Lewis Asset Management, LLC Purchases in Q1 2025

Lewis Asset Management, LLC

  • $121 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
AES
Aes Corp

Utilities
94.4K
New
$9.93 - $13.23 $937K - $1.25M
94.4K $1.17B
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
224
+ 3.16%
$442.66 - $534.52 $99.2K - $120K
7.3K $3.89B
VRSN
Verisign Inc

Technology
1.92K
New
$205.1 - $254.74 $394K - $489K
1.92K $487M
ABBV
Abb Vie Inc.

Healthcare
50
+ 0.46%
$169.2 - $216.66 $8.46K - $10.8K
11K $2.3B
CARY
Angel Oak Fds Tr Income Etf(De
17K
New
N/A
17K $352M
BAH
Booz Allen Hamilton Holding Corp

Industrials
3.37K
New
$102.72 - $143.06 $346K - $482K
3.37K $352M
AMD
Advanced Micro Devices Inc

Technology
3.7K
+ 52.23%
$96.63 - $129.55 $357K - $479K
10.8K $1.11B
AMT
American Tower Corp

Real Estate
1.04K
New
$173.46 - $217.6 $181K - $227K
1.04K $227M
PDI
Pimco Dynamic Income Fund

Financial Services
11.3K
New
$18.51 - $20.05 $210K - $227K
11.3K $224M
ASPN
Aspen Aerogels Inc

Industrials
33.1K
New
$6.39 - $13.9 $212K - $460K
33.1K $212M
APH
Amphenol Corp

Technology
3.19K
New
$61.62 - $78.55 $197K - $251K
3.19K $209M
MDLZ
Mondelez International, Inc.

Consumer Defensive
2.97K
New
$56.12 - $68.15 $167K - $202K
2.97K $201M
XLV
Select Sector Spdr Fund Health

ETFs
1.38K
New
$137.61 - $149.68 $189K - $206K
1.38K $201M
AMGN
Amgen Inc

Healthcare
251
+ 13.04%
$258.59 - $327.36 $64.9K - $82.2K
2.18K $678M
CRNX
Crinetics Pharmaceuticals, Inc.

Healthcare
10.2K
+ 104.5%
$32.3 - $53.15 $330K - $543K
20K $671M
VZ
Verizon Communications Inc

Communication Services
1.04K
+ 4.62%
$37.81 - $46.49 $39.3K - $48.3K
23.5K $1.07B
EQT
Eqt Corp

Energy
248
+ 1.22%
$46.16 - $54.25 $11.4K - $13.5K
20.6K $1.1B
JNJ
Johnson & Johnson

Healthcare
298
+ 6.1%
$142.06 - $167.7 $42.3K - $50K
5.19K $860M
CVX
Chevron Corp

Energy
483
+ 18.72%
$146.71 - $167.97 $70.9K - $81.1K
3.06K $512M
PM
Philip Morris International Inc.

Consumer Defensive
225
+ 9.53%
$117.15 - $158.79 $26.4K - $35.7K
2.59K $410M
JEPI
J P Morgan Exchange Traded Fd

ETFs
2.18K
+ 14.08%
$56.17 - $59.71 $122K - $130K
17.6K $1.01B
ENB
Enbridge Inc

Energy
1.69K
+ 13.07%
$41.54 - $45.45 $70.1K - $76.7K
14.6K $647M
V
Visa Inc.

Financial Services
31
+ 1.34%
$306.92 - $362.71 $9.51K - $11.2K
2.34K $820M
KMB
Kimberly Clark Corp

Consumer Defensive
213
+ 4.04%
$124.46 - $147.4 $26.5K - $31.4K
5.49K $780M
BAC
Bank Of America Corp

Financial Services
2.31K
+ 47.08%
$39.61 - $47.74 $91.6K - $110K
7.23K $302M
UYLD
Angel Oak Fds Tr Ultrashort In
1.57K
+ 3.6%
N/A
45.2K $2.31B
CRWD
Crowd Strike Holdings, Inc.

Technology
34
+ 0.53%
$308.86 - $455.36 $10.5K - $15.5K
6.5K $2.29B
CSCO
Cisco Systems, Inc.

Technology
940
+ 11.79%
$58.74 - $64.87 $55.2K - $61K
8.91K $550M
RTX
Raytheon Technologies Corp

Industrials
176
+ 5.83%
$114.1 - $135.66 $20.1K - $23.9K
3.2K $423M
KO
Coca Cola CO

Consumer Defensive
233
+ 4.78%
$60.81 - $72.32 $14.2K - $16.9K
5.11K $366M
XOM
Exxon Mobil Corp

Energy
161
+ 4.33%
$105.44 - $118.93 $17K - $19.1K
3.88K $461M
PG
Procter & Gamble CO

Consumer Defensive
251
+ 4.71%
$158.56 - $176.26 $39.8K - $44.2K
5.58K $951M
VLO
Valero Energy Corp

Energy
33
+ 0.59%
$121.76 - $142.99 $4.02K - $4.72K
5.61K $741M
UNH
Unitedhealth Group Inc

Healthcare
50
+ 3.79%
$461.52 - $548.18 $23.1K - $27.4K
1.37K $717M
MRK
Merck & Co., Inc.

Healthcare
833
+ 27.14%
$83.01 - $101.02 $69.1K - $84.1K
3.9K $350M
AFL
Aflac Inc

Financial Services
87
+ 2.45%
$100.99 - $111.19 $8.79K - $9.67K
3.64K $405M
MFC
Manulife Financial Corp

Financial Services
1.01K
+ 10.34%
$28.41 - $31.82 $28.8K - $32.2K
10.8K $337M
ARCC
Ares Capital Corp

Financial Services
975
+ 3.36%
$21.28 - $23.81 $20.7K - $23.2K
30K $665M
SHW
Sherwin Williams CO

Basic Materials
63
+ 10.64%
$330.16 - $365.55 $20.8K - $23K
655 $229M
SCHH
Schwab Strategic U.S. Reit ETF

ETFs
611
+ 6.27%
$20.2 - $22.24 $12.3K - $13.6K
10.4K $223M
ADP
Automatic Data Processing Inc

Industrials
1
+ 0.09%
$286.85 - $318.64 $287 - $319
1.07K $328M
TJX
Tjx Companies Inc

Consumer Cyclical
73
+ 1.42%
$112.81 - $126.16 $8.24K - $9.21K
5.21K $635M
CINF
Cincinnati Financial Corp

Financial Services
9
+ 0.29%
$133.67 - $147.81 $1.2K - $1.33K
3.07K $454M
SHY
Ishares Barclays 1 3 Year Trea

ETFs
37
+ 1.35%
$81.83 - $82.73 $3.03K - $3.06K
2.79K $230M
Qxo Inc
2K
+ 18.35%
N/A
12.9K $175M
BJAN
Innovator U.S. Equity Buffer E

ETFs
103
+ 1.72%
$46.03 - $49.45 $4.74K - $5.09K
6.08K $283M
HD
Home Depot, Inc.

Consumer Cyclical
67
+ 5.2%
$347.25 - $424.87 $23.3K - $28.5K
1.36K $496M
MTB
M&T Bank Corp

Financial Services
1
+ 0.04%
$170.47 - $201.98 $170 - $202
2.23K $398M
PANW
Palo Alto Networks Inc

Technology
1
+ 0.05%
$167.82 - $208.28 $168 - $208
2.17K $370M
Activity Summary
Buys All Purchases 58 New Holdings 11 Increased Positions 47 Sells All Sells 64 Reductions 64 Sold out 0 Options Calls 0 Puts 0
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