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 |
|---|---|---|---|---|---|---|---|
| Altrius Global Dividend ETF02072L656 | ALTRIUS GBL DIV | 1,589 | $50.4K | <0.1% | – | – | – |
| TXNTexas Instruments Inc | Stock | 298 | $50.8K | <0.1% | – | – | History |
| iShares Ibonds Dec 2028 Term Corporate ETF46435U515 | ETF | 2,035 | $51.1K | <0.1% | – | – | – |
| SAMBoston Beer Co Inc | CL A | 150 | $51.8K | <0.1% | – | – | History |
| MOAltria Group, Inc. | Stock | 1,288 | $52.0K | <0.1% | – | – | History |
| SLBSLB Limited | Stock | 1,001 | $52.1K | <0.1% | – | – | History |
| NLYAnnaly Capital Management Inc | REIT | 2,700 | $52.3K | <0.1% | – | – | History |
| IBNIcici Bank Ltd | ADR | 2,200 | $52.4K | <0.1% | – | – | History |
| SOSouthern Co | Stock | 751 | $52.7K | <0.1% | – | – | History |
| CPNGCoupang, Inc. | CL A | 3,270 | $52.9K | <0.1% | – | – | History |
| iShares Tr464287762 | US HLTHCARE ETF | 185 | $53.0K | <0.1% | – | – | – |
| ACNAccenture plc | Stock | 151 | $53.0K | <0.1% | – | – | History |
| AFTApollo Senior Floating Rate Fund Inc. | COM | 4,000 | $53.0K | <0.1% | – | – | History |
| ESLTElbit Systems Ltd | Stock | 250 | $53.3K | <0.1% | – | – | History |
| TSNTyson Foods, Inc. | Stock | 1,000 | $53.8K | <0.1% | – | – | History |
| LTHMLivent Corp. | COM | 3,000 | $53.9K | <0.1% | – | – | History |
| First Tr Exchng Traded FD VI33740U711 | FT VEST U.S EQT | 1,718 | $54.3K | <0.1% | – | – | – |
| GISGeneral Mills Inc | Stock | 837 | $54.5K | <0.1% | – | – | History |
| KHCKraft Heinz Co | Stock | 1,500 | $55.5K | <0.1% | – | – | History |
| BTIBritish American Tobacco p.l.c. | SPONSORED ADR | 1,900 | $55.7K | <0.1% | – | – | History |
| HLNHaleon plc | ADR | 6,814 | $56.1K | <0.1% | – | – | History |
| VanEck Vectors ETF Tr92189F726 | BIOTECH ETF | 340 | $56.2K | <0.1% | – | – | – |
| CXCemex SAB de CV | SPON ADR NEW | 7,337 | $56.9K | <0.1% | – | – | History |
| IEPIcahn Enterprises L.P. | DEPOSITARY UNIT | 3,319 | $57.1K | <0.1% | – | – | History |
| HWMHowmet Aerospace Inc. | Stock | 1,067 | $57.7K | <0.1% | – | – | History |
| DALDelta Air Lines, Inc. | COM NEW | 1,450 | $58.3K | <0.1% | – | – | History |
| RSIRush Street Interactive, Inc. | COM | 13,000 | $58.4K | <0.1% | – | – | History |
| WMWaste Management Inc | Stock | 330 | $59.1K | <0.1% | – | – | History |
| First Tr Exchng Traded FD VI33740F680 | FT VEST US EQT | 1,630 | $59.4K | <0.1% | – | – | – |
| iShares Tr464287861 | EUROPE ETF | 1,125 | $59.4K | <0.1% | – | – | – |
| JPCNuveen Preferred & Income Opportunities Fund | COM | 8,800 | $59.5K | <0.1% | – | – | History |
| RIORio Tinto PLC | ADR | 800 | $59.6K | <0.1% | – | – | History |
| PBRPetrobras - Petroleo Brasileiro SA | SPONSORED ADR | 3,750 | $59.9K | <0.1% | – | – | History |
