Lm Advisors LLC Reduced Holdings in Q4 2024

Lm Advisors LLC

  • $572 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
SBAC
Sba Communications Corp

Real Estate
-6.39K
- 54.25%
$198.24 - $249.31 $1.27M - $1.59M
5.39K $1.1M
CVX
Chevron Corp

Energy
-6.01K
- 57.28%
$141.15 - $162.53 $848K - $976K
4.48K $649K
JPM
Jpmorgan Chase & CO

Financial Services
-5.25K
- 34.65%
$205.18 - $250.29 $1.08M - $1.31M
9.9K $2.37M
BRK-A
Berkshire Hathaway Inc

Financial Services
-1
- 9.09%
$664750.0 - $724132.5 $665K - $724K
10 $6.81M
MA
Mastercard Inc

Financial Services
-1.8K
- 37.05%
$491.3 - $536.15 $883K - $963K
3.05K $1.61M
TMO
Thermo Fisher Scientific Inc.

Healthcare
-418
- 12.89%
$501.29 - $612.85 $210K - $256K
2.82K $1.47M
WMT
Walmart Inc.

Consumer Defensive
-10.5K
- 23.66%
$79.1 - $95.7 $834K - $1.01M
34K $3.08M
AAPL
Apple Inc.

Technology
-9.39K
- 8.81%
$221.69 - $259.02 $2.08M - $2.43M
97.2K $24.3M
BMEZ
Black Rock Health Sciences Trust Ii

ETFs
-24.7K
- 29.0%
$14.4 - $16.03 $356K - $396K
60.6K $872K
YSEP
First Tr ETF Fd Viii Cboe Vest

ETFs
-11.3K
- 5.55%
$21.7 - $22.73 $245K - $256K
192K $4.17M
NFLX
Netflix Inc

Communication Services
-750
- 57.69%
$687.65 - $936.56 $516K - $702K
550 $490K
NEE
Nextera Energy Inc

Utilities
-2.95K
- 17.74%
$69.77 - $85.43 $206K - $252K
13.7K $981K
PLD
Prologis, Inc.

Real Estate
-2.8K
- 50.43%
$101.4 - $126.96 $284K - $355K
2.75K $291K
NAD
Nuveen Quality Municipal Income Fund

Financial Services
-10.8K
- 3.32%
$11.39 - $12.41 $123K - $134K
314K $3.66M
VNQ
Vanguard Specialized Funds Van

ETFs
-916
- 1.96%
$87.85 - $98.6 $80.5K - $90.3K
45.8K $4.08M
PANW
Palo Alto Networks Inc

Technology
-25
- 1.2%
$181.96 - $405.9 $4.55K - $10.1K
2.05K $373K
Morgan Stanley Direct Lendin Com Shs
-17.9K
- 45.2%
N/A
21.7K $450K
O
Realty Income Corp

Real Estate
-3.3K
- 21.76%
$51.76 - $64.71 $171K - $213K
11.9K $634K
BSTZ
Black Rock Science & Technology Trust Ii

N/A
-21K
- 22.8%
$18.92 - $22.13 $398K - $465K
71.2K $1.47M
VZ
Verizon Communications Inc

Communication Services
-2.94K
- 9.41%
$39.6 - $45.21 $116K - $133K
28.3K $1.13M
V
Visa Inc.

Financial Services
-1.86K
- 20.11%
$273.87 - $320.91 $510K - $598K
7.4K $2.34M
SPHD
Invesco ETF Tr Ii S&P 500 High

ETFs
-979
- 1.67%
$47.77 - $51.75 $46.8K - $50.7K
57.5K $2.78M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
-2.85K
- 23.13%
$61.68 - $67.87 $175K - $193K
9.46K $589K
XLU
Utilities Sector Spdr

ETFs
-1.54K
- 5.16%
$74.89 - $82.93 $115K - $128K
28.2K $2.14M
NDMO
Nuveen Dynamic Municipal Opportunities Fund

ETFs
-6.97K
- 11.67%
$9.94 - $11.39 $69.3K - $79.4K
52.7K $528K
ESS
Essex Property Trust, Inc.

