Lewis Asset Management
Latest statistics and disclosures from Lewis Asset Management's latest quarterly 13F-HR filing:
- Top 5 stock holdings are NVDA, AAPL, SPY, AMZN, GOOGL, and represent 21.40% of Lewis Asset Management's stock portfolio.
- Added to shares of these 10 stocks: VUG, MU, COF, CAT, MRVL, ABBV, HPE, HON, HONA, MP.
- Started 30 new stock positions in SPYG, HYGV, SNDK, MRVL, ONTO, VFLO, HPE, IWF, HONA, COF.
- Reduced shares in these 10 stocks: UBER, Honeywell International, OKE, PANW, CRWD, TOST, RITM, NVDA, GLW, AMD.
- Sold out of its positions in BINC, BSX, GLW, DIS, Honeywell International, LYFT, OKE, TSCO, UBER, VWO.
- Lewis Asset Management was a net buyer of stock by $16M.
- Lewis Asset Management has $286M in assets under management (AUM), dropping by 16.71%.
- Central Index Key (CIK): 0002004520
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Portfolio Holdings for Lewis Asset Management
Lewis Asset Management holds 219 positions in its portfolio as reported in the June 2026 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| NVIDIA Corporation (NVDA) | 5.8 | $17M | -2% | 83k | 200.09 |
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| Apple (AAPL) | 5.6 | $16M | 55k | 289.36 |
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| State Str Spdr S&p 500 Etf T Tr Unit (SPY) | 4.3 | $12M | 17k | 746.76 |
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| Amazon (AMZN) | 3.2 | $9.1M | 38k | 238.34 |
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| Alphabet Cap Stk Cl A (GOOGL) | 2.4 | $6.9M | -2% | 19k | 357.38 |
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| Alphabet Cap Stk Cl C (GOOG) | 2.2 | $6.2M | 18k | 353.33 |
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| Microsoft Corporation (MSFT) | 1.9 | $5.5M | +3% | 15k | 373.02 |
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| Broadcom (AVGO) | 1.9 | $5.4M | 14k | 377.74 |
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| Meta Platforms Cl A (META) | 1.9 | $5.3M | 9.4k | 563.28 |
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| Vanguard Index Fds Growth Etf (VUG) | 1.8 | $5.2M | +499% | 61k | 86.14 |
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| Advanced Micro Devices (AMD) | 1.7 | $4.8M | -7% | 8.2k | 580.89 |
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| Spdr Series Trust St Str Sp Div (SDY) | 1.6 | $4.5M | 29k | 152.18 |
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| State Str Spdr Dow Jones Ind Ut Ser 1 (DIA) | 1.6 | $4.5M | 8.5k | 522.39 |
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| Abbvie (ABBV) | 1.4 | $4.1M | +19% | 16k | 251.64 |
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| Qxo Com New (QXO) | 1.4 | $4.0M | +6% | 231k | 17.28 |
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| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 1.4 | $4.0M | -2% | 8.0k | 500.39 |
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| Johnson & Johnson (JNJ) | 1.3 | $3.7M | 15k | 253.97 |
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| Crowdstrike Hldgs Cl A (CRWD) | 1.3 | $3.7M | -16% | 4.9k | 763.14 |
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| J P Morgan Exchange Traded F Equity Premium (JEPI) | 1.2 | $3.5M | +6% | 62k | 56.48 |
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| Eli Lilly & Co. (LLY) | 1.1 | $3.2M | 2.7k | 1199.23 |
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| Costco Wholesale Corporation (COST) | 1.1 | $3.2M | +2% | 3.4k | 935.36 |
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| Wal-Mart Stores (WMT) | 1.1 | $3.2M | +3% | 28k | 113.26 |
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| Angel Oak Funds Trust Oak Ultrashort (UYLD) | 1.1 | $3.2M | +2% | 62k | 51.01 |
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| Cisco Systems (CSCO) | 1.1 | $3.1M | +14% | 26k | 117.46 |
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| Ishares Tr Core S&p Scp Etf (IJR) | 1.1 | $3.1M | 21k | 148.31 |
