LM Advisors LLC
CIK 2011314 · Holdings on Sep 30, 2024 · First reported Nov 7, 2024
Top ten holdings
Q3 2024- AMZN9.03%
- VOO7.80%
- SPY6.69%
- OMFL6.15%
- AAPL5.05%
- GOOG4.62%
- VIG3.37%
- MSFT3.19%
- QQQ3.03%
- VTI2.06%
Share classes counted separately50.99%
Portfolio value by quarter
What changed this quarter?
Within preview · weight change- AMZNWeight increased · +8.94 pp0.09% → 9.03%Shares -31.72K (-11.57%)
- VOOWeight increased · +7.74 pp0.06% → 7.80%Shares -2.00K (-2.66%)
- SPYWeight increased · +6.64 pp0.05% → 6.69%Shares -191 (-0.33%)
Weight = security value ÷ total reported holdings value. Changes are in percentage points; price moves also affect weights, so they are not trade sizes.
Top 10 holdings 30
USD · B = billion · M = million; expand a row for exact values| # | Security | Value | Weight | Quantity | Weight / quantity change | Activity | |
|---|---|---|---|---|---|---|---|
| 01 | AMZNAMAZON.COM INC View history and evidence | $44.42M | 9.03% | 242.33K shares | 0.09% → 9.03%+8.94 pp -31.72K (-11.57%) | Reduced | ↗▾ |
| 02 | VOOVANGUARD S&P 500 ETFETF View history and evidence | $38.36M | 7.80% | 73.15K shares | 0.06% → 7.80%+7.74 pp -2.00K (-2.66%) | Reduced | ↗▾ |
| 03 | SPYSS SPDR S&P 500 ETF TRUST-USETF View history and evidence | $32.93M | 6.69% | 57.40K shares | 0.05% → 6.69%+6.64 pp -191 (-0.33%) | Reduced | ↗▾ |
| 04 | OMFLINVESCO RUSSELL 1000 DYN M/FETF View history and evidence | $30.24M | 6.15% | 580.51K shares | 0.06% → 6.15%+6.09 pp -71.64K (-10.99%) | Reduced | ↗▾ |
| 05 | AAPLAPPLE INC View history and evidence | $24.84M | 5.05% | 106.59K shares | 0.04% → 5.05%+5.01 pp -2.01K (-1.85%) | Reduced | ↗▾ |
| 06 | GOOGALPHABET INC-CL CCl C View history and evidence | $22.74M | 4.62% | 135.99K shares | 0.04% → 4.62%+4.58 pp -13.54K (-9.05%) | Reduced | ↗▾ |
| 07 | VIGVANGUARD DIVIDEND APPREC ETFETF View history and evidence | $16.60M | 3.37% | 85.12K shares | 0.03% → 3.37%+3.34 pp -1.75K (-2.02%) | Reduced | ↗▾ |
| 08 | MSFTMICROSOFT CORP View history and evidence | $15.70M | 3.19% | 36.49K shares | 0.03% → 3.19%+3.16 pp +364 (+1.01%) | Added | ↗▾ |
| 09 | QQQINVESCO QQQ TRUST SERIES 1ETF View history and evidence | $14.93M | 3.03% | 30.62K shares | 0.02% → 3.03%+3.01 pp -217 (-0.70%) | Reduced | ↗▾ |
| 10 | VTIVG MORNINGSTAR TS MKT ETF-USETF View history and evidence | $10.15M | 2.06% | 35.85K shares | 0.02% → 2.06%+2.04 pp +53 (+0.15%) | Added | ↗▾ |
Options overlay 0
No options reported this quarter.
Exited positions 34
| Security | Type | Shares out | Value out | Previous filing | This filing |
|---|---|---|---|---|---|
| SPY 07.02.25 P590 July 25 Puts on SPY US | Non-derivative | 0 | -$39.25B | SEC filing ↗ | SEC filing ↗ |
| CRM SALESFORCE INC | Non-derivative | 0 | -$2.93B | SEC filing ↗ | SEC filing ↗ |
| TSLA TESLA INC | Non-derivative | 0 | -$1.75B | SEC filing ↗ | SEC filing ↗ |
3 / 34 preview exits. Up to 30 exit records are previewed. Exit means absent from the current filing; execution date, price and proceeds are unknown.
Every number has a source.
CIK 2011314 · Period Sep 30, 2024
Data loaded Oct 15, 2026 · First reported Nov 7, 2024
Amendments and versions
{
"amendments_merged": null,
"prior_versions": null,
"cover_table_value": 491967
}Research all 171 reported holdings.
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