Equal-WT
WhaleScore 2.0
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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)
Name | % Change |
---|---|
CRWD Crowdstrike Holdings | 1.14% |
BA Boeing Company | 1.13% |
GS Goldman Sachs Group | 1.11% |
DHI D.R. Horton, Inc. | 1.05% |
PANW Palo Alto Networks I | 0.94% |
2023-12-31
Top Sells (13F)
Name | % Change |
---|---|
XOM ExxonMobil Corp. (St | 1.65% |
SRLN SPDR Blackstone Seni | 1.51% |
COP ConocoPhillips (Phil | 1.45% |
TNAJI US TREASURY NOTE 4 3 (PRN) | 1.31% |
LLY Lilly (Eli) & Co. | 1.25% |
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