Lyons Wealth Management, LLC.

13F Filings History

Latest 13F report
Q4 2019 - Feb 13, 2020
Value $
$34.1M
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 12 stock holdings with total value $34.1M 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 $4.44B Huntington, NY 028-14953
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q4 2019 12 $34.1M +$737K -$7.53M -$6.8M AAPL, IEF, IEI, SHY, UPS 13F-HR 2/12/2020, 08:12 PM
Q3 2019 17 $38.4M +$893K -$5.35M -$4.46M AAPL, IEF, IEI, SHY, UPS 13F-HR 11/12/2019, 09:29 AM
Q2 2019 17 $41.9M +$14.8M -$7.91M +$6.84M AAPL, IEI, IEF, SHY, UPS 13F-HR 8/13/2019, 04:59 PM
Q1 2019 12 $35.6M +$20.8M -$17M +$3.78M UPS, IEF, IEI, SHY, NTAP 13F-HR 5/14/2019, 01:43 PM
Q4 2018 36 $29.8M +$1.69M -$13.5M -$11.8M UPS, NTAP, MSFT, WM, XOM 13F-HR 2/11/2019, 08:16 PM
Q3 2018 42 $49.5M +$2.43M -$30.8M -$28.4M UPS, NTAP, IEI, SHY, MSFT 13F-HR 11/9/2018, 05:17 PM
Q2 2018 43 $69.3M +$7.78M -$8.56M -$784K AAPL, UPS, NTAP, IEI, SHY 13F-HR 8/13/2018, 04:28 PM
Q1 2018 49 $65.7M +$14.8M -$6.66M +$8.17M AAPL, UPS, NTAP, IEI, SHY 13F-HR 5/8/2018, 02:01 PM
Q4 2017 43 $57.8M +$11M -$18.8M -$7.76M UPS, AAPL, NTAP, XOM, TXN 13F-HR 2/7/2018, 05:44 PM
Q3 2017 43 $63M +$6.43M -$14.8M -$8.35M AAPL, UPS, MSFT, NTAP, BA 13F-HR 11/13/2017, 08:00 AM
Q2 2017 50 $69.1M +$10.2M -$5.58M +$4.6M UPS, AAPL, MSFT, QCOM, NTAP 13F-HR 8/11/2017, 04:32 PM
Q1 2017 39 $50.2M +$6.46M -$8.82M -$2.36M AAPL, MSFT, QCOM, NTAP, XOM 13F-HR 5/12/2017, 06:50 PM
Q4 2016 45 $73M +$3.9M -$6.46M -$2.57M UPS, AAPL, MSFT, QCOM, NTAP 13F-HR 2/9/2017, 01:26 PM
Q3 2016 48 $71.2M +$7.32M -$6.52M +$803K UPS, AAPL, MSFT, QCOM, XOM 13F-HR 11/7/2016, 04:36 PM
Q2 2016 45 $66.1M +$6.66M -$7.98M -$1.32M UPS, AAPL, MSFT, QCOM, NTAP 13F-HR 8/9/2016, 02:46 PM
Q1 2016 46 $68.7M +$3.85M -$15.7M -$11.8M UPS, AAPL, MSFT, QCOM, NTAP 13F-HR 5/19/2016, 08:04 PM
Q4 2015 57 $77.5M +$8.77M -$8.43M +$342K UPS, AAPL, MSFT, QCOM, NTAP 13F-HR 2/11/2016, 01:33 PM
Q3 2015 48 $76.8M +$6.06M -$12.7M -$6.68M UPS, AAPL, MSFT, QCOM, NTAP 13F-HR 11/12/2015, 03:00 PM
Q2 2015 57 $87.6M +$8.42M -$11.6M -$3.19M UPS, AAPL, MSFT, QCOM, NTAP 13F-HR 8/10/2015, 07:53 PM
Q1 2015 50 $91.8M +$11.8M -$11.7M +$144K UPS, AAPL, MSFT, QCOM, NTAP 13F-HR 5/13/2015, 01:44 PM
Q4 2014 49 $95.1M +$18.5M -$22M -$3.48M UPS, AAPL, MSFT, QCOM, NTAP 13F-HR 2/12/2015, 06:10 PM
Q3 2014 57 $92.7M +$19.6M -$29.9M -$10.4M UPS, AAPL, MSFT, QCOM, NTAP 13F-HR 11/14/2014, 01:50 PM
Q2 2014 68 $103M +$35.6M -$28.8M +$6.83M UPS, AAPL, MSFT, QCOM, IVV 13F-HR 8/11/2014, 09:37 AM
Q1 2014 62 $99.8M +$25.5M -$30.4M -$4.97M UPS, AAPL, IVV, IWM, MSFT 13F-HR 5/13/2014, 07:09 PM
Q4 2013 57 $106M $0 $0 UPS, IVV, IJH, AAPL, SSO Restatement 2/10/2014, 02:25 PM