L & S Advisors Inc Top Holdings and 13F Report (2024) About L & S Advisors IncInvestment ActivityL & S Advisors Inc has $956.72 million in total holdings as of September 30, 2024.L & S Advisors Inc owns shares of 344 different stocks, but just 109 companies or ETFs make up 80% of its holdings.Approximately 35.96% of the portfolio was purchased this quarter.About 30.29% of the portfolio was sold this quarter.This quarter, L & S Advisors Inc has purchased 323 new stocks and bought additional shares in 104 stocks.L & S Advisors Inc sold shares of 89 stocks and completely divested from 74 stocks this quarter.Largest Holdings Apple $31,424,168NVIDIA $25,987,893Microsoft $21,829,487Meta Platforms $21,770,302Amazon.com $17,256,767 Largest New Holdings this Quarter Cummins $10,993,318 HoldingNorthrop Grumman $10,899,365 HoldingFreeport-McMoRan $9,816,668 HoldingInternational Business Machines $9,464,435 HoldingOracle $9,169,054 Holding Largest Purchases this Quarter Broadcom 77,929 shares (about $13.44M)Cummins 33,952 shares (about $10.99M)Northrop Grumman 20,640 shares (about $10.90M)Freeport-McMoRan 196,648 shares (about $9.82M)International Business Machines 42,810 shares (about $9.46M) Largest Sales this Quarter Financial Select Sector SPDR Fund 404,445 shares (about $18.33M)Industrial Select Sector SPDR Fund 115,599 shares (about $15.66M)Berkshire Hathaway 19,576 shares (about $9.01M)Alphabet 47,858 shares (about $7.94M)Utilities Select Sector SPDR Fund 85,199 shares (about $6.88M) Sector Allocation Over TimeMap of 500 Largest Holdings ofL & S Advisors Inc Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorAAPLApple$31,424,168$3,534,834 ▼-10.1%134,8683.3%Computer and TechnologyNVDANVIDIA$25,987,893$3,815,520 ▲17.2%213,9982.7%Computer and TechnologyMSFTMicrosoft$21,829,487$3,722,084 ▼-14.6%50,7312.3%Computer and TechnologyMETAMeta Platforms$21,770,302$927,346 ▼-4.1%38,0312.3%Computer and TechnologyAMZNAmazon.com$17,256,767$2,765,883 ▼-13.8%92,6141.8%Retail/WholesaleSPYSPDR S&P 500 ETF Trust$16,794,350$125,652 ▼-0.7%29,2711.8%FinanceAVGOBroadcom$14,633,369$13,442,772 ▲1,129.1%84,8311.5%Computer and TechnologyLLYEli Lilly and Company$14,597,226$2,337,930 ▼-13.8%16,4771.5%MedicalDIASPDR Dow Jones Industrial Average ETF Trust$14,309,458$127,359 ▼-0.9%33,8191.5%FinanceGSThe Goldman Sachs Group$14,285,231$241,611 ▼-1.7%28,8531.5%FinanceJPMJPMorgan Chase & Co.$14,037,619$3,781,151 ▲36.9%66,5731.5%FinanceETNEaton$12,504,568$3,229,551 ▲34.8%37,7281.3%Industrial ProductsPHParker-Hannifin$12,136,304$6,863,002 ▲130.1%19,2081.3%Industrial ProductsPANWPalo Alto Networks$12,084,339$227,639 ▼-1.8%35,3551.3%Computer and TechnologySTTState Street$11,217,377$8,621,756 ▲332.2%126,7931.2%FinanceISRGIntuitive Surgical$11,017,958$3,616,810 ▲48.9%22,4271.2%MedicalCMICummins$10,993,318$10,993,318 ▲New Holding33,9521.1%Auto/Tires/TrucksNOCNorthrop Grumman$10,899,365$10,899,365 ▲New Holding20,6401.1%AerospaceNOWServiceNow$10,761,300$7,816,968 ▲265.5%12,0321.1%Computer and TechnologySRLNSPDR Blackstone Senior Loan ETF$10,596,308$837,747 ▲8.6%253,7431.1%ETFDHID.R. Horton$10,541,180$7,274,246 ▲222.7%55,2561.1%ConstructionDLRDigital Realty Trust$9,889,514$830,019 ▼-7.7%61,1111.0%FinanceFCXFreeport-McMoRan$9,816,668$9,816,668 ▲New Holding196,6481.0%Basic MaterialsGOOGLAlphabet$9,651,462$7,937,239 ▼-45.1%58,1941.0%Computer and TechnologyWMTWalmart$9,506,528$2,069,459 ▲27.8%117,7281.0%Retail/WholesaleIBMInternational Business Machines$9,464,435$9,464,435 ▲New Holding42,8101.0%Computer and TechnologyORCLOracle$9,169,054$9,169,054 ▲New Holding53,8091.0%Computer and TechnologyAMDAdvanced Micro Devices$9,033,424$6,942,060 ▲331.9%55,0550.9%Computer and TechnologyELSEquity LifeStyle Properties$8,890,177$1,991,599 ▲28.9%124,6170.9%FinanceDOVDover$8,840,226$1,685,597 ▲23.6%46,1050.9%Industrial ProductsUS TREASURY$8,766,857$8,766,857 ▲New Holding8,823,0000.9%FIXEDLMTLockheed Martin$8,635,705$8,635,705 ▲New Holding14,7730.9%AerospaceCBChubb$8,622,573$8,622,573 ▲New Holding29,8990.9%FinanceLAM RESEARCH CORP$8,376,325$8,376,325 ▲New Holding10,2640.9%COMMMM3M$8,311,223$8,311,223 ▲New Holding60,7990.9%Multi-Sector ConglomeratesAXPAmerican Express$7,685,022$934,559 ▲13.8%28,3370.8%FinanceQCOMQUALCOMM$7,560,593$2,235,307 ▲42.0%44,4610.8%Computer and TechnologyRLRalph Lauren$7,345,928$7,345,928 ▲New Holding37,8910.8%Consumer DiscretionaryVSTVistra$7,338,100$7,338,100 ▲New Holding61,9040.8%UtilitiesVTIVanguard Total Stock Market ETF$7,226,810$10,477 ▼-0.1%25,5220.8%ETFCOSTCostco Wholesale$7,190,784$49,647 ▲0.7%8,1110.8%Retail/WholesaleTSMTaiwan Semiconductor Manufacturing$7,106,055$1,602,453 ▼-18.4%40,9170.7%Computer and TechnologyEMNEastman Chemical$6,853,985$60,453 ▲0.9%61,2240.7%Basic MaterialsBSXBoston Scientific$6,831,292$4,140,558 ▲153.9%81,5190.7%MedicalSPGSimon Property Group$6,752,227$1,179,092 ▼-14.9%39,9490.7%FinanceLVSLas Vegas Sands$6,605,413$6,605,413 ▲New Holding131,2160.7%Consumer DiscretionarySWKStanley Black & Decker$6,594,364$6,594,364 ▲New Holding59,8780.7%Industrial ProductsURIUnited Rentals$6,585,534$6,585,534 ▲New Holding8,1330.7%ConstructionTGTTarget$6,473,490$6,473,490 ▲New Holding41,5340.7%Retail/WholesaleAPDAir Products and Chemicals$6,412,724$4,117,149 ▲179.4%21,5380.7%Basic MaterialsVPUVanguard Utilities ETF$6,152,842$6,152,842 ▲New Holding35,3510.6%ETFTTTrane Technologies$6,070,019$2,504,976 ▼-29.2%15,6150.6%ConstructionUS TREASURY$6,056,1600.0%6,059,0000.6%FIXEDNFLXNetflix$5,820,979$180,864 ▼-3.0%8,2070.6%Consumer DiscretionaryUS TREASURY$5,735,2260.0%5,746,0000.6%FIXEDINTUIntuit$5,674,139$3,135,463 ▼-35.6%9,1370.6%Computer and TechnologyUS TREASURY$5,045,750$5,045,750 ▲New Holding5,055,0000.5%FIXEDUS TREASURY$5,019,2660.0%5,035,0000.5%FIXEDNEENextEra Energy$4,944,197$552,577 ▼-10.1%58,4900.5%UtilitiesCEGConstellation