LM ADVISORS LLC
Latest 13F filing data - Q3 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | AMZN | 269K | $59.15M |
 | GOOG | 138K | $33.61M |
 | OBDC | 127K | $1.66M |
 | SOFI | 127K | $3.34M |
 | AAPL | 105K | $26.86M |
 | MSDL | 56K | $925.00K |
 | GOOGL | 49K | $11.84M |
 | WMT | 46K | $4.77M |
 | BAC | 41K | $2.11M |
 | PLTR | 39K | $7.20M |
 | BRK-B | 37K | $18.70M |
 | HTZ | 37K | $249.00K |
 | NVDA | 36K | $6.76M |
 | MSFT | 35K | $18.20M |
 | LTH | 26K | $718.00K |
 | VZ | 25K | $1.11M |
 | AI | 21K | $372.00K |
 | PFE | 21K | $540.00K |
 | CRM | 18K | $4.24M |
 | C | 18K | $1.80M |
Amazon.com, Inc.
AMZN
Shares Held
269K
Value
$59.15M
Alphabet Inc.
GOOG
Shares Held
138K
Value
$33.61M
Blue Owl Capital Corporation
OBDC
Shares Held
127K
Value
$1.66M
SoFi Technologies, Inc.
SOFI
Shares Held
127K
Value
$3.34M
Apple Inc.
AAPL
Shares Held
105K
Value
$26.86M
Morgan Stanley Direct Lending Fund
MSDL
Shares Held
56K
Value
$925.00K
Alphabet Inc.
GOOGL
Shares Held
49K
Value
$11.84M
Walmart Inc.
WMT
Shares Held
46K
Value
$4.77M
Bank of America Corporation
BAC
Shares Held
41K
Value
$2.11M
Palantir Technologies Inc.
PLTR
Shares Held
39K
Value
$7.20M
Berkshire Hathaway Inc.
BRK-B
Shares Held
37K
Value
$18.70M
Hertz Global Holdings, Inc.
HTZ
Shares Held
37K
Value
$249.00K
NVIDIA Corporation
NVDA
Shares Held
36K
Value
$6.76M
Microsoft Corporation
MSFT
Shares Held
35K
Value
$18.20M
Life Time Group Holdings, Inc.
LTH
Shares Held
26K
Value
$718.00K
Verizon Communications Inc.
VZ
Shares Held
25K
Value
$1.11M
C3.ai, Inc.
AI
Shares Held
21K
Value
$372.00K
Pfizer Inc.
PFE
Shares Held
21K
Value
$540.00K
Salesforce, Inc.
CRM
Shares Held
18K
Value
$4.24M
Citigroup Inc.
C
Shares Held
18K
Value
$1.80M