Sign in:
Email
 Password  save:
  
 Company Reports 
 
   
My Recent Searches
  Help
 
   
 
 
 
     
Company Main View
  Name: LYONS WEALTH MANAGEMENT, LLC.
  City: WINTER PARK
  State: FL
  Zip: 32789
   
Achive data
  View Filing Period:
  
 
Portfolio Summary View Filing
  Filing Report Date : 2019-12-31
  Total Value : $34,147,000
  Total Value Change : $-4,285,000
  Securities Held Change : -5
   
All Securities Held : 12
  New Positions : 0
  Closed Positions : 5
  Increased Positions : 2
  Unchanged Positions : 2
  Decreased Positions : 8

                  Consumer Discretionary Consumer Staples Financials Health Care Industrials Information Technology Basic Materials Conglomerates Energy Utilities
 Download  
 
    Free Registration Required For Full Results

   
Holdings Found : 2     View All Holdings Currently Viewing:  Increased 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
   (AAPL)1 Year Chart         AAPL Apple Inc 1 - $173.03 $11,441,000 38,962 33.51% 3,275,000 2,500 0    Personal Computers
   (DIS)1 Year Chart         DIS Walt Disney Co 9 - $112.62 $673,000 4,646 1.97% 70,000 18 0    Entertainment - Diver...

      2 Records Found
  1    
Page 1 of 1
Free Registration Required For Full Results