Lm Advisors LLC Top Holdings and 13F Report (2025) About Lm Advisors LLCInvestment ActivityLm Advisors LLC has $6.33 million in total holdings as of December 31, 2024.Lm Advisors LLC owns shares of 212 different stocks, but just 52 companies or ETFs make up 80% of its holdings.Approximately 17.53% of the portfolio was purchased this quarter.About 10.62% of the portfolio was sold this quarter.This quarter, Lm Advisors LLC has purchased 210 new stocks and bought additional shares in 92 stocks.Lm Advisors LLC sold shares of 104 stocks and completely divested from 12 stocks this quarter.Largest Holdings Invesco Russell 1000 Dynamic Multifactor ETF $595,305Nuveen California Quality Municipal Income Fund $330,619SPDR S&P 500 ETF Trust $317,675Nuveen Quality Municipal Income Fund $297,845Amazon.com $258,170 Largest New Holdings this Quarter 67066Y105 - Nuveen California Quality Municipal Income Fund $330,619 Holding67066V101 - Nuveen Quality Municipal Income Fund $297,845 Holding09253N104 - BlackRock MuniHoldings Fund $156,484 Holding67079X102 - NUVEEN DYNAMIC MUN OPPORTUNI COM SHS $43,443 Holding33740U471 - FIRST TR EXCHNG TRADED FD VI FT VEST EMERGING $24,091 Holding Largest Purchases this Quarter Nuveen California Quality Municipal Income Fund 3,852 shares (about $330.62K)Nuveen Quality Municipal Income Fund 3,419 shares (about $297.85K)BlackRock MuniHoldings Fund 1,765 shares (about $156.48K)NUVEEN DYNAMIC MUN OPPORTUNI COM SHS 447 shares (about $43.44K)WisdomTree U.S. Quality Dividend Growth Fund 3,803 shares (about $43.29K) Largest Sales this Quarter SoFi Technologies 1,490 shares (about $93.85K)Amazon.com 8,517 shares (about $41.01K)Invesco Russell 1000 Dynamic Multifactor ETF 2,138 shares (about $35.63K)Blue Owl Capital 259 shares (about $22.81K)Abrdn Income Credit Strategies Fund 83 shares (about $16.26K) 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 PortfolioSectorOMFLInvesco Russell 1000 Dynamic Multifactor ETF$595,305$35,627 â–¼-5.6%35,7259.4%ETFNACNuveen California Quality Municipal Income Fund$330,619$330,619 â–²New Holding3,8525.2%Financial ServicesSPYSPDR S&P 500 ETF Trust$317,675$14,719 â–²4.9%52,2315.0%FinanceNADNuveen Quality Municipal Income Fund$297,845$297,845 â–²New Holding3,4194.7%Financial ServicesAMZNAmazon.com$258,170$41,008 â–¼-13.7%53,6204.1%Retail/WholesaleYSEPFT Vest International Equity Buffer ETF - September$201,304$7,413 â–¼-3.6%5,2683.2%ETFOBDCBlue Owl Capital$179,107$22,807 â–¼-11.3%2,0342.8%FinanceMHDBlackRock MuniHoldings Fund$156,484$156,484 â–²New Holding1,7652.5%Financial ServicesGOOGAlphabet$136,702$14,041 â–¼-9.3%39,0612.2%Computer and TechnologySOFISoFi Technologies$104,559$93,851 â–¼-47.3%1,6601.7%FinanceAAPLApple$103,087$11,777 â–¼-10.3%26,0501.6%Computer and TechnologyVIGVanguard Dividend Appreciation ETF$101,147$1,879 â–¼-1.8%21,7431.6%ETFVOOVanguard S&P 500 ETF$93,918$1,309 â–¼-1.4%56,1171.5%ETFXJUNFT Vest U.S. Equity Enhance & Moderate Buffer ETF - June$93,234$186 â–¼-0.2%4,0031.5%ETFFFEBFT Vest