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CIK: 0002011314
Total reported value
$866.4M
$866.4M
171 檔
19.7%
At the close of Q3 2024, LM Advisors LLC disclosed equity holdings valued at approximately $866.4M, spread across 171 reported holdings.
In Q3 2024, LM Advisors LLC displayed an active expansion posture, initiating 171 new positions and adding to 0 existing holdings, outstripping position reductions.
In terms of portfolio concentration, the top 5 core holdings (including AMZN, VOO, SPY) accounted for 19.7% of total reported equity market value during Q3 2024.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 9.03% | +2.58% | — | |
| 2 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 7.80% | +6.14% | — | |
| 3 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 6.69% | +1.98% | — | |
| 4 | OMFL | Invesco Russell 1000 Dyn M/f | ETF-Other | 6.15% | -4.96% | — | |
| 5 | AAPL | Apple Inc | Stock-Tech | 5.05% | +1.72% | — | |
| 6 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 4.62% | +3.33% | — | |
| 7 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 3.37% | +1.14% | — | |
| 8 | MSFT | Microsoft CORP | Stock-Tech | 3.19% | +1.15% | — | |
| 9 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 3.03% | +6.84% | — | |
| 10 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 2.06% | +0.89% | — | |
| 11 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 1.68% | +1.16% | — | |
| 12 | META | Meta Platforms Inc-class A | Stock-Comm Services | 1.61% | +0.76% | — | |
| 13 | BRK-A | Berkshire Hathaway Inc-cl A | Stock-Other | 1.55% | +0.78% | — | |
| 14 | VHT | Vanguard Health Care ETF | ETF-Other | 1.54% | +0.57% | — | |
| 15 | RSP | Invesco S&p 500 Equal Weight | ETF-Large Cap & Growth | 1.42% | +0.48% | — | |
| 16 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 1.34% | +2.39% | — | |
| 17 | BSV | Vanguard Short-term Bond ETF | ETF-Other | 1.19% | -1.10% | — | |
| 18 | DIA | Ss Spdr Dow Jones Indus Avg | ETF-Large Cap & Growth | 1.13% | +1.96% | — | |
| 19 | YSEP | Ft Vst Int Eq Mb Etf-usd Inc | ETF-Other | 0.94% | -2.58% | — | |
| 20 | VNQ | Vanguard Real Estate ETF | ETF-Other | 0.90% | -0.01% | — | |
| 21 | WFC 7.5 PERP LBond | Wells Fargo & Company | Bond | 0.89% | +0.40% | — | |
| 22 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.88% | +0.70% | — | |
| 23 | IHI | Ishares U.s. Medical Devices | ETF-Other | 0.86% | -0.61% | — | |
| 24 | CRM | Salesforce Inc | Stock-Tech | 0.86% | +0.02% | — | |
| 25 | XLV | Ss Health Care Select Sector | ETF-Other | 0.85% | +0.02% | — | |
| 26 | NAD | Nuveen Quality Municipal Inc | Stock-Other | 0.82% | -4.33% | — | |
| 27 | NAC | Nuveen Ca Qlty Muni Inc | Stock-Other | 0.81% | -4.81% | — | |
| 28 | FFEB | Ft Vest US Equity Buffer ETF | ETF-Other | 0.79% | -0.85% | — | |
| 29 | NVDA | Nvidia CORP | Stock-Tech | 0.78% | +0.27% | — | |
| 30 | WMT | Walmart Inc | Stock-Consumer Staples | 0.73% | -0.11% | — | |
| 31 | IEMG | Ishares Core Msci Emerging | ETF-Emerging Markets | 0.73% | -0.38% | — | |
| 32 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 0.67% | -0.62% | — | |
| 33 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.65% | +0.31% | — | |
| 34 | SPHD | Invesco S&p 500 High Dividen | ETF-Large Cap & Growth | 0.60% | -0.57% | — | |
| 35 | XJUN | Ft Vest U.s. Equity Enhance | ETF-Other | 0.60% | -1.02% | — | |
| 36 | ORCL | Oracle CORP | Stock-Tech | 0.60% | +0.04% | — | |
| 37 | SBAC | Sba Communications CORP | Stock-Real Estate | 0.58% | — | — | |
| 38 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 0.53% | +0.12% | — | |
| 39 | IAU | Ishares Gold Trust | ETF-Commodities | 0.53% | -0.38% | — | |
| 40 | V | Visa Inc-class A Shares | Stock-Financials | 0.52% | +0.19% | — | |
| 41 | GJAN | Ft Vest US Equity Moderate B | ETF-Other | 0.49% | -0.67% | — | |
| 42 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.49% | +0.35% | — | |
| 43 | MA | Mastercard Inc - A | Stock-Financials | 0.49% | +0.12% | — | |
| 44 | ESS | Essex Property Trust Inc | Stock-Real Estate | 0.47% | +0.11% | — | |
| 45 | XLU | St Sr Utl Sl Se Spdr Etf-usd | ETF-Other | 0.47% | -0.66% | — | |
| 46 | VTV | Vanguard Value ETF | ETF-Other | 0.43% | +0.15% | — | |
| 47 | TMO | Thermo Fisher Scientific Inc | Stock-Healthcare | 0.41% | +0.06% | — | |
| 48 | BAC | Bank Of America CORP | Stock-Financials | 0.40% | -0.45% | — | |
| 49 | BLK | BlackRock, Inc. | Stock-Financials | 0.39% | — | — | |
| 50 | EWJ | Ishares Msci Japan ETF | ETF-Other | 0.38% | -0.15% | — |
According to official SEC Form 13F filings, LM Advisors LLC reported a total U.S. public equity portfolio value of $866.4M across 171 disclosed positions in Q3 2024.
During Q3 2024, LM Advisors LLC's top holdings by market value included AMZN (9.0%)、VOO (7.8%)、SPY (6.7%). The largest single position, AMZN, represented 9.0% of total portfolio value.
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Top New Position Initiated
AMZN
市值: $44.4M
In Q3 2024, LM Advisors LLC made 171 total portfolio adjustments, initiating 171 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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