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CIK: 0001392364
Total reported value
$967.4M
$967.4M
332 檔
9.5%
As reported in its official Q1 2024 Form 13F filing, L & S Advisors Inc's tracked investment portfolio stood at $967.4M with 332 total positions.
During Q1 2024, L & S Advisors Inc's portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
In terms of portfolio concentration, the top 5 core holdings (including AAPL, MSFT, AMZN) accounted for 9.5% of total reported equity market value during Q1 2024.
Showing top 200 holdings (of 332 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | AAPL | Apple Inc | Stock-Tech | 2.61% | -0.67% | +12.91% | |
| 2 | MSFT | Microsoft CORP | Stock-Tech | 2.30% | -0.33% | -21.41% | |
| 3 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.88% | -0.41% | -25.24% | |
| 4 | ✓ | Stock-Other | 1.83% | — | -45.05% | ||
| 5 | ✓ | Stock-Other | 1.77% | — | -40.61% | ||
| 6 | ✓ | Stock-Other | 1.76% | — | +0.13% | ||
| 7 | LLY | Eli Lilly & Co | Stock-Healthcare | 1.60% | -0.10% | -12.64% | |
| 8 | ✓ | Stock-Other | 1.57% | — | +0.14% | ||
| 9 | ✓ | Stock-Other | 1.36% | — | -16.62% | ||
| 10 | ✓ | Stock-Other | 1.32% | — | +295.09% | ||
| 11 | C | Citigroup Inc | Stock-Financials | 1.29% | +0.43% | — | |
| 12 | ✓ | Stock-Other | 1.25% | — | -12.84% | ||
| 13 | ✓ | US Treasury | Stock-Other | 1.20% | — | — | |
| 14 | ✓ | Stock-Other | 1.19% | — | +493.94% | ||
| 15 | DIS | Walt Disney Co/the | Stock-Comm Services | 1.13% | — | +305.20% | |
| 16 | ✓ | Jpmorgan Chase Financial | Stock-Other | 1.12% | — | — | |
| 17 | ABT | Abbott Laboratories | Stock-Healthcare | 1.09% | -0.05% | +371.28% | |
| 18 | ETN | Eaton Corporation plc | Stock-Industrials | 1.08% | -0.01% | -29.67% | |
| 19 | TSM | Taiwan Semiconductor-sp Adr | Stock-Tech | 1.07% | +0.20% | +159.65% | |
| 20 | LRCXEUR | Lam Research CORP | Stock-Tech | 1.05% | — | +44.35% | |
| 21 | INTU | Intuit Inc | Stock-Tech | 1.03% | -0.16% | EXIT | |
| 22 | ✓ | Stock-Other | 1.02% | — | -40.64% | ||
| 23 | CAT | Caterpillar Inc | Stock-Industrials | 1.01% | +0.35% | — | |
| 24 | IWM | Ishares Russell 2000 ETF | ETF-Small Cap | 0.99% | — | +98.43% | |
| 25 | HD | Home Depot Inc | Stock-Consumer Disc | 0.99% | -0.02% | +175.71% | |
| 26 | BAC | Bank Of America CORP | Stock-Financials | 0.98% | +0.96% | +1904.78% | |
| 27 | ✓ | Stock-Other | 0.97% | — | — | ||
| 28 | NVO | Novo-nordisk A/s-spons Adr | Stock-Healthcare | 0.96% | — | +0.99% | |
| 29 | ✓ | Stock-Other | 0.94% | — | +277.81% | ||
| 30 | ✓ | Stock-Other | 0.91% | — | -3.20% | ||
| 31 | ✓ | Stock-Other | 0.89% | — | -4.47% | ||
| 32 | OKE | Oneok Inc | Stock-Energy | 0.86% | -0.52% | +246.22% | |
| 33 | SRLN | Ss Blackstone Sr Loan ETF | ETF-Other | 0.81% | -0.08% | +1807.01% | |
| 34 | ✓ | Stock-Other | 0.77% | — | -32.74% | ||
| 35 | ✓ | Stock-Other | 0.76% | — | +94.59% | ||
| 36 | ✓ | Stock-Other | 0.76% | — | -2.06% | ||
| 37 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.76% | -0.04% | -0.11% | |
| 38 | GE | General Electric | Stock-Industrials | 0.75% | — | -17.93% | |
| 39 | WMT | Walmart Inc | Stock-Consumer Staples | 0.75% | -0.26% | +147.43% | |
| 40 | ✓ | Stock-Other | 0.75% | — | +89.50% | ||
| 41 | EMN | Eastman Chemical Co | Stock-Materials | 0.74% | — | — | |
| 42 | PSX | Phillips 66 | Stock-Energy | 0.74% | — | — | |
| 43 | URI | United Rentals Inc | Stock-Industrials | 0.73% | +0.50% | NEW | |
| 44 | SCCO | Southern Copper CORP | Stock-Materials | 0.72% | — | — | |
| 45 | ✓ | Stock-Other | 0.72% | — | — | ||
| 46 | ✓ | Stock-Other | 0.72% | — | — | ||
| 47 | CTRA | Coterra Energy Inc | Stock-Energy | 0.72% | — | — | |
| 48 | ✓ | Stock-Other | 0.72% | — | +11.32% | ||
| 49 | MLM | Martin Marietta Materials | Stock-Materials | 0.71% | — | — | |
| 50 | BSX | Boston Scientific CORP | Stock-Healthcare | 0.71% | — | — |
According to official SEC Form 13F filings, L & S Advisors Inc reported a total U.S. public equity portfolio value of $967.4M across 332 disclosed positions in Q1 2024.
During Q1 2024, L & S Advisors Inc's top holdings by market value included AAPL (2.6%)、MSFT (2.3%)、AMZN (1.9%). The largest single position, AAPL, represented 2.6% of total portfolio value.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In Q1 2024, L & S Advisors Inc made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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