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 |
|---|---|---|---|---|---|---|---|
| APPFAppfolio Inc | COM CL A | 53 | $9.21K | <0.1% | – | – | History |
| CNMCore & Main, Inc. | CL A | 232 | $9.39K | <0.1% | – | – | History |
| DDominion Energy, Inc | Stock | 200 | $9.40K | <0.1% | – | – | History |
| UPSUnited Parcel Service Inc | Stock | 60 | $9.43K | <0.1% | – | – | History |
| DDD3D Systems Corp | COM NEW | 1,500 | $9.53K | <0.1% | – | – | History |
| State Street SPDR Bloomberg 1-3 Month T-Bill ETF78468R663 | ETF | 104 | $9.54K | <0.1% | – | – | – |
| ETEnergy Transfer LP | COM UT LTD PTN | 700 | $9.66K | <0.1% | – | – | History |
| EOGEOG Resources Inc | Stock | 80 | $9.68K | <0.1% | – | – | History |
| Columbia ETF Tr I19761L607 | MULTI SEC MUNI | 478 | $9.98K | <0.1% | – | – | – |
| WRBYWarby Parker Inc. | CL A COM | 708 | $9.98K | <0.1% | – | – | History |
| First Tr Exchange-Traded FD33735T109 | COMMON SHS | 854 | $10.3K | <0.1% | – | – | – |
| WBDWarner Bros. Discovery, Inc. | Stock | 907 | $10.3K | <0.1% | – | – | History |
| RPRXRoyalty Pharma plc | SHS CLASS A | 369 | $10.4K | <0.1% | – | – | History |
| RITMRithm Capital Corp. | REIT | 1,000 | $10.7K | <0.1% | – | – | History |
| CHNChina Fund, Inc. | COM | 1,058 | $10.7K | <0.1% | – | – | History |
| SMGScotts Miracle-Gro Co | Stock | 169 | $10.8K | <0.1% | – | – | History |
| AFRMAffirm Holdings, Inc. | COM CL A | 219 | $10.8K | <0.1% | – | – | History |
| LENLennar Corp | CL A | 73 | $10.9K | <0.1% | – | – | History |
| RVLVRevolve Group, Inc. | CL A | 665 | $11.0K | <0.1% | – | – | History |
| XYZBlock, Inc. | CL A | 143 | $11.1K | <0.1% | – | – | History |
| Defiance Quantum ETF26922A420 | ETF | 206 | $11.2K | <0.1% | – | – | – |
| LILi Auto Inc. | SPONSORED ADS | 300 | $11.2K | <0.1% | – | – | History |
| Global X FDS37960A669 | SUPERDIVIDEND | 500 | $11.3K | <0.1% | – | – | – |
| YETIYETI Holdings, Inc. | COM | 218 | $11.3K | <0.1% | – | – | History |
| First Trust DJ Internet ETF33733E306 | Equities | 70 | $11.4K | <0.1% | – | – | – |
| CHHChoice Hotels International Inc | COM | 104 | $11.8K | <0.1% | – | – | History |
| MSCIMSCI Inc. | Stock | 21 | $11.8K | <0.1% | – | – | History |
| APLSApellis Pharmaceuticals, Inc. | COM | 200 | $12.0K | <0.1% | – | – | History |
| AAAlcoa Corp | Stock | 356 | $12.1K | <0.1% | – | – | History |
| iShares Inc464286764 | MSCI SPAIN ETF | 400 | $12.2K | <0.1% | – | – | – |
| QLYSQualys, Inc. | COM | 62 | $12.3K | <0.1% | – | – | History |
| DOWDow Inc. | Stock | 225 | $12.3K | <0.1% | – | – | History |
| CHTRCharter Communications, Inc. | CL A | 32 | $12.4K | <0.1% | – | – | History |
| FFCFlaherty & Crumrine PREFERRED & INCOME SECURITIES FUND INC | COM | 900 | $12.5K | <0.1% | – | – | History |