U.S. Equity Buffer ETF - February$91,460$3,335 â–¼-3.5%5,1011.4%ETFISHARES BITCOIN TRUST ETF SHS BEN INT$89,760$6,376 â–¼-6.6%3,4491.4%ETFSDVYFirst Trust SMID Cap Rising Dividend Achievers ETF$88,385$254 â–²0.3%3,4821.4%ETFACPAbrdn Income Credit Strategies Fund$88,144$16,258 â–¼-15.6%4501.4%Financial ServicesQQQInvesco QQQ$79,870$2,906 â–²3.8%46,0961.3%FinanceBSVVanguard Short-Term Bond ETF$74,684$383 â–¼-0.5%5,8561.2%ETFMORGAN STANLEY DIRECT LENDIN COM SHS$72,996$14,988 â–¼-17.0%1,0521.2%COMDGRWWisdomTree U.S. Quality Dividend Growth Fund$70,215$43,292 â–²160.8%6,1681.1%ManufacturingVWOVanguard FTSE Emerging Markets ETF$67,707$943 â–¼-1.4%3,6601.1%ETFIEMGiShares Core MSCI Emerging Markets ETF$66,356$144 â–¼-0.2%4,6181.0%ETFRSPInvesco S&P 500 Equal Weight ETF$64,475$4,326 â–²7.2%12,3701.0%ETFGJANFT Vest U.S. Equity Moderate Buffer ETF - January$61,931$1,336 â–¼-2.1%2,5961.0%ETFEEMViShares MSCI Emerging Markets Min Vol Factor ETF$59,811$674 â–¼-1.1%4,3500.9%ETFGBDCGolub Capital BDC$59,583$4,188 â–¼-6.6%7540.9%FinanceIHIiShares U.S. Medical Devices ETF$58,015$11,562 â–¼-16.6%3,0910.9%ETFYMARFT Vest International Equity Moderate Buffer ETF - March$57,620$402 â–¼-0.7%1,5750.9%ETFSPHDInvesco S&P 500 High Dividend Low Volatility ETF$57,087$1,855 â–²3.4%2,8320.9%ETFRECSColumbia Research Enhanced Core ETF$52,876$2,005 â–¼-3.7%2,0570.8%ETFXLUUtilities Select Sector SPDR Fund$52,690$349 â–²0.7%2,4180.8%ETFDIVDAltrius Global Dividend ETF$51,799$9,994 â–²23.9%2,1250.8%ETFIAUiShares Gold Trust$51,413$2,200 â–²4.5%4,5330.8%FinanceBACBank of America$50,902$6,032 â–¼-10.6%2,4810.8%FinanceMUSTColumbia Multi-Sector Municipal Income ETF$48,878$3,805 â–²8.4%1,0020.8%ETFGOOGLAlphabet$48,525$2,020 â–¼-4.0%13,9540.8%Computer and TechnologyWALMART INC COM$45,797$4,642 â–²11.3%5,7030.7%COMIEFAiShares Core MSCI EAFE ETF$44,428$9,798 â–²28.3%4,0220.7%ETFNUVEEN DYNAMIC MUN OPPORTUNI COM SHS$43,443$43,443 â–²New Holding4470.7%COMPALANTIR TECHNOLOGIES INC CL A$43,430$4,929 â–¼-10.2%6,3530.7%Cl AFJUNFT Vest U.S. Equity Buffer ETF - June$42,318$6,920 â–¼-14.1%2,3910.7%ManufacturingXLFFinancial Select Sector SPDR Fund$40,143$1,296 â–²3.3%1,9820.6%ETFBRK.BBerkshire Hathaway$39,267$2,285 â–¼-5.5%18,8170.6%FinanceBSTZBlackRock Science and Technology Term Trust$38,743$3,703 â–¼-8.7%8580.6%Financial ServicesMSFTMicrosoft$37,828$8,150 â–¼-17.7%14,0030.6%Computer and TechnologyNVDANVIDIA$37,008$1,600 â–¼-4.1%6,4540.6%Computer and TechnologyDIASPDR Dow Jones Industrial Average ETF Trust$36,299$1,540 â–¼-4.1%16,8280.6%FinanceVTIVanguard Total Stock Market ETF$34,978$1,515 â–¼-4.2%11,2210.6%ETFLTHLife Time Group$34,000$5,456 â–¼-13.8%9160.5%Consumer DiscretionaryFIRST TR EXCHNG TRADED FD VI FT VEST U.S EQT$31,290$280 â–¼-0.9%1,2280.5%ETFVHTVanguard Health Care ETF$31,221$1,710 â–¼-5.2%8,4920.5%ETFEWJiShares MSCI Japan ETF$31,100$1,812 â–²6.2%2,6260.5%ETFTQQQProShares UltraPro QQQ$30,090$3,455 â–²13.0%1,2540.5%ETFRSPHInvesco S&P 500 Equal Weight Health Care ETF$29,809$2,186 â–¼-6.8%9000.5%ETFIIGDInvesco