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CIK: 0002011314
Total reported value
$866.4M
$866.4M
215 檔
20.8%
The Q1 2025 SEC filing reveals that LM Advisors LLC held a total portfolio value of $866.4M, covering 215 public equity positions.
In Q1 2025, LM Advisors LLC displayed an active expansion posture, initiating 36 new positions and adding to 91 existing holdings, outstripping position reductions.
In terms of portfolio concentration, the top 5 core holdings (including AMZN, VOO, SPY) accounted for 20.8% of total reported equity market value during Q1 2025.
Showing top 200 holdings (of 215 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 8.52% | +2.58% | +2.10% | |
| 2 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 7.36% | +6.14% | +2.96% | |
| 3 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 6.35% | +1.98% | +8.37% | |
| 4 | OMFL | Invesco Russell 1000 Dyn M/f | ETF-Other | 6.07% | -4.96% | +1.11% | |
| 5 | AAPL | Apple Inc | Stock-Tech | 4.09% | +1.72% | +5.20% | |
| 6 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 3.81% | +3.33% | +0.59% | |
| 7 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 3.38% | +1.14% | +3.37% | |
| 8 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 2.85% | +6.84% | +10.66% | |
| 9 | MSFT | Microsoft CORP | Stock-Tech | 2.73% | +1.15% | +10.16% | |
| 10 | RSP | Invesco S&p 500 Equal Weight | ETF-Large Cap & Growth | 1.88% | +0.48% | +17.51% | |
| 11 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 1.73% | +0.89% | -2.21% | |
| 12 | VHT | Vanguard Health Care ETF | ETF-Other | 1.58% | +0.57% | +0.25% | |
| 13 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 1.56% | +1.16% | +13.69% | |
| 14 | BRK-A | Berkshire Hathaway Inc-cl A | Stock-Other | 1.44% | +0.78% | — | |
| 15 | META | Meta Platforms Inc-class A | Stock-Comm Services | 1.44% | +0.76% | +3.13% | |
| 16 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 1.41% | +2.39% | +2.16% | |
| 17 | DIA | Ss Spdr Dow Jones Indus Avg | ETF-Large Cap & Growth | 1.10% | +1.96% | +8.25% | |
| 18 | BSV | Vanguard Short-term Bond ETF | ETF-Other | 1.05% | -1.10% | — | |
| 19 | NVDA | Nvidia CORP | Stock-Tech | 0.88% | +0.27% | +43.43% | |
| 20 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.87% | +0.70% | -4.24% | |
| 21 | CRM | Salesforce Inc | Stock-Tech | 0.85% | +0.02% | +1.19% | |
| 22 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.82% | +0.48% | -0.35% | |
| 23 | YSEP | Ft Vst Int Eq Mb Etf-usd Inc | ETF-Other | 0.80% | -2.58% | +1.63% | |
| 24 | FFEB | Ft Vest US Equity Buffer ETF | ETF-Other | 0.78% | -0.85% | +1.47% | |
| 25 | IHI | Ishares U.s. Medical Devices | ETF-Other | 0.77% | -0.61% | -4.47% | |
| 26 | WFC 7.5 PERP LBond | Wells Fargo & Company | Bond | 0.75% | +0.40% | +0.73% | |
| 27 | XLV | Ss Health Care Select Sector | ETF-Other | 0.70% | +0.02% | -4.42% | |
| 28 | VNQ | Vanguard Real Estate ETF | ETF-Other | 0.70% | -0.01% | -6.50% | |
| 29 | NAC | Nuveen Ca Qlty Muni Inc | Stock-Other | 0.68% | -4.81% | -0.21% | |
| 30 | IEMG | Ishares Core Msci Emerging | ETF-Emerging Markets | 0.68% | -0.38% | +1.77% | |
| 31 | XJUN | Ft Vest U.s. Equity Enhance | ETF-Other | 0.65% | -1.02% | -0.31% | |
| 32 | NAD | Nuveen Quality Municipal Inc | Stock-Other | 0.64% | -4.33% | -1.91% | |
| 33 | WMT | Walmart Inc | Stock-Consumer Staples | 0.61% | -0.11% | +13.41% | |
| 34 | IAU | Ishares Gold Trust | ETF-Commodities | 0.60% | -0.38% | +7.25% | |
| 35 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 0.58% | -0.62% | -0.78% | |
| 36 | AVGO | Broadcom Inc | Stock-Tech | 0.56% | +0.61% | +30.96% | |
| 37 | VTV | Vanguard Value ETF | ETF-Other | 0.54% | +0.15% | -0.40% | |
| 38 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.52% | +0.35% | +23.52% | |
| 39 | SPHD | Invesco S&p 500 High Dividen | ETF-Large Cap & Growth | 0.52% | -0.57% | +0.87% | |
| 40 | V | Visa Inc-class A Shares | Stock-Financials | 0.47% | +0.19% | +0.66% | |
| 41 | MA | Mastercard Inc - A | Stock-Financials | 0.45% | +0.12% | +50.67% | |
| 42 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.44% | +0.31% | +0.49% | |
| 43 | MRK | Merck & Co. Inc. | Stock-Healthcare | 0.44% | -0.02% | +34.43% | |
| 44 | MDY | State Street Spdr S&p Midcap | ETF-Other | 0.43% | +0.25% | +59.56% | |
