Lm Advisors LLC Sells in Q3 2025

Lm Advisors LLC

  • $694 Million
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
MSFT
Microsoft Corp

Technology
-200K
- 85.05%
$491.09 - $535.64 $98.2M - $107M
35.1K $18.2M
TSLA
Tesla, Inc.

Consumer Cyclical
-206K
- 95.73%
$293.94 - $444.72 $60.6M - $91.6M
9.2K $4.09M
AAPL
Apple Inc.

Technology
-198K
- 65.2%
$202.38 - $256.87 $40M - $50.8M
105K $26.9M
VNQ
Vanguard Specialized Funds Van

ETFs
-38.4K
- 93.73%
$88.47 - $93.24 $3.4M - $3.58M
2.57K $235K
ORCC
Owl Rock Capital Corp

Financial Services
-80K
- 38.72%
N/A
127K $1.66M
CRM
Salesforce, Inc.

Technology
-234
- 1.29%
$231.66 - $273.65 $54.2K - $64K
17.9K $4.24M
IHI
Ishares Tr Dow Jones Us Medica

ETFs
-4.8K
- 7.09%
$59.29 - $62.87 $285K - $302K
63K $3.78M
SBAC
Sba Communications Corp

Real Estate
-201
- 2.75%
$191.35 - $239.35 $38.5K - $48.1K
7.1K $1.37M
TGT
Target Corp

Consumer Defensive
-2.45K
- 40.54%
$86.56 - $107.43 $212K - $263K
3.59K $322K
BAC
Bank Of America Corp

Financial Services
-9K
- 18.04%
$44.92 - $52.42 $404K - $472K
40.9K $2.11M
Morgan Stanley Direct Lendin Com Shs
-1.06K
- 1.86%
N/A
55.8K $925K
V
Visa Inc.

Financial Services
-7
- 0.09%
$332.09 - $358.86 $2.32K - $2.51K
8.19K $2.8M
PYPL
Pay Pal Holdings, Inc.

Financial Services
-610
- 7.53%
$65.64 - $78.22 $40K - $47.7K
7.5K $503K
RYH
Invesco S&P 500 Equal Weight H

ETFs
-2.9K
- 8.41%
N/A
31.6K $928K
MCD
Mcdonalds Corp

Consumer Cyclical
-250
- 13.35%
$291.67 - $316.99 $72.9K - $79.2K
1.62K $493K
O
Realty Income Corp

Real Estate
-1.65K
- 11.09%
$56.13 - $60.79 $92.6K - $100K
13.2K $803K
MA
Mastercard Inc

Financial Services
-122
- 3.09%
$550.18 - $598.96 $67.1K - $73.1K
3.82K $2.17M
KLAC
Kla Corp

Technology
-100
- 26.32%
$843.9 - $1078.6 $84.4K - $108K
280 $302K
BSTZ
Black Rock Science & Technology Trust Ii

N/A
-4.33K
- 8.68%
$20.33 - $22.62 $88K - $97.9K
45.5K $1.01M
MUC
Blackrock Muniholdings California Quality Fund, Inc.

Financial Services
-3.28K
- 11.36%
$10.02 - $10.85 $32.9K - $35.6K
25.6K $278K
NKE
Nike, Inc.

Consumer Cyclical
-130
- 2.74%
$69.24 - $79.24 $9K - $10.3K
4.62K $322K
ABT
Abbott Laboratories

Healthcare
-65
- 2.03%
$120.51 - $136.62 $7.83K - $8.88K
3.13K $420K
IWM
Ishares Russell 2000 ETF

ETFs
-278
- 13.05%
$214.92 - $244.84 $59.7K - $68.1K
1.85K $448K
PFE
Pfizer Inc

Healthcare
-500
- 2.3%
$23.29 - $25.88 $11.6K - $12.9K
21.2K $540K
YMAR
First Tr Ex Tr Viii Cboe Vest
-1.06K
- 1.78%
$25.23 - $26.26 $26.8K - $27.9K
58.7K $1.54M
VHT
Vanguard Health Care ETF

ETFs
-1.36K
- 4.1%
$239.12 - $259.95 $324K - $352K
31.7K $8.23M
Gsk PLC Sponsored Adr
-196
- 3.43%
N/A
5.52K $240K
ETN
Eaton Corp PLC

Industrials
-70
- 2.44%
$342.99 - $392.76 $24K - $27.5K
2.8K $1.05M
BX
Blackstone Inc.

Financial Services
-749
- 9.48%
$152.77 - $188.68 $114K - $141K
7.15K $1.22M
NAD
Nuveen Quality Municipal Income Fund

Financial Services
-2.89K
- 0.94%
$11.04 - $11.83 $31.9K - $34.2K
305K $3.57M
SHOP
Shopify Inc.

Technology
-225
- 5.56%
$112.11 - $157.12 $25.2K - $35.4K
3.82K $568K
C
Citigroup Inc

Financial Services
-2K
- 10.15%
$85.57 - $103.49 $171K - $207K
17.7K $1.8M
XBI
Spdr Ser Tr Spdr S&P Biotech E

ETFs
-117
- 1.32%
$83.08 - $100.2 $9.72K - $11.7K
8.76K $878K
VTV
Vanguard Value ETF

ETFs
-102
- 0.59%
$175.51 - $186.57 $17.9K - $19K
17.1K $3.19M
XLU
Utilities Sector Spdr

ETFs
-65
- 0.23%
$81.14 - $87.32 $5.27K - $5.68K
28.2K $2.46M
TMO
Thermo Fisher Scientific Inc.

Healthcare
-29
- 1.13%
$404.94 - $499.99 $11.7K - $14.5K
2.53K $1.23M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
-493
- 0.71%
$49.43 - $54.52 $24.4K - $26.9K
69.4K $3.76M
GS
Goldman Sachs Group Inc

Financial Services
-14
- 0.35%
$696.56 - $806.32 $9.75K - $11.3K
4.02K $3.2M
IEMG
Ishares Inc

ETFs
-512
- 0.74%
N/A
69K $4.55M
IAU
Ishares Gold Trust

ETFs
-1.69K
- 3.01%
$61.62 - $72.77 $104K - $123K
54.5K $3.96M
SOFI
So Fi Technologies, Inc.

Financial Services
-8.1K
- 6.02%
$17.64 - $29.81 $143K - $241K
127K $3.34M
ORCL
Oracle Corp

Technology
-67
- 0.41%
$218.96 - $328.33 $14.7K - $22K
16.4K $4.6M
OMFL
Invesco Exchange Traded Self I

ETFs
-5.39K
- 0.86%
$57.41 - $60.45 $309K - $326K
623K $37.5M
GOOGL
Alphabet Inc.

Communication Services
-48
- 0.1%
$174.36 - $254.72 $8.37K - $12.2K
48.7K $11.8M
GOOG
Alphabet Inc.

Communication Services
-5.09K
- 3.55%
$175.16 - $255.24 $891K - $1.3M
138K $33.6M
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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