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LM Advisors LLC

Q1 2025 Holdings

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

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IssuerClassCUSIPValue ↑Shares% Portfolio
Essex Ppty TR Inc COM(ESS)COM297178105$2.1K6,9270.0%
Bank America Corp COM(BAC)COM060505104$2.1K51,4250.0%
Goldman Sachs Group Inc COM(GS)COM38141G104$2.2K3,9780.0%
Select Sector Spdr TR SBI Int-Utils(XLU)ETF81369Y886$2.3K28,7440.0%
Oracle Corp COM(ORCL)COM68389X105$2.3K16,4970.0%
Johnson & Johnson COM(JNJ)COM478160104$2.3K13,9760.0%
First TR Exchng Traded FD VI FT Vest US EQT(GJAN)ETF33740F516$2.3K61,8050.0%
Eaton Corp PLC SHS(ETN)ADRG29183103$2.3K8,5690.0%
Palantir Technologies Inc CL A(PLTR)Cl A69608A108$2.4K28,3820.0%
Spdr S&P Midcap 400 ETF TR Utser1 S&pdcrp(MDY)ETF78467Y107$2.4K4,5140.0%
Merck & Co Inc COM(MRK)COM58933Y105$2.4K26,9480.0%
JPMorgan Chase & Co. COM(JPM)COM46625H100$2.4K9,9510.0%
Mastercard Incorporated CL A(MA)Cl A57636Q104$2.5K4,6000.0%
Visa Inc COM CL A(V)Cl A92826C839$2.6K7,4480.0%
Invesco Exch Traded FD TR II S&p500 HDL VOL(SPHD)ETF46138E362$2.9K58,0220.0%
Tesla Inc COM(TSLA)COM88160R101$2.9K11,2490.0%
Vanguard Index FDS Value ETF(VTV)ETF922908744$3.0K17,2320.0%
Vanguard Intl Equity Index F Ftse EMR MKT ETF(VWO)ETF922042858$3.2K70,9760.0%
Ishares Gold TR Ishares New(IAU)ETF464285204$3.3K56,1420.0%
Walmart Inc COM(WMT)COM931142103$3.4K38,5810.0%
Nuveen Quality Muncp Income COM(NAD)COM67066V101$3.6K308,2490.0%
First TR Exchng Traded FD VI FT Vest U.s(XJUN)ETF33740U844$3.6K94,3800.0%
Ishares Inc Core Msci Emkt(IEMG)ETF46434G103$3.7K69,4690.0%
Nuveen CA Qualty MUN Income COM(NAC)COM67066Y105$3.8K337,9130.0%
Vanguard Index FDS Real Estate ETF(VNQ)ETF922908553$3.9K42,8140.0%
Select Sector Spdr TR SBI Healthcare(XLV)ETF81369Y209$3.9K26,6670.0%
Wells Fargo Co New Perp PFD CNV A(WFC)PFD949746804$4.2K3,4670.0%
Ishares TR U.S. MED DVC ETF(IHI)ETF464288810$4.3K70,9620.0%
First TR Exchng Traded FD VI FT Vest US EQT(FFEB)ETF33740F763$4.3K88,8480.0%
First TR Exchng Traded FD VI FT Vest INT EQ M(YSEP)ETF33740U828$4.4K195,2800.0%
Salesforce Inc COM(CRM)COM79466L302$4.7K17,5850.0%
ELI Lilly & Co COM(LLY)COM532457108$4.9K5,8780.0%
Nvidia Corporation COM(NVDA)COM67066G104$4.9K45,1240.0%
Vanguard BD Index FDS Short TRM Bond(BSV)ETF921937827$5.8K74,6840.0%
Spdr DOW Jones Indl Average UT SER 1(DIA)ETF78467X109$6.1K14,5910.0%
Berkshire Hathaway Inc del CL B New(BRK/B)Cl B084670702$7.8K14,7210.0%
Meta Platforms Inc CL A(META)Cl A30303M102$8.0K13,8510.0%
Berkshire Hathaway Inc del CL A(BRK/A)Cl A084670108$8.0K100.0%
Vanguard World FD Health CAR ETF(VHT)ETF92204A504$8.8K33,0710.0%
Vanguard Index FDS Total STK MKT(VTI)ETF922908769$9.6K34,8920.0%
Invesco Exchange Traded FD T S&p500 EQL WGT(RSP)ETF46137V357$10.4K60,2360.0%
Microsoft Corp COM(MSFT)COM594918104$15.2K40,4320.0%
Invesco QQQ TR Unit SER 1(QQQ)ETF46090E103$15.8K33,7480.0%
Vanguard Specialized Funds DIV APP ETF(VIG)ETF921908844$18.8K96,7890.0%
Invesco Exch TRD SLF IDX FD Rusl 1000 Dynm(OMFL)ETF46138J619$33.7K632,4850.0%
Spdr S&P 500 ETF TR TR Unit(SPY)ETF78462F103$35.3K63,0510.0%
Vanguard Index FDS S&P 500 ETF SHS(VOO)ETF922908363$40.9K79,5020.0%
Boston Scientific Corp COM(BSX)COM101137107$275.0K2,7270.2%
Conocophillips COM(COP)COM20825C104$278.0K2,6460.2%
Abbvie Inc COM(ABBV)COM00287Y109$455.0K2,1700.4%
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