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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, NAC, SPY, NAD, AMZN, and represent 28.45% of LM Advisors's stock portfolio.
Added to shares of these 10 stocks: NAC, NAD, MHD, NDMO, DGRW, TDEC, PANW, CMF, SPY, BX.
Started 14 new stock positions in MHD, NAD, VUG, GDX, UBER, NDMO, CAT, TDEC, NAC, SNOW. ESLT, SCHW, CMF, JMUB.
Reduced shares in these 10 stocks: BYM, SOFI, AMZN, OMFL, OBDC, AI, ACP, MSDL, GOOG, AAPL.
Sold out of its positions in AMT, BYM, AI, GSK, HTGC, AAXJ, NVO, RBLX, SBAC, WM. WYNN, BIRK.
LM Advisors was a net buyer of stock by $437k.
LM Advisors has $6.3M in assets under management (AUM), dropping by 13.71%.
Central Index Key (CIK): 0002011314

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Portfolio Holdings for LM Advisors

LM Advisors holds 212 positions in its portfolio as reported in the March 2026 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)	9.4	$595k	-5%	36k	16.66	View chart
Nuveen CA Dividend Advantage Muni. Fund (NAC)	5.2	$331k	NEW	3.9k	85.83	View chart
State Str Spdr S&p 500 Etf T Tr Unit Etf (SPY)	5.0	$318k	+4%	52k	6.08	View chart
Nuveen Div. Advantage Muni. Fund (NAD)	4.7	$298k	NEW	3.4k	87.11	View chart
Amazon (AMZN)	4.1	$258k	-13%	54k	4.81	View chart
First Tr Exchng Traded Fd Vi Ft Vest Int Eq M Etf (YSEP)	3.2	$201k	-3%	5.3k	38.21	View chart
Owl Rock Capital Corporation (OBDC)	2.8	$179k	-11%	2.0k	88.06	View chart
BlackRock MuniHoldings Fund (MHD)	2.5	$157k	NEW	1.8k	88.66	View chart
Alphabet Inc Cap Stk Cl C Cl C (GOOG)	2.2	$137k	-9%	39k	3.50	View chart
Sofi Technologies (SOFI)	1.7	$105k	-47%	1.7k	62.99	View chart
Apple (AAPL)	1.6	$103k	-10%	26k	3.96	View chart
Vanguard Specialized Funds Div App Etf Etf (VIG)	1.6	$101k		22k	4.65	View chart
Vanguard Index Fds S&p 500 Etf Etf (VOO)	1.5	$94k		56k	1.67	View chart
First Tr Exchng Traded Fd Vi Ft Vest U.s Etf (XJUN)	1.5	$93k		4.0k	23.29	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt Etf (FFEB)	1.4	$92k	-3%	5.1k	17.93	View chart
Ishares Bitcoin Trust Etf Shs Ben Int Etf (IBIT)	1.4	$90k	-6%	3.4k	26.02	View chart
First Tr Exchange Traded Fd Smid Risng Etf Etf (SDVY)	1.4	$88k		3.5k	25.38	View chart
Aberdeen Income Cred Strat (ACP)	1.4	$88k	-15%	450.00	195.88	View chart
Invesco Qqq Tr Unit Ser 1 Etf (QQQ)	1.3	$80k	+3%	46k	1.73	View chart
Vanguard Bd Index Fds Short Trm Bond Etf (BSV)	1.2	$75k		5.9k	12.75	View chart
Morgan Stanley Direct Le (MSDL)	1.2	$73k	-17%	1.1k	69.39	View chart
Wisdomtree Tr Us Qtly Div Grt Etf (DGRW)	1.1	$70k	+160%	6.2k	11.38	View chart
Vanguard Intl Equity Index F Ftse Emr Mkt Etf Etf (VWO)	1.1	$68k		3.7k	18.50	View chart
Ishares Inc Core Msci Emkt Etf (IEMG)	1.0	$66k		4.6k	14.37	View chart
