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
$736,000 0.09% of portfolio
8,877
Q2 2025 Reduced 3.82%
$0
$704,000 0.09% of portfolio
28,494
Q1 2025 Reduced 15.32%
$4.29B
$679,000 0.09% of portfolio
22,088
Q2 2025 Reduced 5.15%
$0
$731,000 0.09% of portfolio
16,313
Q1 2025 Added 13.97%
$253B
$728,000 0.09% of portfolio
2,469
Q2 2025 Reduced 63.14%
$301B
$641,000 0.08% of portfolio
4,479
Q2 2025 Reduced 0.62%
$108B
$645,000 0.08% of portfolio
247
Q2 2025 Added 2.92%
$129B
$615,000 0.08% of portfolio
2,935
Q2 2025 Reduced 0.27%
$407B
$617,000 0.08% of portfolio
770
Q2 2025 Reduced 39.37%
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt
-
$588,000 0.08% of portfolio
-
Q4 2023 New
$0
$586,000 0.08% of portfolio
9,455
Q2 2025 Reduced 7.35%
$0
$621,000 0.08% of portfolio
12,000
Q4 2023 New
$265B
$660,000 0.08% of portfolio
2,068
Q2 2025 Reduced 0.58%
$81B
$602,000 0.08% of portfolio
8,106
Q2 2025 Reduced 38.32%
$64.2B
$618,000 0.08% of portfolio
3,021
Q2 2025 Added 33.85%
$2.05B
$597,000 0.08% of portfolio
10,832
Q4 2023 New
$0
$572,000 0.07% of portfolio
7,378
Q2 2025 Added 5.05%
$166B
$513,000 0.07% of portfolio
1,327
Q2 2025 Reduced 0.6%
$0
$511,000 0.07% of portfolio
50,726
Q1 2025 Reduced 3.79%
$0
$571,000 0.07% of portfolio
2,941
Q2 2025 Reduced 9.26%
$0
$574,000 0.07% of portfolio
97,219
Q1 2025 Reduced 4.88%
$139B
$526,000 0.07% of portfolio
21,693
Q2 2025 Added 12.27%
$0
$547,000 0.07% of portfolio
11,155
Q4 2023 New
$226B
$547,000 0.07% of portfolio
1,872
Q2 2025 Reduced 59.25%
$0
$432,000 0.06% of portfolio
9,000
Q2 2025 New
$223B
$435,000 0.06% of portfolio
3,198
Q2 2025 Reduced 67.59%
$0
$460,000 0.06% of portfolio
2,389
Q2 2025 Reduced 11.16%
$254B
$446,000 0.06% of portfolio
3,052
Q2 2025 Reduced 0.78%
$0
$460,000 0.06% of portfolio
2,131
Q2 2025 Reduced 6.25%
$158B
$440,000 0.06% of portfolio
834
Q2 2025 Reduced 8.45%
$0
$502,000 0.06% of portfolio
20,000
Q1 2025 Reduced 73.4%
$106B
$466,000 0.06% of portfolio
3,500
Q2 2025 New
$196B
$467,000 0.06% of portfolio
4,045
Q2 2025 Added 2.22%
$10.8B
$366,000 0.05% of portfolio
13,274
Q2 2025 New
$113B
$425,000 0.05% of portfolio
580
Q2 2025 New
$359B
$351,000 0.05% of portfolio
2,203
Q2 2025 Reduced 68.19%
$89.6B
$391,000 0.05% of portfolio
1,770
Q2 2025 Reduced 67.58%
$116B
$410,000 0.05% of portfolio
3,903
Q2 2025 Added 41.06%
$0
$351,000 0.05% of portfolio
1,000
Q4 2024 Reduced 0.1%
$0
$361,000 0.05% of portfolio
3,294
Q2 2025 New
$83.9B
$389,000 0.05% of portfolio
1,000
Q2 2025 Reduced 0.5%
$0
$287,000 0.04% of portfolio
5,940
Q1 2025 Reduced 1.16%
$0
$286,000 0.04% of portfolio
4,000
Q4 2024 New
$0
$341,000 0.04% of portfolio
1,429
Q1 2025 Added 0.85%
$0
$323,000 0.04% of portfolio
3,748
Q1 2025 Added 18.31%
$0
$337,000 0.04% of portfolio
3,000
Q1 2024 Added 500.0%
$0
$299,000 0.04% of portfolio
28,862
Q2 2025 Reduced 14.53%
$0
$325,000 0.04% of portfolio
3,273
Q2 2025 New
$0
$299,000 0.04% of portfolio
4,684
Q4 2024 Added 11.63%

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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