13F Filings History of Lyons Wealth Management, LLC.

Latest 13F report
Q4 2019 - 13 Feb 2020
Value $
$34,147,000
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 $34,147,000 as of Q4 2019. Top holdings included AAPL, IEF, IEI, SHY, and UPS.

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Holdings Value

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

Name Holdings Value Location File Number
Catalyst Capital Advisors LLC $4,865,877,452 San Juan 028-14953
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Filing Time
Q4 2019 12 $34,147,000 +$736,720 -$7,532,286 -$6,795,566 AAPL, IEF, IEI, SHY, UPS 13F-HR 12 Feb 2020, 20:12
Q3 2019 17 $38,432,000 +$893,207 -$5,348,480 -$4,455,273 AAPL, IEF, IEI, SHY, UPS 13F-HR 12 Nov 2019, 09:29
Q2 2019 17 $41,868,000 +$14,756,384 -$7,913,700 +$6,842,684 AAPL, IEI, IEF, SHY, UPS 13F-HR 13 Aug 2019, 16:59
Q1 2019 12 $35,577,000 +$20,775,104 -$16,992,935 +$3,782,169 UPS, IEF, IEI, SHY, NTAP 13F-HR 14 May 2019, 13:43
Q4 2018 36 $29,769,000 +$1,694,344 -$13,505,118 -$11,810,774 UPS, NTAP, MSFT, WM, XOM 13F-HR 11 Feb 2019, 20:16
Q3 2018 42 $49,545,000 +$2,431,712 -$30,834,223 -$28,402,511 UPS, NTAP, IEI, SHY, MSFT 13F-HR 09 Nov 2018, 17:17
Q2 2018 43 $69,343,000 +$7,779,043 -$8,563,279 -$784,236 AAPL, UPS, NTAP, IEI, SHY 13F-HR 13 Aug 2018, 16:28
Q1 2018 49 $65,651,000 +$14,829,639 -$6,663,433 +$8,166,206 AAPL, UPS, NTAP, IEI, SHY 13F-HR 08 May 2018, 14:01
Q4 2017 43 $57,842,000 +$11,036,278 -$18,797,956 -$7,761,678 UPS, AAPL, NTAP, XOM, TXN 13F-HR 07 Feb 2018, 17:44
Q3 2017 43 $63,018,000 +$6,425,833 -$14,775,959 -$8,350,126 AAPL, UPS, MSFT, NTAP, BA 13F-HR 13 Nov 2017, 08:00
Q2 2017 50 $69,074,000 +$10,185,428 -$5,583,641 +$4,601,787 UPS, AAPL, MSFT, QCOM, NTAP 13F-HR 11 Aug 2017, 16:32
Q1 2017 39 $50,216,000 +$6,461,648 -$8,824,320 -$2,362,672 AAPL, MSFT, QCOM, NTAP, XOM 13F-HR 12 May 2017, 18:50
Q4 2016 45 $73,005,000 +$3,898,698 -$6,463,831 -$2,565,133 UPS, AAPL, MSFT, QCOM, NTAP 13F-HR 09 Feb 2017, 13:26
Q3 2016 48 $71,212,000 +$7,323,950 -$6,521,264 +$802,686 UPS, AAPL, MSFT, QCOM, XOM 13F-HR 07 Nov 2016, 16:36
Q2 2016 45 $66,065,000 +$6,661,143 -$7,977,290 -$1,316,147 UPS, AAPL, MSFT, QCOM, NTAP 13F-HR 09 Aug 2016, 14:46
Q1 2016 46 $68,736,000 +$3,849,988 -$15,673,933 -$11,823,945 UPS, AAPL, MSFT, QCOM, NTAP 13F-HR 19 May 2016, 20:04
Q4 2015 57 $77,531,000 +$8,771,209 -$8,429,524 +$341,685 UPS, AAPL, MSFT, QCOM, NTAP 13F-HR 11 Feb 2016, 13:33
Q3 2015 48 $76,796,000 +$6,064,313 -$12,744,470 -$6,680,157 UPS, AAPL, MSFT, QCOM, NTAP 13F-HR 12 Nov 2015, 15:00
Q2 2015 57 $87,552,000 +$8,422,142 -$11,607,851 -$3,185,709 UPS, AAPL, MSFT, QCOM, NTAP 13F-HR 10 Aug 2015, 19:53
Q1 2015 50 $91,844,000 +$11,820,010 -$11,675,650 +$144,360 UPS, AAPL, MSFT, QCOM, NTAP 13F-HR 13 May 2015, 13:44
Q4 2014 49 $95,146,000 +$18,514,206 -$21,995,641 -$3,481,435 UPS, AAPL, MSFT, QCOM, NTAP 13F-HR 12 Feb 2015, 18:10
Q3 2014 57 $92,708,000 +$19,573,869 -$29,949,669 -$10,375,800 UPS, AAPL, MSFT, QCOM, NTAP 13F-HR 14 Nov 2014, 13:50
Q2 2014 68 $103,392,000 +$35,599,149 -$28,772,903 +$6,826,246 UPS, AAPL, MSFT, QCOM, IVV 13F-HR 11 Aug 2014, 09:37
Q1 2014 62 $99,830,000 +$25,469,944 -$30,440,569 -$4,970,625 UPS, AAPL, IVV, IWM, MSFT 13F-HR 13 May 2014, 19:09
Q4 2013 57 $106,051,000 $0 $0 $0 UPS, IVV, IJH, AAPL, SSO Restatement 10 Feb 2014, 14:25