$87.9 Million is the total value of Lyons Wealth Management, LLC.'s 72 reported holdings in Q2 2015. The portfolio turnover from Q1 2015 to Q2 2015 was 100.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| T | Exit | AT&T INCput | $0 | – | -10,000 | -100.0% | -0.00% | – |
| AAPL | Exit | APPLE INCcall | $0 | – | -15,000 | -100.0% | -0.01% | – |
| OXY | Exit | OCCIDENTAL PETE CORP DELput | $0 | – | -10,000 | -100.0% | -0.01% | – |
| MBBYF | Exit | MOBILEYE N V AMSTELVEENput | $0 | – | -10,000 | -100.0% | -0.02% | – |
| T | Exit | AT&T INC | $0 | – | -11,080 | -100.0% | -0.39% | – |
| IVV | Exit | ISHARES TRcore s&p500 etf | $0 | – | -3,039 | -100.0% | -0.68% | – |
| INTC | Exit | INTEL CORP | $0 | – | -29,894 | -100.0% | -1.01% | – |
| TXN | Exit | TEXAS INSTRS INC | $0 | – | -19,647 | -100.0% | -1.22% | – |
| DPS | Exit | DR PEPPER SNAPPLE GROUP INC | $0 | – | -14,695 | -100.0% | -1.25% | – |
| MPC | Exit | MARATHON PETE CORP | $0 | – | -11,667 | -100.0% | -1.30% | – |
| FL | Exit | FOOT LOCKER INC | $0 | – | -19,983 | -100.0% | -1.37% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2015-08-11
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| UNITED PARCEL SERVICE INC | 27 | Q4 2019 | 44.5% |
| EXXON MOBIL CORP | 27 | Q4 2019 | 3.2% |
| APPLE INC | 26 | Q4 2019 | 33.5% |
| MICROSOFT CORP | 26 | Q4 2019 | 8.5% |
| SELECT SECTOR SPDR TR | 26 | Q3 2019 | 1.7% |
| NETAPP INC | 24 | Q2 2019 | 9.6% |
| WASTE MGMT INC DEL | 24 | Q1 2019 | 3.2% |
| OCCIDENTAL PETE CORP DEL | 23 | Q4 2019 | 1.6% |
| VERIZON COMMUNICATIONS INC | 23 | Q4 2018 | 2.9% |
| ISHARES TR | 22 | Q4 2019 | 13.2% |
View Lyons Wealth Management, LLC.'s complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2020-02-13 |
| 13F-HR | 2019-11-12 |
| 13F-HR | 2019-08-13 |
| 13F-HR | 2019-05-14 |
| 13F-HR | 2019-02-12 |
| 13F-HR | 2018-11-09 |
| 13F-HR | 2018-08-13 |
| 13F-HR | 2018-05-08 |
| 13F-HR | 2018-02-08 |
| 13F-HR | 2017-11-13 |
View Lyons Wealth Management, LLC.'s complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.