Lyons Wealth Management as of March 31, 2019
Portfolio Holdings for Lyons Wealth Management
Lyons Wealth Management holds 12 positions in its portfolio as reported in the March 2019 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| United Parcel Service (UPS) | 23.8 | $8.5M | 76k | 111.73 | |
| iShares Lehman 7-10 Yr Treas. Bond (IEF) | 19.1 | $6.8M | 64k | 106.67 | |
| iShares Lehman 3-7 Yr Treasury Bond (IEI) | 18.6 | $6.6M | 54k | 123.22 | |
| iShares Lehman 1-3 Year Treas.Bond (SHY) | 16.5 | $5.9M | 70k | 84.12 | |
| NetApp (NTAP) | 9.6 | $3.4M | 49k | 69.33 | |
| Exxon Mobil Corporation (XOM) | 3.2 | $1.1M | 14k | 80.81 | |
| iShares Russell 2000 Index (IWM) | 2.5 | $908k | 5.9k | 152.73 | |
| Microsoft Corporation (MSFT) | 2.0 | $721k | 6.1k | 118.12 | |
| Energy Select Sector SPDR (XLE) | 1.7 | $599k | 9.1k | 66.15 | |
| Occidental Petroleum Corporation (OXY) | 1.5 | $543k | 8.2k | 66.22 | |
| Financial Select Sector SPDR (XLF) | 0.8 | $278k | 11k | 26.09 | |
| Waste Management (WM) | 0.7 | $239k | 2.3k | 103.69 |
