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| Name: |
LYONS WEALTH MANAGEMENT, LLC. |
| City: |
WINTER PARK |
| State: |
FL |
| Zip: |
32789 |
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data |
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| Holdings
Found :
17 |
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 |
Ticker |
Company Name |
Position
Rank |
New/Closed
Postion |
Last
Close |
Value |
Shares Held |
% of
Portfolio |
Value
Change |
Change In
Shares Held |
% of Company |
Industry |
|
AAPL |
Apple Inc |
1 |
- |
$165.00 |
$11,441,000 |
38,962 |
33.51% |
3,275,000 |
2,500 |
0 |
Personal Computers |
|
|
IEF |
iShares Lehman 7-10 Year Tr... |
2 |
- |
$91.74 |
$5,230,000 |
47,488 |
15.32% |
-1,156,000 |
-9,304 |
0.025 |
Closed - End Fund - E... |
|
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IEI |
iShares Barclays 3-7 Year T... |
3 |
- |
$113.65 |
$4,945,000 |
39,325 |
14.48% |
-1,091,000 |
-8,268 |
0.063 |
Closed - End Fund - E... |
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SHY |
Ishares Barclays 1-3 Treasu... |
4 |
- |
$81.17 |
$4,247,000 |
50,165 |
12.44% |
-965,000 |
-11,250 |
0.006 |
Closed - End Fund - E... |
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UPS |
United Parcel Service Inc |
5 |
- |
$142.77 |
$2,959,000 |
25,285 |
8.67% |
-556,000 |
-4,064 |
0.003 |
AirDelivery & Freight... |
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MSFT |
Microsoft Corp |
6 |
- |
$399.12 |
$1,876,000 |
11,897 |
5.49% |
221,000 |
0 |
0 |
Application Software |
|
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IWM |
iShares Tr Russell 2000 Indx |
7 |
- |
$193.14 |
$839,000 |
5,086 |
2.46% |
-27,000 |
-631 |
0.002 |
Closed - End Fund - E... |
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XOM |
Exxon Mobil Corp |
8 |
- |
$119.88 |
$802,000 |
11,495 |
2.35% |
-10,000 |
0 |
0 |
Integrated Oil & Gas |
|
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DIS |
Walt Disney Co |
9 |
- |
$112.61 |
$673,000 |
4,646 |
1.97% |
70,000 |
18 |
0 |
Entertainment - Diver... |
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BA |
Boeing Co |
10 |
- |
$169.82 |
$598,000 |
1,838 |
1.75% |
-151,000 |
-132 |
0 |
Aerospace/Defense - M... |
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XLF |
SPDR Financial Sector |
11 |
- |
$40.38 |
$286,000 |
9,329 |
0.84% |
12,000 |
-439 |
0.001 |
Closed - End Fund - E... |
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OXY |
Occidental Petroleum Corp |
12 |
- |
$66.63 |
$251,000 |
6,100 |
0.74% |
-114,000 |
-2,100 |
0.001 |
Independent Oil & Gas |
|
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NVDA |
NVIDIA Corporation |
15 |
Closed |
$762.00 |
$0 |
0 |
0% |
-1,917,000 |
-11,010 |
0 |
Semiconductor - Speci... |
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AMD |
Advanced Micro Devices Inc |
14 |
Closed |
$146.64 |
$0 |
0 |
0% |
-686,000 |
-23,658 |
0 |
Semiconductor- Broad... |
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ASAP |
Waitr Holdings Inc |
16 |
Closed |
$0.01 |
$0 |
0 |
0% |
-450,000 |
-350,000 |
0 |
N/A |
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XLE |
SPDR Energy Sector |
17 |
Closed |
$94.97 |
$0 |
0 |
0% |
-491,000 |
-8,299 |
0 |
Closed - End Fund - E... |
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STZ |
Constellation Brands Inc |
13 |
Closed |
$260.70 |
$0 |
0 |
0% |
-249,000 |
-1,200 |
0 |
Beverage - Wineries &... |
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