LW

Lyons Wealth Management, LLC.

13F
Lyons Wealth Management, LLC.
Last update 2020-02-14 14 Stocks (0 new)
Value $34.00 Mil Turnover 2 %
Countries:
Top Holdings: AAPL(33.49%)IEF(15.31%)IEI(14.48%)SHY(12.43%)UPS(8.66%)
Summary Stock Picks Current Portfolio
Lyons Wealth Management, LLC. Top Holdings of 2019-12-31 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
AAPL
Apple Inc
155,848
11,441.0
+6.86%
33.490
+2.15%
0.000
+4.80%
-14.28%
3,198,507.1
Hardware
IEF
iShares 7-10 Year Treasury Bond ETF
47,488
5,230.0
-16.38%
15.310
-2.72%
0.030
+1.32%
+4.35%
34,844.8
 
IEI
iShares 3-7 Year Treasury Bond ETF
39,325
4,945.0
-17.37%
14.480
-2.73%
0.050
+1.27%
+4.12%
15,694.1
 
SHY
iShares 1-3 Year Treasury Bond ETF
50,165
4,247.0
-18.32%
12.430
-2.48%
0.020
+0.84%
+2.69%
23,688.1
 
UPS
United Parcel Service Inc
25,285
2,959.0
-13.85%
8.660
-1.27%
0.000
+8.25%
-15.35%
87,669.0
Transportation
MSFT
Microsoft Corp
11,897
1,876.0
0%
5.490
0%
0.000
+35.37%
+20.48%
3,759,901.0
Software
IWM
iShares Russell 2000 ETF
5,086
839.0
-11.04%
2.460
-0.25%
0.000
+19.48%
+3.10%
65,690.6
 
XOM
Exxon Mobil Corp
11,495
802.0
0%
2.350
0%
0.000
+3.33%
+4.06%
473,758.6
Oil & Gas
DIS
The Walt Disney Co
4,646
673.0
+0.39%
1.970
+0.01%
0.000
+41.44%
+10.88%
221,014.9
Media - Diversified
BA
Boeing Co
1,838
598.0
-6.70%
1.750
-0.13%
0.000
+35.68%
+32.14%
176,346.8
Aerospace & Defense

Lyons Wealth Management, LLC.'s Historical Top Holdings Breakdowns

Lyons Wealth Management, LLC. Total Holding History ($B)

To

Lyons Wealth Management, LLC.'s Asset Allocation

To

Lyons Wealth Management, LLC. Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

Top Ranked Articles

  • 1

Lyons Wealth Management, LLC.'s Hypothetical Growth since 2019-12-31

Lyons Wealth Management, LLC.'s Yearly Returns

Year Portfolio % % Excess Gain %

Lyons Wealth Management, LLC.'s Holdings Heat Map

Size field:

Lyons Wealth Management, LLC.'s Holdings Bubble Chart

Lyons Wealth Management, LLC. News

  • 1

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