Lewis Asset Management, LLC Portfolio Holdings
Lewis Asset Management, LLC
- $137 Billion
- Q3 2024
Lewis Asset Management, LLC has filed its 13F form on October 31, 2024 for Q3 2024 where it was disclosed a total value porftolio of $137 Billion distributed in 131 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Apple Inc. with a value of $14B, Nvidia Corp with a value of $13.1B, Meta Platforms, Inc. with a value of $6.26B, Microsoft Corp with a value of $5.11B, and Amazon Com Inc with a value of $4.74B.
Examining the 13F form we can see an increase of $6.21B in the current position value, from $131B to 137B.
Lewis Asset Management, LLC is based out at Lafayette, CA
Below you can find more details about Lewis Asset Management, LLC portfolio as well as his latest detailed transactions.
Portfolio value
$137 Billion
Technology: $48.1 Billion
ETFs: $24.4 Billion
Healthcare: $13 Billion
Financial Services: $12.5 Billion
Communication Services: $12.4 Billion
Consumer Cyclical: $7.48 Billion
Energy: $4.81 Billion
Consumer Defensive: $3.92 Billion
Other: $6.46 Billion
Stock Holdings Table Market Cap. of $50 Millions to $300 Millions
| Stock | Market Cap. | Holding Value (Reported) | # of Shares. | Last Trade | Trade History |
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