LM Advisors LLC
226 holdingsFiling period: 2026-06-30Current AUM: $895.8Mestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | QQQ | INVESCO QQQ TR UNIT SER 1 | 95.4K | $70.3M | $68.6M | 7.66% | +49.3K | 2026-06-30 |
| 2 | VOO | VANGUARD INDEX FDS S&P 500 ETF SHS | 96.5K | $66.2M | $68.2M | 7.62% | +40.3K | 2026-06-30 |
| 3 | SPY | STATE STR SPDR S&P 500 ETF T TR UNIT | 325.2K | $61.1M | $63.0M | 7.04% | +272.9K | 2026-06-30 |
| 4 | AMZN | AMAZON COM INC COM | 243.4K | $58.1M | $63.0M | 7.03% | +189.7K | 2026-06-30 |
| 5 | GOOG | ALPHABET INC CAP STK CL C | 135.3K | $47.8M | $45.3M | 5.06% | +96.2K | 2026-06-30 |
| 6 | OMFL | INVESCO EXCH TRD SLF IDX FD RUSL 1000 DYNM | 574.6K | $39.3M | $40.5M | 4.52% | +538.8K | 2026-06-30 |
| 7 | AAPL | APPLE INC COM | 100.8K | $29.1M | $32.2M | 3.59% | +74.8K | 2026-06-30 |
| 8 | BRK-B | BERKSHIRE HATHAWAY INC DEL CL B NEW | 52.3K | $26.1M | $26.1M | 2.92% | +33.5K | 2026-06-30 |
| 9 | VIG | VANGUARD SPECIALIZED FUNDS DIV APP ETF | 100.6K | $23.8M | $24.3M | 2.72% | +78.8K | 2026-06-30 |
| 10 | DIA | STATE STR SPDR DOW JONES IND UT SER 1 | 42.2K | $22.0M | $22.5M | 2.52% | +25.3K | 2026-06-30 |
| 11 | GOOGL | ALPHABET INC CAP STK CL A | 46.8K | $16.7M | $15.8M | 1.77% | +32.9K | 2026-06-30 |
| 12 | TQQQ | PROSHARES TR ULTRAPRO QQQ | 198.9K | $16.1M | $14.4M | 1.61% | +197.6K | 2026-06-30 |
| 13 | MSFT | MICROSOFT CORP COM | 40.7K | $15.2M | $20.3M | 2.27% | +26.7K | 2026-06-30 |
| 14 | RSP | INVESCO EXCHANGE TRADED FD T S&P500 EQL WGT | 61.6K | $13.1M | $13.5M | 1.51% | +49.2K | 2026-06-30 |
| 15 | VTI | VANGUARD INDEX FDS TOTAL STK MKT | 33.9K | $12.5M | $12.9M | 1.44% | +22.7K | 2026-06-30 |
| 16 | VHT | VANGUARD WORLD FD HEALTH CAR ETF | 30.9K | $9.3M | $10.0M | 1.11% | +22.4K | 2026-06-30 |
| 17 | META | META PLATFORMS INC CL A | 15.7K | $8.9M | $9.7M | 1.08% | +6.3K | 2026-06-30 |
| 18 | IWV | ISHARES TR RUSSELL 3000 ETF | 19.3K | $8.2M | $8.5M | 0.95% | +15.4K | 2026-06-30 |
| 19 | SPXL | DIREXION SHARES ETF TRUST DA 500 BU 3X ETF | 30.3K | $8.2M | $8.8M | 0.98% | +29.6K | 2026-06-30 |
| 20 | GLD | SPDR GOLD TR GOLD SHS | 21.2K | $7.8M | $8.6M | 0.96% | +15.8K | 2026-06-30 |
| 21 | AVGO | BROADCOM INC COM | 20.0K | $7.5M | $7.1M | 0.80% | +14.9K | 2026-06-30 |
| 22 | NVDA | NVIDIA CORPORATION COM | 37.4K | $7.5M | $8.6M | 0.96% | +31.0K | 2026-06-30 |
| 23 | PANW | PALO ALTO NETWORKS INC COM | 21.9K | $7.4M | $7.3M | 0.81% | +18.2K | 2026-06-30 |
| 24 | DGRW | WISDOMTREE TR US QTLY DIV GRT | 73.4K | $7.0M | $7.3M | 0.82% | +67.2K | 2026-06-30 |
| 25 | LLY | ELI LILLY & CO COM | 5.6K | $6.8M | $6.5M | 0.73% | +957 | 2026-06-30 |
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