Real Estate
-125
- 1.59%
N/A
7.74K $2.21M
ACP
Aberdeen Income Credit Strategies Fund

Financial Services
-8.16K
- 7.39%
$5.83 - $6.64 $47.6K - $54.2K
102K $618K
CRWD
Crowd Strike Holdings, Inc.

Technology
-700
- 32.94%
$275.15 - $388.2 $193K - $272K
1.43K $488K
First Tr Exchng Traded Fd Vi Ft Vest U.S Eqt
-2.53K
- 25.33%
N/A
7.47K $280K
MUC
Blackrock Muniholdings California Quality Fund, Inc.

Financial Services
-4.39K
- 10.8%
$10.55 - $11.6 $46.3K - $50.9K
36.2K $385K
PFE
Pfizer Inc

Healthcare
-1
- -0.0%
$24.8 - $30.19 $24.8 - $30.2
20.8K $551K
META
Meta Platforms, Inc.

Communication Services
-387
- 2.8%
$554.08 - $632.68 $214K - $245K
13.4K $7.86M
FEZ
Spdr Euro Stoxx 50 ETF

ETFs
-1
- 0.02%
$47.63 - $52.63 $47.6 - $52.6
4.77K $229K
SHV
Ishares Tr

ETFs
-91
- 0.67%
$109.92 - $110.57 $10K - $10.1K
13.5K $1.49M
IAU
Ishares Gold Trust

ETFs
-1
- -0.0%
$48.37 - $52.65 $48.4 - $52.7
52.3K $2.59M
IWM
Ishares Russell 2000 ETF

ETFs
-1
- 0.06%
$216.13 - $242.4 $216 - $242
1.75K $387K
IWV
Ishares Russell 3000 ETF

ETFs
-1
- 0.1%
$323.08 - $349.08 $323 - $349
1K $334K
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt
-1.09K
- 1.7%
N/A
63.2K $2.44M
BX
Blackstone Inc.

Financial Services
-300
- 5.81%
$148.45 - $199.05 $44.5K - $59.7K
4.86K $838K
AXP
American Express CO

Financial Services
-1
- 0.05%
$267.35 - $305.57 $267 - $306
2.06K $611K
SHOP
Shopify Inc.

Technology
-464
- 10.31%
$78.14 - $119.49 $36.3K - $55.4K
4.04K $429K
BA
Boeing CO

Industrials
-1
- 0.03%
$138.14 - $180.72 $138 - $181
3.12K $553K
VGT
Vanguard Information Technolog

ETFs
-1
- 0.04%
$571.78 - $647.97 $572 - $648
2.48K $1.55M
CIBR
First Tr Fd Ii Nasdaq Cybersec

ETFs
-1K
- 8.12%
$58.39 - $67.04 $58.4K - $67.1K
11.3K $718K
DIS
Walt Disney CO

Communication Services
-411
- 3.05%
$92.39 - $117.6 $38K - $48.3K
13.1K $1.46M
VTI
Vanguard Total Stock Market Et

ETFs
-171
- 0.48%
$280.04 - $302.45 $47.9K - $51.7K
35.7K $10.3M
NVDA
Nvidia Corp

Technology
-1
- -0.0%
$117.0 - $148.88 $117 - $149
31.5K $4.23M
PLTR
Palantir Technologies Inc.

Technology
-13.3K
- 31.43%
$36.46 - $82.38 $484K - $1.09M
29K $2.19M
QQQ
Invesco Qqq Trust, Series 1

ETFs
-121
- 0.4%
$481.22 - $538.17 $58.2K - $65.1K
30.5K $15.6M
Activity Summary
Buys All Purchases 100 New Holdings 31 Increased Positions 69 Sells All Sells 54 Reductions 54 Sold out 0 Options Calls 0 Puts 0
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