Lewis Asset Management, LLC Purchases in Q2 2025

Lewis Asset Management, LLC

  • $213 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
PDI
Pimco Dynamic Income Fund

Financial Services
25.4K
+ 224.12%
$17.02 - $19.87 $432K - $504K
36.7K $696M
INDA
Ishares Msci India Index Fund

ETFs
8.47K
New
$49.13 - $55.86 $416K - $473K
8.47K $471M
EMR
Emerson Electric CO

Industrials
3.48K
New
$94.15 - $133.33 $327K - $463K
3.48K $463M
MELI
Mercadolibre Inc

Consumer Cyclical
175
New
$1794.73 - $2613.63 $314K - $457K
175 $457M
IVV
Ishares Core S&P 500 ETF

ETFs
720
New
$498.8 - $620.9 $359K - $447K
720 $447M
SYK
Stryker Corp

Healthcare
1.08K
New
$337.37 - $395.63 $365K - $428K
1.08K $428M
SDY
Spdr Series Tr Spdr S&P Divide

ETFs
3.12K
+ 12.55%
$121.58 - $136.74 $379K - $426K
27.9K $3.79B
XLI
Industrial Sector Spdr

ETFs
2.85K
New
$116.42 - $147.52 $331K - $420K
2.85K $420M
CMG
Chipotle Mexican Grill Inc

Consumer Cyclical
7.18K
New
$45.98 - $56.15 $330K - $403K
7.18K $403M
PEP
Pepsico Inc

Consumer Defensive
3.02K
New
$128.02 - $151.37 $386K - $457K
3.02K $398M
XLK
Technology Sector Spdr

ETFs
1.02K
+ 39.72%
$179.73 - $253.23 $183K - $257K
3.57K $905M
PFE
Pfizer Inc

Healthcare
15.2K
+ 184.58%
$21.59 - $24.84 $329K - $378K
23.5K $569M
JPM
Jpmorgan Chase & CO

Financial Services
944
+ 49.14%
$210.28 - $289.91 $199K - $274K
2.87K $831M
WFC
Wells Fargo & Company

Financial Services
4.41K
New
$60.98 - $80.12 $269K - $353K
4.41K $353M
AGG
Ishares Core U.S. Aggregate Bo

ETFs
3.51K
New
$96.84 - $99.46 $340K - $349K
3.51K $348M
PLTR
Palantir Technologies Inc.

Technology
1K
+ 24.63%
$74.01 - $144.25 $74K - $144K
5.06K $690M
IJJ
Ishares S&P Midcap 400 Value E

ETFs
2.75K
New
$103.88 - $123.68 $286K - $340K
2.75K $340M
LYFT
Lyft, Inc.

Technology
21.3K
New
$9.97 - $17.21 $212K - $366K
21.3K $335M
AVB
Avalonbay Communities Inc

Real Estate
1.63K
New
$187.23 - $215.61 $304K - $350K
1.63K $331M
AXP
American Express CO

Financial Services
560
+ 19.28%
$231.39 - $318.98 $130K - $179K
3.46K $1.1B
BAC
Bank Of America Corp

Financial Services
5.78K
+ 80.03%
$34.39 - $47.46 $199K - $274K
13K $616M
DIS
Walt Disney CO

Communication Services
2.52K
New
$81.72 - $124.01 $206K - $313K
2.52K $313M
URA
Global X Uranium ETF

ETFs
500
+ 2.78%
$20.26 - $38.81 $10.1K - $19.4K
18.5K $719M
IWP
Ishares Russell Mid Cap Growth

ETFs
2.15K
New
$104.34 - $138.68 $224K - $298K
2.15K $298M
DHR
Danaher Corp

Healthcare
1.5K
New
$174.64 - $205.16 $262K - $308K
1.5K $296M
WPM
Wheaton Precious Metals Corp.

Basic Materials
3.28K
New
$70.56 - $92.75 $231K - $304K
3.28K $294M
Blackrock Inc
273
New
N/A
273 $286M
PANW
Palo Alto Networks Inc

Technology
1.04K
+ 47.85%
$152.44 - $204.64 $158K - $212K
3.2K $656M
J P Morgan Exchange Traded F
4.52K
New
N/A
4.52K $283M
QTUM
ETF Ser Solutions Defiance Qua
2.81K
New
N/A
2.81K $258M
UNP
Union Pacific Corp

Industrials
1.1K
New
$208.27 - $238.46 $228K - $261K
1.1K $252M
LDOS
Leidos Holdings, Inc.

Technology
1.59K
New
$132.9 - $160.3 $211K - $254K
1.59K $250M
UYLD
Angel Oak Fds Tr Ultrashort In
4.85K
+ 10.73%
N/A
50K $2.55B
ORLY
O Reilly Automotive Inc

Consumer Cyclical
2.69K
New
$87.84 - $1441.89 $236K - $3.88M
2.69K $242M
UPS
United Parcel Service Inc

Industrials
2.39K
New
$91.92 - $110.2 $219K - $263K
2.39K $241M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
1.29K
+ 6.13%
$90.56 - $109.49 $117K - $141K
22.4K $2.44B
PWR
Quanta Services, Inc.

Industrials
610
New
$239.47 - $381.26 $146K - $233K
610 $231M
ROP
Roper Technologies Inc

Industrials
429
+ 77.16%
$519.19 - $590.78 $223K - $253K
985 $558M
XLF
Financial Sector Spdr

ETFs
4.28K
New
$43.92 - $52.37 $188K - $224K
4.28K $224M
EPR
Epr Properties

Real Estate
3.77K
New
$43.53 - $59.11 $164K - $223K
3.77K $220M
AON
Aon PLC

Financial Services
609
New
$335.85 - $398.81 $205K - $243K
609 $217M
SBUX
Starbucks Corp

Consumer Cyclical
2.34K
New
$79.69 - $99.41 $187K - $233K
2.34K $215M
LYB
Lyondell Basell Industries N.V.

Basic Materials
3.7K
New
$53.23 - $70.65 $197K - $261K
3.7K $214M
AMAT
Applied Materials Inc

Technology
786
+ 43.96%
$126.95 - $183.52 $99.8K - $144K
2.57K $471M
CL
Colgate Palmolive CO

Consumer Defensive
2.3K
New
$87.57 - $96.0 $201K - $220K
2.3K $209M
Ge Vernova Inc
393
New
N/A
393 $208M
NOW
Service Now, Inc.

Technology
26
+ 3.35%
$721.65 - $1040.18 $18.8K - $27K
803 $826M
TXN
Texas Instruments Inc

Technology
993
New
N/A
993 $206M
HD
Home Depot, Inc.

Consumer Cyclical
552
+ 40.74%
$335.24 - $380.78 $185K - $210K
1.91K $699M
Activity Summary
Buys All Purchases 143 New Holdings 56 Increased Positions 87 Sells All Sells 26 Reductions 26 Sold out 0 Options Calls 0 Puts 0
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