Lm Advisors LLC has filed its 13F form on May 15, 2024 for Q1 2024 where it was disclosed a total value porftolio of $630 Million distributed in 246 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Vanguard Index Fds S&P 500 ETF with a value of $59.2M, Amazon Com Inc with a value of $51.2M, Invesco Exchange Traded Self I with a value of $35.2M, Spdr S&P 500 ETF Trust with a value of $31.9M, and Apple Inc. with a value of $27.7M.
Examining the 13F form we can see an decrease of $497B in the current position value, from $497B to 630M.
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
$630 Million
ETFs: $274 Million
Technology: $71.3 Million
Financial Services: $63.9 Million
Consumer Cyclical: $58.1 Million
Communication Services: $43 Million
Healthcare: $15.6 Million
Consumer Defensive: $12.8 Million
Industrials: $5.28 Million
Other: $13.5 Million
Stock Holdings Table Market Cap. of $200 Billions or more