Lm Advisors LLC Portfolio Holdings

Lm Advisors LLC

  • $777 Million
  • Q2 2025

Lm Advisors LLC has filed its 13F form on August 14, 2025 for Q2 2025 where it was disclosed a total value porftolio of $777 Million distributed in 184 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Microsoft Corp with a value of $117M, Tesla, Inc. with a value of $68.4M, Apple Inc. with a value of $62.2M, Amazon Com Inc with a value of $58.8M, and Vanguard Index Fds S&P 500 ETF with a value of $45.6M.

Examining the 13F form we can see an increase of $222M in the current position value, from $555M to 777M.

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 $777 Million
ETFs: $276 Million
Technology: $210 Million
Consumer Cyclical: $130 Million
Financial Services: $51.7 Million
Communication Services: $49.9 Million
Healthcare: $10.9 Million
Consumer Defensive: $10.8 Million
Real Estate: $5.52 Million
Other: $7.75 Million

Stock Holdings Table Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$261B
$860,000 0.11% of portfolio
6,104
Q2 2025 Added 6.36%
$122B
$824,000 0.11% of portfolio
1,778
Q2 2025 Added 14.19%
$4.79B
$679,000 0.09% of portfolio
22,088
Q2 2025 Reduced 5.15%
$230B
$728,000 0.09% of portfolio
2,469
Q2 2025 Reduced 63.14%
$309B
$641,000 0.08% of portfolio
4,479
Q2 2025 Reduced 0.62%
$119B
$645,000 0.08% of portfolio
247
Q2 2025 Added 2.92%
$136B
$615,000 0.08% of portfolio
2,935
Q2 2025 Reduced 0.27%
$315B
$617,000 0.08% of portfolio
770
Q2 2025 Reduced 39.37%
$242B
$660,000 0.08% of portfolio
2,068
Q2 2025 Reduced 0.58%
$75.9B
$602,000 0.08% of portfolio
8,106
Q2 2025 Reduced 38.32%
$59B
$618,000 0.08% of portfolio
3,021
Q2 2025 Added 33.85%
$2.27B
$597,000 0.08% of portfolio
10,832
Q4 2023 New
$41.8B
$596,000 0.08% of portfolio
6,044
Q2 2025 Added 22.37%
$163B
$513,000 0.07% of portfolio
1,327
Q2 2025 Reduced 0.6%
$0
$511,000 0.07% of portfolio
50,726
Q1 2025 Reduced 3.79%
$0
$574,000 0.07% of portfolio
97,219
Q1 2025 Reduced 4.88%
$225B
$547,000 0.07% of portfolio
1,872
Q2 2025 Reduced 59.25%
$227B
$435,000 0.06% of portfolio
3,198
Q2 2025 Reduced 67.59%
$228B
$446,000 0.06% of portfolio
3,052
Q2 2025 Reduced 0.78%
$176B
$440,000 0.06% of portfolio
834
Q2 2025 Reduced 8.45%
$118B
$466,000 0.06% of portfolio
3,500
Q2 2025 New
$171B
$467,000 0.06% of portfolio
4,045
Q2 2025 Added 2.22%
$9.51B
$366,000 0.05% of portfolio
13,274
Q2 2025 New
$102B
$425,000 0.05% of portfolio
580
Q2 2025 New
$373B
$351,000 0.05% of portfolio
2,203
Q2 2025 Reduced 68.19%
$90.2B
$391,000 0.05% of portfolio
1,770
Q2 2025 Reduced 67.58%
$102B
$410,000 0.05% of portfolio
3,903
Q2 2025 Added 41.06%
$75.6B
$389,000 0.05% of portfolio
1,000
Q2 2025 Reduced 0.5%
$0
$299,000 0.04% of portfolio
28,862
Q2 2025 Reduced 14.53%
$24.7B
$332,000 0.04% of portfolio
1,500
Q2 2024 New
$151B
$290,000 0.04% of portfolio
2,700
Q2 2025 Reduced 0.99%
$84.1B
$317,000 0.04% of portfolio
3,482
Q2 2025 Reduced 60.84%
$93.5B
$337,000 0.04% of portfolio
4,748
Q2 2025 Reduced 13.77%
$132B
$340,000 0.04% of portfolio
380
Q2 2025 Reduced 0.78%
$310B
$243,000 0.03% of portfolio
945
Q2 2025 Reduced 5.78%
$41.1B
$248,000 0.03% of portfolio
2,330
Q2 2025 Reduced 0.21%
$21.1B
$220,000 0.03% of portfolio
4,190
Q2 2025 New
$6.37B
$201,000 0.03% of portfolio
9,999
Q2 2025 New
$120B
$237,000 0.03% of portfolio
2,646
Q4 2024 New
$305B
$214,000 0.03% of portfolio
2,667
Q2 2025 New
$187B
$263,000 0.03% of portfolio
255
Q2 2025 Reduced 1.54%
$81.5B
$211,000 0.03% of portfolio
4,286
Q2 2025 Reduced 0.51%
$2.03B
$250,000 0.03% of portfolio
36,627
Q2 2025 New
$6.6B
$270,000 0.03% of portfolio
3,000
Q2 2025 Added 1,392.54%
$63.2B
$207,000 0.03% of portfolio
1,737
Q2 2025 Reduced 0.69%
$74.4B
$211,000 0.03% of portfolio
793
Q2 2025 New
$1.35T
$258,000 0.03% of portfolio
1,139
Q2 2025 Reduced 10.6%
$64.1B
$264,000 0.03% of portfolio
6,090
Q2 2025 Reduced 0.33%

Summary

  • Portfolio
  • No. of Stocks 184
  • Current Value $777 Million
  • Prior Value $555 Million
  • Filing
  • Period Q2 2025
  • Filing Date August 14, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 15 stocks
  • Additional Purchases 50 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 73 stocks
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