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Home > Institutional Investor > Lm Advisors Llc > Profile

Instuitional Investor - Lm Advisors Llc

Fund Profile
Filing Period:
Fund Name: Lm Advisors Llc
Portfolio Value $555,401
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Amazon Com Inc
 AMZN 248,683 $47,314 8.52%
2.
Vanguard Index Fds S&P 500 Etf Shs - ETF
 79,502 $40,857 7.36%
3.
Spdr S & P 500 Etf Trust
 SPY 63,051 $35,270 6.35%
4.
Invesco Exch Trd Slf Idx Fd Rusl 1000 Dynm - ETF
 632,485 $33,718 6.07%
5.
Apple Inc.
 AAPL 102,258 $22,715 4.09%
Insider Monkey Quarterly Strategy
+373.4% Insider Monkey Quarterly Strategy
+154.9% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
300%
200%
100%
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Returns since its inception in May 2014 (through February 19th, 2025)