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CIK: 0001392364
Total reported value
$967.4M
$967.4M
352 檔
11.0%
The Q1 2025 SEC filing reveals that L & S Advisors Inc held a total portfolio value of $967.4M, covering 352 public equity positions.
In Q1 2025, L & S Advisors Inc displayed an active expansion posture, initiating 200 new positions and adding to 0 existing holdings, outstripping position reductions.
In terms of portfolio concentration, the top 5 core holdings (including SRLN, AAPL, ) accounted for 11.0% of total reported equity market value during Q1 2025.
Showing top 200 holdings (of 352 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | SRLN | Ss Blackstone Sr Loan ETF | ETF-Other | 3.19% | -0.08% | +52.20% | |
| 2 | AAPL | Apple Inc | Stock-Tech | 3.02% | -0.67% | -7.15% | |
| 3 | ✓ | Stock-Other | 2.76% | — | +4968.90% | ||
| 4 | ✓ | Stock-Other | 2.15% | — | +0.59% | ||
| 5 | ✓ | Stock-Other | 2.03% | — | -60.91% | ||
| 6 | MSFT | Microsoft CORP | Stock-Tech | 1.86% | -0.33% | -19.78% | |
| 7 | ✓ | Stock-Other | 1.83% | — | -14.91% | ||
| 8 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.72% | -0.41% | -18.74% | |
| 9 | ✓ | Stock-Other | 1.69% | — | +96.58% | ||
| 10 | ✓ | Stock-Other | 1.66% | — | -0.96% | ||
| 11 | LLY | Eli Lilly & Co | Stock-Healthcare | 1.64% | -0.10% | +49.55% | |
| 12 | ✓ | Stock-Other | 1.54% | — | +4958.46% | ||
| 13 | PANW | Palo Alto Networks Inc | Stock-Tech | 1.39% | +0.33% | -0.87% | |
| 14 | ABBV | Abbvie Inc | Stock-Healthcare | 1.39% | +0.49% | +188.97% | |
| 15 | NOC | Northrop Grumman CORP | Stock-Industrials | 1.25% | -1.05% | EXIT | |
| 16 | ✓ | Stock-Other | 1.19% | — | +48.56% | ||
| 17 | ABT | Abbott Laboratories | Stock-Healthcare | 1.13% | -0.05% | +282.44% | |
| 18 | ✓ | Stock-Other | 1.07% | — | +2.31% | ||
| 19 | ✓ | Stock-Other | 1.06% | — | -25.13% | ||
| 20 | AVGO | Broadcom Inc | Stock-Tech | 1.02% | -0.55% | -26.79% | |
| 21 | WMB | Williams Cos Inc | Stock-Energy | 0.99% | -0.75% | +73.01% | |
| 22 | ✓ | Stock-Other | 0.99% | — | -26.55% | ||
| 23 | ✓ | Stock-Other | 0.99% | — | +4.08% | ||
| 24 | EXE | Expand Energy CORP | Stock-Energy | 0.93% | — | +8.02% | |
| 25 | GILD | Gilead Sciences Inc | Stock-Healthcare | 0.90% | -1.32% | EXIT | |
| 26 | ✓ | Stock-Other | 0.88% | — | +119.84% | ||
| 27 | ✓ | Stock-Other | 0.88% | — | — | ||
| 28 | PH | Parker Hannifin CORP | Stock-Industrials | 0.87% | -0.11% | -25.17% | |
| 29 | ✓ | Stock-Other | 0.87% | — | -25.90% | ||
| 30 | ROP | Roper Technologies Inc | Stock-Tech | 0.85% | — | — | |
| 31 | CVS | Cvs Health CORP | Stock-Healthcare | 0.84% | +0.51% | NEW | |
| 32 | ALL | Allstate CORP | Stock-Financials | 0.83% | — | +110.84% | |
| 33 | ETN | Eaton Corporation plc | Stock-Industrials | 0.82% | -0.01% | -13.39% | |
| 34 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.82% | -0.04% | -0.25% | |
| 35 | BSX | Boston Scientific CORP | Stock-Healthcare | 0.79% | — | -35.60% | |
| 36 | ✓ | Stock-Other | 0.79% | — | +126.34% | ||
| 37 | ✓ | Stock-Other | 0.78% | — | -24.32% | ||
| 38 | ✓ | Stock-Other | 0.68% | — | +53.94% | ||
| 39 | ✓ | Stock-Other | 0.68% | — | -29.20% | ||
| 40 | ✓ | US Treasury | Stock-Other | 0.66% | — | — | |
| 41 | ✓ | US Treasury | Stock-Other | 0.64% | — | +1813.45% | |
| 42 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.63% | -0.01% | +386.89% | |
| 43 | ✓ | Stock-Other | 0.61% | — | -25.72% | ||
| 44 | FTEXX | Fidelity Muni Mmkt | Stock-Other | 0.57% | — | +1.75% | |
