StockDriftsStockDriftsTop 50 LM Advisors LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| OMFL | INVESCO EXCH TRD SLF IDX FD RUSL 1000 DYNM | 9.41% | 35.7K | $595K | -5.65%(-2.14K) | $48.71(+39.04%) | 2026-03-31 | |
| NAC | NUVEEN CA DIVI ADV MUN COM | 5.23% | 3.9K | $331K | new | $10.43(+14.87%) | 2026-03-31 | |
| SPY | STATE STR SPDR S&P 500 ETF T TR UNIT | 5.02% | 52.2K | $318K | +4.86%(+2.42K) | $606.49(+23.36%) | 2026-03-31 | |
| NAD | NUVEEN QUALITY MUNCP INCOME COM | 4.71% | 3.4K | $298K | new | $10.84(+9.38%) | 2026-03-31 | |
| AMZN | AMAZON COM INC COM | 4.08% | 53.6K | $258K | -13.71%(-8.52K) | $146.24(+82.72%) | 2026-03-31 | |
| YSEP | FIRST TR EXCHNG TRADED FD VI FT VEST INT EQ M | 3.18% | 5.3K | $201K | -3.55%(-194) | $20.29(+33.76%) | 2026-03-31 | |
| OBDC | BLUE OWL CAPITAL CORPORATION COM | 2.83% | 2.0K | $179K | -11.30%(-259) | $14.79(-23.89%) | 2026-03-31 | |
| MHD | BLACKROCK MUNIHOLDINGS FD IN COM | 2.47% | 1.8K | $156K | new | $11.51(+1.56%) | 2026-03-31 | |
| GOOG | ALPHABET INC CAP STK CL C | 2.16% | 39.1K | $137K | -9.31%(-4.01K) | $138.64(+186.48%) | 2026-03-31 | |
| SOFI | SOFI TECHNOLOGIES INC COM | 1.65% | 1.7K | $105K | -47.30%(-1.49K) | $9.35(+71.25%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +31.81% | +129.03% |
| Top 20 Holdings Unweighted | +22.92% | +85.71% |
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