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.
- Positions
- 735
- No filing for Q3 2023
- Portfolio value
- $497.2M
- No filing for Q3 2023
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.
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| MAAMid America Apartment Communities Inc. | COM | 20 | $2.73K | <0.1% | – | – | History |
| LODEComstock Inc. | COM NEW | 5,000 | $2.74K | <0.1% | – | – | History |
| GTLBGitlab Inc. | CLASS A COM | 44 | $2.74K | <0.1% | – | – | History |
| CRFCornerstone Total Return Fund Inc | COM | 400 | $2.82K | <0.1% | – | – | History |
| NEONeogenomics Inc | COM NEW | 180 | $2.91K | <0.1% | – | – | History |
| ZTRVirtus Total Return Fund Inc. | COM | 575 | $3.17K | <0.1% | – | – | History |
| IIPRInnovative Industrial Properties Inc | COM | 32 | $3.19K | <0.1% | – | – | History |
| KRCKilroy Realty Corp | COM | 83 | $3.32K | <0.1% | – | – | History |
| WECWec Energy Group, Inc. | Stock | 40 | $3.37K | <0.1% | – | – | History |
| FSRFisker Inc. | CL A COM STK | 1,925 | $3.37K | <0.1% | – | – | History |
| QSQuantumScape Corp | COM CL A | 493 | $3.43K | <0.1% | – | – | History |
| iShares MSCI India ETF46429B598 | ETF | 71 | $3.47K | <0.1% | – | – | – |
| MLMMartin Marietta Materials Inc | COM | 7 | $3.49K | <0.1% | – | – | History |
| Fidelity MSCI Health Care Index ETF316092600 | ETF | 55 | $3.56K | <0.1% | – | – | – |
| VXRTVaxart, Inc. | COM NEW | 6,225 | $3.56K | <0.1% | – | – | History |
| AURAurora Innovation, Inc. | CLASS A COM | 845 | $3.69K | <0.1% | – | – | History |
| iShares S&P Small-Cap 600 Growth ETF464287887 | ETF | 30 | $3.75K | <0.1% | – | – | – |
| iShares U.S. ETF Trust iShares Gsci Commodity Dynamic Roll Strategy ETF46431W853 | ETF | 150 | $3.76K | <0.1% | – | – | – |
| ETF Managers Tr26924G409 | PRIME MOBILE PAY | 81 | $3.76K | <0.1% | – | – | – |
| PMPhilip Morris International Inc. | Stock | 40 | $3.76K | <0.1% | – | – | History |
| WDSWoodside Energy Group Ltd | ADR | 180 | $3.80K | <0.1% | – | – | History |
| STAGSTAG Industrial, Inc. | COM | 97 | $3.81K | <0.1% | – | – | History |
| HOODRobinhood Markets, Inc. | Stock | 300 | $3.82K | <0.1% | – | – | History |
| FCXFreeport-McMoran Inc | Stock | 90 | $3.83K | <0.1% | – | – | History |
| SLGSL Green Realty Corp | COM | 85 | $3.85K | <0.1% | – | – | History |
| PTONPeloton Interactive, Inc. | CL A COM | 635 | $3.86K | <0.1% | – | – | History |
| OLEDUniversal Display Corp | COM | 20 | $3.87K | <0.1% | – | – | History |
| Managed Portfolio Series56167N720 | TORTOISE NRAM PI | 151 | $3.92K | <0.1% | – | – | – |
| BWMNBowman Consulting Group Ltd. | COM | 113 | $4.03K | <0.1% | – | – | History |
| MTLSMaterialise NV | SPONSORED ADS | 625 | $4.10K | <0.1% | – | – | History |
| GLBEGlobal-E Online Ltd. | SHS | 106 | $4.21K | <0.1% | – | – | History |
| KDKyndryl Holdings, Inc. | Stock | 203 | $4.22K | <0.1% | – | – | History |
| IOTSamsara Inc. | Stock | 130 | $4.33K | <0.1% | – | – | History |
| Paramount Global92556H206 | CL B | 300 | $4.44K | <0.1% | – | – | – |
| Advisorshares Tr00768Y370 | GERBER KAWASAKI | 246 | $4.46K | <0.1% | – | – | – |
| BTOJohn Hancock Financial Opportunities Fund | SH BEN INT NEW | 154 | $4.64K | <0.1% | – | – | History |
| MDTMedtronic plc | Stock | 57 | $4.68K | <0.1% | – | – | History |
| HELEHelen of Troy Ltd | Stock | 39 | $4.71K | <0.1% | – | – | History |
| PACBPacific Biosciences of California, Inc. | COM | 500 | $4.91K | <0.1% | – | – | History |
| BCEBce Inc | COM NEW | 126 | $4.96K | <0.1% | – | – | History |
| CIMChimera Investment Corp | COM NEW | 1,000 | $4.99K | <0.1% | – | – | History |
| LCIILci Industries | COM | 40 | $5.03K | <0.1% | – | – | History |
| Global X Uranium ETF37954Y871 | ETF | 184 | $5.09K | <0.1% | – | – | – |
| USBUS Bancorp DE | COM NEW | 121 | $5.23K | <0.1% | – | – | History |
| EXLSExlService Holdings, Inc. | COM | 171 | $5.29K | <0.1% | – | – | History |
| DOCUDocuSign, Inc. | Stock | 90 | $5.35K | <0.1% | – | – | History |
| DLRDigital Realty Trust, Inc. | COM | 41 | $5.50K | <0.1% | – | – | History |
| XPELXPEL, Inc. | COM | 103 | $5.52K | <0.1% | – | – | History |
