LM Advisors LLC

13F Filings History

Latest 13F report
Q4 2024 - Feb 12, 2025
Value $
$559M
Signature - Title
Jonathan Chatfield - CHIEF COMPLIANCE OFFICER
Location
San Diego, CA
Summary
This page shows a list of all the recent 13F filings made by LM Advisors LLC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. LM Advisors LLC reported 187 stock holdings with total value $559M as of Q4 2024. Top holdings included AMZN, VOO, SPY, OMFL, and GOOG.
Holdings Value