Lm Advisors LLC Portfolio Holdings

Lm Advisors LLC

  • $61.8 Billion
  • Q2 2024

Lm Advisors LLC has filed its 13F form on August 14, 2024 for Q2 2024 where it was disclosed a total value porftolio of $61.8 Billion distributed in 196 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Spdr S&P 500 ETF with a value of $39.3B, Advanced Micro Devic with a value of $3.08B, Salesforce Com with a value of $2.93B, Tesla Inc with a value of $1.75B, and Sba Communications Corp with a value of $1.65B.

Examining the 13F form we can see an increase of $61.2B in the current position value, from $630M to 61.8B.

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 $61.8 Billion
Healthcare: $815 Million
ETFs: $238 Million
Technology: $58 Million
Consumer Cyclical: $57.3 Million
Communication Services: $47 Million
Financial Services: $45.5 Million
Consumer Defensive: $10.6 Million
Real Estate: $5.92 Million
Other: $11 Million

Stock Holdings Table Market Cap. of Under $50 Millions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$4.01 Million 0.01% of portfolio
347,924
Q2 2024 Added 2.87%
$0
$4.03 Million 0.01% of portfolio
343,078
Q2 2024 Added 4.17%
$0
$657,000 0.0% of portfolio
60,815
Q2 2024 Added 0.82%
$0
$265,000 0.0% of portfolio
36,609
Q2 2024 Reduced 10.55%
$0
$208,000 0.0% of portfolio
14,877
Q2 2024 Reduced 11.59%
$0
$1.87 Million 0.0% of portfolio
162,710
Q2 2024 Reduced 0.93%
$0
$451,000 0.0% of portfolio
40,604
Q4 2023 New
$0
$2.78 Million 0.0% of portfolio
139,700
Q2 2024 Reduced 4.47%
$0
$883,000 0.0% of portfolio
71,529
Q2 2024 Reduced 2.0%

Summary

  • Portfolio
  • No. of Stocks 196
  • Current Value $61.8 Billion
  • Prior Value $630 Million
  • Filing
  • Period Q2 2024
  • Filing Date August 14, 2024
  • Form Type 13F-HR
  • Activity in Q2 2024
  • New Purchases 30 stocks
  • Additional Purchases 42 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 75 stocks
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