Lm Advisors LLC Sells in Q2 2025

Lm Advisors LLC

  • $777 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
ETN
Eaton Corp PLC

Industrials
-5.7K
- 66.51%
$246.52 - $356.99 $1.4M - $2.03M
2.87K $1.03M
MRK
Merck & Co., Inc.

Healthcare
-11.5K
- 42.85%
$73.47 - $87.12 $848K - $1.01M
15.4K $1.22M
JNJ
Johnson & Johnson

Healthcare
-5.45K
- 39.02%
$146.36 - $159.82 $798K - $872K
8.52K $1.3M
IBM
International Business Machines Corp

Technology
-4.23K
- 63.14%
$221.03 - $294.78 $935K - $1.25M
2.47K $728K
LLY
Eli Lilly & CO

Healthcare
-847
- 14.41%
$713.71 - $898.95 $605K - $761K
5.03K $3.92M
MCD
Mcdonalds Corp

Consumer Cyclical
-2.72K
- 59.25%
$285.55 - $321.23 $777K - $874K
1.87K $547K
ABT
Abbott Laboratories

Healthcare
-6.67K
- 67.59%
$123.95 - $138.08 $827K - $921K
3.2K $435K
PG
Procter & Gamble CO

Consumer Defensive
-4.72K
- 68.19%
$157.66 - $172.39 $744K - $814K
2.2K $351K
HD
Home Depot, Inc.

Consumer Cyclical
-2.21K
- 46.92%
$335.24 - $380.78 $742K - $843K
2.5K $918K
AMT
American Tower Corp

Real Estate
-3.69K
- 67.58%
$203.96 - $228.19 $752K - $842K
1.77K $391K
XLV
Select Sector Spdr Fund Health

ETFs
-1.99K
- 7.47%
$128.77 - $144.3 $257K - $287K
24.7K $3.33M
VHT
Vanguard Health Care ETF

ETFs
-12
- 0.04%
$236.71 - $261.92 $2.84K - $3.14K
33.1K $8.21M
BK
Bank Of New York Mellon Corp

Financial Services
-5.41K
- 60.84%
$73.31 - $91.62 $397K - $496K
3.48K $317K
Morgan Stanley Direct Lendin Com Shs
-15.9K
- 21.87%
N/A
56.8K $1.06M
TMO
Thermo Fisher Scientific Inc.

Healthcare
-261
- 9.25%
$390.26 - $489.06 $102K - $128K
2.56K $1.04M
MA
Mastercard Inc

Financial Services
-657
- 14.28%
$479.92 - $590.74 $315K - $388K
3.94K $2.22M
SPHD
Invesco ETF Tr Ii S&P 500 High

ETFs
-2.4K
- 4.13%
$44.37 - $50.04 $106K - $120K
55.6K $2.65M
PYPL
Pay Pal Holdings, Inc.

Financial Services
-5.04K
- 38.32%
$57.41 - $74.81 $289K - $377K
8.11K $602K
VNQ
Vanguard Specialized Funds Van

ETFs
-1.84K
- 4.29%
$79.79 - $91.42 $147K - $168K
41K $3.65M
ASML
Asml Holding Nv

Technology
-500
- 39.37%
$595.37 - $815.24 $298K - $408K
770 $617K
NAC
Nuveen California Quality Municipal Income Fund

Financial Services
-17.9K
- 5.3%
$10.51 - $11.34 $188K - $203K
320K $3.58M
RSP
Invesco S&P 500 Equal Weight E

ETFs
-3.92K
- 6.51%
$152.93 - $181.74 $600K - $713K
56.3K $10.2M
ESS
Essex Property Trust, Inc.