| ZSZscaler, Inc. | Stock | 25 | $5.54K | <0.1% | – | – | History |
| AGLagilon health, inc. | COM | 447 | $5.62K | <0.1% | – | – | History |
| ETF Managers Tr26924G201 | PRIME CYBR SCRTY | 93 | $5.62K | <0.1% | – | – | – |
| SKMSK Telecom Co Ltd | SPONSORED ADR | 264 | $5.65K | <0.1% | – | – | History |
| CHYCalamos Convertible & High Income Fund | COM SHS | 500 | $5.74K | <0.1% | – | – | History |
| JCIJohnson Controls International plc | Stock | 100 | $5.76K | <0.1% | – | – | History |
| ORMPOramed Pharmaceuticals Inc. | COM NEW | 2,500 | $5.78K | <0.1% | – | – | History |
| BKRBaker Hughes Co | CL A | 170 | $5.81K | <0.1% | – | – | History |
| Vanguard Total World Stock ETF922042742 | ETF | 57 | $5.86K | <0.1% | – | – | – |
| RUNSunrun Inc. | COM | 300 | $5.89K | <0.1% | – | – | History |
| CGCCanopy Growth Corp | COM NEW | 1,184 | $6.05K | <0.1% | – | – | History |
| State Street SPDR S&P Aerospace & Defense ETF78464A631 | ETF | 45 | $6.09K | <0.1% | – | – | – |
| CALYCallaway Golf Co | COM | 431 | $6.18K | <0.1% | – | – | History |
| MEDPMedpace Holdings, Inc. | COM | 20 | $6.19K | <0.1% | – | – | History |
| DAVAEndava plc | ADS | 80 | $6.23K | <0.1% | – | – | History |
| Exchange Traded Concepts Tru301505889 | EMQQ EME MAR ETF | 205 | $6.32K | <0.1% | – | – | – |
| SLViShares Silver Trust | ETF | 292 | $6.36K | <0.1% | – | – | History |
| EQIXEquinix Inc | COM | 8 | $6.44K | <0.1% | – | – | History |
| PUBMPubMatic, Inc. | COM CL A | 400 | $6.52K | <0.1% | – | – | History |
| LGIHLGI Homes, Inc. | COM | 50 | $6.63K | <0.1% | – | – | History |
| MVISMicrovision, Inc. | COM NEW | 2,513 | $6.68K | <0.1% | – | – | History |
| SPHRSphere Entertainment Co. | CL A | 200 | $6.79K | <0.1% | – | – | History |
| AMNAmn Healthcare Services Inc | COM | 91 | $6.79K | <0.1% | – | – | History |
| Maiden Holdings, Ltd.G5753U112 | SHS | 3,000 | $6.87K | <0.1% | – | – | – |
| iShares Tr464287515 | EXPANDED TECH | 17 | $6.90K | <0.1% | – | – | – |
| WisdomTree Tr97717Y691 | CLOUD COMPUTNG | 198 | $6.92K | <0.1% | – | – | – |
| FROGJFrog Ltd | Stock | 200 | $6.92K | <0.1% | – | – | History |
| EVVEaton Vance Ltd Duration Income Fund | COM | 750 | $7.18K | <0.1% | – | – | History |
| KEYKeycorp | COM | 500 | $7.20K | <0.1% | – | – | History |
| YALAYalla Group Ltd | ADS | 1,200 | $7.36K | <0.1% | – | – | History |
| BXPBXP, Inc. | COM | 105 | $7.37K | <0.1% | – | – | History |
| JMIAJumia Technologies AG | SPONSORED ADS | 2,116 | $7.47K | <0.1% | – | – | History |
| NOCNorthrop Grumman Corp | Stock | 16 | $7.51K | <0.1% | – | – | History |
| Invesco Exch Traded FD Tr II46138E693 | FNDMNTL IG CRP | 320 | $7.59K | <0.1% | – | – | – |
| SITMSITIME Corp | COM | 63 | $7.74K | <0.1% | – | – | History |
| VLOValero Energy Corp | Stock | 60 | $7.80K | <0.1% | – | – | History |
| ALKAlaska Air Group, Inc. | COM | 200 | $7.81K | <0.1% | – | – | History |
| HSBCHSBC Holdings PLC | SPON ADR NEW | 195 | $7.91K | <0.1% | – | – | History |
| ADMArcher-Daniels-Midland Co | Stock | 110 | $7.94K | <0.1% | – | – | History |
| iShares Inc464286608 | MSCI EURZONE ETF | 170 | $8.06K | <0.1% | – | – | – |
| CVNACarvana Co. | CL A | 152 | $8.06K | <0.1% | – | – | History |
| FUTUFutu Holdings Ltd | SPON ADS CL A | 150 | $8.20K | <0.1% | – | – | History |
| DBX ETF Tr233051879 | XTRACK HRVST CSI | 345 | $8.25K | <0.1% | – | – | – |
| PINSPinterest, Inc. | CL A | 225 | $8.33K | <0.1% | – | – | History |
| BILLBILL Holdings, Inc. | Stock | 103 | $8.39K | <0.1% | – | – | History |
| CWANClearwater Analytics Holdings, Inc. | CL A | 422 | $8.45K | <0.1% | – | – | History |
| Atlantica Sustainable Infr PG0751N103 | SHS | 400 | $8.60K | <0.1% | – | – | – |
| FOXFFox Factory Holding Corp | COM | 130 | $8.80K | <0.1% | – | – | History |
| PNNTPennantpark Investment Corp | COM | 1,300 | $8.98K | <0.1% | – | – | History |
| DOCSDoximity, Inc. | CL A | 322 | $9.03K | <0.1% | – | – | History |
| iShares Tr46435U135 | CYBERSECURITY | 200 | $9.09K | <0.1% | – | – | – |
| ARK ETF Tr00214Q609 | ISRAEL INOVATE | 470 | $9.17K | <0.1% | – | – | – |