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 |
---|---|---|---|
AAPLApple Inc
| 3.29% | $31.424M 134,868 shares@ $233.0 avg price | Decreased -10.11% |
NVDANvidia Corp
| 2.72% | $25.988M 213,998 shares@ $121.44 avg price | Increased 17.21% |
MSFTMicrosoft Corporation
| 2.29% | $21.829M 50,731 shares@ $430.3 avg price | Decreased -14.56% |
METAMeta Platforms Inc
| 2.28% | $21.77M 38,031 shares@ $572.44 avg price | Decreased -4.08% |
AMZNAmazon.com Inc
| 1.81% | $17.257M 92,614 shares@ $186.34 avg price | Decreased -13.81% |
SPYSpdr S&p 500 Etf
| 1.76% | $16.794M 29,271 shares@ $573.76 avg price | Decreased -0.74% |
AVGOBroadcom Limited
| 1.53% | $14.633M 84,831 shares@ $172.51 avg price | Increased 1129.08% |
LLYEli Lilly & Company
| 1.53% | $14.597M 16,477 shares@ $885.92 avg price | Decreased -13.8% |
DIADj Industrial Etf
| 1.5% | $14.309M 33,819 shares@ $423.12 avg price | Decreased -0.88% |
GSGoldman Sachs
| 1.5% | $14.285M 28,853 shares@ $495.11 avg price | Decreased -1.66% |