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Lm Advisors LLC Top Holdings and 13F Report (2025)

About Lm Advisors LLC

Investment Activity

  • Lm Advisors LLC has $866.37 thousand in total holdings as of December 31, 2024.
  • Lm Advisors LLC owns shares of 224 different stocks, but just 47 companies or ETFs make up 80% of its holdings.
  • Approximately 72.64% of the portfolio was purchased this quarter.
  • About 624.09% of the portfolio was sold this quarter.
  • This quarter, Lm Advisors LLC has purchased 212 new stocks and bought additional shares in 198 stocks.
  • Lm Advisors LLC sold shares of 7 stocks and completely divested from 7 stocks this quarter.

Largest Holdings

Invesco QQQ
$70,259
Amazon.com
$58,078
Alphabet
$47,750

Largest New Holdings this Quarter

71531T105 - PERSHING SQUARE USA LTD COM SHS ADDED
$2,390 Holding
21037T109 - Constellation Energy
$1,591 Holding
595112103 - Micron Technology
$1,144 Holding
92189H748 - VanEck CLO ETF
$904 Holding
84615Q103 - SPACE EXPLORATION TECHN CORP CLASS A COM STK ADDED
$596 Holding

Largest Purchases this Quarter

SPDR S&P 500 ETF Trust
272,947 shares (about $51.30K)
Amazon.com
189,744 shares (about $45.28K)
Invesco Russell 1000 Dynamic Multifactor ETF
538,842 shares (about $36.89K)
Invesco QQQ
49,344 shares (about $36.33K)
Alphabet
96,215 shares (about $33.96K)

Largest Sales this Quarter

Berkshire Hathaway
7,172 shares (about $5.37M)
ASML
351 shares (about $690.61)
WELLS FARGO & CO PERP PFD CNV A
536 shares (about $620.48)
BLACKROCK INC COM
184 shares (about $176.87)
MercadoLibre
84 shares (about $142.49)

Sector Allocation Over Time

Map of 500 Largest Holdings ofLm Advisors LLC

 
 
