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CIK: 0002011314
Total reported value
$866.4M
$866.4M
186 檔
21.8%
In Q4 2024, LM Advisors LLC's U.S. equity holdings reached a combined market value of $866.4M, distributed across 186 disclosed stock positions.
In Q4 2024, LM Advisors LLC displayed an active expansion posture, initiating 30 new positions and adding to 69 existing holdings, outstripping position reductions.
In terms of portfolio concentration, the top 5 core holdings (including AMZN, VOO, SPY) accounted for 21.8% of total reported equity market value during Q4 2024.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 9.56% | +2.58% | +0.51% | |
| 2 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 7.44% | +6.14% | +5.57% | |
| 3 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 6.12% | +1.98% | +1.36% | |
| 4 | OMFL | Invesco Russell 1000 Dyn M/f | ETF-Other | 6.07% | -4.96% | +7.76% | |
| 5 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 4.59% | +3.33% | -1.04% | |
| 6 | AAPL | Apple Inc | Stock-Tech | 4.36% | +1.72% | -8.81% | |
| 7 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 3.28% | +1.14% | +10.01% | |
| 8 | COIN | Coinbase Global, Inc. | Stock-Financials | 3.22% | — | — | |
| 9 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 2.79% | +6.84% | -0.40% | |
| 10 | MSFT | Microsoft CORP | Stock-Tech | 2.77% | +1.15% | +0.59% | |
| 11 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 1.85% | +0.89% | -0.48% | |
| 12 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 1.67% | +1.16% | -1.48% | |
| 13 | RSP | Invesco S&p 500 Equal Weight | ETF-Large Cap & Growth | 1.61% | +0.48% | +25.66% | |
| 14 | VHT | Vanguard Health Care ETF | ETF-Other | 1.50% | +0.57% | +17.57% | |
| 15 | META | Meta Platforms Inc-class A | Stock-Comm Services | 1.41% | +0.76% | -2.80% | |
| 16 | BRK-A | Berkshire Hathaway Inc-cl A | Stock-Other | 1.22% | +0.78% | -9.09% | |
| 17 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 1.17% | +2.39% | +0.62% | |
| 18 | CRM | Salesforce Inc | Stock-Tech | 1.04% | +0.02% | +13.04% | |
| 19 | BSV | Vanguard Short-term Bond ETF | ETF-Other | 1.03% | -1.10% | — | |
| 20 | DIA | Ss Spdr Dow Jones Indus Avg | ETF-Large Cap & Growth | 1.03% | +1.96% | +1.97% | |
| 21 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.85% | +0.70% | +25.68% | |
| 22 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.79% | +0.48% | +183.20% | |
| 23 | FFEB | Ft Vest US Equity Buffer ETF | ETF-Other | 0.78% | -0.85% | +9.24% | |
| 24 | IHI | Ishares U.s. Medical Devices | ETF-Other | 0.78% | -0.61% | +4.41% | |
| 25 | NVDA | Nvidia CORP | Stock-Tech | 0.76% | +0.27% | -0.00% | |
| 26 | YSEP | Ft Vst Int Eq Mb Etf-usd Inc | ETF-Other | 0.75% | -2.58% | -5.55% | |
| 27 | WFC 7.5 PERP LBond | Wells Fargo & Company | Bond | 0.74% | +0.40% | +0.58% | |
| 28 | VNQ | Vanguard Real Estate ETF | ETF-Other | 0.73% | -0.01% | -1.96% | |
| 29 | XLV | Ss Health Care Select Sector | ETF-Other | 0.69% | +0.02% | +2.53% | |
| 30 | NAC | Nuveen Ca Qlty Muni Inc | Stock-Other | 0.68% | -4.81% | +1.20% | |
| 31 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.66% | +0.35% | -1.06% | |
| 32 | NAD | Nuveen Quality Municipal Inc | Stock-Other | 0.66% | -4.33% | -3.32% | |
| 33 | XJUN | Ft Vest U.s. Equity Enhance | ETF-Other | 0.65% | -1.02% | +12.28% | |
| 34 | IEMG | Ishares Core Msci Emerging | ETF-Emerging Markets | 0.64% | -0.38% | +8.91% | |
| 35 | AVGO | Broadcom Inc | Stock-Tech | 0.59% | +0.61% | — | |
| 36 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 0.56% | -0.62% | +4.55% | |
| 37 | WMT | Walmart Inc | Stock-Consumer Staples | 0.55% | -0.11% | -23.66% | |
| 38 | VTV | Vanguard Value ETF | ETF-Other | 0.52% | +0.15% | +28.30% | |
| 39 | ORCL | Oracle CORP | Stock-Tech | 0.52% | +0.04% | +0.28% | |
| 40 | SPHD | Invesco S&p 500 High Dividen | ETF-Large Cap & Growth | 0.50% | -0.57% | -1.67% | |
| 41 | IAU | Ishares Gold Trust | ETF-Commodities | 0.46% | -0.38% | -0.00% | |
| 42 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 0.45% | +0.12% | +10.36% | |
| 43 | GJAN | Ft Vest US Equity Moderate B | ETF-Other | 0.44% | -0.67% | -1.70% | |
| 44 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.42% | +0.31% | -34.65% | |
