LM Advisors LLC
CIK
2011314
City
SAN DIEGO
State / Country
CA
Top Portfolio Positions
119 positions ·
$152,109,681 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| SPY |
Spdr S&P 500 ETF Trust
|
52,231 | $33,967,908 | 22.33% | |
| QQQ |
Invesco Qqq Trust, Series 1
|
46,096 | $26,605,689 | 17.49% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
53,620 | $11,167,437 | 7.34% | |
| BRK-B |
Berkshire Hathaway Inc
Financial Services
|
18,817 | $9,017,106 | 5.93% | |
| DIA |
Spdr Dow Jones Industrial Average ETF Trust
|
16,828 | $7,794,561 | 5.12% | |
| AAPL |
Apple Inc.
Technology
|
26,050 | $6,611,229 | 4.35% | |
| META |
Meta Platforms, Inc.
Communication Services
|
9,403 | $5,379,738 | 3.54% | |
| COST |
Costco Wholesale Corp /New
Consumer Defensive
|
5,352 | $5,332,893 | 3.51% | |
| MSFT |
Microsoft Corp
Technology
|
14,003 | $5,183,490 | 3.41% | |
| LLY |
ELI LILLY & Co
Healthcare
|
4,692 | $4,315,560 | 2.84% |
Portfolio Trend
10 quarters · across all stocks
Holdings in NDMO
Shares Held
Position Value (USD)
9 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $4,599 | 447 | Shares | Sole | 2026-05-14 | |
| 2025-09-30 | $527,043 | 50,726 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $510,810 | 50,726 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $520,448 | 50,726 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $528,314 | 52,726 | Shares | Sole | 2025-02-26 | |
| 2024-09-30 | $669,169 | 59,694 | Shares | Sole | 2024-11-07 | |
| 2024-06-30 | $656,802 | 60,815 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $656,873 | 60,319 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $597,761 | 60,319 | Shares | Sole | 2024-02-14 | |
| No 13F history on record for this holder in this stock. | ||||||