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LM Advisors LLC

Q1 2026 Holdings

Filed 2026-05-14 | 212 holdings | $11.7M | 13F-HR | View on SEC ↗ · Holdings Table ↗

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IssuerClassCUSIPValue ↑Shares% Portfolio
Direxion Shares ETF Trust Daily Semiconduc(SOXL)ETF25459W458$7.8K3710.1%
J P Morgan Exchange Traded F Municipal ETF(JMUB)ETF46641Q647$7.8K3880.1%
Barclays Bank PLC Djubs Cmdt Etn36(DJP)ADR06738C778$8.0K3850.1%
Visa Inc COM CL A(V)Cl A92826C839$8.1K2,4400.1%
Exxon Mobil Corp COM(XOM)COM30231G102$8.2K1,4020.1%
First TR Exchng Traded FD VI FT Vest U.s EQT(GMAR)ETF33740F482$8.2K3440.1%
Vanguard Intl Equity Index F Ftse Europe ETF(VGK)ETF922042874$8.5K7030.1%
Johnson & Johnson COM(JNJ)COM478160104$9.0K2,2050.1%
Ishares TR Core S&P MCP ETF(IJH)ETF464287507$9.5K6380.1%
Proshares TR Ultrpro S&p500(UPRO)ETF74347X864$9.5K9210.1%
Tesla Inc COM(TSLA)COM88160R101$9.6K3,5540.1%
Ishares TR Expanded Tech(IGV)ETF464287515$9.9K7890.1%
Realty Income Corp COM(O)COM756109104$10.3K6320.1%
Shopify Inc CL A SUB VTG SHS(SHOP)Cl A82509L107$10.5K1,2510.1%
Ishares TR Russell 3000 ETF(IWV)ETF464287689$10.6K3,9450.1%
Servicenow Inc COM(NOW)COM81762P102$10.6K1,1130.1%
Enterprise Finl Svcs Corp COM(EFSC)COM293712105$10.8K5860.1%
Advanced Micro Devices Inc COM(AMD)COM007903107$10.9K2,2220.1%
Vanguard MUN BD FDS TAX Exempt BD(VTEB)ETF922907746$11.2K5570.1%
First TR Exchng Traded FD VI FT Vest US EQT(FJUL)ETF33740U208$12.0K6460.1%
Coca Cola Co COM(KO)COM191216100$12.1K9200.1%
First TR Exchange-Traded FD Nasdaq CYB ETF(CIBR)ETF33734X846$12.5K7810.1%
Disney Walt Co COM(DIS)COM254687106$12.5K1,2000.1%
Qualcomm Inc COM(QCOM)COM747525103$12.5K1,6030.1%
Spdr Gold TR Gold SHS(GLD)ETF78463V107$12.6K5,4020.1%
First TR Exchng Traded FD VI FT Vest US EQT(FMAR)ETF33740F599$12.7K6140.1%
Ishares TR Trust Ishare 0(SHV)ETF464288679$12.7K1,4010.1%
Rush Street Interactive Inc COM(RSI)COM782011100$13.0K2830.1%
Proshares TR Ultrpro Dow30(UDOW)ETF74347X823$13.3K6680.1%
Iren Limited Ordinary Shares(IREN)COMQ4982L109$13.6K4670.1%
JPMorgan Chase & Co COM(JPM)COM46625H100$14.0K4,1220.1%
Merck & Co Inc COM(MRK)COM58933Y105$14.3K1,7270.1%
Oracle Corp COM(ORCL)COM68389X105$14.6K2,1470.1%
First TR Exchng Traded FD VI FT Vest US EQT(FSEP)ETF33740U307$14.6K7360.1%
Alexandria Real Estate EQ in COM(ARE)COM015271109$14.7K6950.1%
First TR Exchng Traded FD VI FT Vest US EQT(XMAR)ETF33740F474$15.4K6150.1%
Nextera Energy Inc COM(NEE)COM65339F101$15.7K1,4540.1%
Meta Platforms Inc CL A(META)Cl A30303M102$16.4K9,4030.1%
Broadcom Inc COM(AVGO)COM11135F101$16.6K5,1220.1%
Ishares TR Calif MUN BD ETF(CMF)ETF464288356$16.9K9590.1%
Vanguard Index FDS Value ETF(VTV)ETF922908744$16.9K3,3030.1%
Salesforce Inc COM(CRM)COM79466L302$18.1K3,3660.2%
Royalty Pharma PLC SHS Class A(RPRX)ADRG7709Q104$18.9K9090.2%
Citigroup Inc COM New(C)COM172967424$19.4K2,1810.2%
Blackstone Inc COM(BX)COM09260D107$19.4K2,2310.2%
Ishares Ethereum TR SHS(ETHA)ETF46438R105$19.7K3120.2%
Netflix Inc. COM(NFLX)COM64110L106$20.4K1,9610.2%
BlackRock Munihldngs Cali COM(MUC)COM09254L107$21.8K2270.2%
Palo Alto Networks Inc COM(PANW)COM697435105$22.6K3,6220.2%
Blackstone Secd Lending FD Common Stock(BXSL)COM09261X102$24.0K5870.2%
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