| BFAMBright Horizons Family Solutions Inc. | COM | 133 | $12.5K | <0.1% | – | – | History |
| DNPDNP Select Income Fund Inc | COM | 1,500 | $12.7K | <0.1% | – | – | History |
| CCCCCC Intelligent Solutions Holdings Inc. | COM | 1,121 | $12.8K | <0.1% | – | – | History |
| ALRMAlarm.com Holdings, Inc. | COM | 204 | $13.2K | <0.1% | – | – | History |
| IBKRInteractive Brokers Group, Inc. | Stock | 160 | $13.3K | <0.1% | – | – | History |
| Global X FDS37954Y673 | US INFR DEV ETF | 390 | $13.4K | <0.1% | – | – | – |
| BLBlackline, Inc. | COM | 218 | $13.6K | <0.1% | – | – | History |
| EEFTEuronet Worldwide, Inc. | COM | 135 | $13.7K | <0.1% | – | – | History |
| FDXFedEx Corp | Stock | 56 | $14.2K | <0.1% | – | – | History |
| CASHPathward Financial, Inc. | COM | 0 | $14.3K | <0.1% | – | – | History |
| KIMKimco Realty Corp | COM | 670 | $14.3K | <0.1% | – | – | History |
| GSHDGoosehead Insurance, Inc. | COM CL A | 189 | $14.3K | <0.1% | – | – | History |
| LUVSouthwest Airlines Co | COM | 500 | $14.4K | <0.1% | – | – | History |
| ENLCEnLink Midstream, LLC | COM UNIT REP LTD | 1,200 | $14.6K | <0.1% | – | – | History |
| ICEIntercontinental Exchange, Inc. | Stock | 114 | $14.6K | <0.1% | – | – | History |
| AGNCAGNC Investment Corp. | REIT | 1,500 | $14.7K | <0.1% | – | – | History |
| WINGWingstop Inc. | COM | 58 | $14.8K | <0.1% | – | – | History |
| CHEChemed Corp | COM | 25 | $14.8K | <0.1% | – | – | History |
| EXPOExponent Inc | COM | 169 | $14.9K | <0.1% | – | – | History |
| MFAMfa Financial, Inc. | COM | 1,325 | $14.9K | <0.1% | – | – | History |
| VTRVentas, Inc. | REIT | 300 | $15.0K | <0.1% | – | – | History |
| HPQHP Inc | Stock | 500 | $15.0K | <0.1% | – | – | History |
| BMEZBlackRock Health Sciences Term Trust | Closed End Funds - Taxable | 405 | $15.0K | <0.1% | – | – | History |
| Vanguard Ftse Developed Markets ETF921943858 | ETF | 315 | $15.1K | <0.1% | – | – | – |
| SAIASaia Inc | COM | 35 | $15.1K | <0.1% | – | – | History |
| RBLXRoblox Corp | Stock | 335 | $15.3K | <0.1% | – | – | History |
| TTDTrade Desk, Inc. | Stock | 214 | $15.4K | <0.1% | – | – | History |
| Two Harbors Investment Corp.90187B804 | COM | 1,118 | $15.6K | <0.1% | – | – | – |
| VODVodafone Group Public Ltd Co | ADR | 1,800 | $15.7K | <0.1% | – | – | History |
| TEVATeva Pharmaceutical Industries Ltd | SPONSORED ADS | 1,500 | $15.7K | <0.1% | – | – | History |
| Lithium Americas Argentina Cor Com Shs53681K100 | Stock | 2,500 | $15.8K | <0.1% | – | – | – |
| THOThor Industries Inc | COM | 134 | $15.8K | <0.1% | – | – | History |
| FICOFair Isaac Corp | COM | 14 | $15.9K | <0.1% | – | – | History |
