• 13F History

Lyons Wealth Management, LLC.

13F Filings History

Latest 13F report
Q4 2019 - Feb 13, 2020
Value $
$34.2M
Signature - Title
Sahira Lopez - Operations Manager
Location
Winter Park, FL
Summary
This page shows a list of all the recent 13F filings made by Lyons Wealth Management, LLC.. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Lyons Wealth Management, LLC. reported 13 stock holdings with total value $34.2M as of Q4 2019. Top holdings included AAPL, IEF, IEI, SHY, and UPS.
Holdings Value

List of Other Managers Reporting for Lyons Wealth Management, LLC.:

Name Holdings Value Location File Number
Catalyst Capital Advisors LLC $4.69B Huntington, NY 028-14953
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q4 2019 13 $34.2M +$737K -$3.74M -$3M AAPL, IEF, IEI, SHY, UPS 13F-HR 2/12/2020, 07:12 PM
Q3 2019 17 $38.4M +$893K -$4.1M -$3.2M AAPL, IEF, IEI, SHY, UPS 13F-HR 11/12/2019, 08:29 AM
Q2 2019 17 $41.9M +$14.8M -$7.67M +$7.08M AAPL, IEI, IEF, SHY, UPS 13F-HR 8/13/2019, 04:59 PM
Q1 2019 12 $35.6M +$20.8M -$1.56M +$19.2M UPS, IEF, IEI, SHY, NTAP 13F-HR 5/14/2019, 01:43 PM
Q4 2018 36 $29.8M +$1.69M -$10.2M -$8.47M UPS, NTAP, MSFT, WM, XOM 13F-HR 2/11/2019, 07:16 PM
Q3 2018 42 $49.5M +$2.43M -$30.2M -$27.8M UPS, NTAP, IEI, SHY, MSFT 13F-HR 11/9/2018, 04:17 PM
Q2 2018 43 $69.3M +$7.78M -$2.42M +$5.36M AAPL, UPS, NTAP, IEI, SHY 13F-HR 8/13/2018, 04:28 PM
Q1 2018 49 $65.7M +$14.8M -$4.09M +$10.7M AAPL, UPS, NTAP, IEI, SHY 13F-HR 5/8/2018, 02:01 PM
Q4 2017 42 $57.9M +$11M -$4.84M +$6.2M UPS, AAPL, NTAP, XOM, TXN 13F-HR 2/7/2018, 04:44 PM
Q3 2017 43 $63.4M +$6.71M -$2.19M +$4.52M AAPL, UPS, MSFT, NTAP, BA 13F-HR 11/13/2017, 07:00 AM
Q2 2017 51 $69.2M +$10.2M -$7.8M +$2.39M UPS, AAPL, MSFT, QCOM, NTAP 13F-HR 8/11/2017, 04:32 PM
Q1 2017 42 $50.6M +$6.84M -$1.05M +$5.79M AAPL, MSFT, QCOM, NTAP, XOM 13F-HR 5/12/2017, 06:50 PM
Q4 2016 44 $73M +$4.36M -$2.73M +$1.62M UPS, AAPL, MSFT, QCOM, NTAP 13F-HR 2/9/2017, 12:26 PM
Q3 2016 50 $72.1M +$8.21M -$2.38M +$5.84M UPS, AAPL, MSFT, QCOM, XOM 13F-HR 11/7/2016, 03:36 PM
Q2 2016 46 $66.1M +$6.66M -$3.39M +$3.27M UPS, AAPL, MSFT, QCOM, NTAP 13F-HR 8/9/2016, 02:46 PM
Q1 2016 50 $69.1M +$4.2M -$9.17M -$4.97M UPS, AAPL, MSFT, QCOM, NTAP 13F-HR 5/19/2016, 08:04 PM
Q4 2015 58 $77.5M UPS, AAPL, MSFT, QCOM, NTAP 13F-HR 2/11/2016, 12:33 PM
Q3 2015 49 $76.9M UPS, AAPL, MSFT, QCOM, NTAP 13F-HR 11/12/2015, 02:00 PM
Q2 2015 61 $87.6M +$8.44M -$4.97M +$3.47M UPS, AAPL, MSFT, QCOM, NTAP 13F-HR 8/10/2015, 07:53 PM
Q1 2015 56 $92.1M +$11.9M -$1.5M +$10.4M UPS, AAPL, MSFT, QCOM, NTAP 13F-HR 5/13/2015, 01:44 PM
Q4 2014 54 $95.3M +$18.6M -$4.8M +$13.8M UPS, AAPL, MSFT, QCOM, NTAP 13F-HR 2/12/2015, 05:10 PM
Q3 2014 61 $93.3M +$20.2M -$7.47M +$12.7M UPS, AAPL, MSFT, QCOM, NTAP 13F-HR 11/14/2014, 12:50 PM
Q2 2014 72 $111M +$36.1M -$16.4M +$19.7M UPS, AAPL, SPXCXXXX, MSFT, QCOM 13F-HR 8/11/2014, 09:37 AM
Q1 2014 63 $114M +$40M -$7.14M +$32.8M UPS, SPXCXXXX, AAPL, IVV, IWM 13F-HR 5/13/2014, 07:09 PM
Q4 2013 56 $106M UPS, IVV, IJH, AAPL, SSO Restatement 2/10/2014, 01:25 PM