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LM Advisors LLC

SEC CIK
0002011314
Latest filing
Aug 12, 2026

Holdings in Q4 2023

Holdings as of Dec 31, 2023, filed Feb 14, 2024. Long positions only.

Institution overview
Positions
735
No filing for Q3 2023
Portfolio value
$497.2M
No filing for Q3 2023
Filed
Feb 14, 2024
SEC

LM Advisors LLC did not file a 13F for Q3 2023, so these holdings cannot be compared with the previous quarter and changes are not shown.

Holdings of LM Advisors LLC in Q4 2023
SecurityClassSharesValue% of portfolioShare changeActionHistory
WEWeWork Inc.CL A NEW20$6<0.1%––History
iShares Tr464289180MSCI EURO FL ETF1$14<0.1%–––
WisdomTree Tr97717X701EUROPE HEDGED EQ1$23<0.1%–––
HUNHuntsman CORPCOM1$25<0.1%––History
JDJD.com, Inc.SPON ADS CL A1$29<0.1%––History
FGF&G Annuities & Life, Inc.COMMON STOCK1$46<0.1%––History
CNDTCONDUENT IncCOM18$66<0.1%––History
VanEck ETF Trust92189F700AGRIBUSINESS ETF1$77<0.1%–––
QNRXQuoin Pharmaceuticals Ltd.ADS16$78<0.1%––History
SEELSeelos Therapeutics, Inc.COM83$115<0.1%––History
EGIOEdgio, Inc.COM342$117<0.1%––History
iShares Tr464287754US INDUSTRIALS1$148<0.1%–––
AVIRAtea Pharmaceuticals, Inc.COM50$153<0.1%––History
DHCDiversified Healthcare TrustCOM SH BEN INT50$187<0.1%––History
PROKProkidney Corp.COMMON STOCK127$226<0.1%––History
NTLAIntellia Therapeutics, Inc.COM8$229<0.1%––History
ORBSEightco Holdings Inc.COM NEW467$240<0.1%––History
VLTOVeralto CorpStock3$247<0.1%––History
CGCCanopy Growth CorpCOM60$307<0.1%––History
ZIMVZimVie Inc.Stock20$355<0.1%––History
EDITEditas Medicine, Inc.COM50$507<0.1%––History
ONLOrion Properties Inc.REIT97$555<0.1%––History
TDOCTeladoc Health, Inc.COM26$560<0.1%––History
PHUNPhunware, Inc.COM7,226$593<0.1%––History
BNGOBionano Genomics, Inc.COM NEW316$597<0.1%––History
BDXBecton Dickinson & CoStock2$604<0.1%––History
INOInovio Pharmaceuticals, Inc.COM NEW1,194$609<0.1%––History
CANCanaan Inc.SPONSORED ADS270$624<0.1%––History
ETF Managers Tr26924G508ETFMG ALTR HRVST211$682<0.1%–––
PRSOPeraso Inc.COM2,500$698<0.1%––History
MNSTMonster Beverage CorpCOM13$732<0.1%––History
DNAGinkgo Bioworks Holdings, Inc.CL A SHS495$836<0.1%––History
ProShares Ultrashort S&P 50074347G416ETF30$901<0.1%–––
CHWYChewy, Inc.CL A39$922<0.1%––History
CLOVClover Health Investments, Corp.COM CL A1,000$952<0.1%––History
UXINUxin LtdADR1,400$981<0.1%––History
LOGCContextLogic Holdings Inc.CL A NEW167$994<0.1%––History
CBSHCommerce Bancshares IncStock19$1.01K<0.1%––History
CMPSCOMPASS Pathways plcSPONSORED ADS118$1.03K<0.1%––History
BFLYButterfly Network, Inc.COM CL A1,000$1.08K<0.1%––History
Global X FDS37954Y715RBTCS ARTFL INTE40$1.14K<0.1%–––
ABCLAbCellera Biologics Inc.COM200$1.14K<0.1%––History
GRABGrab Holdings LtdCLASS A ORD347$1.17K<0.1%––History
Lilium N VN52586109CLASS A ORD SHS1,000$1.18K<0.1%–––
GPROGoPro, Inc.CL A350$1.22K<0.1%––History