Investment Grade Defensive ETF$29,314$1,342 â–²4.8%7210.5%ETFPFEPfizer$28,534$3,242 â–²12.8%8010.5%MedicalXLVHealth Care Select Sector SPDR Fund$24,256$2,558 â–¼-9.5%3,5560.4%ETFVZVerizon Communications$24,161$3,864 â–²19.0%1,2130.4%Computer and TechnologyFIRST TR EXCHNG TRADED FD VI FT VEST EMERGING$24,091$24,091 â–²New Holding5860.4%ETFBXSLBlackstone Secured Lending Fund$23,988$1,471 â–¼-5.8%5870.4%FinancePANWPalo Alto Networks$22,591$16,965 â–²301.6%3,6220.4%Computer and TechnologyMUCBlackRock MuniHoldings California Quality Fund$21,804$384 â–¼-1.7%2270.3%FinanceNFLXNetflix$20,396$3,869 â–²23.4%1,9610.3%Consumer DiscretionaryISHARES ETHEREUM TR SHS$19,728$8,220 â–¼-29.4%3120.3%ETFBXBlackstone$19,399$11,078 â–²133.1%2,2310.3%FinanceCCitigroup$19,353$1,668 â–²9.4%2,1810.3%Financial ServicesRPRXRoyalty Pharma$18,941$4,709 â–²33.1%9090.3%MedicalCRMSalesforce$18,063$6,756 â–¼-27.2%3,3660.3%Computer and TechnologyVTVVanguard Value ETF$16,899$532 â–²3.3%3,3030.3%ETFCMFiShares California Muni Bond ETF$16,872$16,872 â–²New Holding9590.3%ETFAVGOBroadcom$16,550$1,228 â–¼-6.9%5,1220.3%Computer and TechnologyMETAMeta Platforms$16,435$3,622 â–¼-18.1%9,4030.3%Computer and TechnologyNEENextEra Energy$15,659$2,122 â–²15.7%1,4540.2%UtilitiesFIRST TR EXCHNG TRADED FD VI FT VEST US EQT$15,380$25 â–²0.2%6150.2%ETFAREAlexandria Real Estate Equities$14,742$6,109 â–¼-29.3%6950.2%FinanceFSEPFT Vest U.S. Equity Buffer ETF - September$14,622$40 â–¼-0.3%7360.2%ETFORCLOracle$14,596$7,838 â–¼-34.9%2,1470.2%Computer and TechnologyMRKMerck & Co., Inc.$14,258$1,775 â–²14.2%1,7270.2%MedicalJPMJPMorgan Chase & Co.$14,011$435 â–¼-3.0%4,1220.2%FinanceIRENIREN$13,613$2,157 â–²18.8%4670.2%FinanceUDOWProShares UltraPro Dow30$13,322$658 â–¼-4.7%6680.2%ETFRSIRush Street Interactive$13,000$1,378 â–²11.9%2830.2%Consumer DiscretionarySHViShares Short Treasury Bond ETF$12,691$852 â–¼-6.3%1,4010.2%ETFFMARFT Vest U.S. Equity Buffer ETF - March$12,670$4,354 â–¼-25.6%6140.2%ETFGLDSPDR Gold Shares$12,554$1,638 â–²15.0%5,4020.2%FinanceQCOMQualcomm$12,473$3,089 â–¼-19.9%1,6030.2%Computer and TechnologyCIBRFirst Trust Nasdaq Cybersecurity ETF$12,455$2,488 â–¼-16.6%7810.2%ManufacturingDISWalt Disney$12,455$4,982 â–¼-28.6%1,2000.2%Consumer DiscretionaryKOCocaCola$12,092$999 â–²9.0%9200.2%Consumer StaplesFJULFT Vest U.S. Equity Buffer ETF - July$12,000$464 â–¼-3.7%6460.2%ETFVTEBVanguard Tax-Exempt Bond ETF$11,155$80 â–¼-0.7%5570.2%ETFAMDAdvanced Micro Devices$10,923$1,067 â–¼-8.9%2,2220.2%Computer and TechnologyEFSCEnterprise Financial Services$10,832$18 â–²0.2%5860.2%FinanceNOWServiceNow$10,646$8,666 â–²437.7%1,1130.2%Computer and TechnologyIWViShares Russell 3000 ETF$10,644$343 â–²3.3%3,9450.2%ETFSHOPIFY INC CL A SUB VTG SHS$10,545$6,499 â–²160.6%1,2510.2%Cl AORealty Income$10,283$3,287 â–¼-24.2%6320.2%FinanceIGViShares Expanded Tech-Software Sector ETF$9,855$7,120 â–²260.3%7890.2%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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