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CIK: 0002011314
Total reported value
$866.4M
$866.4M
184 檔
40.6%
At the close of Q2 2025, LM Advisors LLC disclosed equity holdings valued at approximately $866.4M, spread across 184 reported holdings.
In Q2 2025, LM Advisors LLC adopted a defensive or profit-taking posture, trimming 61 positions and completely liquidating 46 holdings to manage risk exposure.
In terms of portfolio concentration, the top 5 core holdings (including MSFT, TSLA, AAPL) accounted for 40.6% of total reported equity market value during Q2 2025.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | MSFT | Microsoft CORP | Stock-Tech | 15.05% | +1.15% | +481.43% | |
| 2 | TSLA | Tesla Inc | Stock-Consumer Disc | 8.80% | +0.35% | +1813.51% | |
| 3 | AAPL | Apple Inc | Stock-Tech | 8.00% | +1.72% | +196.41% | |
| 4 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 7.57% | +2.58% | +7.82% | |
| 5 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 5.87% | +6.14% | +0.95% | |
| 6 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 4.98% | +1.98% | -0.66% | |
| 7 | OMFL | Invesco Russell 1000 Dyn M/f | ETF-Other | 4.67% | -4.96% | -0.73% | |
| 8 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 3.27% | +3.33% | +5.69% | |
| 9 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 2.56% | +1.14% | +0.46% | |
| 10 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 2.22% | +6.84% | -7.40% | |
| 11 | META | Meta Platforms Inc-class A | Stock-Comm Services | 1.48% | +0.76% | +12.72% | |
| 12 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 1.37% | +0.89% | +0.07% | |
| 13 | RSP | Invesco S&p 500 Equal Weight | ETF-Large Cap & Growth | 1.32% | +0.48% | -6.51% | |
| 14 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 1.11% | +1.16% | -12.82% | |
| 15 | VHT | Vanguard Health Care ETF | ETF-Other | 1.06% | +0.57% | -0.04% | |
| 16 | BRK-A | Berkshire Hathaway Inc-cl A | Stock-Other | 0.94% | +0.78% | — | |
| 17 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.93% | +2.39% | +0.98% | |
| 18 | DIA | Ss Spdr Dow Jones Indus Avg | ETF-Large Cap & Growth | 0.83% | +1.96% | +0.68% | |
| 19 | BSV | Vanguard Short-term Bond ETF | ETF-Other | 0.76% | -1.10% | — | |
| 20 | NVDA | Nvidia CORP | Stock-Tech | 0.70% | +0.27% | -23.85% | |
| 21 | PLTR | Palantir Technologies Inc-a | Stock-Tech | 0.69% | -0.11% | +38.32% | |
| 22 | YSEP | Ft Vst Int Eq Mb Etf-usd Inc | ETF-Other | 0.65% | -2.58% | +6.49% | |
| 23 | CRM | Salesforce Inc | Stock-Tech | 0.64% | +0.02% | +2.97% | |
| 24 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.61% | +0.48% | -1.41% | |
| 25 | FFEB | Ft Vest US Equity Buffer ETF | ETF-Other | 0.60% | -0.85% | -0.26% | |
| 26 | WMT | Walmart Inc | Stock-Consumer Staples | 0.55% | -0.11% | +13.70% | |
| 27 | IHI | Ishares U.s. Medical Devices | ETF-Other | 0.55% | -0.61% | -4.49% | |
| 28 | IEMG | Ishares Core Msci Emerging | ETF-Emerging Markets | 0.54% | -0.38% | — | |
| 29 | WFC 7.5 PERP LBond | Wells Fargo & Company | Bond | 0.52% | +0.40% | -0.72% | |
| 30 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.50% | +0.70% | -14.41% | |
| 31 | XJUN | Ft Vest U.s. Equity Enhance | ETF-Other | 0.50% | -1.02% | — | |
| 32 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.49% | +0.31% | +31.16% | |
| 33 | VNQ | Vanguard Real Estate ETF | ETF-Other | 0.47% | -0.01% | -4.29% | |
| 34 | ORCL | Oracle CORP | Stock-Tech | 0.46% | +0.04% | -0.41% | |
| 35 | NAC | Nuveen Ca Qlty Muni Inc | Stock-Other | 0.46% | -4.81% | -5.30% | |
| 36 | IAU | Ishares Gold Trust | ETF-Commodities | 0.45% | -0.38% | — | |
| 37 | NAD | Nuveen Quality Municipal Inc | Stock-Other | 0.45% | -4.33% | — | |
| 38 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 0.44% | -0.62% | -1.55% | |
| 39 | XLV | Ss Health Care Select Sector | ETF-Other | 0.43% | +0.02% | -7.47% | |
| 40 | AVGO | Broadcom Inc | Stock-Tech | 0.42% | +0.61% | -36.01% | |
| 41 | VTV | Vanguard Value ETF | ETF-Other | 0.39% | +0.15% | -0.22% | |
| 42 | OBDC | Blue Owl Capital CORP | Stock-Financials | 0.38% | -2.64% | +71.94% | |
| 43 | V | Visa Inc-class A Shares | Stock-Financials | 0.37% | +0.19% | +10.08% | |
