Lm Advisors LLC Portfolio Holdings

Lm Advisors LLC

  • $572 Million
  • Q4 2024

Lm Advisors LLC has filed its 13F form on February 12, 2025 for Q4 2024 where it was disclosed a total value porftolio of $572 Million distributed in 187 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Amazon Com Inc with a value of $53.4M, Vanguard Index Fds S&P 500 ETF with a value of $41.6M, Spdr S&P 500 ETF Trust with a value of $34.2M, Invesco Exchange Traded Self I with a value of $33.9M, and Alphabet Inc. with a value of $25.6M.

Examining the 13F form we can see an increase of $79.9M in the current position value, from $492M to 572M.

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 $572 Million
ETFs: $254 Million
Technology: $67.2 Million
Consumer Cyclical: $64 Million
Communication Services: $45.9 Million
Financial Services: $44.5 Million
Healthcare: $28.7 Million
Consumer Defensive: $11.2 Million
Industrials: $7.88 Million
Other: $9.67 Million

Stock Holdings Table Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$1.98T
$53.4 Million 9.34% of portfolio
243,567
Q4 2024 Added 0.51%
$1.02T
$25.6 Million 4.48% of portfolio
134,579
Q4 2024 Reduced 1.04%
$3.66T
$24.3 Million 4.26% of portfolio
97,203
Q4 2024 Reduced 8.81%
$2.83T
$15.5 Million 2.71% of portfolio
36,704
Q4 2024 Added 0.59%
$890M
$12.9 Million 2.26% of portfolio
2,206,443
Q4 2024 New
$1.04T
$9.31 Million 1.63% of portfolio
49,172
Q4 2024 Reduced 1.48%
$1.41T
$7.86 Million 1.38% of portfolio
13,430
Q4 2024 Reduced 2.8%
$447B
$6.81 Million 1.19% of portfolio
10
Q4 2024 Reduced 9.09%
$641B
$6.53 Million 1.14% of portfolio
14,410
Q4 2024 Added 0.62%
$273B
$5.82 Million 1.02% of portfolio
17,378
Q4 2024 Added 13.04%
$788B
$4.74 Million 0.83% of portfolio
6,138
Q4 2024 Added 25.68%
$414B
$4.43 Million 0.78% of portfolio
4,837
Q4 2024 Added 183.2%
-
$4.36 Million 0.76% of portfolio
-
Q4 2024 Added 9.24%
$267B
$4.23 Million 0.74% of portfolio
31,461
Q4 2024 Reduced -0.0%
$0
$3.82 Million 0.67% of portfolio
338,613
Q4 2024 Added 1.2%
$0
$3.66 Million 0.64% of portfolio
314,255
Q4 2024 Reduced 3.32%
$74.7B
$3.31 Million 0.58% of portfolio
14,277
Q4 2024 New
$238B
$3.08 Million 0.54% of portfolio
34,020
Q4 2024 Reduced 23.66%
$401B
$2.88 Million 0.5% of portfolio
17,280
Q4 2024 Added 0.28%
$449B
$2.51 Million 0.44% of portfolio
4,953
Q4 2024 Added 10.36%
$681B
$2.37 Million 0.42% of portfolio
9,902
Q4 2024 Reduced 34.65%
$558B
$2.34 Million 0.41% of portfolio
7,399
Q4 2024 Reduced 20.11%
$320B
$2.28 Million 0.4% of portfolio
51,922
Q4 2024 Added 3.97%
$17.7B
$2.21 Million 0.39% of portfolio
7,741
Q4 2024 Reduced 1.59%
$150B
$2.19 Million 0.38% of portfolio
28,958
Q4 2024 Reduced 31.43%
$181B
$2.05 Million 0.36% of portfolio
3,572
Q4 2024 Added 5.9%
$241B
$2.01 Million 0.35% of portfolio
20,046
Q4 2024 Added 63.63%
$384B
$1.98 Million 0.35% of portfolio
5,095
Q4 2024 Added 111.59%
$8.94B
$1.97 Million 0.34% of portfolio
127,805
Q4 2024 Reduced 3.55%
$174B
$1.91 Million 0.33% of portfolio
12,453
Q4 2024 Added 16.36%
$0
$1.85 Million 0.32% of portfolio
170,496
Q4 2024 Added 7.75%
$230B
$1.84 Million 0.32% of portfolio
8,358
Q4 2024 Added 231.67%
$438B
$1.77 Million 0.31% of portfolio
12,245
Q4 2024 Added 54.34%
$512B
$1.61 Million 0.28% of portfolio
3,053
Q4 2024 Reduced 37.05%
$206B
$1.47 Million 0.26% of portfolio
2,824
Q4 2024 Reduced 12.89%
$188B
$1.46 Million 0.26% of portfolio
13,052
Q4 2024 Reduced 3.05%
$0
$1.47 Million 0.26% of portfolio
71,174
Q4 2024 Reduced 22.8%
$233B
$1.46 Million 0.25% of portfolio
5,029
Q4 2024 Added 148.96%
$418B
$1.25 Million 0.22% of portfolio
7,424
Q4 2024 Added 236.84%
$78.8B
$1.26 Million 0.22% of portfolio
14,705
Q4 2024 Added 27.37%
$66.1B
$1.19 Million 0.21% of portfolio
9,617
Q4 2024 New
$131B
$1.17 Million 0.21% of portfolio
16,681
Q4 2024 Added 15.12%
$23.9B
$1.13 Million 0.2% of portfolio
6,067
Q4 2024 New
$195B
$1.13 Million 0.2% of portfolio
28,326
Q4 2024 Reduced 9.41%
$215B
$1.07 Million 0.19% of portfolio
6,957
Q4 2024 Added 240.53%
$24.3B
$1.1 Million 0.19% of portfolio
5,388
Q4 2024 Reduced 54.25%
$147B
$1.11 Million 0.19% of portfolio
12,015
Q4 2024 New
$38.4B
$1.02 Million 0.18% of portfolio
9,549
Q4 2024 New
$126B
$981,000 0.17% of portfolio
3,334
Q4 2024 New

Summary

  • Portfolio
  • No. of Stocks 187
  • Current Value $572 Million
  • Prior Value $492 Million
  • Filing
  • Period Q4 2024
  • Filing Date February 12, 2025
  • Form Type 13F-HR
  • Activity in Q4 2024
  • New Purchases 31 stocks
  • Additional Purchases 69 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 54 stocks
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