Kelly Lawrence W & Associates Inc has filed its 13F form on May 15, 2024 for Q1 2024 where it was disclosed a total value porftolio of $429 Million distributed in 253 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Advanced Micro Devices Inc with a value of $29.7M, Apple Inc. with a value of $28.2M, Alphabet Inc. with a value of $25.4M, Costco Wholesale Corp with a value of $19.3M, and Roper Technologies Inc with a value of $16.5M.
Examining the 13F form we can see an increase of $19.9M in the current position value, from $409M 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: $114 Million
Healthcare: $53.7 Million
Communication Services: $53.3 Million
Industrials: $52 Million
Financial Services: $48.8 Million
Consumer Defensive: $40.8 Million
Real Estate: $24.6 Million
Basic Materials: $16.7 Million
Other: $22.9 Million
Stock Holdings Table Market Cap. of $10 Billions to $200 Billions