$94.9 Million is the total value of Lyons Wealth Management, LLC.'s 48 reported holdings in Q1 2017. The portfolio turnover from Q4 2016 to Q1 2017 was 100.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| BEAT | Exit | BIOTELEMETRY INCcall | $0 | – | -5,000 | -100.0% | -0.01% | – |
| GNW | Exit | GENWORTH FINL INC | $0 | – | -10,000 | -100.0% | -0.05% | – |
| ARNA | Exit | ARENA PHARMACEUTICALS INC | $0 | – | -42,408 | -100.0% | -0.08% | – |
| DHX | Exit | DHI GROUP INC | $0 | – | -13,251 | -100.0% | -0.11% | – |
| ZAGG | Exit | ZAGG INC | $0 | – | -11,704 | -100.0% | -0.11% | – |
| CIK | Exit | CREDIT SUISSE ASSET MGMT INC | $0 | – | -10,000 | -100.0% | -0.16% | – |
| IEI | Exit | ISHARES TR3-7 yr tr bd etf | $0 | – | -2,201 | -100.0% | -0.37% | – |
| IWM | Exit | ISHARES TRrussell 2000 etf | $0 | – | -2,723 | -100.0% | -0.50% | – |
| IJH | Exit | ISHARES TRcore s&p mcp etf | $0 | – | -2,407 | -100.0% | -0.54% | – |
| CLX | Exit | CLOROX CO DEL | $0 | – | -5,807 | -100.0% | -0.95% | – |
| ABBV | Exit | ABBVIE INC | $0 | – | -12,202 | -100.0% | -1.04% | – |
| TSO | Exit | TESORO CORP | $0 | – | -9,644 | -100.0% | -1.15% | – |
| ROK | Exit | ROCKWELL AUTOMATION INC | $0 | – | -6,498 | -100.0% | -1.19% | – |
| VLO | Exit | VALERO ENERGY CORP NEW | $0 | – | -14,514 | -100.0% | -1.36% | – |
| BEAT | Exit | BIOTELEMETRY INC | $0 | – | -47,095 | -100.0% | -1.44% | – |
| BAC | Exit | BANK AMER CORP | $0 | – | -56,833 | -100.0% | -1.72% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2017-05-15
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.