Lewis Asset Management, LLC Sells in Q3 2025

Lewis Asset Management, LLC

  • $243 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
CRWD
Crowd Strike Holdings, Inc.

Technology
-928
- 16.48%
$412.46 - $514.1 $383K - $477K
4.7K $2.31B
TOST
Toast, Inc.

Technology
-9K
- 36.5%
$36.51 - $49.3 $328K - $444K
15.7K $571M
PLTR
Palantir Technologies Inc.

Technology
-3.86K
- 76.28%
$130.68 - $186.97 $504K - $722K
1.2K $219M
Atlassian Corporation
-68
- 1.04%
N/A
6.49K $1.04B
CRM
Salesforce, Inc.

Technology
-124
- 2.07%
$231.66 - $273.65 $28.7K - $33.9K
5.87K $1.39B
MELI
Mercadolibre Inc

Consumer Cyclical
-71
- 40.57%
$2292.04 - $2514.05 $163K - $178K
104 $243M
ARCC
Ares Capital Corp

Financial Services
-4.16K
- 11.54%
$20.41 - $23.25 $85K - $96.8K
31.9K $651M
NFLX
Netflix Inc

Communication Services
-20
- 2.82%
$1147.87 - $1297.18 $23K - $25.9K
690 $827M
NOW
Service Now, Inc.

Technology
-18
- 2.24%
$850.86 - $1044.69 $15.3K - $18.8K
785 $723M
EQT
Eqt Corp

Energy
-323
- 1.57%
$49.19 - $59.19 $15.9K - $19.1K
20.3K $1.1B
DLR
Digital Realty Trust, Inc.

Real Estate
-461
- 18.25%
$161.21 - $180.02 $74.3K - $83K
2.07K $357M
META
Meta Platforms, Inc.

Communication Services
-55
- 0.63%
$695.21 - $791.73 $38.2K - $43.5K
8.71K $6.4B
KMB
Kimberly Clark Corp

Consumer Defensive
-242
- 4.3%
$121.72 - $136.77 $29.5K - $33.1K
5.38K $669M
LYFT
Lyft, Inc.

Technology
-7.98K
- 37.55%
$13.41 - $22.93 $107K - $183K
13.3K $292M
SCHZ
Schwab Us Aggregate Bond ETF

ETFs
-1.94K
- 13.32%
$22.9 - $23.58 $44.5K - $45.8K
12.7K $297M
APD
Air Products & Chemicals, Inc.

Basic Materials
-98
- 8.07%
$265.78 - $299.3 $26K - $29.3K
1.12K $304M
DIS
Walt Disney CO

Communication Services
-97
- 3.84%
$112.25 - $124.0 $10.9K - $12K
2.43K $278M
IGSB
Ishares Trust Ishares 1 5 Year

ETFs
-381
- 3.32%
$52.39 - $53.11 $20K - $20.2K
11.1K $588M
PFE
Pfizer Inc

Healthcare
-1.62K
- 6.9%
$23.29 - $25.88 $37.7K - $41.9K
21.9K $557M
PFFD
Global X Fds U S Pfd ETF (De)

ETFs
-841
- 5.67%
$18.82 - $19.8 $15.8K - $16.7K
14K $272M
SNOW
Snowflake Inc.

Technology
-25
- 1.14%
$191.73 - $241.0 $4.79K - $6.03K
2.17K $490M
AGG
Ishares Core U.S. Aggregate Bo

ETFs
-50
- 1.42%
$97.75 - $100.75 $4.89K - $5.04K
3.46K $347M
AMGN
Amgen Inc

Healthcare
-28
- 0.89%
$271.18 - $309.22 $7.59K - $8.66K
3.11K $877M
MDYV
Spdr S&P 400 Mid Cap Value ETF

ETFs
-597
- 4.62%
$78.88 - $85.2 $47.1K - $50.9K
12.3K $1.03B
TLT
Ishares Barclays 20+ Year Trea

ETFs
-20
- 0.3%
$85.01 - $90.35 $1.7K - $1.81K
6.61K $591M
SYY
Sysco Corp

Consumer Defensive
-169
- 5.53%
$76.33 - $82.51 $12.9K - $13.9K
2.89K $238M
CINF
Cincinnati Financial Corp

Financial Services
-137
- 4.44%
$145.8 - $158.1 $20K - $21.7K
2.95K $466M
BSEP
Innovator U.S. Equity Buffer E

ETFs
-444
- 4.82%
$45.13 - $48.29 $20K - $21.4K
8.76K $423M
AXP
American Express CO

Financial Services
-98
- 2.83%
$294.27 - $342.31 $28.8K - $33.5K
3.37K $1.12B
MDYG
Spdr S&P 400 Mid Cap Growth Et

ETFs
-197
- 1.72%
$87.07 - $93.06 $17.2K - $18.3K
11.3K $1.03B
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
-500
- 1.07%
$21.69 - $23.34 $10.8K - $11.7K
46.3K $1.08B
BAC
Bank Of America Corp

Financial Services
-183
- 1.41%
$44.92 - $52.42 $8.22K - $9.59K
12.8K $662M
VONG
Vanguard Russell 1000 Growth E

ETFs
-9
- 0.18%
$108.08 - $121.73 $973 - $1.1K
5.09K $613M
NTLA
Intellia Therapeutics, Inc.

Healthcare
-11.3K
- 31.5%
$9.88 - $17.76 $111K - $200K
24.5K $424M
APH
Amphenol Corp

Technology
-7
- 0.19%
$97.39 - $125.4 $682 - $878
3.59K $445M
LOW
Lowes Companies Inc

Consumer Cyclical
-13
- 0.39%
$215.01 - $273.02 $2.8K - $3.55K
3.32K $835M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
-467
- 2.09%
$108.46 - $120.63 $50.7K - $56.3K
21.9K $2.6B
AMD
Advanced Micro Devices Inc

Technology
-36
- 0.35%
$134.8 - $184.42 $4.85K - $6.64K
10.2K $1.65B
NVDA
Nvidia Corp

Technology
-7.95K
- 6.97%
$153.3 - $186.58 $1.22M - $1.48M
106K $19.8B
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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