CIK 2011314
LM Advisors LLC
Institutional 13F holdings & portfolio
Holdings
210
Portfolio Value
$1M+
Latest Report
Dec 31, 2025
Report Periods
2
Holdings
13F filings as of Dec 31, 2025 · Showing 51–100 of 210
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| RSPH | INVESCO EXCHANGE TRADED FD T S&P500 EQL HLT | 966 | $15K–$50K | SH |
| PFE | PFIZER INC COM | 710 | $15K–$50K | SH |
| IIGD | INVESCO EXCH TRD SLF IDX FD INVT GRD DEFSV | 688 | $15K–$50K | SH |
| DGRW | WISDOMTREE TR US QTLY DIV GRT | 2K | $15K–$50K | SH |
| XLV | SELECT SECTOR SPDR TR STATE STREET HEA | 4K | $15K–$50K | SH |
| VZ | VERIZON COMMUNICATIONS INC COM | 1K | $15K–$50K | SH |
| BXSL | BLACKSTONE SECD LENDING FD COMMON STOCK | 623 | $15K–$50K | SH |
| MUC | BLACKROCK MUNIHLDNGS CALI QL COM | 231 | $15K–$50K | SH |
| AI | C3 AI INC CL A | 289 | $15K–$50K | SH |
| TQQQ | PROSHARES TR ULTRAPRO QQQ | 1K | $15K–$50K | SH |
| ARE | ALEXANDRIA REAL ESTATE EQ IN COM | 983 | $15K–$50K | SH |
| ETHA | ISHARES ETHEREUM TR SHS | 442 | $15K–$50K | SH |
| RPRX | ROYALTY PHARMA PLC SHS CLASS A | 683 | $15K–$50K | SH |
| CRM | SALESFORCE INC COM | 5K | $15K–$50K | SH |
| META | META PLATFORMS INC CL A | 11K | $15K–$50K | SH |
| FMAR | FIRST TR EXCHNG TRADED FD VI FT VEST US EQT | 825 | $15K–$50K | SH |
| C | CITIGROUP INC COM NEW | 2K | $15K–$50K | SH |
| NFLX | NETFLIX INC COM | 2K | $15K–$50K | SH |
| ORCL | ORACLE CORP COM | 3K | $15K–$50K | SH |
| VTV | VANGUARD INDEX FDS VALUE ETF | 3K | $15K–$50K | SH |
| AVGO | BROADCOM INC COM | 6K | $15K–$50K | SH |
| NEE | NEXTERA ENERGY INC COM | 1K | $15K–$50K | SH |
| XMAR | FIRST TR EXCHNG TRADED FD VI FT VEST US EQT | 614 | $15K–$50K | SH |
| O | REALTY INCOME CORP COM | 834 | $1K–$15K | SH |
| DIS | DISNEY WALT CO COM | 2K | $1K–$15K | SH |
| FSEP | FIRST TR EXCHNG TRADED FD VI FT VEST US EQT | 738 | $1K–$15K | SH |
| MRK | MERCK & CO INC COM | 2K | $1K–$15K | SH |
| SHV | ISHARES TR TRUST ISHARE 0-1 | 1K | $1K–$15K | SH |
| JPM | JPMORGAN CHASE & CO. COM | 4K | $1K–$15K | SH |
| CIBR | FIRST TR EXCHANGE TRADED FD NASDAQ CYB ETF | 937 | $1K–$15K | SH |
| RSI | RUSH STREET INTERACTIVE INC COM | 253 | $1K–$15K | SH |
| UDOW | PROSHARES TR ULTRPRO DOW30 | 701 | $1K–$15K | SH |
| KO | COCA COLA CO COM | 844 | $1K–$15K | SH |
| FJUL | FIRST TR EXCHNG TRADED FD VI FT VEST US EQT | 671 | $1K–$15K | SH |
| GLD | SPDR GOLD TR GOLD SHS | 5K | $1K–$15K | SH |
| QCOM | QUALCOMM INC COM | 2K | $1K–$15K | SH |
| AMD | ADVANCED MICRO DEVICES INC COM | 2K | $1K–$15K | SH |
| VTEB | VANGUARD MUN BD FDS TAX EXEMPT BD | 561 | $1K–$15K | SH |
| HTGC | HERCULES CAPITAL INC COM | 205 | $1K–$15K | SH |
| EFSC | ENTERPRISE FINL SVCS CORP COM | 585 | $1K–$15K | SH |
| IREN | IREN LIMITED ORDINARY SHARES | 393 | $1K–$15K | SH |
| IWV | ISHARES TR RUSSELL 3000 ETF | 4K | $1K–$15K | SH |
| IJH | ISHARES TR CORE S&P MCP ETF | 624 | $1K–$15K | SH |
| JNJ | JOHNSON & JOHNSON COM | 2K | $1K–$15K | SH |
| TSLA | TESLA INC COM | 4K | $1K–$15K | SH |
| BIRK | BIRKENSTOCK HOLDING PLC COM SHS | 356 | $1K–$15K | SH |
| GMAR | FIRST TR EXCHNG TRADED FD VI FT VEST U.S EQT | 338 | $1K–$15K | SH |
| XOM | EXXON MOBIL CORP COM | 990 | $1K–$15K | SH |
| V | VISA INC COM CL A | 3K | $1K–$15K | SH |
| DJP | BARCLAYS BANK PLC DJUBS CMDT ETN36 | 301 | $1K–$15K | SH |