan Stanley (MS)	0.5	$2.2M	24k	93.25	View chart
Select Sector Spdr Tr Sbi Int-utils Etf (XLU)	0.4	$2.2M	35k	63.33	View chart
Tesla Motors (TSLA)	0.4	$2.2M	8.9k	248.47	View chart
Qualcomm (QCOM)	0.4	$2.2M	15k	144.63	View chart
Paypal Holdings (PYPL)	0.4	$2.2M	35k	61.41	View chart
Essex Property Trust (ESS)	0.4	$2.1M	8.6k	247.94	View chart
First Tr Exchng Traded Fd Vi Cboe Vest Us Eqt Etf (GJAN)	0.4	$2.1M	61k	34.48	View chart
Walt Disney Company (DIS)	0.4	$2.1M	23k	90.29	View chart
Ishares Gold Tr Ishares Etf (IAU)	0.4	$2.1M	53k	39.03	View chart
Merck & Co (MRK)	0.4	$1.9M	18k	109.02	View chart
Generac Holdings (GNRC)	0.4	$1.9M	15k	129.24	View chart
Bank of America Corporation (BAC)	0.4	$1.9M	55k	33.67	View chart
Invesco Exch Trd Slf Idx Fd Bulshs 2024 Cb Etf (BSCO)	0.4	$1.8M	88k	20.89	View chart
BlackRock Insured Municipal Income Trust (BYM)	0.4	$1.8M	162k	11.21	View chart
Oracle Corporation (ORCL)	0.4	$1.8M	17k	105.43	View chart
Lauder Estee Cos Inc Cl A Cl A (EL)	0.3	$1.7M	12k	146.25	View chart
Wal-Mart Stores (WMT)	0.3	$1.7M	11k	157.65	View chart
Sofi Technologies (SOFI)	0.3	$1.7M	168k	9.95	View chart
Controladora Vuela Cia De Avia	0.3	$1.6M	109k	14.65	View chart
Johnson & Johnson (JNJ)	0.3	$1.5M	9.6k	156.74	View chart
UnitedHealth (UNH)	0.3	$1.5M	2.9k	526.40	View chart
Goldman Sachs (GS)	0.3	$1.4M	3.6k	385.77	View chart
Thermo Fisher Scientific (TMO)	0.3	$1.3M	2.4k	530.86	View chart
Ishares Tr Ishares Biotech Etf (IBB)	0.3	$1.3M	9.5k	135.85	View chart
Netflix (NFLX)	0.3	$1.3M	2.6k	486.88	View chart
Vanguard World Fds Inf Tech Etf Etf (VGT)	0.2	$1.2M	2.5k	484.02	View chart
First Tr High Income Long / Com	0.2	$1.2M	96k	12.09	View chart
Blackrock Innovation And Grw Shs Ben Int Etf (BIGZ)	0.2	$1.1M	155k	7.33	View chart
Moderna (MRNA)	0.2	$1.1M	11k	99.45	View chart
Sba Communications Corp New Cl A Cl A (SBAC)	0.2	$1.1M	4.3k	253.70	View chart
American Express Company (AXP)	0.2	$1.1M	5.8k	187.34	View chart
Select Sector Spdr Tr Financial Etf (XLF)	0.2	$1.1M	29k	37.60	View chart
Exxon Mobil Corporation (XOM)	0.2	$1.1M	11k	99.98	View chart
Coca-Cola Company (KO)	0.2	$1.1M	18k	58.93	View chart
Alibaba Group Hldg Ads (BABA)	0.2	$1.0M	13k	77.51	View chart
Ishares Tr Calif Mun Bd Etf Etf (CMF)	0.2	$1.0M	17k	57.94	View chart
Ishares Tr Core S&p Mcp Etf Etf (IJH)	0.2	$959k	3.5k	277.15	View chart
Ishares Inc Msci Jpn Etf Etf (EWJ)	0.2	$914k	14k	64.14	View chart
Invesco Exchng Trad Slf Inde Invt Grd Defsv Etf (IIGD)	0.2	$873k	36k	24.29	View chart
Spdr Gold Tr Gold Etf (GLD)	0.2	$857k	4.5k	191.17	View chart
American Tower Reit (AMT)	0.2	$856k	4.0k	215.88	View chart
Home Depot (HD)	0.2	$848k	2.4k	346.62	View chart
