Lyons Wealth Management
Latest statistics and disclosures from Lyons Wealth Management's latest quarterly 13F-HR filing:
- Top 5 stock holdings are AAPL, IEF, IEI, SHY, UPS, and represent 84.99% of Lyons Wealth Management's stock portfolio.
- Added to shares of these 3 stocks: AAPL, OXY, DIS.
- Reduced shares in these 10 stocks: NVDA, IEI, IEF, SHY, AMD, , UPS, STZ, IWM, BA.
- Sold out of its positions in AMD, STZ, NVDA, XLE.
- Lyons Wealth Management was a net seller of stock by $-6.3M.
- Lyons Wealth Management has $34M in assets under management (AUM), dropping by -10.87%.
- Central Index Key (CIK): 0001526528
Tip: Access up to 7 years of quarterly data
Positions held by Lyons Wealth Management consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Portfolio Holdings for Lyons Wealth Management
Lyons Wealth Management holds 13 positions in its portfolio as reported in the December 2019 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Apple (AAPL) | 33.7 | $11M | +6% | 39k | 293.65 |
|
| iShares Lehman 7-10 Yr Treas. Bond (IEF) | 15.4 | $5.2M | -16% | 48k | 110.13 |
|
| iShares Lehman 3-7 Yr Treasury Bond (IEI) | 14.6 | $4.9M | -17% | 39k | 125.75 |
|
| iShares Lehman 1-3 Year Treas.Bond (SHY) | 12.5 | $4.2M | -18% | 50k | 84.66 |
|
| United Parcel Service (UPS) | 8.7 | $3.0M | -13% | 25k | 117.03 |
|
| Microsoft Corporation (MSFT) | 5.5 | $1.9M | 12k | 157.69 |
|
|
| iShares Russell 2000 Index (IWM) | 2.5 | $839k | -11% | 5.1k | 164.96 |
|
| Exxon Mobil Corporation (XOM) | 2.4 | $802k | 12k | 69.77 |
|
|
| Walt Disney Company (DIS) | 2.0 | $673k | 4.6k | 144.86 |
|
|
| Boeing Company (BA) | 1.8 | $598k | -6% | 1.8k | 325.35 |
|
| Financial Select Sector SPDR (XLF) | 0.8 | $286k | -4% | 9.3k | 30.66 |
|
| Occidental Petroleum Corporation (OXY) | 0.0 | $8.7k | +74% | 14k | 0.61 |
|
| Waitr Hldgs | 0.0 | $5.9k | -70% | 148k | 0.04 |
|
Past Filings by Lyons Wealth Management
SEC 13F filings are viewable for Lyons Wealth Management going back to 2011
- Lyons Wealth Management 2019 Q4 filed Feb. 13, 2020
- Lyons Wealth Management 2019 Q3 filed Nov. 12, 2019
- Lyons Wealth Management 2019 Q2 filed Aug. 13, 2019
- Lyons Wealth Management 2019 Q1 filed May 14, 2019
- Lyons Wealth Management 2018 Q4 filed Feb. 12, 2019
- Lyons Wealth Management 2018 Q3 filed Nov. 9, 2018
- Lyons Wealth Management 2018 Q2 filed Aug. 13, 2018
- Lyons Wealth Management 2018 Q1 filed May 8, 2018
- Lyons Wealth Management 2017 Q4 filed Feb. 8, 2018
- Lyons Wealth Management 2017 Q3 filed Nov. 13, 2017
- Lyons Wealth Management 2017 Q2 filed Aug. 11, 2017
- Lyons Wealth Management 2017 Q1 filed May 15, 2017
- Lyons Wealth Management 2016 Q4 filed Feb. 9, 2017
- Lyons Wealth Management 2016 Q3 filed Nov. 7, 2016
- Lyons Wealth Management 2016 Q2 filed Aug. 9, 2016
- Lyons Wealth Management 2016 Q1 filed May 20, 2016