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 101–150 of 210
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| XBI | SPDR SERIES TRUST STATE STREET SPD | 946 | $1K–$15K | SH |
| VGK | VANGUARD INTL EQUITY INDEX F FTSE EUROPE ETF | 617 | $1K–$15K | SH |
| INFL | LISTED FDS TR HORIZON KINETICS | 315 | $1K–$15K | SH |
| XLE | SELECT SECTOR SPDR TR STATE STREET ENE | 303 | $1K–$15K | SH |
| AMT | AMERICAN TOWER CORP NEW COM | 1K | $1K–$15K | SH |
| IBB | ISHARES TR ISHARES BIOTECH | 1K | $1K–$15K | SH |
| NVO | NOVO-NORDISK A S ADR | 332 | $1K–$15K | SH |
| GM | GENERAL MTRS CO COM | 527 | $1K–$15K | SH |
| PYPL | PAYPAL HLDGS INC COM | 377 | $1K–$15K | SH |
| EPD | ENTERPRISE PRODS PARTNERS L COM | 204 | $1K–$15K | SH |
| GSEP | FIRST TR EXCHNG TRADED FD VI FT VEST U.S EQT | 241 | $1K–$15K | SH |
| BX | BLACKSTONE INC COM | 957 | $1K–$15K | SH |
| ESS | ESSEX PPTY TR INC COM | 2K | $1K–$15K | SH |
| MS | MORGAN STANLEY COM NEW | 1K | $1K–$15K | SH |
| PPA | INVESCO EXCHANGE TRADED FD T AEROSPACE DEFN | 940 | $1K–$15K | SH |
| EEM | ISHARES TR MSCI EMG MKT ETF | 325 | $1K–$15K | SH |
| IWM | ISHARES TR RUSSELL 2000 ETF | 1K | $1K–$15K | SH |
| UPRO | PROSHARES TR ULTRPRO S&P500 | 662 | $1K–$15K | SH |
| ADBE | ADOBE INC COM | 2K | $1K–$15K | SH |
| COST | COSTCO WHSL CORP NEW COM | 5K | $1K–$15K | SH |
| RBLX | ROBLOX CORP CL A | 427 | $1K–$15K | SH |
| BBJP | J P MORGAN EXCHANGE TRADED F BETABULDRS JAPAN | 346 | $1K–$15K | SH |
| SOXL | DIREXION SHS ETF TR DLY SCOND 3XBU | 216 | $1K–$15K | SH |
| LLY | ELI LILLY & CO COM | 5K | $1K–$15K | SH |
| UNH | UNITEDHEALTH GROUP INC COM | 2K | $1K–$15K | SH |
| PANW | PALO ALTO NETWORKS INC COM | 902 | $1K–$15K | SH |
| EPI | WISDOMTREE TR INDIA ERNGS FD | 223 | $1K–$15K | SH |
| FEZ | SPDR INDEX SHS FDS EURO STOXX 50 | 307 | $1K–$15K | SH |
| DGRO | ISHARES TR CORE DIV GRWTH | 325 | $1K–$15K | SH |
| GSK | GSK PLC SPONSORED ADR | 225 | $1K–$15K | SH |
| NKE | NIKE INC CL B | 286 | $1K–$15K | SH |
| CVX | CHEVRON CORP NEW COM | 684 | $1K–$15K | SH |
| AGG | ISHARES TR CORE US AGGBD ET | 425 | $1K–$15K | SH |
| MRVL | MARVELL TECHNOLOGY INC COM | 348 | $1K–$15K | SH |
| GS | GOLDMAN SACHS GROUP INC COM | 4K | $1K–$15K | SH |
| FISV | FISERV INC COM | 269 | $1K–$15K | SH |
| TXRH | TEXAS ROADHOUSE INC COM | 664 | $1K–$15K | SH |
| KBWB | INVESCO EXCH TRADED FD TR II KBW BK ETF | 337 | $1K–$15K | SH |
| LQD | ISHARES TR IBOXX INV CP ETF | 438 | $1K–$15K | SH |
| ITA | ISHARES TR US AER DEF ETF | 841 | $1K–$15K | SH |
| PLD | PROLOGIS INC. COM | 500 | $1K–$15K | SH |
| TGT | TARGET CORP COM | 381 | $1K–$15K | SH |
| MDY | SPDR S&P MIDCAP 400 ETF TR UTSER1 S&PDCRP | 2K | $1K–$15K | SH |
| SPXL | DIREXION SHS ETF TR DRX S&P500BULL | 849 | $1K–$15K | SH |
| IXJ | ISHARES TR GLOB HLTHCRE ETF | 365 | $1K–$15K | SH |
| RTX | RTX CORPORATION COM | 681 | $1K–$15K | SH |
| MA | MASTERCARD INCORPORATED CL A | 2K | $1K–$15K | SH |
| BK | BANK NEW YORK MELLON CORP COM | 405 | $1K–$15K | SH |
| WFC-PL | WELLS FARGO CO NEW PERP PFD CNV A | 4K | $1K–$15K | SH |
| VEA | VANGUARD TAX-MANAGED FDS VAN FTSE DEV MKT | 214 | $1K–$15K | SH |