Lewis Asset Management, LLC

Q4 2024 13F Holdings

  • Location
    lafayette, CA
  • Num holdings

    129

  • Value ($000)

    $130,997

  • Date Filed
    01/23/2025
  • Form type
    13F-HR
  • CIK
    0002004520
  • All SEC filings
  • Note
    Holdings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q4 2024 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
NVDA
NVDA

NVIDIA CORPORATION

COM
67066G104
$14.27M
11 %

106,263

AAPL
AAPL

APPLE INC

COM
037833100
$10.88M
8 %

43,459

META
META

META PLATFORMS INC

CL A
30303M102
$5.76M
4 %

9,830

AMZN
AMZN

AMAZON COM INC

COM
023135106
$5.53M
4 %

25,209

MSFT
MSFT

MICROSOFT CORP

COM
594918104
$4.14M
3 %

9,834

KRE
KRE

SPDR SER TR

S&P DIVID ETF
78464A763
$3.44M
3 %

26,054

BRK.B
BRK.B

BERKSHIRE HATHAWAY INC DEL

CL B NEW
084670702
$3.21M
2 %

7,078

GOOG
GOOG

ALPHABET INC

CAP STK CL C
02079K107
$3.16M
2 %

16,596

IJR
IJR

ISHARES TR

CORE S&P SCP ETF
464287804
$2.84M
2 %

24,618

RITM
RITM

RITHM CAPITAL CORP

COM NEW
64828T201
$2.48M
2 %

228,906

Rows Per Page
10
  • 10
  • 50
  • 100
1 - 10 of 129