Lewis Asset Management, LLC Sells in Q1 2025

Lewis Asset Management, LLC

  • $121 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
NVDA
Nvidia Corp

Technology
-1.09K
- 1.02%
$106.98 - $149.43 $116K - $162K
105K $11.4B
AAPL
Apple Inc.

Technology
-4.24K
- 9.75%
$209.68 - $247.1 $888K - $1.05M
39.2K $8.71B
AVGO
Broadcom Inc.

Technology
-217
- 2.07%
$167.43 - $244.7 $36.3K - $53.1K
10.3K $1.72B
IJR
Ishares Core S&P Sm Cap ETF

ETFs
-3.56K
- 14.45%
$102.49 - $119.96 $365K - $427K
21.1K $2.2B
GOOG
Alphabet Inc.

Communication Services
-220
- 1.33%
$156.06 - $207.71 $34.3K - $45.7K
16.4K $2.56B
TSLA
Tesla, Inc.

Consumer Cyclical
-560
- 21.15%
$222.15 - $428.22 $124K - $240K
2.09K $541M
CRM
Salesforce, Inc.

Technology
-130
- 2.1%
$268.36 - $359.95 $34.9K - $46.8K
6.07K $1.63B
GOOGL
Alphabet Inc.

Communication Services
-237
- 2.6%
$154.33 - $206.19 $36.6K - $48.9K
8.88K $1.37B
IGSB
Ishares Trust Ishares 1 5 Year

ETFs
-6.76K
- 36.28%
$51.52 - $52.37 $348K - $354K
11.9K $622M
Atlassian Corporation
-476
- 6.77%
N/A
6.56K $1.39B
TOST
Toast, Inc.

Technology
-5.09K
- 13.89%
$32.61 - $41.98 $166K - $214K
31.6K $1.05B
BA
Boeing CO

Industrials
-1.38K
- 40.41%
$148.15 - $186.25 $204K - $256K
2.03K $346M
ORCL
Oracle Corp

Technology
-213
- 2.79%
$139.81 - $186.47 $29.8K - $39.7K
7.42K $1.04B
NOW
Service Now, Inc.

Technology
-17
- 2.14%
$783.83 - $1170.39 $13.3K - $19.9K
777 $619M
TLT
Ishares Barclays 20+ Year Trea

ETFs
-2.78K
- 25.91%
$85.29 - $92.57 $237K - $257K
7.94K $723M
NTLA
Intellia Therapeutics, Inc.

Healthcare
-2.5K
- 6.1%
$7.11 - $12.8 $17.8K - $32K
38.5K $274M
VONG
Vanguard Russell 1000 Growth E

ETFs
-1.37K
- 20.12%
$92.71 - $107.38 $127K - $147K
5.44K $505M
FOUR
Shift4 Payments, Inc.

Technology
-900
- 18.75%
$81.71 - $125.66 $73.5K - $113K
3.9K $319M
URA
Global X Uranium ETF

ETFs
-3.83K
- 17.54%
$22.92 - $30.98 $87.8K - $119K
18K $413M
MRVL
Marvell Technology, Inc.

Technology
-29
- 0.86%
$61.57 - $126.06 $1.79K - $3.66K
3.35K $206M
SMDV
Proshares Tr Russell 2000 Divi

ETFs
-1.64K
- 16.9%
$64.6 - $69.89 $106K - $114K
8.04K $527M
DVN
Devon Energy Corp

Energy
-5.14K
- 34.12%
$33.15 - $38.55 $170K - $198K
9.92K $371M
AXP
American Express CO

Financial Services
-113
- 3.75%
$255.39 - $325.87 $28.9K - $36.8K
2.9K $781M
MDYG
Spdr S&P 400 Mid Cap Growth Et

ETFs
-281
- 2.39%
$77.91 - $92.26 $21.9K - $25.9K
11.5K $913M
FDBC
Fidelity D & D Bancorp Inc

Financial Services
-1.1K
- 12.45%
$41.61 - $47.59 $45.6K - $52.2K
7.72K $321M
QQQ
Invesco Qqq Trust, Series 1

ETFs
-11
- 0.47%
$468.34 - $539.52 $5.15K - $5.93K
2.34K $1.1B
IEF
Ishares Barclays

ETFs
-1.49K
- 7.43%
$91.17 - $95.39 $135K - $142K
18.5K $1.77B
PLTR
Palantir Technologies Inc.

