Lm Advisors LLC Top Holdings and 13F Report (2025) About Lm Advisors LLCInvestment ActivityLm Advisors LLC has $555.40 thousand in total holdings as of December 31, 2024.Lm Advisors LLC owns shares of 215 different stocks, but just 57 companies or ETFs make up 80% of its holdings.Approximately 8.99% of the portfolio was purchased this quarter.About 5.07% of the portfolio was sold this quarter.This quarter, Lm Advisors LLC has purchased 186 new stocks and bought additional shares in 98 stocks.Lm Advisors LLC sold shares of 55 stocks and completely divested from 7 stocks this quarter.Largest Holdings Amazon.com $47,314Vanguard S&P 500 ETF $40,857SPDR S&P 500 ETF Trust $35,270Invesco Russell 1000 Dynamic Multifactor ETF $33,718Apple $22,715 Largest New Holdings this Quarter 69121K104 - Blue Owl Capital $1,762 Holding620076307 - Motorola Solutions $1,238 HoldingY2573F102 - Flex $1,007 Holding548661107 - Lowe's Companies $970 Holding759351604 - Reinsurance Group of America $960 Holding Largest Purchases this Quarter SPDR S&P 500 ETF Trust 4,872 shares (about $2.73K)Blue Owl Capital 120,161 shares (about $1.76K)Eaton 5,917 shares (about $1.61K)Invesco S&P 500 Equal Weight ETF 8,977 shares (about $1.56K)Invesco QQQ 3,251 shares (about $1.52K) Largest Sales this Quarter UnitedHealth Group 1,936 shares (about $1.01K)Direxion Daily Semiconductors Bull 3x Shares 55,200 shares (about $880.44)International Business Machines 1,659 shares (about $412.58)Vanguard Real Estate ETF 2,976 shares (about $269.42)Essex Property Trust 814 shares (about $249.59) Sector Allocation Over TimeMap of 500 Largest Holdings ofLm Advisors LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorAMZNAmazon.com$47,314$973 ▲2.1%248,6838.5%Retail/WholesaleVOOVanguard S&P 500 ETF$40,857$1,173 ▲3.0%79,5027.4%ETFSPYSPDR S&P 500 ETF Trust$35,270$2,725 ▲8.4%63,0516.4%FinanceOMFLInvesco Russell 1000 Dynamic Multifactor ETF$33,718$370 ▲1.1%632,4856.1%ETFAAPLApple$22,715$1,123 ▲5.2%102,2584.1%Computer and TechnologyGOOGAlphabet$21,150$125 ▲0.6%135,3793.8%Computer and TechnologyVIGVanguard Dividend Appreciation ETF$18,776$612 ▲3.4%96,7893.4%ETFQQQInvesco QQQ$15,825$1,524 ▲10.7%33,7482.8%FinanceMSFTMicrosoft$15,178$1,399 ▲10.2%40,4322.7%Computer and TechnologyRSPInvesco S&P 500 Equal Weight ETF$10,435$1,555 ▲17.5%60,2361.9%ETFVTIVanguard Total Stock Market ETF$9,590$217 ▼-2.2%34,8921.7%ETFVHTVanguard Health Care ETF$8,755$21 ▲0.2%33,0711.6%ETFGOOGLAlphabet$8,645$1,041 ▲13.7%55,9031.6%Computer and TechnologyBRK.ABerkshire Hathaway$7,9840.0%101.4%FinanceMETAMeta Platforms$7,983$243 ▲3.1%13,8511.4%Computer and TechnologyBRK.BBerkshire Hathaway$7,840$166 ▲2.2%14,7211.4%FinanceDIASPDR Dow Jones