LM Advisors LLC
CIK: 0002011314SEC EDGAR →
Portfolio Value
$5.6M
Holdings
210
As of
Q4 2025
New Positions
28
Closed Positions
5
Top 10 Holdings
| Rank | Stock | Shares | Value | % 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
BRK-B↑ Increased
$7.5M
WFC 7.5 PERP L↑ Increased
$4.3M
LLY↑ Increased
$3.8M
NFLX↑ Increased
$1.6M
BLK↑ Increased
$1.3M
New Positions (15)
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Financial Services | 108 | $3.7M | 67.2% |
| Technology | 30 | $675K | 12.4% |
| Consumer Cyclical | 16 | $364K | 6.7% |
| Unknown | 13 | $269K | 4.9% |
| Communication Services | 6 | $231K | 4.2% |
| Healthcare | 13 | $93K | 1.7% |
| Consumer Defensive | 4 | $64K | 1.2% |
| Real Estate | 6 | $50K | 0.9% |
| Energy | 5 | $21K | 0.4% |
| Utilities | 2 | $15K | 0.3% |
| Industrials | 7 | $10K | 0.2% |