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 ETFs Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$40.9 Million 7.36% of portfolio
79,502
Q1 2025 Added 2.96%
$0
$35.3 Million 6.35% of portfolio
63,051
Q1 2025 Added 8.37%
$0
$33.7 Million 6.07% of portfolio
632,485
Q1 2025 Added 1.11%
$0
$18.8 Million 3.38% of portfolio
96,789
Q1 2025 Added 3.37%
$0
$15.8 Million 2.85% of portfolio
33,748
Q1 2025 Added 10.66%
$0
$10.4 Million 1.88% of portfolio
60,236
Q1 2025 Added 17.51%
$0
$9.59 Million 1.73% of portfolio
34,892
Q1 2025 Reduced 2.21%
$0
$8.76 Million 1.58% of portfolio
33,071
Q1 2025 Added 0.25%
$0
$6.13 Million 1.1% of portfolio
14,591
Q1 2025 Added 8.25%
$0
$5.85 Million 1.05% of portfolio
74,684
Q3 2024 Reduced 1.04%
$0
$4.44 Million 0.8% of portfolio
195,280
Q1 2025 Added 1.63%
$0
$4.27 Million 0.77% of portfolio
70,962
Q1 2025 Reduced 4.47%
$0
$3.88 Million 0.7% of portfolio
42,814
Q1 2025 Reduced 6.5%
$0
$3.89 Million 0.7% of portfolio
26,667
Q1 2025 Reduced 4.42%
$0
$3.75 Million 0.68% of portfolio
69,469
Q1 2025 Added 1.77%
$0
$3.63 Million 0.65% of portfolio
94,380
Q1 2025 Reduced 0.31%
$0
$3.21 Million 0.58% of portfolio
70,976
Q1 2025 Reduced 0.78%
$0
$2.98 Million 0.54% of portfolio
17,232
Q1 2025 Reduced 0.4%
$0
$2.91 Million 0.52% of portfolio
58,022
Q1 2025 Added 0.87%
$0
$2.41 Million 0.43% of portfolio
4,514
Q1 2025 Added 59.56%
$0
$2.27 Million 0.41% of portfolio
28,744
Q1 2025 Added 1.77%
$0
$2.07 Million 0.37% of portfolio
30,138
Q1 2025 Added 14.31%
$0
$2.07 Million 0.37% of portfolio
27,402
Q1 2025 Added 8.12%
$0
$1.75 Million 0.32% of portfolio
35,133
Q1 2025 Added 10.36%
$0
$1.55 Million 0.28% of portfolio
2,766
Q1 2025 Reduced 10.95%
$0
$1.5 Million 0.27% of portfolio
13,572
Q1 2025 Added 0.47%
$0
$1.52 Million 0.27% of portfolio
19,031
Q1 2025 Added 20.12%
$0
$1.43 Million 0.26% of portfolio
59,743
Q4 2024 Added 19.6%
$0
$1.4 Million 0.25% of portfolio
2,587
Q1 2025 Added 4.15%
$0
$1.31 Million 0.24% of portfolio
39,555
Q1 2025 Added 74.42%
$0
$1.03 Million 0.18% of portfolio
34,471
Q1 2025 Reduced 5.93%
$106B
$979,000 0.18% of portfolio
3,399
Q4 2024 Added 5.1%
$0
$922,000 0.17% of portfolio
27,514
Q1 2025 Added 29.91%
$0
$901,000 0.16% of portfolio
16,003
Q1 2025 Reduced 1.62%
$0
$867,000 0.16% of portfolio
6,779
Q1 2025 Reduced 2.02%
$0
$826,000 0.15% of portfolio
13,111
Q1 2025 Added 15.81%
$0
$828,000 0.15% of portfolio
2,294
Q1 2025 Added 25.29%
$0
$820,000 0.15% of portfolio
40,725
Q4 2024 Added 2.08%
$0
$698,000 0.13% of portfolio
28,494
Q1 2025 Reduced 15.32%
$0
$749,000 0.13% of portfolio
9,230
Q1 2025 Added 1.56%
$0
$699,000 0.13% of portfolio
6,000
Q4 2023 New
$0
$688,000 0.12% of portfolio
16,313
Q1 2025 Added 13.97%
$0
$595,000 0.11% of portfolio
10,205
Q1 2025 Added 7.93%
$0
$610,000 0.11% of portfolio
3,241
Q1 2025 Added 28.87%
$0
$615,000 0.11% of portfolio
4,015
Q1 2025 Added 0.8%
$0
$572,000 0.1% of portfolio
12,000
Q4 2023 New
$0
$554,000 0.1% of portfolio
11,155
Q4 2023 New
$0
$493,000 0.09% of portfolio
7,023
Q1 2025 Reduced 12.88%
$0
$463,000 0.08% of portfolio
2,689
Q3 2024 Reduced 5.65%

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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