L & S Advisors Inc Q4 2019 Filing

Filed February 13, 2020

Portfolio Value

$781.9B

Holdings

303

Report Date

Q4 2019

Filing Type

13F-HR

All Holdings (303 positions)

#StockSharesValue% PortfolioType
1
SPYSPDR S&P 500 ETF
182,426$58.7B7.51%
2
US TREASURY
45,100,000$45.1B5.76%
3
AAPLAPPLE INC
83,294$24.5B3.13%
4
MSFTMICROSOFT CORPORATION
114,570$18.1B2.31%
5
AMZNAMAZON.COM INC
9,114$16.8B2.15%
6
MRKMERCK & CO INC
169,706$15.4B1.97%
7
IWMISHARES RUSSELL 2000
83,513$13.8B1.77%
8
NDQINVESCO QQQ TRUST ETF
60,536$12.9B1.65%
9
JPMORGAN CHASE & CO
92,130$12.8B1.64%
10
METAFACEBOOK INC
59,469$12.2B1.56%
11
US TREASURY
12,000,000$12.0B1.53%
12
ELSEQUITY LIFESTYLE PPTIES
169,744$11.9B1.53%
13
TRVCCITIGROUP INC
140,335$11.2B1.43%
14
AVGOBROADCOM LIMITED
34,253$10.8B1.38%
15
ALPHABET INC A
7,460$10.0B1.28%
16
US TREASURY
9,593,000$9.6B1.22%
17
DISWALT DISNEY CO
65,009$9.4B1.20%
18
HONHONEYWELL
52,407$9.3B1.19%
19
AMGNAMGEN INC
38,250$9.2B1.18%
20
INTCINTEL CORP
146,848$8.8B1.12%
21
TGTTARGET CORP COM
66,046$8.5B1.08%
22
INTUINTUIT INC
31,181$8.2B1.04%
23
XOMEXXON MOBIL CORP
116,776$8.1B1.04%
24
DJ INDUSTRIAL ETF
28,416$8.1B1.04%
25
LRCXEURLAM RESEARCH CORP
27,293$8.0B1.02%
26
ZTSZOETIS INC
57,148$7.6B0.97%
27
GS GQP INTL OPPORTUNITIES
468,731$7.2B0.92%
28
COSTCOSTCO WHOLESALE CORP
23,906$7.0B0.90%
29
UTXZUNITED TECHNOLOGIES
44,544$6.7B0.85%
30
US TREASURY
6,504,000$6.5B0.83%
31
HLMIXHRDG LVNR INTL EQUITY
272,387$6.5B0.83%
32
AXPAMERICAN EXPRESS
50,059$6.2B0.80%
33
FMCFMC CORPORATION
60,273$6.0B0.77%
34
WMTWAL-MART STORES INC
50,186$6.0B0.76%
35
PGPROCTER & GAMBLE
47,680$6.0B0.76%
36
BDXBECTON DICKINSON & CO
21,819$5.9B0.76%
37
CVXCHEVRON CORPORATION
49,227$5.9B0.76%
38
US TREASURY
5,625,000$5.6B0.72%
39
HDHOME DEPOT
25,664$5.6B0.72%
40
VVISA INC
28,531$5.4B0.69%
41
AMTAMERICAN TOWER
22,675$5.2B0.67%
42
US TREASURY
4,894,000$4.9B0.62%
43
NEENEXTERA ENERGY INC
19,072$4.6B0.59%
44
ISRGINTUITIVE SURGICAL
7,654$4.5B0.58%
45
IWPISH RUSS MID-CAP GRWTH
29,610$4.5B0.58%
46
LHXL3HARRIS TECHNOLOGIES INC
21,421$4.2B0.54%
47
LLDYXLD ABT SHT DURN
1,001,870$4.2B0.54%
48
MCDMCDONALDS CORP
21,024$4.2B0.53%
49
VTIVANGUARD TOTAL STOCK ETF
25,334$4.1B0.53%
50
