Kelly Lawrence W & Associates Inc has filed its 13F form on November 14, 2024 for Q3 2024 where it was disclosed a total value porftolio of $430 Million distributed in 242 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Apple Inc. with a value of $37.8M, Alphabet Inc. with a value of $27.4M, Advanced Micro Devices Inc with a value of $27.1M, Costco Wholesale Corp with a value of $23M, and Roper Technologies Inc with a value of $16.2M.
Examining the 13F form we can see an increase of $907K in the current position value, from $429M to 430M.
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
$430 Million
Technology: $123 Million
Healthcare: $52 Million
Financial Services: $51.9 Million
Industrials: $51.5 Million
Communication Services: $46.3 Million
Consumer Defensive: $40.7 Million
Real Estate: $24.3 Million
Consumer Cyclical: $17.5 Million
Other: $21 Million
Stock Holdings Table Market Cap. of $200 Billions or more