Invesco Exchange Traded Fd T S&p500 Eql Wgt Etf (RSP)	1.0	$65k	+7%	12k	5.21	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt Etf (GJAN)	1.0	$62k	-2%	2.6k	23.86	View chart
Ishares Inc Msci Emerg Mrkt Etf (EEMV)	0.9	$60k		4.4k	13.75	View chart
Golub Capital BDC (GBDC)	0.9	$60k	-6%	754.00	79.02	View chart
Ishares Tr U.s. Med Dvc Etf Etf (IHI)	0.9	$58k	-16%	3.1k	18.77	View chart
First Tr Exchng Traded Fd Vi Ft Vest Inter Eq Etf (YMAR)	0.9	$58k		1.6k	36.58	View chart
Invesco Exch Traded Fd Tr Ii S&p500 Hdl Vol Etf (SPHD)	0.9	$57k	+3%	2.8k	20.16	View chart
Columbia Etf Tr I Resh Enhnc Cor Etf (RECS)	0.8	$53k	-3%	2.1k	25.71	View chart
Select Sector Spdr Tr State Street Uti Etf (XLU)	0.8	$53k		2.4k	21.79	View chart
Ea Series Trust Altrius Gbl Div Etf (DIVD)	0.8	$52k	+23%	2.1k	24.38	View chart
Ishares Gold Tr Ishares Etf (IAU)	0.8	$51k	+4%	4.5k	11.34	View chart
Bank of America Corporation (BAC)	0.8	$51k	-10%	2.5k	20.52	View chart
Columbia Etf Tr I Multi Sec Muni Etf (MUST)	0.8	$49k	+8%	1.0k	48.78	View chart
Alphabet Inc Cap Stk Cl A Cl A (GOOGL)	0.8	$49k	-3%	14k	3.48	View chart
Wal-Mart Stores (WMT)	0.7	$46k	+11%	5.7k	8.03	View chart
Ishares Tr Core Msci Eafe Etf (IEFA)	0.7	$44k	+28%	4.0k	11.05	View chart
Nuveen Dynamic (NDMO)	0.7	$43k	NEW	447.00	97.19	View chart
Palantir Technologies Inc Cl A Cl A (PLTR)	0.7	$43k	-10%	6.4k	6.84	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt Etf (FJUN)	0.7	$42k	-14%	2.4k	17.70	View chart
Select Sector Spdr Tr State Street Fin Etf (XLF)	0.6	$40k	+3%	2.0k	20.25	View chart
Berkshire Hathaway Inc Del Cl B Cl B (BRK.B)	0.6	$39k	-5%	19k	2.09	View chart
Blackrock Science & Technolo Shs Ben Int Etf (BSTZ)	0.6	$39k	-8%	858.00	45.16	View chart
Microsoft Corporation (MSFT)	0.6	$38k	-17%	14k	2.70	View chart
NVIDIA Corporation (NVDA)	0.6	$37k	-4%	6.5k	5.73	View chart
State Str Spdr Dow Jones Ind Ut Ser 1 Etf (DIA)	0.6	$36k	-4%	17k	2.16	View chart
Vanguard Index Fds Total Stk Mkt Etf (VTI)	0.6	$35k	-4%	11k	3.12	View chart
Life Time Group Holdings (LTH)	0.5	$34k	-13%	916.00	37.12	View chart
First Tr Exchng Traded Fd Vi Ft Vest U.s Eqt Etf (GJUN)	0.5	$31k		1.2k	25.48	View chart
Vanguard World Fd Health Car Etf Etf (VHT)	0.5	$31k	-5%	8.5k	3.68	View chart
Ishares Inc Msci Japan Etf Etf (EWJ)	0.5	$31k	+6%	2.6k	11.84	View chart
Proshares Tr Ultrapro Qqq Etf (TQQQ)	0.5	$30k	+12%	1.3k	24.00	View chart
Invesco Exchange Traded Fd T S&p500 Eql Hlt Etf (RSPH)	0.5	$30k	-6%	900.00	33.12	View chart
Invesco Exch Trd Slf Idx Fd Invt Grd Defsv Etf (IIGD)	0.5	$29k	+4%	721.00	40.66	View chart
Pfizer (PFE)	0.5	$29k	+12%	801.00	35.62	View chart
Select Sector Spdr Tr State Street Hea Etf (XLV)	0.4	$24k	-9%	3.6k	6.82	View chart
Verizon Communications (VZ)	0.4	$24k	+19%	1.2k	19.92	View chart
