Lewis Asset Management, LLC

13F Filings History

Latest 13F report: Q3 2024 - Oct 31, 2024
Value $: $137M
Signature - Title: David W. Lewis - Chief Compliance Officer
Location: Lafayette, CA
Summary: This page shows a list of all the recent 13F filings made by Lewis Asset Management, LLC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Lewis Asset Management, LLC reported 131 stock holdings with total value $137M as of Q3 2024. Top holdings included AAPL, NVDA, META, MSFT, and AMZN.

Holdings Value

Quarter	Holdings	Value $	Bought	Sold	Net	Top Holdings	Form Type	Date Filed
Q3 2024	131	$137M	+$12.2M	-$9.87M	+$2.31M	AAPL, NVDA, META, MSFT, AMZN	13F-HR	10/31/2024, 02:53 PM
Q2 2024	117	$131M	+$18.3M	-$3.19M	+$15.1M	NVDA, AAPL, META, MSFT, AMZN	13F-HR	7/30/2024, 10:13 AM
Q1 2024	117	$121M	+$7.72M	-$7.27M	+$443K	AAPL, NVDA, META, MSFT, AMZN	13F-HR	5/1/2024, 01:59 PM
Q4 2023	109	$109M	$0	$0		AAPL, NVDA, META, MSFT, AMZN	13F-HR	1/23/2024, 04:15 PM