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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
6706⤦Nvidia Corp Com
Recent Activity
Exited
0%
$337.95M
0 shares@ $0.0 avg price
2546⤦Direxion Daily Semi.bull 3x
Recent Activity
Exited
0%
$244.48M
0 shares@ $0.0 avg price
FSDFirst Tr High Income Long Com
Recent Activity
Exited
0%
$883,000
71,529 shares@ $12.35 avg price
GNRCGenerac Hldgs Inc Com
Recent Activity
Exited
0%
$696,000
5,263 shares@ $132.25 avg price
AMPAmeriprise Finl Inc Com
Recent Activity
Exited
0%
$427,000
1,000 shares@ $427.0 avg price
SCHWSchwab Charles Corp Com
Recent Activity
Exited
0%
$389,000
5,280 shares@ $73.68 avg price
GMGeneral Mtrs Co Com
Recent Activity
Exited
0%
$339,000
7,287 shares@ $46.53 avg price
ADSKAutodesk Inc Com
Recent Activity
Exited
0%
$337,000
1,360 shares@ $247.8 avg price
COPConocophillips Com
Recent Activity
Exited
0%
$303,000
2,646 shares@ $114.52 avg price
IXJIshares Tr Glob Hlthcre Etf
Recent Activity
Exited
0%
$294,000
4,806 shares@ $61.18 avg price