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CIK: 0002011314
Total reported value
$866.4M
$866.4M
242 檔
23.7%
In Q1 2024, LM Advisors LLC's U.S. equity holdings reached a combined market value of $866.4M, distributed across 242 disclosed stock positions.
During Q1 2024, LM Advisors LLC's portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
In terms of portfolio concentration, the top 5 core holdings (including VOO, AMZN, OMFL) accounted for 23.7% of total reported equity market value during Q1 2024.
Showing top 200 holdings (of 242 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 9.40% | +6.14% | +72.07% | |
| 2 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 8.13% | +2.58% | -0.86% | |
| 3 | OMFL | Invesco Russell 1000 Dyn M/f | ETF-Other | 5.59% | -4.96% | -0.27% | |
| 4 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 5.06% | +1.98% | +1.45% | |
| 5 | AAPL | Apple Inc | Stock-Tech | 4.40% | +1.72% | +51.12% | |
| 6 | ✓ | Spdr S&P 500 Etf Tr Put Option | ETF-Large Cap & Growth | 3.74% | — | — | |
| 7 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 3.58% | +3.33% | +1.71% | |
| 8 | MSFT | Microsoft CORP | Stock-Tech | 2.84% | +1.15% | +15.33% | |
| 9 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 2.47% | +1.14% | -7.43% | |
| 10 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 2.29% | +6.84% | — | |
| 11 | BRK-A | Berkshire Hathaway Inc-cl A | Stock-Other | 2.01% | +0.78% | +81.82% | |
| 12 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 1.66% | +0.89% | +10.90% | |
| 13 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 1.54% | +2.39% | +59.32% | |
| 14 | VHT | Vanguard Health Care ETF | ETF-Other | 1.46% | +0.57% | -3.32% | |
| 15 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 1.39% | +1.16% | +3.66% | |
| 16 | CRM | Salesforce Inc | Stock-Tech | 1.15% | +0.02% | -30.77% | |
| 17 | META | Meta Platforms Inc-class A | Stock-Comm Services | 1.09% | +0.76% | -7.26% | |
| 18 | BSV | Vanguard Short-term Bond ETF | ETF-Other | 0.92% | -1.10% | +21.62% | |
| 19 | DIA | Ss Spdr Dow Jones Indus Avg | ETF-Large Cap & Growth | 0.85% | +1.96% | -4.78% | |
| 20 | RSP | Invesco S&p 500 Equal Weight | ETF-Large Cap & Growth | 0.85% | +0.48% | +56.28% | |
| 21 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 0.82% | -0.14% | +41.88% | |
| 22 | IHI | Ishares U.s. Medical Devices | ETF-Other | 0.81% | -0.61% | -4.04% | |
| 23 | XLF | Ss Financial Select Sector | ETF-Other | 0.75% | -0.21% | +286.35% | |
| 24 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.72% | +0.48% | -28.62% | |
| 25 | VNQ | Vanguard Real Estate ETF | ETF-Other | 0.71% | -0.01% | -4.22% | |
| 26 | YSEP | Ft Vst Int Eq Mb Etf-usd Inc | ETF-Other | 0.71% | -2.58% | +0.32% | |
| 27 | XLV | Ss Health Care Select Sector | ETF-Other | 0.70% | +0.02% | +4.84% | |
| 28 | V | Visa Inc-class A Shares | Stock-Financials | 0.66% | +0.19% | +32.09% | |
| 29 | PANW | Palo Alto Networks, Inc. | Stock-Tech | 0.66% | — | — | |
| 30 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.66% | +0.70% | -0.89% | |
| 31 | FFEB | Ft Vest US Equity Buffer ETF | ETF-Other | 0.63% | -0.85% | +32.20% | |
| 32 | XJUN | Ft Vest U.s. Equity Enhance | ETF-Other | 0.61% | -1.02% | -16.59% | |
| 33 | TSLA | Tesla, Inc. | Stock-Consumer Disc | 0.61% | — | — | |
| 34 | NAD | Nuveen Quality Municipal Inc | Stock-Other | 0.60% | -4.33% | +2.50% | |
| 35 | NAC | Nuveen Ca Qlty Muni Inc | Stock-Other | 0.59% | -4.81% | +3.16% | |
| 36 | IEMG | Ishares Core Msci Emerging | ETF-Emerging Markets | 0.56% | -0.38% | +2.04% | |
| 37 | GOOG | Alphabet Inc. | Stock-Comm Services | 0.54% | — | — | |
| 38 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.51% | +0.31% | +14.89% | |
| 39 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 0.51% | -0.62% | -16.64% | |
| 40 | NVDA | Nvidia CORP | Stock-Tech | 0.48% | +0.27% | -43.99% | |
| 41 | ADBE | Adobe Inc. | Stock-Tech | 0.45% | — | — | |
| 42 | BSTZ | Blackrock Sci & Tech Trm Tr | Stock-Other | 0.45% | -0.49% | — | |
| 43 | HUM | Humana Inc. | Stock-Healthcare | 0.44% | — | — | |
| 44 | SPHD | Invesco S&p 500 High Dividen | ETF-Large Cap & Growth | 0.43% | -0.57% | +2.72% | |
| 45 | WMT | Walmart Inc | Stock-Consumer Staples | 0.42% | -0.11% | +309.59% | |
| 46 | BBDC | Barings Bdc Inc | Stock-Other | 0.42% | — | — | |
| 47 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 0.41% | +0.19% | -17.78% | |
| 48 | VTV | Vanguard Value ETF | ETF-Other | 0.41% | +0.15% | -14.99% | |
| 49 | UPS | United Parcel Service, Inc. | Stock-Industrials | 0.40% | — | — | |
| 50 | MCHX | Marchex, Inc. | Stock-Other | 0.39% | — | — |
According to official SEC Form 13F filings, LM Advisors LLC reported a total U.S. public equity portfolio value of $866.4M across 242 disclosed positions in Q1 2024.
During Q1 2024, LM Advisors LLC's top holdings by market value included VOO (9.4%)、AMZN (8.1%)、OMFL (5.6%). The largest single position, VOO, represented 9.4% of total portfolio value.
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In Q1 2024, LM Advisors LLC made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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