The Analysis of LM Advisors LLC's Holdings
Currently, LM Advisors LLC holds 207 types of securities in its portfolio with a total value $694.2K. In the most recent quarter, they have increased their positions in SPY (+229.2K shares, valued at $35.7K), QQQ (+37.4K shares, valued at $22.4K), BRK.B (+22.3K shares, valued at $11.2K); decreased their positions in MSFT (-199.9K shares, valued at $103.6K), TSLA (-206.1K shares, valued at $91.6K), AAPL (-197.6K shares, valued at $50.3K); initiated new positions in EEMV (+59.8K shares, valued at $4.4K), TQQQ (+11.0K shares, valued at $1.1K), SPXL (+4.1K shares, valued at $860). Stock Holdings
TickerCompany NameSharesShares âŗ%Event DateReport DateHistory
AMZN AMAZON COM INC COM269.4K shares0.47%2025-09-302025-11-13
VOO VANGUARD INDEX FDS S&P 500 ETF SHS88.5K shares10.29%2025-09-302025-11-13 SPY SPDR S&P 500 ETF TR TR UNIT291.9K shares365.98%2025-09-302025-11-13 QQQ INVESCO QQQ TR UNIT SER 168.6K shares119.56%2025-09-302025-11-13 OMFL INVESCO EXCH TRD SLF IDX FD RUSL 1000 DYNM622.5K shares-0.86%2025-09-302025-11-13 GOOG ALPHABET INC CAP STK CL C138.0K shares-3.55%2025-09-302025-11-13 AAPL APPLE INC COM105.5K shares-65.20%2025-09-302025-11-13 VIG VANGUARD SPECIALIZED FUNDS DIV APP ETF99.9K shares2.76%2025-09-302025-11-13 BRK.B BERKSHIRE HATHAWAY INC DEL CL B NEW37.2K shares150.24%2025-09-302025-11-13 MSFT MICROSOFT CORP COM35.1K shares-85.05%2025-09-302025-11-13 DIA SPDR DOW JONES INDL AVERAGE UT SER 136.6K shares149.25%2025-09-302025-11-13 META META PLATFORMS INC CL A16.2K shares3.50%2025-09-302025-11-13 GOOGL ALPHABET INC CAP STK CL A48.7K shares-0.10%2025-09-302025-11-13 VTI VANGUARD INDEX FDS TOTAL STK MKT34.9K shares0.00%2025-09-302025-11-13 RSP INVESCO EXCHANGE TRADED FD T S&P500 EQL WGT57.9K shares2.91%2025-09-302025-11-13 VHT VANGUARD WORLD FD HEALTH CAR ETF31.7K shares-4.10%2025-09-302025-11-13 BRK.A BERKSHIRE HATHAWAY INC DEL CL A10 shares0.00%2025-09-302025-11-13 PLTR PALANTIR TECHNOLOGIES INC CL A39.5K shares0.51%2025-09-302025-11-13 NVDA NVIDIA CORPORATION COM36.2K shares5.40%2025-09-302025-11-13 BSV VANGUARD BD INDEX FDS SHORT TRM BOND74.7K shares0.00%2025-09-302025-11-13 YSEP FIRST TR EXCHNG TRADED FD VI FT VEST INT EQ M209.9K shares0.96%2025-09-302025-11-13 AVGO BROADCOM INC COM15.4K shares29.04%2025-09-302025-11-13 FFEB FIRST TR EXCHNG TRADED FD VI FT VEST US EQT91.7K shares3.45%2025-09-302025-11-13 WMT WALMART INC COM46.3K shares5.59%2025-09-302025-11-13 ORCL ORACLE CORP COM16.4K shares-0.41%2025-09-302025-11-13 IEMG ISHARES INC CORE MSCI EMKT69.0K shares-0.74%2025-09-302025-11-13 COST COSTCO WHSL CORP