LM Advisors LLC Q1 2025 Filing

Filed May 13, 2025

Portfolio Value

$555.4M

Holdings

215

Report Date

Q1 2025

Filing Type

13F-HR

All Holdings (215 positions)

#StockSharesValue% PortfolioType
101
KOCOCA COLA CO COM
12,108$867K0.16%
102
IBBISHARES TR ISHARES BIOTECH
6,779$867K0.16%
103
PYPLPAYPAL HLDGS INC COM
13,142$858K0.15%
104
AMDADVANCED MICRO DEVICES INC COM
8,318$855K0.15%
105
BXBLACKSTONE INC COM
6,115$855K0.15%
106
CMECME GROUP INC COM
3,196$848K0.15%
107
ITWILLINOIS TOOL WKS INC COM
3,402$844K0.15%
108
ASMLASML HOLDING N V N Y REGISTRY SHS
1,270$842K0.15%
109
AMGNAMGEN INC COM
2,686$837K0.15%
110
BKNGBOOKING HOLDINGS INC COM
181$832K0.15%
111
IWFISHARES TR RUS 1000 GRW ETF
2,294$828K0.15%
112
CIBRFIRST TR EXCHANGE TRADED FD NASDAQ CYB ETF
13,111$826K0.15%
113
MUSTCOLUMBIA ETF TR I MULTI SEC MUNI
40,725$820K0.15%
114
BLKBLACKROCK INC COM
860$814K0.15%
115
PNCPNC FINL SVCS GROUP INC COM
4,424$778K0.14%
116
PCARPACCAR INC COM
7,762$756K0.14%
117
BXSLBLACKSTONE SECD LENDING FD COMMON STOCK
23,288$754K0.14%
118
CVXCHEVRON CORP NEW COM
4,507$754K0.14%
119
CARRCARRIER GLOBAL CORPORATION COM
11,874$753K0.14%
120
XBISPDR SER TR S&P BIOTECH
9,230$749K0.13%
121
BKBANK NEW YORK MELLON CORP COM
8,892$746K0.13%
122
CLCOLGATE PALMOLIVE CO COM
7,906$741K0.13%
123
BMEZBLACKROCK HEALTH SCIENCES TE COM SHS
48,997$730K0.13%
124
OCOWENS CORNING NEW COM
5,085$726K0.13%
125
UPSUNITED PARCEL SERVICE INC CL B
6,596$725K0.13%
126
CDNSCADENCE DESIGN SYSTEM INC COM
2,750$699K0.13%
127
PPAINVESCO EXCHANGE TRADED FD T AEROSPACE DEFN
6,000$699K0.13%
128
QQLVINVESCO EXCH TRD SLF IDX FD INVT GRD DEFSV
28,494$698K0.13%
129
LMTLOCKHEED MARTIN CORP COM
1,557$696K0.13%
130
OREALTY INCOME CORP COM
11,881$689K0.12%
131
FMARFIRST TR EXCHNG TRADED FD VI FT VEST US EQT
16,313$688K0.12%
132
DWDMORGAN STANLEY COM NEW
5,739$670K0.12%
133
AYIACUITY INC COM
2,531$667K0.12%
134
AG8AGILENT TECHNOLOGIES INC COM
5,610$656K0.12%
135
BKRBAKER HUGHES COMPANY CL A
14,661$644K0.12%
136
OXYOCCIDENTAL PETE CORP COM
13,010$642K0.12%
137
WDAYWORKDAY INC CL A
2,733$638K0.11%
138
IBITISHARES BITCOIN TRUST ETF SHS BEN INT
13,520$633K0.11%
139
ITA*ISHARES TR US AER DEF ETF
4,015$615K0.11%
140
IWDISHARES TR RUS 1000 VAL ETF
3,241$610K0.11%
141
IJHISHARES TR CORE S&P MCP ETF
10,205$595K0.11%
142
EFSCENTERPRISE FINL SVCS CORP COM
10,832$582K0.10%
143
ACPABRDN INCOME CREDIT STRATEGI COM
97,219$573K0.10%
144
FJULFIRST TR EXCHNG TRADED FD VI FT VEST US EQT
12,000$572K0.10%
145
XMARFIRST TR EXCHNG TRADED FD VI FT VEST US EQT
15,380$564K0.10%
146
AXPAMERICAN EXPRESS CO COM
2,080$560K0.10%
147
VTEBVANGUARD MUN BD FDS TAX EXEMPT BD
11,155$554K0.10%
148
ECLECOLAB INC COM
2,154$546K0.10%
