Lyons Wealth Management as of Dec. 31, 2019
Portfolio Holdings for Lyons Wealth Management
Lyons Wealth Management holds 13 positions in its portfolio as reported in the December 2019 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Apple (AAPL) | 33.7 | $11M | 39k | 293.65 | |
| iShares Lehman 7-10 Yr Treas. Bond (IEF) | 15.4 | $5.2M | 48k | 110.13 | |
| iShares Lehman 3-7 Yr Treasury Bond (IEI) | 14.6 | $4.9M | 39k | 125.75 | |
| iShares Lehman 1-3 Year Treas.Bond (SHY) | 12.5 | $4.2M | 50k | 84.66 | |
| United Parcel Service (UPS) | 8.7 | $3.0M | 25k | 117.03 | |
| Microsoft Corporation (MSFT) | 5.5 | $1.9M | 12k | 157.69 | |
| iShares Russell 2000 Index (IWM) | 2.5 | $839k | 5.1k | 164.96 | |
| Exxon Mobil Corporation (XOM) | 2.4 | $802k | 12k | 69.77 | |
| Walt Disney Company (DIS) | 2.0 | $673k | 4.6k | 144.86 | |
| Boeing Company (BA) | 1.8 | $598k | 1.8k | 325.35 | |
| Financial Select Sector SPDR (XLF) | 0.8 | $286k | 9.3k | 30.66 | |
| Occidental Petroleum Corporation (OXY) | 0.0 | $8.7k | 14k | 0.61 | |
| Waitr Hldgs | 0.0 | $5.9k | 148k | 0.04 |