First Tr Exchng Traded Fd Vi Ft Vest Emerging Etf (TDEC)	0.4	$24k	NEW	586.00	41.11	View chart
Blackstone Secd Lending (BXSL)	0.4	$24k	-5%	587.00	40.87	View chart
Palo Alto Networks (PANW)	0.4	$23k	+301%	3.6k	6.24	View chart
Blackrock MuniHoldings CA Insrd Fnd (MUC)	0.3	$22k		227.00	96.05	View chart
Netflix (NFLX)	0.3	$20k	+23%	2.0k	10.40	View chart
Ishares Ethereum Tr Etf (ETHA)	0.3	$20k	-29%	312.00	63.23	View chart
Blackstone Group Inc Com Cl A (BX)	0.3	$19k	+133%	2.2k	8.70	View chart
Citigroup (C)	0.3	$19k	+9%	2.2k	8.87	View chart
Royalty Pharma Plc Shs Class A Adr (RPRX)	0.3	$19k	+33%	909.00	20.84	View chart
salesforce (CRM)	0.3	$18k	-27%	3.4k	5.37	View chart
Vanguard Index Fds Value Etf Etf (VTV)	0.3	$17k	+3%	3.3k	5.12	View chart
Ishares Tr Calif Mun Bd Etf Etf (CMF)	0.3	$17k	NEW	959.00	17.59	View chart
Broadcom (AVGO)	0.3	$17k	-6%	5.1k	3.23	View chart
Meta Platforms Inc Cl A Cl A (META)	0.3	$16k	-18%	9.4k	1.75	View chart
Nextera Energy (NEE)	0.2	$16k	+15%	1.5k	10.77	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt Etf (XMAR)	0.2	$15k		615.00	25.01	View chart
Alexandria Real Estate Equities (ARE)	0.2	$15k	-29%	695.00	21.21	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt Etf (FSEP)	0.2	$15k		736.00	19.87	View chart
Oracle Corporation (ORCL)	0.2	$15k	-34%	2.1k	6.80	View chart
Merck & Co (MRK)	0.2	$14k	+14%	1.7k	8.26	View chart
JPMorgan Chase & Co. (JPM)	0.2	$14k	-3%	4.1k	3.40	View chart
Iris Energy (IREN)	0.2	$14k	+18%	467.00	29.15	View chart
Proshares Tr Ultrpro Dow30 Etf (UDOW)	0.2	$13k	-4%	668.00	19.94	View chart
Rush Street Interactive (RSI)	0.2	$13k	+11%	283.00	45.94	View chart
Ishares Tr Trust Ishare 0-1 Etf (SHV)	0.2	$13k	-6%	1.4k	9.06	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt Etf (FMAR)	0.2	$13k	-25%	614.00	20.64	View chart
Spdr Gold Tr Gold Etf (GLD)	0.2	$13k	+15%	5.4k	2.32	View chart
Qualcomm (QCOM)	0.2	$13k	-19%	1.6k	7.78	View chart
Walt Disney Company (DIS)	0.2	$13k	-28%	1.2k	10.38	View chart
First Tr Exchange-traded Fd Nasdaq Cyb Etf Etf (CIBR)	0.2	$13k	-16%	781.00	15.95	View chart
Coca-Cola Company (KO)	0.2	$12k	+9%	920.00	13.14	View chart
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt Etf (FJUL)	0.2	$12k	-3%	646.00	18.58	View chart
Vanguard Mun Bd Fds Tax Exempt Bd Etf (VTEB)	0.2	$11k		557.00	20.03	View chart
Advanced Micro Devices (AMD)	0.2	$11k	-8%	2.2k	4.92	View chart
Enterprise Financial Services (EFSC)	0.2	$11k		586.00	18.48	View chart
Servicenow (NOW)	0.2	$11k	+437%	1.1k	9.57	View chart
Ishares Tr Russell 3000 Etf Etf (IWV)	0.2	$11k	+3%	3.9k	2.70	View chart
Shopify Inc Cl A Sub Vtg Cl A (SHOP)	0.2	$11k	+160%	1.3k	8.43	View chart
Realty Income (O)	0.2	$10k	-24%	632.00	16.27	View chart
Ishares Tr Expanded Tech Etf (IGV)	0.2	$9.9k	+260%	789.00	12.49	View chart
Tesla Motors (TSLA)	0.2	$9.6k	-10%	3.6k	2.69	View chart
