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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 $5,563,017
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Invesco Exch Trd Slf Idx Fd Rusl 1000 Dynm - ETF
 37,863 $619,356 11.13%
2.
Spdr S & P 500 Etf Trust
 SPY 49,811 $280,885 5.05%
3.
Amazon Com Inc
 AMZN 62,137 $269,201 4.84%
4.
First Tr Exchng Traded Fd Vi Ft Vest Int Eq M - ETF
 5,462 $209,941 3.77%
5.
Blue Owl Capital Corp
 OBDC 2,293 $179,107 3.22%
Insider Monkey Quarterly Strategy
+427.7% Insider Monkey Quarterly Strategy
+163.1% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
400%
200%
0%

Returns since its inception in May 2014 (through August 15th, 2025)

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