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
201
MWTIXMETROPOLITAN WEST TR
51,326$561.0M0.07%
202
DISH NETWORK
550,000$560.0M0.07%
203
CASYCASEYS GENERAL STORES
3,480$553.0M0.07%
204
TRANSDIGM INC
535,000$552.0M0.07%
205
TITAN INTERNATIONAL
645,000$551.0M0.07%
206
LOWLOWES COMPANIES
4,586$549.0M0.07%
207
GRIFFON
545,000$547.0M0.07%
208
GS DYN MUNI INCOME FD
33,017$541.0M0.07%
209
FXIISHARES CHINA LARGE CAP
12,378$540.0M0.07%
210
FTNTFORTINET INC
5,050$539.0M0.07%
211
AMERICAN AXLE & MFG
520,000$527.0M0.07%
212
TSLATESLA MOTORS INC
1,251$523.0M0.07%
213
CNRCANADIAN NATIONAL RR
5,776$522.0M0.07%
214
ALTERYX INC COM CL A
5,034$504.0M0.06%
215
MAGELLAN HEALTH INC
485,000$500.0M0.06%
216
DOUBLELINE ULTRA SHORT
49,742$500.0M0.06%
217
TNDMTANDEM DIABETES CARE INC.
8,315$496.0M0.06%
218
ICAHN ENTERPRISES
475,000$484.0M0.06%
219
BLKBLACKROCK INC
958$482.0M0.06%
220
ROPROPER INDS INC
1,355$480.0M0.06%
221
SIGNET UK FINANCE
510,000$479.0M0.06%
222
TWLOTWILIO INC CL A
4,862$478.0M0.06%
223
TENET HEALTHCARE
430,000$473.0M0.06%
224
XLFITECHNOLOGY SPDR ETF
5,007$459.0M0.06%
225
TAT&T INC
11,642$455.0M0.06%
226
ALLYALLY FINANCIAL
14,810$453.0M0.06%
227
WEEKLY HOMES LLC
445,000$446.0M0.06%
228
WHITING
470,000$444.0M0.06%
229
MARTIN MIDSTREAM LP
470,000$425.0M0.05%
230
BRK/BBERKSHIRE HATHAWAY B
1,833$415.0M0.05%
231
GROUP 1 AUTOMOTIVE
405,000$411.0M0.05%
232
NAVIENT CORPORATION
375,000$406.0M0.05%
233
IWSISH RUSS MIDCAP VALUE
4,267$404.0M0.05%
234
GVIPGOLDMAN SACHS HEDGE ETF
6,370$404.0M0.05%
235
IWRISHARES RUSSELL MIDCAP
6,750$402.0M0.05%
236
INTL GAME TECHNOLOGY
379,000$394.0M0.05%
237
XLFISPDR CONSUMER DISCRE
3,140$394.0M0.05%
238
PSAPUBLIC STORAGE
1,818$387.0M0.05%
239
IEUSISHARES EUR SMALL CAP ETF
6,892$384.0M0.05%
240
DONNELLEY RR & SONS
350,000$362.0M0.05%
241
WEPMAGELLAN MIDSTREAM LP
5,702$359.0M0.05%
242
FTS INTERNATIONAL
525,000$341.0M0.04%
243
OKEONEOK INC
4,432$335.0M0.04%
244
KEYENCE CORP ORD F
924$331.0M0.04%
245
SPRINGLEAF FINANCE
305,000$327.0M0.04%
246
EDGEWOOD GROWTH RETAIL
8,613$317.0M0.04%
247
ITWILLINOIS TOOL WORKS
1,728$310.0M0.04%
248
US TREASURY
298,000$298.0M0.04%
249
BABOEING CO
911$297.0M0.04%
250
XLFIENERGY SELECT SPDR
4,600$276.0M0.04%
251
RR DONNELLEY & SONS
265,000$271.0M0.03%
252
CALPINE
260,000$267.0M0.03%
253
VWOVNGRD EMERGING MKTS
5,784$257.0M0.03%
254
BXPBOSTON PROPERTIES
1,825$252.0M0.03%
255
INDUSTRIAL SELECT SPDR
3,080$251.0M0.03%
256
PITNEY BOWES INC
250,000$251.0M0.03%
257
CONSOL ENERGY
247,000$246.0M0.03%
258
EPDENTER PRO PARTNERS LP
8,570$241.0M0.03%
259
PPGPPG INDUSTRIES
1,774$237.0M0.03%
260
MARRIOTT INTERNATIONAL
235,000$237.0M0.03%
261
US TREASURY
230,000$230.0M0.03%
262
CAPITAL ONE FINANCIAL
225,000$229.0M0.03%
263
EXPRESS SCRIPTS HOLDING
225,000$228.0M0.03%
264
EPPISHARES JAPAN ETF
4,933$228.0M0.03%
265
ANTERO RES CORP
255,000$228.0M0.03%
266
PNCPNC FINL SVCS GROUP
1,421$227.0M0.03%
267
SPDR DJ REIT ETF
2,187$223.0M0.03%
268
CONSTELLATION BRANDS
215,000$220.0M0.03%
269
T ROWE PRICE HIGH YIELD
32,790$219.0M0.03%
270
SOXXISHARES PHLX SEMI ETF
869$218.0M0.03%
271
STTHEALTH CARE SELECT ETF
2,142$218.0M0.03%
272
HRDG LVNR INTL EQUITY
9,115$217.0M0.03%
273
IVEISHARES S&P 500 VALUE ETF
1,634$213.0M0.03%
274
GLDSPDR GOLD SHARES ETF
1,492$213.0M0.03%
275
DISH DBS CORP
200,000$212.0M0.03%
276
COMMU SERV SELECT ETF
3,936$211.0M0.03%
277
CICIGNA CORPORATION
1,029$210.0M0.03%
278
IHIISHARES US MED DEVICES ETF
789$209.0M0.03%
279
IVWISHARES S&P 500 GROWTH
1,068$207.0M0.03%
280
XLFIFINANCIAL SELECT SPDR
6,681$206.0M0.03%
281
KMBKIMBERLY-CLARK CORP
1,500$206.0M0.03%
282
MARRIOTT INTERNATIONAL
200,000$206.0M0.03%
283
CRED SUIS GP FUND
200,000$203.0M0.03%
284
XILINX INC
200,000$203.0M0.03%
285
NCR CORPORATION
200,000$202.0M0.03%
286
ANALOG DEVICES INC
200,000$202.0M0.03%
287
XEROX
200,000$201.0M0.03%
288
ACTIVISION BLIZZARD
200,000$201.0M0.03%
289
XLFISPDR UTILITIES ETF
3,104$201.0M0.03%
290
SANTANDER HOLDINGS
200,000$200.0M0.03%
291
FORD MOTOR CREDIT
200,000$200.0M0.03%
292
ABBVIE INC
200,000$200.0M0.03%
293
GEGENERAL ELECTRIC CO
12,777$143.0M0.02%
294
FCNTXFIDELITY CONTRAFUND
10,438$143.0M0.02%
295
AIA GROUP LTD ORDF
13,449$141.0M0.02%
296
TCW EMERGING MARKETS N
10,491$114.0M0.01%
297
MALLINCKRODT
280,000$111.0M0.01%
298
WINDSTREAM CORP
200,000$26.0M0.00%
299
CYDYCYTODYN INC
15,600$16.0M0.00%
300
NIGHTFOOD HLDGS IN
11,900$3.0M0.00%
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