test

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
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
9497⤦Wells Fargo Co New Perp Pfd Cnv A
Recent Activity
Decreased -3.44%
0.9%
$4.388M
3,422 shares@ $1282.3 avg price
LLYEli Lilly & Co Com
Recent Activity
Decreased -2.2%
0.88%
$4.327M
4,884 shares@ $885.96 avg price
IHIIshares Tr U.s. Med Dvc Etf
Recent Activity
Decreased -16.41%
0.86%
$4.213M
71,145 shares@ $59.22 avg price
CRMSalesforce Inc Com
Recent Activity
Decreased -25.42%
0.86%
$4.208M
15,373 shares@ $273.73 avg price
XLVSelect Sector Spdr Tr Sbi Healthcare
Recent Activity
Decreased -5.08%
0.86%
$4.191M
27,211 shares@ $154.02 avg price
NADNuveen Quality Muncp Income Com
Recent Activity
Decreased -5.26%
0.82%
$4.024M
325,030 shares@ $12.39 avg price