Lyons Wealth Management as of Dec. 31, 2018
Portfolio Holdings for Lyons Wealth Management
Lyons Wealth Management holds 36 positions in its portfolio as reported in the December 2018 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Apple (AAPL) | 35.4 | $16M | 101k | 157.72 | |
| United Parcel Service (UPS) | 11.6 | $5.2M | 53k | 97.55 | |
| NetApp (NTAP) | 6.5 | $2.9M | 49k | 59.66 | |
| Microsoft Corporation (MSFT) | 2.6 | $1.2M | 12k | 101.61 | |
| Waste Management (WM) | 2.2 | $985k | 11k | 89.08 | |
| Exxon Mobil Corporation (XOM) | 2.1 | $961k | 14k | 68.18 | |
| Verizon Communications (VZ) | 2.0 | $904k | 16k | 56.24 | |
| Walt Disney Company (DIS) | 1.9 | $870k | 7.9k | 109.60 | |
| TJX Companies (TJX) | 1.9 | $863k | 19k | 44.74 | |
| Boeing Company (BA) | 1.9 | $836k | 2.6k | 323.28 | |
| iShares Russell 2000 Index (IWM) | 1.8 | $792k | 5.9k | 133.72 | |
| Amgen (AMGN) | 1.7 | $784k | 4.0k | 194.20 | |
| Dollar General (DG) | 1.7 | $777k | 7.2k | 108.22 | |
| Home Depot (HD) | 1.7 | $764k | 4.5k | 171.61 | |
| UnitedHealth (UNH) | 1.7 | $753k | 3.0k | 248.93 | |
| Delta Air Lines (DAL) | 1.6 | $702k | 14k | 49.91 | |
| Darden Restaurants (DRI) | 1.5 | $690k | 6.9k | 99.50 | |
| Honeywell International (HON) | 1.5 | $686k | 5.2k | 132.00 | |
| Walgreen Boots Alliance (WBA) | 1.5 | $677k | 9.9k | 68.22 | |
| Texas Instruments Incorporated (TXN) | 1.4 | $649k | 6.8k | 94.91 | |
| Broadridge Financial Solutions (BR) | 1.4 | $641k | 6.7k | 96.38 | |
| Lockheed Martin Corporation (LMT) | 1.4 | $633k | 2.4k | 262.76 | |
| W.W. Grainger (GWW) | 1.4 | $607k | 2.2k | 282.19 | |
| Hp (HPQ) | 1.3 | $573k | 28k | 20.45 | |
| Vail Resorts (MTN) | 1.2 | $530k | 2.5k | 209.73 | |
| Best Buy (BBY) | 1.1 | $516k | 9.8k | 52.70 | |
| Energy Select Sector SPDR (XLE) | 1.1 | $505k | 8.8k | 57.25 | |
| Occidental Petroleum Corporation (OXY) | 1.1 | $503k | 8.2k | 61.34 | |
| Raytheon Company | 1.0 | $453k | 2.9k | 154.29 | |
| iShares Lehman 7-10 Yr Treas. Bond (IEF) | 1.0 | $436k | 4.1k | 105.77 | |
| Steel Dynamics (STLD) | 0.9 | $410k | 14k | 29.91 | |
| iShares Lehman 3-7 Yr Treasury Bond (IEI) | 0.8 | $367k | 3.0k | 121.97 | |
| Invesco Exchng Traded Fd Tr s&p smlcp finl (PSCF) | 0.6 | $273k | 5.7k | 48.05 | |
| Financial Select Sector SPDR (XLF) | 0.6 | $247k | 10k | 23.88 | |
| Cisco Systems (CSCO) | 0.5 | $211k | 4.9k | 43.39 | |
| iShares Lehman 1-3 Year Treas.Bond (SHY) | 0.5 | $208k | 2.5k | 84.24 |
