LM ADVISORS LLC

Filed: 5/13/2025ACC: 0002011314-25-000002

📋 What this filing means

LM ADVISORS LLC filed this quarterly 13F‑HR report disclosing 215 equity positions with a total reported market value of $555.4K. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.

215

Positions

$555.4K

Total AUM (reported)

5.66M

Total Shares

Allocation by class

ETF$272.5K49.1%

COM$205.3K37.0%

CL A$35.5K6.4%

CL C$21.1K3.8%

CL B$9.6K1.7%

ADR$6.8K1.2%

PFD$4.2K0.7%

Portfolio Concentration

Top 3$123.4K22.2%

4–10$137.8K24.8%

11–25$94.8K17.1%

Rest$199.3K35.9%

Top 3 weight

22.2%

Top 10 weight

47.0%

Voting Authority Distribution

Total shares with voting rights: 5.66M

Sole

Full voting authority

5.66M

% of voting shares100.0%

Shared

Joint voting authority

0.00

% of voting shares0.0%

None

No voting authority

0.00

% of voting shares0.0%

Investment Discretion (by position count)

Sole215

Shared0

Other0

Dominant voting typeSole · 100.0% of voting shares

Institutional Holdings215

Rows:

AMAZON COM INC COM

SOLE

COM

Shares248.68K

TypeSH

Market value$47.3K

8.52%

Sole

248.68K

Shared

0.00

None

0.00

VANGUARD INDEX FDS S&P 500 ETF SHS

SOLE

ETF

Shares79.50K

TypeSH

Market value$40.9K

7.36%

Sole

79.50K

Shared

0.00

None

0.00

SPDR S&P 500 ETF TR TR UNIT

SOLE

ETF

Shares63.05K

TypeSH

Market value$35.3K

6.35%

Sole

63.05K

Shared

0.00

None

0.00

INVESCO EXCH TRD SLF IDX FD RUSL 1000 DYNM

SOLE

ETF

Shares632.49K

TypeSH

Market value$33.7K

6.07%

Sole

632.49K

Shared

0.00

None

0.00

APPLE INC COM

SOLE

COM

Shares102.26K

TypeSH

Market value$22.7K

4.09%

Sole

102.26K

Shared

0.00

None

0.00

ALPHABET INC CAP STK CL C

SOLE

Cl C

Shares135.38K

TypeSH

Market value$21.1K

3.81%

Sole

135.38K

Shared

0.00

None

0.00

VANGUARD SPECIALIZED FUNDS DIV APP ETF

SOLE

ETF

Shares96.79K

TypeSH

Market value$18.8K

3.38%

Sole

96.79K

Shared

0.00

None

0.00

INVESCO QQQ TR UNIT SER 1

SOLE

ETF

Shares33.75K

TypeSH

Market value$15.8K

2.85%

Sole

33.75K

Shared

0.00

None

0.00

MICROSOFT CORP COM

SOLE

COM

Shares40.43K

TypeSH

Market value$15.2K

2.73%

Sole

40.43K

Shared

0.00

None

0.00

INVESCO EXCHANGE TRADED FD T S&P500 EQL WGT

SOLE

ETF

Shares60.24K

TypeSH

Market value$10.4K

1.88%

Sole

60.24K

Shared

0.00

None

0.00

VANGUARD INDEX FDS TOTAL STK MKT

SOLE

ETF

Shares34.89K

TypeSH

Market value$9.6K

1.73%

Sole

34.89K

Shared

0.00

None

0.00

VANGUARD WORLD FD HEALTH CAR ETF

SOLE

ETF

Shares33.07K

TypeSH

Market value$8.8K

1.58%

Sole

33.07K

Shared

0.00

None

0.00

ALPHABET INC CAP STK CL A

SOLE

Cl A

Shares55.90K

TypeSH

Market value$8.6K

1.56%

Sole

55.90K

Shared

0.00

None

0.00

BERKSHIRE HATHAWAY INC DEL CL A

SOLE

Cl A

Shares10.00

TypeSH

Market value$8.0K

1.44%

Sole

10.00

Shared

0.00

None

0.00

META PLATFORMS INC CL A

SOLE

Cl A

Shares13.85K

TypeSH

Market value$8.0K

1.44%

Sole

13.85K

Shared

0.00

None

0.00

BERKSHIRE HATHAWAY INC DEL CL B NEW

SOLE

Cl B

Shares14.72K

TypeSH