Blackstone Secd Lending (BXSL)	0.2	$832k	30k	27.64	View chart
Abbott Laboratories (ABT)	0.2	$831k	7.5k	110.07	View chart
Boeing Company (BA)	0.2	$826k	3.2k	260.66	View chart
Blackstone Group Inc Com Cl A (BX)	0.2	$802k	6.1k	130.91	View chart
Citigroup (C)	0.2	$776k	15k	51.44	View chart
Palantir Technologies Inc Cl A Cl A (PLTR)	0.1	$741k	43k	17.17	View chart
Pimco Access Income Fund Shs Benfin Int Etf (PAXS)	0.1	$736k	52k	14.30	View chart
Ameriprise Financial (AMP)	0.1	$720k	1.9k	379.83	View chart
Mastercard Incorporated Cl A Cl A (MA)	0.1	$718k	1.7k	426.57	View chart
Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp Etf (MDY)	0.1	$706k	1.4k	507.38	View chart
Crowdstrike Hldgs Inc Cl A Cl A (CRWD)	0.1	$696k	2.7k	255.32	View chart
McDonald's Corporation (MCD)	0.1	$688k	2.3k	296.51	View chart
Adobe Systems Incorporated (ADBE)	0.1	$686k	1.2k	596.72	View chart
Ishares Tr Glob Hlthcre Etf Etf (IXJ)	0.1	$686k	7.9k	86.72	View chart
Edwards Lifesciences Corp	0.1	$684k	4.8k	142.42	View chart
Pfizer (PFE)	0.1	$640k	22k	28.79	View chart
Nuveen Dynamic Mun Opportuni SHS (NDMO)	0.1	$598k	60k	9.91	View chart
Applied Materials (AMAT)	0.1	$583k	3.6k	162.07	View chart
Vanguard Mun Bd Fds Tax Exempt Bd Etf (VTEB)	0.1	$570k	11k	51.05	View chart
Cadence Design Systems (CDNS)	0.1	$568k	2.1k	272.37	View chart
Nike Inc Cl B CL B (NKE)	0.1	$562k	5.2k	108.56	View chart
KLA-Tencor Corporation (KLAC)	0.1	$559k	961.00	581.30	View chart
Ishares Tr Rus 1000 Grw Etf Etf (IWF)	0.1	$555k	1.8k	303.17	View chart
Invesco Exchange Traded Fd T Aerospace Defn Etf (PPA)	0.1	$553k	6.0k	92.16	View chart
Lowe's Companies (LOW)	0.1	$548k	2.5k	222.56	View chart
Dollar General (DG)	0.1	$544k	4.0k	135.95	View chart
Motorola Solutions (MSI)	0.1	$528k	1.7k	313.09	View chart
Vanguard Index Fds Extend Mkt Etf Etf (VXF)	0.1	$522k	3.2k	164.42	View chart
Lockheed Martin Corporation (LMT)	0.1	$517k	1.1k	453.14	View chart
First Tr Exchng Traded Fd Vi Ft Cboe Vest Us Etf (XMAR)	0.1	$506k	15k	32.88	View chart
First Tr Exchng Traded Fd Vi Cboe Vest Us Eqt Etf (GJUN)	0.1	$502k	16k	31.79	View chart
Vanguard Intl Equity Index F Ftse Europe Etf Etf (VGK)	0.1	$500k	7.7k	64.48	View chart
First Tr Exchng Traded Fd Vi Cboe Vest Us Eqt Etf (FJUL)	0.1	$499k	12k	41.62	View chart
Wisdomtree Tr Japn Hedge Eqt Etf (DXJ)	0.1	$497k	5.7k	87.98	View chart
Global X Fds Lithium Btry Etf Etf (LIT)	0.1	$493k	9.7k	50.94	View chart
Enterprise Financial Services (EFSC)	0.1	$484k	11k	44.65	View chart
Procter & Gamble Company (PG)	0.1	$479k	3.3k	146.56	View chart
Workday Inc Cl A Com Cl A (WDAY)	0.1	$459k	1.7k	276.11	View chart
Blackrock MuniHoldings CA Insrd Fnd (MUC)	0.1	$452k	41k	11.13	View chart
