|
|
Name: |
LYONS WEALTH MANAGEMENT, LLC. |
City: |
WINTER PARK |
State: |
FL |
Zip: |
32789 |
|
|
|
Achive
data |
View
Filing Period: |
|
|
|
|
|
|
Download |
|
|
|
|
|
Free Registration Required For Full Results
|
|
|
Holdings
Found :
8 |
|
View All Holdings |
Currently
Viewing:
Decreased Positions |
|
|
Page 1 of 1 |
Menu
|
Ticker |
Company Name |
Position Rank |
New/Closed Postion |
Last Close |
Value |
Shares Held |
% of Portfolio |
Value Change |
Change In Shares Held |
% of Company |
Industry |
|
IEF |
iShares Lehman 7-10 Year Tr... |
2 |
- |
$91.95 |
$5,230,000 |
47,488 |
15.32% |
-1,156,000 |
-9,304 |
0.025 |
Closed - End Fund - E... |
|
IEI |
iShares Barclays 3-7 Year T... |
3 |
- |
$113.95 |
$4,945,000 |
39,325 |
14.48% |
-1,091,000 |
-8,268 |
0.063 |
Closed - End Fund - E... |
|
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... |
|
UPS |
United Parcel Service Inc |
5 |
- |
$147.22 |
$2,959,000 |
25,285 |
8.67% |
-556,000 |
-4,064 |
0.003 |
AirDelivery & Freight... |
|
IWM |
iShares Tr Russell 2000 Indx |
7 |
- |
$199.92 |
$839,000 |
5,086 |
2.46% |
-27,000 |
-631 |
0.002 |
Closed - End Fund - E... |
|
BA |
Boeing Co |
10 |
- |
$178.85 |
$598,000 |
1,838 |
1.75% |
-151,000 |
-132 |
0 |
Aerospace/Defense - M... |
|
XLF |
SPDR Financial Sector |
11 |
- |
$40.46 |
$286,000 |
9,329 |
0.84% |
12,000 |
-439 |
0.001 |
Closed - End Fund - E... |
|
OXY |
Occidental Petroleum Corp |
12 |
- |
$64.66 |
$251,000 |
6,100 |
0.74% |
-114,000 |
-2,100 |
0.001 |
Independent Oil & Gas |
|