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JONATHAN CHATFIELD

@Lm Advisors Llc

Latest period2024 - Q3ReportedManaged Assets$491.967MTotal holdings171
Assets growth rate-99.2%Assets growth rate (2-Q avg)4807.48%Continuous growth in asset value0 quarters

Portfolio positions

This chart displays the top 10 holdings in Lm Advisors Llc's 2024 - Q3 portfolio, based on their 13F SEC filing, out of a total of 171 positions.

Assets under management

The assets under management (AUM) of Lm Advisors Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 0 quarters. As of the latest 13F SEC filing for 2024 - Q3, they manage 491.967M in assets, with a quarterly growth rate of -99.2% and a 2-quarter average growth rate of 4807.48%. The portfolio is managed by JONATHAN CHATFIELD, and others.

Portfolio holdings

CurrentNew PositionIncreasedDecreasedExited
InvestmentPortfolio %Reported Value
AMZNAmazon Com Inc Com
Recent Activity
Decreased -11.57%
9.03%
$44.419M
242,331 shares@ $183.3 avg price
VOOVanguard Index Fds S&p 500 Etf Shs
Recent Activity
Decreased -2.66%
7.8%
$38.357M
73,146 shares@ $524.39 avg price
SPYSpdr S&p 500 Etf Tr Tr Unit
Recent Activity
Decreased -0.33%
6.7%
$32.934M
57,400 shares@ $573.77 avg price
OMFLInvesco Exch Trd Slf Idx Fd Rusl 1000 Dynm
Recent Activity
Decreased -10.98%
6.15%
$30.239M
580,506 shares@ $52.1 avg price
AAPLApple Inc Com
Recent Activity
Decreased -1.85%
5.05%
$24.836M
106,592 shares@ $233.01 avg price
GOOGAlphabet Inc Cap Stk Cl C
Recent Activity
Decreased -9.05%
4.63%
$22.737M
135,993 shares@ $167.2 avg price
VIGVanguard Specialized Funds Div App Etf
Recent Activity
Decreased -2.01%
3.38%
$16.601M
85,117 shares@ $195.04 avg price
QQQInvesco Qqq Tr Unit Ser 1
Recent Activity
Decreased -0.7%
3.04%
$14.929M
30,618 shares@ $487.59 avg price
GOOGLAlphabet Inc Cap Stk Cl A
Recent Activity
Decreased -1.09%
1.69%
$8.278M
49,910 shares@ $165.86 avg price
VHTVanguard World Fd Health Car Etf
Recent Activity
Decreased -18.03%
1.55%
$7.58M
28,060 shares@ $270.14 avg price