Lyons Wealth Management as of Sept. 30, 2019
Portfolio Holdings for Lyons Wealth Management
Lyons Wealth Management holds 17 positions in its portfolio as reported in the September 2019 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Apple (AAPL) | 21.5 | $8.2M | 37k | 223.96 | |
| iShares Lehman 7-10 Yr Treas. Bond (IEF) | 16.8 | $6.4M | 57k | 112.45 | |
| iShares Lehman 3-7 Yr Treasury Bond (IEI) | 15.9 | $6.0M | 48k | 126.83 | |
| iShares Lehman 1-3 Year Treas.Bond (SHY) | 13.7 | $5.2M | 61k | 84.87 | |
| United Parcel Service (UPS) | 9.2 | $3.5M | 29k | 119.77 | |
| NVIDIA Corporation (NVDA) | 5.0 | $1.9M | 11k | 174.11 | |
| Microsoft Corporation (MSFT) | 4.3 | $1.7M | 12k | 139.11 | |
| iShares Russell 2000 Index (IWM) | 2.3 | $866k | 5.7k | 151.48 | |
| Exxon Mobil Corporation (XOM) | 2.1 | $812k | 12k | 70.64 | |
| Boeing Company (BA) | 2.0 | $749k | 2.0k | 380.20 | |
| Advanced Micro Devices (AMD) | 1.8 | $686k | 24k | 29.00 | |
| Walt Disney Company (DIS) | 1.6 | $603k | 4.6k | 130.29 | |
| Energy Select Sector SPDR (XLE) | 1.3 | $491k | 8.3k | 59.16 | |
| Occidental Petroleum Corporation (OXY) | 1.0 | $365k | 8.2k | 44.51 | |
| Financial Select Sector SPDR (XLF) | 0.7 | $274k | 9.8k | 28.05 | |
| Constellation Brands (STZ) | 0.7 | $249k | 1.2k | 207.50 | |
| Waitr Hldgs | 0.2 | $65k | 500k | 0.13 |
