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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
MSFTMicrosoft Corp Com
Recent Activity
Increased 1.01%
3.2%
$15.7M
36,487 shares@ $430.3 avg price
VTIVanguard Index Fds Total Stk Mkt
Recent Activity
Increased 0.15%
2.07%
$10.152M
35,851 shares@ $283.18 avg price
METAMeta Platforms Inc Cl A
Recent Activity
Increased 4.94%
1.61%
$7.909M
13,817 shares@ $572.42 avg price
RSPInvesco Exchange Traded Fd T S&p500 Eql Wgt
Recent Activity
Increased 10.3%
1.43%
$6.986M
40,791 shares@ $171.27 avg price
NVDANvidia Corporation Com
Recent Activity
Increased 27.22%
0.78%
$3.821M
31,462 shares@ $121.45 avg price
ORCLOracle Corp Com
Recent Activity
Increased 0.33%
0.6%
$2.936M
17,232 shares@ $170.39 avg price
SBACSba Communications Corp New Cl A
Recent Activity
Increased 14.43%
0.58%
$2.835M
11,778 shares@ $240.71 avg price
MAMastercard Incorporated Cl A
Recent Activity
Increased 17.47%
0.49%
$2.395M
4,850 shares@ $493.82 avg price
TMOThermo Fisher Scientific Inc Com
Recent Activity
Increased 0.04%
0.41%
$2.005M
3,242 shares@ $618.45 avg price
BACBank America Corp Com
Recent Activity
Increased 2.05%
0.41%
$1.982M
49,941 shares@ $39.69 avg price