Cyrus J. Lawrence, LLC Top Holdings and 13F Report (2024)

→ Man who Predicted Trump 2016 Win: “Prepare for Election Meltdown” (From Paradigm Press) (Ad)

About Cyrus J. Lawrence, LLC

Investment Activity

Cyrus J. Lawrence, LLC has $450.77 thousand in total holdings as of March 31, 2024.
Cyrus J. Lawrence, LLC owns shares of 151 different stocks, but just 30 companies or ETFs make up 80% of its holdings.
Approximately 18.52% of the portfolio was purchased this quarter.
About 15.61% of the portfolio was sold this quarter.
This quarter, Cyrus J. Lawrence, LLC has purchased 129 new stocks and bought additional shares in 14 stocks.
Cyrus J. Lawrence, LLC sold shares of 44 stocks and completely divested from 4 stocks this quarter.

Largest Holdings

Microsoft: $36,878
NVIDIA: $21,070
Apple: $18,090
Amazon.com: $17,426
Eli Lilly and Company: $16,552

Largest New Holdings this Quarter

Broadcom: $12,571 Holding
Motorola Solutions: $8,208 Holding
L3Harris Technologies: $7,135 Holding
Rollins: $6,223 Holding
Vertex Pharmaceuticals: $5,734 Holding

Largest Purchases this Quarter

NVIDIA: 22,946 shares (about $20.73K)
Broadcom: 9,485 shares (about $12.57K)
Blackstone: 66,636 shares (about $8.75K)
Motorola Solutions: 23,123 shares (about $8.21K)
L3Harris Technologies: 33,486 shares (about $7.14K)

Largest Sales this Quarter

Exxon Mobil: 84,956 shares (about $9.84K)
Merck & Co., Inc.: 62,054 shares (about $8.19K)
Medtronic Inc: 81,195 shares (about $7.07K)
Deere & Company: 15,690 shares (about $6.44K)
PepsiCo: 28,566 shares (about $4.99K)