| 45 | C | Citigroup Inc | Stock-Financials | 0.55% | +0.43% | -29.62% | |
| 46 | WMT | Walmart Inc | Stock-Consumer Staples | 0.55% | -0.26% | -56.36% | |
| 47 | IBM | Intl Business Machines CORP | Stock-Tech | 0.54% | — | -44.23% | |
| 48 | STT | State Street CORP | Stock-Financials | 0.54% | +0.08% | -41.61% | |
| 49 | BNY | Bank Of New York Mellon CORP | Stock-Financials | 0.53% | +0.15% | — | |
| 50 | TSM | Taiwan Semiconductor-sp Adr | Stock-Tech | 0.53% | +0.20% | -0.50% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | SRLN | Ss Blackstone Sr Loan ETF | — | NEW | New buy |
| 2 | AAPL | Apple Inc | — | NEW | New buy |
| 3 | ✓ | — | NEW | New buy | |
| 4 | ✓ | — | NEW | New buy | |
| 5 | ✓ | — | NEW | New buy | |
| 6 | MSFT | Microsoft CORP | — | NEW | New buy |
| 7 | ✓ | — | NEW | New buy | |
| 8 | AMZN | Amazon.com Inc | — | NEW | New buy |
| 9 | ✓ | — | NEW | New buy | |
| 10 | ✓ | — | NEW | New buy | |
| 11 | LLY | Eli Lilly & Co | — | NEW | New buy |
| 12 | ✓ | — | NEW | New buy | |
| 13 | PANW | Palo Alto Networks Inc | — | NEW | New buy |
| 14 | ABBV | Abbvie Inc | — | NEW | New buy |
| 15 | NOC | Northrop Grumman CORP | — | NEW | New buy |
| 16 | ✓ | — | NEW | New buy | |
| 17 | ABT | Abbott Laboratories | — | NEW | New buy |
| 18 | ✓ | — | NEW | New buy | |
| 19 | ✓ | — | NEW | New buy | |
| 20 | AVGO | Broadcom Inc | — | NEW | New buy |
| 21 | WMB | Williams Cos Inc | — | NEW | New buy |
| 22 | ✓ | — | NEW | New buy | |
| 23 | ✓ | — | NEW | New buy | |
| 24 | EXE | Expand Energy CORP | — | NEW | New buy |
| 25 | GILD | Gilead Sciences Inc | — | NEW | New buy |
| 26 | ✓ | — | NEW | New buy | |
| 27 | ✓ | — | NEW | New buy | |
| 28 | PH | Parker Hannifin CORP | — | NEW | New buy |
| 29 | ✓ | — | NEW | New buy | |
| 30 | ROP | Roper Technologies Inc | — | NEW | New buy |
| 31 | CVS | Cvs Health CORP | — | NEW | New buy |
| 32 | ALL | Allstate CORP | — | NEW | New buy |
| 33 | ETN | Eaton Corporation plc | — | NEW | New buy |
| 34 | VTI | Vanguard Total Stock Mkt ETF | — | NEW | New buy |
| 35 | BSX | Boston Scientific CORP | — | NEW | New buy |
| 36 | ✓ | — | NEW | New buy | |
| 37 | ✓ | — | NEW | New buy | |
| 38 | ✓ | — | NEW | New buy | |
| 39 | ✓ | — | NEW | New buy | |
| 40 | ✓ | US Treasury | — | NEW | New buy |
| 41 | ✓ | US Treasury | — | NEW | New buy |
| 42 | BRK-B | Berkshire Hathaway Inc-cl B | — | NEW | New buy |
| 43 | ✓ | — | NEW | New buy | |
| 44 | FTEXX | Fidelity Muni Mmkt | — | NEW | New buy |
| 45 | C | Citigroup Inc | — | NEW | New buy |
| 46 | WMT | Walmart Inc | — | NEW | New buy |
| 47 | IBM | Intl Business Machines CORP | — | NEW | New buy |
| 48 | STT | State Street CORP | — | NEW | New buy |
| 49 | BNY | Bank Of New York Mellon CORP | — | NEW | New buy |
| 50 | TSM | Taiwan Semiconductor-sp Adr | — | NEW | New buy |
According to official SEC Form 13F filings, L & S Advisors Inc reported a total U.S. public equity portfolio value of $967.4M across 352 disclosed positions in Q1 2025.
During Q1 2025, L & S Advisors Inc's top holdings by market value included SRLN (3.2%)、AAPL (3.0%)、 (2.8%). The largest single position, SRLN, represented 3.2% 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.
Top New Position Initiated
SRLN
市值: $25.9M
In Q1 2025, L & S Advisors Inc made 200 total portfolio adjustments, initiating 200 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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