Lm-Advisors

AI_NATIVE detailed information: This accession holds the following tickers:[
  null,
  null,
  "FLEX",
  null,
  "ABT",
  "ABBV",
  "ADBE",
  "OBDC",
  "A",
  "BABA",
  null,
  "ALL",
  "GOOGL",
  "AXP",
  "ASML",
  "BLK",
  "AYI",
  "CAT",
  "AVGO",
  "LOW",
  "BSX",
  "NICE",
  "NAD",
  "ESS",
  "BMEZ",
  "FCX",
  "MSDL",
  "GILD",
  "MUC",
  "BSTZ",
  "HD",
  null,
  null,
  null,
  "MCD",
  null,
  null,
  null,
  "QCOM",
  "ITW",
  "EMR",
  "BKNG",
  "META",
  "IJH",
  null,
  "NAC",
  "BYM",
  "NDMO",
  null,
  null,
  "MA",
  "MSFT",
  "MS",
  "GE",
  null,
  "OXY",
  null,
  null,
  null,
  "ORLY",
  "PCAR",
  "BX",
  "AMP",
  "DG",
  "IJR",
  "KLAC",
  "IWD",
  "ORCL",
  "VHT",
  null,
  "EEM",
  null,
  "IWF",
  "PANW",
  "PYPL",
  "PEP",
  "PNC",
  "IEMG",
  "HTGC",
  null,
  null,
  "IVV",
  "UNH",
  "AAPL",
  "SPY",
  "BXSL",
  "ECL",
  "NVDA",
  "GS",
  "PLTR",
  "PFE",
  "LMT",
  "PG",
  "MRK",
  "VZ",
  "AMGN",
  "IEFA",
  "SPGI",
  null,
  "NOW",
  "SHOP",
  "O",
  "RTX",
  "GLD",
  null,
  "AMT",
  "IBM",
  "TXN",
  "TGT",
  "TMO",
  "UPS",
  "VNQ",
  "VXF",
  "VWO",
  null,
  null,
  "IWV",
  "SBAC",
  null,
  "DLY",
  null,
  "VIG",
  "ACP",
  null,
  "TSM",
  "GSK",
  null,
  null,
  null,
  null,
  "GM",
  "ACGL",
  "AMD",
  "SDY",
  "DRI",
  "NCLH",
  "BKR",
  "EFSC",
  null,
  "AMZN",
  "MSI",
  null,
  null,
  "RGA",
  "VGT",
  "VEA",
  "VGK",
  "VTEB",
  "BND",
  "VOT",
  "BSV",
  "VOO",
  "VTV",
  "V",
  "WMT",
  null,
  null,
  "WDAY",
  "OC",
  "SOFI",
  "CHKP",
  null,
  "NXPI",
  "PSX",
  "CRM",
  "DIA",
  null,
  null,
  null,
  "MELI",
  "DGRO",
  null,
  null,
  "ADP",
  "BAC",
  "BK",
  "BRK-A",
  "BRK-B",
  "BA",
  "BF-B",
  "CDNS",
  "CARR",
  "CVX",
  "C",
  "CME",
  "KO",
  "CL",
  "COP",
  "COST",
  "CRWD",
  "RSP",
  "EWJ",
  "USMV",
  "NEE",
  "NKE",
  "STT",
  "QQQ",
  "IWM",
  "EPD",
  "MDY",
  "DIS",
  "ELV",
  "ETN",
  "GOOG",
  "XOM",
  "JNJ",
  "LLY",
  "TSLA",
  "PLD",
  "NFLX",
  null,
  "XLK",
  "ITOT",
  "VTI",
  "JPM"
]

Filing Details

13F-HR • 2025-03-31

SEC FilingSEC DataHachi Filing

Report Date: 2025-03-31
Filing Date: 2025-05-13
Total Holdings: 215
Total Value: 555401
Accession Number: 0002011314-25-000002
Form Type: 13F-HR
CIK: lm-advisors
Manager Name: Lm-Advisors

Data Enrichment

80% identified

171 identified44 unidentified

Holdings

SEC FilingSEC DataHachi Filing

Manager:

215 positions • $555.4K total value

SEC FilingSEC DataHachi Filing

Manager:

Search and click to pin securities to the top

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AMAZON COM INC

AMZN|023135106

Shares:248.7K

Value:$47.3M

% of Portfolio:8518.9% ($47.3M/$555.4K)

922908363

VOO|922908363

Shares:79.5K

Value:$40.9M

% of Portfolio:7356.3% ($40.9M/$555.4K)

SPDR S&P 500 ETF TRUST

SPY|78462F103

Shares:63.1K

Value:$35.3M

% of Portfolio:6350.4% ($35.3M/$555.4K)

46138J619

Shares:632.5K

Value:$33.7M

% of Portfolio:6070.9% ($33.7M/$555.4K)

Apple Inc.

