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 |
|---|---|---|---|---|---|---|---|
| NVGNuveen AMT-Free Municipal Credit Income Fund | CEF | 1,700 | $20.1K | <0.1% | – | – | History |
| CRLCharles River Laboratories International, Inc. | COM | 85 | $20.1K | <0.1% | – | – | History |
| BXMTBlackstone Mortgage Trust, Inc. | COM CL A | 945 | $20.1K | <0.1% | – | – | History |
| WSOWatsco Inc | COM | 47 | $20.2K | <0.1% | – | – | History |
| PGPPIMCO Global StocksPLUS & Income Fund | COM | 2,700 | $20.3K | <0.1% | – | – | History |
| NETCloudflare, Inc. | CL A COM | 248 | $20.6K | <0.1% | – | – | History |
| EFXEquifax Inc | COM | 85 | $21.0K | <0.1% | – | – | History |
| LCIDLucid Group, Inc. | COM | 5,000 | $21.1K | <0.1% | – | – | History |
| AONAon plc | CL A | 73 | $21.3K | <0.1% | – | – | History |
| NCLHNorwegian Cruise Line Holdings Ltd. | SHS | 1,070 | $21.4K | <0.1% | – | – | History |
| NBXGNeuberger Next Generation Connectivity Fund Inc. | COMMON STOCK | 2,000 | $21.9K | <0.1% | – | – | History |
| HLIHoulihan Lokey, Inc. | CL A | 183 | $21.9K | <0.1% | – | – | History |
| VanEck ETF Trust92189F502 | LOW CARBN ENERGY | 200 | $22.1K | <0.1% | – | – | – |
| First Tr Exchng Traded FD VI33740F755 | FT LADD BUFF ETF | 840 | $22.3K | <0.1% | – | – | – |
| SITESiteOne Landscape Supply, Inc. | COM | 138 | $22.5K | <0.1% | – | – | History |
| EOSEaton Vance Enhanced Equity Income Fund II | COM | 1,200 | $22.5K | <0.1% | – | – | History |
| COOCooper Companies, Inc. | COM NEW | 60 | $22.7K | <0.1% | – | – | History |
| KVUEKenvue Inc. | Stock | 1,058 | $22.8K | <0.1% | – | – | History |
| GWREGuidewire Software, Inc. | COM | 213 | $23.2K | <0.1% | – | – | History |
| TTWOTake Two Interactive Software Inc | COM | 145 | $23.3K | <0.1% | – | – | History |
| NMZNuveen Municipal High Income Opportunity Fund | COM | 2,390 | $23.6K | <0.1% | – | – | History |
| NDSNNordson Corp | COM | 90 | $23.8K | <0.1% | – | – | History |
| LIILennox International Inc | COM | 53 | $23.9K | <0.1% | – | – | History |
| Vanguard Admiral FDS Inc921932885 | MIDCP 400 IDX | 255 | $24.0K | <0.1% | – | – | – |
| MUMicron Technology Inc | Stock | 281 | $24.0K | <0.1% | – | – | History |
| State Street Consumer Staples Select Sector SPDR ETF81369Y308 | ETF | 334 | $24.1K | <0.1% | – | – | – |
| ZBHZimmer Biomet Holdings, Inc. | Stock | 200 | $24.3K | <0.1% | – | – | History |
| AMBAAmbarella Inc | SHS | 400 | $24.5K | <0.1% | – | – | History |
| ANSSAnsys Inc | COM | 68 | $24.6K | <0.1% | – | – | History |
| LYBLyondellBasell Industries N.V. | SHS - A - | 260 | $24.7K | <0.1% | – | – | History |
| ICLRIcon PLC | COM | 90 | $25.5K | <0.1% | – | – | History |
| Columbia ETF Tr I19761L706 | RESH ENHNC COR | 932 | $25.8K | <0.1% | – | – | – |
