Ls Investment Advisors, LLC has filed its 13F form on October 31, 2024 for Q3 2024 where it was disclosed a total value porftolio of $656 Million distributed in 139 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Apple Inc. with a value of $76M, Microsoft Corp with a value of $36.3M, Alphabet Inc. with a value of $26.8M, Home Depot, Inc. with a value of $23.7M, and Visa Inc. with a value of $19.8M.

Examining the 13F form we can see an increase of $30M in the current position value, from $626M to 656M.

Below you can find more details about Ls Investment Advisors, LLC portfolio as well as his latest detailed transactions.

Portfolio value $656 Million
Technology: $169 Million
Financial Services: $93.9 Million
Industrials: $88 Million
ETFs: $77.2 Million
Communication Services: $54.1 Million
Healthcare: $43.6 Million
Consumer Defensive: $41 Million
Consumer Cyclical: $40 Million
Other: $49.1 Million

Stock Holdings Table Market Cap. of $50 Millions to $300 Millions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 139
  • Current Value $656 Million
  • Prior Value $626 Million
  • Filing
  • Period Q3 2024
  • Filing Date October 31, 2024
  • Form Type 13F-HR
  • Activity in Q3 2024
  • New Purchases 6 stocks
  • Additional Purchases 33 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 54 stocks
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