Lm Advisors LLC Top Holdings and 13F Report (2025) About Lm Advisors LLCInvestment ActivityLm Advisors LLC has $558.91 thousand in total holdings as of December 31, 2024.Lm Advisors LLC owns shares of 186 different stocks, but just 47 companies or ETFs make up 80% of its holdings.Approximately 12.48% of the portfolio was purchased this quarter.About 4.14% of the portfolio was sold this quarter.This quarter, Lm Advisors LLC has purchased 171 new stocks and bought additional shares in 69 stocks.Lm Advisors LLC sold shares of 54 stocks and completely divested from 15 stocks this quarter.Largest Holdings Amazon.com $53,436Vanguard S&P 500 ETF $41,605SPDR S&P 500 ETF Trust $34,212Invesco Russell 1000 Dynamic Multifactor ETF $33,921Alphabet $25,629 Largest New Holdings this Quarter 19260Q907 - COINBASE GLOBAL INC CALLS $18,000 Holding11135F101 - Broadcom $3,310 Holding69122G102 - BLUE OWL CAP CORP III COM SHS $1,706 Holding291011104 - Emerson Electric $1,192 Holding237194105 - Darden Restaurants $1,133 Holding Largest Purchases this Quarter COINBASE GLOBAL INC CALLS 60,000 shares (about $18K)Broadcom 14,277 shares (about $3.31K)Costco Wholesale 3,129 shares (about $2.87K)Invesco Russell 1000 Dynamic Multifactor ETF 45,031 shares (about $2.44K)Vanguard S&P 500 ETF 4,073 shares (about $2.19K) Largest Sales this Quarter Apple 9,389 shares (about $2.35K)SBA Communications 6,390 shares (about $1.30K)JPMorgan Chase & Co. 5,251 shares (about $1.26K)PALANTIR TECHNOLOGIES INC CL A 13,276 shares (about $1.00K)Walmart 10,545 shares (about $955.00) 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$53,436$271 ▲0.5%243,5679.6%Retail/WholesaleVOOVanguard S&P 500 ETF$41,605$2,195 ▲5.6%77,2197.4%ETFSPYSPDR S&P 500 ETF Trust$34,212$458 ▲1.4%58,1796.1%FinanceOMFLInvesco Russell 1000 Dynamic Multifactor ETF$33,921$2,442 ▲7.8%625,5376.1%ETFGOOGAlphabet$25,629$269 ▼-1.0%134,5794.6%Computer and TechnologyAAPLApple$24,342$2,351 ▼-8.8%97,2034.4%Computer and TechnologyVIGVanguard Dividend Appreciation ETF$18,336$1,668 ▲10.0%93,6333.3%ETFCOINBASE GLOBAL INC CALLS$18,000$18,000 ▲New Holding60,0003.2%OPQQQInvesco QQQ$15,591$62 ▼-0.4%30,4972.8%FinanceMSFTMicrosoft$15,471$91 ▲0.6%36,7042.8%Computer and TechnologyVTIVanguard Total Stock Market ETF$10,340$50 ▼-0.5%35,6801.9%ETFGOOGLAlphabet$9,308$140 ▼-1.5%49,1721.7%Computer and TechnologyRSPInvesco S&P 500 Equal Weight ETF$8,982$1,834 ▲25.7%51,2591.6%ETFVHTVanguard Health Care ETF$8,369$1,251 ▲17.6%32,9901.5%ETFMETAMeta Platforms$7,863$227 ▼-2.8%13,4301.4%Computer and TechnologyBRK.ABerkshire Hathaway$6,809$681 ▼-9.1%101.2%FinanceBRK.BBerkshire Hathaway$6,532$40 ▲0.6%14,4101.2%FinanceCRMSalesforce$5,817$671 ▲13.0%17,3781.0%Computer