| 44 | GS | Goldman Sachs Group Inc | Stock-Financials | 0.37% | +0.42% | +1.46% | |
| 45 | SPHD | Invesco S&p 500 High Dividen | ETF-Large Cap & Growth | 0.34% | -0.57% | -4.13% | |
| 46 | GJAN | Ft Vest US Equity Moderate B | ETF-Other | 0.32% | -0.67% | -0.31% | |
| 47 | SOFI | Sofi Technologies Inc | Stock-Financials | 0.32% | -1.46% | -3.60% | |
| 48 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 0.31% | -0.14% | +4.21% | |
| 49 | FJUN | Ft Vest US Equity Buff Etf-j | ETF-Other | 0.31% | -0.38% | +700.76% | |
| 50 | BAC | Bank Of America CORP | Stock-Financials | 0.30% | -0.45% | -2.99% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | MSFT | Microsoft CORP | +12.3% | +481.43% | Add |
| 2 | TSLA | Tesla Inc | +8.3% | +1813.51% | Add |
| 3 | AAPL | Apple Inc | +3.9% | +196.41% | Add |
| 4 | PLTR | Palantir Technologies Inc-a | +0.3% | +38.32% | Add |
| 5 | FJUN | Ft Vest US Equity Buff Etf-j | +0.3% | +700.76% | Add |
| 6 | NFLX | Netflix Inc | +0.1% | +136.84% | Add |
| 7 | OBDC | Blue Owl Capital CORP | +0.1% | +71.94% | Add |
| 8 | KKR | Kkr & Co Inc | +0.1% | NEW | New buy |
| 9 | FSEP | Ft Vest U.s. Equity Buffer E | +0.1% | NEW | New buy |
| 10 | JPM | Jpmorgan Chase & Co | +0.1% | +31.16% | Add |
| 11 | MCK | Mckesson CORP | +0.1% | NEW | New buy |
| 12 | MRNA | Moderna Inc | +0.1% | NEW | New buy |
| 13 | LQD | Ishr Ibx Usd Invgd Cb Etf-ui | +0.1% | NEW | New buy |
| 14 | META | Meta Platforms Inc-class A | 0% | +12.72% | Add |
| 15 | ORCL | Oracle CORP | 0% | -0.41% | Trim |
| 16 | CRWD | Crowdstrike Holdings Inc - A | 0% | +34.42% | Add |
| 17 | AGG | Ishares Core U.s. Aggregate | 0% | NEW | New buy |
| 18 | INFL | Horizon Kinetics Infl Benef | 0% | NEW | New buy |
| 19 | ETHA | Ishares Ethereum Trust ETF | 0% | NEW | New buy |
| 20 | SOFI | Sofi Technologies Inc | 0% | -3.60% | Trim |
| 21 | AMD | Advanced Micro Devices | 0% | +20.20% | Add |
| 22 | ODD | Oddity Tech Ltd. | 0% | NEW | New buy |
| 23 | HTZ | Hertz Global Hldgs Inc | 0% | NEW | New buy |
| 24 | RSPG | Invesco S&p 500 Equal Weight | 0% | NEW | New buy |
| 25 | ON | On Semiconductor | 0% | NEW | New buy |
| 26 | WFC | Wells Fargo & Co | 0% | NEW | New buy |
| 27 | HLT | Hilton Worldwide Holdings In | 0% | NEW | New buy |
| 28 | STWD | Starwood Property Trust Inc | 0% | NEW | New buy |
| 29 | SBAC | Sba Communications CORP | 0% | +35.49% | Add |
| 30 | IBIT | Ishares Bitcoin Trust ETF | 0% | +8.39% | Add |
| 31 | PANW | Palo Alto Networks Inc | 0% | +33.85% | Add |
| 32 | BLK | Blackrock Inc | — | +32.33% | Add |
| 33 | BX | Blackstone Inc | — | +29.17% | Add |
| 34 | SOXL | Direx Dail Semi Bu 3x Et-usd | — | — | Unchanged |
| 35 | MELI | Mercadolibre Inc | — | +2.92% | Add |
| 36 | SMH | Vaneck Semiconductor ETF | — | +4.85% | Add |
| 37 | C | Citigroup Inc | 0% | +11.09% | Add |
| 38 | MS | Morgan Stanley | 0% | +6.36% | Add |
| 39 | O | Realty Income CORP | 0% | +25.11% | Add |
| 40 | ITA | Ishares U.s. Aerospace & Def | 0% | — | Unchanged |
| 41 | BA | Boeing Co/the | 0% | -0.27% | Trim |
| 42 | PLD | Prologis Inc | 0% | +41.06% | Add |
| 43 | SHOP | Shopify Inc - Class A | 0% | +2.22% | Add |
| 44 | TGT | Target CORP | 0% | +22.37% | Add |
| 45 | KLAC | Kla CORP | 0% | -0.78% | Trim |
| 46 | SOXX | Ishares Semiconductor ETF | 0% | — | Unchanged |
| 47 | IGM | Ishares Expanded Tech Sector | 0% | — | Unchanged |
| 48 | NOW | Servicenow Inc | 0% | -1.54% | Trim |
| 49 | TSM | Taiwan Semiconductor-sp Adr | 0% | -10.60% | Trim |
| 50 | VOT | Vanguard Mid-cap Growth ETF | 0% | — | Unchanged |
According to official SEC Form 13F filings, LM Advisors LLC reported a total U.S. public equity portfolio value of $866.4M across 184 disclosed positions in Q2 2025.
During Q2 2025, LM Advisors LLC's top holdings by market value included MSFT (15.1%)、TSLA (8.8%)、AAPL (8.0%). The largest single position, MSFT, represented 15.1% 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
KKR
市值: $466.0K
Top Position Liquidated / Trimmed
GILD
前期市值: $1.5M
In Q2 2025, LM Advisors LLC made 171 total portfolio adjustments, initiating 15 new buys, adding to 49 positions, trimming 61 holdings, and fully liquidating 46 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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