149
NDMONUVEEN DYNAMIC MUN OPPORTUNI COM SHS
50,726$520K0.09%
150
ALSALLSTATE CORP COM
2,489$515K0.09%
151
DYHTARGET CORP COM
4,939$515K0.09%
152
ADBEADOBE INC COM
1,335$512K0.09%
153
CRWDCROWDSTRIKE HLDGS INC CL A
1,441$508K0.09%
154
BABOEING CO COM
2,943$502K0.09%
155
NFLXNETFLIX INC COM
532$496K0.09%
156
VGKVANGUARD INTL EQUITY INDEX F FTSE EUROPE ETF
7,023$493K0.09%
157
PFEPFIZER INC COM
19,322$490K0.09%
158
NSYNICE LTD SPONSORED ADR
3,070$473K0.09%
159
USMVISHARES TR MSCI USA MIN VOL
5,035$472K0.08%
160
MLB1MERCADOLIBRE INC COM
240$468K0.08%
161
VXFVANGUARD INDEX FDS EXTEND MKT ETF
2,689$463K0.08%
162
SPGIS&P GLOBAL INC COM
911$463K0.08%
163
ABBVABBVIE INC COM
2,170$455K0.08%
164
BF/BBROWN FORMAN CORP CL B
13,384$454K0.08%
165
IWMISHARES TR RUSSELL 2000 ETF
2,273$453K0.08%
166
NCLHNORWEGIAN CRUISE LINE HLDG L SHS
23,149$439K0.08%
167
ELVELEVANCE HEALTH INC COM
1,005$437K0.08%
168
NXPINXP SEMICONDUCTORS N V COM
2,240$426K0.08%
169
RTXRTX CORPORATION COM
3,076$407K0.07%
170
PANWPALO ALTO NETWORKS INC COM
2,257$385K0.07%
171
CATCATERPILLAR INC COM
1,163$384K0.07%
172
SHOPSHOPIFY INC CL A
3,957$378K0.07%
173
ACGLARCH CAP GROUP LTD ORD
3,818$367K0.07%
174
MUCBLACKROCK MUNIHLDNGS CALI QL COM
33,767$362K0.07%
175
NKENIKE INC CL B
5,506$349K0.06%
176
CHKPCHECK POINT SOFTWARE TECH LT ORD
1,500$342K0.06%
177
IXJISHARES TR GLOB HLTHCRE ETF
3,748$342K0.06%
178
SOXLDIREXION SHS ETF TR DLY SCOND 3XBU
20,000$319K0.06%
179
BNDVANGUARD BD INDEX FDS TOTAL BND MRKT
4,339$319K0.06%
180
IWVISHARES TR RUSSELL 3000 ETF
1,000$318K0.06%
181
PLDPROLOGIS INC. COM
2,767$309K0.06%
182
VEAVANGUARD TAX-MANAGED FDS VAN FTSE DEV MKT
5,900$300K0.05%
183
BBJPJ P MORGAN EXCHANGE TRADED F BETABULDRS JAPAN
5,244$294K0.05%
184
DGROISHARES TR CORE DIV GRWTH
4,684$289K0.05%
185
ORLYOREILLY AUTOMOTIVE INC COM
201$288K0.05%
186
XLESELECT SECTOR SPDR TR ENERGY
3,020$282K0.05%
187
VOTVANGUARD INDEX FDS MCAP GR IDXVIP
1,150$281K0.05%
188
COPCONOCOPHILLIPS COM
2,646$278K0.05%
189
GMARFIRST TR EXCHNG TRADED FD VI FT VEST U.S EQT
7,468$278K0.05%
190
BSXBOSTON SCIENTIFIC CORP COM
2,727$275K0.05%
191
FJUNFIRST TR EXCHNG TRADED FD VI FT VEST US EQT
5,518$275K0.05%
192
SDYSPDR SER TR S&P DIVID ETF
2,000$272K0.05%
193
IGMISHARES TR EXPND TEC SC ETF
3,000$272K0.05%
194
SOXXISHARES TR ISHARES SEMICDTR
1,429$269K0.05%
195
KLACKLA CORP COM NEW
383$260K0.05%
196
EEMISHARES TR MSCI EMG MKT ETF
5,940$260K0.05%
197
FEZSPDR INDEX SHS FDS EURO STOXX 50
4,766$259K0.05%
198
KBWBINVESCO EXCH TRADED FD TR II KBW BK ETF
4,000$251K0.05%
199
SMHVANECK ETF TRUST SEMICONDUCTR ETF
1,176$249K0.04%
200
FCXFREEPORT-MCMORAN INC CL B
6,110$231K0.04%
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