Proshares Tr Ultrpro S&p500 Etf (UPRO)	0.2	$9.5k	+39%	921.00	10.31	View chart
Ishares Tr Core S&p Mcp Etf Etf (IJH)	0.1	$9.5k	+2%	638.00	14.82	View chart
Johnson & Johnson (JNJ)	0.1	$9.0k	+16%	2.2k	4.09	View chart
Vanguard Intl Equity Index F Ftse Europe Etf Etf (VGK)	0.1	$8.5k	+13%	703.00	12.13	View chart
First Tr Exchng Traded Fd Vi Ft Vest U.s Eqt Etf (GMAR)	0.1	$8.2k		344.00	23.98	View chart
Exxon Mobil Corporation (XOM)	0.1	$8.2k	+41%	1.4k	5.88	View chart
Visa Inc Com Cl A Cl A (V)	0.1	$8.1k	-13%	2.4k	3.31	View chart
Barclays Bank Plc Djubs Cmdt Etn36 Adr (DJP)	0.1	$8.0k	+27%	385.00	20.78	View chart
J P Morgan Exchange Traded F Municipal Etf Etf (JMUB)	0.1	$7.8k	NEW	388.00	20.02	View chart
Direxion Shares Etf Trust Daily Semiconduc Etf (SOXL)	0.1	$7.8k	+71%	371.00	20.89	View chart
Listed Fds Tr Horizon Kinetics Etf (INFL)	0.1	$7.6k	+25%	394.00	19.22	View chart
Spdr Series Trust State Street Spd Etf (XBI)	0.1	$7.5k		955.00	7.83	View chart
Select Sector Spdr Tr State Street Ene Etf (XLE)	0.1	$6.8k	+36%	415.00	16.31	View chart
Ishares Tr Ishares Biotech Etf (IBB)	0.1	$6.6k		1.1k	5.92	View chart
Enterprise Products Partners (EPD)	0.1	$6.4k	+17%	240.00	26.48	View chart
First Tr Exchng Traded Fd Vi Ft Vest U.s Eqt Etf (GSEP)	0.1	$6.2k		237.00	26.24	View chart
Morgan Stanley (MS)	0.1	$6.1k	-7%	1.0k	6.08	View chart
Invesco Exchange Traded Fd T Aerospace Defn Etf (PPA)	0.1	$6.0k	+5%	994.00	6.04	View chart
Ishares Tr Msci Emg Mkt Etf Etf (EEM)	0.1	$6.0k	+4%	338.00	17.62	View chart
Paypal Holdings (PYPL)	0.1	$5.9k	-29%	267.00	22.13	View chart
Essex Property Trust (ESS)	0.1	$5.9k	-11%	1.4k	4.09	View chart
Costco Wholesale Corporation (COST)	0.1	$5.4k	+15%	5.4k	1.00	View chart
Wisdomtree Tr India Erngs Etf (EPI)	0.1	$5.3k	-2%	217.00	24.52	View chart
J P Morgan Exchange Traded F Betabuldrs Japan Etf (BBJP)	0.1	$5.2k	+4%	360.00	14.57	View chart
Adobe Systems Incorporated (ADBE)	0.1	$5.1k	-35%	1.2k	4.11	View chart
Eli Lilly & Co. (LLY)	0.1	$5.1k	-14%	4.7k	1.09	View chart
Chevron Corporation (CVX)	0.1	$4.9k	+49%	1.0k	4.83	View chart
General Motors Company (GM)	0.1	$4.8k	-31%	359.00	13.41	View chart
Spdr Index Shs Fds State Street Spd Etf (FEZ)	0.1	$4.8k	-3%	296.00	16.10	View chart
Nike Inc Cl B Cl B (NKE)	0.1	$4.7k	-12%	249.00	18.95	View chart
Ishares Tr Core Div Grwth Etf (DGRO)	0.1	$4.7k		329.00	14.24	View chart
Flutter Entmt Adr (FLUT)	0.1	$4.6k	+120%	474.00	9.81	View chart
Raytheon Technologies Corp (RTX)	0.1	$4.4k	+23%	841.00	5.20	View chart
Boston Scientific Corporation (BSX)	0.1	$4.3k	+2%	272.00	15.95	View chart
Goldman Sachs (GS)	0.1	$4.3k	+2%	3.6k	1.18	View chart
Ishares Tr Core Us Aggbd Et Etf (AGG)	0.1	$4.2k	-2%	413.00	10.06	View chart
Fiserv (FISV)	0.1	$4.0k	-16%	224.00	17.90	View chart
