Lewis Asset Management, LLC Incresed Positions in Q3 2024

Lewis Asset Management, LLC

  • $137 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
LNG
Cheniere Energy, Inc.

Energy
152
+ 3.91%
$172.24 - $186.09 $26.2K - $28.3K
4.04K $726M
ADP
Automatic Data Processing Inc

Industrials
1
+ 0.09%
$233.44 - $279.45 $233 - $279
1.07K $297M
PFFD
Global X Fds U S Pfd ETF (De)

ETFs
1.18K
+ 8.12%
$19.48 - $20.97 $22.9K - $24.7K
15.7K $326M
AVGO
Broadcom Inc.

Technology
9.3K
+ 851.74%
$136.27 - $1745.86 $1.27M - $16.2M
10.4K $1.79B
IJH
Ishares Core S&P Mid Cap ETF

ETFs
152
+ 1.89%
$57.32 - $62.65 $8.71K - $9.52K
8.18K $510M
PANW
Palo Alto Networks Inc

Technology
99
+ 10.07%
$294.18 - $368.01 $29.1K - $36.4K
1.08K $370M
UYLD
Angel Oak Fds Tr Ultrashort In
465
+ 1.05%
N/A
44.6K $2.28B
ABT
Abbott Laboratories

Healthcare
8
+ 0.28%
$100.07 - $118.13 $801 - $945
2.87K $327M
IVV
Ishares Core S&P 500 ETF

ETFs
18
+ 2.94%
$520.18 - $576.82 $9.36K - $10.4K
631 $364M
MFC
Manulife Financial Corp

Financial Services
71
+ 0.89%
$24.13 - $29.63 $1.71K - $2.1K
8.08K $239M
SCHZ
Schwab Us Aggregate Bond ETF

ETFs
27
+ 0.28%
$45.2 - $47.87 $1.22K - $1.29K
9.83K $467M
URA
Global X Uranium ETF

ETFs
803
+ 8.18%
$23.18 - $31.26 $18.6K - $25.1K
10.6K $304M
APPF
Appfolio Inc

Technology
123
+ 10.21%
$204.33 - $270.02 $25.1K - $33.2K
1.33K $313M
CVX
Chevron Corp

Energy
255
+ 11.54%
$137.88 - $161.97 $35.2K - $41.3K
2.46K $363M
IBB
Ishares Biotechnology ETF

ETFs
25
+ 1.64%
$135.09 - $149.47 $3.38K - $3.74K
1.55K $226M
XLE
Energy Sector Spdr

ETFs
365
+ 7.3%
$84.35 - $93.39 $30.8K - $34.1K
5.37K $471M
BJAN
Innovator U.S. Equity Buffer E

ETFs
53
+ 0.9%
$43.63 - $46.56 $2.31K - $2.47K
5.96K $277M
XLK
Technology Sector Spdr

ETFs
42
+ 1.62%
$197.34 - $237.68 $8.29K - $9.98K
2.63K $594M
AMAT
Applied Materials Inc

Technology
229
+ 15.05%
$174.88 - $254.97 $40K - $58.4K
1.75K $354M
AMZN
Amazon Com Inc

Consumer Cyclical
793
+ 3.22%
$161.02 - $200.0 $128K - $159K
25.4K $4.74B
SMH
Vaneck ETF Tr Semiconductor Et

ETFs
1
+ 0.06%
$211.47 - $281.27 $211 - $281
1.63K $400M
GOOGL
Alphabet Inc.

Communication Services
600
+ 6.84%
$148.65 - $191.18 $89.2K - $115K
9.37K $1.55B
QCOM
Qualcomm Inc

Technology
354
+ 9.9%
$156.12 - $209.64 $55.3K - $74.2K
3.93K $668M
VLO
Valero Energy Corp

Energy
181
+ 3.45%
$132.81 - $163.48 $24K - $29.6K
5.43K $733M
NVO
Novo Nordisk A S

Healthcare
182
+ 3.44%
$119.07 - $145.42 $21.7K - $26.5K
5.47K $652M
CRWD
Crowd Strike Holdings, Inc.

Technology
776
+ 11.38%
$217.89 - $392.15 $169K - $304K
7.59K $2.13B
Activity Summary
Buys All Purchases 96 New Holdings 19 Increased Positions 77 Sells All Sells 30 Reductions 30 Sold out 0 Options Calls 0 Puts 0
Track This Portfolio

Track Lewis Asset Management, LLC Portfolio

Follow Lewis Asset Management, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Lewis Asset Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Lewis Asset Management, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email