BACBANK OF AMERICA CORP
114,880$4.0B0.52%
51
EIHIXEATON VANCE HIGH INCOME
875,276$3.9B0.50%
52
MAMASTERCARD
12,670$3.8B0.48%
53
PANWPALO ALTO NETWORKS INC
15,935$3.7B0.47%
54
NVDANVIDIA CORP
15,261$3.6B0.46%
55
BIOHAVEN PHARMACEUTICAL
65,533$3.6B0.46%
56
ABTABBOTT LABORATORIES
40,983$3.6B0.46%
57
UNHUNITEDHEALTH GROUP
11,986$3.5B0.45%
58
KSUEURKANSAS CITY SOUTHERN
21,349$3.3B0.42%
59
BURLBURLINGTON STORES INC
14,026$3.2B0.41%
60
US TREASURY
3,191,000$3.2B0.41%
61
GSGOLDMAN SACHS
13,781$3.2B0.41%
62
TMOTHERMO FISHER SCIENTIFIC
9,559$3.1B0.40%
63
VICTORY SYCAMORE VAL I
77,398$3.1B0.40%
64
CISCO SYSTEMS INC
63,181$3.0B0.39%
65
AKAMAKAMAI TECHNOLOGIES
34,982$3.0B0.39%
66
BMYBRISTOL MYERS SQUIBB
46,737$3.0B0.38%
67
LULULULULEMON ATHLETICA INC
12,775$3.0B0.38%
68
DBLFXDOUBLELINE CORE FIXED I
262,699$2.9B0.37%
69
WESTERN ASSET CORE CL I
221,675$2.9B0.37%
70
PROLOGIS INC
31,608$2.8B0.36%
71
XRTSPDR S&P RETAIL
58,628$2.7B0.34%
72
QCOMQUALCOMM INC
30,198$2.7B0.34%
73
SHOPSHOPIFY INC
6,598$2.6B0.34%
74
NKENIKE INC CLASS B
25,421$2.6B0.33%
75
TSNTYSON FOODS INC
27,497$2.5B0.32%
76
BABAALIBABA GROUP
11,427$2.4B0.31%
77
T7DTRANSDIGM GROUP INC
4,327$2.4B0.31%
78
MATTHEWS ASIA STRAT INC
213,963$2.4B0.30%
79
MPCMARATHON PETROLEUM
39,011$2.4B0.30%
80
MATTHEWS ASIA GROWTH FD
81,574$2.3B0.30%
81
IWNISH RUSSELL 2000 VALUE
17,655$2.3B0.29%
82
JNJJOHNSON & JOHNSON
15,487$2.3B0.29%
83
SBUXSTARBUCKS CORP
25,201$2.2B0.28%
84
GS EMER MKT EQ INSIGHTS
225,814$2.2B0.28%
85
GUGG MACRO OPPS
83,623$2.2B0.28%
86
FLMVXJPM MID CAP VALUE L
53,672$2.1B0.27%
87
KOCOCA COLA COMPANY
37,453$2.1B0.27%
88
RTN1USDRAYTHEON CO
9,216$2.0B0.26%
89
MDYSPDR S&P MIDCAP 400 ETF
5,374$2.0B0.26%
90
KLACKLA TENCOR CORP
11,223$2.0B0.26%
91
US TREASURY
1,975,000$2.0B0.25%
92
VTVVANGUARD VALUE ETF
16,462$2.0B0.25%
93
ABBVABBVIE INC
22,075$2.0B0.25%
94
SWKSSKYWORKS SOLUTIONS
15,493$1.9B0.24%
95
APDAIR PRODUCTS & CHEMICALS
7,956$1.9B0.24%
96
RCLROYAL CARIBBEAN CRUISES
13,675$1.8B0.23%
97
IWOISH RUSSELL 2000 GRWTH
8,510$1.8B0.23%
98
MDTMEDTRONIC PLC
16,028$1.8B0.23%
99
SWKSTANLEY BLACK & DECKER
10,966$1.8B0.23%
100
CMECME GROUP INC
8,876$1.8B0.23%
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