International Business Machines (IBM)	0.1	$445k	2.7k	163.55	View chart
PNC Financial Services (PNC)	0.1	$434k	2.8k	154.85	View chart
Vanguard Index Fds Mcap Gr Idxvip Etf (VOT)	0.1	$428k	2.0k	219.57	View chart
Wisdomtree Tr Us Qtly Div Grt Etf (DGRW)	0.1	$414k	5.9k	70.28	View chart
Shopify Inc Cl A Cl A (SHOP)	0.1	$412k	5.3k	77.89	View chart
Flextronics International Ltd Com Stk (FLEX)	0.1	$409k	13k	30.46	View chart
BP Adr (BP)	0.1	$403k	11k	35.40	View chart
Owens Corning (OC)	0.1	$400k	2.7k	148.23	View chart
S&p Global (SPGI)	0.1	$399k	905.00	440.52	View chart
Autodesk (ADSK)	0.1	$394k	1.6k	243.48	View chart
Ishares Tr Msci Usa Min Vol Etf (USMV)	0.1	$393k	5.0k	78.03	View chart
Ishares Tr Us Aer Def Etf Etf (ITA)	0.1	$390k	3.1k	126.60	View chart
Chevron Corporation (CVX)	0.1	$385k	2.6k	149.16	View chart
GSK Adr (GSK)	0.1	$384k	10k	37.06	View chart
Kraneshares Tr Csi Chi Internet Etf (KWEB)	0.1	$376k	14k	27.00	View chart
Ishares Tr Russell 2000 Etf Etf (IWM)	0.1	$351k	1.8k	200.71	View chart
Deere & Company (DE)	0.1	$347k	867.00	399.98	View chart
Global Payments (GPN)	0.1	$337k	2.7k	127.00	View chart
Ishares Tr Rus 1000 Val Etf Etf (IWD)	0.1	$333k	2.0k	165.25	View chart
Lyft (LYFT)	0.1	$327k	22k	14.99	View chart
Parker-Hannifin Corporation (PH)	0.1	$326k	708.00	460.70	View chart
Colgate-Palmolive Company (CL)	0.1	$319k	4.0k	79.71	View chart
Vertex Pharmaceuticals Incorporated (VRTX)	0.1	$311k	763.00	406.89	View chart
Arch Capital Group (ACGL)	0.1	$310k	4.2k	74.27	View chart
ConocoPhillips (COP)	0.1	$307k	2.6k	116.07	View chart
General Motors Company (GM)	0.1	$306k	8.5k	35.92	View chart
First Tr High Income	0.1	$305k	4.0k	76.25	View chart
Arista Networks (ANET)	0.1	$301k	1.3k	235.51	View chart
Hess (HES)	0.1	$299k	2.1k	144.16	View chart
Occidental Petroleum Corporation (OXY)	0.1	$295k	4.9k	59.71	View chart
Charles Schwab Corporation (SCHW)	0.1	$295k	4.3k	68.80	View chart
Booking Holdings (BKNG)	0.1	$287k	81.00	3547.22	View chart
Ishares Tr Core S&p Scp Etf Etf (IJR)	0.1	$287k	2.6k	108.25	View chart
Gilead Sciences (GILD)	0.1	$283k	3.5k	81.01	View chart
Doubleline Yield (DLY)	0.1	$281k	19k	14.87	View chart
MercadoLibre (MELI)	0.1	$280k	178.00	1572.48	View chart
Carrier Global Corporation (CARR)	0.1	$279k	4.9k	57.45	View chart
Verisign (VRSN)	0.1	$276k	1.3k	205.96	View chart
Ishares Tr Russell 3000 Etf Etf (IWV)	0.1	$274k	1.0k	273.74	View chart
Ishares Tr Ishares Semicdtr Etf (SOXX)	0.1	$272k	472.00	576.29	View chart
First Tr Exchange Traded Fd Nasdaq Cyb Etf Etf (CIBR)	0.1	$269k	5.0k	53.84	View chart
First Tr Exchng Traded Fd Vi Ft Cboe Vest Us Etf (GMAR)	0.1	$267k	8.0k	33.40	View chart
Phillips 66 (PSX)	0.1	$267k	2.0k	133.14	View chart
