Lewis Asset Management, LLC
CIK 2004520 · Holdings on Dec 31, 2023 · First reported Jan 23, 2024
Top ten holdings
Q4 2023- AAPL12.25%
- NVDA6.08%
- META5.54%
- MSFT5.02%
- AMZN3.40%
- SDY3.37%
- RITM2.59%
- BRK.B2.57%
- IJR2.43%
- GOOG2.36%
Share classes counted separately45.61%
Portfolio value by quarter
Top 10 holdings 30
USD · B = billion · M = million; expand a row for exact values| # | Security | Value | Weight | Quantity | Weight / quantity change | Activity | |
|---|---|---|---|---|---|---|---|
| 01 | AAPLAPPLE INC View history and evidence | $13.32M | 12.25% | 69.16K shares | Prior unavailable — | — | ↗▾ |
| 02 | NVDANVIDIA CORP View history and evidence | $6.61M | 6.08% | 13.35K shares | Prior unavailable — | — | ↗▾ |
| 03 | METAMETA PLATFORMS INC-CLASS ACL A View history and evidence | $6.02M | 5.54% | 17.01K shares | Prior unavailable — | — | ↗▾ |
| 04 | MSFTMICROSOFT CORP View history and evidence | $5.46M | 5.02% | 14.52K shares | Prior unavailable — | — | ↗▾ |
| 05 | AMZNAMAZON.COM INC View history and evidence | $3.69M | 3.40% | 24.30K shares | Prior unavailable — | — | ↗▾ |
| 06 | SDYSS SPDR S&P DIVIDEND ETFS&P DIVID ETF View history and evidence | $3.67M | 3.37% | 29.34K shares | Prior unavailable — | — | ↗▾ |
| 07 | RITMRITHM CAPITAL CORPCOM NEW View history and evidence | $2.81M | 2.59% | 263.38K shares | Prior unavailable — | — | ↗▾ |
| 08 | BRK.BBERKSHIRE HATHAWAY INC-CL BCL B NEW View history and evidence | $2.80M | 2.57% | 7.84K shares | Prior unavailable — | — | ↗▾ |
| 09 | IJRISHARES CORE S&P SMALL-CAP ECORE S&P SCP ETF View history and evidence | $2.64M | 2.43% | 24.40K shares | Prior unavailable — | — | ↗▾ |
| 10 | GOOGALPHABET INC-CL CCAP STK CL C View history and evidence | $2.57M | 2.36% | 18.22K shares | Prior unavailable — | — | ↗▾ |
Options overlay 0
No options reported this quarter.
Exited positions 0
No exits reported this quarter.
Every number has a source.
CIK 2004520 · Period 2023-12-31
Data loaded 2026-09-23 · First reported 2024-01-23
Amendments and versions
{
"amendments_merged": null,
"prior_versions": null,
"cover_table_value": 108735492
}Research all 109 reported holdings.
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