Lewis Asset Management, LLC Sells in Q2 2025

Lewis Asset Management, LLC

  • $213 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
IEF
Ishares Barclays

ETFs
-5.51K
- 29.73%
$93.15 - $96.56 $513K - $532K
13K $1.25B
AES
Aes Corp

Utilities
-17.8K
- 18.82%
$9.63 - $12.55 $171K - $223K
76.6K $806M
NRZ
New Residential Investment Corp.

Real Estate
-12K
- 5.28%
N/A
216K $2.44B
CRNX
Crinetics Pharmaceuticals, Inc.

Healthcare
-1.6K
- 8.0%
$25.56 - $33.76 $40.9K - $54K
18.4K $529M
VRTX
Vertex Pharmaceuticals Inc

Healthcare
-250
- 33.56%
$421.16 - $509.5 $105K - $127K
495 $220M
TLT
Ishares Barclays 20+ Year Trea

ETFs
-1.31K
- 16.47%
$83.97 - $92.85 $110K - $121K
6.63K $585M
BA
Boeing CO

Industrials
-790
- 38.95%
$136.59 - $217.51 $108K - $172K
1.24K $259M
SMDV
Proshares Tr Russell 2000 Divi

ETFs
-1.21K
- 15.01%
$58.95 - $66.19 $71.2K - $79.9K
6.84K $445M
MFC
Manulife Financial Corp

Financial Services
-1.19K
- 10.97%
$26.93 - $32.44 $31.9K - $38.4K
9.62K $307M
IGSB
Ishares Trust Ishares 1 5 Year

ETFs
-401
- 3.38%
$51.68 - $52.76 $20.7K - $21.2K
11.5K $605M
CRM
Salesforce, Inc.

Technology
-74
- 1.22%
$236.26 - $291.15 $17.5K - $21.5K
6K $1.63B
MDYV
Spdr S&P 400 Mid Cap Value ETF

ETFs
-252
- 1.91%
$66.87 - $79.47 $16.9K - $20K
12.9K $1.03B
LNG
Cheniere Energy, Inc.

Energy
-122
- 3.11%
$197.25 - $244.33 $24.1K - $29.8K
3.8K $924M
FDBC
Fidelity D & D Bancorp Inc

Financial Services
-261
- 3.38%
$37.43 - $46.0 $9.77K - $12K
7.46K $343M
IBM
International Business Machines Corp

Technology
-358
- 11.65%
$221.03 - $294.78 $79.1K - $106K
2.71K $800M
FOUR
Shift4 Payments, Inc.

Technology
-300
- 7.69%
$72.5 - $99.11 $21.8K - $29.7K
3.6K $357M
VRSN
Verisign Inc

Technology
-80
- 4.17%
$234.49 - $288.8 $18.8K - $23.1K
1.84K $531M
TOST
Toast, Inc.

Technology
-6.92K
- 21.92%
$30.03 - $45.23 $208K - $313K
24.6K $1.09B
VONG
Vanguard Russell 1000 Growth E

ETFs
-344
- 6.32%
$82.51 - $109.2 $28.4K - $37.6K
5.1K $557M
NTLA
Intellia Therapeutics, Inc.

Healthcare
-2.67K
- 6.94%
$6.28 - $9.67 $16.8K - $25.8K
35.8K $336M
MDYG
Spdr S&P 400 Mid Cap Growth Et

ETFs
-13
- 0.11%
$70.44 - $86.87 $916 - $1.13K
11.5K $997M
UBER
Uber Technologies, Inc

Technology
-1.5K
- 7.52%
$64.62 - $93.3 $96.9K - $140K
18.5K $1.72B
AMD
Advanced Micro Devices Inc

Technology
-558
- 5.18%
$78.21 - $143.81 $43.6K - $80.2K
10.2K $1.45B
CRWD
Crowd Strike Holdings, Inc.

Technology
-871
- 13.4%
$321.63 - $509.31 $280K - $444K
5.63K $2.87B
META
Meta Platforms, Inc.

Communication Services
-668
- 7.08%
$484.66 - $738.09 $324K - $493K
8.77K $6.47B
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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