NEW COM4.8K shares0.00%2025-09-302025-11-13 EEMV ISHARES INC MSCI EMERG MRKT59.8K sharesnew addition2025-09-302025-11-13 WFC-PL WELLS FARGO CO NEW PERP PFD CNV A3.5K shares0.46%2025-09-302025-11-13 CRM SALESFORCE INC COM17.9K shares-1.29%2025-09-302025-11-13 JPM JPMORGAN CHASE & CO. COM13.2K shares0.84%2025-09-302025-11-13 TSLA TESLA INC COM9.2K shares-95.73%2025-09-302025-11-13 GLD SPDR GOLD TR GOLD SHS11.3K shares206.23%2025-09-302025-11-13 XJUN FIRST TR EXCHNG TRADED FD VI FT VEST U.S94.4K shares0.00%2025-09-302025-11-13 IAU ISHARES GOLD TR ISHARES NEW54.5K shares-3.01%2025-09-302025-11-13 LLY ELI LILLY & CO COM5.0K shares0.08%2025-09-302025-11-13 IHI ISHARES TR U.S. MED DVC ETF63.0K shares-7.09%2025-09-302025-11-13 VWO VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF69.4K shares-0.71%2025-09-302025-11-13 IWV ISHARES TR RUSSELL 3000 ETF9.8K shares884.90%2025-09-302025-11-13 NAC NUVEEN CA QUALTY MUN INCOME COM320.0K shares0.00%2025-09-302025-11-13 NAD NUVEEN QUALITY MUNCP INCOME COM305.4K shares-0.94%2025-09-302025-11-13 XLV SELECT SECTOR SPDR TR SBI HEALTHCARE25.0K shares1.34%2025-09-302025-11-13 SOFI SOFI TECHNOLOGIES INC COM126.5K shares-6.02%2025-09-302025-11-13 SDVY FIRST TR EXCHANGE-TRADED FD SMID RISNG ETF87.4K shares217.52%2025-09-302025-11-13 GS GOLDMAN SACHS GROUP INC COM4.0K shares-0.35%2025-09-302025-11-13 VTV VANGUARD INDEX FDS VALUE ETF17.1K shares-0.59%2025-09-302025-11-13 IEFA ISHARES TR CORE MSCI EAFE34.4K shares20.34%2025-09-302025-11-13 IBIT ISHARES BITCOIN TRUST ETF SHS BEN INT44.1K shares200.72%2025-09-302025-11-13 SPHD INVESCO EXCH TRADED FD TR II S&P500 HDL VOL56.6K shares1.76%2025-09-302025-11-13 V VISA INC COM CL A8.2K shares-0.09%2025-09-302025-11-13 GJAN FIRST TR EXCHNG TRADED FD VI FT VEST US EQT62.0K shares0.59%2025-09-302025-11-13 FJUN FIRST TR EXCHNG TRADED FD VI FT VEST US EQT44.2K shares0.00%2025-09-302025-11-13 XLU SELECT SECTOR SPDR TR SBI INT-UTILS28.2K shares-0.23%2025-09-302025-11-13 EWJ ISHARES INC MSCI JPN ETF NEW30.3K shares0.00%2025-09-302025-11-13 MDY SPDR S&P MIDCAP 400 ETF TR UTSER1 S&PDCRP3.9K shares36.57%2025-09-302025-11-13 DGRW WISDOMTREE TR US QTLY DIV GRT24.9K shares6.55%2025-09-302025-11-13 MA MASTERCARD INCORPORATED CL A3.8K shares-3.09%2025-09-302025-11-13 BAC BANK AMERICA CORP COM40.9K shares-18.04%2025-09-302025-11-13 RECS COLUMBIA ETF TR I RESH ENHNC COR50.7K shares24.97%2025-09-302025-11-13 QCOM QUALCOMM INC COM11.7K shares0.00%2025-09-302025-11-13 VGT VANGUARD WORLD FD INF TECH ETF2.6K shares0.00%2025-09-302025-11-13 XLF SELECT SECTOR SPDR TR FINANCIAL35.5K shares4.68%2025-09-302025-11-13 