lyons wealth management, llc.
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Contact Information
lyons wealth management, llc.
807 W. MORSE BLVD. #105
WINTER PARK FL 32789
Business Phone: 407-951-8710 13F Sector Allocation 03/31/2013
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13F Activity for 03/31/2013
[1]Market Value: $124,442,258 [1]Prior Market Value: $107,139,444 New Purchases: 29 stocks Additional Purchases: 17 stocks Sold out of: 36 stocks Reduced holdings in: 26 stocks Top 10 Holdings %: 72.14% [1] - Market Value shown here may differ from what was reported on the actual 13F filing. The market value shown here includes only those securities that the Whalewisdom parsing engine successfully extracted. Value may also be rounded. Please refer to the actual 13F filing for verification. -
13F Holdings Summary
Top 13F Holdings on 03/31/2013 Stock % of Portfolio United Parcel Service, Inc. 27.43% iShares S&P 500 Index 10.64% iShares Russell 2000 Index 10.6% ProShares Ultra Russell2000 6.77% ProShares Ultra S&P500 6.67% Major new positions on 03/31/2013 Stock % of Portfolio iShares S&P 500 Index 10.64% iShares Russell 2000 Index 10.6% ProShares Ultra Russell2000 6.77% ProShares Ultra S&P500 6.67% SPDR S&P 500 0.33%
View All HoldingsMajor positions closed on 03/31/2013 Stock Prior % of Portfolio ISHARE SP MC 400 INX 13.2% iShares Barclays 3-7 Year Treasury Bond 10.77% ProShares Ultra 7-10 Year Treasury 7.33% ProShares Ultra MidCap400 5.72% Analog Devices Inc. 0.38% -
Recent SEC Filings
Recent filings Form 13F-HR 2013-04-26 Form 13F-HR 2013-02-08 Form 13F-HR 2012-11-13 Form 13F-HR 2012-08-10 Form 13F-HR 2012-04-19 -
- Q4 2011 13F Update - 02/15/2012