JONATHAN CHATFIELD

@Lm Advisors Llc

Latest period2024 - Q3

Reported2mo 12d ago

Managed Assets$491.967M

Total 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

Current New Position Increased Decreased Exited

Investment	Portfolio %	Reported Value	Recent Activity
7846⤦Spdr S&p 500 Etf Recent Activity Exited	0%	$39.25B 0 shares@ $0.0 avg price	Exited
0079⤦Advanced Micro Devic Recent Activity Exited	0%	$3.079B 0 shares@ $0.0 avg price	Exited
7946⤦Salesforce Com Recent Activity Exited	0%	$2.928B 0 shares@ $0.0 avg price	Exited
8816⤦Tesla Inc Recent Activity Exited	0%	$1.746B 0 shares@ $0.0 avg price	Exited
7841⤦Sba Communications Corp Recent Activity Exited	0%	$1.648B 0 shares@ $0.0 avg price	Exited
2546⤦Walt Disney Co Recent Activity Exited	0%	$1.27B 0 shares@ $0.0 avg price	Exited
5738⤦Marvell Technology Inc Com Recent Activity Exited	0%	$1.174B 0 shares@ $0.0 avg price	Exited
2470⤦Dell Inc Recent Activity Exited	0%	$1.135B 0 shares@ $0.0 avg price	Exited
7695⤦Rivian Automotive Inc Class A Recent Activity Exited	0%	$1.038B 0 shares@ $0.0 avg price	Exited
6541⤦Nike Inc Com Cl B Recent Activity Exited	0%	$1.032B 0 shares@ $0.0 avg price	Exited