ADBE ADOBE INC COM5.3K shares301.43%2025-09-302025-11-13 IVV ISHARES TR CORE S&P500 ETF2.7K shares0.00%2025-09-302025-11-13 AMD ADVANCED MICRO DEVICES INC COM11.3K shares12.55%2025-09-302025-11-13 BYM BLACKROCK MUN INCOME QUALITY COM165.4K shares0.33%2025-09-302025-11-13 C CITIGROUP INC COM NEW17.7K shares-10.15%2025-09-302025-11-13 ESS ESSEX PPTY TR INC COM6.6K shares-3.90%2025-09-302025-11-13 JNJ JOHNSON & JOHNSON COM9.1K shares6.95%2025-09-302025-11-13 DIS DISNEY WALT CO COM14.6K shares11.29%2025-09-302025-11-13 OBDC BLUE OWL CAPITAL CORPORATION COM126.6K shares-38.72%2025-09-302025-11-13 UNH UNITEDHEALTH GROUP INC COM4.7K shares45.59%2025-09-302025-11-13 NFLX NETFLIX INC COM1.3K shares6.35%2025-09-302025-11-13 YMAR FIRST TR EXCHNG TRADED FD VI FT VEST INTER EQ58.7K shares-1.78%2025-09-302025-11-13 SHV ISHARES TR SHORT TREAS BD13.6K shares0.00%2025-09-302025-11-13 DIVD EA SERIES TRUST ALTRIUS GBL DIV40.6K shares28.91%2025-09-302025-11-13 MRK MERCK & CO INC COM17.4K shares12.99%2025-09-302025-11-13 IWF ISHARES TR RUS 1000 GRW ETF3.0K shares29.42%2025-09-302025-11-13 SBAC SBA COMMUNICATIONS CORP NEW CL A7.1K shares-2.75%2025-09-302025-11-13 BLK BLACKROCK INC COM1.1K shares0.00%2025-09-302025-11-13 TMO THERMO FISHER SCIENTIFIC INC COM2.5K shares-1.13%2025-09-302025-11-13 BX BLACKSTONE INC COM7.2K shares-9.48%2025-09-302025-11-13 GJUN FIRST TR EXCHNG TRADED FD VI FT VEST U.S EQT31.3K shares0.00%2025-09-302025-11-13 NEE NEXTERA ENERGY INC COM15.6K shares0.00%2025-09-302025-11-13 TQQQ PROSHARES TR ULTRAPRO QQQ11.0K sharesnew addition2025-09-302025-11-13 VZ VERIZON COMMUNICATIONS INC COM25.3K shares0.01%2025-09-302025-11-13 CRWD CROWDSTRIKE HLDGS INC CL A2.2K shares12.80%2025-09-302025-11-13 ETN EATON CORP PLC SHS2.8K shares-2.44%2025-09-302025-11-13 HD HOME DEPOT INC COM2.5K shares0.00%2025-09-302025-11-13 BSTZ BLACKROCK SCIENCE & TECHNOLO SHS BEN INT45.5K shares-8.68%2025-09-302025-11-13 CIBR FIRST TR EXCHANGE TRADED FD NASDAQ CYB ETF13.1K shares0.00%2025-09-302025-11-13 MS MORGAN STANLEY COM NEW6.1K shares0.00%2025-09-302025-11-13 IBB ISHARES TR ISHARES BIOTECH6.6K shares0.00%2025-09-302025-11-13 PANW PALO ALTO NETWORKS INC COM4.6K shares52.96%2025-09-302025-11-13 PPA INVESCO EXCHANGE TRADED FD T AEROSPACE DEFN6.0K shares0.00%2025-09-302025-11-13 LMT LOCKHEED MARTIN CORP COM1.9K shares4.61%2025-09-302025-11-13 RSPH INVESCO EXCHANGE TRADED FD T S&P500 EQL HLT31.6K shares-8.41%2025-09-302025-11-13 MSDL MORGAN STANLEY DIRECT LENDIN COM SHS55.8K shares-1.86%2025-09-302025-11-13 XOM EXXON MOBIL CORP COM8.2K shares0.00%2025-09-302025-11-13 CMF ISHARES TR CALIF MUN