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| Invesco Qqq Tr Unit Ser 1 (QQQ) | 1.0 | $2.9M | +4% | 4.0k | 736.35 |
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| Micron Technology (MU) | 1.0 | $2.8M | +209% | 2.4k | 1154.31 |
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| Oracle Corporation (ORCL) | 1.0 | $2.8M | 19k | 146.55 |
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| Viking Therapeutics (VKTX) | 0.9 | $2.6M | +4% | 67k | 39.01 |
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| State Str Spdr S&p Midcap 40 Utser1 S&pdcrp (MDY) | 0.9 | $2.6M | 3.7k | 703.34 |
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| Goldman Sachs (GS) | 0.9 | $2.5M | +3% | 2.5k | 1011.31 |
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| Procter & Gamble Company (PG) | 0.8 | $2.2M | +3% | 15k | 146.64 |
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| Chevron Corporation (CVX) | 0.7 | $2.1M | +4% | 13k | 165.76 |
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| Ishares Tr U.s. Tech Etf (IYW) | 0.7 | $2.1M | 8.3k | 252.23 |
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| Angel Oak Funds Trust Income Etf (CARY) | 0.7 | $2.1M | +2% | 99k | 20.78 |
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| Ishares Tr Rus 2000 Grw Etf (IWO) | 0.7 | $1.9M | -6% | 4.8k | 393.98 |
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| Capital One Financial (COF) | 0.7 | $1.9M | NEW | 9.3k | 200.62 |
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| Visa Com Cl A (V) | 0.6 | $1.8M | +11% | 5.3k | 343.06 |
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| Applied Materials (AMAT) | 0.6 | $1.8M | -2% | 2.5k | 722.96 |
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| UnitedHealth (UNH) | 0.6 | $1.7M | -6% | 4.0k | 415.63 |
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| Lam Research Corp Com New (LRCX) | 0.6 | $1.7M | -6% | 3.8k | 433.28 |
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| Abbott Laboratories (ABT) | 0.6 | $1.7M | +8% | 18k | 90.74 |
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| Rithm Capital Corp Com New (RITM) | 0.6 | $1.6M | -24% | 175k | 9.39 |
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| Exxon Mobil Corporation (XOM) | 0.6 | $1.6M | 12k | 136.72 |
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| Caterpillar (CAT) | 0.6 | $1.6M | +376% | 1.5k | 1065.13 |
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| Valero Energy Corporation (VLO) | 0.5 | $1.5M | 5.9k | 260.42 |
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| McDonald's Corporation (MCD) | 0.5 | $1.5M | 5.7k | 270.32 |
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| Pacer Fds Tr Us Cash Cows 100 (COWZ) | 0.5 | $1.5M | +8% | 25k | 62.20 |
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| Cheniere Energy Com New (LNG) | 0.5 | $1.4M | -3% | 6.1k | 239.01 |
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| Tesla Motors (TSLA) | 0.5 | $1.4M | 3.4k | 420.60 |
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| Schwab Strategic Tr Intl Eqty Etf (SCHF) | 0.5 | $1.4M | -6% | 50k | 27.70 |
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| Select Sector Spdr Tr St Str Techn Etf (XLK) | 0.5 | $1.4M | 7.2k | 190.53 |
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| Coca-Cola Company (KO) | 0.5 | $1.4M | 17k | 81.27 |
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| American Express Company (AXP) | 0.5 | $1.4M | +29% | 4.0k | 338.24 |
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| J P Morgan Exchange Traded F Nasdaq Eqt Prem (JEPQ) | 0.5 | $1.4M | +22% | 22k | 61.46 |
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| Neos Etf Trust Neos S&p 500 Hi (SPYI) | 0.5 | $1.3M | 25k | 53.09 |
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| Amgen (AMGN) | 0.5 | $1.3M | +7% | 3.6k | 362.14 |