Invesco Exch Traded Fd Tr Ii Kbw Bk Etf Etf (KBWB)	0.1	$4.0k	-9%	306.00	13.07	View chart
Ishares Tr Iboxx Inv Cp Etf Etf (LQD)	0.1	$4.0k		434.00	9.17	View chart
Ishares Tr Us Aer Def Etf Etf (ITA)	0.1	$4.0k	+2%	866.00	4.57	View chart
UnitedHealth (UNH)	0.1	$3.9k	-34%	1.1k	3.70	View chart
Vaneck Etf Trust Gold Miners Etf Etf (GDX)	0.1	$3.9k	NEW	359.00	10.91	View chart
State Str Spdr S&p Midcap 40 Utser1 S&pdcrp Etf (MDY)	0.1	$3.9k	+2%	2.4k	1.62	View chart
Direxion Shares Etf Trust Daily S&p 500 Bu Etf (SPXL)	0.1	$3.8k	-16%	712.00	5.41	View chart
Uber Technologies (UBER)	0.1	$3.8k	NEW	271.00	13.89	View chart
Ishares Tr Glob Hlthcre Etf Etf (IXJ)	0.1	$3.7k	-3%	351.00	10.68	View chart
Mastercard Incorporated Cl A Cl A (MA)	0.1	$3.7k	-12%	1.8k	2.00	View chart
Marvell Technology (MRVL)	0.1	$3.6k	+3%	360.00	10.08	View chart
Taiwan Semiconductor Manufac Adr (TSM)	0.1	$3.6k	+49%	1.2k	2.95	View chart
Target Corporation (TGT)	0.1	$3.6k	+13%	432.00	8.33	View chart
Applovin Corp Com Cl A Cl A (APP)	0.1	$3.5k	-38%	1.4k	2.51	View chart
Texas Roadhouse (TXRH)	0.1	$3.5k	-12%	578.00	6.06	View chart
Bank of New York Mellon Corporation (BK)	0.1	$3.5k	+2%	415.00	8.42	View chart
Wells Fargo & Co Perp Pfd Cnv A Conv (WFC.PL)	0.1	$3.5k	-5%	4.0k	0.87	View chart
Vanguard Tax-managed Fds Van Ftse Dev Mkt Etf (VEA)	0.1	$3.4k	+2%	219.00	15.64	View chart
Charles Schwab Corporation (SCHW)	0.1	$3.4k	NEW	317.00	10.62	View chart
Invesco Exchange Traded Fd T S&p500 Eql Enr Etf (RSPG)	0.0	$3.1k	+37%	336.00	9.12	View chart
O'reilly Automotive (ORLY)	0.0	$3.0k		277.00	10.85	View chart
Ishares Tr Expnd Tec Sc Etf Etf (IGM)	0.0	$3.0k	-8%	356.00	8.43	View chart
Ishares Tr Rus 1000 Grw Etf Etf (IWF)	0.0	$2.9k	-9%	1.3k	2.35	View chart
Ishares Tr Rus 1000 Val Etf Etf (IWD)	0.0	$2.9k		628.00	4.68	View chart
Vanguard Index Fds Extend Mkt Etf Etf (VXF)	0.0	$2.9k	+20%	600.00	4.86	View chart
Home Depot (HD)	0.0	$2.8k	-7%	928.00	3.04	View chart
Vaneck Etf Trust Mrngstr Wde Moat Etf (MOAT)	0.0	$2.7k	+9%	265.00	10.35	View chart
Ishares Tr Core S&p500 Etf Etf (IVV)	0.0	$2.7k	-4%	1.8k	1.53	View chart
ConocoPhillips (COP)	0.0	$2.7k	+41%	352.00	7.56	View chart
Eaton Corp Adr (ETN)	0.0	$2.6k	+7%	930.00	2.80	View chart
Airbnb Inc Com Cl A Cl A (ABNB)	0.0	$2.6k	-6%	328.00	7.92	View chart
Vanguard Index Fds Real Estate Etf Etf (VNQ)	0.0	$2.6k		228.00	11.27	View chart
Ishares Tr Russell 2000 Etf Etf (IWM)	0.0	$2.5k	-55%	623.00	4.03	View chart
American Express Company (AXP)	0.0	$2.4k	-4%	734.00	3.31	View chart
Vanguard Intl Equity Index F Ftse Pacific Etf Etf (VPL)	0.0	$2.4k	+7%	233.00	10.24	View chart
International Business Machines (IBM)	0.0	$2.4k	-5%	568.00	4.16	View chart
Abbott Laboratories (ABT)	0.0	$2.3k	-19%	241.00	9.72	View chart