Sector Allocation Over Time

Selling

Neutral

Buying

Latest 13F Holdings and Changes Since Previous Quarterly Filing

Issuer Name	Holdings Value	Approximate Purchase/Sale	Change in Shares	Shares Held	% of Portfolio	Sector
MSFT Microsoft	$36,878	$2,964 ▼	-7.4%	87,655	8.2%	Computer and Technology
NVDA NVIDIA	$21,070	$20,733 ▲	6,151.7%	23,319	4.7%	Computer and Technology
AAPL Apple	$18,090	$2,872 ▼	-13.7%	105,498	4.0%	Computer and Technology
AMZN Amazon.com	$17,426	$289 ▼	-1.6%	96,609	3.9%	Retail/Wholesale
LLY Eli Lilly and Company	$16,552	$293 ▼	-1.7%	21,276	3.7%	Medical
META Meta Platforms	$16,145	$167 ▼	-1.0%	33,250	3.6%	Computer and Technology
GOOGL Alphabet	$14,705	$257 ▼	-1.7%	97,434	3.3%	Computer and Technology
PANW Palo Alto Networks	$13,731	$3,657 ▼	-21.0%	48,328	3.0%	Computer and Technology
COST Costco Wholesale	$13,354	$486 ▼	-3.5%	18,228	3.0%	Retail/Wholesale
BX Blackstone	$13,317	$8,754 ▲	191.8%	101,373	3.0%	Finance
AVGO Broadcom	$12,571	$12,571 ▲	New Holding	9,485	2.8%	Computer and Technology
ADBE Adobe	$11,489	$166 ▼	-1.4%	22,769	2.5%	Computer and Technology
JPM JPMorgan Chase & Co.	$11,468	$227 ▼	-1.9%	57,257	2.5%	Finance
MA Mastercard	$11,461	$120 ▼	-1.0%	23,800	2.5%	Business Services
TMUS T-Mobile US	$10,672	$158 ▼	-1.5%	65,386	2.4%	Computer and Technology
HD Home Depot	$10,323	$248 ▼	-2.3%	26,912	2.3%	Retail/Wholesale
BR Broadridge Financial Solutions	$9,294	$175 ▼	-1.8%	45,350	2.1%	Business Services
Linde PLC ADR	$9,156	$144 ▼	-1.6%	19,721	2.0%	US EQUITIES
SPGI S&P Global	$9,076	$146 ▼	-1.6%	21,334	2.0%	Business Services
INTU Intuit	$8,883	$76 ▼	-0.8%	13,666	2.0%	Computer and Technology
FI Fiserv	$8,455	$36 ▼	-0.4%	52,909	1.9%	Business Services
SYK Stryker	$8,421	$4,444 ▲	111.7%	23,532	1.9%	Medical
MSI Motorola Solutions	$8,208	$8,208 ▲	New Holding	23,123	1.8%	Computer and Technology
CVS CVS Health	$8,194	$6,128 ▲	296.7%	102,616	1.8%	Retail/Wholesale
NVO Novo Nordisk A/S	$8,131	$221 ▲	2.8%	63,331	1.8%	Medical
ULTA Ulta Beauty	$8,098	$203 ▼	-2.5%	15,488	1.8%	Retail/Wholesale
ROK Rockwell Automation	$7,919	$225 ▲	2.9%	27,183	1.8%	Industrial Products
UNH UnitedHealth Group	$7,858	$164 ▼	-2.0%	15,885	1.7%	Medical
TMO Thermo Fisher Scientific	$7,797	$199 ▼	-2.5%	13,416	1.7%	Medical
ORCL Oracle	$7,585	$417 ▼	-5.2%	60,388	1.7%	Computer and Technology
NEE NextEra Energy	$7,494	$393 ▼	-5.0%	117,267	1.7%	Utilities
SLB Schlumberger	$7,336	$178 ▼	-2.4%	133,848	1.6%	Oils/Energy
LHX L3Harris Technologies	$7,135	$7,135 ▲	New Holding	33,486	1.6%	Aerospace
BLK BlackRock	$7,076	$198 ▼	-2.7%	8,488	1.6%	Finance
MS Morgan Stanley	$6,778	$17 ▲	0.2%	71,987	1.5%	Finance
ROL Rollins	$6,223	$6,223 ▲	New Holding	134,496	1.4%	Construction
VRTX Vertex Pharmaceuticals	$5,734	$5,734 ▲	New Holding	13,719	1.3%	Medical
MRK Merck & Co., Inc.	$3,627	$8,187 ▼	-69.3%	27,490	0.8%	Medical
SBUX Starbucks	$3,132	$2,094 ▼	-40.1%	34,275	0.7%	Retail/Wholesale
GOOG Alphabet	$2,344	$9 ▲	0.4%	15,400	0.5%	Computer and Technology
REGN Regeneron Pharmaceuticals	$2,221		0.0%	2,308	0.5%	Medical
QCOM QUALCOMM	$2,167		0.0%	12,803	0.5%	Computer and Technology
WMT Walmart	$1,718	$1,374 ▲	399.3%	28,560	0.4%	Retail/Wholesale
BRK.B Berkshire Hathaway	$1,610		0.0%	3,829	0.4%	Finance
J Jacobs Solutions	$1,216		0.0%	7,911	0.3%	Business Services
Medtronic Inc	$1,191	$7,071 ▼	-85.6%	13,677	0.3%	US EQUITIES
ASML ASML	$1,067		0.0%	1,100	0.2%	Computer and Technology
JNJ Johnson & Johnson	$988	$52 ▼	-5.0%	6,248	0.2%	Medical
MCD McDonald's	$921		0.0%	3,269	0.2%	Retail/Wholesale
APD Air Products and Chemicals	$862	$4,890 ▼	-85.0%	3,560	0.2%	Basic Materials
SSNC SS&C Technologies	$854	$6 ▼	-0.7%	13,272	0.2%	Computer and Technology
ZBRA Zebra Technologies	$851		0.0%	2,825	0.2%	Industrial Products
SPY SPDR S&P 500 ETF Trust	$773	$681 ▲	739.8%	1,478	0.2%	Finance
BAC Bank of America	$666		0.0%	17,570	0.1%	Finance
RHHBY Roche	$542		0.0%	17,010	0.1%	Medical
CB Chubb	$518		0.0%	2,006	0.1%	Finance
VOT Vanguard Mid-Cap Growth ETF	$508	$15 ▲	3.0%	2,157	0.1%	ETF
CL Colgate-Palmolive	$477		0.0%	5,300	0.1%	Consumer Staples
PEP PepsiCo	$408	$4,994 ▼	-92.4%	2,334	0.1%	Consumer Staples
IBM International Business Machines	$319	$14 ▼	-4.1%	1,628	0.1%	Computer and Technology
ITW Illinois Tool Works	$318		0.0%	1,188	0.1%	Industrial Products
DIS Walt Disney	$295	$2 ▲	0.6%	2,415	0.1%	Consumer Discretionary
ASML ASML	$291	$776 ▼	-72.7%	300	0.1%	Computer and Technology
DE Deere & Company	$289	$6,441 ▼	-95.7%	704	0.1%	Industrial Products
NSRGY Nestlé	$278		0.0%	2,625	0.1%	Consumer Staples
ITCI Intra-Cellular Therapies	$245		0.0%	3,550	0.1%	Medical
DTEGY Deutsche Telekom	$233		0.0%	9,650	0.1%	Utilities
NJR New Jersey Resources	$225		0.0%	5,250	0.0%	Utilities
CSCO Cisco Systems	$222	$10 ▼	-4.3%	4,463	0.0%	Computer and Technology
ABBV AbbVie	$202	$12 ▼	-5.8%	1,114	0.0%	Medical
PG Procter & Gamble	$181		0.0%	1,182	0.0%	Consumer Staples
BK Bank of New York Mellon	$174		0.0%	3,021	0.0%	Finance
CCI Crown Castle	$168	$44 ▼	-20.9%	1,592	0.0%	Finance
AXP American Express	$165	$4 ▲	2.5%	729	0.0%	Finance
LMT Lockheed Martin	$156		0.0%	344	0.0%	Aerospace
IFF International Flavors & Fragrances	$148		0.0%	1,725	0.0%	Consumer Staples
QQQ Invesco QQQ	$147		0.0%	333	0.0%	Finance
WM Waste Management	$137		0.0%	645	0.0%	Business Services
BMO Bank of Montreal	$136	$136 ▲	New Holding	1,400	0.0%	Finance
ALIZY Allianz	$131		0.0%	4,400	0.0%	Finance
FMC FMC	$121		0.0%	1,900	0.0%	Basic Materials
Deutsche Telekom AG (EUROS)	$119	$119 ▲	New Holding	4,900	0.0%	INTERNATIONAL EQUITY
VXUS Vanguard Total International Stock ETF	$116		0.0%	1,930	0.0%	ETF
EW Edwards Lifesciences	$114		0.0%	1,200	0.0%	Medical
XOM Exxon Mobil	$111	$9,844 ▼	-98.9%	958	0.0%	Oils/Energy
ACN Accenture	$103	$103 ▲	New Holding	300	0.0%	Business Services
V Visa	$102	$8 ▲	7.9%	367	0.0%	Business Services
ABT Abbott Laboratories	$99		0.0%	875	0.0%	Medical
Royal Dutch Shell PLC ADS CL A	$87		0.0%	1,300	0.0%	US EQUITIES
PFE Pfizer	$84		0.0%	3,034	0.0%	Medical
KO Coca-Cola	$84	$4 ▼	-4.8%	1,381	0.0%	Consumer Staples
KMB Kimberly-Clark	$82		0.0%	640	0.0%	Consumer Staples
TR Tootsie Roll Industries	$75		0.0%	2,355	0.0%	Consumer Staples
PTC PTC	$74		0.0%	395	0.0%	Computer and Technology
PWR Quanta Services	$74		0.0%	288	0.0%	Construction
OEF iShares S&P 100 ETF	$74	$74 ▲	New Holding	300	0.0%	ETF
XLK Technology Select Sector SPDR Fund	$72		0.0%	350	0.0%	ETF
BNP Paribas SA	$71	$71 ▲	New Holding	1,000	0.0%	INTERNATIONAL EQUITY
MDLZ Mondelez International	$70		0.0%	1,000	0.0%	Consumer Staples
TDIV First Trust NASDAQ Technology Dividend Index Fund	$69		0.0%	1,000	0.0%	Manufacturing