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| Ross Stores (ROST) | 0.5 | $1.3M | 6.2k | 212.85 |
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| JPMorgan Chase & Co. (JPM) | 0.5 | $1.3M | +6% | 4.0k | 327.33 |
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| Global X Fds Global X Uranium (URA) | 0.4 | $1.3M | 29k | 43.70 |
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| Ge Vernova (GEV) | 0.4 | $1.3M | +16% | 1.1k | 1174.86 |
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| Marvell Technology (MRVL) | 0.4 | $1.3M | NEW | 4.2k | 297.86 |
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| Spdr Series Trust ST STR SP400GRW (MDYG) | 0.4 | $1.2M | 11k | 112.09 |
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| Raytheon Technologies Corp (RTX) | 0.4 | $1.2M | -3% | 6.3k | 189.72 |
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| Philip Morris International (PM) | 0.4 | $1.2M | 6.4k | 180.91 |
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| Spdr Series Trust St Str Sp400val (MDYV) | 0.4 | $1.1M | 12k | 94.85 |
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| Ishares Tr 7-10 Yr Trsy Bd (IEF) | 0.4 | $1.1M | -4% | 11k | 94.57 |
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| Vaneck Etf Trust Semiconductr Etf (SMH) | 0.4 | $1.1M | 1.6k | 655.98 |
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| Palo Alto Networks (PANW) | 0.3 | $964k | -48% | 2.8k | 341.01 |
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| TJX Companies (TJX) | 0.3 | $933k | +7% | 6.2k | 151.50 |
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| Ares Capital Corporation (ARCC) | 0.3 | $931k | +88% | 50k | 18.53 |
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| Crinetics Pharmaceuticals In (CRNX) | 0.3 | $910k | -6% | 24k | 37.42 |
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| W.W. Grainger (GWW) | 0.3 | $898k | -5% | 660.00 | 1360.40 |
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| Altria (MO) | 0.3 | $894k | 12k | 71.95 |
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| Home Depot (HD) | 0.3 | $891k | +10% | 2.5k | 352.70 |
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| Verizon Communications (VZ) | 0.3 | $856k | 20k | 42.34 |
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| Monro Muffler Brake (MNRO) | 0.3 | $853k | +4% | 50k | 17.11 |
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| Enbridge (ENB) | 0.3 | $831k | +4% | 15k | 54.21 |
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| Ishares Tr Us Infrastruc (IFRA) | 0.3 | $823k | +5% | 13k | 63.04 |
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| Amphenol Corp Cl A (APH) | 0.3 | $817k | +33% | 4.6k | 176.30 |
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| Republic Services (RSG) | 0.3 | $807k | +3% | 3.8k | 213.08 |
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| Automatic Data Processing (ADP) | 0.3 | $798k | -2% | 3.6k | 223.94 |
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| McKesson Corporation (MCK) | 0.3 | $786k | 1.0k | 755.60 |
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| Blackstone Group Inc Com Cl A (BX) | 0.3 | $781k | -3% | 6.6k | 117.67 |
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| Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) | 0.3 | $773k | +77% | 3.6k | 212.79 |
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| Qualcomm (QCOM) | 0.3 | $770k | -8% | 4.2k | 184.79 |
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| Ishares Tr Core S&p500 Etf (IVV) | 0.3 | $765k | +41% | 1.0k | 748.92 |
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| International Business Machines (IBM) | 0.3 | $763k | +8% | 2.7k | 281.25 |
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| Bank of America Corporation (BAC) | 0.3 | $719k | 13k | 56.98 |
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| Ishares Tr Ishs 5-10yr Invt (IGIB) | 0.3 | $714k | +12% | 13k | 53.17 |
