LM Advisors LLC
All holdings · as of Dec 31, 2025
| Company | Value | % of portfolio |
|---|---|---|
| INVESCO EXCHANGE TRADED FD T S&P500 EQL HLT | $30.3K | 0.5% |
| PFIZER INC | $28.5K | 0.5% |
| INVESCO EXCH TRD SLF IDX FD INVT GRD DEFSV | $27.7K | 0.5% |
| WISDOMTREE TR US QTLY DIV GRT | $26.4K | 0.5% |
| SELECT SECTOR SPDR TR STATE STREET HEA | $25.4K | 0.5% |
| VERIZON COMMUNICATIONS INC | $25.0K | 0.4% |
| Blackstone Secured Lending FundBXSL | $23.0K | 0.4% |
| BlackRock MuniHoldings California Quality Fund, Inc.MUC | $21.8K | 0.4% |
| C3.ai, Inc. | $21.4K | 0.4% |
| PROSHARES TR ULTRAPRO QQQ | $21.1K | 0.4% |
| Alexandria Real Estate Equities Inc | $19.8K | 0.4% |
| ISHARES ETHEREUM TR SHS | $19.7K | 0.4% |
| ROYALTY PHARMA PLC SHS CLASS A | $17.7K | 0.3% |
| Salesforce Inc | $17.4K | 0.3% |
| Meta Platforms Inc | $17.4K | 0.3% |
| FIRST TR EXCHNG TRADED FD VI FT VEST US EQT | $17.4K | 0.3% |
| CITIGROUP INC | $17.1K | 0.3% |
| Netflix Inc | $16.9K | 0.3% |
| ORACLE CORP | $16.9K | 0.3% |
| VANGUARD INDEX FDS VALUE ETF | $16.7K | 0.3% |
| Broadcom Inc. | $15.9K | 0.3% |
| NEXTERA ENERGY INC | $15.7K | 0.3% |
| First Trust Exchange-Traded Fund VIII | $15.4K | 0.3% |
| REALTY INCOME CORP | $14.7K | 0.3% |
| Walt Disney Co | $14.7K | 0.3% |
| FIRST TR EXCHNG TRADED FD VI FT VEST US EQT | $14.3K | 0.3% |
| Merck & Co., Inc. | $14.3K | 0.3% |
| ISHARES TR TRUST ISHARE 0-1 | $13.6K | 0.2% |
| JPMORGAN CHASE & CO | $13.2K | 0.2% |
| FIRST TR EXCHANGE TRADED FD NASDAQ CYB ETF | $13.1K | 0.2% |
| Rush Street Interactive, Inc. | $13.0K | 0.2% |
| PROSHARES TR ULTRPRO DOW30 | $12.1K | 0.2% |
| COCA COLA CO | $12.1K | 0.2% |
| First Trust Exchange-Traded Fund VIII | $12.0K | 0.2% |
| SPDR GOLD TR GOLD SHS | $11.9K | 0.2% |
| QUALCOMM INC/DE | $11.7K | 0.2% |
| ADVANCED MICRO DEVICES INC | $11.4K | 0.2% |
| VANGUARD MUN BD FDS TAX EXEMPT BD | $11.2K | 0.2% |
| Hercules Capital, Inc.HTGC | $10.9K | 0.2% |
| Enterprise Financial Services Corp | $10.8K | 0.2% |
| IREN LIMITED ORDINARY SHARES | $10.4K | 0.2% |
| ISHARES TR RUSSELL 3000 ETF | $9.9K | 0.2% |
| ISHARES TR CORE S&P MCP ETF | $9.5K | 0.2% |
| JOHNSON & JOHNSON | $9.1K | 0.2% |
| Tesla Inc | $8.9K | 0.2% |
| Birkenstock Holding plc | $8.7K | 0.2% |
| First Trust Exchange-Traded Fund VIII | $8.2K | 0.1% |
| EXXON MOBIL CORP | $8.2K | 0.1% |
| Visa Inc | $8.0K | 0.1% |
| BARCLAYS BANK PLC DJUBS CMDT ETN36 | $8.0K | 0.1% |