Sy R. Lippman

@L & S Advisors Inc

Latest period2024 - Q3

Reported2mo 7d ago

Managed Assets$956.716M

Total holdings344

Assets growth rate9.08%

Assets growth rate (2-Q avg)4.12%

Continuous growth in asset value1 quarters

Portfolio positions

This chart displays the top 10 holdings in L & S Advisors Inc's 2024 - Q3 portfolio, based on their 13F SEC filing, out of a total of 344 positions.

Assets under management

The assets under management (AUM) of L & S Advisors Inc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 1 quarters. As of the latest 13F SEC filing for 2024 - Q3, they manage 956.716M in assets, with a quarterly growth rate of 9.08% and a 2-quarter average growth rate of 4.12%. The portfolio is managed by Sy R. Lippman, and others.

Portfolio holdings

Current New Position Increased Decreased Exited

Investment	Portfolio %	Reported Value	Recent Activity
RLRalph Lauren Corp Recent Activity New Position	0.77%	$7.346M 37,891 shares@ $193.87 avg price	New Position
VSTVistra Corp Recent Activity New Position	0.77%	$7.338M 61,904 shares@ $118.54 avg price	New Position
LVSLas Vegas Sands Corp Recent Activity New Position	0.7%	$6.605M 131,216 shares@ $50.34 avg price	New Position
SWKStanley Black & Decker Recent Activity New Position	0.69%	$6.594M 59,878 shares@ $110.13 avg price	New Position
URIUnited Rentals Inc Recent Activity New Position	0.69%	$6.586M 8,133 shares@ $809.73 avg price	New Position
TGTTarget Corporation Recent Activity New Position	0.68%	$6.473M 41,534 shares@ $155.87 avg price	New Position
VPUVanguard Utilities Etf Recent Activity New Position	0.65%	$6.153M 35,351 shares@ $174.06 avg price	New Position
9127⤦Us Treasury Recent Activity New Position	0.53%	$5.046M 5.055M shares@ $1.0 avg price	New Position
BLKBlackrock Inc Recent Activity New Position	0.48%	$4.54M 4,781 shares@ $949.51 avg price	New Position
JCIJohnson Controls Recent Activity New Position	0.46%	$4.35M 56,052 shares@ $77.62 avg price	New Position