Lewis Asset Management, LLC New Holdings in Q2 2025

Lewis Asset Management, LLC

  • $213 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
SPY
Spdr S&P 500 ETF Trust

ETFs
12.8K
New
$496.48 - $617.85 $6.36M - $7.91M
12.8K $7.91B
VUG
Vanguard Growth ETF

ETFs
9.64K
New
$329.49 - $438.4 $3.18M - $4.23M
9.64K $4.23B
DIA
Spdr Dow Jones Industrial Average ETF Trust

ETFs
8.16K
New
$376.48 - $440.65 $3.07M - $3.59M
8.16K $3.59B
MDY
Spdr S&P Midcap 400 ETF Trust

ETFs
3.19K
New
$468.22 - $566.51 $1.49M - $1.81M
3.19K $1.81B
IYW
Ishares Dj Us Tech ETF

ETFs
8.32K
New
$122.57 - $173.27 $1.02M - $1.44M
8.32K $1.44B
MCD
Mcdonalds Corp

Consumer Cyclical
4.85K
New
$285.55 - $321.23 $1.38M - $1.56M
4.85K $1.42B
IWO
Ishares Russell 2000 Gwt ETF

ETFs
4.78K
New
$224.16 - $285.86 $1.07M - $1.37M
4.78K $1.37B
HON
Honeywell International Inc

Industrials
3.99K
New
$182.86 - $232.88 $729K - $929K
3.99K $929M
MCK
Mckesson Corp

Healthcare
1.04K
New
$652.83 - $732.78 $679K - $762K
1.04K $762M
MO
Altria Group, Inc.

Consumer Defensive
13K
New
$55.56 - $60.91 $721K - $790K
13K $761M
JEPQ
J P Morgan ETF Tr Nasdaq Equit

ETFs
12.9K
New
$45.88 - $54.4 $594K - $704K
12.9K $704M
RSG
Republic Services, Inc.

Industrials
2.7K
New
$227.2 - $258.07 $613K - $697K
2.7K $666M
ROST
Ross Stores, Inc.

Consumer Cyclical
4.62K
New
$126.62 - $154.26 $585K - $713K
4.62K $589M
LQD
Ishares Iboxx $ Investment Gra

ETFs
5.14K
New
$105.23 - $109.61 $541K - $564K
5.14K $564M
COWZ
Pacer Fds Tr Us Cash Cows 100

ETFs
9.75K
New
$47.46 - $55.3 $463K - $539K
9.75K $537M
BKLN
Invesco ETF Tr Ii Sr Ln ETF

ETFs
25.4K
New
$20.12 - $21.0 $511K - $533K
25.4K $531M
WM
Waste Management Inc

Industrials
2.22K
New
$216.47 - $242.1 $481K - $538K
2.22K $508M
Cava Group Inc
5.99K
New
N/A
5.99K $504M
SNOW
Snowflake Inc.

Technology
2.2K
New
$130.53 - $223.77 $287K - $492K
2.2K $492M
Lam Research Corp
4.86K
New
N/A
4.86K $473M
INDA
Ishares Msci India Index Fund

ETFs
8.47K
New
$49.13 - $55.86 $416K - $473K
8.47K $471M
EMR
Emerson Electric CO

Industrials
3.48K
New
$94.15 - $133.33 $327K - $463K
3.48K $463M
MELI
Mercadolibre Inc

Consumer Cyclical
175
New
$1794.73 - $2613.63 $314K - $457K
175 $457M
IVV
Ishares Core S&P 500 ETF

ETFs
720
New
$498.8 - $620.9 $359K - $447K
720 $447M
SYK
Stryker Corp

Healthcare
1.08K
New
$337.37 - $395.63 $365K - $428K
1.08K $428M
XLI
Industrial Sector Spdr

ETFs
2.85K
New
$116.42 - $147.52 $331K - $420K
2.85K $420M
CMG
Chipotle Mexican Grill Inc

Consumer Cyclical
7.18K
New
$45.98 - $56.15 $330K - $403K
7.18K $403M
PEP
Pepsico Inc

Consumer Defensive
3.02K
New
$128.02 - $151.37 $386K - $457K
3.02K $398M
GE
General Electric CO

Industrials
1.51K
New
$166.81 - $257.39 $252K - $389K
1.51K $389M
WFC
Wells Fargo & Company

Financial Services
4.41K
New
$60.98 - $80.12 $269K - $353K
4.41K $353M
AGG
Ishares Core U.S. Aggregate Bo

ETFs
3.51K
New
$96.84 - $99.46 $340K - $349K
3.51K $348M
IJJ
Ishares S&P Midcap 400 Value E

ETFs
2.75K
New
$103.88 - $123.68 $286K - $340K
2.75K $340M
LYFT
Lyft, Inc.

Technology
21.3K
New
$9.97 - $17.21 $212K - $366K
21.3K $335M
AVB
Avalonbay Communities Inc

Real Estate
1.63K
New
$187.23 - $215.61 $304K - $350K
1.63K $331M
DIS
Walt Disney CO

Communication Services
2.52K
New
$81.72 - $124.01 $206K - $313K
2.52K $313M
IWP
Ishares Russell Mid Cap Growth

ETFs
2.15K
New
$104.34 - $138.68 $224K - $298K
2.15K $298M
DHR
Danaher Corp

Healthcare
1.5K
New
$174.64 - $205.16 $262K - $308K
1.5K $296M
WPM
Wheaton Precious Metals Corp.

Basic Materials
3.28K
New
$70.56 - $92.75 $231K - $304K
3.28K $294M
Blackrock Inc
273
New
N/A
273 $286M
J P Morgan Exchange Traded F
4.52K
New
N/A
4.52K $283M
QTUM
ETF Ser Solutions Defiance Qua
2.81K
New
N/A
2.81K $258M
UNP
Union Pacific Corp

Industrials
1.1K
New
$208.27 - $238.46 $228K - $261K
1.1K $252M
LDOS
Leidos Holdings, Inc.

Technology
1.59K
New
$132.9 - $160.3 $211K - $254K
1.59K $250M
ORLY
O Reilly Automotive Inc

Consumer Cyclical
2.69K
New
$87.84 - $1441.89 $236K - $3.88M
2.69K $242M
UPS
United Parcel Service Inc

Industrials
2.39K
New
$91.92 - $110.2 $219K - $263K
2.39K $241M
PWR
Quanta Services, Inc.

Industrials
610
New
$239.47 - $381.26 $146K - $233K
610 $231M
XLF
Financial Sector Spdr

ETFs
4.28K
New
$43.92 - $52.37 $188K - $224K
4.28K $224M
EPR
Epr Properties

Real Estate
3.77K
New
$43.53 - $59.11 $164K - $223K
3.77K $220M
AON
Aon PLC

Financial Services
609
New
$335.85 - $398.81 $205K - $243K
609 $217M
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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