Lyons Wealth Management as of June 30, 2019
Portfolio Holdings for Lyons Wealth Management
Lyons Wealth Management holds 17 positions in its portfolio as reported in the June 2019 quarterly 13F filing
Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
---|---|---|---|---|---|
Apple (AAPL) | 18.5 | $7.7M | 39k | 197.92 | |
iShares Lehman 3-7 Yr Treasury Bond (IEI) | 17.5 | $7.3M | 67k | 109.97 | |
iShares Lehman 7-10 Yr Treas. Bond (IEF) | 16.7 | $7.0M | 56k | 125.72 | |
iShares Lehman 1-3 Year Treas.Bond (SHY) | 14.4 | $6.0M | 71k | 84.82 | |
United Parcel Service (UPS) | 7.2 | $3.0M | 29k | 103.22 | |
NVIDIA Corporation (NVDA) | 4.3 | $1.8M | 11k | 164.21 | |
Microsoft Corporation (MSFT) | 3.5 | $1.5M | 11k | 134.04 | |
NetApp (NTAP) | 3.0 | $1.3M | 20k | 61.72 | |
Exxon Mobil Corporation (XOM) | 2.6 | $1.1M | 14k | 76.62 | |
Waitr Hldgs | 2.4 | $1.0M | 163k | 6.29 | |
iShares Russell 2000 Index (IWM) | 2.1 | $902k | 5.8k | 154.88 | |
Boeing Company (BA) | 1.6 | $669k | 1.8k | 363.98 | |
Advanced Micro Devices (AMD) | 1.6 | $669k | 22k | 30.36 | |
Walt Disney Company (DIS) | 1.5 | $616k | 4.4k | 139.62 | |
Energy Select Sector SPDR (XLE) | 1.3 | $548k | 8.7k | 63.32 | |
Occidental Petroleum Corporation (OXY) | 1.0 | $412k | 8.2k | 50.24 | |
Financial Select Sector SPDR (XLF) | 0.7 | $281k | 10k | 27.69 |