RL

RD Lewis Holdings, Inc.

13F
RD Lewis Holdings, Inc.
Last update 2025-05-06 84 Stocks (2 new)
Value $88.00 Mil Turnover 4 %
Countries:
Top Holdings: AXON(6.13%)WMT(4.52%)AMZN(4.12%)AAPL(3.68%)V(3.60%)
Summary Stock Picks Current Portfolio
RD Lewis Holdings, Inc. Top Holdings of 2025-03-31 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
AXON
Axon Enterprise Inc
8,614
5,411.0
+1.16%
6.130
+0.07%
0.010
+38.68%
+26.46%
58,508.8
Aerospace & Defense
WMT
Walmart Inc
40,384
3,988.0
+0.31%
4.520
+0.01%
0.000
+3.78%
+6.44%
763,486.6
Retail - Defensive
AMZN
Amazon.com Inc
19,168
3,641.5
+2.57%
4.120
+0.10%
0.000
+37.04%
+4.52%
2,434,329.6
Retail - Cyclical
AAPL
Apple Inc
15,824
3,249.4
+3.55%
3.680
+0.13%
0.000
+10.15%
-14.95%
3,173,564.3
Hardware
V
Visa Inc
9,136
3,175.8
+0.66%
3.600
+0.02%
0.000
+9.82%
+11.41%
685,561.4
Credit Services
MCD
McDonald's Corp
9,753
3,042.6
+3.52%
3.450
+0.12%
0.000
-3.66%
+3.19%
211,463.8
Restaurants
NFLX
Netflix Inc
2,542
2,940.4
+4.35%
3.330
+0.14%
0.000
+24.84%
+38.36%
524,048.9
Media - Diversified
MSFT
Microsoft Corp
6,316
2,749.2
+2.20%
3.110
+0.07%
0.000
+42.29%
+21.48%
3,791,043.3
Software
BRK.B
Berkshire Hathaway Inc
4,171
2,251.5
+4.90%
2.550
+0.12%
0.000
-6.41%
+4.66%
1,023,127.5
Insurance
NVDA
NVIDIA Corp
19,447
2,226.7
+5.25%
2.520
+0.13%
0.000
+76.86%
+27.64%
4,179,539.5
Semiconductors

RD Lewis Holdings, Inc.'s Historical Top Holdings Breakdowns

RD Lewis Holdings, Inc.'s Top Stock Picks View Full List
Ticker
Company
Date
Action
Impact %
Price Range
Price
Price Change from Avrg%
Comment
Current Shares
Share Change
BECN Unlock Delisted
Beacon Roofing Supply Inc
2025-03-31
Sold Out
Sold Out
-1.54%
●
100.48 ($116.47) 123.86
$124.17
6.61%
Sold Out
0
-11,664
DAL
Delta Air Lines Inc
2025-03-31
Sold Out
Sold Out
-0.32%
●
43.6 ($59.28) 69.06
$56.04
-5.47%
Sold Out
0
-4,322
META
Meta Platforms Inc
2025-03-31
Sold Out
Sold Out
-0.27%
●
576.36 ($645.17) 736.67
$712.97
10.51%
Sold Out
0
-347
NKE
Nike Inc
2025-03-31
Sold Out
Sold Out
-0.25%
●
63.29 ($73.61) 81.72
$74.02
0.56%
Sold Out
0
-3,288
STZ
Constellation Brands Inc
2025-03-31
New Buy
New Buy
+0.24%
●
161.05 ($181.67) 222.93
$167.95
-7.55%
New holding
1,151
1,151
HRI
Herc Holdings Inc
2025-03-31
Sold Out
Sold Out
-0.24%
●
122.25 ($170.37) 211.06
$126.30
-25.87%
Sold Out
0
-1,043
KO
Coca-Cola Co
2025-03-31
New Buy
New Buy
+0.23%
●
60.81 ($66.78) 72.32
$70.07
4.93%
New holding
2,885
2,885
IBM
International Business Machines Corp
International Business Machines Corp
2025-03-31
Sold Out
Sold Out
-0.22%
●
217.4 ($244.61) 264.74
$284.71
16.39%
Sold Out
0
-794
VZ
Verizon Communications Inc
2025-03-31
Add
Add
+0.16%
●
37.81 ($41.63) 46.49
$42.49
2.07%
Add 51.78%
9,225
3,147
COST
Costco Wholesale Corp
2025-03-31
Add
Add
+0.15%
●
890.62 ($974.97) 1076.86
$947.56
-2.81%
Add 6.61%
2,080
129

RD Lewis Holdings, Inc. Total Holding History ($B)

To

RD Lewis Holdings, Inc.'s Asset Allocation

To

RD Lewis Holdings, Inc. Past Portfolios

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

Top Ranked Articles

  • 1

RD Lewis Holdings, Inc.'s Hypothetical Growth since 2025-03-31

RD Lewis Holdings, Inc.'s Yearly Returns

Year Portfolio % % Excess Gain %

RD Lewis Holdings, Inc.'s Holdings Heat Map

Size field:

RD Lewis Holdings, Inc.'s Holdings Bubble Chart

RD Lewis Holdings, Inc. News

  • 1

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