Lm Advisors LLC Incresed Positions in Q2 2025

Lm Advisors LLC

  • $777 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
MSFT
Microsoft Corp

Technology
195K
+ 481.43%
$354.56 - $497.45 $69M - $96.8M
235K $117M
TSLA
Tesla, Inc.

Consumer Cyclical
204K
+ 1813.51%
$221.86 - $362.89 $45.3M - $74M
215K $68.4M
AAPL
Apple Inc.

Technology
201K
+ 196.41%
$172.42 - $223.89 $34.6M - $45M
303K $62.2M
AMZN
Amazon Com Inc

Consumer Cyclical
19.5K
+ 7.82%
$167.32 - $223.3 $3.26M - $4.34M
268K $58.8M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
754
+ 0.95%
$456.74 - $568.03 $344K - $428K
80.3K $45.6M
GOOG
Alphabet Inc.

Communication Services
7.71K
+ 5.69%
$146.58 - $180.01 $1.13M - $1.39M
143K $25.4M
META
Meta Platforms, Inc.

Communication Services
1.76K
+ 12.72%
$484.66 - $738.09 $854K - $1.3M
15.6K $11.5M
PLTR
Palantir Technologies Inc.

Technology
10.9K
+ 38.32%
$74.01 - $144.25 $805K - $1.57M
39.3K $5.35M
FJUN
First Tr Ex Trd Viii Cboe Vest

Technology
38.7K
+ 700.76%
$46.04 - $53.67 $1.78M - $2.08M
44.2K $2.37M
JPM
Jpmorgan Chase & CO

Financial Services
3.1K
+ 31.16%
$210.28 - $289.91 $652K - $899K
13.1K $3.78M
NFLX
Netflix Inc

Communication Services
728
+ 136.84%
$855.86 - $1339.13 $623K - $975K
1.26K $1.69M
VIG
Vanguard Dividend Appreciation

ETFs
449
+ 0.46%
N/A
97.2K $19.9M
VTI
Vanguard Total Stock Market Et

ETFs
26
+ 0.07%
$243.75 - $303.93 $6.34K - $7.9K
34.9K $10.6M
WMT
Walmart Inc.

Consumer Defensive
5.28K
+ 13.7%
$81.79 - $99.98 $432K - $528K
43.9K $4.29M
GS
Goldman Sachs Group Inc

Financial Services
58
+ 1.46%
$462.22 - $707.75 $26.8K - $41K
4.04K $2.86M
YSEP
First Tr ETF Fd Viii Cboe Vest

ETFs
12.7K
+ 6.49%
$21.49 - $24.4 $272K - $309K
208K $5.07M
AMD
Advanced Micro Devices Inc

Technology
1.68K
+ 20.2%
$78.21 - $143.81 $131K - $242K
10K $1.42M
SBAC
Sba Communications Corp

Real Estate
1.91K
+ 35.49%
$208.57 - $243.4 $399K - $466K
7.3K $1.72M
CRWD
Crowd Strike Holdings, Inc.

Technology
496
+ 34.42%
$321.63 - $509.31 $160K - $253K
1.94K $987K
DGRW
Wisdomtree Tr Us Quality Divid

ETFs
4.32K
+ 22.67%
$71.28 - $83.74 $308K - $361K
23.3K $1.96M
C
Citigroup Inc

Financial Services
1.97K
+ 11.09%
$58.13 - $85.12 $114K - $167K
19.7K $1.68M
Blackrock Inc Com
278
+ 32.33%
N/A
1.14K $1.19M
DIS
Walt Disney CO

Communication Services
174
+ 1.34%
$81.72 - $124.01 $14.2K - $21.6K
13.2K $1.63M
DIA
Spdr Dow Jones Industrial Average ETF Trust

ETFs
99
+ 0.68%
$376.48 - $440.65 $37.3K - $43.6K
14.7K $6.47M
BX
Blackstone Inc.