| POOLPool Corp | COM | 65 | $25.9K | <0.1% | – | – | History |
| NBBNuveen Taxable Municipal Income Fund | COM | 1,670 | $26.4K | <0.1% | – | – | History |
| ENPHEnphase Energy, Inc. | Stock | 200 | $26.4K | <0.1% | – | – | History |
| ARK Next Generation Technology ETF00214Q401 | ETF | 351 | $26.6K | <0.1% | – | – | – |
| State Street Technology Select Sector SPDR ETF81369Y803 | ETF | 140 | $26.9K | <0.1% | – | – | – |
| GLOBGlobant S.A. | COM | 113 | $27.0K | <0.1% | – | – | History |
| OKTAOkta, Inc. | CL A | 300 | $27.2K | <0.1% | – | – | History |
| ARK Innovation ETF00214Q104 | ETF | 522 | $27.3K | <0.1% | – | – | – |
| GEHCGE HealthCare Technologies Inc. | Stock | 354 | $27.4K | <0.1% | – | – | History |
| BSYBentley Systems Inc | COM CL B | 525 | $27.4K | <0.1% | – | – | History |
| ROKURoku, Inc | COM CL A | 300 | $27.5K | <0.1% | – | – | History |
| SPDR Series Trust78468R408 | ST TERM HIGH ETF | 1,100 | $27.7K | <0.1% | – | – | – |
| First Tr Exchng Traded FD VI33740F623 | FT VEST US EQT | 700 | $27.9K | <0.1% | – | – | – |
| ARK ETF Tr00214Q302 | GENOMIC REV ETF | 853 | $28.0K | <0.1% | – | – | – |
| iShares Inc464286665 | MSCI PAC JP ETF | 645 | $28.0K | <0.1% | – | – | – |
| PEverpure, Inc. | CL A | 790 | $28.2K | <0.1% | – | – | History |
| ILMNIllumina, Inc. | COM | 203 | $28.3K | <0.1% | – | – | History |
| IAFAbrdn Australia Equity Fund, Inc. | COM | 6,597 | $28.6K | <0.1% | – | – | History |
| ZMZoom Communications, Inc. | Stock | 400 | $28.8K | <0.1% | – | – | History |
| LYGLloyds Banking Group plc | SPONSORED ADR | 12,400 | $29.6K | <0.1% | – | – | History |
| PLSEPulse Biosciences, Inc. | COM | 2,430 | $29.7K | <0.1% | – | – | History |
| iShares Inc464286822 | MSCI MEXICO ETF | 443 | $30.1K | <0.1% | – | – | – |
| AMGNAmgen Inc | Stock | 106 | $30.5K | <0.1% | – | – | History |
| SAPSAP SE | ADR | 205 | $31.6K | <0.1% | – | – | History |
| GBABGuggenheim Taxable Municipal Bond & Investment Grade Debt Trust | COM | 2,000 | $32.4K | <0.1% | – | – | History |
| MCKMcKesson Corp | Stock | 70 | $32.4K | <0.1% | – | – | History |
| BBNBlackRock Taxable Municipal Bond Trust | SHS | 2,000 | $32.5K | <0.1% | – | – | History |
| TMUST-Mobile US, Inc. | Stock | 208 | $33.3K | <0.1% | – | – | History |
| GHYPGIM Global High Yield Fund, Inc. | COM | 2,950 | $33.5K | <0.1% | – | – | History |
| BHPBHP Group Ltd | ADR | 500 | $34.2K | <0.1% | – | – | History |
| JQCNuveen Credit Strategies Income Fund | COM SHS | 6,600 | $34.5K | <0.1% | – | – | History |
| PMTPennyMac Mortgage Investment Trust | COM | 2,400 | $35.9K | <0.1% | – | – | History |
| INGING Groep NV | SPONSORED ADR | 2,400 | $36.0K | <0.1% | – | – | History |
| PANWPalo Alto Networks Inc | Stock | 124 | $36.5K | <0.1% | – | – | History |
| GSBDGoldman Sachs BDC, Inc. | SHS | 2,500 | $36.6K | <0.1% | – | – | History |
