Lm Advisors LLC Top Holdings and 13F Report (2025) About Lm Advisors LLCInvestment ActivityLm Advisors LLC has $776.92 thousand in total holdings as of December 31, 2024.Lm Advisors LLC owns shares of 184 different stocks, but just 32 companies or ETFs make up 80% of its holdings.Approximately 29.19% of the portfolio was purchased this quarter.About 6.93% of the portfolio was sold this quarter.This quarter, Lm Advisors LLC has purchased 215 new stocks and bought additional shares in 50 stocks.Lm Advisors LLC sold shares of 73 stocks and completely divested from 46 stocks this quarter.Largest Holdings Microsoft $116,932Tesla $68,377Apple $62,187Amazon.com $58,827Vanguard S&P 500 ETF $45,589 Largest New Holdings this Quarter 48251W104 - KKR & Co. Inc. $466 Holding33740U307 - FT Vest U.S. Equity Buffer ETF - September $432 Holding58155Q103 - McKesson $425 Holding60770K107 - Moderna $366 Holding464287242 - iShares iBoxx $ Investment Grade Corporate Bond ETF $361 Holding Largest Purchases this Quarter Microsoft 194,650 shares (about $96.82K)Tesla 204,002 shares (about $64.80K)Apple 200,843 shares (about $41.21K)Amazon.com 19,456 shares (about $4.27K)FT Vest U.S. Equity Buffer ETF - June 38,668 shares (about $2.07K) Largest Sales this Quarter Eaton 5,699 shares (about $2.04K)Broadcom 6,733 shares (about $1.86K)NVIDIA 10,760 shares (about $1.70K)Invesco QQQ 2,497 shares (about $1.38K)Alphabet 7,165 shares (about $1.26K) 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 PortfolioSectorMSFTMicrosoft$116,932$96,821 ▲481.4%235,08215.1%Computer and TechnologyTSLATesla$68,377$64,804 ▲1,813.5%215,2518.8%Auto/Tires/TrucksAAPLApple$62,187$41,207 ▲196.4%303,1018.0%Computer and TechnologyAMZNAmazon.com$58,827$4,268 ▲7.8%268,1397.6%Retail/WholesaleVOOVanguard S&P 500 ETF$45,589$428 ▲0.9%80,2565.9%ETFSPYSPDR S&P 500 ETF Trust$38,698$258 ▼-0.7%62,6345.0%FinanceOMFLInvesco Russell 1000 Dynamic Multifactor ETF$36,283$265 ▼-0.7%627,8984.7%ETFGOOGAlphabet$25,382$1,367 ▲5.7%143,0843.3%Computer and TechnologyVIGVanguard Dividend Appreciation ETF$19,902$92 ▲0.5%97,2382.6%ETFQQQInvesco QQQ$17,240$1,378 ▼-7.4%31,2512.2%FinanceMETAMeta Platforms$11,524$1,301 ▲12.7%15,6131.5%Computer and TechnologyVTIVanguard Total Stock Market ETF$10,613$8 ▲0.1%34,9181.4%ETFRSPInvesco S&P 500 Equal Weight ETF$10,234$713 ▼-6.5%56,3121.3%ETFGOOGLAlphabet$8,589$1,263 ▼-12.8%48,7381.1%Computer and TechnologyVHTVanguard Health Care ETF$8,210$3 ▼0.0%33,0591.1%ETFBRK.ABerkshire Hathaway$7,2880.0%100.9%FinanceBRK.BBerkshire Hathaway$7,221$70 ▲1.0%14,8660.9%FinanceDIASPDR Dow Jones Industrial Average ETF Trust$6,473$44 ▲0.7%14,6900.8%FinanceBSVVanguard Short-Term Bond ETF$5,8780.0%74,6840.8%ETFNVDANVIDIA$5,429$1,700 ▼-23.8%34,3640.7%Computer and TechnologyPALANTIR TECHNOLOGIES INC CL A$5,352$1,483 ▲38.3%39,2580.7%Cl AYSEPFT Vest International Equity Buffer ETF - September$5,074$309 ▲6.5%207,9480.7%ETFCRMSalesforce$4,937$142 ▲3.0%18,1070.6%Computer and TechnologyCOSTCostco Wholesale$4,704$67 ▼-1.4%4,7520.6%Retail/WholesaleFFEBFT Vest U.S. Equity Buffer ETF - February$4,645$12 ▼-0.3%88,6190.6%ETFWMTWalmart$4,289$517 ▲13.7%43,8650.6%Retail/WholesaleIHIiShares U.S. Medical Devices ETF$4,246$199 ▼-4.5%67,7780.5%ETFIEMGiShares Core MSCI Emerging Markets ETF$4,1700.0%69,4690.5%ETFWFC.PLWells Fargo & Co. Pfd. Series L$4,041$29 ▼-0.7%3,4420.5%FinanceLLYEli Lilly and Company$3,922$660 ▼-14.4%5,0310.5%MedicalXJUNFT Vest U.S. Equity Enhance & Moderate Buffer ETF - June$3,8770.0%94,3800.5%ETFJPMJPMorgan Chase & Co.$3,784$899 ▲31.2%13,0520.5%FinanceVNQVanguard Real Estate ETF$3,649$164 ▼-4.3%40,9760.5%ETFORCLOracle$3,592$15 ▼-0.4%16,4290.5%Computer and TechnologyNACNuveen California Quality Municipal Income Fund$3,575$200 ▼-5.3%320,0130.5%Financial ServicesIAUiShares Gold Trust$3,5010.0%56,1420.5%FinanceNADNuveen Quality Municipal Income Fund$3,4800.0%308,2490.4%Financial ServicesVWOVanguard FTSE Emerging Markets ETF$3,456$54 ▼-1.5%69,8760.4%ETFXLVHealth Care Select Sector SPDR Fund$3,326$269 ▼-7.5%24,6750.4%ETFAVGOBroadcom$3,298$1,856 ▼-36.0%11,9640.4%Computer and TechnologyVTVVanguard Value ETF$3,039$7 ▼-0.2%17,1940.4%ETFOBDCBlue Owl Capital$2,963$1,240 ▲71.9%206,6070.4%FinanceVVisa$2,911$267 ▲10.1%8,1990.4%Business ServicesGSThe Goldman Sachs Group$2,856$41 ▲1.5%4,0360.4%FinanceSPHDInvesco S&P 500 High Dividend Low Volatility ETF$2,645$114 ▼-4.1%55,6240.3%ETFGJANFT Vest U.S. Equity Moderate Buffer ETF - January$2,463$8 ▼-0.3%61,6150.3%ETFSOFISoFi Technologies$2,451$92 ▼-3.6%134,6000.3%FinanceIEFAiShares Core MSCI EAFE ETF$2,384$96 ▲4.2%28,5560.3%ETFFJUNFT Vest U.S. Equity Buffer ETF - June$2,371$2,075 ▲700.8%44,1860.3%ManufacturingBACBank of America$2,361$73 ▼-3.0%49,8870.3%FinanceXLUUtilities Select Sector SPDR Fund$2,306$41 ▼-1.7%28,2440.3%ETFEWJiShares MSCI Japan ETF$2,273$13 ▲0.6%30,3170.3%ETFMAMastercard$2,216$369 ▼-14.3%3,9430.3%Business ServicesDGRWWisdomTree U.S. Quality Dividend Growth Fund$1,955$361 ▲22.7%23,3460.3%ManufacturingESSEssex Property Trust$1,946$17 ▼-0.9%6,8680.3%FinanceQCOMQUALCOMM$1,862$125 ▼-6.3%11,6920.2%Computer and TechnologyXLFFinancial Select Sector SPDR Fund$1,777$63 ▼-3.4%33,9330.2%ETFBYMBlackRock Municipal Income Quality Trust$1,7410.0%164,8440.2%Financial