Kelly Lawrence W & Associates Inc has filed its 13F form on February 13, 2025 for Q4 2024 where it was disclosed a total value porftolio of $413 Million distributed in 238 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Apple Inc. with a value of $40.3M, Alphabet Inc. with a value of $31.2M, Costco Wholesale Corp with a value of $23.5M, Advanced Micro Devices Inc with a value of $20.1M, and Broadridge Financial Solutions, Inc. with a value of $16.9M.
Examining the 13F form we can see an decrease of $17.1M in the current position value, from $430M to 413M.
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
$413 Million
Technology: $139 Million
Financial Services: $55.2 Million
Consumer Defensive: $50.7 Million
Industrials: $50.5 Million
Communication Services: $39.6 Million
Healthcare: $27.1 Million
Consumer Cyclical: $18.7 Million
Real Estate: $11.5 Million
Other: $19.1 Million
Stock Holdings Table Market Cap. of $200 Billions or more
