Lm Advisors LLC Incresed Positions in Q1 2025

Lm Advisors LLC

  • $555 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
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
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
BX
Blackstone Inc.

Financial Services
1.25K
+ 25.75%
$136.53 - $186.74 $171K - $234K
6.12K $855K
SHV
Ishares Tr

ETFs
64
+ 0.47%
$110.11 - $110.51 $7.05K - $7.07K
13.6K $1.5M
PANW
Palo Alto Networks Inc

Technology
207
+ 10.1%
$167.82 - $208.28 $34.7K - $43.1K
2.26K $385K
SPGI
S&P Global Inc.

Financial Services
6
+ 0.66%
$478.26 - $543.77 $2.87K - $3.26K
911 $463K
IJH
Ishares Core S&P Mid Cap ETF

ETFs
750
+ 7.93%
$57.21 - $65.8 $42.9K - $49.4K
10.2K $595K
QCOM
Qualcomm Inc

Technology
23
+ 0.18%
$151.94 - $175.86 $3.49K - $4.04K
12.5K $1.92M
FCX
Freeport Mcmoran Inc

Basic Materials
20
+ 0.33%
$34.5 - $43.01 $690 - $860
6.11K $231K
NEE
Nextera Energy Inc

Utilities
40
+ 0.29%
$66.96 - $76.16 $2.68K - $3.05K
13.7K $972K
STT
State Street Corp

Financial Services
5
+ 0.21%
$84.47 - $102.23 $422 - $511
2.34K $209K
ITW
Illinois Tool Works Inc

Industrials
8
+ 0.24%
$244.9 - $274.48 $1.96K - $2.2K
3.4K $844K
FFEB
Ft Tr ETF Viii Ft Cboe Vest Us
1.29K
+ 1.47%
N/A
88.8K $4.34M
GM
General Motors CO

Consumer Cyclical
22
+ 0.51%
$45.22 - $54.92 $995 - $1.21K
4.31K $203K
SOXX
Ishares Semiconductor ETF

ETFs
12
+ 0.85%
$188.17 - $235.81 $2.26K - $2.83K
1.43K $269K
NKE
Nike, Inc.

Consumer Cyclical
445
+ 8.79%
$63.29 - $81.72 $28.2K - $36.4K
5.51K $349K
LMT
Lockheed Martin Corp

Industrials
34
+ 2.23%
$423.19 - $506.29 $14.4K - $17.2K
1.56K $696K
MS
Morgan Stanley

Financial Services
18
+ 0.31%
$111.68 - $141.08 $2.01K - $2.54K
5.74K $670K
AXP
American Express CO

Financial Services
22
+ 1.07%
$255.39 - $325.87 $5.62K - $7.17K
2.08K $560K
Blackrock Inc Com
3
+ 0.35%
N/A
860 $814K
XBI
Spdr Ser Tr Spdr S&P Biotech E

ETFs
142
+ 1.56%
$81.1 - $94.7 $11.5K - $13.4K
9.23K $749K
Ishares Bitcoin Trust ETF Shs Ben Int
215
+ 1.62%
N/A
13.5K $633K
UPS
United Parcel Service Inc

Industrials
16
+ 0.24%
$109.66 - $136.26 $1.75K - $2.18K
6.6K $725K
TGT
Target Corp

Consumer Defensive
139
+ 2.9%
$103.65 - $142.5 $14.4K - $19.8K
4.94K $515K
VGT
Vanguard Information Technolog

ETFs
103
+ 4.15%
$542.38 - $646.34 $55.9K - $66.6K
2.59K $1.4M
AVGO
Broadcom Inc.

Technology
4.42K
+ 30.96%
$167.43 - $244.7 $740K - $1.08M
18.7K $3.13M
OMFL
Invesco Exchange Traded Self I

ETFs
6.95K
+ 1.11%
$52.19 - $57.45 $363K - $399K
632K $33.7M
MSFT
Microsoft Corp

Technology
3.73K
+ 10.16%
$375.39 - $447.2 $1.4M - $1.67M
40.4K $15.2M
SOFI
So Fi Technologies, Inc.

Financial Services
11.8K
+ 9.25%
$11.18 - $18.03 $132K - $213K
140K $1.62M
GOOGL
Alphabet Inc.

Communication Services
6.73K
+ 13.69%
$154.33 - $206.19 $1.04M - $1.39M
55.9K $8.65M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
2.28K
+ 2.96%
$507.05 - $563.67 $1.16M - $1.29M
79.5K $40.9M
TSLA
Tesla, Inc.

Consumer Cyclical
2.14K
+ 23.52%
$222.15 - $428.22 $476K - $917K
11.2K $2.92M
CRM
Salesforce, Inc.

Technology
207
+ 1.19%
$268.36 - $359.95 $55.6K - $74.5K
17.6K $4.72M
AAPL
Apple Inc.

Technology
5.06K
+ 5.2%
$209.68 - $247.1 $1.06M - $1.25M
102K $22.7M
GOOG
Alphabet Inc.

Communication Services
800
+ 0.59%
$156.06 - $207.71 $125K - $166K
135K $21.2M
AMZN
Amazon Com Inc

Consumer Cyclical
5.12K
+ 2.1%
$190.26 - $242.06 $973K - $1.24M
249K $47.3M
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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