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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
GOOGLAlphabet Inc Cap Stk Cl A
Recent Activity
Decreased -1.09%
1.69%
$8.278M
49,910 shares@ $165.86 avg price
METAMeta Platforms Inc Cl A
Recent Activity
Increased 4.94%
1.61%
$7.909M
13,817 shares@ $572.42 avg price
BRK.ABerkshire Hathaway Inc Del Cl A
Recent Activity
1.55%
$7.603M
11 shares@ $691181.82 avg price
VHTVanguard World Fd Health Car Etf
Recent Activity
Decreased -18.03%
1.55%
$7.58M
28,060 shares@ $270.14 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
BRK.BBerkshire Hathaway Inc Del Cl B New
Recent Activity
1.34%
$6.591M
14,321 shares@ $460.24 avg price
BSVVanguard Bd Index Fds Short Trm Bond
Recent Activity
Decreased -1.03%
1.2%
$5.877M
74,684 shares@ $78.7 avg price
DIASpdr Dow Jones Indl Average Ut Ser 1
Recent Activity
Decreased -0.86%
1.13%
$5.543M
13,218 shares@ $419.36 avg price
YSEPFirst Tr Exchng Traded Fd Vi Ft Vest Int Eq M
Recent Activity
Decreased -1.44%
0.95%
$4.642M
203,425 shares@ $22.82 avg price
VNQVanguard Index Fds Real Estate Etf
Recent Activity
Decreased -9.06%
0.91%
$4.439M
46,706 shares@ $95.05 avg price