Energy$4,828,255$1,461,815 ▲43.4%18,5690.5%Oils/EnergyTMOThermo Fisher Scientific$4,746,617$2,897,205 ▲156.7%7,6740.5%MedicalBLACKROCK INC$4,539,607$4,539,607 ▲New Holding4,7810.5%COMJCIJohnson Controls International$4,350,196$4,350,196 ▲New Holding56,0520.5%ConstructionCLColgate-Palmolive$4,294,931$4,294,931 ▲New Holding41,3730.4%Consumer StaplesAVUSAvantis U.S. Equity ETF$4,280,047$70,887 ▼-1.6%44,9820.4%ETFSHWSherwin-Williams$4,106,006$4,106,006 ▲New Holding10,7580.4%Basic MaterialsPSAPublic Storage$4,047,130$1,158,974 ▲40.1%11,1220.4%FinancePGProcter & Gamble$3,983,254$358,351 ▲9.9%22,9980.4%Consumer StaplesTSLATesla$3,862,444$785 ▲0.0%14,7630.4%Auto/Tires/TrucksUS TREASURY$3,831,8040.0%3,836,0000.4%FIXEDUNHUnitedHealth Group$3,756,521$194,696 ▲5.5%6,4250.4%MedicalOKEONEOK$3,733,961$2,643 ▲0.1%40,9740.4%Oils/EnergyABBVAbbVie$3,692,086$274,300 ▼-6.9%18,6960.4%MedicalDELLDell Technologies$3,658,011$326,813 ▲9.8%30,8590.4%Computer and TechnologyWMBWilliams Companies$3,585,716$10,591 ▲0.3%78,5480.4%Oils/EnergyDUHPDimensional US High Profitability ETF$3,543,215$139,380 ▼-3.8%103,9980.4%ETFDDDuPont de Nemours$3,513,162$828,812 ▲30.9%39,4250.4%Basic MaterialsPLDPrologis$3,509,196$1,033,476 ▲41.7%27,7890.4%FinanceAMGNAmgen$3,471,491$3,001,709 ▼-46.4%10,7740.4%MedicalKWEBKraneShares CSI China Internet ETF$3,454,901$3,454,901 ▲New Holding101,5550.4%ManufacturingFXIiShares China Large-Cap ETF$3,373,066$3,373,066 ▲New Holding106,1380.4%ETFAMLPAlerian MLP ETF$3,355,562$3,355,562 ▲New Holding71,1980.4%ETFFSLRFirst Solar$3,341,748$213,022 ▲6.8%13,3970.3%Oils/EnergyAPOApollo Global Management$3,337,345$3,337,345 ▲New Holding26,7180.3%FinanceTFCTruist Financial$3,280,416$3,280,416 ▲New Holding76,6990.3%FinanceCMGChipotle Mexican Grill$3,256,279$3,256,279 ▲New Holding56,5130.3%Retail/WholesaleKLACKLA$3,206,758$129,323 ▼-3.9%4,1410.3%Computer and TechnologyIBPInstalled Building Products$3,203,973$3,203,973 ▲New Holding13,0100.3%ConstructionHDHome Depot$3,144,350$91,980 ▲3.0%7,7600.3%Retail/WholesaleBWXTBWX Technologies$3,123,969$101,092 ▼-3.1%28,7390.3%Computer and TechnologyALLAllstate$2,986,125$231,190 ▲8.4%15,7450.3%FinanceSBGSYSchneider Electric S.E.$2,969,437$97,023 ▲3.4%56,3140.3%Industrial ProductsIIPRInnovative Industrial Properties$2,956,354$2,956,354 ▲New Holding21,9640.3%FinanceHWMHowmet Aerospace$2,915,336$312,275 ▼-9.7%29,0810.3%AerospaceWMWaste Management$2,911,599$23,666 ▲0.8%14,0250.3%Business ServicesLIILennox International$2,847,529$376,488 ▼-11.7%4,7120.3%ConstructionZTSZoetis$2,816,327$95,734 ▼-3.3%14,4150.3%MedicalIBNICICI Bank$2,761,543$66,058 ▼-2.3%92,5140.3%FinanceBABAAlibaba Group$2,723,251$2,723,251 ▲New Holding25,6620.3%Retail/WholesaleJEFJefferies Financial Group$2,596,241$2,596,241 ▲New Holding42,1810.3%FinanceShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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