Lm Advisors LLC Portfolio Holdings

Lm Advisors LLC

  • $555 Million
  • Q1 2025

Lm Advisors LLC has filed its 13F form on May 13, 2025 for Q1 2025 where it was disclosed a total value porftolio of $555 Million distributed in 215 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Amazon Com Inc with a value of $47.3M, Vanguard Index Fds S&P 500 ETF with a value of $40.9M, Spdr S&P 500 ETF Trust with a value of $35.3M, Invesco Exchange Traded Self I with a value of $33.7M, and Apple Inc. with a value of $22.7M.

Examining the 13F form we can see an decrease of $3.51M in the current position value, from $559M to 555M.

Lm Advisors LLC is based out at San Diego, CA

Below you can find more details about Lm Advisors LLC portfolio as well as his latest detailed transactions.

Portfolio value $555 Million
ETFs: $260 Million
Technology: $68.8 Million
Consumer Cyclical: $59.4 Million
Financial Services: $52.7 Million
Communication Services: $40.8 Million
Healthcare: $18.6 Million
Consumer Defensive: $12.4 Million
Industrials: $10.8 Million
Other: $12.2 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$2.21T
$47.3 Million 8.52% of portfolio
248,683
Q1 2025 Added 2.1%
$0
$40.9 Million 7.36% of portfolio
79,502
Q1 2025 Added 2.96%
$0
$35.3 Million 6.35% of portfolio
63,051
Q1 2025 Added 8.37%
$0
$33.7 Million 6.07% of portfolio
632,485
Q1 2025 Added 1.11%
$3.24T
$22.7 Million 4.09% of portfolio
102,258
Q1 2025 Added 5.2%
$1.08T
$21.2 Million 3.81% of portfolio
135,379
Q1 2025 Added 0.59%
$0
$18.8 Million 3.38% of portfolio
96,789
Q1 2025 Added 3.37%
$0
$15.8 Million 2.85% of portfolio
33,748
Q1 2025 Added 10.66%
$3.52T
$15.2 Million 2.73% of portfolio
40,432
Q1 2025 Added 10.16%
$0
$10.4 Million 1.88% of portfolio
60,236
Q1 2025 Added 17.51%
$0
$9.59 Million 1.73% of portfolio
34,892
Q1 2025 Reduced 2.21%
$0
$8.76 Million 1.58% of portfolio
33,071
Q1 2025 Added 0.25%
$993B
$8.65 Million 1.56% of portfolio
55,903
Q1 2025 Added 13.69%
$1.5T
$7.98 Million 1.44% of portfolio
13,851
Q1 2025 Added 3.13%
$444B
$7.98 Million 1.44% of portfolio
10
Q4 2024 Reduced 9.09%
$648B
$7.84 Million 1.41% of portfolio
14,721
Q1 2025 Added 2.16%
$0
$5.85 Million 1.05% of portfolio
74,684
Q3 2024 Reduced 1.04%
$355B
$4.89 Million 0.88% of portfolio
45,124
Q1 2025 Added 43.43%
$735B
$4.86 Million 0.87% of portfolio
5,878
Q1 2025 Reduced 4.24%
$272B
$4.72 Million 0.85% of portfolio
17,585
Q1 2025 Added 1.19%
$445B
$4.56 Million 0.82% of portfolio
4,820
Q1 2025 Reduced 0.35%
$0
$4.44 Million 0.8% of portfolio
195,280
Q1 2025 Added 1.63%
-
$4.34 Million 0.78% of portfolio
-
Q1 2025 Added 1.47%
$0
$4.27 Million 0.77% of portfolio
70,962
Q1 2025 Reduced 4.47%
Wells Fargo CO New Perp Pfd Cnv A
-
$4.16 Million 0.75% of portfolio
-
Q1 2025 Added 0.73%
$0
$3.88 Million 0.7% of portfolio
42,814
Q1 2025 Reduced 6.5%
$0
$3.89 Million 0.7% of portfolio
26,667
Q1 2025 Reduced 4.42%
$0
$3.75 Million 0.68% of portfolio
69,469
Q1 2025 Added 1.77%
$0
$3.8 Million 0.68% of portfolio
337,913
Q1 2025 Reduced 0.21%
$0
$3.63 Million 0.65% of portfolio
94,380
Q1 2025 Reduced 0.31%
$0
$3.55 Million 0.64% of portfolio
308,249
Q1 2025 Reduced 1.91%
$265B
$3.39 Million 0.61% of portfolio
38,581
Q1 2025 Added 13.41%
$53.2B
$3.31 Million 0.6% of portfolio
56,142
Q1 2025 Added 7.25%
$0
$3.21 Million 0.58% of portfolio
70,976
Q1 2025 Reduced 0.78%
$98.9B
$3.13 Million 0.56% of portfolio
18,697
Q1 2025 Added 30.96%
$0
$2.98 Million 0.54% of portfolio
17,232
Q1 2025 Reduced 0.4%
$0
$2.91 Million 0.52% of portfolio
58,022
Q1 2025 Added 0.87%
$974B
$2.92 Million 0.52% of portfolio
11,249
Q1 2025 Added 23.52%
$599B
$2.61 Million 0.47% of portfolio
7,448
Q1 2025 Added 0.66%
$557B
$2.52 Million 0.45% of portfolio
4,600
Q1 2025 Added 50.67%
$201B
$2.42 Million 0.44% of portfolio
26,948
Q1 2025 Added 34.43%
$782B
$2.44 Million 0.44% of portfolio
9,951
Q1 2025 Added 0.49%
$0
$2.41 Million 0.43% of portfolio
4,514
Q1 2025 Added 59.56%
$259B
$2.4 Million 0.43% of portfolio
28,382
Q1 2025 Reduced 1.99%
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt
-
$2.33 Million 0.42% of portfolio
-
Q1 2025 Reduced 2.15%
$130B
$2.33 Million 0.42% of portfolio
8,569
Q1 2025 Added 223.11%
$406B
$2.32 Million 0.42% of portfolio
13,976
Q1 2025 Added 14.14%
$478B
$2.31 Million 0.42% of portfolio
16,497
Q1 2025 Reduced 4.53%
$0
$2.27 Million 0.41% of portfolio
28,744
Q1 2025 Added 1.77%

Summary

  • Portfolio
  • No. of Stocks 215
  • Current Value $555 Million
  • Prior Value $559 Million
  • Filing
  • Period Q1 2025
  • Filing Date May 13, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 36 stocks
  • Additional Purchases 98 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 55 stocks
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