Lm Advisors LLC Incresed Positions in Q4 2024

Lm Advisors LLC

  • $572 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
AMZN
Amazon Com Inc

Consumer Cyclical
1.24K
+ 0.51%
$180.88 - $232.93 $224K - $288K
244K $53.4M
OMFL
Invesco Exchange Traded Self I

ETFs
45K
+ 7.76%
$52.49 - $56.58 $2.36M - $2.55M
626K $33.9M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
4.07K
+ 5.57%
$521.84 - $558.82 $2.13M - $2.28M
77.2K $41.6M
COST
Costco Wholesale Corp

Consumer Defensive
3.13K
+ 183.2%
$873.59 - $994.69 $2.73M - $3.11M
4.84K $4.43M
RSP
Invesco S&P 500 Equal Weight E

ETFs
10.5K
+ 25.66%
$174.22 - $187.62 $1.82M - $1.96M
51.3K $8.98M
VIG
Vanguard Dividend Appreciation

ETFs
8.52K
+ 10.01%
N/A
93.6K $18.3M
SOXL
Direxion Daily Semiconductor B

ETFs
65.4K
+ 667.35%
$26.3 - $40.82 $1.72M - $2.67M
75.2K $2.05M
CRM
Salesforce, Inc.

Technology
2.01K
+ 13.04%
$270.87 - $367.87 $543K - $738K
17.4K $5.82M
IBM
International Business Machines Corp

Technology
5.84K
+ 231.67%
$204.9 - $238.04 $1.2M - $1.39M
8.36K $1.84M
SPY
Spdr S&P 500 ETF Trust

ETFs
779
+ 1.36%
$567.81 - $607.81 $442K - $473K
58.2K $34.2M
PG
Procter & Gamble CO

Consumer Defensive
5.22K
+ 236.84%
$161.05 - $179.7 $841K - $938K
7.42K $1.25M
MCD
Mcdonalds Corp

Consumer Cyclical
3.01K
+ 148.96%
$288.47 - $316.54 $868K - $952K
5.03K $1.46M
VTV
Vanguard Value ETF

ETFs
3.82K
+ 28.3%
$168.32 - $181.87 $642K - $694K
17.3K $2.93M
VHT
Vanguard Health Care ETF

ETFs
4.93K
+ 17.57%
$250.81 - $283.3 $1.24M - $1.4M
33K $8.37M
PEP
Pepsico Inc

Consumer Defensive
4.91K
+ 240.53%
$151.29 - $176.1 $743K - $865K
6.96K $1.07M
XJUN
Ft Exch Trd Fd Viii Cboe Vest

ETFs
10.4K
+ 12.28%
$37.81 - $38.94 $392K - $403K
94.7K $3.66M
MRK
Merck & Co., Inc.

Healthcare
7.8K
+ 63.63%
$96.31 - $114.76 $751K - $895K
20K $2.01M
ASML
Asml Holding Nv

Technology
791
+ 270.89%
$658.43 - $872.27 $521K - $690K
1.08K $751K
JNJ
Johnson & Johnson

Healthcare
4.31K
+ 54.34%
$143.34 - $165.86 $618K - $715K
12.2K $1.77M
FFEB
Ft Tr ETF Viii Ft Cboe Vest Us
7.41K
+ 9.24%
N/A
87.6K $4.36M
LLY
Eli Lilly & CO

Healthcare
1.25K
+ 25.68%
$727.2 - $932.06 $912K - $1.17M
6.14K $4.74M
SDVY
First Tr ETF Vi Smid Cap Risin

ETFs
11.3K
+ 114.37%
$35.45 - $40.33 $401K - $456K
21.2K $760K
First Tr Exchng Traded Fd Vi Ft Vest U.S Eqt
10.1K
+ 47.52%
N/A
31.3K $1.13M
GS
Goldman Sachs Group Inc

Financial Services
199
+ 5.9%
$486.1 - $608.57 $96.7K - $121K
3.57K $2.05M
PYPL
Pay Pal Holdings, Inc.