| PSAPublic Storage | COM | 197 | $60.1K | <0.1% | – | – | History |
| First Tr Exchng Traded FD VI33740F599 | FT VEST US EQT | 1,600 | $60.4K | <0.1% | – | – | – |
| NXPINXP Semiconductors N.V. | COM | 265 | $60.9K | <0.1% | – | – | History |
| PRUPrudential Financial Inc | Stock | 588 | $61.0K | <0.1% | – | – | History |
| UBERUber Technologies, Inc | Stock | 1,000 | $61.6K | <0.1% | – | – | History |
| WELLWelltower Inc. | REIT | 690 | $62.2K | <0.1% | – | – | History |
| First Trust Nasdaq Clean Edge Green Energy Index Fund33733E500 | ETF | 1,477 | $62.3K | <0.1% | – | – | – |
| RHIRobert Half Inc. | COM | 715 | $62.9K | <0.1% | – | – | History |
| MTNVail Resorts Inc | COM | 296 | $63.2K | <0.1% | – | – | History |
| IPInternational Paper Co | COM | 1,810 | $65.4K | <0.1% | – | – | History |
| OBDCBlue Owl Capital Corp | COM | 4,445 | $65.6K | <0.1% | – | – | History |
| Global X FDS37954Y624 | AUTONMOUS EV ETF | 2,679 | $66.1K | <0.1% | – | – | – |
| BUDAnheuser-Busch InBev SA/NV | ADR | 1,023 | $66.1K | <0.1% | – | – | History |
| ABAlliancebernstein Holding L.P. | UNIT LTD PARTN | 2,150 | $66.7K | <0.1% | – | – | History |
| iShares Inc464286772 | MSCI STH KOR ETF | 1,019 | $66.8K | <0.1% | – | – | – |
| IGRCbre Global Real Estate Income Fund | COM | 12,300 | $66.8K | <0.1% | – | – | History |
| ORANYOrange | SPONSORED ADR | 5,851 | $66.9K | <0.1% | – | – | History |
| iShares Tr464288885 | EAFE GRWTH ETF | 700 | $67.8K | <0.1% | – | – | – |
| CSCOCisco Systems, Inc. | Stock | 1,348 | $68.1K | <0.1% | – | – | History |
| PLDPrologis, Inc. | REIT | 512 | $68.2K | <0.1% | – | – | History |
| IRMIron Mountain Inc | COM | 1,000 | $70.0K | <0.1% | – | – | History |
| LRCXLam Research Corp | COM | 90 | $70.5K | <0.1% | – | – | History |
| WRKWestRock Co | COM | 1,700 | $70.6K | <0.1% | – | – | History |
| iShares Tr464288687 | PFD AND INCM SEC | 2,335 | $72.8K | <0.1% | – | – | – |
| DPZDominos Pizza Inc | COM | 177 | $73.0K | <0.1% | – | – | History |
| Flagstar Bank, National Association649445103 | COM | 7,170 | $73.3K | <0.1% | – | – | – |
| iShares S&P Mid-Cap 400 Growth ETF464287606 | ETF | 940 | $74.5K | <0.1% | – | – | – |
| Kraneshares Trust500767405 | BOSERA MSCI CHIN | 3,611 | $74.8K | <0.1% | – | – | – |
| CMCSAComcast Corp | Stock | 1,714 | $75.2K | <0.1% | – | – | History |
| PPTFranklin Premier Income Trust | SH BEN INT | 21,100 | $75.3K | <0.1% | – | – | History |
| NUVNuveen Municipal Value Fund Inc | COM | 8,764 | $75.4K | <0.1% | – | – | History |
| EMREmerson Electric Co | Stock | 786 | $76.5K | <0.1% | – | – | History |
| iShares Iboxx $ Investment Grade Corporate Bond ETF464287242 | ETF | 701 | $77.6K | <0.1% | – | – | – |