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| Vanguard World Financials Etf (VFH) | 0.2 | $709k | 5.4k | 131.61 |
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| Lowe's Companies (LOW) | 0.2 | $698k | +2% | 3.2k | 220.51 |
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| Waste Management (WM) | 0.2 | $696k | 3.1k | 222.91 |
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| Bristol Myers Squibb (BMY) | 0.2 | $691k | +3% | 12k | 57.62 |
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| Pacer Fds Tr Developed Mrkt (ICOW) | 0.2 | $686k | +4% | 17k | 41.63 |
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| Servicenow (NOW) | 0.2 | $679k | +234% | 6.8k | 99.28 |
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| Ge Aerospace Com New (GE) | 0.2 | $678k | +19% | 1.8k | 373.65 |
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| Kimberly-Clark Corporation (KMB) | 0.2 | $670k | +6% | 6.1k | 109.77 |
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| Emerson Electric (EMR) | 0.2 | $668k | 4.7k | 143.15 |
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| Proshares Tr S&p 500 Dv Arist (NOBL) | 0.2 | $646k | +100% | 12k | 56.16 |
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| Vanguard Scottsdale Fds Vng Rus1000grw (VONG) | 0.2 | $633k | 5.0k | 127.81 |
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| Ishares Tr Iboxx Inv Cp Etf (LQD) | 0.2 | $625k | 5.7k | 109.08 |
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| Morgan Stanley Com New (MS) | 0.2 | $619k | +28% | 3.0k | 209.01 |
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| Ishares Tr Core S&p Mcp Etf (IJH) | 0.2 | $611k | 7.9k | 77.11 |
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| Ishares Tr Ishs 1-5yr Invs (IGSB) | 0.2 | $584k | 11k | 52.41 |
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| Select Sector Spdr Tr St Str Energ Etf (XLE) | 0.2 | $582k | 11k | 53.11 |
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| Versant Media Group Com Cl A (VSNT) | 0.2 | $582k | -5% | 16k | 36.01 |
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| United Parcel Svcs CL B (UPS) | 0.2 | $580k | +30% | 5.4k | 107.50 |
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| Netflix (NFLX) | 0.2 | $577k | 8.1k | 71.40 |
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| Select Sector Spdr Tr St Str Indl Etf (XLI) | 0.2 | $577k | 3.1k | 185.23 |
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| Hewlett Packard Enterprise (HPE) | 0.2 | $569k | NEW | 13k | 45.11 |
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| Invesco Exch Traded Fd Tr Ii Sr Ln Etf (BKLN) | 0.2 | $567k | +6% | 28k | 20.37 |
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| Pimco Dynamic Income SHS (PDI) | 0.2 | $557k | -31% | 33k | 16.70 |
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| Ishares Tr Us Aer Def Etf (ITA) | 0.2 | $552k | 2.3k | 242.45 |
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| Intuitive Surgical Com New (ISRG) | 0.2 | $546k | 1.4k | 397.68 |
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| M&T Bank Corporation (MTB) | 0.2 | $533k | 2.2k | 238.05 |
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| EQT Corporation (EQT) | 0.2 | $532k | 10k | 53.17 |
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| Honeywell International (HON) | 0.2 | $530k | NEW | 2.4k | 223.90 |
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| Quanta Services (PWR) | 0.2 | $529k | +6% | 734.00 | 720.04 |
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| Wheaton Precious Metals Corp (WPM) | 0.2 | $529k | 4.7k | 112.32 |
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| Honeywell Aerospace (HONA) | 0.2 | $524k | NEW | 2.4k | 221.08 |
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| Mastercard Incorporated Cl A (MA) | 0.2 | $519k | +5% | 1.0k | 513.68 |
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| Manulife Finl Corp (MFC) | 0.2 | $517k | +17% | 13k | 40.51 |
