Lm Advisors LLC Purchases in Q1 2025

Lm Advisors LLC

  • $555 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
ORCC
Owl Rock Capital Corp

Financial Services
120K
New
N/A
120K $1.76M
RSP
Invesco S&P 500 Equal Weight E

ETFs
8.98K
+ 17.51%
$169.43 - $182.84 $1.52M - $1.64M
60.2K $10.4M
ETN
Eaton Corp PLC

Industrials
5.92K
+ 223.11%
$271.83 - $371.23 $1.61M - $2.2M
8.57K $2.33M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
311
+ 2.16%
$442.66 - $534.52 $138K - $166K
14.7K $7.84M
MSI
Motorola Solutions, Inc.

Technology
2.83K
New
$411.73 - $482.1 $1.16M - $1.36M
2.83K $1.24M
SPY
Spdr S&P 500 ETF Trust

ETFs
4.87K
+ 8.37%
$551.42 - $612.93 $2.69M - $2.99M
63.1K $35.3M
FLEX
Flex Ltd.

Technology
30.4K
New
$32.92 - $44.46 $1M - $1.35M
30.4K $1.01M
Morgan Stanley Direct Lendin Com Shs
51.1K
+ 236.06%
N/A
72.8K $1.45M
LOW
Lowes Companies Inc

Consumer Cyclical
4.16K
New
$222.66 - $268.42 $926K - $1.12M
4.16K $970K
RGA
Reinsurance Group Of America Inc

Financial Services
4.88K
New
$186.01 - $231.1 $907K - $1.13M
4.88K $960K
AMP
Ameriprise Financial Inc

Financial Services
1.84K
New
$472.29 - $575.13 $867K - $1.06M
1.84K $889K
BKNG
Booking Holdings Inc.

Consumer Cyclical
181
New
$4295.4 - $5141.88 $777K - $931K
181 $832K
AMT
American Tower Corp

Real Estate
3.46K
+ 172.68%
$173.46 - $217.6 $600K - $752K
5.46K $1.19M
MDY
Spdr S&P Midcap 400 ETF Trust

ETFs
1.69K
+ 59.56%
$522.96 - $601.18 $881K - $1.01M
4.51K $2.41M
PNC
Pnc Financial Services Group, Inc.

Financial Services
4.42K
New
$168.84 - $202.89 $747K - $898K
4.42K $778K
ABT
Abbott Laboratories

Healthcare
5.03K
+ 103.88%
$111.1 - $140.22 $559K - $705K
9.87K $1.31M
CARR
Carrier Global Corp

Industrials
11.9K
New
$62.07 - $70.55 $737K - $838K
11.9K $753K
CL
Colgate Palmolive CO

Consumer Defensive
7.91K
New
$85.68 - $97.5 $677K - $771K
7.91K $741K
OC
Owens Corning

Industrials
5.09K
New
$137.83 - $191.19 $701K - $972K
5.09K $726K
IAU
Ishares Gold Trust

ETFs
3.8K
+ 7.25%
$49.74 - $58.96 $189K - $224K
56.1K $3.31M
CDNS
Cadence Design Systems Inc

Technology
2.75K
New
$233.96 - $324.52 $643K - $892K
2.75K $699K
AYI
Acuity Brands Inc

Industrials
2.53K
New
$257.8 - $337.07 $652K - $853K
2.53K $667K
NVDA
Nvidia Corp

Technology
13.7K
+ 43.43%
$106.98 - $149.43 $1.46M - $2.04M
45.1K $4.89M
A
Agilent Technologies, Inc.

Healthcare
5.61K
New
$116.69 - $152.6 $655K - $856K
5.61K $656K
OXY
Occidental Petroleum Corp

Energy
13K
New
$45.45 - $52.7 $591K - $686K
13K $642K
WDAY
Workday, Inc.

Technology
2.73K
New
$233.53 - $277.82 $638K - $759K
2.73K $638K
AMD
Advanced Micro Devices Inc

Technology
5.78K
+ 228.26%
$96.63 - $129.55 $559K - $749K
8.32K $855K
JNJ
Johnson & Johnson

Healthcare
1.73K
+ 14.14%
$142.06 - $167.7 $246K - $290K
14K $2.32M
ECL
Ecolab Inc.

Basic Materials
2.15K
New
$229.72 - $269.82 $495K - $581K
2.15K $546K
RECS
Columbia ETF Tr I

ETFs
16.9K
+ 74.42%
$32.64 - $36.08 $551K - $609K
39.6K $1.31M
ALL
Allstate Corp

Financial Services
2.49K
New
$180.99 - $210.18 $450K - $523K
2.49K $515K
BABA
Alibaba Group Holding LTD

Consumer Cyclical
140
+ 1.39%
$80.53 - $147.57 $11.3K - $20.7K
10.2K $1.35M
NICE
Nice Ltd.

Technology
3.07K
New
$139.18 - $178.5 $427K - $548K
3.07K $473K
ABBV
Abb Vie Inc.

Healthcare
2.17K
New
$169.2 - $216.66 $367K - $470K
2.17K $455K
BFB
Brown Forman Corp Cl B
13.4K
New
N/A
13.4K $454K
BK
Bank Of New York Mellon Corp

Financial Services
4.97K
+ 126.43%
$75.42 - $88.95 $374K - $442K
8.89K $746K
VIG
Vanguard Dividend Appreciation

ETFs
3.16K
+ 3.37%
N/A
96.8K $18.8M
NCLH
Norwegian Cruise Line Holdings Ltd.

Consumer Cyclical
23.1K
New
$18.53 - $29.07 $429K - $673K
23.1K $439K
ELV
Elevance Health, Inc.

Healthcare
1.01K
New
$365.9 - $436.25 $368K - $438K
1.01K $437K
NXPI
Nxp Semiconductors N.V.

Technology
2.24K
New
$189.99 - $245.86 $426K - $551K
2.24K $426K
MRK
Merck & Co., Inc.

Healthcare
6.9K
+ 34.43%
$83.01 - $101.02 $573K - $697K
26.9K $2.42M
GILD
Gilead Sciences, Inc.

Healthcare
1.52K
+ 12.63%
$89.14 - $117.41 $135K - $178K
13.5K $1.52M
VHT
Vanguard Health Care ETF

ETFs
81
+ 0.25%
$254.06 - $273.83 $20.6K - $22.2K
33.1K $8.76M
DIA
Spdr Dow Jones Industrial Average ETF Trust

ETFs
1.11K
+ 8.25%
$408.78 - $448.82 $455K - $499K
14.6K $6.13M
ACGL
Arch Capital Group Ltd.

Financial Services
3.82K
New
$88.13 - $96.94 $336K - $370K
3.82K $367K
BND
Vanguard Bd Index Fd Inc Total

ETFs
4.34K
New
$71.17 - $73.66 $309K - $320K
4.34K $319K
WMT
Walmart Inc.

Consumer Defensive
4.56K
+ 13.41%
$84.5 - $105.05 $385K - $479K
38.6K $3.39M
VEA
Vanguard Ftse Developed Market

ETFs
5.9K
New
$47.4 - $52.99 $280K - $313K
5.9K $300K
EWJ
Ishares Msci Japan ETF

ETFs
3.77K
+ 14.31%
$65.24 - $71.7 $246K - $271K
30.1K $2.07M
Activity Summary
Buys All Purchases 134 New Holdings 36 Increased Positions 98 Sells All Sells 55 Reductions 55 Sold out 0 Options Calls 0 Puts 0
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