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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 $776,923
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Microsoft Corp
 MSFT 235,082 $116,932 15.05%
2.
Tesla Inc.
 TSLA 215,251 $68,377 8.8%
3.
Apple Inc.
 AAPL 303,101 $62,187 8%
4.
Amazon Com Inc
 AMZN 268,139 $58,827 7.57%
5.
Vanguard Index Fds S&P 500 Etf Shs - ETF
 80,256 $45,589 5.87%
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)