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

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$2.31 Million 0.3% of portfolio
28,244
Q2 2025 Reduced 1.74%
$557B
$2.22 Million 0.29% of portfolio
3,943
Q2 2025 Reduced 14.28%
$0
$2.27 Million 0.29% of portfolio
30,317
Q2 2025 Added 0.59%
$0
$1.96 Million 0.25% of portfolio
23,346
Q2 2025 Added 22.67%
$17.7B
$1.95 Million 0.25% of portfolio
6,868
Q2 2025 Reduced 0.85%
$178B
$1.86 Million 0.24% of portfolio
11,692
Q2 2025 Reduced 6.28%
$0
$1.78 Million 0.23% of portfolio
33,933
Q2 2025 Reduced 3.42%
$0
$1.72 Million 0.22% of portfolio
2,587
Q1 2025 Added 4.15%
$0
$1.74 Million 0.22% of portfolio
164,844
Q1 2025 Reduced 3.32%
$20.7B
$1.72 Million 0.22% of portfolio
7,304
Q2 2025 Added 35.49%
$0
$1.7 Million 0.22% of portfolio
2,736
Q2 2025 Reduced 1.08%
$189B
$1.68 Million 0.22% of portfolio
19,701
Q2 2025 Added 11.09%
$562B
$1.69 Million 0.22% of portfolio
1,260
Q2 2025 Added 136.84%
$214B
$1.63 Million 0.21% of portfolio
13,161
Q2 2025 Added 1.34%
$0
$1.61 Million 0.21% of portfolio
2,844
Q2 2025 Reduced 37.0%
$0
$1.52 Million 0.2% of portfolio
59,743
Q4 2024 Added 19.6%
$0
$1.5 Million 0.19% of portfolio
13,572
Q1 2025 Added 0.47%
$252B
$1.42 Million 0.18% of portfolio
9,998
Q2 2025 Added 20.2%
$463B
$1.3 Million 0.17% of portfolio
8,522
Q2 2025 Reduced 39.02%
$214B
$1.22 Million 0.16% of portfolio
15,401
Q2 2025 Reduced 42.85%
Blackrock Inc Com
-
$1.19 Million 0.15% of portfolio
-
Q2 2025 Added 32.33%
First Tr Exchng Traded Fd Vi Ft Vest U.S Eqt
-
$1.18 Million 0.15% of portfolio
-
Q4 2024 Added 47.52%
$123B
$1.18 Million 0.15% of portfolio
7,899
Q2 2025 Added 29.17%
$115B
$1.12 Million 0.14% of portfolio
3,676
Q2 2025 Added 8.15%
$138B
$1.09 Million 0.14% of portfolio
15,628
Q2 2025 Added 13.92%
$183B
$1.1 Million 0.14% of portfolio
25,342
Q2 2025 Reduced 6.88%
Morgan Stanley Direct Lendin Com Shs
-
$1.06 Million 0.14% of portfolio
-
Q2 2025 Reduced 21.87%
-
$1.12 Million 0.14% of portfolio
-
Q2 2025 Added 21.17%
$325B
$1.02 Million 0.13% of portfolio
3,255
Q2 2025 Added 7.89%
$0
$1.04 Million 0.13% of portfolio
49,857
Q2 2025 Reduced 14.58%
$0
$991,000 0.13% of portfolio
13,111
Q1 2025 Added 15.81%
$139B
$1.03 Million 0.13% of portfolio
2,870
Q2 2025 Reduced 66.51%
$0
$1.01 Million 0.13% of portfolio
34,471
Q1 2025 Reduced 5.93%
$0
$974,000 0.13% of portfolio
2,294
Q1 2025 Added 25.29%
$91B
$987,000 0.13% of portfolio
1,937
Q2 2025 Added 34.42%
$189B
$1.04 Million 0.13% of portfolio
2,561
Q2 2025 Reduced 9.25%
$425B
$918,000 0.12% of portfolio
2,504
Q2 2025 Reduced 46.92%
$0
$971,000 0.12% of portfolio
27,514
Q1 2025 Added 29.91%
Ishares Bitcoin Trust ETF Shs Ben Int
-
$897,000 0.12% of portfolio
-
Q2 2025 Added 8.39%
$0
$850,000 0.11% of portfolio
6,000
Q4 2023 New
$293B
$852,000 0.11% of portfolio
12,041
Q2 2025 Reduced 0.55%
$36.7B
$856,000 0.11% of portfolio
14,864
Q2 2025 Added 25.11%
$461B
$882,000 0.11% of portfolio
8,184
Q2 2025 Reduced 0.91%
$0
$892,000 0.11% of portfolio
16,003
Q1 2025 Reduced 1.62%
$258B
$860,000 0.11% of portfolio
6,104
Q2 2025 Added 6.36%
$0
$819,000 0.11% of portfolio
40,725
Q4 2024 Added 2.08%
$0
$831,000 0.11% of portfolio
6,569
Q2 2025 Reduced 3.1%
$120B
$824,000 0.11% of portfolio
1,778
Q2 2025 Added 14.19%
$0
$757,000 0.1% of portfolio
4,015
Q1 2025 Added 0.8%

Summary

  • Portfolio
  • No. of Stocks 184
  • Current Value $777 Million
  • Prior Value $555 Million
  • Filing
  • Period Q2 2025
  • Filing Date August 14, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 15 stocks
  • Additional Purchases 50 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 73 stocks
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