LM Advisors LLC

CIK: 0002011314SEC EDGAR →

Portfolio Value

$5.6M

Holdings

210

As of

Q4 2025

New Positions

28

Closed Positions

5

Portfolio Value History

Top 10 Holdings

RankStockSharesValue% of Portfolio
1

INVESCO EXCH TRD SLF IDX FD RUSL 1000 DYNM

37,863$619K
11.13%
2

SPDR S&P 500 ETF TR TR UNIT

49,811$280K
5.03%
3

AMAZON COM INC COM

62,137$269K
4.84%
4

FIRST TR EXCHNG TRADED FD VI FT VEST INT EQ M

5,462$209K
3.76%
5

BLUE OWL CAPITAL CORPORATION COM

2,293$179K
3.22%
6

BLACKROCK MUN INCOME QUALITY COM

1,812$165K
2.97%
7

ALPHABET INC CAP STK CL C

43,073$137K
2.46%
8

SOFI TECHNOLOGIES INC COM

3,150$120K
2.16%
9

APPLE INC COM

29,026$106K
1.91%
10

VANGUARD SPECIALIZED FUNDS DIV APP ETF

22,147$100K
1.80%

Quarterly Changes

Top Buys

GBDCNEW
$59K
ARENEW
$19K
RPRXNEW
$17K
NFLX↑ Increased
$14K
BRK-B↑ Increased
$8K

Top Sells

OMFL↓ Decreased
$581K
SPY↓ Decreased
$235K
AMZN↓ Decreased
$210K
YSEP↓ Decreased
$204K
OBDC↓ Decreased
$177K

New Positions (15)

$59K · 807 shares
$19K · 983 shares
$17K · 683 shares
$6K · 204 shares
$6K · 332 shares
$5K · 427 shares
$5K · 216 shares
$4K · 664 shares
$4K · 269 shares
$4K · 223 shares
$3K · 2K shares
$2K · 210 shares
$1K · 215 shares
$1K · 341 shares
$0 · 201 shares

Closed Positions (12)

$4K · 320K shares
$4K · 305K shares
$913 · 16K shares
$527 · 51K shares
$343 · 13K shares
$323 · 4K shares
$249 · 37K shares
$239 · 6K shares
$232 · 5K shares
$222 · 2K shares
$222 · 4K shares
$212 · 4K shares

Sector Breakdown

Sector# HoldingsValue%
Financial Services108$3.7M67.2%
Technology30$675K12.4%
Consumer Cyclical16$364K6.7%
Unknown13$269K4.9%
Communication Services6$231K4.2%
Healthcare13$93K1.7%
Consumer Defensive4$64K1.2%
Real Estate6$50K0.9%
Energy5$21K0.4%
Utilities2$15K0.3%
Industrials7$10K0.2%