Selling
 
 
Neutral
 
 
Buying
Issuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSector
Invesco QQQ stock logo
QQQ
Invesco QQQ
$70,259$36,325 â–²107.0%95,4408.1%ETF
Vanguard S&P 500 ETF stock logo
VOO
Vanguard S&P 500 ETF
$66,185$27,680 â–²71.9%96,4577.6%ETF
SPDR S&P 500 ETF Trust stock logo
SPY
SPDR S&P 500 ETF Trust
$61,121$51,304 â–²522.6%325,1787.1%ETF
Amazon.com, Inc. stock logo
AMZN
Amazon.com
$58,078$45,282 â–²353.9%243,3646.7%Consumer Discretionary
Alphabet Inc. stock logo
GOOG
Alphabet
$47,750$33,962 â–²246.3%135,2765.5%Communication Services
Invesco Russell 1000 Dynamic Multifactor ETF stock logo
OMFL
Invesco Russell 1000 Dynamic Multifactor ETF
$39,340$36,894 â–²1,508.3%574,5674.5%ETF
Apple Inc. stock logo
AAPL
Apple
$29,104$21,585 â–²287.1%100,8353.4%Technology
Berkshire Hathaway Inc. stock logo
BRK.B
Berkshire Hathaway
$26,141$16,732 â–²177.8%52,2783.0%Finance
Vanguard Dividend Appreciation ETF stock logo
VIG
Vanguard Dividend Appreciation ETF
$23,788$18,645 â–²362.5%100,5702.7%ETF
SPDR Dow Jones Industrial Average ETF Trust stock logo
DIA
SPDR Dow Jones Industrial Average ETF Trust
$22,047$13,248 â–²150.6%42,1662.5%ETF
Alphabet Inc. stock logo
GOOGL
Alphabet
$16,734$11,748 â–²235.6%46,8301.9%Communication Services
ProShares UltraPro QQQ stock logo
TQQQ
ProShares UltraPro QQQ
$16,109$16,007 â–²15,759.0%198,8721.9%ETF
Microsoft Corporation stock logo
MSFT
Microsoft
$15,151$9,936 â–²190.5%40,6791.7%Technology
Invesco S&P 500 Equal Weight ETF stock logo
RSP
Invesco S&P 500 Equal Weight ETF
$13,102$10,470 â–²397.7%61,5671.5%ETF
Vanguard Total Stock Market ETF stock logo
VTI
Vanguard Total Stock Market ETF
$12,532$8,381 â–²201.9%33,8731.4%ETF
Vanguard Health Care ETF stock logo
VHT
Vanguard Health Care ETF
$9,254$6,711 â–²263.9%30,9011.1%ETF
Meta Platforms, Inc. stock logo
META
Meta Platforms
$8,851$3,555 â–²67.1%15,7151.0%Communication Services
iShares Russell 3000 ETF stock logo
IWV
iShares Russell 3000 ETF
$8,244$6,562 â–²390.1%19,3341.0%ETF
Direxion Daily S&P 500 Bull 3x Shares stock logo
SPXL
Direxion Daily S&P 500 Bull 3x Shares
$8,212$8,019 â–²4,161.2%30,3400.9%ETF
SPDR Gold Shares stock logo
GLD
SPDR Gold Shares
$7,825$5,835 â–²293.2%21,2430.9%ETF
Broadcom Inc. stock logo
AVGO
Broadcom
$7,544$5,609 â–²290.0%19,9740.9%Technology
NVIDIA Corporation stock logo
NVDA
NVIDIA
$7,458$6,172 â–²479.8%37,4220.9%Technology
Palo Alto Networks, Inc. stock logo
PANW
Palo Alto Networks
$7,431$6,200 â–²503.8%21,8710.9%Technology
WisdomTree U.S. Quality Dividend Growth Fund stock logo
DGRW
WisdomTree U.S. Quality Dividend Growth Fund
$7,015$6,426 â–²1,090.3%73,4170.8%ETF
Eli Lilly and Company stock logo
LLY
Eli Lilly and Company
$6,791$1,150 â–²20.4%5,6490.8%Healthcare
Berkshire Hathaway Inc. stock logo
BRK.A
Berkshire Hathaway
$6,740$5,371,031 â–¼-99.9%90.8%Finance
iShares Core MSCI Emerging Markets ETF stock logo
IEMG
iShares Core MSCI Emerging Markets ETF
$5,917$5,535 â–²1,448.4%71,5070.7%ETF
YSEP
FT Vest International Equity Buffer ETF - September
$5,497$5,352 â–²3,689.2%199,6170.6%ETF
WALMART INC COM
$5,377$4,730 â–²731.4%47,4120.6%COM
FT Vest U.S. Equity Buffer ETF - February stock logo
FFEB
FT Vest U.S. Equity Buffer ETF - February
$5,320$5,009 â–²1,611.0%87,2760.6%ETF
PALANTIR TECHNOLOGIES INC CL A
$4,989$4,248 â–²573.4%42,7780.6%Cl A
Costco Wholesale Corporation stock logo
COST
Costco Wholesale
$4,956$89 â–¼-1.8%5,2580.6%Consumer Staples
iShares Core MSCI EAFE ETF stock logo
IEFA
iShares Core MSCI EAFE ETF
$4,926$4,538 â–²1,168.6%51,0230.6%ETF
JPMorgan Chase & Co. stock logo
JPM
JPMorgan Chase & Co.
