Lewis Asset Management, LLC 13F Portfolio
| Entity | Category | QoQ AUM Change | AUM (13F) | # of Holdings | Performance Rank | Equities Trend |
|---|---|---|---|---|---|---|
LA Lewis Asset Management, LLC | Institutional Filer | ▼ 0.40% | $244.6M | 199 |
Current Portfolio Holdings
Showing all 199 reported positions by value
| # | Stock | Company Name | Sector | Shares Held | Market Value | % of Portfolio |
|---|---|---|---|---|---|---|
| 1 | NVDA | NVIDIA Corporation | Technology | 85K | $14.9M | 6.09% |
| 2 | AAPL | Apple Inc. | Technology | 55K | $14.0M | 5.74% |
| 3 | SPY | SPDR S&P 500 ETF Trust | — | 17K | $10.7M | 4.39% |
| 4 | AMZN | Amazon.com, Inc. | Consumer Cyclical | 38K | $7.9M | 3.22% |
| 5 | GOOGL | Alphabet Inc. | Technology | 20K | $5.7M | 2.34% |
| 6 | MSFT | Microsoft Corporation | Technology | 14K | $5.3M | 2.18% |
| 7 | META | Meta Platforms, Inc. | Technology | 9K | $5.3M | 2.18% |
| 8 | GOOG | Alphabet Inc. | Technology | 18K | $5.1M | 2.08% |
| 9 | AVGO | Broadcom Inc. | Technology | 14K | $4.4M | 1.81% |
| 10 | VUG | VANGUARD INDEX FDS | — | 10K | $4.4M | 1.80% |
| 11 | SDY | SPDR SERIES TRUST | — | 29K | $4.2M | 1.72% |
| 12 | QXO | QXO, Inc. | Technology | 217K | $4.2M | 1.72% |
| 13 | DIA | SPDR Dow Jones Industrial Average ETF Trust | — | 9K | $3.9M | 1.61% |
| 14 | BRKB | BERKSHIRE HATHAWAY INC DEL | — | 8K | $3.9M | 1.61% |
| 15 | JNJ | Johnson & Johnson | Healthcare | 15K | $3.6M | 1.47% |
Showing 1 to 15 of 199 holdings