LA

LM Advisors LLC

13F
LM Advisors LLC
Last update 2024-11-07 170 Stocks (15 new)
Value $487.00 Mil Turnover 3 %
Countries:
Top Holdings: AMZN(9.11%)VOO(7.87%)SPY(6.76%)OMFL(6.20%)AAPL(5.10%)
Summary Stock Picks Current Portfolio
LM Advisors LLC Top Holdings of 2024-09-30 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
242,331
44,420.0
-11.57%
9.110
-0.01%
0.000
+22.45%
+50.71%
2,407,622.1
Retail - Cyclical
VOO 		Vanguard S&P 500 ETF
73,146
38,360.0
-2.66%
7.870
0%
0.010
+8.48%
+28.48%
535,289.4
 
SPY 		S&P 500 ETF TRUST ETF
57,400
32,930.0
-0.33%
6.760
0%
0.010
+8.45%
+28.37%
636,288.3
 
OMFL 		Invesco Russell 1000 Dynamic Multifactor ETF
580,506
30,240.0
-10.99%
6.200
-0.01%
0.590
+8.04%
+10.07%
5,313.4
 
AAPL 		Apple Inc
106,592
24,840.0
-1.85%
5.100
0%
0.000
+11.45%
+29.44%
3,748,119.5
Hardware
GOOG 		Alphabet Inc
135,993
22,740.0
-9.05%
4.670
0%
0.000
+24.84%
+38.12%
2,361,576.2
Interactive Media
VIG 		Vanguard Dividend Appreciation FTF
85,117
16,600.0
-2.02%
3.410
0%
0.020
+3.49%
+19.24%
83,775.3
 
MSFT 		Microsoft Corp
36,487
15,700.0
+1.01%
3.220
+0.03%
0.000
+6.03%
+21.06%
3,342,425.0
Software
QQQ 		INVESCO QQQ Trust
30,618
14,930.0
-0.70%
3.060
0%
0.010
+11.57%
+29.30%
326,035.1
 
VTI 		Vanguard Total Stock Market ETF
35,851
10,150.0
+0.15%
2.080
0%
0.000
+9.34%
+27.79%
433,230.9
 

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 		S&P 500 ETF TRUST ETF2024-06-30Sold Out
-5.70%
●
495.16 ($523.39) 548.49
$604.33
15.46%
Sold Out
0
-60,976
VOO 		Vanguard S&P 500 ETF2024-03-31Add
+4.43%
●
429.43 ($457.68) 481.35
$555.65
21.41%
Add 72.07%
123,699
51,812
VOO 		Vanguard S&P 500 ETF2024-06-30Reduce
-4.15%
●
455.1 ($481.2) 504.28
$555.65
15.47%
Reduce -39.25%
75,148
-48,551
QQQ 		INVESCO QQQ Trust2024-03-31New Buy
+2.58%
●
396.28 ($428.75) 446.38
$526.50
22.80%
New holding
32,814
32,814
AAPL 		Apple Inc2024-03-31Add
+1.67%
●
169 ($181.83) 195.18
$247.96
36.37%
Add 51.12%
161,507
54,636
AAPL 		Apple Inc2024-06-30Reduce
-1.62%
●
165 ($186.49) 216.67
$247.96
32.96%
Reduce -32.75%
108,606
-52,901
GILD 		Gilead Sciences Inc2024-06-30New Buy
+1.06%
●
63.15 ($66.73) 72.88
$92.38
38.44%
New holding
4,197
4,197
GILD 		Gilead Sciences Inc2024-09-30Sold Out
-1.06%
●
66.59 ($76.3) 83.99
$92.38
21.07%
Sold Out
0
-4,197
BRK.A 		Berkshire Hathaway Inc2024-03-31Add
+1.02%
●
545250 ($593888) 634440
$686,850.00
15.65%
Add 81.82%
20
9
BRK.A 		Berkshire Hathaway Inc2024-06-30Reduce
-1.02%
●
598160 ($616494) 634030
$686,850.00
11.41%
Reduce -45%
11
-9

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 2024-09-30

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

Discussions on LM Advisors LLC

No discussions yet.
Research Tools
All-In-One Screener Stock Ideas Stock List Guru List Guru Real-Time Picks Insider List Insider Trades Economic Indicators Sector & Industry Performance DCF Calculator Discussion Board
Product
Pricing Plans Excel Add-In Google Sheets Add-on Data API Stock Comparison Table Manual of Stocks Instant Alerts Mobile App 中文
Education
Financial Glossary Tutorials FAQ Schedule Free Session Buffett Indicator Shiller P/E Yield Curve Today U.S. Inflation Rate Global Market Valuation Fed Net Liquidity Buffett Assets Allocation
Company
About GuruFocus Career Contact Us Advertise Site Map Term of Use Privacy Policy Referral Program Partner Program
Survey

We'd love to learn more about your experiences on GuruFocus.com and how we can improve!

Take Survey
Follow Us
download GuruFocus on Apple store download GuruFocus on Google Play
Disclaimers
GuruFocus.com is not operated by a broker or a dealer. Under no circumstances does any information posted on GuruFocus.com represent a recommendation to buy or sell a security. The information on this site, and in its related newsletters, is not intended to be, nor does it constitute investment advice or recommendations. The individuals or entities selected as "gurus" may buy and sell securities before and after any particular article and report and information herein is published, with respect to the securities discussed in any article and report posted herein. Gurus may be added or dropped from the GuruFocus site at any time. In no event shall GuruFocus.com be liable to any member, guest or third party for any damages of any kind arising out of the use of any content or other material published or available on GuruFocus.com, or relating to the use of, or inability to use, GuruFocus.com or any content, including, without limitation, any investment losses, lost profits, lost opportunity, special, incidental, indirect, consequential or punitive damages. Past performance is a poor indicator of future performance. The information on this site, and in its related newsletters, is not intended to be, nor does it constitute investment advice or recommendations. The information on this site is in no way guaranteed for completeness, accuracy or in any other way. The gurus listed in this website are not affiliated with GuruFocus.com, LLC. Stock quotes are provided by QuoteMedia, Inc. (CSI). Company fundamental data is provided by Morningstar. Analyst estimates data is sourced from both Refinitiv and Morningstar, with priority given to Refinitiv data. Data is updated daily.
© 2004-2024 GuruFocus.com, LLC. All Rights Reserved.