Financial Services
1.78K
+ 29.17%
$120.07 - $151.11 $214K - $270K
7.9K $1.18M
IEFA
Ishares Tr

ETFs
1.15K
+ 4.21%
$67.83 - $84.09 $78.3K - $97K
28.6K $2.38M
V
Visa Inc.

Financial Services
751
+ 10.08%
$308.27 - $373.31 $232K - $280K
8.2K $2.91M
Ishares Bitcoin Trust ETF Shs Ben Int
1.14K
+ 8.39%
N/A
14.7K $897K
PANW
Palo Alto Networks Inc

Technology
764
+ 33.85%
$152.44 - $204.64 $116K - $156K
3.02K $618K
DIVD
Ea Ser Tr
5.51K
+ 21.17%
N/A
31.5K $1.12M
CRM
Salesforce, Inc.

Technology
522
+ 2.97%
$236.26 - $291.15 $123K - $152K
18.1K $4.94M
EWJ
Ishares Msci Japan ETF

ETFs
179
+ 0.59%
$61.32 - $75.28 $11K - $13.5K
30.3K $2.27M
MS
Morgan Stanley

Financial Services
365
+ 6.36%
$99.83 - $140.86 $36.4K - $51.4K
6.1K $860K
RECS
Columbia ETF Tr I

ETFs
1.01K
+ 2.56%
$29.4 - $36.79 $29.8K - $37.3K
40.6K $1.49M
MELI
Mercadolibre Inc

Consumer Cyclical
7
+ 2.92%
$1794.73 - $2613.63 $12.6K - $18.3K
247 $645K
O
Realty Income Corp

Real Estate
2.98K
+ 25.11%
$52.27 - $58.52 $156K - $175K
14.9K $856K
GLD
Spdr Gold Trust

ETFs
277
+ 8.15%
$273.71 - $316.29 $75.8K - $87.6K
3.68K $1.12M
LMT
Lockheed Martin Corp

Industrials
221
+ 14.19%
$430.82 - $486.45 $95.2K - $108K
1.78K $824K
NEE
Nextera Energy Inc

Utilities
1.91K
+ 13.92%
$64.11 - $75.0 $122K - $143K
15.6K $1.09M
PLD
Prologis, Inc.

Real Estate
1.14K
+ 41.06%
$89.76 - $112.34 $102K - $128K
3.9K $410K
SMH
Vaneck ETF Tr Semiconductor Et

ETFs
57
+ 4.85%
$179.95 - $278.88 $10.3K - $15.9K
1.23K $344K
SHOP
Shopify Inc.

Technology
88
+ 2.22%
$76.89 - $115.35 $6.77K - $10.2K
4.05K $467K
TGT
Target Corp

Consumer Defensive
1.11K
+ 22.37%
$88.76 - $105.77 $98.1K - $117K
6.04K $596K
VGK
Vanguard Ftse Europe ETF Ftse

ETFs
355
+ 5.05%
$62.73 - $78.42 $22.3K - $27.8K
7.38K $572K
First Tr Exchng Traded Fd Vi Ft Vest U.S Eqt
780
+ 10.44%
N/A
8.25K $321K
PFE
Pfizer Inc

Healthcare
2.37K
+ 12.27%
$21.59 - $24.84 $51.2K - $58.9K
21.7K $526K
ORLY
O Reilly Automotive Inc

Consumer Cyclical
2.8K
+ 1392.54%
$87.84 - $1441.89 $246K - $4.04M
3K $270K
UNH
Unitedhealth Group Inc

Healthcare
238
+ 7.89%
$274.35 - $599.47 $65.3K - $143K
3.26K $1.02M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
145
+ 0.98%
$483.48 - $539.8 $70.1K - $78.3K
14.9K $7.22M
Activity Summary
Buys All Purchases 65 New Holdings 15 Increased Positions 50 Sells All Sells 73 Reductions 73 Sold out 0 Options Calls 0 Puts 0
Track This Portfolio

Track Lm Advisors LLC Portfolio

Follow Lm Advisors LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Lm Advisors LLC, based on Form 13F filings with the SEC.

News

Stay updated on Lm Advisors LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email