0002011314-24-000006.txt : 20241107
0002011314-24-000006.hdr.sgml : 20241107
20241107104823
ACCESSION NUMBER: 0002011314-24-000006
CONFORMED SUBMISSION TYPE: 13F-HR
PUBLIC DOCUMENT COUNT: 2
CONFORMED PERIOD OF REPORT: 20240930
FILED AS OF DATE: 20241107
DATE AS OF CHANGE: 20241107
EFFECTIVENESS DATE: 20241107
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: 241433856
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
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13F HOLDINGS REPORT
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JONATHAN CHATFIELD
CHIEF COMPLIANCE OFFICER
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SOLE
11155
0
0
VANGUARD SPECIALIZED FUNDS DIV APP ETF
ETF
921908844
16601
85117
SH
SOLE
85117
0
0
VANGUARD WORLD FD HEALTH CAR ETF
ETF
92204A504
7580
28060
SH
SOLE
28060
0
0
VANGUARD WORLD FD INF TECH ETF
ETF
92204A702
1458
2485
SH
SOLE
2485
0
0
VERIZON COMMUNICATIONS INC COM
COM
92343V104
1404
31267
SH
SOLE
31267
0
0
VISA INC COM CL A
Cl A
92826C839
2546
9261
SH
SOLE
9261
0
0
WALMART INC COM
COM
931142103
3599
44565
SH
SOLE
44565
0
0
WELLS FARGO CO NEW PERP PFD CNV A
PFD
949746804
4388
3422
SH
SOLE
3422
0
0
WISDOMTREE TR US QTLY DIV GRT
ETF
97717X669
1213
14579
SH
SOLE
14579
0
0