Lyons Wealth Management, LLC.
All 13F Filings
- Location
- Most recent 13F
- Q2 2014
- Holdings value ($000)
- 112,109
- Description
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- Website
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- Founded
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- Chairman
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- CEO
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- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q2 2014 | 8/11/2014 | 78 | 112,109 | 13F-HR | Lyons Wealth Management, LLC. |
| Q1 2014 | 5/14/2014 | 64 | 114,346 | 13F-HR | Lyons Wealth Management, LLC. |
| Q4 2013 | 2/10/2014 | 63 | 106,503 | 13F-HR/A - RESTATEMENT | Lyons Wealth Management, LLC. |
| Q4 2013 | 2/4/2014 | 63 | 106,362 | 13F-HR | Lyons Wealth Management, LLC. |
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Money flow by instrument (QoQ, ex-options)
Derivatives reported exposure ($000):
7.881 K
(7.0% of total reported value)
· QoQ Δ:
-6.635 K
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 87.21 K | 83.7% | 12.34 K | 0 | 12.34 K |
| ETFs | 17.02 K | 16.3% | 0 | 7.941 K | -7.941 K |
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Fund Snapshot
Q2 2014
Latest filed
8/11/2014
Total value ($000)
112,109
Holdings
78
QoQ value change ($000)
-2,237
(-2.0%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.