BD ETF16.0K shares0.00%2025-09-302025-11-13 MUST COLUMBIA ETF TR I MULTI SEC MUNI43.3K shares6.42%2025-09-302025-11-13 XBI SPDR SERIES TRUST S&P BIOTECH8.8K shares-1.32%2025-09-302025-11-13 SPXL DIREXION SHS ETF TR DRX S&P500BULL4.1K sharesnew addition2025-09-302025-11-13 ITA ISHARES TR US AER DEF ETF4.0K shares0.00%2025-09-302025-11-13 O REALTY INCOME CORP COM13.2K shares-11.09%2025-09-302025-11-13 KO COCA COLA CO COM12.0K shares0.00%2025-09-302025-11-13 ASML ASML HOLDING N V N Y REGISTRY SHS820 shares6.49%2025-09-302025-11-13 FMAR FIRST TR EXCHNG TRADED FD VI FT VEST US EQT16.3K shares0.00%2025-09-302025-11-13 LTH LIFE TIME GROUP HOLDINGS INC COMMON STOCK26.0K sharesnew addition2025-09-302025-11-13 IIGD INVESCO EXCH TRD SLF IDX FD INVT GRD DEFSV28.5K shares0.00%2025-09-302025-11-13 UDOW PROSHARES TR ULTRPRO DOW306.6K sharesnew addition2025-09-302025-11-13 IBM INTERNATIONAL BUSINESS MACHS COM2.5K shares0.00%2025-09-302025-11-13 CVX CHEVRON CORP NEW COM4.5K shares0.00%2025-09-302025-11-13 AXP AMERICAN EXPRESS CO COM2.1K shares0.00%2025-09-302025-11-13 FJUL FIRST TR EXCHNG TRADED FD VI FT VEST US EQT12.0K shares0.00%2025-09-302025-11-13 ELV ELEVANCE HEALTH INC FORMERLY COM2.0K shares100.00%2025-09-302025-11-13 BA BOEING CO COM2.9K shares0.00%2025-09-302025-11-13 EFSC ENTERPRISE FINL SVCS CORP COM10.8K shares0.00%2025-09-302025-11-13 ETHA ISHARES ETHEREUM TR SHS19.7K shares37.77%2025-09-302025-11-13 IJH ISHARES TR CORE S&P MCP ETF9.5K shares0.00%2025-09-302025-11-13 RTX RTX CORPORATION COM3.6K shares19.00%2025-09-302025-11-13 XMAR FIRST TR EXCHNG TRADED FD VI FT VEST US EQT15.4K shares0.00%2025-09-302025-11-13 IWD ISHARES TR RUS 1000 VAL ETF2.9K shares0.00%2025-09-302025-11-13 BXSL BLACKSTONE SECD LENDING FD COMMON STOCK22.1K shares0.00%2025-09-302025-11-13 VGK VANGUARD INTL EQUITY INDEX F FTSE EUROPE ETF7.4K shares0.00%2025-09-302025-11-13 UPRO PROSHARES TR ULTRPRO S&P5005.3K sharesnew addition2025-09-302025-11-13 MELI MERCADOLIBRE INC COM247 shares0.00%2025-09-302025-11-13 SHOP SHOPIFY INC CL A SUB VTG SHS3.8K shares-5.56%2025-09-302025-11-13 ACP ABRDN INCOME CREDIT STRATEGI COM97.2K shares0.00%2025-09-302025-11-13 VTEB VANGUARD MUN BD FDS TAX EXEMPT BD11.2K shares0.00%2025-09-302025-11-13 MRVL MARVELL TECHNOLOGY INC COM6.6K sharesnew addition2025-09-302025-11-13 PFE PFIZER INC COM21.2K shares-2.30%2025-09-302025-11-13 NDMO NUVEEN DYNAMIC MUN OPPORTUNI COM SHS50.7K shares0.00%2025-09-302025-11-13 FSEP FIRST TR EXCHNG TRADED FD VI FT VEST US EQT10.0K shares11.11%2025-09-302025-11-13 PYPL PAYPAL HLDGS INC COM7.5K shares-7.53%2025-09-302025-11-13 VXF VANGUARD