Showing largest 100 holdings. View all holdings.

More Institutional Buying and Selling Information

SEC Filings and Trading Data:

Get 30 Days of MarketBeat All Access Free

Best-in-Class Portfolio Monitoring
View the latest news, buy/sell ratings, SEC filings and insider transactions for your stocks. Compare your portfolio performance to leading indices and get personalized stock ideas based on your portfolio.
Stock Ideas and Recommendations
Get daily stock ideas from top-performing Wall Street analysts. Get short term trading ideas from the MarketBeat Idea Engine. View which stocks are hot on social media with MarketBeat's trending stocks report.
Advanced Stock Screeners and Research Tools
Identify stocks that meet your criteria using seven unique stock screeners. See what's happening in the market right now with MarketBeat's real-time news feed. Export data to Excel for your own analysis.

Start Your 30-Day Free Trial

Cyrus J. Lawrence, LLC Top Holdings and 13F Report (2024)

About Cyrus J. Lawrence, LLC

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information

About MarketBeat

MarketBeat Products

Popular Tools

Financial Calendars

Terms & Info

Cyrus J. Lawrence, LLC Top Holdings and 13F Report (2024)

About Cyrus J. Lawrence, LLC

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Map of 500 Largest Holdings ofCyrus J. Lawrence, LLC

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information