Power Integrations (POWI)	0.1	$266k	3.2k	82.11	View chart
Pepsi (PEP)	0.1	$262k	1.5k	169.84	View chart
Raytheon Technologies Corp (RTX)	0.1	$257k	3.1k	84.14	View chart
Blackrock Ltd Duration Incom Etf (BLW)	0.1	$256k	18k	13.98	View chart
Lululemon Athletica (LULU)	0.1	$256k	500.00	511.29	View chart
Electronic Arts (EA)	0.1	$254k	1.9k	136.81	View chart
Reinsurance Group of America (RGA)	0.1	$253k	1.6k	161.78	View chart
Spdr Ser Tr S&p Divid Etf Etf (SDY)	0.1	$250k	2.0k	124.97	View chart
Constellation Brands Inc Cl A Cl A (STZ)	0.1	$250k	1.0k	241.75	View chart
Biogen Idec (BIIB)	0.1	$250k	965.00	258.77	View chart
Shell Plc Spon Ads Ads (SHEL)	0.0	$243k	3.7k	65.80	View chart
Ishares Tr Msci Emg Mkt Etf Etf (EEM)	0.0	$242k	6.0k	40.21	View chart
LKQ Corporation (LKQ)	0.0	$240k	5.0k	47.79	View chart
Evaxion Biotech A S Ads Ads	0.0	$231k	337k	0.69	View chart
CHECK POINT SOFTWARE Technolog Com Stk (CHKP)	0.0	$229k	1.5k	152.79	View chart
Spdr Index Shs Fds Euro Stoxx 50 Etf (FEZ)	0.0	$228k	4.8k	47.81	View chart
Baidu Inc Spon Adr Rep A Adr (BIDU)	0.0	$226k	1.9k	119.09	View chart
Ishares Tr Core Div Grwth Etf (DGRO)	0.0	$226k	4.2k	53.82	View chart
Ishares Tr Expnd Tec Sc Etf Etf (IGM)	0.0	$224k	500.00	448.18	View chart
Asml Holding (ASML)	0.0	$221k	292.00	756.92	View chart
Crown Castle Intl (CCI)	0.0	$219k	1.9k	115.19	View chart
Hertz Global Hldgs Inc W Exp 06/30/205 WT (HTZWW)	0.0	$218k	40k	5.48	View chart
Starwood Property Trust (STWD)	0.0	$216k	10k	21.02	View chart
State Street Corporation (STT)	0.0	$215k	2.8k	77.46	View chart
Vanguard Intl Equity Index F Ftse Pacific Etf Etf (VPL)	0.0	$210k	2.9k	72.03	View chart
Bank of New York Mellon Corporation (BK)	0.0	$204k	3.9k	52.05	View chart
Humana (HUM)	0.0	$204k	446.00	457.81	View chart
Ishares Tr Core Us Aggbd Et Etf (AGG)	0.0	$201k	2.0k	99.25	View chart
Wells Fargo & Company (WFC)	0.0	$199k	4.0k	49.22	View chart
Ishares Tr Core S&p Ttl Stk STK (ITOT)	0.0	$199k	1.9k	105.23	View chart
Hercules Technology Growth Capital (HTGC)	0.0	$198k	12k	16.67	View chart
MGM Resorts International. (MGM)	0.0	$198k	4.4k	44.68	View chart
O'reilly Automotive (ORLY)	0.0	$190k	200.00	950.08	View chart
Servicenow (NOW)	0.0	$190k	269.00	705.81	View chart
Oneok (OKE)	0.0	$186k	2.6k	70.22	View chart
BlackRock (BLK)	0.0	$185k	227.00	813.28	View chart
Wynn Resorts (WYNN)	0.0	$173k	1.9k	91.11	View chart
Vanguard Index Fds Sml Cp Grw Etf Etf (VBK)	0.0	$169k	700.00	241.77	View chart
Vale S A Ads	0.0	$165k	10k	15.86	View chart
Ecolab (ECL)	0.0	$163k	823.00	198.37	View chart
Ishares Tr China Lg-cap Etf Etf (FXI)	0.0	$161k	6.7k	24.03	View chart
Novo-nordisk A S Adr (NVO)	0.0	$158k	1.5k	103.45	View chart
At&t (T)	0.0	$157k	9.3k	16.78	View chart
