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Sy R. Lippman

@L & S Advisors Inc

Latest period2024 - Q3ReportedManaged Assets$956.716MTotal 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

CurrentNew PositionIncreasedDecreasedExited
InvestmentPortfolio %Reported Value
DHID.r. Horton
Recent Activity
Increased 222.67%
1.11%
$10.541M
55,256 shares@ $190.77 avg price
DLRDigital Realty Trust Inc
Recent Activity
Decreased -7.74%
1.04%
$9.89M
61,111 shares@ $161.83 avg price
FCXFreeport Mcmoran Inc
Recent Activity
New Position
1.03%
$9.817M
196,648 shares@ $49.92 avg price
GOOGLAlphabet Inc A
Recent Activity
Decreased -45.12%
1.01%
$9.651M
58,194 shares@ $165.85 avg price
WMTWal-mart Stores Inc
Recent Activity
Increased 27.83%
1%
$9.507M
117,728 shares@ $80.75 avg price
IBMIbm Corp
Recent Activity
New Position
0.99%
$9.464M
42,810 shares@ $221.09 avg price
ORCLOracle Corp
Recent Activity
New Position
0.96%
$9.169M
53,809 shares@ $170.41 avg price
AMDAdvanced Micro Devices
Recent Activity
Increased 331.94%
0.95%
$9.033M
55,055 shares@ $164.08 avg price
ELSEquity Lifestyle Ppties
Recent Activity
Increased 28.87%
0.93%
$8.89M
124,617 shares@ $71.35 avg price
DOVDover Corp
Recent Activity
Increased 23.56%
0.93%
$8.84M
46,105 shares@ $191.75 avg price