Lm Advisors LLC Incresed Positions in Q1 2025

Lm Advisors LLC

  • $555 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
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
SPY
Spdr S&P 500 ETF Trust

ETFs
4.87K
+ 8.37%
$551.42 - $612.93 $2.69M - $2.99M
63.1K $35.3M
Morgan Stanley Direct Lendin Com Shs
51.1K
+ 236.06%
N/A
72.8K $1.45M
MA
Mastercard Inc

Financial Services
1.55K
+ 50.67%
$504.67 - $576.31 $781K - $892K
4.6K $2.52M
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
ABT
Abbott Laboratories

Healthcare
5.03K
+ 103.88%
$111.1 - $140.22 $559K - $705K
9.87K $1.31M
IAU
Ishares Gold Trust

ETFs
3.8K
+ 7.25%
$49.74 - $58.96 $189K - $224K
56.1K $3.31M
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
RECS
Columbia ETF Tr I

ETFs
16.9K
+ 74.42%
$32.64 - $36.08 $551K - $609K
39.6K $1.31M
BABA
Alibaba Group Holding LTD

Consumer Cyclical
140
+ 1.39%
$80.53 - $147.57 $11.3K - $20.7K
10.2K $1.35M
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
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
WMT
Walmart Inc.

Consumer Defensive
4.56K
+ 13.41%
$84.5 - $105.05 $385K - $479K
38.6K $3.39M
EWJ
Ishares Msci Japan ETF

ETFs
3.77K
+ 14.31%
$65.24 - $71.7 $246K - $271K
30.1K $2.07M
IEFA
Ishares Tr

ETFs
2.06K
+ 8.12%
$69.57 - $78.65 $143K - $162K
27.4K $2.07M
BKR
Baker Hughes CO

Energy
5.91K
+ 67.55%
$41.16 - $48.85 $243K - $289K
14.7K $644K
V
Visa Inc.

Financial Services
49
+ 0.66%
$306.92 - $362.71 $15K - $17.8K
7.45K $2.61M
YSEP
First Tr ETF Fd Viii Cboe Vest

ETFs
3.14K
+ 1.63%
$21.67 - $23.21 $68K - $72.8K
195K $4.44M
DGRW
Wisdomtree Tr Us Quality Divid

ETFs
3.19K
+ 20.12%
$78.0 - $84.37 $249K - $269K
19K $1.52M
QQQ
Invesco Qqq Trust, Series 1

ETFs
3.25K
+ 10.66%
$468.34 - $539.52 $1.52M - $1.75M
33.7K $15.8M
DIVD
Ea Ser Tr
4.83K
+ 22.82%
N/A
26K $900K
XLF
Financial Sector Spdr

ETFs
3.3K
+ 10.36%
$47.32 - $52.19 $156K - $172K
35.1K $1.75M
AMGN
Amgen Inc

Healthcare
226
+ 9.19%
$258.59 - $327.36 $58.4K - $74K
2.69K $837K
IEMG
Ishares Inc

ETFs
1.21K
+ 1.77%
N/A
69.5K $3.75M
SDVY
First Tr ETF Vi Smid Cap Risin

ETFs
6.33K
+ 29.91%
$32.49 - $37.99 $206K - $241K
27.5K $922K
IWD
Ishares Russell 1000 Val ETF

ETFs
726
+ 28.87%
$182.82 - $196.21 $133K - $142K
3.24K $610K
SPHD
Invesco ETF Tr Ii S&P 500 High

ETFs
500
+ 0.87%
$47.08 - $50.67 $23.5K - $25.3K
58K $2.91M
GS
Goldman Sachs Group Inc

Financial Services
406
+ 11.37%
$524.81 - $672.19 $213K - $273K
3.98K $2.17M
XLU
Utilities Sector Spdr

ETFs
500
+ 1.77%
$74.7 - $80.27 $37.4K - $40.1K
28.7K $2.27M
META
Meta Platforms, Inc.

Communication Services
421
+ 3.13%
$576.36 - $736.67 $243K - $310K
13.9K $7.98M
KO
Coca Cola CO

Consumer Defensive
67
+ 0.56%
$60.81 - $72.32 $4.07K - $4.85K
12.1K $867K
CIBR
First Tr Fd Ii Nasdaq Cybersec

ETFs
1.79K
+ 15.81%
$62.72 - $71.92 $112K - $129K
13.1K $826K
CVX
Chevron Corp

Energy
28
+ 0.63%
$146.71 - $167.97 $4.11K - $4.7K
4.51K $754K
XOM
Exxon Mobil Corp

Energy
75
+ 0.92%
$105.44 - $118.93 $7.91K - $8.92K
8.26K $982K
IWF
Ishares Russell 1000 Gr ETF

ETFs
463
+ 25.29%
$360.07 - $417.26 $167K - $193K
2.29K $828K
ASML
Asml Holding Nv

Technology
187
+ 17.27%
$662.63 - $776.99 $124K - $145K
1.27K $842K
SBAC
Sba Communications Corp

Real Estate
3
+ 0.06%
$192.76 - $224.91 $578 - $675
5.39K $1.19M
ADBE
Adobe Inc.

Technology
375
+ 39.06%
$377.84 - $464.11 $142K - $174K
1.34K $512K
C
Citigroup Inc

Financial Services
1.05K
+ 6.31%
$67.23 - $84.63 $70.8K - $89.1K
17.7K $1.26M
BBJP
Jp Morgan ETF Trust Betabuilde

ETFs
1.18K
+ 28.88%
$53.35 - $58.68 $62.7K - $68.9K
5.24K $294K
IXJ
Ishares Global Healthcare ETF

ETFs
580
+ 18.31%
$86.01 - $94.19 $49.9K - $54.6K
3.75K $342K
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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