LA

LM Advisors LLC

13F
LM Advisors LLC
Last update 2025-05-13 215 Stocks (38 new)
Value $556.00 Mil Turnover 10 %
Countries:
Top Holdings: AMZN(8.52%)VOO(7.35%)SPY(6.35%)OMFL(6.07%)AAPL(4.09%)
Summary Stock Picks Current Portfolio
LM Advisors LLC Top Holdings of 2025-03-31 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
AMZN
Amazon.com Inc
248,683
47,310.0
+2.10%
8.520
+0.18%
0.000
+26.41%
+4.06%
2,423,607.1
Retail - Cyclical
VOO
Vanguard S&P 500 ETF
79,502
40,860.0
+2.96%
7.350
+0.21%
0.010
+18.82%
+8.89%
663,622.4
 
SPY
SPDR S&P 500 ETF Trust
63,051
35,270.0
+8.37%
6.350
+0.49%
0.010
+18.80%
+8.86%
654,366.5
 
OMFL
Invesco Russell 1000 Dynamic Multifactor ETF
Invesco Russell 1000 Dynamic Multifactor ETF
632,485
33,720.0
+1.11%
6.070
+0.07%
0.740
+12.37%
+7.78%
4,973.5
 
AAPL
Apple Inc
102,258
22,720.0
+5.20%
4.090
+0.20%
0.000
+4.80%
-14.28%
3,200,643.0
Hardware
GOOG
Alphabet Inc
135,379
21,150.0
+0.59%
3.810
+0.02%
0.000
+21.57%
+0.80%
2,315,381.3
Interactive Media
VIG
Vanguard Dividend Appreciation FTF
96,789
18,780.0
+3.37%
3.380
+0.11%
0.020
+12.58%
+7.35%
90,302.9
 
QQQ
INVESCO QQQ Trust
33,748
15,830.0
+10.66%
2.850
+0.27%
0.010
+24.17%
+10.57%
359,485.3
 
MSFT
Microsoft Corp
40,432
15,180.0
+10.16%
2.730
+0.25%
0.000
+35.37%
+20.48%
3,759,901.0
Software
RSP
Invesco S&P 500 Equal Weight ETF
60,236
10,440.0
+17.51%
1.880
+0.28%
0.010
+14.13%
+7.91%
75,230.7
 

LM Advisors LLC's Historical Top Holdings Breakdowns

LM Advisors LLC's Top Stock Picks View Full List
Ticker
Company
Date
Action
Impact %
Price Range
Price
Price Change from Avrg%
Comment
Current Shares
Share Change
SPY
SPDR S&P 500 ETF Trust
2025-03-31
Add
Add
+0.49%
●
551.42 ($587.78) 612.93
$634.21
7.90%
Add 8.37%
63,051
4,872
GJAN
FT Vest U.S. Equity Moderate Buffer ETF - January
FT Vest U.S. Equity Moderate Buffer ETF - January
2025-03-31
New Buy
New Buy
+0.42%
●
37.28 ($38.61) 39.39
$36.53
-5.39%
New holding
61,805
61,805
OBDC
Blue Owl Capital Corp
2025-03-31
New Buy
New Buy
+0.32%
●
14.08 ($15.02) 15.64
$14.95
-0.47%
New holding
120,161
120,161
ETN
Eaton Corp PLC
2025-03-31
Add
Add
+0.29%
●
271.83 ($311.37) 371.23
$380.24
22.12%
Add 223.11%
8,569
5,917
SOXL
Direxion Daily Semiconductor Bull 3X Shares
Direxion Daily Semiconductor Bull 3X Shares
2025-03-31
Reduce
Reduce
-0.28%
●
15.95 ($25.29) 35.15
$25.78
1.94%
Reduce -73.4%
20,000
-55,200
RSP
Invesco S&P 500 Equal Weight ETF
2025-03-31
Add
Add
+0.28%
●
169.43 ($177.82) 182.84
$187.43
5.40%
Add 17.51%
60,236
8,977
QQQ
INVESCO QQQ Trust
2025-03-31
Add
Add
+0.27%
●
468.34 ($508.07) 539.52
$563.81
10.97%
Add 10.66%
33,748
3,251
NVDA
NVIDIA Corp
2025-03-31
Add
Add
+0.27%
●
106.98 ($126.74) 149.43
$170.78
34.75%
Add 43.43%
45,124
13,663
MSFT
Microsoft Corp
2025-03-31
Add
Add
+0.25%
●
375.39 ($407.71) 447.2
$505.87
24.08%
Add 10.16%
40,432
3,728
MSI
Motorola Solutions Inc
2025-03-31
New Buy
New Buy
+0.22%
●
411.73 ($446.17) 482.1
$422.17
-5.38%
New holding
2,827
2,827

LM Advisors LLC Total Holding History ($B)

To

LM Advisors LLC's Asset Allocation

To

LM Advisors LLC Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

Top Ranked Articles

  • 1

LM Advisors LLC's Hypothetical Growth since 2025-03-31

LM Advisors LLC's Yearly Returns

Year Portfolio % % Excess Gain %

LM Advisors LLC's Holdings Heat Map

Size field:

LM Advisors LLC's Holdings Bubble Chart

LM Advisors LLC News

  • 1

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