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L & S ADVISORS INC

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LOS ANGELES CA Investment Advisor
13F Summary

Subscription Required

Equal-WT
WhaleScore 2.0 ?

85

S&P 500
WhaleScore ?

Subscription Required

Equal-WT
WhaleScore 1.0 ?

L & S Advisors is based out of Los Angeles. L & S Advisors is a large advisory firm with 903 clients and discretionary assets under management (AUM) of $830,523,484 (Form ADV from 2023-06-28). Their last reported 13F filing for Q4 2023 included $797,698,091 in managed 13F securities and a top 10 holdings concentration of 21.78%. L & S Advisors's largest holding is Microsoft Corp. with shares held of 61,455. Whalewisdom has at least 72 13F filings

2023-12-31

Top Buys (13F)

2023-12-31

Top Sells (13F)

2023-12-31

13F Holdings Summary

Name $ Change
MSFT Microsoft Corp. 2.82%
AAPL Apple Inc 2.8%
UNKNOWN US TREASURY 2.65%
TNAJI US TREASURY NOTE 4 3 2.53%
META Meta Platforms Inc 2.34%

2023-12-31

13F Activity

Market Value $0.82b, Prior: $0.70b
New Purchases 67 stocks
Added To 83 stocks
Sold out of 62 stocks
Reduced holdings in 79 stocks
Top 10 Holdings % 21.17%
Turnover %[1] 50%
Turnover Alt %[2] 28.65%
Time Held Top 20 6.6842 quarters
Time Held Top 10 7 quarters
Time Held All 9.13 quarters

[1]: Turnover is calculated by taking the # of new holdings (initial purchases) + the # of positions sold out of (not just reduced) divided by the total # of holdings for the quarter.

[2]: Alt Turnover is calculated by taking either the total MV of new purchases or the MV of securities sold, whichever is less, divided by the total MV of the fund.

2023-12-31

13F Sector Allocation Over Time

2023-12-31

Analysis

Top 20 equal-weighted holdings. Performance numbers calculated through 2023-12-31

Portfolio Performance