Financial Services
3.16K
+ 27.37%
$77.25 - $91.3 $244K - $289K
14.7K $1.26M
MDY
Spdr S&P Midcap 400 ETF Trust

ETFs
577
+ 25.62%
$563.99 - $620.12 $325K - $358K
2.83K $1.62M
RECS
Columbia ETF Tr I

ETFs
6.23K
+ 37.89%
$33.61 - $36.42 $209K - $227K
22.7K $785K
BAC
Bank Of America Corp

Financial Services
1.98K
+ 3.97%
$39.22 - $47.77 $77.7K - $94.6K
51.9K $2.28M
C
Citigroup Inc

Financial Services
2.19K
+ 15.12%
$61.31 - $72.5 $134K - $159K
16.7K $1.17M
XLF
Financial Sector Spdr

ETFs
3.74K
+ 13.32%
$44.89 - $51.34 $168K - $192K
31.8K $1.54M
DIA
Spdr Dow Jones Industrial Average ETF Trust

ETFs
261
+ 1.97%
$417.69 - $450.94 $109K - $118K
13.5K $5.75M
TGT
Target Corp

Consumer Defensive
1.8K
+ 60.0%
$121.59 - $160.69 $219K - $289K
4.8K $649K
YMAR
First Tr Ex Tr Viii Cboe Vest
9.79K
+ 19.6%
$22.79 - $24.1 $223K - $236K
59.7K $1.36M
AMT
American Tower Corp

Real Estate
930
+ 86.75%
$179.4 - $232.01 $167K - $216K
2K $370K
IHI
Ishares Tr Dow Jones Us Medica

ETFs
3.14K
+ 4.41%
$57.38 - $61.11 $180K - $192K
74.3K $4.33M
DIVD
Ea Ser Tr
5.01K
+ 31.01%
N/A
21.2K $667K
XOM
Exxon Mobil Corp

Energy
819
+ 11.12%
$105.51 - $125.37 $86.4K - $103K
8.18K $880K
QCOM
Qualcomm Inc

Technology
1.75K
+ 16.36%
$150.4 - $178.04 $263K - $312K
12.5K $1.91M
MELI
Mercadolibre Inc

Consumer Cyclical
84
+ 54.55%
$1666.0 - $2117.3 $140K - $178K
238 $405K
IVV
Ishares Core S&P 500 ETF

ETFs
78
+ 2.58%
$570.51 - $610.59 $44.5K - $47.6K
3.11K $1.83M
IBB
Ishares Biotechnology ETF

ETFs
245
+ 3.67%
$131.21 - $148.85 $32.1K - $36.5K
6.92K $915K
DGRW
Wisdomtree Tr Us Quality Divid

ETFs
1.26K
+ 8.67%
$80.93 - $85.66 $102K - $108K
15.8K $1.28M
FMAR
First Tr Ex Tr Fd Viii Ft Cboe
998
+ 7.5%
$41.96 - $43.69 $41.9K - $43.6K
14.3K $619K
NOW
Service Now, Inc.

Technology
1
+ 0.38%
$867.18 - $1148.42 $867 - $1.15K
262 $278K
GLD
Spdr Gold Trust

ETFs
165
+ 5.1%
$236.59 - $257.5 $39K - $42.5K
3.4K $823K
XLE
Energy Sector Spdr

ETFs
476
+ 18.71%
$83.32 - $97.27 $39.7K - $46.3K
3.02K $259K
DGRO
Ishares Core Dividend Growth E

ETFs
488
+ 11.63%
$60.73 - $64.94 $29.6K - $31.7K
4.68K $287K
RTX
Raytheon Technologies Corp

Industrials
233
+ 8.27%
$114.45 - $127.21 $26.7K - $29.6K
3.05K $353K
IJR
Ishares Core S&P Sm Cap ETF

ETFs
30
+ 1.56%
$113.92 - $127.38 $3.42K - $3.82K
1.96K $225K
Activity Summary
Buys All Purchases 100 New Holdings 31 Increased Positions 69 Sells All Sells 54 Reductions 54 Sold out 0 Options Calls 0 Puts 0
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