Lm Advisors LLC Purchases in Q3 2025

Lm Advisors LLC

  • $694 Million
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
IGV
Ishares Expanded Tech Software

ETFs
2.07K
New
$105.96 - $117.79 $219K - $244K
2.07K $238K
JMUB
Jp Morgan Tr Mun ETF (De)

ETFs
4.6K
New
$49.09 - $50.58 $226K - $233K
4.6K $232K
MOAT
Vaneck Morningstar Wide Moat E

ETFs
2.34K
New
N/A
2.34K $232K
Wells Fargo CO New Perp Pfd Cnv A
16
+ 0.46%
N/A
3.46K $4.27M
UBER
Uber Technologies, Inc

Technology
2.27K
New
$86.91 - $99.57 $197K - $226K
2.27K $222K
First Tr Exchng Traded Fd Vi Ft Vest U.S Eqt
5.82K
New
N/A
5.82K $222K
URTH
Ishares Msci World ETF

ETFs
1.17K
New
$168.96 - $181.71 $198K - $213K
1.17K $213K
ARKF
Ark ETF Tr Fintech Innovation

ETFs
3.73K
New
$49.31 - $57.77 $184K - $216K
3.73K $212K
HWM
Howmet Aerospace Inc.

Industrials
1.07K
New
$171.0 - $196.23 $182K - $209K
1.07K $209K
VPL
Vanguard Ftse Pacific ETF Ftse

ETFs
2.39K
New
$80.54 - $89.67 $192K - $214K
2.39K $209K
VEA
Vanguard Ftse Developed Market

ETFs
3.43K
New
$56.02 - $60.3 $192K - $207K
3.43K $205K
AMAT
Applied Materials Inc

Technology
1K
New
$156.25 - $204.95 $156K - $205K
1K $205K
ASML
Asml Holding Nv

Technology
50
+ 6.49%
$689.63 - $968.09 $34.5K - $48.4K
820 $794K
RTX
Raytheon Technologies Corp

Industrials
580
+ 19.0%
$144.19 - $167.33 $83.6K - $97.1K
3.63K $608K
XLV
Select Sector Spdr Fund Health

ETFs
330
+ 1.34%
$129.01 - $139.72 $42.6K - $46.1K
25K $3.48M
SPHD
Invesco ETF Tr Ii S&P 500 High

ETFs
979
+ 1.76%
$47.56 - $49.7 $46.6K - $48.7K
56.6K $2.8M
XLF
Financial Sector Spdr

ETFs
1.59K
+ 4.68%
$51.37 - $54.25 $81.5K - $86.1K
35.5K $1.91M
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt
366
+ 0.59%
N/A
62K $2.58M
SMH
Vaneck ETF Tr Semiconductor Et

ETFs
166
+ 13.46%
$275.84 - $326.36 $45.8K - $54.2K
1.4K $457K
LMT
Lockheed Martin Corp

Industrials
82
+ 4.61%
$410.74 - $499.21 $33.7K - $40.9K
1.86K $929K
GM
General Motors CO

Consumer Cyclical
889
+ 20.74%
$48.89 - $61.24 $43.5K - $54.4K
5.18K $316K
CRWD
Crowd Strike Holdings, Inc.

Technology
248
+ 12.8%
$412.46 - $514.1 $102K - $127K
2.19K $1.07M
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
56
+ 4.92%
$224.68 - $282.71 $12.6K - $15.8K
1.2K $335K
FSEP
First Tr ETF Viii Cboe Vest Us

ETFs
1K
+ 11.11%
$47.96 - $50.54 $48K - $50.5K
10K $505K
XLE
Energy Sector Spdr

ETFs
650
+ 21.52%
$84.25 - $91.99 $54.8K - $59.8K
3.67K $328K
MUST
Columbia ETF Tr I Multi Sector

ETFs
2.61K
+ 6.42%
$19.87 - $20.65 $51.9K - $54K
43.3K $890K
BYM
Blackrock Municipal Income Quality Trust

Financial Services
548
+ 0.33%
$10.1 - $11.09 $5.53K - $6.08K
165K $1.81M
AMT
American Tower Corp

Real Estate
600
+ 33.9%
$192.32 - $232.35 $115K - $139K
2.37K $460K
AGG
Ishares Core U.S. Aggregate Bo

ETFs
433
+ 13.23%
$97.75 - $100.75 $42.3K - $43.6K
3.71K $372K
DIS
Walt Disney CO

Communication Services
1.49K
+ 11.29%
$112.25 - $124.0 $167K - $184K
14.6K $1.68M
PLD
Prologis, Inc.

Real Estate
3
+ 0.08%
$104.08 - $115.35 $312 - $346
3.91K $447K
VZ
Verizon Communications Inc

Communication Services
2
+ 0.01%
$40.84 - $45.06 $81.7 - $90.1
25.3K $1.11M
BSX
Boston Scientific Corp

Healthcare
97
+ 3.59%
$97.03 - $108.14 $9.41K - $10.5K
2.8K $273K
NOW
Service Now, Inc.

Technology
2
+ 0.78%
$850.86 - $1044.69 $1.7K - $2.09K
257 $236K
NFLX
Netflix Inc

Communication Services
80
+ 6.35%
$1147.87 - $1297.18 $91.8K - $104K
1.34K $1.61M
LLY
Eli Lilly & CO

Healthcare
4
+ 0.08%
$625.65 - $812.69 $2.5K - $3.25K
5.04K $3.84M
Activity Summary
Buys All Purchases 87 New Holdings 28 Increased Positions 59 Sells All Sells 46 Reductions 46 Sold out 0 Options Calls 0 Puts 0
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