Lewis Asset Management, LLC Purchases in Q3 2024

Lewis Asset Management, LLC

  • $137 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
UBER
Uber Technologies, Inc

Technology
12.8K
New
$58.48 - $77.47 $747K - $989K
12.8K $960M
VKTX
Viking Therapeutics, Inc.

Healthcare
3.95K
+ 14.94%
$49.84 - $70.47 $197K - $278K
30.4K $1.92B
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
38
+ 0.47%
$405.19 - $478.57 $15.4K - $18.2K
8.11K $3.73B
CIVI
Civitas Resources, Inc.

Energy
8.63K
New
$49.47 - $72.73 $427K - $628K
8.63K $437M
EQT
Eqt Corp

Energy
10.8K
+ 106.09%
$30.21 - $37.21 $326K - $401K
20.9K $767M
ORCL
Oracle Corp

Technology
1.15K
+ 19.03%
$125.9 - $170.35 $145K - $196K
7.21K $1.23B
ABBV
Abb Vie Inc.

Healthcare
354
+ 3.43%
$163.84 - $199.33 $58K - $70.6K
10.7K $2.11B
NTLA
Intellia Therapeutics, Inc.

Healthcare
19.8K
+ 42.5%
$19.72 - $27.36 $390K - $541K
66.3K $1.36B
IJR
Ishares Core S&P Sm Cap ETF

ETFs
431
+ 1.7%
$105.53 - $118.34 $45.5K - $51K
25.8K $3.02B
PLTR
Palantir Technologies Inc.

Technology
7.69K
New
$24.09 - $37.95 $185K - $292K
7.69K $286M
LMT
Lockheed Martin Corp

Industrials
479
New
$460.3 - $584.56 $220K - $280K
479 $280M
DELL
Dell Technologies Inc.

Technology
2.3K
New
$87.89 - $145.97 $202K - $335K
2.3K $272M
AXP
American Express CO

Financial Services
580
+ 21.73%
$225.92 - $271.17 $131K - $157K
3.25K $881M
IWB
Ishares Tr Russell 1000 ETF

ETFs
784
New
$283.28 - $314.39 $222K - $246K
784 $246M
SCHH
Schwab Strategic U.S. Reit ETF

ETFs
10K
New
$19.78 - $23.53 $199K - $236K
10K $233M
NFLX
Netflix Inc

Communication Services
317
New
$598.55 - $722.26 $190K - $229K
317 $225M
BEN
Franklin Resources Inc

Financial Services
10.9K
New
$19.13 - $23.97 $209K - $262K
10.9K $220M
ALB
Albemarle Corp

Basic Materials
2.34K
+ 58.7%
$72.85 - $100.09 $171K - $235K
6.34K $600M
FCX
Freeport Mcmoran Inc

Basic Materials
4.32K
New
$39.52 - $51.92 $171K - $225K
4.32K $216M
Arm Holdings PLC
1.5K
New
N/A
1.5K $215M
TSLA
Tesla, Inc.

Consumer Cyclical
26
+ 0.8%
$191.76 - $263.26 $4.99K - $6.84K
3.28K $858M
OGN
Organon & Co.

Healthcare
11.1K
New
$18.65 - $23.03 $208K - $256K
11.1K $213M
MS
Morgan Stanley

Financial Services
2.04K
New
$92.07 - $106.96 $188K - $218K
2.04K $212M
SHY
Ishares Barclays 1 3 Year Trea

ETFs
2.52K
New
$81.31 - $83.29 $205K - $210K
2.52K $209M
MDLZ
Mondelez International, Inc.

Consumer Defensive
2.84K
New
$64.35 - $75.71 $183K - $215K
2.84K $209M
BAC
Bank Of America Corp

Financial Services
5.24K
New
$36.65 - $44.13 $192K - $231K
5.24K $208M
IEF
Ishares Barclays

ETFs
1.21K
+ 6.21%
$92.67 - $99.14 $112K - $120K
20.6K $2.02B
GLD
Spdr Gold Trust

ETFs
843
New
$215.56 - $246.98 $182K - $208K
843 $205M
IBM
International Business Machines Corp

Technology
190
+ 5.81%
$175.1 - $223.38 $33.3K - $42.4K
3.46K $765M
COST
Costco Wholesale Corp

Consumer Defensive
178
+ 16.06%
$801.83 - $917.05 $143K - $163K
1.29K $1.14B
Qxo Inc
11.9K
New
N/A
11.9K $188M
LOW
Lowes Companies Inc

Consumer Cyclical
245
+ 11.4%
$213.3 - $270.78 $52.3K - $66.3K
2.39K $648M
PFE
Pfizer Inc

Healthcare
4.7K
+ 16.68%
$27.7 - $31.39 $130K - $147K
32.8K $950M
CRM
Salesforce, Inc.

Technology
151
+ 2.33%
$238.42 - $276.53 $36K - $41.8K
6.64K $1.82B
GS
Goldman Sachs Group Inc

Financial Services
180
+ 13.76%
$459.02 - $510.25 $82.6K - $91.8K
1.49K $737M
DVN
Devon Energy Corp

Energy
5.33K
+ 66.65%
$37.87 - $48.65 $202K - $259K
13.3K $521M
HD
Home Depot, Inc.

Consumer Cyclical
212
+ 23.12%
$333.64 - $405.2 $70.7K - $85.9K
1.13K $457M
BX
Blackstone Inc.

Financial Services
55
+ 1.21%
$120.77 - $159.66 $6.64K - $8.78K
4.59K $703M
TOST
Toast, Inc.

Technology
1.45K
+ 3.7%
$22.71 - $28.31 $33K - $41.1K
40.7K $1.15B
WMT
Walmart Inc.

Consumer Defensive
886
+ 21.21%
$66.91 - $81.4 $59.3K - $72.1K
5.06K $409M
UNH
Unitedhealth Group Inc

Healthcare
64
+ 5.76%
$488.01 - $604.18 $31.2K - $38.7K
1.18K $687M
XOM
Exxon Mobil Corp

Energy
980
+ 37.36%
$109.72 - $119.0 $108K - $117K
3.6K $422M
JNJ
Johnson & Johnson

Healthcare
323
+ 7.54%
$145.48 - $167.38 $47K - $54.1K
4.61K $747M
MA
Mastercard Inc

Financial Services
164
+ 24.22%
$429.6 - $500.99 $70.5K - $82.2K
841 $415M
BA
Boeing CO

Industrials
1.49K
+ 38.85%
$152.04 - $190.6 $226K - $284K
5.32K $809M
AFL
Aflac Inc

Financial Services
397
+ 13.83%
$88.52 - $111.8 $35.1K - $44.4K
3.27K $365M
AMGN
Amgen Inc

Healthcare
291
+ 24.11%
$309.38 - $337.38 $90K - $98.2K
1.5K $483M
Grayscale Ethereum Mini Tr E
43.2K
New
N/A
43.2K $105M
VZ
Verizon Communications Inc

Communication Services
607
+ 2.93%
$38.89 - $45.0 $23.6K - $27.3K
21.3K $959M
Activity Summary
Buys All Purchases 96 New Holdings 19 Increased Positions 77 Sells All Sells 30 Reductions 30 Sold out 0 Options Calls 0 Puts 0
Track This Portfolio

Track Lewis Asset Management, LLC Portfolio

Follow Lewis Asset Management, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Lewis Asset Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Lewis Asset Management, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email