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 ETFs Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$41.6 Million 7.28% of portfolio
77,219
Q4 2024 Added 5.57%
$0
$34.2 Million 5.98% of portfolio
58,179
Q4 2024 Added 1.36%
$0
$33.9 Million 5.93% of portfolio
625,537
Q4 2024 Added 7.76%
$0
$18.3 Million 3.21% of portfolio
93,633
Q4 2024 Added 10.01%
$0
$15.6 Million 2.73% of portfolio
30,497
Q4 2024 Reduced 0.4%
$0
$10.3 Million 1.81% of portfolio
35,680
Q4 2024 Reduced 0.48%
$0
$8.98 Million 1.57% of portfolio
51,259
Q4 2024 Added 25.66%
$0
$8.37 Million 1.46% of portfolio
32,990
Q4 2024 Added 17.57%
$0
$5.77 Million 1.01% of portfolio
74,684
Q3 2024 Reduced 1.04%
$0
$5.75 Million 1.01% of portfolio
13,479
Q4 2024 Added 1.97%
$0
$4.33 Million 0.76% of portfolio
74,285
Q4 2024 Added 4.41%
$0
$4.17 Million 0.73% of portfolio
192,142
Q4 2024 Reduced 5.55%
$0
$4.08 Million 0.71% of portfolio
45,790
Q4 2024 Reduced 1.96%
$0
$3.84 Million 0.67% of portfolio
27,900
Q4 2024 Added 2.53%
$0
$3.66 Million 0.64% of portfolio
94,673
Q4 2024 Added 12.28%
$0
$3.57 Million 0.62% of portfolio
68,262
Q4 2024 Added 8.91%
$0
$2.93 Million 0.51% of portfolio
17,302
Q4 2024 Added 28.3%
$0
$2.78 Million 0.49% of portfolio
57,522
Q4 2024 Reduced 1.67%
$46.8B
$2.59 Million 0.45% of portfolio
52,347
Q4 2024 Reduced -0.0%
$0
$2.14 Million 0.37% of portfolio
28,244
Q4 2024 Reduced 5.16%
$0
$2.05 Million 0.36% of portfolio
75,200
Q4 2024 Added 667.35%
$0
$1.83 Million 0.32% of portfolio
3,106
Q4 2024 Added 2.58%
$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%
$0
$1.62 Million 0.28% of portfolio
2,829
Q4 2024 Added 25.62%
$0
$1.54 Million 0.27% of portfolio
31,836
Q4 2024 Added 13.32%
$0
$1.55 Million 0.27% of portfolio
2,484
Q4 2024 Reduced 0.04%
$0
$1.49 Million 0.26% of portfolio
13,508
Q4 2024 Reduced 0.67%
$0
$1.36 Million 0.24% of portfolio
59,743
Q4 2024 Added 19.6%
$0
$1.28 Million 0.22% of portfolio
15,843
Q4 2024 Added 8.67%
$0
$1.07 Million 0.19% of portfolio
36,645
Q3 2024 New
$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%
$0
$827,000 0.14% of portfolio
40,725
Q4 2024 Added 2.08%
$0
$785,000 0.14% of portfolio
22,678
Q4 2024 Added 37.89%
$0
$815,000 0.14% of portfolio
33,650
Q3 2024 Reduced 2.41%
$93B
$823,000 0.14% of portfolio
3,399
Q4 2024 Added 5.1%
$0
$818,000 0.14% of portfolio
9,088
Q4 2024 Added 2.88%
$0
$718,000 0.13% of portfolio
11,321
Q4 2024 Reduced 8.12%
$0
$735,000 0.13% of portfolio
1,831
Q4 2023 New
$0
$760,000 0.13% of portfolio
21,180
Q4 2024 Added 114.37%
$0
$688,000 0.12% of portfolio
6,000
Q4 2023 New
$0
$619,000 0.11% of portfolio
14,313
Q4 2024 Added 7.5%
$0
$559,000 0.1% of portfolio
11,155
Q4 2023 New
$0
$589,000 0.1% of portfolio
9,455
Q4 2024 Reduced 23.13%
$0
$588,000 0.1% of portfolio
12,000
Q4 2023 New
$0
$579,000 0.1% of portfolio
3,983
Q3 2024 Added 3.64%
$0
$512,000 0.09% of portfolio
8,061
Q4 2024 Added 9.49%
$0
$495,000 0.09% of portfolio
1,950
Q2 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
Track This Portfolio

Track Lm Advisors LLC Portfolio

Follow Lm Advisors LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Lm Advisors LLC, based on Form 13F filings with the SEC.

News

Stay updated on Lm Advisors LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email