| 45 | PLTR | Palantir Technologies Inc-a | Stock-Tech | 0.43% | -0.11% | -1.99% | |
| 46 | ETN | Eaton Corporation plc | Stock-Industrials | 0.42% | +0.08% | +223.11% | |
| 47 | GJAN | Ft Vest US Equity Moderate B | ETF-Other | 0.42% | -0.67% | -2.15% | |
| 48 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.42% | +0.12% | +14.14% | |
| 49 | ORCL | Oracle CORP | Stock-Tech | 0.42% | +0.04% | -4.53% | |
| 50 | XLU | St Sr Utl Sl Se Spdr Etf-usd | ETF-Other | 0.41% | -0.66% | +1.77% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | OBDC | Blue Owl Capital CORP | +0.3% | NEW | New buy |
| 2 | RSP | Invesco S&p 500 Equal Weight | +0.3% | +17.51% | Add |
| 3 | ETN | Eaton Corporation plc | +0.3% | +223.11% | Add |
| 4 | BRK-B | Berkshire Hathaway Inc-cl B | +0.2% | +2.16% | Add |
| 5 | SPY | Ss Spdr S&p 500 ETF Trust-us | +0.2% | +8.37% | Add |
| 6 | MSI | Motorola Solutions Inc | +0.2% | NEW | New buy |
| 7 | BRK-A | Berkshire Hathaway Inc-cl A | +0.2% | — | Unchanged |
| 8 | FLEX | Flex Ltd. | +0.2% | NEW | New buy |
| 9 | MSDL | Morgan Stanley Direct Lendin | +0.2% | +236.06% | Add |
| 10 | LOW | Lowe's Cos Inc | +0.2% | NEW | New buy |
| 11 | RGA | Reinsurance Group Of America | +0.2% | NEW | New buy |
| 12 | MA | Mastercard Inc - A | +0.2% | +50.67% | Add |
| 13 | AMP | Ameriprise Financial Inc | +0.2% | NEW | New buy |
| 14 | BKNG | Booking Holdings Inc | +0.2% | NEW | New buy |
| 15 | AMT | American Tower CORP | +0.1% | +172.68% | Add |
| 16 | MDY | State Street Spdr S&p Midcap | +0.1% | +59.56% | Add |
| 17 | PNC | Pnc Financial Services Group | +0.1% | NEW | New buy |
| 18 | ABT | Abbott Laboratories | +0.1% | +103.88% | Add |
| 19 | CARR | Carrier Global CORP | +0.1% | NEW | New buy |
| 20 | IAU | Ishares Gold Trust | +0.1% | +7.25% | Add |
| 21 | CL | Colgate-palmolive Co | +0.1% | NEW | New buy |
| 22 | OC | Owens Corning | +0.1% | NEW | New buy |
| 23 | CDNS | Cadence Design Sys Inc | +0.1% | NEW | New buy |
| 24 | AYI | Acuity Inc | +0.1% | NEW | New buy |
| 25 | NVDA | Nvidia CORP | +0.1% | +43.43% | Add |
| 26 | A | Agilent Technologies Inc | +0.1% | NEW | New buy |
| 27 | OXY | Occidental Petroleum CORP | +0.1% | NEW | New buy |
| 28 | WDAY | Workday Inc-class A | +0.1% | NEW | New buy |
| 29 | AMD | Advanced Micro Devices | +0.1% | +228.26% | Add |
| 30 | JNJ | Johnson & Johnson | +0.1% | +14.14% | Add |
| 31 | ECL | Ecolab Inc | +0.1% | NEW | New buy |
| 32 | RECS | Columbia Resear Enh Cor ETF | +0.1% | +74.42% | Add |
| 33 | VIG | Vanguard Dividend Apprec ETF | +0.1% | +3.37% | Add |
| 34 | ALL | Allstate CORP | +0.1% | NEW | New buy |
| 35 | BABA | Alibaba Group Holding-sp Adr | +0.1% | +1.39% | Add |
| 36 | NICE | Nice LTD - Spon Adr | +0.1% | NEW | New buy |
| 37 | ABBV | Abbvie Inc | +0.1% | NEW | New buy |
| 38 | BF-B | Brown-forman Corp-class B | +0.1% | NEW | New buy |
| 39 | BNY | Bank Of New York Mellon CORP | +0.1% | +126.43% | Add |
| 40 | NCLH | Norwegian Cruise Line Holdings Ltd. | +0.1% | NEW | New buy |
| 41 | ELV | Elevance Health Inc | +0.1% | NEW | New buy |
| 42 | NXPI | NXP Semiconductors N.V. | +0.1% | NEW | New buy |
| 43 | MRK | Merck & Co. Inc. | +0.1% | +34.43% | Add |
| 44 | VHT | Vanguard Health Care ETF | +0.1% | +0.25% | Add |
| 45 | GILD | Gilead Sciences Inc | +0.1% | +12.63% | Add |
| 46 | DIA | Ss Spdr Dow Jones Indus Avg | +0.1% | +8.25% | Add |
| 47 | ACGL | Arch Capital Group Ltd. | +0.1% | NEW | New buy |
| 48 | BND | Vanguard Total Bond Market | +0.1% | NEW | New buy |
| 49 | WMT | Walmart Inc | +0.1% | +13.41% | Add |
| 50 | BKR | Baker Hughes Co | +0.1% | +67.55% | Add |
According to official SEC Form 13F filings, LM Advisors LLC reported a total U.S. public equity portfolio value of $866.4M across 215 disclosed positions in Q1 2025.
During Q1 2025, LM Advisors LLC's top holdings by market value included AMZN (8.5%)、VOO (7.4%)、SPY (6.3%). The largest single position, AMZN, represented 8.5% 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
OBDC
市值: $1.8M
Top Position Liquidated / Trimmed
COIN
前期市值: $18.0M
In Q1 2025, LM Advisors LLC made 185 total portfolio adjustments, initiating 36 new buys, adding to 91 positions, trimming 51 holdings, and fully liquidating 7 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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