Lm Advisors LLC Portfolio Holdings
Lm Advisors LLC
- $777 Million
- Q2 2025
Lm Advisors LLC has filed its 13F form on August 14, 2025 for Q2 2025 where it was disclosed a total value porftolio of $777 Million distributed in 184 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Microsoft Corp with a value of $117M, Tesla, Inc. with a value of $68.4M, Apple Inc. with a value of $62.2M, Amazon Com Inc with a value of $58.8M, and Vanguard Index Fds S&P 500 ETF with a value of $45.6M.
Examining the 13F form we can see an increase of $222M in the current position value, from $555M to 777M.
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
$777 Million
ETFs: $276 Million
Technology: $210 Million
Consumer Cyclical: $130 Million
Financial Services: $51.7 Million
Communication Services: $49.9 Million
Healthcare: $10.9 Million
Consumer Defensive: $10.8 Million
Real Estate: $5.52 Million
Other: $7.75 Million