Industrial Average ETF Trust$6,126$467 ▲8.2%14,5911.1%FinanceBSVVanguard Short-Term Bond ETF$5,8460.0%74,6841.1%ETFNVDANVIDIA$4,891$1,481 ▲43.4%45,1240.9%Computer and TechnologyLLYEli Lilly and Company$4,855$215 ▼-4.2%5,8780.9%MedicalCRMSalesforce$4,719$56 ▲1.2%17,5850.8%Computer and TechnologyCOSTCostco Wholesale$4,559$16 ▼-0.4%4,8200.8%Retail/WholesaleYSEPFT Vest International Equity Buffer ETF - September$4,439$71 ▲1.6%195,2800.8%ETFFFEBFT Vest U.S. Equity Buffer ETF - February$4,335$63 ▲1.5%88,8480.8%ETFIHIiShares U.S. Medical Devices ETF$4,271$200 ▼-4.5%70,9620.8%ETFWFC.PLWells Fargo & Co. Pfd. Series L$4,163$30 ▲0.7%3,4670.7%FinanceXLVHealth Care Select Sector SPDR Fund$3,894$180 ▼-4.4%26,6670.7%ETFVNQVanguard Real Estate ETF$3,876$269 ▼-6.5%42,8140.7%ETFNACNuveen California Quality Municipal Income Fund$3,798$8 ▼-0.2%337,9130.7%Financial ServicesIEMGiShares Core MSCI Emerging Markets ETF$3,749$65 ▲1.8%69,4690.7%ETFXJUNFT Vest U.S. Equity Enhance & Moderate Buffer ETF - June$3,632$11 ▼-0.3%94,3800.7%ETFNADNuveen Quality Municipal Income Fund$3,551$69 ▼-1.9%308,2490.6%Financial ServicesWMTWalmart$3,387$400 ▲13.4%38,5810.6%Retail/WholesaleIAUiShares Gold Trust$3,310$224 ▲7.2%56,1420.6%FinanceVWOVanguard FTSE Emerging Markets ETF$3,212$25 ▼-0.8%70,9760.6%ETFAVGOBroadcom$3,130$740 ▲31.0%18,6970.6%Computer and TechnologyVTVVanguard Value ETF$2,977$12 ▼-0.4%17,2320.5%ETFTSLATesla$2,915$555 ▲23.5%11,2490.5%Auto/Tires/TrucksSPHDInvesco S&P 500 High Dividend Low Volatility ETF$2,914$25 ▲0.9%58,0220.5%ETFVVisa$2,610$17 ▲0.7%7,4480.5%Business ServicesMAMastercard$2,522$848 ▲50.7%4,6000.5%Business ServicesJPMJPMorgan Chase & Co.$2,441$12 ▲0.5%9,9510.4%FinanceMRKMerck & Co., Inc.$2,419$620 ▲34.4%26,9480.4%MedicalMDYSPDR S&P MidCap 400 ETF Trust$2,408$899 ▲59.6%4,5140.4%ETFPALANTIR TECHNOLOGIES INC CL A$2,395$49 ▼-2.0%28,3820.4%Cl AETNEaton$2,329$1,608 ▲223.1%8,5690.4%IndustrialsGJANFT Vest U.S. Equity Moderate Buffer ETF - January$2,328$51 ▼-2.2%61,8050.4%ETFJNJJohnson & Johnson$2,318$287 ▲14.1%13,9760.4%MedicalORCLOracle$2,306$109 ▼-4.5%16,4970.4%Computer and TechnologyXLUUtilities Select Sector SPDR Fund$2,266$39 ▲1.8%28,7440.4%ETFGSThe Goldman Sachs Group$2,173$222 ▲11.4%3,9780.4%FinanceBACBank of America$2,146$21 ▼-1.0%51,4250.4%FinanceESSEssex Property Trust$2,124$250 ▼-10.5%6,9270.4%FinanceIEFAiShares Core MSCI EAFE ETF$2,073$156 ▲8.1%27,4020.4%ETFEWJiShares MSCI Japan ETF$2,066$259 ▲14.3%30,1380.4%ETFQCOMQUALCOMM$1,916$4 ▲0.2%12,4760.3%Computer and TechnologyBYMBlackRock Municipal Income Quality Trust$1,777$61 ▼-3.3%164,8440.3%Financial ServicesOBDCBlue Owl Capital$1,762$1,762 ▲New Holding120,1610.3%FinanceXLFFinancial Select Sector SPDR Fund$1,750$164 ▲10.4%35,1330.3%ETFHDHome Depot$1,729$139 ▼-7.4%4,7170.3%Retail/WholesaleIBMInternational Business Machines$1,666$413 ▼-19.8%6,6990.3%Computer and TechnologySOFISoFi Technologies$1,624$138 ▲9.3%139,6270.3%FinanceUNHUnitedHealth Group$1,580$1,014 ▼-39.1%3,0170.3%MedicalIVViShares Core S&P 500 ETF$1,554$191 ▼-10.9%2,7660.3%ETFDGRWWisdomTree U.S. Quality Dividend Growth Fund$1,520$255 ▲20.1%19,0310.3%ManufacturingGILDGilead Sciences$1,516$170 ▲12.6%13,5330.3%MedicalSHViShares Short Treasury Bond ETF$1,499$7 ▲0.5%13,5720.3%ETFMORGAN STANLEY DIRECT LENDIN COM SHS$1,452$1,020 ▲236.1%72,7570.3%COMMCDMcDonald's$1,435$136 ▼-8.6%4,5940.3%Retail/WholesaleYMARFT Vest International Equity Moderate Buffer ETF - March$1,4320.0%59,7430.3%ETFTMOThermo Fisher Scientific$1,404$1 ▼-0.1%2,8220.3%MedicalVGTVanguard Information Technology ETF$1,403$56 ▲4.1%2,5870.3%ETFBABAAlibaba Group$1,351$19 ▲1.4%10,2190.2%Retail/WholesaleRECSColumbia Research Enhanced Core ETF$1,314$561 ▲74.4%39,5550.2%ETFABTAbbott Laboratories$1,309$667 ▲103.9%9,8680.2%MedicalDISWalt Disney$1,282$6 ▼-0.5%12,9870.2%Consumer DiscretionaryCCitigroup$1,259$75 ▲6.3%17,7340.2%FinanceMSIMotorola Solutions$1,238$1,238 ▲New Holding2,8270.2%Computer and TechnologyVZVerizon Communications$1,234$50 ▼-3.9%27,2140.2%Computer and TechnologyAMTAmerican Tower$1,188$752 ▲172.7%5,4590.2%FinanceSBACSBA Communications$1,186$1 ▲0.1%5,3910.2%FinancePGProcter & Gamble$1,180$85 ▼-6.7%6,9250.2%Consumer StaplesGJUNFT Cboe Vest U.S. Equity Moderate Buffer ETF - June$1,1010.0%31,2900.2%ETFDRIDarden Restaurants$1,085$175 ▼-13.9%5,2230.2%Retail/WholesaleBSTZBlackRock Science and Technology Term Trust$1,035$227 ▼-18.0%58,3660.2%Financial ServicesRSPHInvesco S&P 500 Equal Weight Health Care ETF$1,026$65 ▼-5.9%34,4710.2%ETFFLEXFlex$1,007$1,007 ▲New Holding30,4300.2%Computer and TechnologyXOMExxon Mobil$982$9 ▲0.9%8,2590.2%EnergyGLDSPDR Gold Shares$9790.0%3,3990.2%FinanceNEENextEra Energy$972$3 ▲0.3%13,7180.2%UtilitiesLOWLowe's Companies$970$970 ▲New Holding4,1590.2%Retail/WholesaleRGAReinsurance Group of America$960$960 ▲New Holding4,8780.2%FinancePEPPepsiCo$944$99 ▼-9.5%6,2960.2%Consumer StaplesSDVYFirst Trust SMID Cap Rising Dividend Achievers ETF$922$212 ▲29.9%27,5140.2%ETFADPAutomatic Data Processing$908$111 ▼-10.9%2,9720.2%Business ServicesCMFiShares California Muni Bond ETF$901$15 ▼-1.6%16,0030.2%ETFDIVDAltrius Global Dividend ETF$900$167 ▲22.8%26,0190.2%ETFAMPAmeriprise Financial$889$889 ▲New Holding1,8360.2%FinanceTXNTexas Instruments$888$41 ▼-4.4%4,9420.2%Computer and TechnologyEMREmerson Electric$886$169 ▼-16.0%8,0790.2%IndustrialsShowing largest 100 holdings. 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