Kelly Lawrence W & Associates Inc has filed its 13F form on August 13, 2024 for Q2 2024 where it was disclosed a total value porftolio of $429 Million distributed in 252 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Apple Inc. with a value of $34.5M, Alphabet Inc. with a value of $30.5M, Advanced Micro Devices Inc with a value of $26.8M, Costco Wholesale Corp with a value of $22.3M, and Roper Technologies Inc with a value of $16.7M.
Examining the 13F form we can see an increase of $345K in the current position value, from $429M to 429M.
Kelly Lawrence W & Associates Inc is based out at Pasadena, CA
Below you can find more details about Kelly Lawrence W & Associates Inc portfolio as well as his latest detailed transactions.
Portfolio value
$429 Million
Technology: $118 Million
Industrials: $60 Million
Communication Services: $53.9 Million
Healthcare: $49.1 Million
Financial Services: $47.2 Million
Consumer Defensive: $39.4 Million
Real Estate: $21.6 Million
Consumer Cyclical: $17 Million
Other: $20.9 Million
Stock Holdings Table Market Cap. of $10 Billions to $200 Billions