and TechnologyBSVVanguard Short-Term Bond ETF$5,7710.0%74,6841.0%ETFDIASPDR Dow Jones Industrial Average ETF Trust$5,752$111 ▲2.0%13,4791.0%FinanceLLYEli Lilly and Company$4,739$968 ▲25.7%6,1380.8%MedicalCOSTCostco Wholesale$4,432$2,867 ▲183.2%4,8370.8%Retail/WholesaleFFEBFT Vest U.S. Equity Buffer ETF - February$4,358$369 ▲9.2%87,5580.8%ETFIHIiShares U.S. Medical Devices ETF$4,334$183 ▲4.4%74,2850.8%ETFNVDANVIDIA$4,225$0 ▼0.0%31,4610.8%Computer and TechnologyYSEPFT Vest International Equity Buffer ETF - September$4,169$245 ▼-5.5%192,1420.7%ETFWFC.PLWells Fargo & Co. Pfd. Series L$4,111$24 ▲0.6%3,4420.7%FinanceVNQVanguard Real Estate ETF$4,079$82 ▼-2.0%45,7900.7%ETFXLVHealth Care Select Sector SPDR Fund$3,838$95 ▲2.5%27,9000.7%ETFNACNuveen California Quality Municipal Income Fund$3,823$45 ▲1.2%338,6130.7%Financial ServicesTSLATesla$3,678$40 ▼-1.1%9,1070.7%Auto/Tires/TrucksNADNuveen Quality Municipal Income Fund$3,664$126 ▼-3.3%314,2550.7%Financial ServicesXJUNFT Vest U.S. Equity Enhance & Moderate Buffer ETF - June$3,657$400 ▲12.3%94,6730.7%ETFIEMGiShares Core MSCI Emerging Markets ETF$3,565$292 ▲8.9%68,2620.6%ETFAVGOBroadcom$3,310$3,310 ▲New Holding14,2770.6%Computer and TechnologyVWOVanguard FTSE Emerging Markets ETF$3,150$137 ▲4.5%71,5370.6%ETFWMTWalmart$3,081$955 ▼-23.7%34,0200.6%Retail/WholesaleVTVVanguard Value ETF$2,929$646 ▲28.3%17,3020.5%ETFORCLOracle$2,880$8 ▲0.3%17,2800.5%Computer and TechnologySPHDInvesco S&P 500 High Dividend Low Volatility ETF$2,779$47 ▼-1.7%57,5220.5%ETFIAUiShares Gold Trust$2,592$0 ▼0.0%52,3470.5%FinanceUNHUnitedHealth Group$2,506$235 ▲10.4%4,9530.4%MedicalGJANFT Vest U.S. Equity Moderate Buffer ETF - January$2,441$42 ▼-1.7%63,1650.4%ETFJPMJPMorgan Chase & Co.$2,374$1,259 ▼-34.7%9,9020.4%FinanceVVisa$2,339$589 ▼-20.1%7,3990.4%Business ServicesBACBank of America$2,282$87 ▲4.0%51,9220.4%FinanceESSEssex Property Trust$2,209$36 ▼-1.6%7,7410.4%FinancePALANTIR TECHNOLOGIES INC CL A$2,190$1,004 ▼-31.4%28,9580.4%Cl AXLUUtilities Select Sector SPDR Fund$2,138$116 ▼-5.2%28,2440.4%ETFSOXLDirexion Daily Semiconductors Bull 3x Shares$2,054$1,786 ▲667.3%75,2000.4%ETFGSThe Goldman Sachs Group$2,045$114 ▲5.9%3,5720.4%FinanceMRKMerck & Co., Inc.$2,010$782 ▲63.6%20,0460.4%MedicalHDHome Depot$1,982$1,045 ▲111.6%5,0950.4%Retail/WholesaleSOFISoFi Technologies$1,968$72 ▼-3.5%127,8050.4%FinanceQCOMQUALCOMM$1,913$269 ▲16.4%12,4530.3%Computer and TechnologyBYMBlackRock Municipal Income Quality Trust$1,850$133 ▲7.7%170,4960.3%Financial ServicesIBMInternational Business Machines$1,837$1,283 ▲231.7%8,3580.3%Computer and TechnologyIVViShares Core S&P 500 ETF$1,828$46 ▲2.6%3,1060.3%ETFIEFAiShares Core MSCI EAFE ETF$1,781$147 ▲9.0%25,3440.3%ETFJNJJohnson & Johnson$1,771$624 ▲54.3%12,2450.3%MedicalEWJiShares MSCI Japan ETF$1,769$29 ▲1.7%26,3650.3%ETFBLUE OWL CAP CORP III COM SHS$1,706$1,706 ▲New Holding118,3310.3%COMMDYSPDR S&P MidCap 400 ETF Trust$1,617$330 ▲25.6%2,8290.3%ETFMAMastercard$1,608$946 ▼-37.1%3,0530.3%Business ServicesVGTVanguard Information Technology ETF$1,545$1 ▼0.0%2,4840.3%ETFXLFFinancial Select Sector SPDR Fund$1,539$181 ▲13.3%31,8360.3%ETFSHViShares Short Treasury Bond ETF$1,487$10 ▼-0.7%13,5080.3%ETFBSTZBlackRock Science and Technology Term Trust$1,474$435 ▼-22.8%71,1740.3%Financial ServicesTMOThermo Fisher Scientific$1,470$218 ▼-12.9%2,8240.3%MedicalDISWalt Disney$1,460$46 ▼-3.1%13,0520.3%Consumer DiscretionaryMCDMcDonald's$1,458$872 ▲149.0%5,0290.3%Retail/WholesaleYMARFT Vest International Equity Moderate Buffer ETF - March$1,361$223 ▲19.6%59,7430.2%ETFDGRWWisdomTree U.S. Quality Dividend Growth Fund$1,283$102 ▲8.7%15,8430.2%ManufacturingPYPLPayPal$1,255$270 ▲27.4%14,7050.2%Computer and TechnologyPGProcter & Gamble$1,245$875 ▲236.8%7,4240.2%Consumer StaplesEMREmerson Electric$1,192$1,192 ▲New Holding9,6170.2%IndustrialsCCitigroup$1,174$154 ▲15.1%16,6810.2%FinanceDRIDarden Restaurants$1,133$1,133 ▲New Holding6,0670.2%Retail/WholesaleVZVerizon Communications$1,133$118 ▼-9.4%28,3260.2%Computer and TechnologyGJUNFT Cboe Vest U.S. Equity Moderate Buffer ETF - June$1,127$363 ▲47.5%31,2900.2%ETFGILDGilead Sciences$1,110$1,110 ▲New Holding12,0150.2%MedicalSBACSBA Communications$1,098$1,302 ▼-54.3%5,3880.2%FinanceRSPHInvesco S&P 500 Equal Weight Health Care ETF$1,0740.0%36,6450.2%ETFPEPPepsiCo$1,067$754 ▲240.5%6,9570.2%Consumer StaplesPCARPACCAR$1,022$1,022 ▲New Holding9,5490.2%Auto/Tires/TrucksNEENextEra Energy$981$212 ▼-17.7%13,6780.2%UtilitiesADPAutomatic Data Processing$981$981 ▲New Holding3,3340.2%Business ServicesTXNTexas Instruments$970$970 ▲New Holding5,1720.2%Computer and TechnologyCMFiShares California Muni Bond ETF$9320.0%16,2660.2%ETFIBBiShares Biotechnology ETF$915$32 ▲3.7%6,9190.2%FinanceXOMExxon Mobil$880$88 ▲11.1%8,1840.2%EnergyETNEaton$880$880 ▲New Holding2,6520.2%IndustrialsBLACKROCK INC COM ADDED$879$879 ▲New Holding8570.2%COMBMEZBlackRock Health Sciences Term Trust$872$356 ▼-29.0%60,5550.2%ITWIllinois Tool Works$866$866 ▲New Holding3,3940.2%IndustrialsBABAAlibaba Group$855$855 ▲New Holding10,0790.2%Retail/WholesaleBXBlackstone$838$52 ▼-5.8%4,8630.1%FinanceUPSUnited Parcel Service$830$830 ▲New Holding6,5800.1%TransportationMUSTColumbia Multi-Sector Municipal Income ETF$827$17 ▲2.1%40,7250.1%ETFGLDSPDR Gold Shares$823$40 ▲5.1%3,3990.1%FinanceShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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