$4,558$3,208 â–²237.7%13,9180.5%Finance
iShares MSCI Emerging Markets Min Vol Factor ETF stock logo
EEMV
iShares MSCI Emerging Markets Min Vol Factor ETF
$4,457$4,135 â–²1,284.8%60,2390.5%ETF
Tesla, Inc. stock logo
TSLA
Tesla
$4,374$2,884 â–²193.6%10,4340.5%Consumer Discretionary
The Goldman Sachs Group, Inc. stock logo
GS
The Goldman Sachs Group
$4,240$576 â–²15.7%4,1900.5%Finance
FT Vest U.S. Equity Enhance & Moderate Buffer ETF - June stock logo
XJUN
FT Vest U.S. Equity Enhance & Moderate Buffer ETF - June
$4,089$3,911 â–²2,199.9%92,0630.5%ETF
Nuveen California Quality Municipal Income Fund stock logo
NAC
Nuveen California Quality Municipal Income Fund
$4,057$4,010 â–²8,589.7%334,7290.5%Finance
WELLS FARGO & CO PERP PFD CNV A
$4,003$620 â–¼-13.4%3,4580.5%CONV
Vanguard FTSE Emerging Markets ETF stock logo
VWO
Vanguard FTSE Emerging Markets ETF
$3,989$3,771 â–²1,726.9%66,8630.5%ETF
First Trust SMID Cap Rising Dividend Achievers ETF stock logo
SDVY
First Trust SMID Cap Rising Dividend Achievers ETF
$3,815$3,665 â–²2,439.6%88,4290.4%ETF
iShares Gold Trust stock logo
IAU
iShares Gold Trust
$3,810$3,468 â–²1,013.0%50,4520.4%ETF
Financial Select Sector SPDR Fund stock logo
XLF
Financial Select Sector SPDR Fund
$3,741$3,635 â–²3,421.2%69,7910.4%ETF
ProShares UltraPro S&P 500 stock logo
UPRO
ProShares UltraPro S&P 500
$3,672$3,541 â–²2,711.9%25,8980.4%ETF
Nuveen Quality Municipal Income Fund stock logo
NAD
Nuveen Quality Municipal Income Fund
$3,645$3,604 â–²8,699.2%300,8450.4%Finance
Vanguard Value ETF stock logo
VTV
Vanguard Value ETF
$3,617$2,897 â–²402.1%16,5860.4%ETF
Health Care Select Sector SPDR Fund stock logo
XLV
Health Care Select Sector SPDR Fund
$3,555$2,989 â–²528.5%22,3500.4%ETF
ISHARES BITCOIN TRUST ETF SHS BEN INT
$3,182$3,067 â–²2,662.7%95,2850.4%ETF
Bank of America Corporation stock logo
BAC
Bank of America
$3,158$3,016 â–²2,130.4%55,3370.4%Finance
iShares MSCI Japan ETF stock logo
EWJ
iShares MSCI Japan ETF
$3,007$2,762 â–²1,127.9%32,2440.3%ETF
Invesco S&P 500 High Dividend Low Volatility ETF stock logo
SPHD
Invesco S&P 500 High Dividend Low Volatility ETF
$2,927$2,783 â–²1,931.6%57,5340.3%ETF
Visa Inc. stock logo
V
Visa
$2,747$1,910 â–²228.2%8,0070.3%Finance
GJAN
FT Vest U.S. Equity Moderate Buffer ETF - January
$2,739$2,622 â–²2,243.6%60,8410.3%ETF
iShares U.S. Medical Devices ETF stock logo
IHI
iShares U.S. Medical Devices ETF
$2,733$2,580 â–²1,685.7%55,1970.3%ETF
SPDR S&P MidCap 400 ETF Trust stock logo
MDY
SPDR S&P MidCap 400 ETF Trust
$2,726$1,031 â–²60.9%3,8720.3%ETF
Citigroup Inc. stock logo
C
Citigroup
$2,725$2,418 â–²787.3%19,3530.3%Finance
ProShares UltraPro Dow30 stock logo
UDOW
ProShares UltraPro Dow30
$2,716$2,669 â–²5,701.9%38,7570.3%ETF
Salesforce Inc. stock logo
CRM
Salesforce
$2,694$2,164 â–²408.1%17,1010.3%Technology
Direxion Daily Semiconductors Bull 3x Shares stock logo
SOXL
Direxion Daily Semiconductors Bull 3x Shares
$2,600$2,501 â–²2,528.0%9,7500.3%ETF
FT Vest U.S. Equity Buffer ETF - June stock logo
FJUN
FT Vest U.S. Equity Buffer ETF - June
$2,558$2,415 â–²1,684.5%42,6680.3%ETF
Columbia Research Enhanced Core ETF stock logo
RECS
Columbia Research Enhanced Core ETF
$2,512$2,423 â–²2,721.1%58,0300.3%ETF
Altrius Global Dividend ETF stock logo
DIVD
Altrius Global Dividend ETF
$2,431$2,341 â–²2,589.8%57,1580.3%ETF
PERSHING SQUARE USA LTD COM SHS ADDED
$2,390$2,390 â–²New Holding63,9500.3%COM
Qualcomm Incorporated stock logo
QCOM
Qualcomm
$2,325$2,028 â–²682.2%12,5390.3%Technology
Oracle Corporation stock logo
ORCL
Oracle
$2,301$1,986 â–²631.3%15,7010.3%Technology
