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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
IEMGIshares Inc Core Msci Emkt
Recent Activity
Decreased -9.92%
0.74%
$3.598M
62,678 shares@ $57.41 avg price
VWOVanguard Intl Equity Index F Ftse Emr Mkt Etf
Recent Activity
Decreased -8.41%
0.67%
$3.274M
68,424 shares@ $47.85 avg price
JPMJpmorgan Chase & Co. Com
Recent Activity
Decreased -1.7%
0.65%
$3.195M
15,153 shares@ $210.85 avg price
SPHDInvesco Exch Traded Fd Tr Ii S&p500 Hdl Vol
Recent Activity
Decreased -3.6%
0.61%
$2.958M
58,501 shares@ $50.57 avg price
XJUNFirst Tr Exchng Traded Fd Vi Ft Vest U.s
Recent Activity
Decreased -21.28%
0.6%
$2.948M
84,315 shares@ $34.97 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
UNHUnitedhealth Group Inc Com
Recent Activity
Decreased -8.46%
0.54%
$2.624M
4,488 shares@ $584.68 avg price
IAUIshares Gold Tr Ishares New
Recent Activity
Decreased -0.85%
0.53%
$2.602M
52,348 shares@ $49.71 avg price
VVisa Inc Com Cl A
Recent Activity
Decreased -27.22%
0.52%
$2.546M
9,261 shares@ $274.92 avg price