Lm Advisors LLC Portfolio Holdings

Lm Advisors LLC

  • $555 Million
  • Q1 2025

Lm Advisors LLC has filed its 13F form on May 13, 2025 for Q1 2025 where it was disclosed a total value porftolio of $555 Million distributed in 215 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Amazon Com Inc with a value of $47.3M, Vanguard Index Fds S&P 500 ETF with a value of $40.9M, Spdr S&P 500 ETF Trust with a value of $35.3M, Invesco Exchange Traded Self I with a value of $33.7M, and Apple Inc. with a value of $22.7M.

Examining the 13F form we can see an decrease of $3.51M in the current position value, from $559M to 555M.

Lm Advisors LLC is based out at San Diego, CA

Below you can find more details about Lm Advisors LLC portfolio as well as his latest detailed transactions.

Portfolio value $555 Million
ETFs: $260 Million
Technology: $68.8 Million
Consumer Cyclical: $59.4 Million
Financial Services: $52.7 Million
Communication Services: $40.8 Million
Healthcare: $18.6 Million
Consumer Defensive: $12.4 Million
Industrials: $10.8 Million
Other: $12.2 Million

Stock Holdings Table Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$2.32T
$47.3 Million 8.52% of portfolio
248,683
Q1 2025 Added 2.1%
$3.45T
$22.7 Million 4.09% of portfolio
102,258
Q1 2025 Added 5.2%
$1.17T
$21.2 Million 3.81% of portfolio
135,379
Q1 2025 Added 0.59%
$3.77T
$15.2 Million 2.73% of portfolio
40,432
Q1 2025 Added 10.16%
$1.14T
$8.65 Million 1.56% of portfolio
55,903
Q1 2025 Added 13.69%
$1.58T
$7.98 Million 1.44% of portfolio
13,851
Q1 2025 Added 3.13%
$429B
$7.98 Million 1.44% of portfolio
10
Q4 2024 Reduced 9.09%
$622B
$7.84 Million 1.41% of portfolio
14,721
Q1 2025 Added 2.16%
$416B
$4.89 Million 0.88% of portfolio
45,124
Q1 2025 Added 43.43%
$738B
$4.86 Million 0.87% of portfolio
5,878
Q1 2025 Reduced 4.24%
$264B
$4.72 Million 0.85% of portfolio
17,585
Q1 2025 Added 1.19%
$417B
$4.56 Million 0.82% of portfolio
4,820
Q1 2025 Reduced 0.35%
-
$4.34 Million 0.78% of portfolio
-
Q1 2025 Added 1.47%
$0
$3.8 Million 0.68% of portfolio
337,913
Q1 2025 Reduced 0.21%
$0
$3.55 Million 0.64% of portfolio
308,249
Q1 2025 Reduced 1.91%
$260B
$3.39 Million 0.61% of portfolio
38,581
Q1 2025 Added 13.41%
$1.05T
$2.92 Million 0.52% of portfolio
11,249
Q1 2025 Added 23.52%
$575B
$2.61 Million 0.47% of portfolio
7,448
Q1 2025 Added 0.66%
$533B
$2.52 Million 0.45% of portfolio
4,600
Q1 2025 Added 50.67%
$207B
$2.42 Million 0.44% of portfolio
26,948
Q1 2025 Added 34.43%
$855B
$2.44 Million 0.44% of portfolio
9,951
Q1 2025 Added 0.49%
$293B
$2.4 Million 0.43% of portfolio
28,382
Q1 2025 Reduced 1.99%
$148B
$2.33 Million 0.42% of portfolio
8,569
Q1 2025 Added 223.11%
$439B
$2.32 Million 0.42% of portfolio
13,976
Q1 2025 Added 14.14%
$642B
$2.31 Million 0.42% of portfolio
16,497
Q1 2025 Reduced 4.53%
$239B
$2.17 Million 0.39% of portfolio
3,978
Q1 2025 Added 11.37%
$383B
$2.15 Million 0.39% of portfolio
51,425
Q1 2025 Reduced 0.96%
$17.7B
$2.12 Million 0.38% of portfolio
6,927
Q1 2025 Reduced 10.52%
$177B
$1.92 Million 0.34% of portfolio
12,476
Q1 2025 Added 0.18%
$0
$1.78 Million 0.32% of portfolio
164,844
Q1 2025 Reduced 3.32%
$5.27B
$1.76 Million 0.32% of portfolio
120,161
Q1 2025 New
$380B
$1.73 Million 0.31% of portfolio
4,717
Q1 2025 Reduced 7.42%
$253B
$1.67 Million 0.3% of portfolio
6,699
Q1 2025 Reduced 19.85%
$16.8B
$1.62 Million 0.29% of portfolio
139,627
Q1 2025 Added 9.25%
$267B
$1.58 Million 0.28% of portfolio
3,017
Q1 2025 Reduced 39.09%
$138B
$1.52 Million 0.27% of portfolio
13,533
Q1 2025 Added 12.63%
$220B
$1.44 Million 0.26% of portfolio
4,594
Q1 2025 Reduced 8.65%
$168B
$1.4 Million 0.25% of portfolio
2,822
Q1 2025 Reduced 0.07%
$320B
$1.35 Million 0.24% of portfolio
10,219
Q1 2025 Added 1.39%
$220B
$1.31 Million 0.24% of portfolio
9,868
Q1 2025 Added 103.88%
$182B
$1.26 Million 0.23% of portfolio
17,734
Q1 2025 Added 6.31%
$221B
$1.28 Million 0.23% of portfolio
12,987
Q1 2025 Reduced 0.5%
$180B
$1.23 Million 0.22% of portfolio
27,214
Q1 2025 Reduced 3.93%
$70.3B
$1.24 Million 0.22% of portfolio
2,827
Q1 2025 New
$375B
$1.18 Million 0.21% of portfolio
6,925
Q1 2025 Reduced 6.72%
$108B
$1.19 Million 0.21% of portfolio
5,459
Q1 2025 Added 172.68%
$25.8B
$1.19 Million 0.21% of portfolio
5,391
Q1 2025 Added 0.06%
$25.6B
$1.09 Million 0.2% of portfolio
5,223
Q1 2025 Reduced 13.91%
$0
$1.04 Million 0.19% of portfolio
58,366
Q1 2025 Reduced 18.0%

Summary

  • Portfolio
  • No. of Stocks 215
  • Current Value $555 Million
  • Prior Value $559 Million
  • Filing
  • Period Q1 2025
  • Filing Date May 13, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 36 stocks
  • Additional Purchases 98 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 55 stocks
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