Market value$7.8K

1.41%

Sole

14.72K

Shared

0.00

None

0.00

SPDR DOW JONES INDL AVERAGE UT SER 1

SOLE

ETF

Shares14.59K

TypeSH

Market value$6.1K

1.10%

Sole

14.59K

Shared

0.00

None

0.00

VANGUARD BD INDEX FDS SHORT TRM BOND

SOLE

ETF

Shares74.68K

TypeSH

Market value$5.8K

1.05%

Sole

74.68K

Shared

0.00

None

0.00

NVIDIA CORPORATION COM

SOLE

COM

Shares45.12K

TypeSH

Market value$4.9K

0.88%

Sole

45.12K

Shared

0.00

None

0.00

ELI LILLY & CO COM

SOLE

COM

Shares5.88K

TypeSH

Market value$4.9K

0.87%

Sole

5.88K

Shared

0.00

None

0.00

SALESFORCE INC COM

SOLE

COM

Shares17.59K

TypeSH

Market value$4.7K

0.85%

Sole

17.59K

Shared

0.00

None

0.00

COSTCO WHSL CORP NEW COM

SOLE

COM

Shares4.82K

TypeSH

Market value$4.6K

0.82%

Sole

4.82K

Shared

0.00

None

0.00

FIRST TR EXCHNG TRADED FD VI FT VEST INT EQ M

SOLE

ETF

Shares195.28K

TypeSH

Market value$4.4K

0.80%

Sole

195.28K

Shared

0.00

None

0.00

FIRST TR EXCHNG TRADED FD VI FT VEST US EQT

SOLE

ETF

Shares88.85K

TypeSH

Market value$4.3K

0.78%

Sole

88.85K

Shared

0.00

None

0.00

ISHARES TR U.S. MED DVC ETF

SOLE

ETF

Shares70.96K

TypeSH

Market value$4.3K

0.77%

Sole

70.96K

Shared

0.00

None

0.00

Issuer	Class	Shares	Type	Value / Portfolio %	Voting — Sole
AMAZON COM INC COMSOLE	COM	248.68K	SH	$47.3K 8.52%	248.68K
VANGUARD INDEX FDS S&P 500 ETF SHSSOLE	ETF	79.50K	SH	$40.9K 7.36%	79.50K
SPDR S&P 500 ETF TR TR UNITSOLE	ETF	63.05K	SH	$35.3K 6.35%	63.05K
INVESCO EXCH TRD SLF IDX FD RUSL 1000 DYNMSOLE	ETF	632.49K	SH	$33.7K 6.07%	632.49K
APPLE INC COMSOLE	COM	102.26K	SH	$22.7K 4.09%	102.26K
ALPHABET INC CAP STK CL CSOLE	Cl C	135.38K	SH	$21.1K 3.81%	135.38K
VANGUARD SPECIALIZED FUNDS DIV APP ETFSOLE	ETF	96.79K	SH	$18.8K 3.38%	96.79K
INVESCO QQQ TR UNIT SER 1SOLE	ETF	33.75K	SH	$15.8K 2.85%	33.75K
MICROSOFT CORP COMSOLE	COM	40.43K	SH	$15.2K 2.73%	40.43K
INVESCO EXCHANGE TRADED FD T S&P500 EQL WGTSOLE	ETF	60.24K	SH	$10.4K 1.88%	60.24K
VANGUARD INDEX FDS TOTAL STK MKTSOLE	ETF	34.89K	SH	$9.6K 1.73%	34.89K
VANGUARD WORLD FD HEALTH CAR ETFSOLE	ETF	33.07K	SH	$8.8K 1.58%	33.07K
ALPHABET INC CAP STK CL ASOLE	Cl A	55.90K	SH	$8.6K 1.56%	55.90K
BERKSHIRE HATHAWAY INC DEL CL ASOLE	Cl A	10.00	SH	$8.0K 1.44%	10.00
META PLATFORMS INC CL ASOLE	Cl A	13.85K	SH	$8.0K 1.44%	13.85K
BERKSHIRE HATHAWAY INC DEL CL B NEWSOLE	Cl B	14.72K	SH	$7.8K 1.41%	14.72K
SPDR DOW JONES INDL AVERAGE UT SER 1SOLE	ETF	14.59K	SH	$6.1K 1.10%	14.59K
VANGUARD BD INDEX FDS SHORT TRM BONDSOLE	ETF	74.68K	SH	$5.8K 1.05%	74.68K
NVIDIA CORPORATION COMSOLE	COM	45.12K	SH	$4.9K 0.88%	45.12K
ELI LILLY & CO COMSOLE	COM	5.88K	SH	$4.9K 0.87%	5.88K
SALESFORCE INC COMSOLE	COM	17.59K	SH	$4.7K 0.85%	17.59K
COSTCO WHSL CORP NEW COMSOLE	COM	4.82K	SH	$4.6K 0.82%	4.82K
FIRST TR EXCHNG TRADED FD VI FT VEST INT EQ MSOLE	ETF	195.28K	SH	$4.4K 0.80%	195.28K
FIRST TR EXCHNG TRADED FD VI FT VEST US EQTSOLE	ETF	88.85K	SH	$4.3K 0.78%	88.85K
ISHARES TR U.S. MED DVC ETFSOLE	ETF	70.96K	SH	$4.3K 0.77%	70.96K

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