Lm Advisors LLC Purchases in Q2 2025

Lm Advisors LLC

  • $777 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
MSFT
Microsoft Corp

Technology
195K
+ 481.43%
$354.56 - $497.45 $69M - $96.8M
235K $117M
TSLA
Tesla, Inc.

Consumer Cyclical
204K
+ 1813.51%
$221.86 - $362.89 $45.3M - $74M
215K $68.4M
AAPL
Apple Inc.

Technology
201K
+ 196.41%
$172.42 - $223.89 $34.6M - $45M
303K $62.2M
AMZN
Amazon Com Inc

Consumer Cyclical
19.5K
+ 7.82%
$167.32 - $223.3 $3.26M - $4.34M
268K $58.8M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
754
+ 0.95%
$456.74 - $568.03 $344K - $428K
80.3K $45.6M
GOOG
Alphabet Inc.

Communication Services
7.71K
+ 5.69%
$146.58 - $180.01 $1.13M - $1.39M
143K $25.4M
META
Meta Platforms, Inc.

Communication Services
1.76K
+ 12.72%
$484.66 - $738.09 $854K - $1.3M
15.6K $11.5M
PLTR
Palantir Technologies Inc.

Technology
10.9K
+ 38.32%
$74.01 - $144.25 $805K - $1.57M
39.3K $5.35M
FJUN
First Tr Ex Trd Viii Cboe Vest

Technology
38.7K
+ 700.76%
$46.04 - $53.67 $1.78M - $2.08M
44.2K $2.37M
JPM
Jpmorgan Chase & CO

Financial Services
3.1K
+ 31.16%
$210.28 - $289.91 $652K - $899K
13.1K $3.78M
NFLX
Netflix Inc

Communication Services
728
+ 136.84%
$855.86 - $1339.13 $623K - $975K
1.26K $1.69M
VIG
Vanguard Dividend Appreciation

ETFs
449
+ 0.46%
N/A
97.2K $19.9M
VTI
Vanguard Total Stock Market Et

ETFs
26
+ 0.07%
$243.75 - $303.93 $6.34K - $7.9K
34.9K $10.6M
WMT
Walmart Inc.

Consumer Defensive
5.28K
+ 13.7%
$81.79 - $99.98 $432K - $528K
43.9K $4.29M
GS
Goldman Sachs Group Inc

Financial Services
58
+ 1.46%
$462.22 - $707.75 $26.8K - $41K
4.04K $2.86M
YSEP
First Tr ETF Fd Viii Cboe Vest

ETFs
12.7K
+ 6.49%
$21.49 - $24.4 $272K - $309K
208K $5.07M
AMD
Advanced Micro Devices Inc

Technology
1.68K
+ 20.2%
$78.21 - $143.81 $131K - $242K
10K $1.42M
SBAC
Sba Communications Corp

Real Estate
1.91K
+ 35.49%
$208.57 - $243.4 $399K - $466K
7.3K $1.72M
CRWD
Crowd Strike Holdings, Inc.

Technology
496
+ 34.42%
$321.63 - $509.31 $160K - $253K
1.94K $987K
KKR
Kkr & Co. Inc.

Financial Services
3.5K
New
$92.79 - $134.29 $325K - $470K
3.5K $466K
DGRW
Wisdomtree Tr Us Quality Divid

ETFs
4.32K
+ 22.67%
$71.28 - $83.74 $308K - $361K
23.3K $1.96M
FSEP
First Tr ETF Viii Cboe Vest Us

ETFs
9K
New
$41.22 - $48.01 $371K - $432K
9K $432K
MCK
Mckesson Corp

Healthcare
580
New
$652.83 - $732.78 $379K - $425K
580 $425K
C
Citigroup Inc

Financial Services
1.97K
+ 11.09%
$58.13 - $85.12 $114K - $167K
19.7K $1.68M
Blackrock Inc Com
278
+ 32.33%
N/A
1.14K $1.19M
MRNA
Moderna, Inc.

Healthcare
13.3K
New
$23.65 - $28.54 $314K - $379K
13.3K $366K
LQD
Ishares Iboxx $ Investment Gra

ETFs
3.29K
New
$105.23 - $109.61 $347K - $361K
3.29K $361K
DIS
Walt Disney CO

Communication Services
174
+ 1.34%
$81.72 - $124.01 $14.2K - $21.6K
13.2K $1.63M
DIA
Spdr Dow Jones Industrial Average ETF Trust

ETFs
99
+ 0.68%
$376.48 - $440.65 $37.3K - $43.6K
14.7K $6.47M
BX
Blackstone Inc.

Financial Services
1.78K
+ 29.17%
$120.07 - $151.11 $214K - $270K
7.9K $1.18M
AGG
Ishares Core U.S. Aggregate Bo

ETFs
3.27K
New
$96.84 - $99.46 $317K - $326K
3.27K $325K
IEFA
Ishares Tr

ETFs
1.15K
+ 4.21%
$67.83 - $84.09 $78.3K - $97K
28.6K $2.38M
V
Visa Inc.

Financial Services
751
+ 10.08%
$308.27 - $373.31 $232K - $280K
8.2K $2.91M
INFL
Listed Fds Tr Horizon Kinetics

ETFs
7.07K
New
$35.95 - $42.85 $254K - $303K
7.07K $298K
Ishares Ethereum Tr Shs
14.3K
New
N/A
14.3K $273K
Oddity Tech LTD Shs Cl A
3.57K
New
N/A
3.57K $270K
Ishares Bitcoin Trust ETF Shs Ben Int
1.14K
+ 8.39%
N/A
14.7K $897K
HTZ
Hertz Global Holdings, Inc

Industrials
36.6K
New
$3.65 - $8.65 $134K - $317K
36.6K $250K
PANW
Palo Alto Networks Inc

Technology
764
+ 33.85%
$152.44 - $204.64 $116K - $156K
3.02K $618K
RYE
Invesco Exchange Traded Fd Tr

ETFs
3.07K
New
N/A
3.07K $228K
DIVD
Ea Ser Tr
5.51K
+ 21.17%
N/A
31.5K $1.12M
ON
On Semiconductor Corp

Technology
4.19K
New
$31.95 - $54.21 $134K - $227K
4.19K $220K
CRM
Salesforce, Inc.

Technology
522
+ 2.97%
$236.26 - $291.15 $123K - $152K
18.1K $4.94M
WFC
Wells Fargo & Company

Financial Services
2.67K
New
$60.98 - $80.12 $163K - $214K
2.67K $214K
HLT
Hilton Worldwide Holdings Inc.

Consumer Cyclical
793
New
$201.28 - $266.34 $160K - $211K
793 $211K
EWJ
Ishares Msci Japan ETF

ETFs
179
+ 0.59%
$61.32 - $75.28 $11K - $13.5K
30.3K $2.27M
STWD
Starwood Property Trust, Inc.

Real Estate
10K
New
$17.28 - $20.41 $173K - $204K
10K $201K
MS
Morgan Stanley

Financial Services
365
+ 6.36%
$99.83 - $140.86 $36.4K - $51.4K
6.1K $860K
RECS
Columbia ETF Tr I

ETFs
1.01K
+ 2.56%
$29.4 - $36.79 $29.8K - $37.3K
40.6K $1.49M
Activity Summary
Buys All Purchases 65 New Holdings 15 Increased Positions 50 Sells All Sells 73 Reductions 73 Sold out 0 Options Calls 0 Puts 0
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