Lm Advisors LLC has filed its 13F form on November 13, 2025 for Q3 2025 where it was disclosed a total value porftolio of $694 Million distributed in 207 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Amazon Com Inc with a value of $59.2M, Vanguard Index Fds S&P 500 ETF with a value of $54.2M, Spdr S&P 500 ETF Trust with a value of $45.4M, Invesco Qqq Trust, Series 1 with a value of $41.2M, and Invesco Exchange Traded Self I with a value of $37.5M.
Examining the 13F form we can see an decrease of $82.7M in the current position value, from $777M to 694M.
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
$694 Million
ETFs: $351 Million
Technology: $85.2 Million
Consumer Cyclical: $68.4 Million
Financial Services: $63.5 Million
Communication Services: $61.7 Million
Healthcare: $12.5 Million
Consumer Defensive: $10.6 Million
Real Estate: $4.87 Million
Other: $8.49 Million
Stock Holdings Table Market Cap. of $10 Billions to $200 Billions