Technology
-1.55K
- 27.6%
$64.98 - $124.62 $101K - $193K
4.06K $343M
SDY
Spdr Series Tr Spdr S&P Divide

ETFs
-1.24K
- 4.74%
$128.74 - $138.67 $159K - $171K
24.8K $3.37B
ITA
Ishares Tr

ETFs
-624
- 21.58%
$144.84 - $159.5 $90.4K - $99.5K
2.27K $347M
XLK
Technology Sector Spdr

ETFs
-25
- 0.97%
$206.38 - $242.18 $5.16K - $6.05K
2.56K $528M
MA
Mastercard Inc

Financial Services
-150
- 17.63%
$504.67 - $576.31 $75.7K - $86.4K
701 $384M
APD
Air Products & Chemicals, Inc.

Basic Materials
-235
- 18.13%
$283.24 - $338.07 $66.6K - $79.4K
1.06K $313M
PFE
Pfizer Inc

Healthcare
-1.98K
- 19.34%
$25.01 - $27.13 $49.5K - $53.7K
8.25K $209M
ISRG
Intuitive Surgical Inc

Healthcare
-8
- 0.44%
$476.63 - $610.45 $3.81K - $4.88K
1.82K $900M
MDYV
Spdr S&P 400 Mid Cap Value ETF

ETFs
-38
- 0.29%
$75.47 - $84.24 $2.87K - $3.2K
13.2K $1.02B
APPF
Appfolio Inc

Technology
-31
- 2.77%
$206.66 - $260.64 $6.41K - $8.08K
1.09K $239M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
-92
- 1.17%
$57.21 - $65.8 $5.26K - $6.05K
7.78K $454M
LOW
Lowes Companies Inc

Consumer Cyclical
-11
- 0.45%
$222.66 - $268.42 $2.45K - $2.95K
2.41K $562M
LMT
Lockheed Martin Corp

Industrials
-33
- 6.67%
$423.19 - $506.29 $14K - $16.7K
462 $206M
WMT
Walmart Inc.

Consumer Defensive
-215
- 4.18%
$84.5 - $105.05 $18.2K - $22.6K
4.92K $432M
NFLX
Netflix Inc

Communication Services
-38
- 13.33%
$828.4 - $1058.6 $31.5K - $40.2K
247 $230M
IWB
Ishares Tr Russell 1000 ETF

ETFs
-24
- 3.06%
$302.31 - $337.54 $7.26K - $8.1K
761 $233M
MS
Morgan Stanley

Financial Services
-19
- 1.08%
$111.68 - $141.08 $2.12K - $2.68K
1.74K $203M
PFFD
Global X Fds U S Pfd ETF (De)

ETFs
-274
- 1.75%
$19.04 - $20.15 $5.22K - $5.52K
15.4K $293M
SYY
Sysco Corp

Consumer Defensive
-47
- 1.52%
$70.0 - $77.13 $3.29K - $3.63K
3.05K $229M
QCOM
Qualcomm Inc

Technology
-48
- 1.18%
$151.94 - $175.86 $7.29K - $8.44K
4.03K $619M
VFH
Vanguard Financial ETF

ETFs
-97
- 1.99%
$114.07 - $127.34 $11.1K - $12.4K
4.77K $570M
COST
Costco Wholesale Corp

Consumer Defensive
-42
- 3.27%
$890.62 - $1076.86 $37.4K - $45.2K
1.24K $1.17B
Activity Summary
Buys All Purchases 58 New Holdings 11 Increased Positions 47 Sells All Sells 64 Reductions 64 Sold out 0 Options Calls 0 Puts 0
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