AAPL|037833100

Shares:102.3K

Value:$22.7M

% of Portfolio:4089.8% ($22.7M/$555.4K)

Alphabet Inc.

GOOG|02079K107

Shares:135.4K

Value:$21.1M

% of Portfolio:3808.1% ($21.1M/$555.4K)

921908844

VIG|921908844

Shares:96.8K

Value:$18.8M

% of Portfolio:3380.6% ($18.8M/$555.4K)

INVESCO QQQ TRUST, SERIES 1

QQQ|46090E103

Shares:33.7K

Value:$15.8M

% of Portfolio:2849.3% ($15.8M/$555.4K)

MICROSOFT CORP

MSFT|594918104

Shares:40.4K

Value:$15.2M

% of Portfolio:2732.8% ($15.2M/$555.4K)

46137V357

RSP|46137V357

Shares:60.2K

Value:$10.4M

% of Portfolio:1878.8% ($10.4M/$555.4K)

922908769

VTI|922908769

Shares:34.9K

Value:$9.6M

% of Portfolio:1726.7% ($9.6M/$555.4K)

92204A504

VHT|92204A504

Shares:33.1K

Value:$8.8M

% of Portfolio:1576.3% ($8.8M/$555.4K)

Alphabet Inc.

GOOGL|02079K305

Shares:55.9K

Value:$8.6M

% of Portfolio:1556.5% ($8.6M/$555.4K)

BERKSHIRE HATHAWAY INC

BRK-A|084670108

Shares:10

Value:$8.0M

% of Portfolio:1437.5% ($8.0M/$555.4K)

Meta Platforms, Inc.

META|30303M102

Shares:13.9K

Value:$8.0M

% of Portfolio:1437.3% ($8.0M/$555.4K)

BERKSHIRE HATHAWAY INC

BRK-B|084670702

Shares:14.7K

Value:$7.8M

% of Portfolio:1411.6% ($7.8M/$555.4K)

SPDR DOW JONES INDUSTRIAL AVERAGE ETF TRUST

DIA|78467X109

Shares:14.6K

Value:$6.1M

% of Portfolio:1103.0% ($6.1M/$555.4K)

921937827

BSV|921937827

Shares:74.7K

Value:$5.8M

% of Portfolio:1052.6% ($5.8M/$555.4K)

NVIDIA CORP

NVDA|67066G104

Shares:45.1K

Value:$4.9M

% of Portfolio:880.6% ($4.9M/$555.4K)

ELI LILLY & Co

LLY|532457108

Shares:5.9K

Value:$4.9M

% of Portfolio:874.1% ($4.9M/$555.4K)