Advanced Micro Devices, Inc. stock logo
AMD
Advanced Micro Devices
$2,291$1,049 â–²84.5%4,1000.3%Technology
Johnson & Johnson stock logo
JNJ
Johnson & Johnson
$2,291$1,731 â–²309.2%9,0220.3%Healthcare
Vanguard Information Technology ETF stock logo
VGT
Vanguard Information Technology ETF
$2,041$1,863 â–²1,046.7%17,0750.2%ETF
iShares Core S&P 500 ETF stock logo
IVV
iShares Core S&P 500 ETF
$2,023$688 â–²51.5%2,7070.2%ETF
Blue Owl Capital Corporation stock logo
OBDC
Blue Owl Capital
$1,948$1,925 â–²8,465.2%174,2170.2%Finance
ASML Holding N.V. stock logo
ASML
ASML
$1,879$691 â–¼-26.9%9550.2%Technology
Taiwan Semiconductor Manufacturing Company Ltd. stock logo
TSM
Taiwan Semiconductor Manufacturing
$1,872$1,292 â–²222.7%3,9530.2%Technology
BlackRock MuniHoldings Fund, Inc. stock logo
MHD
BlackRock MuniHoldings Fund
$1,837$1,816 â–²8,651.0%154,4560.2%Finance
SoFi Technologies, Inc. stock logo
SOFI
SoFi Technologies
$1,819$1,789 â–²6,012.0%101,4590.2%Finance
Blackstone Inc. stock logo
BX
Blackstone
$1,817$1,556 â–²597.0%15,5490.2%Finance
Merck & Co., Inc. stock logo
MRK
Merck & Co., Inc.
$1,814$1,590 â–²710.7%14,0000.2%Healthcare
Essex Property Trust, Inc. stock logo
ESS
Essex Property Trust
$1,723$1,299 â–²306.6%5,8430.2%Real Estate
Utilities Select Sector SPDR Fund stock logo
XLU
Utilities Select Sector SPDR Fund
$1,594$1,484 â–²1,352.1%35,1120.2%ETF
UnitedHealth Group Incorporated stock logo
UNH
UnitedHealth Group
$1,594$1,152 â–²260.7%3,8230.2%Healthcare
Constellation Energy Corporation stock logo
CEG
Constellation Energy
$1,591$1,591 â–²New Holding6,4080.2%Utilities
YMAR
FT Vest International Equity Moderate Buffer ETF - March
$1,572$1,527 â–²3,383.1%54,8590.2%ETF
Mastercard Incorporated stock logo
MA
Mastercard
$1,568$623 â–²65.9%3,0550.2%Finance
iShares Russell 1000 Growth ETF stock logo
IWF
iShares Russell 1000 Growth ETF
$1,555$1,401 â–²906.7%12,6440.2%ETF
iShares Short Treasury Bond ETF stock logo
SHV
iShares Short Treasury Bond ETF
$1,550$1,395 â–²902.9%14,0500.2%ETF
SHOPIFY INC CL A SUB VTG SHS
$1,418$1,275 â–²892.7%12,4190.2%Cl A
Life Time Group Holdings, Inc. stock logo
LTH
Life Time Group
$1,391$1,354 â–²3,611.8%34,0000.2%Consumer Discretionary
Netflix, Inc. stock logo
NFLX
Netflix
$1,385$1,244 â–²881.2%19,2420.2%Communication Services
NextEra Energy, Inc. stock logo
NEE
NextEra Energy
$1,370$1,242 â–²972.1%15,5890.2%Utilities
MORGAN STANLEY DIRECT LENDIN COM SHS
$1,310$1,294 â–²7,895.4%84,1120.2%COM
CrowdStrike stock logo
CRWD
CrowdStrike
$1,304$647 â–²98.4%1,7220.2%Technology
FIRST TR EXCHNG TRADED FD VI FT VEST U.S EQT
$1,288$1,237 â–²2,448.0%31,2900.1%ETF
Morgan Stanley stock logo
MS
Morgan Stanley
$1,284$1,073 â–²507.7%6,1200.1%Finance
The Walt Disney Company stock logo
DIS
Walt Disney
$1,282$1,166 â–²1,001.8%13,2210.1%Communication Services
iShares Biotechnology ETF stock logo
IBB
iShares Biotechnology ETF
$1,260$1,049 â–²497.3%6,6240.1%ETF
ServiceNow, Inc. stock logo
NOW
ServiceNow
$1,250$1,139 â–²1,030.6%12,5840.1%Technology
Energy Select Sector SPDR Fund stock logo
XLE
Energy Select Sector SPDR Fund
$1,249$1,227 â–²5,566.7%23,5170.1%ETF
First Trust Nasdaq Cybersecurity ETF stock logo
CIBR
First Trust Nasdaq Cybersecurity ETF
$1,177$1,107 â–²1,577.3%13,1000.1%ETF
Micron Technology, Inc. stock logo
MU
Micron Technology
$1,144$1,144 â–²New Holding9910.1%Technology
BlackRock Science and Technology Term Trust stock logo
BSTZ
BlackRock Science and Technology Term Trust
$1,125$1,099 â–²4,281.2%37,5910.1%Finance

Showing largest 100 holdings. View all holdings.
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