Lyons Wealth Management

Lyons Wealth Management as of March 31, 2014

Portfolio Holdings for Lyons Wealth Management

Lyons Wealth Management holds 63 positions in its portfolio as reported in the March 2014 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
United Parcel Service (UPS) 24.5 $29M 301k 97.37
SPX Corporation 12.1 $15M 512k 28.34
Apple (AAPL) 10.9 $13M 24k 536.85
iShares S&P 500 Index (IVV) 6.2 $7.4M 40k 188.08
iShares Russell 2000 Index (IWM) 6.0 $7.2M 62k 116.33
Microsoft Corporation (MSFT) 4.1 $4.9M 119k 41.01
ProShares Ultra S&P500 (SSO) 3.5 $4.1M 39k 105.34
ProShares Ultra Russell2000 (UWM) 3.2 $3.9M 45k 86.42
Qualcomm (QCOM) 2.9 $3.4M 44k 78.86
Energizer Holdings 1.4 $1.7M 17k 100.49
Occidental Petroleum Corporation (OXY) 1.1 $1.3M 14k 95.32
Exxon Mobil Corporation (XOM) 1.0 $1.2M 12k 97.63
Bank of America Corporation (BAC) 0.9 $1.1M 64k 17.21
NetApp (NTAP) 0.9 $1.1M 29k 36.89
Eli Lilly & Co. (LLY) 0.8 $936k 16k 58.79
Pfizer (PFE) 0.7 $873k 27k 32.14
Maxim Integrated Products 0.7 $852k 26k 33.10
Symantec Corporation 0.7 $841k 42k 19.96
Altera Corporation 0.7 $814k 22k 36.35
L-3 Communications Holdings 0.7 $813k 6.9k 118.10
Raytheon Company 0.7 $808k 8.1k 99.15
Quest Diagnostics Incorporated (DGX) 0.7 $801k 14k 57.88
CenturyLink 0.7 $789k 24k 33.02
International Business Machines (IBM) 0.7 $795k 4.1k 193.10
Lorillard 0.7 $792k 15k 53.95
Harris Corporation 0.7 $775k 11k 72.96
Genuine Parts Company (GPC) 0.6 $770k 8.9k 86.97
Church & Dwight (CHD) 0.6 $771k 11k 69.12
H&R Block (HRB) 0.6 $752k 25k 30.27
MasterCard Incorporated (MA) 0.6 $748k 10k 74.80
Abbvie (ABBV) 0.6 $734k 14k 51.20
ResMed (RMD) 0.6 $713k 16k 44.81
Omni (OMC) 0.6 $720k 9.9k 72.73
Hollyfrontier Corp 0.6 $716k 15k 47.71
Ca 0.6 $683k 22k 30.83
Coach 0.6 $672k 14k 49.69
Energy Select Sector SPDR (XLE) 0.5 $569k 6.4k 89.27
Best Buy (BBY) 0.4 $532k 20k 26.48
C.H. Robinson Worldwide (CHRW) 0.4 $524k 10k 52.40
Expeditors International of Washington (EXPD) 0.4 $463k 12k 39.57
Spdr S&p 500 Etf (SPY) 0.4 $451k 2.4k 187.37
BLACKROCK INTL GRWTH & INC T COM Bene Inter (BGY) 0.4 $444k 55k 8.08
AmerisourceBergen (COR) 0.3 $404k 6.2k 65.65
Verizon Communications (VZ) 0.3 $401k 8.4k 47.57
Sunedison 0.3 $400k 21k 18.83
Energy Transfer Equity (ET) 0.3 $379k 7.0k 53.93
Arena Pharmaceuticals 0.3 $359k 57k 6.32
Waste Management (WM) 0.2 $295k 7.0k 42.02
Questcor Pharmaceuticals 0.2 $272k 4.2k 64.98
iShares Russell Midcap Growth Idx. (IWP) 0.2 $272k 3.2k 85.72
Altria (MO) 0.2 $266k 7.1k 37.39
iShares Russell Midcap Value Index (IWS) 0.2 $263k 3.8k 68.65
ISHARES TR MSCI Small Cap msci small cap (SCZ) 0.2 $261k 5.0k 52.20
SPDR Gold Trust (GLD) 0.2 $245k 2.0k 123.43
iShares Lehman 1-3 Year Treas.Bond (SHY) 0.2 $238k 2.8k 84.64
Royal Dutch Shell 0.2 $229k 2.9k 78.69
Linn Energy 0.2 $220k 7.8k 28.34
Consolidated Edison (ED) 0.2 $202k 3.8k 53.62
American Eagle Outfitters (AEO) 0.1 $153k 13k 12.24
Penn West Energy Trust 0.1 $128k 15k 8.39
Synovus Financial 0.1 $102k 30k 3.40
AVANIR Pharmaceuticals 0.1 $108k 29k 3.68
Pengrowth Energy Corp 0.1 $68k 11k 6.02