| 45 | V | Visa Inc-class A Shares | Stock-Financials | 0.42% | +0.19% | -20.11% | |
| 46 | BAC | Bank Of America CORP | Stock-Financials | 0.41% | -0.45% | +3.97% | |
| 47 | ESS | Essex Property Trust Inc | Stock-Real Estate | 0.40% | +0.11% | -1.59% | |
| 48 | PLTR | Palantir Technologies Inc-a | Stock-Tech | 0.39% | -0.11% | -31.43% | |
| 49 | XLU | St Sr Utl Sl Se Spdr Etf-usd | ETF-Other | 0.38% | -0.66% | -5.16% | |
| 50 | SOXL | Direx Dail Semi Bu 3x Et-usd | ETF-Other | 0.37% | +0.18% | +667.35% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | COIN | Coinbase Global, Inc. | +3.2% | NEW | New buy |
| 2 | AVGO | Broadcom Inc | +0.6% | NEW | New buy |
| 3 | AMZN | Amazon.com Inc | +0.5% | +0.51% | Add |
| 4 | COST | Costco Wholesale CORP | +0.5% | +183.20% | Add |
| 5 | OBDC | Blue Owl Capital Corporation | +0.3% | NEW | New buy |
| 6 | SOXL | Direx Dail Semi Bu 3x Et-usd | +0.3% | +667.35% | Add |
| 7 | IBM | Intl Business Machines CORP | +0.2% | +231.67% | Add |
| 8 | EMR | Emerson Electric Co | +0.2% | NEW | New buy |
| 9 | DRI | Darden Restaurants Inc | +0.2% | NEW | New buy |
| 10 | GILD | Gilead Sciences Inc | +0.2% | NEW | New buy |
| 11 | RSP | Invesco S&p 500 Equal Weight | +0.2% | +25.66% | Add |
| 12 | CRM | Salesforce Inc | +0.2% | +13.04% | Add |
| 13 | PCAR | Paccar Inc | +0.2% | NEW | New buy |
| 14 | ADP | Automatic Data Processing | +0.2% | NEW | New buy |
| 15 | TSLA | Tesla Inc | +0.2% | -1.06% | Trim |
| 16 | TXN | Texas Instruments Inc | +0.2% | NEW | New buy |
| 17 | ETN | Eaton Corporation plc | +0.2% | NEW | New buy |
| 18 | BLK | Blackrock Inc | +0.2% | NEW | New buy |
| 19 | HD | Home Depot Inc | +0.2% | +111.59% | Add |
| 20 | ITW | Illinois Tool Works | +0.2% | NEW | New buy |
| 21 | BABA | Alibaba Group Holding-sp Adr | +0.2% | NEW | New buy |
| 22 | UPS | United Parcel Service-cl B | +0.2% | NEW | New buy |
| 23 | CME | Cme Group Inc | +0.2% | NEW | New buy |
| 24 | SOFI | Sofi Technologies Inc | +0.1% | -3.55% | Trim |
| 25 | PG | Procter & Gamble Co/the | +0.1% | +236.84% | Add |
| 26 | MCD | Mcdonald's CORP | +0.1% | +148.96% | Add |
| 27 | PEP | Pepsico Inc | +0.1% | +240.53% | Add |
| 28 | MCHP | Microchip Technology Inc | +0.1% | NEW | New buy |
| 29 | AMGN | Amgen Inc | +0.1% | NEW | New buy |
| 30 | VTV | Vanguard Value ETF | +0.1% | +28.30% | Add |
| 31 | MRK | Merck & Co. Inc. | +0.1% | +63.63% | Add |
| 32 | ASML | ASML Holding N.V. | +0.1% | +270.89% | Add |
| 33 | CAT | Caterpillar Inc | +0.1% | NEW | New buy |
| 34 | USMV | Ishares Msci USA Min Vol Fac | +0.1% | NEW | New buy |
| 35 | PLTR | Palantir Technologies Inc-a | +0.1% | -31.43% | Trim |
| 36 | SDVY | First Trust Smid Cap Rising | +0.1% | +114.37% | Add |
| 37 | JNJ | Johnson & Johnson | +0.1% | +54.34% | Add |
| 38 | BKR | Baker Hughes Co | +0.1% | NEW | New buy |
| 39 | ETHA | Ishares Ethereum Trust ETF | +0.1% | NEW | New buy |
| 40 | XJUN | Ft Vest U.s. Equity Enhance | +0.1% | +12.28% | Add |
| 41 | GJUN | Ft Vest US Equity Moderate B | +0.1% | +47.52% | Add |
| 42 | RECS | Columbia Resear Enh Cor ETF | +0.1% | +37.89% | Add |
| 43 | IXJ | Ishares Global Healthcare Et | +0.1% | NEW | New buy |
| 44 | COP | Conocophillips | +0.1% | NEW | New buy |
| 45 | KBWB | Invesco Kbw Bank ETF | +0.1% | NEW | New buy |
| 46 | PYPL | Paypal Holdings Inc | 0% | +27.37% | Add |
| 47 | FJUN | Ft Vest US Equity Buff Etf-j | 0% | NEW | New buy |
| 48 | GM | General Motors Co | 0% | NEW | New buy |
| 49 | BBJP | Jpmorgan Betabuilders Japan | 0% | NEW | New buy |
| 50 | WFC | Wells Fargo & Co | 0% | NEW | New buy |
According to official SEC Form 13F filings, LM Advisors LLC reported a total U.S. public equity portfolio value of $866.4M across 186 disclosed positions in Q4 2024.
During Q4 2024, LM Advisors LLC's top holdings by market value included AMZN (9.6%)、VOO (7.4%)、SPY (6.1%). The largest single position, AMZN, represented 9.6% of total portfolio value.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
Top New Position Initiated
COIN
市值: $18.0M
Top Position Liquidated / Trimmed
BSCO
前期市值: $1.5M
In Q4 2024, LM Advisors LLC made 167 total portfolio adjustments, initiating 30 new buys, adding to 69 positions, trimming 53 holdings, and fully liquidating 15 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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