CHIEF COMPLIANCE OFFICER

0002011314-24-000004.txt : 20240814 0002011314-24-000004.hdr.sgml : 20240814 20240814085150 ACCESSION NUMBER: 0002011314-24-000004 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20240630 FILED AS OF DATE: 20240814 DATE AS OF CHANGE: 20240814 EFFECTIVENESS DATE: 20240814 FILER: COMPANY DATA: COMPANY CONFORMED NAME: LM Advisors LLC CENTRAL INDEX KEY: 0002011314 ORGANIZATION NAME: IRS NUMBER: 272442659 STATE OF INCORPORATION: DE FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: 13F-HR SEC ACT: 1934 Act SEC FILE NUMBER: 028-23925 FILM NUMBER: 241204426 BUSINESS ADDRESS: STREET 1: 750 B ST STREET 2: SUITE 3020 CITY: SAN DIEGO STATE: CA ZIP: 92101 BUSINESS PHONE: (619) 814-1400 MAIL ADDRESS: STREET 1: 750 B ST STREET 2: SUITE 3020 CITY: SAN DIEGO STATE: CA ZIP: 92101 13F-HR 1 primary_doc.xml X0202 13F-HR LIVE false false true 0002011314 XXXXXXXX 06-30-2024 06-30-2024 LM Advisors LLC

750 B ST SUITE 3020 SAN DIEGO CA 92101

13F HOLDINGS REPORT 028-23925 N JONATHAN CHATFIELD CHIEF COMPLIANCE OFFICER 619-814-1400 JONATHAN CHATFIELD SAN DIEGO CA 08-14-2024 0 196 61820375 false INFORMATION TABLE 2 13f20240813.xml ABBOTT LABS COM COM 002824100 502 4830 SH SOLE 4830 0 0 ADOBE INC COM COM 00724F101 470 845 SH SOLE 845 0 0 ALPHABET INC CAP STK CL A Cl A 02079K305 9192 50464 SH SOLE 50464 0 0 ALPHABET INC CAP STK CL C Cl C 02079K107 27427 149532 SH SOLE 149532 0 0 AMAZON COM INC COM COM 023135106 52199 274049 SH SOLE 274049 0 0 AMERICAN EXPRESS CO COM COM 025816109 560 2419 SH SOLE 2419 0 0 AMERICAN TOWER CORP NEW COM COM 03027X100 210 1080 SH SOLE 1080 0 0 AMERIPRISE FINL INC COM COM 03076C106 427 1000 SH SOLE 1000 0 0 APPLE INC COM COM 037833100 22875 108606 SH SOLE 108606 0 0 APPLIED MATLS INC COM COM 038222105 236 1000 SH SOLE 1000 0 0 ASML HOLDING N V N Y REGISTRY SHS REGISTRY SHS N07059210 299 292 SH SOLE 292 0 0 AUTODESK INC COM COM 052769106 337 1360 SH SOLE 1360 0 0 BANK AMERICA CORP COM COM 060505104 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