LM Advisors LLC
All holdings · as of Dec 31, 2025
| Company | Value | % of portfolio |
|---|---|---|
| INVESCO EXCH TRD SLF IDX FD RUSL 1000 DYNM | $619.4K | 11.1% |
| SPDR S&P 500 ETF TR TR UNIT | $280.9K | 5.0% |
| Amazon.com Inc | $269.2K | 4.8% |
| First Trust Exchange-Traded Fund VIII | $209.9K | 3.8% |
| Blue Owl Capital CorpOBDC | $179.1K | 3.2% |
| BLACKROCK MUN INCOME QUALITY COM | $165.6K | 3.0% |
| Alphabet Inc. | $137.3K | 2.5% |
| SoFi Technologies, Inc. | $120.3K | 2.2% |
| Apple Inc. | $106.8K | 1.9% |
| VANGUARD SPECIALIZED FUNDS DIV APP ETF | $100.8K | 1.8% |
| abrdn Income Credit Strategies Fund | $97.2K | 1.7% |
| First Trust Exchange-Traded Fund VIII | $93.4K | 1.7% |
| FIRST TR EXCHNG TRADED FD VI FT VEST US EQT | $93.4K | 1.7% |
| VANGUARD INDEX FDS S&P 500 ETF SHS | $90.7K | 1.6% |
| FIRST TR EXCHANGE-TRADED FD SMID RISNG ETF | $90.6K | 1.6% |
| VANGUARD BD INDEX FDS SHORT TRM BOND | $74.7K | 1.3% |
| Morgan Stanley Direct Lending FundMSDL | $74.6K | 1.3% |
| ISHARES BITCOIN TRUST ETF SHS BEN INT | $74.4K | 1.3% |
| INVESCO QQQ TR UNIT SER 1 | $72.3K | 1.3% |
| VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF | $69.0K | 1.2% |
| ISHARES INC CORE MSCI EMKT | $68.8K | 1.2% |
| First Trust Exchange-Traded Fund VIII | $62.0K | 1.1% |
| INVESCO EXCHANGE TRADED FD T S&P500 EQL WGT | $60.2K | 1.1% |
| ISHARES INC MSCI EMERG MRKT | $59.8K | 1.1% |
| ISHARES TR U.S. MED DVC ETF | $59.6K | 1.1% |
| GOLUB CAP BDC INC COM | $59.5K | 1.1% |
| First Trust Exchange-Traded Fund VIII | $58.7K | 1.1% |
| INVESCO EXCH TRADED FD TR II S&P500 HDL VOL | $57.1K | 1.0% |
| SELECT SECTOR SPDR TR STATE STREET UTI | $56.3K | 1.0% |
| ISHARES GOLD TR ISHARES NEW | $53.5K | 1.0% |
| COLUMBIA ETF TR I RESH ENHNC COR | $52.3K | 0.9% |
| BANK OF AMERICA CORP /DE | $50.5K | 0.9% |
| First Trust Exchange-Traded Fund VIII | $48.8K | 0.9% |
| Alphabet Inc. | $46.4K | 0.8% |
| Walmart Inc. | $45.9K | 0.8% |
| COLUMBIA ETF TR I MULTI SEC MUNI | $44.8K | 0.8% |
| EA SERIES TRUST ALTRIUS GBL DIV | $44.5K | 0.8% |
| BlackRock Science & Technology Term TrustBSTZ | $41.6K | 0.7% |
| Life Time Group Holdings, Inc. | $40.0K | 0.7% |
| Palantir Technologies Inc | $39.8K | 0.7% |
| Warren E. Buffett | $39.6K | 0.7% |
| SPDR DOW JONES INDL AVERAGE UT SER 1 | $36.5K | 0.7% |
| NVIDIA Corp | $36.1K | 0.6% |
| MICROSOFT CORP | $35.2K | 0.6% |
| ISHARES TR CORE MSCI EAFE | $35.0K | 0.6% |
| SELECT SECTOR SPDR TR STATE STREET FIN | $35.0K | 0.6% |
| VANGUARD INDEX FDS TOTAL STK MKT | $34.9K | 0.6% |
| First Trust Exchange-Traded Fund VIII | $31.3K | 0.6% |
| VANGUARD WORLD FD HEALTH CAR ETF | $31.1K | 0.6% |
| ISHARES INC MSCI JAPAN ETF | $30.6K | 0.6% |