Rd Lewis Holdings, Inc. Top Holdings and 13F Report (2025) About Rd Lewis Holdings, Inc.Investment ActivityRd Lewis Holdings, Inc. has $88.32 million in total holdings as of March 31, 2025.Rd Lewis Holdings, Inc. owns shares of 84 different stocks, but just 37 companies or ETFs make up 80% of its holdings.Approximately 3.62% of the portfolio was purchased this quarter.About 3.47% of the portfolio was sold this quarter.This quarter, Rd Lewis Holdings, Inc. has purchased 88 new stocks and bought additional shares in 39 stocks.Rd Lewis Holdings, Inc. sold shares of 32 stocks and completely divested from 6 stocks this quarter.Largest Holdings Axon Enterprise $5,410,970Walmart $3,987,969Amazon.com $3,641,537Apple $3,249,356Visa $3,175,847 Largest New Holdings this Quarter 21036P108 - Constellation Brands $215,202 Holding191216100 - Coca-Cola $206,710 Holding Largest Purchases this Quarter Constellation Brands 1,151 shares (about $215.20K)Coca-Cola 2,885 shares (about $206.71K)Verizon Communications 3,147 shares (about $137.65K)Costco Wholesale 129 shares (about $130.07K)Mastercard 227 shares (about $126.98K) Largest Sales this Quarter Microchip Technology 1,700 shares (about $81.45K)Dollar Tree 722 shares (about $60.86K)Darden Restaurants 215 shares (about $43.84K)Advanced Micro Devices 405 shares (about $40.01K)Becton, Dickinson and Company 196 shares (about $33.08K) Sector Allocation Over TimeMap of 500 Largest Holdings ofRd Lewis Holdings, Inc. Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorAXONAxon Enterprise$5,410,970$62,188 ▲1.2%8,6146.1%AerospaceWMTWalmart$3,987,969$12,245 ▲0.3%40,3844.5%Retail/WholesaleAMZNAmazon.com$3,641,537$91,380 ▲2.6%19,1684.1%Retail/WholesaleAAPLApple$3,249,356$111,296 ▲3.5%15,8243.7%Computer and TechnologyVVisa$3,175,847$20,857 ▲0.7%9,1363.6%Business ServicesMCDMcDonald's$3,042,546$103,571 ▲3.5%9,7533.4%Retail/WholesaleNFLXNetflix$2,940,376$122,612 ▲4.4%2,5423.3%Consumer DiscretionaryMSFTMicrosoft$2,749,228$59,198 ▲2.2%6,3163.1%Computer and TechnologyBRK.BBerkshire Hathaway$2,251,506$105,261 ▲4.9%4,1712.5%FinanceNVDANVIDIA$2,226,682$111,065 ▲5.2%19,4472.5%Computer and TechnologyLLYEli Lilly and Company$2,195,771$99,658 ▲4.8%2,6662.5%MedicalEOGEOG Resources$2,164,098$114,186 ▲5.6%19,5212.5%EnergyCOSTCostco Wholesale$2,097,264$130,071 ▲6.6%2,0802.4%Retail/WholesaleGOOGAlphabet$2,074,946$48,582 ▲2.4%12,5142.3%Computer and TechnologyAEPAmerican Electric Power$1,984,296$44,691 ▲2.3%18,4262.2%UtilitiesATOAtmos Energy$1,967,232$105,621 ▲5.7%12,1812.2%UtilitiesEXRExtra Space Storage$1,850,356$35,595 ▲2.0%12,3722.1%FinanceMLMMartin Marietta Materials$1,789,5720.0%3,3402.0%ConstructionCMCCommercial Metals$1,765,628$2,788 ▲0.2%37,9952.0%Basic MaterialsEDConsolidated Edison$1,698,093$80,322 ▲5.0%15,4331.9%UtilitiesCATCaterpillar$1,690,742$6,473 ▲0.4%5,2241.9%IndustrialsDISWalt Disney$1,470,499$10,451 ▲0.7%15,8991.7%Consumer DiscretionaryABTAbbott Laboratories$1,408,689$108,381 ▲8.3%10,6061.6%MedicalLINDE PLC$1,355,296$106,913 ▲8.6%2,9791.5%SHSCNQCanadian Natural Resources$1,323,697$45,865 ▲3.6%45,6291.5%EnergyCVXChevron$1,258,965$104,014 ▲9.0%9,0901.4%EnergyDEDeere & Company$1,169,976$114,156 ▲10.8%2,4291.3%IndustrialsMAMastercard$1,122,696$126,982 ▲12.8%2,0071.3%Business ServicesPSAPublic Storage$1,083,241$102,651 ▲10.5%3,6091.2%FinanceVMCVulcan Materials$999,301$21,898 ▲2.2%3,7421.1%ConstructionIIPRInnovative Industrial Properties$944,226$104,083 ▲12.4%16,9101.1%FinanceORLYO'Reilly Automotive$921,166$60,473 ▲7.0%6551.0%Retail/WholesaleFASTFastenal$905,127$55,185 ▲6.5%11,0221.0%Retail/WholesaleHDHome Depot$905,103$21,142 ▲2.4%2,4831.0%Retail/WholesaleNVSNovartis$903,005$25,715 ▲2.9%7,9011.0%MedicalNOWServiceNow$806,3220.0%8250.9%Computer and TechnologyYUMYum! Brands$749,279$3,728 ▼-0.5%5,0240.8%Retail/WholesaleMUMicron Technology$744,238$12,915 ▼-1.7%9,2200.8%Computer and TechnologyXYLXylem$697,1670.0%5,6110.8%Business ServicesWMWaste Management$645,674$10,995 ▼-1.7%2,7600.7%Business ServicesPFEPfizer$574,339$5,687 ▼-1.0%23,7330.7%MedicalMCKMcKesson$524,932$5,667 ▼-1.1%7410.6%MedicalGOOGLAlphabet$506,8530.0%3,0900.6%Computer and TechnologyAMATApplied Materials$500,353$1,551 ▼-0.3%3,2260.6%Computer and TechnologyPGProcter & Gamble$481,239$23,757 ▲5.2%2,9980.5%Consumer StaplesSHWSherwin-Williams$475,444$53,946 ▲12.8%1,3220.5%Basic MaterialsBACBank of America$475,426$6,243 ▼-1.3%11,5760.5%FinanceDGXQuest Diagnostics$468,186$12,456 ▼-2.6%2,6310.5%MedicalWFCWells Fargo & Company$466,268$25,830 ▲5.9%6,3180.5%FinanceCRMSalesforce$465,1600.0%1,6910.5%Computer and TechnologyMCHPMicrochip Technology$451,600$81,447 ▼-15.3%9,4260.5%Computer and TechnologyUGIUGI$442,978$7,024 ▼-1.6%13,2430.5%UtilitiesDLTRDollar Tree$422,883$60,857 ▼-12.6%5,0170.5%Retail/WholesaleCHTRCharter Communications$416,1850.0%1,0810.5%Consumer DiscretionaryVZVerizon Communications$403,502$137,650 ▲51.8%9,2250.5%Computer and TechnologyTAT&T$379,168$10,243 ▼-2.6%13,7330.4%Computer and TechnologyDRIDarden Restaurants$363,536$43,836 ▼-10.8%1,7830.4%Retail/WholesaleCVSCVS Health$353,828$13,222 ▼-3.6%5,2450.4%MedicalCMGChipotle Mexican Grill$340,2960.0%6,6000.4%Retail/WholesaleDGDollar General$337,180$9,481 ▼-2.7%3,7340.4%Retail/WholesaleCHDChurch & Dwight$316,275$2,324 ▼-0.7%3,4030.4%Consumer StaplesJNJJohnson & Johnson$312,240$61,667 ▲24.6%2,0000.4%MedicalRCLRoyal Caribbean Cruises$307,903$2,299 ▼-0.7%1,3390.3%Consumer DiscretionaryUPSUnited Parcel Service$294,695$24,196 ▼-7.6%3,0570.3%TransportationSBUXStarbucks$288,200$4,404 ▼-1.5%3,4030.3%Retail/WholesaleSYKStryker$275,7220.0%7290.3%MedicalBDXBecton, Dickinson and Company$272,580$33,081 ▼-10.8%1,6150.3%MedicalMRKMerck & Co., Inc.$271,666$1,248 ▼-0.5%3,2660.3%MedicalVLOValero Energy$269,733$2,735 ▼-1.0%2,2680.3%EnergyMDLZMondelez International$264,902$7,656 ▼-2.8%3,9100.3%Consumer StaplesAMDAdvanced Micro Devices$263,302$40,014 ▼-13.2%2,6650.3%Computer and TechnologyCOFCapital One Financial$261,647$3,944 ▼-1.5%1,3930.3%FinanceEXPEagle Materials$260,8770.0%1,1150.3%ConstructionBALLBall$253,547$29,601 ▼-10.5%4,9080.3%IndustrialsEXCExelon$240,627$5,578 ▼-2.3%5,1770.3%UtilitiesREVGREV Group$234,6340.0%6,7000.3%TransportationULUnilever$233,744$15,558 ▼-6.2%3,6810.3%Consumer StaplesOXYOccidental Petroleum$226,563$1,218 ▼-0.5%5,5790.3%EnergyADBEAdobe$218,2390.0%5730.2%Computer and TechnologySTZConstellation Brands$215,202$215,202 ▲New Holding1,1510.2%Consumer StaplesKRKroger$210,731$11,523 ▼-5.2%2,9260.2%Retail/WholesaleKOCoca-Cola$206,710$206,710 ▲New Holding2,8850.2%Consumer StaplesGXOGXO Logistics$200,882$4,690 ▼-2.3%5,3540.2%TransportationPPGPPG Industries$200,097$9,723 ▼-4.6%1,8110.2%Basic MaterialsBECNBeacon Roofing Supply$0$1,396,181 ▼-100.0%00.0%Retail/WholesaleDALDelta Air Lines$0$294,501 ▼-100.0%00.0%TransportationMETAMeta Platforms$0$247,938 ▼-100.0%00.0%Computer and TechnologyNKENIKE$0$225,786 ▼-100.0%00.0%Consumer DiscretionaryHRIHerc$0$213,815 ▼-100.0%00.0%TransportationIBMInternational Business Machines$0$200,358 ▼-100.0%00.0%Computer and TechnologyShowing 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. Real-time analyst ratings, insider transactions, earnings data, and more. Our daily ratings and market update email newsletter. Sign in to your free account to enjoy all that MarketBeat has to offer. Sign In Create Account Your Email Address: Email Address Required Your Password: Password Required Log In or Sign in with Facebook Sign in with Google Forgot your password? Your Email Address: Please enter your email address. Please enter a valid email address Choose a Password: Please enter your password. Your password must be at least 8 characters long and contain at least 1 number, 1 letter, and 1 special character. Create My Account (Free) or Sign in with Facebook Sign in with Google By creating a free account, you agree to our terms of service. This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.
