Lewis Asset Management, LLC Purchases in Q2 2025

Lewis Asset Management, LLC

  • $213 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
AMGN
Amgen Inc

Healthcare
961
+ 44.16%
$262.28 - $309.85 $252K - $298K
3.14K $876M
LOW
Lowes Companies Inc

Consumer Cyclical
925
+ 38.38%
$210.83 - $235.28 $195K - $218K
3.34K $740M
BX
Blackstone Inc.

Financial Services
829
+ 16.13%
$120.07 - $151.11 $99.5K - $125K
5.97K $893M
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
2.57K
+ 5.82%
$17.76 - $22.1 $45.6K - $56.8K
46.8K $1.03B
APH
Amphenol Corp

Technology
410
+ 12.85%
$59.09 - $98.75 $24.2K - $40.5K
3.6K $356M
ICLN
Ishares

ETFs
10K
New
$10.56 - $13.31 $106K - $133K
10K $131M
CARY
Angel Oak Fds Tr Income Etf(De
6.15K
+ 36.25%
N/A
23.1K $481M
ARCC
Ares Capital Corp

Financial Services
6.05K
+ 20.16%
$18.91 - $22.43 $114K - $136K
36.1K $792M
SMH
Vaneck ETF Tr Semiconductor Et

ETFs
64
+ 4.06%
$179.95 - $278.88 $11.5K - $17.8K
1.64K $458M
VKTX
Viking Therapeutics, Inc.

Healthcare
385
+ 0.88%
$19.98 - $29.49 $7.69K - $11.4K
44.1K $1.17B
GLD
Spdr Gold Trust

ETFs
255
+ 30.25%
$273.71 - $316.29 $69.8K - $80.7K
1.1K $335M
DLR
Digital Realty Trust, Inc.

Real Estate
17
+ 0.68%
$136.11 - $177.69 $2.31K - $3.02K
2.53K $440M
ITA
Ishares Tr

ETFs
1
+ 0.04%
$135.31 - $188.64 $135 - $189
2.27K $428M
QCOM
Qualcomm Inc

Technology
296
+ 7.34%
$124.66 - $159.48 $36.9K - $47.2K
4.33K $689M
BMY
Bristol Myers Squibb CO

Healthcare
3.27K
+ 53.72%
$44.12 - $59.6 $144K - $195K
9.35K $433M
MA
Mastercard Inc

Financial Services
92
+ 13.12%
$479.92 - $590.74 $44.2K - $54.3K
793 $446M
VFH
Vanguard Financial ETF

ETFs
182
+ 3.81%
$104.87 - $127.3 $19.1K - $23.2K
4.96K $631M
MS
Morgan Stanley

Financial Services
97
+ 5.56%
$99.83 - $140.86 $9.68K - $13.7K
1.84K $259M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
428
+ 5.5%
$51.16 - $62.02 $21.9K - $26.5K
8.21K $509M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
816
+ 11.18%
$483.48 - $539.8 $395K - $440K
8.12K $3.94B
TJX
Tjx Companies Inc

Consumer Cyclical
290
+ 5.56%
$119.13 - $135.03 $34.5K - $39.2K
5.5K $680M
AMT
American Tower Corp

Real Estate
180
+ 17.24%
$203.96 - $228.19 $36.7K - $41.1K
1.22K $270M
LMT
Lockheed Martin Corp

Industrials
69
+ 14.94%
$430.82 - $486.45 $29.7K - $33.6K
531 $246M
MTB
M&T Bank Corp

Financial Services
2
+ 0.09%
$156.58 - $193.99 $313 - $388
2.23K $432M
COP
Conocophillips

Energy
707
+ 35.37%
$82.66 - $106.1 $58.4K - $75K
2.71K $243M
APD
Air Products & Chemicals, Inc.

Basic Materials
153
+ 14.42%
$248.61 - $294.96 $38K - $45.1K
1.21K $342M
BJAN
Innovator U.S. Equity Buffer E

ETFs
77
+ 1.27%
$42.58 - $50.22 $3.28K - $3.87K
6.15K $309M
IWB
Ishares Tr Russell 1000 ETF

ETFs
1
+ 0.13%
$272.36 - $339.57 $272 - $340
762 $259M
VLO
Valero Energy Corp

Energy
61
+ 1.09%
$104.69 - $141.77 $6.39K - $8.65K
5.67K $762M
APPF
Appfolio Inc

Technology
17
+ 1.56%
$192.02 - $234.65 $3.26K - $3.99K
1.11K $254M
SHW
Sherwin Williams CO

Basic Materials
52
+ 7.94%
$313.51 - $363.51 $16.3K - $18.9K
707 $243M
CINF
Cincinnati Financial Corp

Financial Services
10
+ 0.33%
$126.6 - $151.6 $1.27K - $1.52K
3.08K $459M
SCHH
Schwab Strategic U.S. Reit ETF

ETFs
398
+ 3.84%
$18.94 - $21.67 $7.54K - $8.62K
10.8K $228M
SHY
Ishares Barclays 1 3 Year Trea

ETFs
48
+ 1.72%
$82.21 - $83.12 $3.95K - $3.99K
2.83K $235M
SYY
Sysco Corp

Consumer Defensive
4
+ 0.13%
$68.0 - $75.91 $272 - $304
3.06K $232M
NOBL
Proshares S&P 500 Dividend Ari

ETFs
38
+ 0.67%
$90.85 - $102.31 $3.45K - $3.89K
5.7K $574M
XLE
Energy Sector Spdr

ETFs
325
+ 6.7%
$76.44 - $94.13 $24.8K - $30.6K
5.18K $439M
AFL
Aflac Inc

Financial Services
11
+ 0.3%
$99.77 - $112.45 $1.1K - $1.24K
3.65K $385M
VZ
Verizon Communications Inc

Communication Services
150
+ 0.64%
$41.67 - $45.62 $6.25K - $6.84K
23.7K $1.02B
KMB
Kimberly Clark Corp

Consumer Defensive
134
+ 2.44%
$126.84 - $145.22 $17K - $19.5K
5.62K $725M
UNH
Unitedhealth Group Inc

Healthcare
692
+ 50.58%
$274.35 - $599.47 $190K - $415K
2.06K $643M
ABBV
Abb Vie Inc.

Healthcare
923
+ 8.4%
$170.16 - $206.27 $157K - $190K
11.9K $2.21B
Activity Summary
Buys All Purchases 143 New Holdings 56 Increased Positions 87 Sells All Sells 26 Reductions 26 Sold out 0 Options Calls 0 Puts 0
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