Instrument	Shares		Other Manager	Value	% of Portfolio
AMAZON COM INC(AMZNcusip023135106)	248.7K	QoQ +2.10% (-5.1K) YoY -13.58% (-39.1K)	All Managers (Combined)	$47.3M	8518.9% ($47.3M/$555.4K)	QoQ -11.45% (-$6) YoY -7.58% (-$4)
(VOOcusip922908363)	79.5K	QoQ +2.95% (-2.3K) YoY -35.72% (-44.2K)	All Managers (Combined)	$40.9M	7356.3% ($40.9M/$555.4K)	QoQ -1.79% (-$1) YoY -31.03% (-$18)
SPDR S&P 500 ETF TRUST(SPYcusip78462F103)	63.1K	QoQ +8.37% (+4.9K) YoY +3.40% (+2.1K)	All Managers (Combined)	$35.3M	6350.4% ($35.3M/$555.4K)	QoQ +3.09% (+$1) YoY +10.58% (+$3)
(cusip46138J619)✕	632.5K	QoQ +1.11% (-6.9K) YoY -2.33% (-15.1K)	All Managers (Combined)	$33.7M	6070.9% ($33.7M/$555.4K)	QoQ -0.59% (-$0) YoY -4.27% (-$2)
Apple Inc.(AAPLcusip037833100)	102.3K	QoQ +5.20% (-5.1K) YoY -36.68% (-59.2K)	All Managers (Combined)	$22.7M	4089.8% ($22.7M/$555.4K)	QoQ -6.68% (-$2) YoY -17.98% (-$5)
Alphabet Inc.(GOOGcusip02079K107)	135.4K	QoQ +0.59% (-800) YoY -8.70% (-12.9K)	All Managers (Combined)	$21.1M	3808.1% ($21.1M/$555.4K)	QoQ -17.47% (-$4) YoY -6.32% (-$1)
(VIGcusip921908844)	96.8K	QoQ +3.37% (+3.2K) YoY +12.01% (+10.4K)	All Managers (Combined)	$18.8M	3380.6% ($18.8M/$555.4K)	QoQ +2.39% (+$0) YoY +20.80% (+$3)
INVESCO QQQ TRUST, SERIES 1(QQQcusip46090E103)	33.7K	QoQ +10.66% (+3.3K) YoY +2.84% (+934)	All Managers (Combined)	$15.8M	2849.3% ($15.8M/$555.4K)	QoQ +1.50% (+$0) YoY +9.58% (+$1)
MICROSOFT CORP(MSFTcusip594918104)	40.4K	QoQ +10.15% (-3.7K) YoY -5.01% (-2.1K)	All Managers (Combined)	$15.2M	2732.8% ($15.2M/$555.4K)	QoQ -1.89% (-$0) YoY -15.24% (-$3)
(RSPcusip46137V357)	60.2K	QoQ +17.51% (+9.0K) YoY +80.94% (+26.9K)	All Managers (Combined)	$10.4M	1878.8% ($10.4M/$555.4K)	QoQ +16.17% (+$1) YoY +95.66% (+$5)
(VTIcusip922908769)	34.9K	QoQ -2.20% (-788) YoY -13.09% (-5.3K)	All Managers (Combined)	$9.6M	1726.7% ($9.6M/$555.4K)	QoQ -7.25% (-$1) YoY -8.09% (-$1)
(VHTcusip92204A504)	33.1K	QoQ +0.24% (+81) YoY -6.33% (-2.2K)	All Managers (Combined)	$8.8M	1576.3% ($8.8M/$555.4K)	QoQ +4.61% (+$0) YoY -5.11% (-$0)
Alphabet Inc.(GOOGLcusip02079K305)	55.9K	QoQ +13.68% (-6.7K) YoY -3.75% (-2.2K)	All Managers (Combined)	$8.6M	1556.5% ($8.6M/$555.4K)	QoQ -7.12% (-$1) YoY -1.38% (-$0)
BERKSHIRE HATHAWAY INC(BRK-Acusip084670108)	10	QoQ 0.00% (+0) YoY -50.00% (-10)	All Managers (Combined)	$8.0M	1437.5% ($8.0M/$555.4K)	QoQ +17.25% (+$1) YoY -37.07% (-$5)
Meta Platforms, Inc.(METAcusip30303M102)	13.9K	QoQ +3.13% (+421) YoY -2.00% (-283)	All Managers (Combined)	$8.0M	1437.3% ($8.0M/$555.4K)	QoQ +1.52% (+$0) YoY +16.31% (-$1)
BERKSHIRE HATHAWAY INC(BRK-Bcusip084670702)	14.7K	QoQ +2.15% (+311) YoY -36.23% (-8.4K)	All Managers (Combined)	$7.8M	1411.6% ($7.8M/$555.4K)	QoQ +20.02% (+$1) YoY -19.25% (-$2)
SPDR DOW JONES INDUSTRIAL AVERAGE ETF TRUST(DIAcusip78467X109)	14.6K	QoQ +8.24% (+1.1K) YoY +7.81% (+1.1K)	All Managers (Combined)	$6.1M	1103.0% ($6.1M/$555.4K)	QoQ +6.50% (+$0) YoY +14.80% (+$1)
(BSVcusip921937827)	74.7K	QoQ 0.00% (+0) YoY -1.03% (-782)	All Managers (Combined)	$5.8M	1052.6% ($5.8M/$555.4K)	QoQ +1.29% (+$0) YoY +1.03% (-$0)
NVIDIA CORP(NVDAcusip67066G104)	45.1K	QoQ +43.42% (+13.7K) YoY +1243.37% (+41.8K)	All Managers (Combined)	$4.9M	880.6% ($4.9M/$555.4K)	QoQ +15.76% (+$1) YoY +61.15% (+$2)
ELI LILLY & Co(LLYcusip532457108)	5.9K	QoQ -4.23% (-260) YoY +10.48% (+558)	All Managers (Combined)	$4.9M	874.1% ($4.9M/$555.4K)	QoQ +2.44% (-$0) YoY +17.29% (+$1)