RL
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RD Lewis Holdings, Inc.13F | |
RD Lewis Holdings, Inc. | |
Last update 2025-05-06 | 84 Stocks (2 new) |
Value $88.00 Mil | Turnover 4 % |
RD Lewis Holdings, Inc. Top Holdings of 2025-03-31
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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 |
---|---|---|---|---|---|---|---|---|---|---|---|---|
AXON | Axon Enterprise Inc | 8,614 | 5,411.0 | +1.16% | 6.130 | +0.07% | 0.010 | +35.13% | +27.22% | 58,862.2 | Aerospace & Defense | |
WMT | Walmart Inc | 40,384 | 3,988.0 | +0.31% | 4.520 | +0.01% | 0.000 | +2.21% | +5.75% | 758,538.7 | Retail - Defensive | |
AMZN | Amazon.com Inc | 19,168 | 3,641.5 | +2.57% | 4.120 | +0.10% | 0.000 | +31.01% | +3.07% | 2,400,675.8 | Retail - Cyclical | |
AAPL | Apple Inc | 15,824 | 3,249.4 | +3.55% | 3.680 | +0.13% | 0.000 | +7.35% | -15.47% | 3,154,147.7 | Hardware | |
V | Visa Inc | 9,136 | 3,175.8 | +0.66% | 3.600 | +0.02% | 0.000 | +6.07% | +10.81% | 681,869.3 | Credit Services | |
MCD | McDonald's Corp | 9,753 | 3,042.6 | +3.52% | 3.450 | +0.12% | 0.000 | -4.03% | +3.65% | 212,414.8 | Restaurants | |
NFLX | Netflix Inc | 2,542 | 2,940.4 | +4.35% | 3.330 | +0.14% | 0.000 | +24.28% | +35.67% | 514,617.8 | Media - Diversified | |
MSFT | Microsoft Corp | 6,316 | 2,749.2 | +2.20% | 3.110 | +0.07% | 0.000 | +38.94% | +21.47% | 3,790,969.0 | Software | |
BRK.B | Berkshire Hathaway Inc | 4,171 | 2,251.5 | +4.90% | 2.550 | +0.12% | 0.000 | -8.57% | +4.53% | 1,021,993.2 | Insurance | |
NVDA | NVIDIA Corp | 19,447 | 2,226.7 | +5.25% | 2.520 | +0.13% | 0.000 | +69.89% | +28.41% | 4,204,658.7 | Semiconductors |
RD Lewis Holdings, Inc.'s Historical Top Holdings Breakdowns
RD Lewis Holdings, Inc.'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 |
---|---|---|---|---|---|---|---|---|---|---|---|
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 | $56.29 | -5.04% | Sold Out | 0 | -4,322 | |
META | Meta Platforms Inc | 2025-03-31 | Sold Out Sold Out | -0.27% | 576.36 ($645.17) 736.67 | $704.28 | 9.16% | Sold Out | 0 | -347 | |
NKE | Nike Inc | 2025-03-31 | Sold Out Sold Out | -0.25% | 63.29 ($73.61) 81.72 | $72.47 | -1.55% | Sold Out | 0 | -3,288 | |
STZ | Constellation Brands Inc | 2025-03-31 | New Buy New Buy | +0.24% | 161.05 ($181.67) 222.93 | $170.57 | -6.11% | 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 | $136.65 | -19.79% | Sold Out | 0 | -1,043 | |
KO | Coca-Cola Co | 2025-03-31 | New Buy New Buy | +0.23% | 60.81 ($66.78) 72.32 | $69.85 | 4.60% | 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 | $285.87 | 16.87% | Sold Out | 0 | -794 | |
VZ | Verizon Communications Inc | 2025-03-31 | Add Add | +0.16% | 37.81 ($41.63) 46.49 | $40.84 | -1.90% | Add 51.78% | 9,225 | 3,147 | |
COST | Costco Wholesale Corp | 2025-03-31 | Add Add | +0.15% | 890.62 ($974.97) 1076.86 | $950.95 | -2.46% | Add 6.61% | 2,080 | 129 |
RD Lewis Holdings, Inc. Total Holding History ($B)
RD Lewis Holdings, Inc.'s Asset Allocation
RD Lewis Holdings, Inc. Past Portfolios
Portfolio Date | Number of Stocks | New Stocks | Total Value ($Mil) | Q/Q Turnover |
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RD Lewis Holdings, Inc.'s Hypothetical Growth since 2025-03-31
RD Lewis Holdings, Inc.'s Yearly Returns
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RD Lewis Holdings, Inc.'s Holdings Heat Map
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RD Lewis Holdings, Inc.'s Holdings Bubble Chart
RD Lewis Holdings, Inc. News
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