LM Advisors LLC
213 holdingsFiling period: 2026-03-31Current AUM: $6.97Bestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | OMFL | INVESCO EXCH TRD SLF IDX FD RUSL 1000 DYNM | 35.7K | $595.3M | $685.1M | 9.83% | -2,138 | 2026-03-31 |
| 2 | NAC | NUVEEN CA DIVI ADV MUN COM | 3.9K | $330.6M | $332.6M | 4.77% | -- | 2026-03-31 |
| 3 | SPY | STATE STR SPDR S&P 500 ETF T TR UNIT | 52.2K | $317.7M | $364.9M | 5.23% | +2.4K | 2026-03-31 |
| 4 | NAD | NUVEEN QUALITY MUNCP INCOME COM | 3.4K | $297.8M | $303.3M | 4.35% | -- | 2026-03-31 |
| 5 | AMZN | AMAZON COM INC COM | 53.6K | $258.2M | $336.6M | 4.83% | -8,517 | 2026-03-31 |
| 6 | YSEP | FIRST TR EXCHNG TRADED FD VI FT VEST INT EQ M | 5.3K | $201.3M | $214.8M | 3.08% | -194 | 2026-03-31 |
| 7 | OBDC | BLUE OWL CAPITAL CORPORATION COM | 2.0K | $179.1M | $174.1M | 2.50% | -259 | 2026-03-31 |
| 8 | MHD | BLACKROCK MUNIHOLDINGS FD IN COM | 1.8K | $156.5M | $159.1M | 2.28% | -- | 2026-03-31 |
| 9 | GOOG | ALPHABET INC CAP STK CL C | 39.1K | $136.7M | $170.0M | 2.44% | -4,012 | 2026-03-31 |
| 10 | SOFI | SOFI TECHNOLOGIES INC COM | 1.7K | $104.6M | $107.4M | 1.54% | -1,490 | 2026-03-31 |
| 11 | AAPL | APPLE INC COM | 26.1K | $103.1M | $125.5M | 1.80% | -2,976 | 2026-03-31 |
| 12 | VIG | VANGUARD SPECIALIZED FUNDS DIV APP ETF | 21.7K | $101.1M | $112.5M | 1.61% | -404 | 2026-03-31 |
| 13 | VOO | VANGUARD INDEX FDS S&P 500 ETF SHS | 56.1K | $93.9M | $107.9M | 1.55% | -782 | 2026-03-31 |
| 14 | XJUN | FIRST TR EXCHNG TRADED FD VI FT VEST U.S | 4.0K | $93.2M | $96.7M | 1.39% | -8 | 2026-03-31 |
| 15 | FFEB | FIRST TR EXCHNG TRADED FD VI FT VEST US EQT | 5.1K | $91.5M | $100.5M | 1.44% | -186 | 2026-03-31 |
| 16 | IBIT | ISHARES BITCOIN TRUST ETF SHS BEN INT | 3.4K | $89.8M | $83.3M | 1.19% | -245 | 2026-03-31 |
| 17 | SDVY | FIRST TR EXCHANGE TRADED FD SMID RISNG ETF | 3.5K | $88.4M | $98.1M | 1.41% | +10 | 2026-03-31 |
| 18 | ACP | ABRDN INCOME CREDIT STRATEGI COM | 450 | $88.1M | $87.5M | 1.25% | -83 | 2026-03-31 |
| 19 | QQQ | INVESCO QQQ TR UNIT SER 1 | 46.1K | $79.9M | $95.2M | 1.37% | +1.7K | 2026-03-31 |
| 20 | BSV | VANGUARD BD INDEX FDS SHORT TRM BOND | 5.9K | $74.7M | $73.9M | 1.06% | -30 | 2026-03-31 |
| 21 | MSDL | MORGAN STANLEY DIRECT LENDIN COM SHS | 1.1K | $73.0M | $76.4M | 1.10% | -216 | 2026-03-31 |
| 22 | DGRW | WISDOMTREE TR US QTLY DIV GRT | 6.2K | $70.2M | $77.1M | 1.11% | +3.8K | 2026-03-31 |
| 23 | VWO | VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF | 3.7K | $67.7M | $73.6M | 1.06% | -51 | 2026-03-31 |
| 24 | IEMG | ISHARES INC CORE MSCI EMKT | 4.6K | $66.4M | $73.8M | 1.06% | -10 | 2026-03-31 |
| 25 | RSP | INVESCO EXCHANGE TRADED FD T S&P500 EQL WGT | 12.4K | $64.5M | $72.2M | 1.04% | +830 | 2026-03-31 |
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