| ALLEAllegion plc | ORD SHS | 126 | $16.0K | <0.1% | – | – | History |
| LACLithium Americas Corp. | COM NEW | 2,500 | $16.0K | <0.1% | – | – | History |
| PKPark Hotels & Resorts Inc. | COM | 1,049 | $16.1K | <0.1% | – | – | History |
| ZWSZurn Elkay Water Solutions Corp | COM | 546 | $16.1K | <0.1% | – | – | History |
| SMMTSummit Therapeutics Inc. | COM | 6,206 | $16.2K | <0.1% | – | – | History |
| ALITAlight, Inc. / Delaware | COM CL A | 1,911 | $16.3K | <0.1% | – | – | History |
| DASHDoorDash, Inc. | Stock | 165 | $16.3K | <0.1% | – | – | History |
| DBCInvesco DB Commodity Index Tracking Fund | UNIT | 743 | $16.4K | <0.1% | – | – | History |
| LEVILevi Strauss & Co | CL A COM STK | 1,000 | $16.5K | <0.1% | – | – | History |
| JKHYJack Henry & Associates Inc | Stock | 103 | $16.9K | <0.1% | – | – | History |
| DLBDolby Laboratories, Inc. | COM CL A | 198 | $17.1K | <0.1% | – | – | History |
| TDYTeledyne Technologies Inc | COM | 38 | $17.1K | <0.1% | – | – | History |
| ROLRollins Inc | COM | 391 | $17.1K | <0.1% | – | – | History |
| SPDR Series Trust78468R556 | SP O&G EXPL PRO | 125 | $17.1K | <0.1% | – | – | – |
| iShares S&P 500 Value ETF464287408 | ETF | 99 | $17.2K | <0.1% | – | – | – |
| ZBRAZebra Technologies Corp | CL A | 63 | $17.2K | <0.1% | – | – | History |
| Invesco Exch Traded FD Tr II46138G706 | SOLAR ETF | 325 | $17.3K | <0.1% | – | – | – |
| BIPCBrookfield Infrastructure Corp | COM SB VTG SHS A | 504 | $17.8K | <0.1% | – | – | History |
| ADPAutomatic Data Processing Inc | Stock | 77 | $17.9K | <0.1% | – | – | History |
| HLNEHamilton Lane INC | CL A | 158 | $18.0K | <0.1% | – | – | History |
| SBUXStarbucks Corp | Stock | 190 | $18.2K | <0.1% | – | – | History |
| iShares Inc464286400 | MSCI BRAZIL ETF | 524 | $18.3K | <0.1% | – | – | – |
| VanEck ETF Trust92189F353 | EMERGING MRKT HI | 1,000 | $18.5K | <0.1% | – | – | – |
| WRBBerkley W R Corp | COM | 263 | $18.6K | <0.1% | – | – | History |
| ARRArmour Residential REIT, Inc. | COM SHS | 972 | $18.8K | <0.1% | – | – | History |
| Principal Exchange Traded FD74255Y102 | ACTIVE HIGH YL | 1,000 | $18.9K | <0.1% | – | – | – |
| LOGILogitech International S.A. | SHS | 200 | $19.0K | <0.1% | – | – | History |
| LPLALPL Financial Holdings Inc. | COM | 84 | $19.1K | <0.1% | – | – | History |
| RFRegions Financial Corp | COM | 1,000 | $19.4K | <0.1% | – | – | History |
| EDDMorgan Stanley Emerging Markets Domestic Debt Fund, Inc. | COM | 4,240 | $19.8K | <0.1% | – | – | History |
| CRGOFreightos Ltd | ORD SHS | 5,986 | $19.9K | <0.1% | – | – | History |
| State Street SPDR S&P Bank ETF78464A797 | ETF | 435 | $20.0K | <0.1% | – | – | – |
| First Tr Exchng Traded FD VI33740F722 | FT VEST US EQT | 455 | $20.1K | <0.1% | – | – | – |