Lyons Wealth Management, is an investment fund managing more than $34.1 million ran by Sahira Lopez. There are currently 9 companies in Mrs. Lopez’s portfolio. The largest investments include Apple and Ishares Tr, together worth $26.7 million.
As of 7th October 2020, Lyons Wealth Management,’s top holding is 38,962 shares of Apple currently worth over $11.4 million and making up 33.5% of the portfolio value.
Relative to the number of outstanding shares of Apple, Lyons Wealth Management, owns more than approximately 0.1% of the company.
In addition, the fund holds 142,064 shares of Ishares Tr worth $15.3 million.
The third-largest holding is United Parcel Service worth $2.96 million and the next is Microsoft worth $1.88 million, with 11,897 shares owned.
Currently, Lyons Wealth Management,'s portfolio is worth at least $34.1 million. The total portfolio value may be much higher due to cash
assets that are not publicly disclosed such as fixed income, real estate, or cash equivalents.
The Lyons Wealth Management, office and employees reside in Winter Park, Florida. According to the last 13-F report filed with the SEC, Sahira Lopez serves as the Operations Manager at Lyons Wealth Management,.
In the most recent 13F filing, Lyons Wealth Management, revealed that it had increased its stake in
Apple and bought 2,500 additional shares worth around $303 thousand.
This means they effectively own approximately 0.1% of the company.
Apple makes up
100.0%
of the fund's Consumer Discretionary sector allocation and has grown its share price by 105.4% in the past year.
On the other hand, there are companies that Lyons Wealth Management, is getting rid of from its portfolio.
Lyons Wealth Management, closed its position in NVIDIA on 13th February 2020.
It sold the previously owned 11,010 shares for $1.92 million.
Sahira Lopez also disclosed a decreased stake in Ishares Tr by 0.2%.
This leaves the value of the investment at $15.3 million and 142,064 shares.
The two most similar investment funds to Lyons Wealth Management, are Elm Ridge Management and Act Ii Management, L.P.. They manage $34.2 million and $33.8 million respectively.
Lyons Wealth Management,’s portfolio is diversified across 5 sectors.
Currently, their heaviest sector is Consumer Discretionary — making up 33.5% of
the total portfolio value.
The fund focuses on investments in the United States as
55.6% of the portfolio companies
are based in the United States.
The majority of the companies in the fund’s portfolio are large-cap stocks.
Stocks with a size of more than $10 billion in market cap make up
56% of the total holdings value.
On the other hand, small-cap stocks make up only approximately 0.1% of the portfolio.
The average market cap of the portfolio companies is close to $771 billion.
These positions were updated on February 13th based on the fund’s latest 13F filing. Quickly find out what the most recently closed or increased positions are.
| Security | Shares Owned | Value | Allocation |
|---|---|---|---|
| Apple, Inc. |
6.86%
38,962
|
$11,441,000 | 33.51% |
| Ishares Tr |
17.17%
142,064
|
$15,261,000 | 44.69% |
| United Parcel Service, Inc. |
13.85%
25,285
|
$2,959,000 | 8.67% |
| NVIDIA Corp. |
Closed
11,010
|
$1,917,000 | |
| Microsoft Corp. |
No change
11,897
|
$1,876,000 | 5.49% |
| Exxon Mobil Corp. |
No change
11,495
|
$802,000 | 2.35% |
| Advanced Micro Devices, Inc. |
Closed
23,658
|
$686,000 | |
| Disney Walt Co |
0.39%
4,646
|
$673,000 | 1.97% |
| The Boeing Co. |
6.70%
1,838
|
$598,000 | 1.75% |
| Select Sector Spdr Tr |
Closed
8,299
|
$491,000 | |
| Waitr Holdings, Inc. |
Closed
350,000
|
$450,000 | |
| Select Sector Spdr Tr |
4.49%
9,329
|
$286,000 | 0.84% |
| Occidental Pete Corp |
25.61%
6,100
|
$251,000 | 0.74% |
| Constellation Brands, Inc. |
Closed
1,200
|
$249,000 | |
| No transactions found | |||
| Showing first 500 out of 14 holdings | |||