State Street Corporation (STT)	0.0	$2.3k		296.00	7.90	View chart
Ishares Tr Core S&p Ttl Stk Etf (ITOT)	0.0	$2.3k	+18%	332.00	7.01	View chart
Boeing Company (BA)	0.0	$2.3k	-8%	456.00	5.03	View chart
Procter & Gamble Company (PG)	0.0	$2.3k	+2%	326.00	6.91	View chart
Crowdstrike Hldgs Inc Cl A Cl A (CRWD)	0.0	$2.2k	-14%	868.00	2.56	View chart
Alibaba Group Hldg Adr (BABA)	0.0	$2.2k	-32%	276.00	7.97	View chart
Vanguard World Fd Inf Tech Etf Etf (VGT)	0.0	$2.1k	-24%	1.5k	1.43	View chart
Spdr Series Trust State Street Spd Etf (SDY)	0.0	$2.1k	+4%	303.00	6.86	View chart
Snowflake Inc Cl A (SNOW)	0.0	$2.0k	NEW	303.00	6.64	View chart
Ishares Tr Ishares Semicdtr Etf (SOXX)	0.0	$2.0k	+9%	651.00	3.04	View chart
Ishares Tr Core S&p Scp Etf Etf (IJR)	0.0	$2.0k	+3%	243.00	8.05	View chart
Lockheed Martin Corporation (LMT)	0.0	$1.9k	+24%	1.2k	1.65	View chart
Prologis (PLD)	0.0	$1.8k	-52%	236.00	7.56	View chart
Phillips 66 (PSX)	0.0	$1.7k	+40%	317.00	5.50	View chart
Vaneck Etf Trust Semiconductr Etf Etf (SMH)	0.0	$1.7k	+11%	642.00	2.61	View chart
McDonald's Corporation (MCD)	0.0	$1.6k		507.00	3.22	View chart
General Electric (GE)	0.0	$1.6k	+19%	459.00	3.51	View chart
Ishares Inc Msci World Etf Etf (URTH)	0.0	$1.5k	+27%	278.00	5.56	View chart
Doordash Inc Cl A Cl A (DASH)	0.0	$1.5k	-34%	225.00	6.68	View chart
Check Point Software Tech Lt Ord Ord (CHKP)	0.0	$1.5k	-23%	214.00	7.01	View chart
Thermo Fisher Scientific (TMO)	0.0	$1.5k	-16%	724.00	2.03	View chart
S&p Global (SPGI)	0.0	$1.4k	+40%	612.00	2.35	View chart
Vanguard Index Fds Mcap Gr Idxvip Etf (VOT)	0.0	$1.1k	-7%	296.00	3.89	View chart
Applied Materials (AMAT)	0.0	$1.1k	+43%	371.00	2.93	View chart
Howmet Aerospace (HWM)	0.0	$1.1k	+12%	248.00	4.33	View chart
Blackrock (BLK)	0.0	$1.0k	-19%	984.00	1.04	View chart
Asml Hldg Nv N Y Registry Adr (ASML)	0.0	$989.033800	+34%	1.3k	0.76	View chart
Anthem (ELV)	0.0	$807.002000	-65%	236.00	3.42	View chart
Hilton Worldwide Holdings (HLT)	0.0	$796.010600	+6%	242.00	3.29	View chart
Ge Vernova (GEV)	0.0	$666.000300	+111%	581.00	1.15	View chart
McKesson Corporation (MCK)	0.0	$542.023300	+5%	469.00	1.16	View chart
Vanguard Index Fds Growth Etf Etf (VUG)	0.0	$517.992000	NEW	226.00	2.29	View chart
Caterpillar (CAT)	0.0	$364.992600	NEW	258.00	1.41	View chart
KLA-Tencor Corporation (KLAC)	0.0	$285.012000	+22%	420.00	0.68	View chart
Elbit Sys Ltd Ord Adr (ESLT)	0.0	$249.990400	NEW	212.00	1.18	View chart
MercadoLibre (MELI)	0.0	$236.980000	-43%	410.00	0.58	View chart
Berkshire Hathaway Inc Del Cl A Cl A (BRK.A)	0.0	$10.053400	-4%	7.2k	0.00	View chart

Past Filings by LM Advisors

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

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

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