| TELFYTelefonica S A | SPONSORED ADR | 19,959 | $77.8K | <0.1% | – | – | History |
| NDAQNasdaq, Inc. | COM | 1,350 | $78.5K | <0.1% | – | – | History |
| ABNBAirbnb, Inc. | Stock | 591 | $80.4K | <0.1% | – | – | History |
| AIOVirtus Artificial Intelligence & Technology Opportunities Fund | COM | 4,640 | $80.7K | <0.1% | – | – | History |
| SNASnap-on Inc | COM | 286 | $82.6K | <0.1% | – | – | History |
| Global X FDS37954Y343 | GLBL X MLP ETF | 1,919 | $85.0K | <0.1% | – | – | – |
| FRABlackRock Floating Rate Income Strategies Fund, Inc. | COM | 6,800 | $86.1K | <0.1% | – | – | History |
| WisdomTree Tr97717W422 | INDIA ERNGS FD | 2,110 | $86.5K | <0.1% | – | – | – |
| Vanguard Total Bond Market ETF921937835 | ETF | 1,239 | $91.1K | <0.1% | – | – | – |
| NIONIO Inc. | ADR | 10,237 | $92.8K | <0.1% | – | – | History |
| Vale SA91912E109 | ADR | 10,000 | $93.8K | <0.1% | – | – | – |
| INTCIntel Corp | Stock | 1,898 | $95.4K | <0.1% | – | – | History |
| State Street Energy Select Sector SPDR ETF81369Y506 | ETF | 1,145 | $96.0K | <0.1% | – | – | – |
| U.S. Global Jets ETF26922A842 | ETF | 5,070 | $96.5K | <0.1% | – | – | – |
| METMetlife Inc | Stock | 1,462 | $96.7K | <0.1% | – | – | History |
| CRSPCRISPR Therapeutics AG | NAMEN AKT | 1,600 | $100.2K | <0.1% | – | – | History |
| AIC3.ai, Inc. | Stock | 3,500 | $100.5K | <0.1% | – | – | History |
| ISRGIntuitive Surgical Inc | COM NEW | 300 | $101.2K | <0.1% | – | – | History |
| ABBVAbbVie Inc. | Stock | 677 | $104.9K | <0.1% | – | – | History |
| ORealty Income Corp | REIT | 1,839 | $105.6K | <0.1% | – | – | History |
| AMDAdvanced Micro Devices Inc | Stock | 726 | $107.0K | <0.1% | – | – | History |
| HALHalliburton Co | Stock | 3,000 | $108.5K | <0.1% | – | – | History |
| FULCFulcrum Therapeutics, Inc. | COM | 16,132 | $108.9K | <0.1% | – | – | History |
| KRKroger Co | Stock | 2,400 | $109.7K | <0.1% | – | – | History |
| REGNRegeneron Pharmaceuticals, Inc. | COM | 125 | $109.8K | <0.1% | – | – | History |
| COINCoinbase Global, Inc. | COM CL A | 634 | $110.2K | <0.1% | – | – | History |
| Invesco QQQ Tr04609E107 | UNIT SER 1 | 9,493 | $110.5K | <0.1% | – | – | – |
| LVSLas Vegas Sands Corp | COM | 2,250 | $110.7K | <0.1% | – | – | History |
| Vanguard Industrials ETF92204A603 | ETF | 508 | $112.0K | <0.1% | – | – | – |
| CROXCrocs, Inc. | COM | 1,200 | $112.1K | <0.1% | – | – | History |
| MARMarriott International Inc | Stock | 507 | $114.3K | <0.1% | – | – | History |
| iShares Global Clean Energy ETF464288224 | ETF | 7,407 | $115.3K | <0.1% | – | – | – |
| BMBLBumble Inc. | COM CL A | 7,832 | $115.4K | <0.1% | – | – | History |
| VanEck Semiconductor ETF92189F676 | ETF | 666 | $116.5K | <0.1% | – | – | – |