Lewis Asset Management, LLC Purchases in Q3 2025

Lewis Asset Management, LLC

  • $243 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
AAPL
Apple Inc.

Technology
4.93K
+ 9.45%
$202.38 - $256.87 $998K - $1.27M
57.1K $14.5B
SPY
Spdr S&P 500 ETF Trust

ETFs
3.68K
+ 28.75%
$617.65 - $666.84 $2.27M - $2.46M
16.5K $11B
GOOG
Alphabet Inc.

Communication Services
1.4K
+ 7.68%
$175.16 - $255.24 $245K - $358K
19.6K $4.78B
GOOGL
Alphabet Inc.

Communication Services
1.25K
+ 6.81%
$174.36 - $254.72 $218K - $318K
19.6K $4.77B
ORCL
Oracle Corp

Technology
203
+ 1.05%
$218.96 - $328.33 $44.4K - $66.7K
19.6K $5.52B
MSFT
Microsoft Corp

Technology
1.38K
+ 9.74%
$491.09 - $535.64 $677K - $738K
15.5K $8.04B
AVGO
Broadcom Inc.

Technology
129
+ 0.95%
$264.74 - $369.57 $34.2K - $47.7K
13.7K $4.52B
UNH
Unitedhealth Group Inc

Healthcare
2.05K
+ 99.27%
$237.77 - $353.61 $486K - $723K
4.11K $1.42B
CRNX
Crinetics Pharmaceuticals, Inc.

Healthcare
11.3K
+ 61.28%
$26.85 - $45.91 $303K - $518K
29.7K $1.24B
JEPI
J P Morgan Exchange Traded Fd

ETFs
11.5K
+ 27.47%
$55.61 - $57.37 $642K - $662K
53.6K $3.06B
JNJ
Johnson & Johnson

Healthcare
1.02K
+ 7.27%
$155.17 - $185.42 $157K - $188K
15K $2.78B
AES
Aes Corp

Utilities
28.1K
+ 36.62%
$10.77 - $13.94 $302K - $391K
105K $1.38B
ABBV
Abb Vie Inc.

Healthcare
74
+ 0.62%
$184.85 - $231.54 $13.7K - $17.1K
12K $2.77B
D
Dominion Energy, Inc

Utilities
9.21K
New
$56.32 - $62.1 $519K - $572K
9.21K $563M
VUG
Vanguard Growth ETF

ETFs
294
+ 3.05%
$433.97 - $484.08 $128K - $142K
9.94K $4.77B
TSLA
Tesla, Inc.

Consumer Cyclical
68
+ 2.07%
$293.94 - $444.72 $20K - $30.2K
3.36K $1.49B
AMZN
Amazon Com Inc

Consumer Cyclical
1.98K
+ 5.48%
$211.65 - $238.24 $418K - $471K
38K $8.35B
IONQ
Ion Q, Inc.

Technology
7.15K
New
$36.79 - $75.14 $263K - $537K
7.15K $440M
SDY
Spdr Series Tr Spdr S&P Divide

ETFs
2.15K
+ 7.7%
$136.48 - $142.97 $294K - $308K
30.1K $4.21B
CVX
Chevron Corp

Energy
1.69K
+ 16.61%
$145.57 - $161.83 $245K - $273K
11.8K $1.84B
MDY
Spdr S&P Midcap 400 ETF Trust

ETFs
472
+ 14.79%
$567.09 - $607.37 $268K - $287K
3.66K $2.18B
MCD
Mcdonalds Corp

Consumer Cyclical
950
+ 19.59%
$291.67 - $316.99 $277K - $301K
5.8K $1.76B
ROST
Ross Stores, Inc.

Consumer Cyclical
1.48K
+ 32.03%
$127.59 - $152.81 $189K - $226K
6.1K $930M
Qxo Inc
33.3K
+ 26.13%
N/A
160K $3.06B
IYW
Ishares Dj Us Tech ETF

ETFs
659
+ 7.92%
$171.38 - $197.01 $113K - $130K
8.98K $1.76B
DIA
Spdr Dow Jones Industrial Average ETF Trust

ETFs
265
+ 3.25%
$435.72 - $463.74 $115K - $123K
8.42K $3.9B
Coreweave Inc
2.23K
New
N/A
2.23K $305M
VKTX
Viking Therapeutics, Inc.

Healthcare
11.9K
+ 26.94%
$23.09 - $42.09 $274K - $500K
55.9K $1.47B
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
324
+ 3.99%
$459.11 - $506.91 $149K - $164K
8.44K $4.24B
JPM
Jpmorgan Chase & CO

Financial Services
698
+ 24.36%
$282.78 - $316.06 $197K - $221K
3.56K $1.12B
VYMI
Vanguard Whitehall Fds Intl Hi

ETFs
3.33K
New
$79.76 - $85.78 $265K - $285K
3.33K $282M
MMC
Marsh & Mclennan Companies, Inc.

Financial Services
1.35K
New
$196.15 - $217.83 $265K - $295K
1.35K $272M
COST
Costco Wholesale Corp

Consumer Defensive
486
+ 17.22%
$915.95 - $994.57 $445K - $483K
3.31K $3.06B
ENB
Enbridge Inc

Energy
2.34K
+ 8.51%
$43.79 - $50.46 $102K - $118K
29.8K $1.5B
SPYI
Shp ETF Tr Neos S&P 500 High I
4.73K
New
N/A
4.73K $247M
IWO
Ishares Russell 2000 Gwt ETF

ETFs
260
+ 5.44%
$284.45 - $324.95 $74K - $84.5K
5.04K $1.61B
SO
Southern CO

Utilities
2.54K
New
$90.83 - $96.0 $231K - $244K
2.54K $241M
JEF
Jefferies Financial Group Inc.

Financial Services
3.57K
New
$54.67 - $70.36 $195K - $251K
3.57K $234M
GS
Goldman Sachs Group Inc

Financial Services
21
+ 0.86%
$696.56 - $806.32 $14.6K - $16.9K
2.47K $1.97B
GD
General Dynamics Corp

Industrials
663
New
$293.92 - $341.0 $195K - $226K
663 $226M
WMT
Walmart Inc.

Consumer Defensive
860
+ 3.35%
$94.4 - $104.27 $81.2K - $89.7K
26.5K $2.73B
URA
Global X Uranium ETF

ETFs
1.25K
+ 6.72%
$36.45 - $50.4 $45.4K - $62.7K
19.8K $942M
SCHD
Schwab Strategic Tr Us Dividen

ETFs
8.08K
New
$26.38 - $27.95 $213K - $226K
8.08K $221M
VLO
Valero Energy Corp

Energy
84
+ 1.48%
$131.77 - $175.63 $11.1K - $14.8K
5.75K $980M
TSCO
Tractor Supply CO

Consumer Cyclical
3.73K
New
$54.08 - $62.65 $201K - $233K
3.73K $212M
XLK
Technology Sector Spdr

ETFs
377
+ 10.55%
$250.97 - $282.66 $94.6K - $107K
3.95K $1.11B
IWF
Ishares Russell 1000 Gr ETF

ETFs
438
New
$420.11 - $472.68 $184K - $207K
438 $205M
MPC
Marathon Petroleum Corp

Energy
1.06K
New
$158.59 - $198.69 $168K - $211K
1.06K $204M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
328
New
$567.77 - $614.76 $186K - $202K
328 $201M
Activity Summary
Buys All Purchases 127 New Holdings 17 Increased Positions 110 Sells All Sells 40 Reductions 40 Sold out 0 Options Calls 0 Puts 0
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