Portfolio (Quarterly)
Guide ↗
LM Advisors LLC
· CIK 0002011314| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Status |
|---|---|---|---|---|---|---|---|
| 1 | — | BLACKROCK MUN INCOME QUALITY COM | — | 1,812 | $166K | 2.98% | SOLD |
| 2 | AI | C3 AI INC CL A | Technology | 289 | $21K | 0.39% | SOLD |
| 3 | HTGC | HERCULES CAPITAL INC COM | Financial Services | 205 | $11K | 0.20% | SOLD |
| 4 | — | BIRKENSTOCK HOLDING PLC COM SHS | — | 356 | $9K | 0.16% | SOLD |
| 5 | AMT | AMERICAN TOWER CORP NEW COM | Real Estate | 1,176 | $7K | 0.12% | SOLD |
| 6 | NVO | NOVO-NORDISK A S ADR | Healthcare | 332 | $7K | 0.12% | SOLD |
| 7 | RBLX | ROBLOX CORP CL A | Technology | 427 | $5K | 0.10% | SOLD |
| 8 | GSK | GSK PLC SPONSORED ADR | Healthcare | 225 | $5K | 0.08% | SOLD |
| 9 | AAXJ | ISHARES TR MSCI AC ASIA ETF | — | 210 | $2K | 0.04% | SOLD |
| 10 | SBAC | SBA COMMUNICATIONS CORP NEW CL A | Real Estate | 415 | $2K | 0.04% | SOLD |
| 11 | WYNN | WYNN RESORTS LTD COM | Consumer Cyclical | 229 | $2K | 0.03% | SOLD |
| 12 | WM | WASTE MGMT INC DEL COM | Industrials | 201 | $914.0 | 0.02% | SOLD |
Sector Allocation
Financial Services
62.5%
Technology
11.5%
Consumer Cyclical
10.5%
Communication Services
8.0%
Healthcare
2.7%
Consumer Defensive
2.1%
Real Estate
1.0%
Energy
0.7%
Utilities
0.5%
Industrials
0.4%