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

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$210B
$2.17 Million 0.39% of portfolio
3,978
Q1 2025 Added 11.37%
$362B
$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%
$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%
$179B
$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
$0
$1.75 Million 0.32% of portfolio
35,133
Q1 2025 Added 10.36%
$377B
$1.73 Million 0.31% of portfolio
4,717
Q1 2025 Reduced 7.42%
$248B
$1.67 Million 0.3% of portfolio
6,699
Q1 2025 Reduced 19.85%
$11.3B
$1.62 Million 0.29% of portfolio
139,627
Q1 2025 Added 9.25%
$0
$1.55 Million 0.28% of portfolio
2,766
Q1 2025 Reduced 10.95%
$284B
$1.58 Million 0.28% of portfolio
3,017
Q1 2025 Reduced 39.09%
$0
$1.5 Million 0.27% of portfolio
13,572
Q1 2025 Added 0.47%
$138B
$1.52 Million 0.27% of portfolio
13,533
Q1 2025 Added 12.63%
$0
$1.43 Million 0.26% of portfolio
59,743
Q4 2024 Added 19.6%
$221B
$1.44 Million 0.26% of portfolio
4,594
Q1 2025 Reduced 8.65%
Morgan Stanley Direct Lendin Com Shs
-
$1.45 Million 0.26% of portfolio
-
Q1 2025 Added 236.06%
$0
$1.4 Million 0.25% of portfolio
2,587
Q1 2025 Added 4.15%
$162B
$1.4 Million 0.25% of portfolio
2,822
Q1 2025 Reduced 0.07%
$323B
$1.35 Million 0.24% of portfolio
10,219
Q1 2025 Added 1.39%
$0
$1.31 Million 0.24% of portfolio
39,555
Q1 2025 Added 74.42%
$235B
$1.31 Million 0.24% of portfolio
9,868
Q1 2025 Added 103.88%
$151B
$1.26 Million 0.23% of portfolio
17,734
Q1 2025 Added 6.31%
$216B
$1.28 Million 0.23% of portfolio
12,987
Q1 2025 Reduced 0.5%
$185B
$1.23 Million 0.22% of portfolio
27,214
Q1 2025 Reduced 3.93%
$68.8B
$1.24 Million 0.22% of portfolio
2,827
Q1 2025 New
$386B
$1.18 Million 0.21% of portfolio
6,925
Q1 2025 Reduced 6.72%
$99.9B
$1.19 Million 0.21% of portfolio
5,459
Q1 2025 Added 172.68%
$24.4B
$1.19 Million 0.21% of portfolio
5,391
Q1 2025 Added 0.06%
First Tr Exchng Traded Fd Vi Ft Vest U.S Eqt
-
$1.1 Million 0.2% of portfolio
-
Q4 2024 Added 47.52%
$26.9B
$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%
$19.8B
$1.01 Million 0.18% of portfolio
30,430
Q1 2025 New
$143B
$972,000 0.18% of portfolio
13,718
Q1 2025 Added 0.29%
$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%
$447B
$982,000 0.18% of portfolio
8,259
Q1 2025 Added 0.92%
$140B
$970,000 0.17% of portfolio
4,159
Q1 2025 New
$13.6B
$960,000 0.17% of portfolio
4,878
Q1 2025 New
$182B
$944,000 0.17% of portfolio
6,296
Q1 2025 Reduced 9.5%
$0
$922,000 0.17% of portfolio
27,514
Q1 2025 Added 29.91%
$55.1B
$889,000 0.16% of portfolio
1,836
Q1 2025 New
$0
$901,000 0.16% of portfolio
16,003
Q1 2025 Reduced 1.62%
$177B
$888,000 0.16% of portfolio
4,942
Q1 2025 Reduced 4.45%
$0
$867,000 0.16% of portfolio
6,779
Q1 2025 Reduced 2.02%
-
$900,000 0.16% of portfolio
-
Q1 2025 Added 22.82%
$313B
$867,000 0.16% of portfolio
12,108
Q1 2025 Added 0.56%

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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