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| Ishares Tr Msci Eafe Etf (EFA) | 0.2 | $516k | +6% | 5.0k | 103.89 |
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| Mp Materials Corp Com Cl A (MP) | 0.2 | $504k | NEW | 9.0k | 56.01 |
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| Proshares Tr Russ 2000 Divd (SMDV) | 0.2 | $500k | 6.5k | 77.03 |
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| Innovator Etfs Trust Us Eqty Bufr Jan (BJAN) | 0.2 | $491k | 8.3k | 58.87 |
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| Dimensional Etf Trust Intl Core Eqt Mk (DFAI) | 0.2 | $487k | +6% | 12k | 41.25 |
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| Teradyne (TER) | 0.2 | $484k | 1.0k | 483.84 |
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| Pepsi (PEP) | 0.2 | $483k | 3.6k | 135.42 |
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| Ishares Tr 20 Yr Tr Bd Etf (TLT) | 0.2 | $467k | 5.4k | 86.42 |
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| AFLAC Incorporated (AFL) | 0.2 | $466k | 4.0k | 117.26 |
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| Doubleline Etf Trust Commo Strat Etf (DCMT) | 0.2 | $454k | +2% | 15k | 30.90 |
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| Innovator Etfs Trust Us Eqty Buf Sep (BSEP) | 0.2 | $450k | 8.5k | 52.73 |
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| salesforce (CRM) | 0.2 | $448k | -20% | 2.9k | 156.65 |
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| Ishares Tr Us Sml Cap Eqt (SMLF) | 0.2 | $437k | +5% | 4.9k | 89.13 |
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| Pfizer (PFE) | 0.2 | $432k | 18k | 24.08 |
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| Cincinnati Financial Corporation (CINF) | 0.1 | $424k | 2.3k | 185.15 |
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| J P Morgan Exchange Traded F Jpmorgan Intl Vl (JIVE) | 0.1 | $423k | 4.6k | 91.95 |
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| O'reilly Automotive (ORLY) | 0.1 | $421k | +24% | 4.6k | 92.09 |
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| Sofi Technologies (SOFI) | 0.1 | $412k | NEW | 23k | 17.93 |
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| Spdr Gold Tr Gold Shs (GLD) | 0.1 | $410k | 1.1k | 368.38 |
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| Marathon Petroleum Corp (MPC) | 0.1 | $407k | -23% | 1.6k | 255.67 |
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| Ishares Tr S&p Mc 400vl Etf (IJJ) | 0.1 | $406k | 2.8k | 147.73 |
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| Builders FirstSource (BLDR) | 0.1 | $405k | -21% | 4.5k | 89.48 |
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| Sherwin-Williams Company (SHW) | 0.1 | $405k | +49% | 1.2k | 344.46 |
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| Fidelity D + D Bncrp (FDBC) | 0.1 | $402k | 7.8k | 51.42 |
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| Progressive Corporation (PGR) | 0.1 | $400k | 1.8k | 218.44 |
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| J P Morgan Exchange Traded F Hedg Equ Lad Etf (HELO) | 0.1 | $399k | 5.9k | 67.59 |
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| Ishares Tr Core Us Aggbd Et (AGG) | 0.1 | $393k | +2% | 4.0k | 98.98 |
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| Deere & Company (DE) | 0.1 | $389k | +38% | 614.00 | 634.22 |
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| Select Sector Spdr Tr St Str Finl Etf (XLF) | 0.1 | $388k | 7.2k | 53.61 |
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| Target Corporation (TGT) | 0.1 | $380k | +6% | 2.9k | 130.62 |
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| AvalonBay Communities (AVB) | 0.1 | $369k | 2.0k | 188.69 |
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| Wells Fargo & Company (WFC) | 0.1 | $367k | 4.4k | 82.64 |
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| Blackrock (BLK) | 0.1 | $366k | 380.00 | 961.74 |
