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LM Advisors Portfolio holdings
AUM
$6.33M
1-Year Est. Return
20.74%
This Fund
S&P 500
This Quarter
Est. Return
+13.62%
1 Year Est. Return
+20.74%
3 Year Est. Return
–
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$777M
AUM Growth
+$222M
(+40%)
Cap. Flow
+$156M
Cap. Flow
% of AUM
20.1%
Top 10 Holdings %
Top 10 Hldgs %
62.99%
Holding
230
New
15
Increased
49
Reduced
74
Closed
46
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
Microsoft
MSFT
|
+$84.5M |
| 2 |
Tesla
TSLA
|
+$61.5M |
| 3 |
Apple
AAPL
|
+$40.6M |
| 4 |
Amazon
AMZN
|
+$3.85M |
| 5 |
FT Vest US Equity Buffer ETF June
FJUN
|
+$1.96M |
Top Sells
| Rank | Stock | Value |
|---|---|---|
| 1 |
Eaton
ETN
|
+$1.76M |
| 2 |
Gilead Sciences
GILD
|
+$1.52M |
| 3 |
Broadcom
AVGO
|
+$1.46M |
| 4 |
NVIDIA
NVDA
|
+$1.35M |
| 5 |
Alibaba
BABA
|
+$1.35M |
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Technology | 27.07% |
| 2 | Consumer Discretionary | 16.78% |
| 3 | Communication Services | 6.42% |
| 4 | Financials | 5.7% |
| 5 | Healthcare | 1.43% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
126
Direxion Daily Semiconductor Bull 3X ETF
SOXL
$18.7B
| $502K | 0.06% |
20,000
| – | – |
|
127
Shopify
SHOP
$148B
| $467K | 0.06% |
4,045
+88
| +2% | +$8.8K |
|
128
KKR & Co
KKR
$89.2B
| $466K | 0.06% |
+3,500
| New | +$410K |
|
129
iShares Russell 2000 ETF
IWM
$80.9B
| $460K | 0.06% |
2,131
-142
| -6% | -$28.6K |
|
130
Vanguard Extended Market ETF
VXF
$30.3B
| $460K | 0.06% |
2,389
-300
| -11% | -$53.3K |
|
131
RTX Corp
RTX
$287B
| $446K | 0.06% |
3,052
-24
| -0.8% | -$3.2K |
|
132
S&P Global
SPGI
$126B
| $440K | 0.06% |
834
-77
| -8% | -$38.4K |
|
133
Abbott
ABT
$180B
| $435K | 0.06% |
3,198
-6,670
| -68% | -$880K |
|
134
FT Vest US Equity Buffer ETF September
FSEP
$1.21B
| $432K | 0.06% |
+9,000
| New | +$408K |
|
135
McKesson
MCK
$98.5B
| $425K | 0.05% |
+580
| New | +$409K |
|
136
Prologis
PLD
$138B
| $410K | 0.05% |
3,903
+1,136
| +41% | +$119K |
|
137
American Tower
AMT
$77.7B
| $391K | 0.05% |
1,770
-3,689
| -68% | -$796K |
|
138
Elevance Health
ELV
$81.9B
| $389K | 0.05% |
1,000
-5
| -0.5% | -$2.01K |
|
139
Moderna
MRNA
$21.5B
| $366K | 0.05% |
+13,274
| New | +$350K |
|
140
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
$34.7B
| $361K | 0.05% |
+3,294
| New | +$353K |
|
141
iShares Russell 3000 ETF
IWV
$19.5B
| $351K | 0.05% |
1,000
| – | – |
|
142
Procter & Gamble
PG
$343B
| $351K | 0.05% |
2,203
-4,722
| -68% | -$771K |
|
143
VanEck Semiconductor ETF
SMH
$67.6B
| $344K | 0.04% |
1,233
+57
| +5% | +$13.2K |
|
144
iShares Semiconductor ETF
SOXX
$44.2B
| $341K | 0.04% |
1,429
| – | – |
|
145
KLA
KLAC
$275B
| $340K | 0.04% |
3,800
-30
| -0.8% | -$2.26K |
|
146
iShares Expanded Tech Sector ETF
IGM
$9.94B
| $337K | 0.04% |
3,000
| – | – |
|
147
Nike
NKE
$61.9B
| $337K | 0.04% |
4,748
-758
| -14% | -$45.5K |
|
148
Check Point Software Technologies
CHKP
$13.3B
| $332K | 0.04% |
1,500
| – | – |
|
149
Vanguard Mid-Cap Growth ETF
VOT
$19B
| $327K | 0.04% |
1,150
| – | – |
|
150
iShares Core US Aggregate Bond ETF
AGG
$138B
| $325K | 0.04% |
+3,273
| New | +$321K |
|
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LM Advisors's Q2 2025 Portfolio in Review
As of Q2 2025, LM Advisors held 230 positions worth $777M, up 40% from $555M the previous quarter. Its ten largest holdings account for 63% of the portfolio.
LM Advisors deployed $156M of net new capital in Q2 2025, opening 15 new positions and adding to 49 existing holdings. Its largest new stake was KKR & Co: 3,500 shares worth $466K.
By sector, the portfolio is most concentrated in Technology at 27% of assets, up from 13% a quarter earlier, followed by Consumer Discretionary and Communication Services.
On the sell side, the largest reduction was Eaton, an estimated $1.76M trimmed.
- LM Advisors's largest Q2 2025 buy was KKR & Co: 3,500 shares worth $466K.
- LM Advisors added most to Microsoft in Q2 2025, an estimated $84.5M increase.
- LM Advisors's biggest Q2 2025 reduction was Eaton, cutting an estimated $1.76M.
- LM Advisors fully exited Gilead Sciences in Q2 2025, selling an estimated $1.52M.
- LM Advisors's ten largest holdings make up 63% of its $777M portfolio in Q2 2025.
- LM Advisors opened 15 new positions and closed 46 in Q2 2025.
- LM Advisors's portfolio value rose 40% quarter-over-quarter to $777M.
Based on LM Advisors's 13F filing for Q2 2025, filed 14 Aug 2025.