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)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 201 | ITOTISHARES TR CORE S&P TTL STK | 1,888 | $230K | 0.04% | |
| 202 | DGDOLLAR GEN CORP NEW COM | 2,600 | $229K | 0.04% | |
| 203 | XLKSELECT SECTOR SPDR TR TECHNOLOGY | 1,090 | $225K | 0.04% | |
| 204 | GSKGSK PLC SPONSORED ADR | 5,715 | $221K | 0.04% | |
| 205 | EPDENTERPRISE PRODS PARTNERS L COM | 6,355 | $217K | 0.04% | |
| 206 | PSXPHILLIPS 66 COM | 1,749 | $216K | 0.04% | |
| 207 | TSMTAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS | 1,274 | $212K | 0.04% | |
| 208 | HTGCHERCULES CAPITAL INC COM | 10,900 | $209K | 0.04% | |
| 209 | STTSTATE STR CORP COM | 2,335 | $209K | 0.04% | |
| 210 | NOWSERVICENOW INC COM | 259 | $206K | 0.04% | |
| 211 | IJRISHARES TR CORE S&P SCP ETF | 1,957 | $205K | 0.04% | |
| 212 | GMGENERAL MTRS CO COM | 4,308 | $203K | 0.04% | |
| 213 | DLYDOUBLELINE YIELD OPPORTUNITI COM | 12,517 | $202K | 0.04% | |
| 214 | GEGE AEROSPACE COM NEW | 1,003 | $201K | 0.04% | |
| 215 | GBILGOLDMAN SACHS ETF TR ACCES TREASURY | 2,000 | $200K | 0.04% |
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