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| Ishares Tr Msci India Etf (INDA) | 0.1 | $363k | -12% | 7.3k | 49.39 |
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| Union Pacific Corporation (UNP) | 0.1 | $355k | +47% | 1.3k | 272.09 |
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| Digital Realty Trust (DLR) | 0.1 | $352k | 2.0k | 179.62 |
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| Parker-Hannifin Corporation (PH) | 0.1 | $344k | NEW | 352.00 | 978.12 |
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| Texas Instruments Incorporated (TXN) | 0.1 | $341k | 1.1k | 298.19 |
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| American Tower Reit (AMT) | 0.1 | $336k | +15% | 2.1k | 163.57 |
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| Linde SHS (LIN) | 0.1 | $333k | NEW | 641.00 | 518.95 |
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| ConocoPhillips (COP) | 0.1 | $332k | -10% | 3.2k | 103.96 |
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| Vanguard Whitehall Fds Intl High Etf (VYMI) | 0.1 | $327k | 3.3k | 98.20 |
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| Lockheed Martin Corporation (LMT) | 0.1 | $326k | +8% | 639.00 | 509.44 |
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| Spdr Series Trust St Str Dow Reit (RWR) | 0.1 | $325k | +4% | 2.9k | 112.96 |
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| Sandisk Corp (SNDK) | 0.1 | $324k | NEW | 143.00 | 2265.97 |
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| Innovator Etfs Trust Us Eqty Bufr Jul (BJUL) | 0.1 | $314k | 5.8k | 54.31 |
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| Schwab Strategic Tr Us Dividend Eq (SCHD) | 0.1 | $314k | +16% | 9.9k | 31.71 |
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| Ishares Tr Rus 1000 Etf (IWB) | 0.1 | $314k | 766.00 | 409.51 |
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| Intellia Therapeutics (NTLA) | 0.1 | $309k | -7% | 18k | 16.92 |
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| Flexshares Tr Mornstar Upstr (GUNR) | 0.1 | $305k | +4% | 6.2k | 49.28 |
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| Angel Oak Funds Trust High Yie Opp Etf (AOHY) | 0.1 | $304k | +5% | 28k | 11.01 |
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| Charles Schwab Corporation (SCHW) | 0.1 | $301k | NEW | 3.3k | 92.27 |
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| Oklo Com Cl A (OKLO) | 0.1 | $294k | NEW | 5.6k | 52.33 |
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| Eaton Corp SHS (ETN) | 0.1 | $288k | NEW | 676.00 | 426.12 |
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| Ishares Tr Rus Md Cp Gr Etf (IWP) | 0.1 | $287k | -2% | 2.0k | 146.41 |
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| Danaher Corporation (DHR) | 0.1 | $286k | 1.5k | 190.48 |
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| Old Dominion Freight Line (ODFL) | 0.1 | $279k | +11% | 1.3k | 216.62 |
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| Brown & Brown (BRO) | 0.1 | $276k | NEW | 4.3k | 64.15 |
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| Stryker Corporation (SYK) | 0.1 | $274k | -28% | 869.00 | 314.98 |
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| Illinois Tool Works (ITW) | 0.1 | $269k | NEW | 995.00 | 270.37 |
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| Simplify Exchange Traded Fun Managed Futures (CTA) | 0.1 | $267k | NEW | 10k | 25.94 |
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| Global X Fds Us Pfd Etf (PFFD) | 0.1 | $264k | 14k | 18.69 |
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| Schwab Strategic Tr Us Reit Etf (SCHH) | 0.1 | $261k | 11k | 23.68 |
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| Donegal Group CL B (DGICB) | 0.1 | $257k | +3% | 12k | 21.78 |
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| Air Products & Chemicals (APD) | 0.1 | $253k | 862.00 | 293.06 |