Real Estate
-59
- 0.85%
N/A
6.87K $1.95M
VZ
Verizon Communications Inc

Communication Services
-1.87K
- 6.88%
$41.67 - $45.62 $78K - $85.4K
25.3K $1.1M
Wells Fargo CO New Perp Pfd Cnv A
-25
- 0.72%
N/A
3.44K $4.04M
CVX
Chevron Corp

Energy
-28
- 0.62%
$133.73 - $168.51 $3.74K - $4.72K
4.48K $641K
XOM
Exxon Mobil Corp

Energy
-75
- 0.91%
$99.93 - $119.04 $7.49K - $8.93K
8.18K $882K
BXSL
Blackstone Secured Lending Fund

Financial Services
-1.2K
- 5.15%
$26.88 - $32.74 $32.3K - $39.3K
22.1K $679K
MUC
Blackrock Muniholdings California Quality Fund, Inc.

Financial Services
-4.91K
- 14.53%
$10.09 - $10.88 $49.5K - $53.4K
28.9K $299K
GOOGL
Alphabet Inc.

Communication Services
-7.17K
- 12.82%
$144.7 - $178.6 $1.04M - $1.28M
48.7K $8.59M
QCOM
Qualcomm Inc

Technology
-784
- 6.28%
$124.66 - $159.48 $97.7K - $125K
11.7K $1.86M
ELV
Elevance Health, Inc.

Healthcare
-5
- 0.5%
$372.27 - $452.69 $1.86K - $2.26K
1K $389K
IWD
Ishares Russell 1000 Val ETF

ETFs
-300
- 9.26%
$166.82 - $194.23 $50K - $58.3K
2.94K $571K
IBB
Ishares Biotechnology ETF

ETFs
-210
- 3.1%
$112.02 - $129.0 $23.5K - $27.1K
6.57K $831K
IHI
Ishares Tr Dow Jones Us Medica

ETFs
-3.18K
- 4.49%
$54.27 - $63.01 $173K - $201K
67.8K $4.25M
SPGI
S&P Global Inc.

Financial Services
-77
- 8.45%
$438.31 - $527.29 $33.7K - $40.6K
834 $440K
KO
Coca Cola CO

Consumer Defensive
-67
- 0.55%
$68.37 - $73.9 $4.58K - $4.95K
12K $852K
XBI
Spdr Ser Tr Spdr S&P Biotech E

ETFs
-353
- 3.82%
$69.8 - $85.28 $24.6K - $30.1K
8.88K $736K
NKE
Nike, Inc.

Consumer Cyclical
-758
- 13.77%
$53.27 - $72.04 $40.4K - $54.6K
4.75K $337K
PSX
Phillips 66

Energy
-12
- 0.69%
$92.87 - $125.73 $1.11K - $1.51K
1.74K $207K
IJH
Ishares Core S&P Mid Cap ETF

ETFs
-750
- 7.35%
$51.16 - $62.02 $38.4K - $46.5K
9.46K $586K
VXF
Vanguard Extended Market ETF

ETFs
-300
- 11.16%
$150.43 - $192.71 $45.1K - $57.8K
2.39K $460K
BSTZ
Black Rock Science & Technology Trust Ii

N/A
-8.51K
- 14.58%
$16.12 - $20.75 $137K - $177K
49.9K $1.04M
ADBE
Adobe Inc.

Technology
-8
- 0.6%
$340.0 - $420.68 $2.72K - $3.37K
1.33K $513K
IWM
Ishares Russell 2000 ETF

ETFs
-142
- 6.25%
$174.82 - $215.79 $24.8K - $30.6K
2.13K $460K
GM
General Motors CO

Consumer Cyclical
-22
- 0.51%
$42.48 - $50.46 $935 - $1.11K
4.29K $211K
BSX
Boston Scientific Corp

Healthcare
-27
- 0.99%
$89.7 - $107.41 $2.42K - $2.9K
2.7K $290K
XLF
Financial Sector Spdr

ETFs
-1.2K
- 3.42%
$43.92 - $52.37 $52.7K - $62.8K
33.9K $1.78M
FCX
Freeport Mcmoran Inc

Basic Materials
-20
- 0.33%
$29.15 - $44.46 $583 - $889
6.09K $264K
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
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