Lm Advisors LLC Incresed Positions in Q3 2024

Lm Advisors LLC

  • $492 Million
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
META
Meta Platforms, Inc.

Communication Services
650
+ 4.94%
$453.41 - $572.44 $295K - $372K
13.8K $7.91M
RSP
Invesco S&P 500 Equal Weight E

ETFs
3.81K
+ 10.29%
$162.83 - $179.16 $620K - $682K
40.8K $6.99M
SBAC
Sba Communications Corp

Real Estate
1.49K
+ 14.43%
$189.0 - $245.01 $281K - $364K
11.8K $2.84M
NVDA
Nvidia Corp

Technology
6.73K
+ 27.21%
$98.91 - $134.91 $666K - $908K
31.5K $3.82M
VTI
Vanguard Total Stock Market Et

ETFs
53
+ 0.15%
$255.18 - $283.2 $13.5K - $15K
35.9K $10.2M
MA
Mastercard Inc

Financial Services
721
+ 17.46%
$429.6 - $500.99 $310K - $361K
4.85K $2.4M
ORCL
Oracle Corp

Technology
55
+ 0.32%
$125.9 - $170.35 $6.92K - $9.37K
17.2K $2.94M
TMO
Thermo Fisher Scientific Inc.

Healthcare
1
+ 0.03%
$531.86 - $624.21 $532 - $624
3.24K $2.01M
PANW
Palo Alto Networks Inc

Technology
465
+ 28.88%
$294.18 - $368.01 $137K - $171K
2.08K $709K
EWJ
Ishares Msci Japan ETF

ETFs
784
+ 3.12%
$63.12 - $72.99 $49.5K - $57.2K
25.9K $1.86M
MDY
Spdr S&P Midcap 400 ETF Trust

ETFs
46
+ 2.09%
$523.84 - $572.02 $24.1K - $26.3K
2.25K $1.28M
ITA
Ishares Tr

ETFs
140
+ 3.64%
$131.58 - $149.64 $18.4K - $20.9K
3.98K $596K
First Tr Exchng Traded Fd Vi Ft Vest U.S Eqt
2K
+ 25.0%
N/A
10K $367K
FMAR
First Tr Ex Tr Fd Viii Ft Cboe
740
+ 5.88%
$39.18 - $42.26 $29K - $31.3K
13.3K $563K
ABT
Abbott Laboratories

Healthcare
2
+ 0.04%
$100.07 - $118.13 $200 - $236
4.83K $551K
EL
Estee Lauder Companies Inc

Consumer Defensive
591
+ 18.65%
$84.18 - $106.5 $49.8K - $62.9K
3.76K $375K
BAC
Bank Of America Corp

Financial Services
1K
+ 2.04%
$36.65 - $44.13 $36.7K - $44.1K
49.9K $1.98M
Ishares Bitcoin Trust ETF Shs Ben Int
155
+ 1.18%
N/A
13.3K $481K
MRNA
Moderna, Inc.

Healthcare
500
+ 5.71%
$63.64 - $125.14 $31.8K - $62.6K
9.25K $618K
MSFT
Microsoft Corp

Technology
364
+ 1.01%
$395.15 - $467.56 $144K - $170K
36.5K $15.7M
Activity Summary
Buys All Purchases 35 New Holdings 14 Increased Positions 21 Sells All Sells 88 Reductions 88 Sold out 0 Options Calls 0 Puts 0
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