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

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$191B
$2.05 Million 0.36% of portfolio
3,572
Q4 2024 Added 5.9%
$0
$2.05 Million 0.36% of portfolio
75,200
Q4 2024 Added 667.35%
$222B
$2.01 Million 0.35% of portfolio
20,046
Q4 2024 Added 63.63%
$371B
$1.98 Million 0.35% of portfolio
5,095
Q4 2024 Added 111.59%
$9.76B
$1.97 Million 0.34% of portfolio
127,805
Q4 2024 Reduced 3.55%
$177B
$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%
$221B
$1.84 Million 0.32% of portfolio
8,358
Q4 2024 Added 231.67%
$0
$1.83 Million 0.32% of portfolio
3,106
Q4 2024 Added 2.58%
$427B
$1.77 Million 0.31% of portfolio
12,245
Q4 2024 Added 54.34%
$0
$1.77 Million 0.31% of portfolio
26,365
Q4 2024 Added 1.67%
$0
$1.78 Million 0.31% of portfolio
25,344
Q4 2024 Added 8.97%
Blue Owl Cap Corp Iii Com Shs
-
$1.71 Million 0.3% of portfolio
-
Q4 2024 New
$0
$1.62 Million 0.28% of portfolio
2,829
Q4 2024 Added 25.62%
$532B
$1.61 Million 0.28% of portfolio
3,053
Q4 2024 Reduced 37.05%
$0
$1.54 Million 0.27% of portfolio
31,836
Q4 2024 Added 13.32%
$0
$1.49 Million 0.26% of portfolio
13,508
Q4 2024 Reduced 0.67%
$200B
$1.47 Million 0.26% of portfolio
2,824
Q4 2024 Reduced 12.89%
$183B
$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%
$230B
$1.46 Million 0.25% of portfolio
5,029
Q4 2024 Added 148.96%
$0
$1.36 Million 0.24% of portfolio
59,743
Q4 2024 Added 19.6%
$400B
$1.25 Million 0.22% of portfolio
7,424
Q4 2024 Added 236.84%
$0
$1.28 Million 0.22% of portfolio
15,843
Q4 2024 Added 8.67%
$79.6B
$1.26 Million 0.22% of portfolio
14,705
Q4 2024 Added 27.37%
$66.3B
$1.19 Million 0.21% of portfolio
9,617
Q4 2024 New
$139B
$1.17 Million 0.21% of portfolio
16,681
Q4 2024 Added 15.12%
$25.5B
$1.13 Million 0.2% of portfolio
6,067
Q4 2024 New
First Tr Exchng Traded Fd Vi Ft Vest U.S Eqt
-
$1.13 Million 0.2% of portfolio
-
Q4 2024 Added 47.52%
$189B
$1.13 Million 0.2% of portfolio
28,326
Q4 2024 Reduced 9.41%
$0
$1.07 Million 0.19% of portfolio
36,645
Q3 2024 New
$206B
$1.07 Million 0.19% of portfolio
6,957
Q4 2024 Added 240.53%
$23.3B
$1.1 Million 0.19% of portfolio
5,388
Q4 2024 Reduced 54.25%
$139B
$1.11 Million 0.19% of portfolio
12,015
Q4 2024 New
$34.1B
$1.02 Million 0.18% of portfolio
9,549
Q4 2024 New
$127B
$981,000 0.17% of portfolio
3,334
Q4 2024 New
$177B
$970,000 0.17% of portfolio
5,172
Q4 2024 New
$138B
$981,000 0.17% of portfolio
13,678
Q4 2024 Reduced 17.74%
$0
$932,000 0.16% of portfolio
16,266
Q3 2024 Reduced 5.79%
$0
$915,000 0.16% of portfolio
6,919
Q4 2024 Added 3.67%
$112B
$880,000 0.15% of portfolio
2,652
Q4 2024 New
$359B
$855,000 0.15% of portfolio
10,079
Q4 2024 New
Blackrock Inc Com Added
-
$879,000 0.15% of portfolio
-
Q4 2024 New
$102B
$838,000 0.15% of portfolio
4,863
Q4 2024 Reduced 5.81%
$81B
$830,000 0.15% of portfolio
6,580
Q4 2024 New
$77.4B
$866,000 0.15% of portfolio
3,394
Q4 2024 New
$0
$872,000 0.15% of portfolio
60,555
Q4 2024 Reduced 29.0%
$491B
$880,000 0.15% of portfolio
8,184
Q4 2024 Added 11.12%
$0
$827,000 0.14% of portfolio
40,725
Q4 2024 Added 2.08%

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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