test

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
CLColgate-palmolive Company
Recent Activity
New Position
0.45%
$4.295M
41,373 shares@ $103.81 avg price
SHWSherwin Williams Co
Recent Activity
New Position
0.43%
$4.106M
10,758 shares@ $381.68 avg price
KWEBKraneshares Csi China Internet
Recent Activity
New Position
0.37%
$3.455M
101,555 shares@ $34.02 avg price
FXIIshares China Large Cap
Recent Activity
New Position
0.36%
$3.373M
106,138 shares@ $31.79 avg price
AMLPAlerian Mlp Etf
Recent Activity
New Position
0.36%
$3.356M
71,198 shares@ $47.14 avg price
APOApollo Global Mgt
Recent Activity
New Position
0.35%
$3.337M
26,718 shares@ $124.91 avg price
TFCTruist Financial
Recent Activity
New Position
0.35%
$3.28M
76,699 shares@ $42.77 avg price
CMGChipotle Mexican Grill
Recent Activity
New Position
0.35%
$3.256M
56,513 shares@ $57.62 avg price
IBPInstalled Building Products
Recent Activity
New Position
0.34%
$3.204M
13,010 shares@ $246.28 avg price
IIPRInnovative Ind Properties
Recent Activity
New Position
0.31%
$2.956M
21,964 shares@ $134.6 avg price