LA
| |
Lewis Asset Management, LLC13F | |
| Lewis Asset Management, LLC | |
| Last update 2025-07-14 | 176 Stocks (56 new) |
| Value $213.00 Mil | Turnover 39 % |
Lewis Asset Management, LLC Top Holdings of 2025-06-30
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| Ticker | | Company | Shares | Value ($1000) | Shares Change % | Weighting % | Trade Impact % | % of Shares outstanding | 3M Change % | YTD Change % | Market Cap $Mil | Industry |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
NVDA | NVIDIA Corp | 114,087 | 18,024.6 | +8.47% | 8.480 | +0.66% | 0.000 | +69.89% | +28.41% | 4,204,658.7 | Semiconductors | |
AAPL | Apple Inc | 52,145 | 10,698.6 | +32.95% | 5.030 | +1.25% | 0.000 | +7.35% | -15.47% | 3,154,147.7 | Hardware | |
SPY | SPDR S&P 500 ETF Trust | 12,810 | 7,914.7 | New Holding | 3.720 | +3.72% | 0.000 | +19.57% | +7.72% | 643,289.7 | ||
AMZN | Amazon.com Inc | 36,064 | 7,912.2 | +39.04% | 3.720 | +1.04% | 0.000 | +31.01% | +3.07% | 2,400,675.8 | Retail - Cyclical | |
MSFT | Microsoft Corp | 14,145 | 7,035.9 | +40.13% | 3.310 | +0.95% | 0.000 | +38.94% | +21.47% | 3,790,969.0 | Software | |
META | Meta Platforms Inc | 8,769 | 6,472.5 | -7.08% | 3.040 | -0.32% | 0.000 | +40.55% | +20.48% | 1,770,790.4 | Interactive Media | |
ORCL | Oracle Corp | 19,409 | 4,243.4 | +161.65% | 2.000 | +1.24% | 0.000 | +91.24% | +48.50% | 689,428.1 | Software | |
VUG | Vanguard Growth ETF | 9,641 | 4,226.7 | New Holding | 1.990 | +1.99% | 0.000 | +27.48% | +9.52% | 167,127.0 | ||
BRK.B | Berkshire Hathaway Inc | 8,118 | 3,943.5 | +11.18% | 1.850 | +0.19% | 0.000 | -8.57% | +4.53% | 1,022,296.6 | Insurance | |
SDY | SPDR Dividend ETF | 27,933 | 3,791.3 | +12.55% | 1.780 | +0.20% | 0.020 | +7.85% | +6.32% | 20,336.1 |
Lewis Asset Management, LLC's Historical Top Holdings Breakdowns
Lewis Asset Management, LLC's Top Stock Picks
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| Ticker | | Company | Date | Action | Impact % | Price Range | Price | Price Change from Avrg% | Comment | Current Shares | Share Change |
|---|---|---|---|---|---|---|---|---|---|---|---|
SPY | SPDR S&P 500 ETF Trust | 2025-06-30 | New Buy New Buy | +3.72% | 496.48 ($571.44) 617.85 | $627.58 | 9.82% | New holding | 12,810 | 12,810 | |
VUG | Vanguard Growth ETF | 2025-06-30 | New Buy New Buy | +1.99% | 329.49 ($394.63) 438.4 | $448.39 | 13.62% | New holding | 9,641 | 9,641 | |
DIA |
SPDR Dow Jones Industrial Average ETF
SPDR Dow Jones Industrial Average ETF
| 2025-06-30 | New Buy New Buy | +1.69% | 376.48 ($415.03) 440.65 | $443.26 | 6.80% | New holding | 8,155 | 8,155 | |
AAPL | Apple Inc | 2025-06-30 | Add Add | +1.25% | 172.42 ($202.27) 223.89 | $211.18 | 4.41% | Add 32.95% | 52,145 | 12,923 | |
ORCL | Oracle Corp | 2025-06-30 | Add Add | +1.24% | 122.82 ($161.13) 218.63 | $245.45 | 52.33% | Add 161.65% | 19,409 | 11,991 | |
QXO | QXO Inc | 2025-06-30 | Add Add | +1.16% | 12.2 ($16.37) 24.12 | $21.63 | 32.13% | Add 886.28% | 127,230 | 114,330 | |
AMZN | Amazon.com Inc | 2025-06-30 | Add Add | +1.04% | 167.32 ($197.77) 223.3 | $226.13 | 14.34% | Add 39.04% | 36,064 | 10,126 | |
MSFT | Microsoft Corp | 2025-06-30 | Add Add | +0.95% | 354.56 ($433.34) 497.45 | $510.05 | 17.70% | Add 40.13% | 14,145 | 4,051 | |
WMT | Walmart Inc | 2025-06-30 | Add Add | +0.95% | 81.79 ($95.16) 99.98 | $95.05 | -0.12% | Add 421.29% | 25,663 | 20,740 | |
ABT | Abbott Laboratories | 2025-06-30 | Add Add | +0.85% | 123.95 ($131.88) 138.08 | $123.67 | -6.23% | Add 500.75% | 15,968 | 13,310 |
Lewis Asset Management, LLC Total Holding History ($B)
Lewis Asset Management, LLC's Asset Allocation
Lewis Asset Management, LLC Past Portfolios
| Portfolio Date | Number of Stocks | New Stocks | Total Value ($Mil) | Q/Q Turnover |
|---|---|---|---|---|
Top Ranked Articles
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Lewis Asset Management, LLC's Hypothetical Growth since 2025-06-30
Lewis Asset Management, LLC's Yearly Returns
| Year | Portfolio % | % | Excess Gain % |
|---|
Lewis Asset Management, LLC's Holdings Heat Map
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Lewis Asset Management, LLC's Holdings Bubble Chart
Lewis Asset Management, LLC News
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