Lm Advisors LLC Reduced Holdings in Q1 2025

Lm Advisors LLC

  • $555 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
SOXL
Direxion Daily Semiconductor B

ETFs
-55.2K
- 73.4%
$15.95 - $35.15 $880K - $1.94M
20K $319K
UNH
Unitedhealth Group Inc

Healthcare
-1.94K
- 39.09%
$461.52 - $548.18 $894K - $1.06M
3.02K $1.58M
VTI
Vanguard Total Stock Market Et

ETFs
-788
- 2.21%
$271.18 - $303.12 $214K - $239K
34.9K $9.59M
ORCL
Oracle Corp

Technology
-783
- 4.53%
$139.81 - $186.47 $109K - $146K
16.5K $2.31M
BSTZ
Black Rock Science & Technology Trust Ii

N/A
-12.8K
- 18.0%
$17.74 - $22.07 $227K - $283K
58.4K $1.04M
PYPL
Pay Pal Holdings, Inc.

Financial Services
-1.56K
- 10.63%
$65.15 - $91.81 $102K - $143K
13.1K $858K
EMR
Emerson Electric CO

Industrials
-1.54K
- 15.99%
$108.64 - $131.17 $167K - $202K
8.08K $886K
IVV
Ishares Core S&P 500 ETF

ETFs
-340
- 10.95%
$554.06 - $615.85 $188K - $209K
2.77K $1.55M
PCAR
Paccar Inc

Industrials
-1.79K
- 18.71%
$96.91 - $112.51 $173K - $201K
7.76K $756K
HD
Home Depot, Inc.

Consumer Cyclical
-378
- 7.42%
$347.25 - $424.87 $131K - $161K
4.72K $1.73M
VNQ
Vanguard Specialized Funds Van

ETFs
-2.98K
- 6.5%
$85.55 - $94.34 $255K - $281K
42.8K $3.88M
DIS
Walt Disney CO

Communication Services
-65
- 0.5%
$96.87 - $114.0 $6.3K - $7.41K
13K $1.28M
IBM
International Business Machines Corp

Technology
-1.66K
- 19.85%
$217.4 - $264.74 $361K - $439K
6.7K $1.67M
BMEZ
Black Rock Health Sciences Trust Ii

ETFs
-11.6K
- 19.09%
$14.48 - $16.6 $167K - $192K
49K $730K
BAC
Bank Of America Corp

Financial Services
-497
- 0.96%
$39.61 - $47.74 $19.7K - $23.7K
51.4K $2.15M
PEP
Pepsico Inc

Consumer Defensive
-661
- 9.5%
$142.64 - $156.42 $94.3K - $103K
6.3K $944K
IIGD
Invesco Exch Trd Self Indexed

ETFs
-5.16K
- 15.32%
$24.07 - $24.52 $124K - $126K
28.5K $698K
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt
-1.36K
- 2.15%
N/A
61.8K $2.33M
NAD
Nuveen Quality Municipal Income Fund

Financial Services
-6.01K
- 1.91%
$11.4 - $11.96 $68.5K - $71.8K
308K $3.55M
ESS
Essex Property Trust, Inc.

Real Estate
-814
- 10.52%
N/A
6.93K $2.12M
CAT
Caterpillar Inc

Industrials
-123
- 9.56%
$326.75 - $407.63 $40.2K - $50.1K
1.16K $384K
TXN
Texas Instruments Inc

Technology
-230
- 4.45%
N/A
4.94K $888K
BYM
Blackrock Municipal Income Quality Trust

Financial Services
-5.65K
- 3.32%
$10.69 - $11.42 $60.4K - $64.5K
165K $1.78M
ADP
Automatic Data Processing Inc

Industrials
-362
- 10.86%
$286.85 - $318.64 $104K - $115K
2.97K $908K
NOW
Service Now, Inc.

Technology
-3
- 1.15%
$783.83 - $1170.39 $2.35K - $3.51K
259 $206K
TMO
Thermo Fisher Scientific Inc.

