Lewis Asset Management, LLC Incresed Positions in Q3 2025

Lewis Asset Management, LLC

  • $243 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
PANW
Palo Alto Networks Inc

Technology
575
+ 17.95%
$167.06 - $208.19 $96.1K - $120K
3.78K $769M
GLD
Spdr Gold Trust

ETFs
160
+ 14.57%
$300.96 - $355.47 $48.2K - $56.9K
1.26K $447M
COWZ
Pacer Fds Tr Us Cash Cows 100

ETFs
1.52K
+ 15.63%
$55.15 - $58.11 $84K - $88.6K
11.3K $648M
PEP
Pepsico Inc

Consumer Defensive
563
+ 18.65%
$133.81 - $152.16 $75.3K - $85.7K
3.58K $503M
XOM
Exxon Mobil Corp

Energy
438
+ 4.26%
$105.83 - $117.22 $46.4K - $51.3K
10.7K $1.21B
LQD
Ishares Iboxx $ Investment Gra

ETFs
808
+ 15.71%
$107.66 - $112.36 $87K - $90.8K
5.95K $663M
UBER
Uber Technologies, Inc

Technology
25
+ 0.14%
$86.91 - $99.57 $2.17K - $2.49K
18.5K $1.81B
CSCO
Cisco Systems, Inc.

Technology
1.56K
+ 7.82%
$66.2 - $71.79 $103K - $112K
21.5K $1.47B
KO
Coca Cola CO

Consumer Defensive
2.15K
+ 15.64%
$65.67 - $71.67 $141K - $154K
15.9K $1.05B
J P Morgan Exchange Traded F
909
+ 20.12%
N/A
5.43K $353M
ADP
Automatic Data Processing Inc

Industrials
431
+ 11.12%
$288.69 - $310.94 $124K - $134K
4.31K $1.26B
UYLD
Angel Oak Fds Tr Ultrashort In
1.16K
+ 2.32%
N/A
51.2K $2.62B
ABT
Abbott Laboratories

Healthcare
656
+ 4.11%
$120.51 - $136.62 $79.1K - $89.6K
16.6K $2.23B
MA
Mastercard Inc

Financial Services
85
+ 10.72%
$550.18 - $598.96 $46.8K - $50.9K
878 $499M
RSG
Republic Services, Inc.

Industrials
435
+ 16.11%
$225.33 - $246.01 $98K - $107K
3.14K $719M
XLE
Energy Sector Spdr

ETFs
330
+ 6.38%
$84.25 - $91.99 $27.8K - $30.4K
5.51K $492M
APPF
Appfolio Inc

Technology
8
+ 0.72%
$229.81 - $321.25 $1.84K - $2.57K
1.11K $307M
QCOM
Qualcomm Inc

Technology
123
+ 2.84%
$145.84 - $173.55 $17.9K - $21.3K
4.45K $740M
PWR
Quanta Services, Inc.

Industrials
65
+ 10.66%
$372.29 - $421.68 $24.2K - $27.4K
675 $280M
UPS
United Parcel Service Inc

Industrials
1.08K
+ 45.28%
$82.58 - $105.54 $89.2K - $114K
3.47K $289M
MS
Morgan Stanley

Financial Services
92
+ 5.0%
$139.09 - $161.16 $12.8K - $14.8K
1.93K $307M
ITA
Ishares Tr

ETFs
2
+ 0.09%
$184.73 - $209.26 $369 - $419
2.27K $475M
AVB
Avalonbay Communities Inc

Real Estate
330
+ 20.31%
$182.72 - $204.51 $60.3K - $67.5K
1.96K $378M
VZ
Verizon Communications Inc

Communication Services
670
+ 2.83%
$40.84 - $45.06 $27.4K - $30.2K
24.3K $1.07B
BMY
Bristol Myers Squibb CO

Healthcare
1.21K
+ 12.9%
$43.31 - $48.98 $52.2K - $59.1K
10.6K $476M
AFL
Aflac Inc