INDEX FDS EXTEND MKT ETF2.4K shares0.00%2025-09-302025-11-13 MCD MCDONALDS CORP COM1.6K shares-13.35%2025-09-302025-11-13 AMT AMERICAN TOWER CORP NEW COM2.4K shares33.90%2025-09-302025-11-13 SMH VANECK ETF TRUST SEMICONDUCTR ETF1.4K shares13.46%2025-09-302025-11-13 IWM ISHARES TR RUSSELL 2000 ETF1.9K shares-13.05%2025-09-302025-11-13 MCK MCKESSON CORP COM580 shares0.00%2025-09-302025-11-13 PLD PROLOGIS INC. COM3.9K shares0.08%2025-09-302025-11-13 ABT ABBOTT LABS COM3.1K shares-2.03%2025-09-302025-11-13 SPGI S&P GLOBAL INC COM834 shares0.00%2025-09-302025-11-13 BABA ALIBABA GROUP HLDG LTD SPONSORED ADS2.2K sharesnew addition2025-09-302025-11-13 SOXX ISHARES TR ISHARES SEMICDTR1.4K shares0.00%2025-09-302025-11-13 BK BANK NEW YORK MELLON CORP COM3.5K shares0.00%2025-09-302025-11-13 IGM ISHARES TR EXPND TEC SC ETF3.0K shares0.00%2025-09-302025-11-13 AI C3 AI INC CL A21.4K sharesnew addition2025-09-302025-11-13 AGG ISHARES TR CORE US AGGBD ET3.7K shares13.23%2025-09-302025-11-13 LQD ISHARES TR IBOXX INV CP ETF3.3K shares0.00%2025-09-302025-11-13 BIRK BIRKENSTOCK HOLDING PLC COM SHS7.7K sharesnew addition2025-09-302025-11-13 BBJP J P MORGAN EXCHANGE TRADED F BETABULDRS JAPAN5.2K shares0.00%2025-09-302025-11-13 MRNA MODERNA INC COM13.3K shares0.00%2025-09-302025-11-13 PG PROCTER AND GAMBLE CO COM2.2K shares0.00%2025-09-302025-11-13 VOT VANGUARD INDEX FDS MCAP GR IDXVIP1.1K shares0.00%2025-09-302025-11-13 TSM TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS1.2K shares4.92%2025-09-302025-11-13 IXJ ISHARES TR GLOB HLTHCRE ETF3.7K shares0.00%2025-09-302025-11-13 GMAR FIRST TR EXCHNG TRADED FD VI FT VEST U.S EQT8.2K shares0.00%2025-09-302025-11-13 XLE SELECT SECTOR SPDR TR ENERGY3.7K shares21.52%2025-09-302025-11-13 ABNB AIRBNB INC COM CL A2.7K sharesnew addition2025-09-302025-11-13 ORLY OREILLY AUTOMOTIVE INC COM3.0K shares0.00%2025-09-302025-11-13 BND VANGUARD BD INDEX FDS TOTAL BND MRKT4.3K shares0.00%2025-09-302025-11-13 NKE NIKE INC CL B4.6K shares-2.74%2025-09-302025-11-13 TGT TARGET CORP COM3.6K shares-40.54%2025-09-302025-11-13 DGRO ISHARES TR CORE DIV GRWTH4.7K shares0.00%2025-09-302025-11-13 EEM ISHARES TR MSCI EMG MKT ETF5.9K shares0.00%2025-09-302025-11-13 GM GENERAL MTRS CO COM5.2K shares20.74%2025-09-302025-11-13 INFL LISTED FDS TR HORIZON KINETICS7.1K shares0.00%2025-09-302025-11-13 KBWB INVESCO EXCH TRADED FD TR II KBW BK ETF4.0K shares0.00%2025-09-302025-11-13 CHKP CHECK POINT SOFTWARE TECH LT ORD1.5K shares0.00%2025-09-302025-11-13 KLAC KLA CORP COM NEW280 shares-26.32%2025-09-302025-11-13 FEZ SPDR INDEX SHS FDS EURO STOXX 504.8K shares0.00%2025-09-302025-11-13 