Lm Advisors LLC Purchases in Q1 2025

Lm Advisors LLC

  • $555 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
IEFA
Ishares Tr

ETFs
2.06K
+ 8.12%
$69.57 - $78.65 $143K - $162K
27.4K $2.07M
BKR
Baker Hughes CO

Energy
5.91K
+ 67.55%
$41.16 - $48.85 $243K - $289K
14.7K $644K
V
Visa Inc.

Financial Services
49
+ 0.66%
$306.92 - $362.71 $15K - $17.8K
7.45K $2.61M
YSEP
First Tr ETF Fd Viii Cboe Vest

ETFs
3.14K
+ 1.63%
$21.67 - $23.21 $68K - $72.8K
195K $4.44M
SMH
Vaneck ETF Tr Semiconductor Et

ETFs
1.18K
New
$211.47 - $267.17 $249K - $314K
1.18K $249K
DGRW
Wisdomtree Tr Us Quality Divid

ETFs
3.19K
+ 20.12%
$78.0 - $84.37 $249K - $269K
19K $1.52M
QQQ
Invesco Qqq Trust, Series 1

ETFs
3.25K
+ 10.66%
$468.34 - $539.52 $1.52M - $1.75M
33.7K $15.8M
DIVD
Ea Ser Tr
4.83K
+ 22.82%
N/A
26K $900K
DG
Dollar General Corp

Consumer Defensive
2.6K
New
$68.44 - $87.93 $178K - $229K
2.6K $229K
XLK
Technology Sector Spdr

ETFs
1.09K
New
$206.38 - $242.18 $225K - $264K
1.09K $225K
EPD
Enterprise Products Partners L.P.

Energy
6.36K
New
$31.75 - $34.14 $202K - $217K
6.36K $217K
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
1.27K
New
$165.25 - $224.62 $211K - $286K
1.27K $212K
XLF
Financial Sector Spdr

ETFs
3.3K
+ 10.36%
$47.32 - $52.19 $156K - $172K
35.1K $1.75M
DLY
Double Line Yield Opportunities Fund

N/A
12.5K
New
$15.8 - $16.38 $198K - $205K
12.5K $202K
GE
General Electric CO

Industrials
1K
New
$168.59 - $212.13 $169K - $213K
1K $201K
GBIL
Goldman Sachs Access Treasury

ETFs
2K
New
$99.85 - $100.19 $200K - $200K
2K $200K
AMGN
Amgen Inc

Healthcare
226
+ 9.19%
$258.59 - $327.36 $58.4K - $74K
2.69K $837K
IEMG
Ishares Inc

ETFs
1.21K
+ 1.77%
N/A
69.5K $3.75M
SDVY
First Tr ETF Vi Smid Cap Risin

ETFs
6.33K
+ 29.91%
$32.49 - $37.99 $206K - $241K
27.5K $922K
IWD
Ishares Russell 1000 Val ETF

ETFs
726
+ 28.87%
$182.82 - $196.21 $133K - $142K
3.24K $610K
SPHD
Invesco ETF Tr Ii S&P 500 High

ETFs
500
+ 0.87%
$47.08 - $50.67 $23.5K - $25.3K
58K $2.91M
GS
Goldman Sachs Group Inc

Financial Services
406
+ 11.37%
$524.81 - $672.19 $213K - $273K
3.98K $2.17M
XLU
Utilities Sector Spdr

ETFs
500
+ 1.77%
$74.7 - $80.27 $37.4K - $40.1K
28.7K $2.27M
META
Meta Platforms, Inc.

