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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
BMEZBlackrock Health Sciences Te Com Shs
Recent Activity
New Position
0.28%
$1.351M
85,283 shares@ $15.85 avg price
RSPHInvesco Exchange Traded Fd T S&p500 Eql Hlt
Recent Activity
New Position
0.25%
$1.181M
36,645 shares@ $32.23 avg price
MSDLMorgan Stanley Direct Lendin Com Shs
Recent Activity
New Position
0.16%
$781,000
39,506 shares@ $19.77 avg price
ACPAbrdn Income Credit Strategi Com
Recent Activity
New Position
0.15%
$731,000
110,364 shares@ $6.63 avg price
SDVYFirst Tr Exchange-traded Fd Smid Risng Etf
Recent Activity
New Position
0.08%
$359,000
9,880 shares@ $36.34 avg price
AMDAdvanced Micro Devices Inc Com
Recent Activity
New Position
0.07%
$338,000
2,063 shares@ $163.84 avg price
FCXFreeport-mcmoran Inc Cl B
Recent Activity
New Position
0.07%
$304,000
6,090 shares@ $49.92 avg price
ETHEGrayscale Ethereum Tr Eth Shs Added
Recent Activity
New Position
0.06%
$246,000
11,236 shares@ $21.9 avg price
BSXBoston Scientific Corp Com
Recent Activity
New Position
0.05%
$226,000
2,700 shares@ $83.71 avg price
CCICrown Castle Inc Com
Recent Activity
New Position
0.05%
$224,000
1,886 shares@ $118.77 avg price