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
Investment | Portfolio % | Reported Value | Recent Activity |
---|---|---|---|
BIDUBaidu Inc (adr)
| 0.18% | $1.677M 15,923 shares@ $105.3 avg price | New Position |
SPOTSpotify
| 0.18% | $1.636M 4,439 shares@ $368.54 avg price | New Position |
ZGZillow Group
| 0.17% | $1.579M 25,500 shares@ $61.93 avg price | New Position |
MTHMeritage Homes Corp
| 0.14% | $1.338M 6,524 shares@ $205.08 avg price | New Position |
TMUST-mobile Us Inc
| 0.14% | $1.332M 6,455 shares@ $206.37 avg price | New Position |
0925⤦Blackrock Tcp Cap
| 0.14% | $1.323M 1.3M shares@ $1.02 avg price | New Position |
9127⤦Us Treasury
| 0.14% | $1.28M 1.298M shares@ $0.99 avg price | New Position |
ATIAti Inc
| 0.14% | $1.279M 19,112 shares@ $66.92 avg price | New Position |
BTSGBrightspring Health Services
| 0.14% | $1.247M 84,945 shares@ $14.69 avg price | New Position |
9128⤦Us Treasury
| 0.14% | $1.244M 1.25M shares@ $1.0 avg price | New Position |