Sherwin-Williams Company (SHW)	0.0	$156k	500.00	311.90	View chart
Pimco Dynamic Income Oprnts Com Ben SHS (PDO)	0.0	$155k	13k	12.24	View chart
Hologic (HOLX)	0.0	$155k	2.2k	71.45	View chart
Enterprise Products Partners (EPD)	0.0	$154k	5.9k	26.35	View chart
Nuveen California Municipal Value Fund (NCA)	0.0	$153k	17k	8.96	View chart
CVS Caremark Corporation (CVS)	0.0	$153k	1.9k	78.96	View chart
Hilton Worldwide Holdings (HLT)	0.0	$144k	793.00	182.09	View chart
Guggenheim Active Alloc (GUG)	0.0	$144k	9.8k	14.66	View chart
ON Semiconductor (ON)	0.0	$141k	1.7k	83.53	View chart
Rockwell Automation (ROK)	0.0	$140k	450.00	310.48	View chart
Vanguard Index Fds Sm Cp Val Etf Etf (VBR)	0.0	$138k	769.00	179.97	View chart
Taiwan Semiconductor Mfg Ads (TSM)	0.0	$136k	1.3k	104.02	View chart
Caterpillar (CAT)	0.0	$136k	461.00	295.67	View chart
Nextera Energy (NEE)	0.0	$136k	2.2k	60.73	View chart
Ishares Tr Select Divid Etf Etf (DVY)	0.0	$132k	1.1k	117.22	View chart
Sirius Xm Holdings (SIRI)	0.0	$131k	24k	5.47	View chart
Ubs Group (UBS)	0.0	$131k	4.2k	30.90	View chart
Spdr Ser Tr S&p Regl Bkg Etf (KRE)	0.0	$131k	2.5k	52.43	View chart
Hyatt Hotels Corp Com Cl A Com Cl A (H)	0.0	$130k	1.0k	130.41	View chart
Ark Etf Tr Fintech Innova Etf (ARKF)	0.0	$129k	4.7k	27.58	View chart
General Electric (GE)	0.0	$128k	1.0k	127.63	View chart
Simon Property (SPG)	0.0	$122k	858.00	142.64	View chart
Ishares Tr Jpmorgan Usd Emg Etf (EMB)	0.0	$121k	1.4k	89.06	View chart
Nuveen (NMCO)	0.0	$119k	12k	9.97	View chart
Anthem (ELV)	0.0	$118k	250.00	471.56	View chart
Vaneck Etf Trust Semiconductr Etf Etf (SMH)	0.0	$117k	666.00	174.96	View chart
Bumble Inc Com Cl A Cl A (BMBL)	0.0	$115k	7.8k	14.74	View chart
Ishares Tr Gl Clean Ene Etf Etf (ICLN)	0.0	$115k	7.4k	15.57	View chart
Marriott Intl Inc New Cl A Cl A (MAR)	0.0	$114k	507.00	225.51	View chart
Crocs (CROX)	0.0	$112k	1.2k	93.41	View chart
Vanguard World Fds Industrial Etf Etf (VIS)	0.0	$112k	508.00	220.43	View chart
Las Vegas Sands (LVS)	0.0	$111k	2.3k	49.21	View chart
Invesco Qqq Tr	0.0	$111k	9.5k	11.64	View chart
Coinbase Global Inc Com Cl A Cl A (COIN)	0.0	$110k	634.00	173.88	View chart
Regeneron Pharmaceuticals (REGN)	0.0	$110k	125.00	878.29	View chart
Kroger (KR)	0.0	$110k	2.4k	45.71	View chart
Fulcrum Therapeutics (FULC)	0.0	$109k	16k	6.75	View chart
Halliburton Company (HAL)	0.0	$109k	3.0k	36.15	View chart
Advanced Micro Devices (AMD)	0.0	$107k	726.00	147.41	View chart
Realty Income (O)	0.0	$106k	1.8k	57.42	View chart

Past Filings by LM Advisors

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

LM Advisors 2023 Q4 filed Feb. 14, 2024

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