Financial Services
149
+ 4.08%
$98.09 - $111.7 $14.6K - $16.6K
3.8K $425M
VFH
Vanguard Financial ETF

ETFs
139
+ 2.8%
$125.23 - $132.78 $17.4K - $18.5K
5.1K $669M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
147
+ 1.79%
$62.09 - $66.51 $9.13K - $9.78K
8.36K $545M
IVV
Ishares Core S&P 500 ETF

ETFs
1
+ 0.14%
$620.67 - $670.08 $621 - $670
721 $482M
LMT
Lockheed Martin Corp

Industrials
23
+ 4.33%
$410.74 - $499.21 $9.45K - $11.5K
554 $277M
XLI
Industrial Sector Spdr

ETFs
60
+ 2.11%
$147.94 - $154.99 $8.88K - $9.3K
2.91K $448M
BKLN
Invesco ETF Tr Ii Sr Ln ETF

ETFs
1.25K
+ 4.93%
$20.84 - $21.03 $26.1K - $26.3K
26.6K $557M
IWP
Ishares Russell Mid Cap Growth

ETFs
119
+ 5.53%
$137.51 - $145.26 $16.4K - $17.3K
2.27K $323M
NOBL
Proshares S&P 500 Dividend Ari

ETFs
101
+ 1.77%
$101.12 - $106.18 $10.2K - $10.7K
5.8K $598M
SYK
Stryker Corp

Healthcare
140
+ 12.94%
$368.57 - $403.53 $51.6K - $56.5K
1.22K $452M
IEF
Ishares Barclays

ETFs
141
+ 1.08%
$93.91 - $97.26 $13.2K - $13.7K
13.2K $1.27B
NRZ
New Residential Investment Corp.

Real Estate
56
+ 0.03%
N/A
216K $2.46B
BJAN
Innovator U.S. Equity Buffer E

ETFs
75
+ 1.22%
$50.19 - $53.05 $3.76K - $3.98K
6.23K $330M
IWB
Ishares Tr Russell 1000 ETF

ETFs
1
+ 0.13%
$339.37 - $366.46 $339 - $366
763 $279M
COP
Conocophillips

Energy
71
+ 2.62%
$91.0 - $98.99 $6.46K - $7.03K
2.78K $263M
WFC
Wells Fargo & Company

Financial Services
25
+ 0.57%
$77.05 - $85.16 $1.93K - $2.13K
4.43K $371M
CARY
Angel Oak Fds Tr Income Etf(De
683
+ 2.95%
N/A
23.8K $498M
V
Visa Inc.

Financial Services
199
+ 4.86%
$332.09 - $358.86 $66.1K - $71.4K
4.29K $1.46B
SMDV
Proshares Tr Russell 2000 Divi

ETFs
12
+ 0.18%
$63.98 - $69.04 $768 - $828
6.85K $456M
MTB
M&T Bank Corp

Financial Services
3
+ 0.13%
$183.74 - $204.05 $551 - $612
2.23K $441M
SCHH
Schwab Strategic U.S. Reit ETF

ETFs
120
+ 1.12%
$20.76 - $21.78 $2.49K - $2.61K
10.9K $235M
SHW
Sherwin Williams CO

Basic Materials
10
+ 1.41%
$330.88 - $375.23 $3.31K - $3.75K
717 $248M
SHY
Ishares Barclays 1 3 Year Trea

ETFs
46
+ 1.62%
$82.38 - $83.0 $3.79K - $3.82K
2.88K $239M
MFC
Manulife Financial Corp

Financial Services
142
+ 1.48%
$29.9 - $32.34 $4.25K - $4.59K
9.76K $304M
Activity Summary
Buys All Purchases 127 New Holdings 17 Increased Positions 110 Sells All Sells 40 Reductions 40 Sold out 0 Options Calls 0 Puts 0
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