Lyons Wealth Management

Lyons Wealth Management as of Dec. 31, 2013

Portfolio Holdings for Lyons Wealth Management

Lyons Wealth Management holds 57 positions in its portfolio as reported in the December 2013 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
iShares S&P 500 Index (IVV) 16.4 $11M 59k 185.69
iShares S&P MidCap 400 Index (IJH) 16.4 $11M 81k 133.83
ProShares Ultra S&P500 (SSO) 9.6 $6.4M 62k 102.50
ProShares Ultra MidCap400 (MVV) 9.5 $6.3M 49k 126.83
Microsoft Corporation (MSFT) 6.5 $4.3M 115k 37.41
Qualcomm (QCOM) 4.8 $3.2M 43k 74.00
Occidental Petroleum Corporation (OXY) 2.3 $1.5M 16k 95.09
Exxon Mobil Corporation (XOM) 2.1 $1.4M 14k 101.15
NetApp (NTAP) 1.8 $1.2M 29k 41.14
Bank of America Corporation (BAC) 1.5 $989k 64k 15.57
Altria (MO) 1.3 $855k 22k 38.33
Ca 1.2 $780k 21k 37.50
Marathon Petroleum Corp (MPC) 1.1 $698k 7.6k 91.89
Western Digital (WDC) 1.0 $648k 7.7k 84.02
Pfizer (PFE) 1.0 $639k 21k 30.64
Energy Select Sector SPDR (XLE) 0.9 $624k 7.0k 88.89
Eli Lilly & Co. (LLY) 0.9 $617k 12k 50.90
Northrop Grumman Corporation (NOC) 0.9 $599k 5.2k 114.27
Raytheon Company 0.9 $595k 6.6k 90.58
Hollyfrontier Corp 0.9 $598k 12k 49.64
Energizer Holdings 0.9 $589k 5.4k 108.31
Omni (OMC) 0.9 $588k 7.9k 74.14
L-3 Communications Holdings 0.9 $581k 5.4k 106.70
Hasbro (HAS) 0.9 $573k 10k 54.91
Gannett 0.9 $567k 19k 29.51
Lorillard 0.9 $568k 11k 50.66
Rockwell Automation (ROK) 0.9 $568k 4.8k 118.14
International Business Machines (IBM) 0.8 $560k 3.0k 188.43
iShares S&P 500 Growth Index (IVW) 0.8 $555k 6.1k 91.60
Coach 0.8 $544k 9.7k 56.32
H&R Block (HRB) 0.8 $545k 19k 29.13
Genuine Parts Company (GPC) 0.8 $538k 6.4k 83.45
General Mills (GIS) 0.8 $525k 11k 49.98
Maxim Integrated Products 0.7 $492k 18k 27.86
AmerisourceBergen (COR) 0.7 $433k 6.2k 70.36
Verizon Communications (VZ) 0.6 $415k 8.4k 49.23
Energy Transfer Equity (ET) 0.6 $402k 7.0k 57.30
iShares MSCI Emerging Markets Indx (EEM) 0.6 $362k 8.6k 42.04
Pimco Income Strategy Fund II (PFN) 0.5 $360k 36k 10.05
Waste Management (WM) 0.5 $337k 7.5k 44.81
Arena Pharmaceuticals 0.5 $334k 57k 5.88
iShares Russell 2000 Index (IWM) 0.4 $275k 2.0k 135.47
iShares Russell 2000 Value Index (IWN) 0.4 $276k 2.8k 99.39
Sunedison 0.4 $277k 21k 13.04
iShares FTSE/Xinhua China 25 Index (FXI) 0.4 $258k 6.7k 38.33
iShares Lehman 1-3 Year Treas.Bond (SHY) 0.4 $238k 2.8k 84.64
Royal Dutch Shell 0.3 $219k 2.9k 75.26
BLACKROCK INTL GRWTH & INC T COM Bene Inter (BGY) 0.2 $167k 21k 8.01
Pengrowth Energy Corp 0.2 $112k 18k 6.25
BioCryst Pharmaceuticals (BCRX) 0.1 $84k 11k 7.64
AVANIR Pharmaceuticals 0.1 $86k 25k 3.39
Apple (AAPL) 0.1 $45k 84k 0.54
Abbvie (ABBV) 0.0 $17k 19k 0.88
Penn West Energy Trust 0.0 $8.1k 21k 0.38
United Parcel Service (UPS) 0.0 $0 323k 0.00
Linn Energy 0.0 $1.7k 21k 0.08
Cliffs Natural Resources 0.0 $1.3k 25k 0.05