GE GE AEROSPACE COM NEW945 shares0.00%2025-09-302025-11-13 DJP BARCLAYS BANK PLC DJUBS CMDT ETN368.0K sharesnew addition2025-09-302025-11-13 IREN IREN LIMITED ORDINARY SHARES6.0K sharesnew addition2025-09-302025-11-13 SDY SPDR SERIES TRUST S&P DIVID ETF2.0K shares0.00%2025-09-302025-11-13 MUC BLACKROCK MUNIHLDNGS CALI QL COM25.6K shares-11.36%2025-09-302025-11-13 ITOT ISHARES TR CORE S&P TTL STK1.9K shares0.00%2025-09-302025-11-13 BSX BOSTON SCIENTIFIC CORP COM2.8K shares3.59%2025-09-302025-11-13 STT STATE STR CORP COM2.3K shares0.00%2025-09-302025-11-13 RSI RUSH STREET INTERACTIVE INC COM13.0K sharesnew addition2025-09-302025-11-13 COP CONOCOPHILLIPS COM2.6K shares0.00%2025-09-302025-11-13 HTZ HERTZ GLOBAL HLDGS INC COM NEW36.6K shares0.00%2025-09-302025-11-13 GEV GE VERNOVA INC COM399 sharesnew addition2025-09-302025-11-13 RSPG INVESCO EXCHANGE TRADED FD T S&P500 EQL ENR3.1K shares0.00%2025-09-302025-11-13 WYNN WYNN RESORTS LTD COM1.9K sharesnew addition2025-09-302025-11-13 GSK GSK PLC SPONSORED ADR5.5K shares-3.43%2025-09-302025-11-13 FCX FREEPORT-MCMORAN INC CL B6.1K shares0.00%2025-09-302025-11-13 IGV ISHARES TR EXPANDED TECH2.1K sharesnew addition2025-09-302025-11-13 PSX PHILLIPS 66 COM1.7K shares0.00%2025-09-302025-11-13 NOW SERVICENOW INC COM257 shares0.78%2025-09-302025-11-13 VNQ VANGUARD INDEX FDS REAL ESTATE ETF2.6K shares-93.73%2025-09-302025-11-13 IJR ISHARES TR CORE S&P SCP ETF2.0K shares0.00%2025-09-302025-11-13 MOAT VANECK ETF TRUST MRNGSTR WDE MOAT2.3K sharesnew addition2025-09-302025-11-13 JMUB J P MORGAN EXCHANGE TRADED F MUNICIPAL ETF4.6K sharesnew addition2025-09-302025-11-13 ODD ODDITY TECH LTD SHS CL A3.6K shares0.00%2025-09-302025-11-13 UBER UBER TECHNOLOGIES INC COM2.3K sharesnew addition2025-09-302025-11-13 GSEP FIRST TR EXCHNG TRADED FD VI FT VEST U.S EQT5.8K sharesnew addition2025-09-302025-11-13 URTH ISHARES INC MSCI WORLD ETF1.2K sharesnew addition2025-09-302025-11-13 ARKF ARK ETF TR FINTECH INNOVA3.7K sharesnew addition2025-09-302025-11-13 HWM HOWMET AEROSPACE INC COM1.1K sharesnew addition2025-09-302025-11-13 VPL VANGUARD INTL EQUITY INDEX F FTSE PACIFIC ETF2.4K sharesnew addition2025-09-302025-11-13 HTGC HERCULES CAPITAL INC COM10.9K sharesnew addition2025-09-302025-11-13 HLT HILTON WORLDWIDE HLDGS INC COM793 shares0.00%2025-09-302025-11-13 AMAT APPLIED MATLS INC COM1.0K sharesnew addition2025-09-302025-11-13 VEA VANGUARD TAX-MANAGED FDS VAN FTSE DEV MKT3.4K sharesnew addition2025-09-302025-11-13 Call Option Holdings
No call option holdings data available
Put Option Holdings
No put option holdings data available