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CIK: 0001392364
Total reported value
$967.4M
$967.4M
334 檔
14.1%
In Q4 2024, L & S Advisors Inc's U.S. equity holdings reached a combined market value of $967.4M, distributed across 334 disclosed stock positions.
During Q4 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, ) accounted for 14.1% of total reported equity market value during Q4 2024.
Showing top 200 holdings (of 334 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | ✓ | Stock-Other | 4.84% | — | +157.65% | ||
| 2 | AAPL | Apple Inc | Stock-Tech | 3.26% | -0.67% | -11.93% | |
| 3 | ✓ | Stock-Other | 2.36% | — | -25.17% | ||
| 4 | MSFT | Microsoft CORP | Stock-Tech | 2.32% | -0.33% | -1.20% | |
| 5 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 2.17% | -0.41% | -2.77% | |
| 6 | ✓ | Stock-Other | 1.94% | — | -20.53% | ||
| 7 | SRLN | Ss Blackstone Sr Loan ETF | ETF-Other | 1.89% | -0.08% | +62.91% | |
| 8 | AVGO | Broadcom Inc | Stock-Tech | 1.72% | -0.55% | -20.34% | |
| 9 | ✓ | Stock-Other | 1.51% | — | -4.08% | ||
| 10 | PANW | Palo Alto Networks Inc | Stock-Tech | 1.33% | +0.33% | +88.35% | |
| 11 | ✓ | Stock-Other | 1.26% | — | -1.80% | ||
| 12 | ✓ | Stock-Other | 1.24% | — | -11.56% | ||
| 13 | ✓ | Stock-Other | 1.23% | — | -29.81% | ||
| 14 | DLR | Digital Realty Trust Inc | Stock-Real Estate | 1.20% | +0.10% | +1.25% | |
| 15 | WMT | Walmart Inc | Stock-Consumer Staples | 1.16% | -0.26% | -0.93% | |
| 16 | APO | Apollo Global Management Inc | Stock-Financials | 1.15% | — | +138.05% | |
| 17 | ✓ | Stock-Other | 1.14% | — | -5.80% | ||
| 18 | ✓ | US Treasury | Stock-Other | 1.11% | — | — | |
| 19 | ✓ | Stock-Other | 1.09% | — | -39.76% | ||
| 20 | PH | Parker Hannifin CORP | Stock-Industrials | 1.09% | -0.11% | -18.95% | |
| 21 | ✓ | Stock-Other | 1.08% | — | +15.61% | ||
| 22 | WFC | Wells Fargo & Co | Stock-Financials | 1.06% | — | — | |
| 23 | ETN | Eaton Corporation plc | Stock-Industrials | 1.03% | -0.01% | -24.84% | |
| 24 | BAC | Bank Of America CORP | Stock-Financials | 1.01% | +0.96% | +1771.98% | |
| 25 | CMI | Cummins Inc | Stock-Industrials | 1.00% | +0.06% | -22.98% | |
| 26 | BSX | Boston Scientific CORP | Stock-Healthcare | 0.97% | — | +21.09% | |
| 27 | RL | Ralph Lauren CORP | Stock-Consumer Disc | 0.94% | +1.09% | NEW | |
| 28 | ✓ | Stock-Other | 0.91% | — | +290.04% | ||
| 29 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.91% | -0.10% | -34.76% | |
| 30 | STT | State Street CORP | Stock-Financials | 0.89% | +0.08% | -34.57% | |
| 31 | ✓ | Stock-Other | 0.88% | — | — | ||
| 32 | AXP | American Express Co | Stock-Financials | 0.85% | +1.10% | -7.68% | |
| 33 | ✓ | Stock-Other | 0.85% | — | -1.08% | ||
| 34 | ✓ | Stock-Other | 0.82% | — | +0.79% | ||
| 35 | ✓ | Stock-Other | 0.78% | — | +107.93% | ||
| 36 | ROK | Rockwell Automation Inc | Stock-Industrials | 0.77% | +0.08% | — | |
| 37 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.77% | -0.04% | -4.58% | |
| 38 | ✓ | Stock-Other | 0.77% | — | +360.79% | ||
| 39 | IBM | Intl Business Machines CORP | Stock-Tech | 0.76% | — | -26.56% | |
| 40 | SPG | Simon Property Group Inc | Stock-Real Estate | 0.76% | +1.00% | NEW | |
| 41 | ✓ | Stock-Other | 0.76% | — | +337.45% | ||
| 42 | ✓ | Stock-Other | 0.75% | — | -6.85% | ||
| 43 | ✓ | Stock-Other | 0.73% | — | +36.58% | ||
| 44 | DOV | Dover CORP | Stock-Industrials | 0.72% | -0.11% | -24.17% | |
| 45 | C | Citigroup Inc | Stock-Financials | 0.69% | +0.43% | — | |
| 46 | ✓ | Stock-Other | 0.68% | — | +125.38% | ||
| 47 | EXE | Expand Energy CORP | Stock-Energy | 0.68% | — | — | |
| 48 | APD | Air Products & Chemicals Inc | Stock-Materials | 0.68% | — | -1.27% | |
| 49 | MRVL | Marvell Technology Inc | Stock-Tech | 0.66% | +0.38% | NEW | |
| 50 | ✓ | Stock-Other | 0.65% | — | — |
According to official SEC Form 13F filings, L & S Advisors Inc reported a total U.S. public equity portfolio value of $967.4M across 334 disclosed positions in Q4 2024.
During Q4 2024, L & S Advisors Inc's top holdings by market value included (4.8%)、AAPL (3.3%)、 (2.4%). The largest single position, , represented 4.8% 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 Q4 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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