Communication Services
421
+ 3.13%
$576.36 - $736.67 $243K - $310K
13.9K $7.98M
KO
Coca Cola CO

Consumer Defensive
67
+ 0.56%
$60.81 - $72.32 $4.07K - $4.85K
12.1K $867K
CIBR
First Tr Fd Ii Nasdaq Cybersec

ETFs
1.79K
+ 15.81%
$62.72 - $71.92 $112K - $129K
13.1K $826K
CVX
Chevron Corp

Energy
28
+ 0.63%
$146.71 - $167.97 $4.11K - $4.7K
4.51K $754K
XOM
Exxon Mobil Corp

Energy
75
+ 0.92%
$105.44 - $118.93 $7.91K - $8.92K
8.26K $982K
IWF
Ishares Russell 1000 Gr ETF

ETFs
463
+ 25.29%
$360.07 - $417.26 $167K - $193K
2.29K $828K
ASML
Asml Holding Nv

Technology
187
+ 17.27%
$662.63 - $776.99 $124K - $145K
1.27K $842K
SBAC
Sba Communications Corp

Real Estate
3
+ 0.06%
$192.76 - $224.91 $578 - $675
5.39K $1.19M
ADBE
Adobe Inc.

Technology
375
+ 39.06%
$377.84 - $464.11 $142K - $174K
1.34K $512K
C
Citigroup Inc

Financial Services
1.05K
+ 6.31%
$67.23 - $84.63 $70.8K - $89.1K
17.7K $1.26M
BBJP
Jp Morgan ETF Trust Betabuilde

ETFs
1.18K
+ 28.88%
$53.35 - $58.68 $62.7K - $68.9K
5.24K $294K
IXJ
Ishares Global Healthcare ETF

ETFs
580
+ 18.31%
$86.01 - $94.19 $49.9K - $54.6K
3.75K $342K
FMAR
First Tr Ex Tr Fd Viii Ft Cboe
2K
+ 13.97%
$41.35 - $44.46 $82.7K - $88.9K
16.3K $688K
JPM
Jpmorgan Chase & CO

Financial Services
49
+ 0.49%
$225.19 - $279.95 $11K - $13.7K
9.95K $2.44M
IWM
Ishares Russell 2000 ETF

ETFs
523
+ 29.89%
$198.1 - $229.79 $104K - $120K
2.27K $453K
MELI
Mercadolibre Inc

Consumer Cyclical
2
+ 0.84%
$1739.0 - $2260.0 $3.48K - $4.52K
240 $468K
O
Realty Income Corp

Real Estate
19
+ 0.16%
$51.67 - $58.49 $982 - $1.11K
11.9K $689K
RTX
Raytheon Technologies Corp

Industrials
24
+ 0.79%
$114.1 - $135.66 $2.74K - $3.26K
3.08K $407K
Wells Fargo CO New Perp Pfd Cnv A
25
+ 0.73%
N/A
3.47K $4.16M
ORLY
O Reilly Automotive Inc

Consumer Cyclical
1
+ 0.5%
$1187.71 - $1432.58 $1.19K - $1.43K
201 $288K
FJUN
First Tr Ex Trd Viii Cboe Vest

Technology
1K
+ 22.13%
$49.36 - $53.08 $49.4K - $53.1K
5.52K $275K
ITA
Ishares Tr

ETFs
32
+ 0.8%
$144.84 - $159.5 $4.63K - $5.1K
4.02K $615K
BSX
Boston Scientific Corp

Healthcare
27
+ 1.0%
$89.38 - $106.18 $2.41K - $2.87K
2.73K $275K
BXSL
Blackstone Secured Lending Fund

Financial Services
1.2K
+ 5.43%
$31.3 - $34.5 $37.6K - $41.4K
23.3K $754K
CRWD
Crowd Strike Holdings, Inc.

Technology
16
+ 1.12%
$308.86 - $455.36 $4.94K - $7.29K
1.44K $508K
PLD
Prologis, Inc.

Real Estate
15
+ 0.55%
$103.59 - $124.04 $1.55K - $1.86K
2.77K $309K
Activity Summary
Buys All Purchases 134 New Holdings 36 Increased Positions 98 Sells All Sells 55 Reductions 55 Sold out 0 Options Calls 0 Puts 0
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