IR
Superintel
OverviewMarketsWatchlist
© 2026 IR SuperintelMethodologyContact

LM Advisors LLC

Q1 2025 Holdings

Filed 2025-05-13 | 215 holdings | $116.1M | 13F-HR | View on SEC ↗ · Holdings Table ↗

Sign in to see sub-manager breakdown

IssuerClassCUSIPValue ↑Shares% Portfolio
CME Group Inc COM(CME)COM12572Q105$8483,1960.0%
Blackstone Inc COM(BX)COM09260D107$8556,1150.0%
Paypal Hldgs Inc COM(PYPL)COM70450Y103$85813,1420.0%
Ishares TR Ishares Biotech(IBB)ETF464287556$8676,7790.0%
Coca Cola Co COM(KO)COM191216100$86712,1080.0%
Emerson Elec Co COM(EMR)COM291011104$8868,0790.0%
Texas Instrs Inc COM(TXN)COM882508104$8884,9420.0%
Ameriprise Finl Inc COM(AMP)COM03076C106$8891,8360.0%
EA Series Trust Altrius GBL DIV(DIVD)ETF02072L656$90026,0190.0%
Ishares TR Calif MUN BD ETF(CMF)ETF464288356$90116,0030.0%
Automatic Data Processing in COM(ADP)COM053015103$9082,9720.0%
First TR Exchange-Traded FD Smid Risng ETF(SDVY)ETF33741X102$92227,5140.0%
Pepsico Inc COM(PEP)COM713448108$9446,2960.0%
Reinsurance GRP of America I COM New(RGA)COM759351604$9604,8780.0%
Lowes COS Inc COM(LOW)COM548661107$9704,1590.0%
Nextera Energy Inc COM(NEE)COM65339F101$97213,7180.0%
Spdr Gold TR Gold SHS(GLD)ETF78463V107$9793,3990.0%
Exxon Mobil Corp COM(XOM)COM30231G102$9828,2590.0%
Flex LTD ORD(FLEX)ADRY2573F102$1.0K30,4300.0%
Invesco Exchange Traded FD T S&p500 EQL HLT(RSPH)ETF46137V332$1.0K34,4710.0%
BlackRock Science & Technolo SHS BEN INT(BSTZ)ETF09260K101$1.0K58,3660.0%
First TR Exchng Traded FD VI FT Vest U.s EQT(GJUN)ETF33740F433$1.1K31,2900.0%
Procter and Gamble Co COM(PG)COM742718109$1.2K6,9250.0%
SBA Communications Corp New CL A(SBAC)Cl A78410G104$1.2K5,3910.0%
American Tower Corp New COM(AMT)COM03027X100$1.2K5,4590.0%
Verizon Communications Inc COM(VZ)COM92343V104$1.2K27,2140.0%
Motorola Solutions Inc COM New(MSI)COM620076307$1.2K2,8270.0%
Citigroup Inc COM New(C)COM172967424$1.3K17,7340.0%
Disney Walt Co COM(DIS)COM254687106$1.3K12,9870.0%
Abbott Labs COM(ABT)COM002824100$1.3K9,8680.0%
Columbia ETF TR I Resh Enhnc COR(RECS)ETF19761L706$1.3K39,5550.0%
Vanguard World FD INF Tech ETF(VGT)ETF92204A702$1.4K2,5870.0%
Thermo Fisher Scientific Inc COM(TMO)COM883556102$1.4K2,8220.0%
First TR Exchng Traded FD VI FT Vest Inter EQ(YMAR)ETF33740F573$1.4K59,7430.0%
Mcdonalds Corp COM(MCD)COM580135101$1.4K4,5940.0%
Morgan Stanley Direct Lendin COM SHS(MSDL)COM61774A103$1.5K72,7570.0%
Ishares TR Short Treas BD(SHV)ETF464288679$1.5K13,5720.0%
Gilead Sciences Inc COM(GILD)COM375558103$1.5K13,5330.0%
Wisdomtree TR US Qtly DIV GRT(DGRW)ETF97717X669$1.5K19,0310.0%
Ishares TR Core S&p500 ETF(IVV)ETF464287200$1.6K2,7660.0%
Unitedhealth Group Inc COM(UNH)COM91324P102$1.6K3,0170.0%
Sofi Technologies Inc COM(SOFI)COM83406F102$1.6K139,6270.0%
International Business Machs COM(IBM)COM459200101$1.7K6,6990.0%
Home Depot Inc COM(HD)COM437076102$1.7K4,7170.0%
Select Sector Spdr TR Financial(XLF)ETF81369Y605$1.8K35,1330.0%
Blue OWL Capital Corporation COM(OBDC)COM69121K104$1.8K120,1610.0%
BlackRock MUN Income Quality COMCOM092479104$1.8K164,8440.0%
Qualcomm Inc COM(QCOM)COM747525103$1.9K12,4760.0%
Ishares Inc Msci JPN ETF New(EWJ)ETF46434G822$2.1K30,1380.0%
Ishares TR Core Msci Eafe(IEFA)ETF46432F842$2.1K27,4020.0%
PreviousPage 3 of 5Next