DOCHealthpeak Properties, Inc.COM63$1.25K<0.1%––History
AUUDAuddia Inc.COM5,000$1.25K<0.1%––History
WKHSWorkhorse Group Inc.COM NEW3,500$1.26K<0.1%––History
TXG10x Genomics, Inc.CL A COM23$1.28K<0.1%––History
HBANHuntington Bancshares IncCOM102$1.30K<0.1%––History
OGIOrganigram Global Inc.Stock1,000$1.31K<0.1%––History
VIAVViavi Solutions Inc.COM132$1.33K<0.1%––History
FAXAbrdn Asia-Pacific Income Fund, Inc.COM500$1.35K<0.1%––History
LITELumentum Holdings Inc.COM26$1.36K<0.1%––History
FNFFidelity National Financial, Inc.COM SHS27$1.38K<0.1%––History
OSKOshkosh CorpCOM13$1.41K<0.1%––History
KODKEastman Kodak CoCOM NEW375$1.46K<0.1%––History
MUFGMitsubishi Ufj Financial Group IncSPONSORED ADS170$1.46K<0.1%––History
TDGTransDigm Group INCCOM1$1.48K<0.1%––History
JOBYJoby Aviation, Inc.COMMON STOCK230$1.53K<0.1%––History
Alps ETF Tr00162Q361OSHS GBL INTER42$1.53K<0.1%–––
ARK ETF Tr00214Q807SPACE & DEFENSE100$1.54K<0.1%–––
CFRCullen/Frost Bankers, Inc.COM14$1.54K<0.1%––History
ELSEquity Lifestyle Properties IncCOM24$1.68K<0.1%––History
SYYSysco CorpStock24$1.76K<0.1%––History
ARK ETF Tr00214Q5003D PRINTING ETF77$1.79K<0.1%–––
XELXcel Energy IncStock29$1.79K<0.1%––History
EMNEastman Chemical CoStock20$1.80K<0.1%––History
ALCAlcon IncStock25$1.95K<0.1%––History
MSTRStrategy IncStock3$1.97K<0.1%––History
ACHRArcher Aviation Inc.Stock326$2.00K<0.1%––History
DEODiageo PLCSPON ADR NEW14$2.04K<0.1%––History
MPTMedical Properties Trust IncCOM418$2.05K<0.1%––History
ROIVRoivant Sciences Ltd.SHS184$2.06K<0.1%––History
CTRACoterra Energy Inc.Stock81$2.07K<0.1%––History
Direxion Shs ETF Tr25490K323SP BIOTCH BL NEW17$2.07K<0.1%–––
FBRXForte Biosciences, Inc.COM2,531$2.08K<0.1%––History
Amplify Blockchain Technology ETF032108607ETF71$2.11K<0.1%–––
XYLXylem Inc.COM19$2.17K<0.1%––History
LAMRLamar Advertising CoREIT21$2.23K<0.1%––History
ATOAtmos Energy CorpCOM19$2.25K<0.1%––History
BMYBristol Myers Squibb CoStock44$2.26K<0.1%––History
SONYSony Group CorpSPONSORED ADR24$2.27K<0.1%––History
HONHoneywell International IncCOM11$2.31K<0.1%––History
DHRDanaher CorpStock10$2.31K<0.1%––History
GDGeneral Dynamics CorpStock9$2.34K<0.1%––History
CHPTChargePoint Holdings, Inc.COM CL A1,000$2.34K<0.1%––History
RPMRPM International IncCOM21$2.34K<0.1%––History
DLOdLocal LtdCLASS A COM139$2.46K<0.1%––History
SABSSAB Biotherapeutics, Inc.Equity3,620$2.49K<0.1%––History
CRISCuris IncCOM200$2.55K<0.1%––History
SPDR Index Shs FDS78463X855S&P GBLINF ETF48$2.57K<0.1%–––
AREAlexandria Real Estate Equities, Inc.COM20$2.58K<0.1%––History
CTVACorteva, Inc.Stock54$2.59K<0.1%––History
ARK ETF Tr00214Q203AUTNMUS TECHNLGY45$2.60K<0.1%–––
COFCapital One Financial CorpStock20$2.63K<0.1%––History
WPCW. P. Carey Inc.COM42$2.70K<0.1%––History
UUnity Software Inc.COM66$2.70K<0.1%––History
MCHPMicrochip Technology IncStock30$2.71K<0.1%––History
VTRSViatris IncStock250$2.71K<0.1%––History