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| Schwab Strategic Tr Us Aggregate B (SCHZ) | 0.1 | $251k | -5% | 11k | 23.13 |
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| Capital Group Growth Etf Shs Creat Unit (CGGR) | 0.1 | $250k | +4% | 5.3k | 47.20 |
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| Onto Innovation (ONTO) | 0.1 | $250k | NEW | 661.00 | 378.45 |
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| Waste Connections (WCN) | 0.1 | $249k | 1.5k | 166.70 |
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| Cloudflare Cl A Com (NET) | 0.1 | $246k | 1.0k | 245.28 |
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| Starbucks Corporation (SBUX) | 0.1 | $244k | +2% | 2.4k | 102.19 |
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| Southern Company (SO) | 0.1 | $244k | 2.5k | 95.71 |
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| Alliancebernstein Hldg Unit Ltd Partn (AB) | 0.1 | $240k | -48% | 6.8k | 35.22 |
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| Federal Rlty Invt Tr Sh Ben Int New (FRT) | 0.1 | $239k | 1.9k | 123.46 |
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| Ishares Tr S&p Mc 400gr Etf (IJK) | 0.1 | $238k | 2.0k | 117.50 |
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| General Dynamics Corporation (GD) | 0.1 | $237k | 668.00 | 354.27 |
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| Victory Portfolios Ii Shs Fr Ca Fl Etf (VFLO) | 0.1 | $236k | NEW | 5.2k | 45.75 |
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| Cardinal Health (CAH) | 0.1 | $235k | 988.00 | 237.56 |
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| T. Rowe Price (TROW) | 0.1 | $234k | NEW | 2.1k | 113.67 |
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| Energy Transfer Com Ut Ltd Ptn (ET) | 0.1 | $230k | +9% | 12k | 19.12 |
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| Marsh & McLennan Companies (MRSH) | 0.1 | $230k | +9% | 1.4k | 166.67 |
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| Amplify Etf Tr Etho Cli Lea Etf (ETHO) | 0.1 | $229k | NEW | 2.8k | 80.61 |
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| Taiwan Semiconductor Manufac Sponsored Ads (TSM) | 0.1 | $229k | NEW | 479.00 | 477.57 |
|
| Ishares Tr 1 3 Yr Treas Bd (SHY) | 0.1 | $219k | 2.7k | 82.11 |
|
|
| Ishares Tr Rus 1000 Grw Etf (IWF) | 0.1 | $218k | NEW | 1.8k | 124.17 |
|
| Thermo Fisher Scientific (TMO) | 0.1 | $218k | NEW | 434.00 | 501.08 |
|
| SYSCO Corporation (SYY) | 0.1 | $216k | NEW | 2.6k | 83.57 |
|
| Definium Therapeutics Com Shs (DFTX) | 0.1 | $216k | NEW | 4.6k | 47.04 |
|
| Innovator Etfs Trust Us Eqty Pwr Buf (PSEP) | 0.1 | $215k | 4.7k | 46.05 |
|
|
| Ishares Tr Msci Usa Min Etf (USMV) | 0.1 | $211k | NEW | 2.2k | 96.46 |
|
| Toast Cl A (TOST) | 0.1 | $209k | -75% | 7.5k | 27.82 |
|
| Ishares Tr Gl Clean Ene Etf (ICLN) | 0.1 | $205k | 10k | 20.49 |
|
|
| Global X Fds Us Infr Dev Etf (PAVE) | 0.1 | $205k | NEW | 3.5k | 58.92 |
|
| Flexshares Tr Hig Yld Vl Etf (HYGV) | 0.1 | $203k | NEW | 5.0k | 40.26 |
|
| Spdr Series Trust ST STR P500GRW (SPYG) | 0.1 | $200k | NEW | 1.7k | 119.02 |
|
| Joby Aviation Common Stock (JOBY) | 0.0 | $94k | NEW | 11k | 8.92 |
|
Past Filings by Lewis Asset Management
SEC 13F filings are viewable for Lewis Asset Management going back to 2023
- Lewis Asset Management 2026 Q2 filed July 21, 2026
- Lewis Asset Management 2026 Q1 filed April 21, 2026
- Lewis Asset Management 2025 Q4 filed Jan. 15, 2026
- Lewis Asset Management 2025 Q3 filed Oct. 20, 2025
- Lewis Asset Management 2025 Q2 filed July 14, 2025
- Lewis Asset Management 2025 Q1 filed May 5, 2025
- Lewis Asset Management 2024 Q4 filed Jan. 23, 2025
- Lewis Asset Management 2024 Q3 filed Oct. 31, 2024
- Lewis Asset Management 2024 Q2 filed July 30, 2024
- Lewis Asset Management 2024 Q1 filed May 1, 2024
- Lewis Asset Management 2023 Q4 filed Jan. 23, 2024