ServicesVGTVanguard Information Technology ETF$1,7160.0%2,5870.2%ETFSBACSBA Communications$1,715$449 ▲35.5%7,3040.2%FinanceIVViShares Core S&P 500 ETF$1,699$19 ▼-1.1%2,7360.2%ETFNFLXNetflix$1,687$975 ▲136.8%1,2600.2%Consumer DiscretionaryCCitigroup$1,677$167 ▲11.1%19,7010.2%Financial ServicesDISWalt Disney$1,632$22 ▲1.3%13,1610.2%Consumer DiscretionaryMDYSPDR S&P MidCap 400 ETF Trust$1,611$946 ▼-37.0%2,8440.2%ETFYMARFT Vest International Equity Moderate Buffer ETF - March$1,5240.0%59,7430.2%ETFSHViShares Short Treasury Bond ETF$1,4990.0%13,5720.2%ETFRECSColumbia Research Enhanced Core ETF$1,493$37 ▲2.6%40,5680.2%ETFAMDAdvanced Micro Devices$1,419$238 ▲20.2%9,9980.2%Computer and TechnologyJNJJohnson & Johnson$1,302$833 ▼-39.0%8,5220.2%MedicalMRKMerck & Co., Inc.$1,219$914 ▼-42.8%15,4010.2%MedicalBLACKROCK INC COM$1,194$292 ▲32.3%1,1380.2%COMBXBlackstone$1,182$267 ▲29.2%7,8990.2%FinanceGJUNFT Cboe Vest U.S. Equity Moderate Buffer ETF - June$1,1770.0%31,2900.2%ETFDIVDAltrius Global Dividend ETF$1,124$196 ▲21.2%31,5270.1%ETFGLDSPDR Gold Shares$1,121$84 ▲8.1%3,6760.1%FinanceVZVerizon Communications$1,097$81 ▼-6.9%25,3420.1%Computer and TechnologyNEENextEra Energy$1,085$133 ▲13.9%15,6280.1%UtilitiesMORGAN STANLEY DIRECT LENDIN COM SHS$1,064$298 ▼-21.9%56,8420.1%COMTMOThermo Fisher Scientific$1,038$106 ▼-9.2%2,5610.1%MedicalBSTZBlackRock Science and Technology Term Trust$1,035$177 ▼-14.6%49,8570.1%Financial ServicesETNEaton$1,025$2,035 ▼-66.5%2,8700.1%IndustrialsUNHUnitedHealth Group$1,015$74 ▲7.9%3,2550.1%MedicalRSPHInvesco S&P 500 Equal Weight Health Care ETF$1,0060.0%34,4710.1%ETFCIBRFirst Trust Nasdaq Cybersecurity ETF$9910.0%13,1110.1%ManufacturingCRWDCrowdStrike$987$253 ▲34.4%1,9370.1%Computer and TechnologyIWFiShares Russell 1000 Growth ETF$9740.0%2,2940.1%ETFSDVYFirst Trust SMID Cap Rising Dividend Achievers ETF$9710.0%27,5140.1%ETFHDHome Depot$918$811 ▼-46.9%2,5040.1%Retail/WholesaleISHARES BITCOIN TRUST ETF SHS BEN INT$897$69 ▲8.4%14,6550.1%ETFCMFiShares California Muni Bond ETF$8920.0%16,0030.1%ETFXOMExxon Mobil$882$8 ▼-0.9%8,1840.1%EnergyMSMorgan Stanley$860$51 ▲6.4%6,1040.1%FinanceORealty Income$856$172 ▲25.1%14,8640.1%FinanceKOCocaCola$852$5 ▼-0.6%12,0410.1%Consumer StaplesPPAInvesco Aerospace & Defense ETF$8500.0%6,0000.1%ETFIBBiShares Biotechnology ETF$831$27 ▼-3.1%6,5690.1%FinanceLMTLockheed Martin$824$102 ▲14.2%1,7780.1%AerospaceMUSTColumbia Multi-Sector Municipal Income ETF$8190.0%40,7250.1%ETFITAiShares U.S. Aerospace & Defense ETF$7570.0%4,0150.1%ETFShowing 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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