Lewis Asset Management, LLC Portfolio Holdings
Lewis Asset Management, LLC
- $131 Billion
- Q4 2024
Lewis Asset Management, LLC has filed its 13F form on January 23, 2025 for Q4 2024 where it was disclosed a total value porftolio of $131 Billion distributed in 129 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Nvidia Corp with a value of $14.3B, Apple Inc. with a value of $10.9B, Meta Platforms, Inc. with a value of $5.76B, Amazon Com Inc with a value of $5.53B, and Microsoft Corp with a value of $4.14B.
Examining the 13F form we can see an decrease of $6.07B in the current position value, from $137B to 131B.
Lewis Asset Management, LLC is based out at Lafayette, CA
Below you can find more details about Lewis Asset Management, LLC portfolio as well as his latest detailed transactions.
Portfolio value
$131 Billion
Technology: $46.1 Billion
ETFs: $23.3 Billion
Communication Services: $12 Billion
Financial Services: $11.3 Billion
Healthcare: $10.7 Billion
Consumer Cyclical: $8.56 Billion
Energy: $4.84 Billion
Consumer Defensive: $4.05 Billion
Other: $5.76 Billion