| SPOTSpotify Technology S.A. | Stock | 195 | $36.6K | <0.1% | – | – | History |
| iShares Tr464287374 | NORTH AMERN NAT | 900 | $36.6K | <0.1% | – | – | – |
| RENTRent the Runway, Inc. | COM CL A | 69,750 | $36.8K | <0.1% | – | – | History |
| SNOWSnowflake Inc. | Stock | 188 | $37.3K | <0.1% | – | – | History |
| TERTeradyne, Inc | Stock | 345 | $37.4K | <0.1% | – | – | History |
| Renaissance Cap Greenwich FD759937204 | IPO ETF | 1,000 | $37.7K | <0.1% | – | – | – |
| WisdomTree Tr97717X719 | CHINADIV EX FI | 1,362 | $38.2K | <0.1% | – | – | – |
| Vanguard Scottsdale FDS92206C409 | SHRT TRM CORP BD | 500 | $38.7K | <0.1% | – | – | – |
| RIOTRiot Platforms, Inc. | COM | 2,541 | $39.3K | <0.1% | – | – | History |
| RQICohen & Steers Quality Income Realty Fund Inc | CEF | 3,219 | $39.4K | <0.1% | – | – | History |
| RIVNRivian Automotive, Inc. | Stock | 1,683 | $39.5K | <0.1% | – | – | History |
| EXPEExpedia Group, Inc. | Stock | 264 | $40.1K | <0.1% | – | – | History |
| LUMNLumen Technologies, Inc. | Stock | 22,000 | $40.3K | <0.1% | – | – | History |
| SWKSSkyworks Solutions, Inc. | Stock | 358 | $40.3K | <0.1% | – | – | History |
| BSXBoston Scientific Corp | Stock | 700 | $40.5K | <0.1% | – | – | History |
| Vanguard Utilities ETF92204A876 | ETF | 299 | $41.0K | <0.1% | – | – | – |
| KMIKinder Morgan, Inc. | Stock | 2,343 | $41.3K | <0.1% | – | – | History |
| DRTSAlpha Tau Medical Ltd. | ORDINARY SHARES | 13,799 | $41.5K | <0.1% | – | – | History |
| ARCCAres Capital Corp | CEF | 2,080 | $41.7K | <0.1% | – | – | History |
| Guinness Atkinson FDS402031876 | SMARTETF TRASP | 1,010 | $42.2K | <0.1% | – | – | – |
| KREFKKR Real Estate Finance Trust Inc. | COM | 3,200 | $42.3K | <0.1% | – | – | History |
| NEANuveen AMT-Free Quality Municipal Income Fund | COM | 3,900 | $42.9K | <0.1% | – | – | History |
| MMM3M Co | Stock | 400 | $43.7K | <0.1% | – | – | History |
| Amplify ETF Tr032108805 | AMPLIFY LITHIUM | 4,200 | $44.3K | <0.1% | – | – | – |
| CCLCarnival Corp Ltd. | UNIT 99/99/9999 | 2,450 | $45.4K | <0.1% | – | – | History |
| GLWCorning Inc | COM | 1,500 | $45.7K | <0.1% | – | – | History |
| AALAmerican Airlines Group Inc. | Stock | 3,325 | $45.7K | <0.1% | – | – | History |
| TFCTruist Financial Corp | COM | 1,249 | $46.1K | <0.1% | – | – | History |
| MDLZMondelez International, Inc. | Stock | 647 | $46.9K | <0.1% | – | – | History |
| NUWNuveen AMT-Free Municipal Value Fund | COM | 3,550 | $48.4K | <0.1% | – | – | History |
| HTDJohn Hancock Tax-Advantaged Dividend Income Fund | COM | 2,600 | $49.3K | <0.1% | – | – | History |
| UALUnited Airlines Holdings, Inc. | COM | 1,205 | $49.7K | <0.1% | – | – | History |
| Global X FDS37954Y442 | CLOUD COMPUTNG | 2,203 | $49.9K | <0.1% | – | – | – |