Healthcare
-2
- 0.07%
$497.6 - $606.74 $995 - $1.21K
2.82K $1.4M
PG
Procter & Gamble CO

Consumer Defensive
-499
- 6.72%
$158.56 - $176.26 $79.1K - $88K
6.93K $1.18M
IHI
Ishares Tr Dow Jones Us Medica

ETFs
-3.32K
- 4.47%
$58.32 - $65.09 $194K - $216K
71K $4.27M
PFE
Pfizer Inc

Healthcare
-1.43K
- 6.89%
$25.01 - $27.13 $35.8K - $38.8K
19.3K $490K
BA
Boeing CO

Industrials
-179
- 5.73%
$148.15 - $186.25 $26.5K - $33.3K
2.94K $502K
SHOP
Shopify Inc.

Technology
-79
- 1.96%
$90.59 - $129.31 $7.16K - $10.2K
3.96K $378K
RYH
Invesco S&P 500 Equal Weight H

ETFs
-2.17K
- 5.93%
N/A
34.5K $1.03M
DRI
Darden Restaurants Inc

Consumer Cyclical
-844
- 13.91%
$180.02 - $208.56 $152K - $176K
5.22K $1.09M
IBB
Ishares Biotechnology ETF

ETFs
-140
- 2.02%
$127.9 - $140.56 $17.9K - $19.7K
6.78K $867K
ACP
Aberdeen Income Credit Strategies Fund

Financial Services
-4.99K
- 4.88%
$5.87 - $6.26 $29.3K - $31.2K
97.2K $573K
KLAC
Kla Corp

Technology
-97
- 20.21%
$636.62 - $777.63 $61.8K - $75.4K
383 $260K
CMF
Ishares California Muni Bond E

ETFs
-263
- 1.62%
$55.93 - $57.47 $14.7K - $15.1K
16K $901K
XJUN
Ft Exch Trd Fd Viii Cboe Vest

ETFs
-293
- 0.31%
$38.02 - $39.4 $11.1K - $11.5K
94.4K $3.63M
NAC
Nuveen California Quality Municipal Income Fund

Financial Services
-700
- 0.21%
$11.17 - $11.61 $7.82K - $8.13K
338K $3.8M
MUC
Blackrock Muniholdings California Quality Fund, Inc.

Financial Services
-2.45K
- 6.76%
$10.55 - $11.13 $25.8K - $27.3K
33.8K $362K
MCD
Mcdonalds Corp

Consumer Cyclical
-435
- 8.65%
$279.74 - $321.29 $122K - $140K
4.59K $1.44M
VGK
Vanguard Ftse Europe ETF Ftse

ETFs
-1.04K
- 12.88%
$63.07 - $73.5 $65.5K - $76.3K
7.02K $493K
PSX
Phillips 66

Energy
-251
- 12.55%
$113.93 - $131.55 $28.6K - $33K
1.75K $216K
NDMO
Nuveen Dynamic Municipal Opportunities Fund

ETFs
-2K
- 3.79%
$10.1 - $10.61 $20.2K - $21.2K
50.7K $520K
NFLX
Netflix Inc

Communication Services
-18
- 3.27%
$828.4 - $1058.6 $14.9K - $19.1K
532 $496K
EEM
Ishares Msci Emerging Markets

ETFs
-70
- 1.16%
$40.81 - $45.34 $2.86K - $3.17K
5.94K $260K
CME
Cme Group Inc.

Financial Services
-343
- 9.69%
$225.82 - $266.54 $77.5K - $91.4K
3.2K $848K
VTV
Vanguard Value ETF

ETFs
-70
- 0.4%
$167.73 - $179.21 $11.7K - $12.5K
17.2K $2.98M
XLV
Select Sector Spdr Fund Health

ETFs
-1.23K
- 4.42%
$137.61 - $149.68 $170K - $185K
26.7K $3.89M
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
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