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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
9127⤦Us Treasury
Recent Activity
New Position
0.92%
$8.767M
8.823M shares@ $1.0 avg price
LMTLockheed Martin
Recent Activity
New Position
0.91%
$8.636M
14,773 shares@ $584.57 avg price
CBChubb Ltd
Recent Activity
New Position
0.91%
$8.623M
29,899 shares@ $288.4 avg price
LRCXLam Research Corp
Recent Activity
New Position
0.88%
$8.376M
10,264 shares@ $816.09 avg price
MMM3m Company
Recent Activity
New Position
0.87%
$8.311M
60,799 shares@ $136.7 avg price
AXPAmerican Express
Recent Activity
Increased 13.85%
0.81%
$7.685M
28,337 shares@ $271.21 avg price
QCOMQualcomm Inc
Recent Activity
Increased 41.98%
0.8%
$7.561M
44,461 shares@ $170.05 avg price
RLRalph Lauren Corp
Recent Activity
New Position
0.77%
$7.346M
37,891 shares@ $193.87 avg price
VSTVistra Corp
Recent Activity
New Position
0.77%
$7.338M
61,904 shares@ $118.54 avg price
VTIVanguard Total Stock Etf
Recent Activity
Decreased -0.14%
0.76%
$7.227M
25,522 shares@ $283.17 avg price