Lyons Wealth Management Q3 2019 vs. Q4 2019: Trends, Changes, and Performance

The world of investments is constantly evolving, and it takes a keen eye to identify the right opportunities to invest in. This is why portfolio managers like Lyons Wealth Management LLC keep looking for the best strategies to maximize returns for their clients. In this article, we will analyze the changes between the Q3 2019 and Q4 2019 13F holdings and try to understand why they occurred. We will focus on the top 10 holdings of Lyons Wealth Management LLC and how they evolved from Q3 2019 to Q4 2019. In particular, we will analyze the trends and changes that happened during this period and why they influenced the overall performance of the portfolio. Apple Inc Apple Inc was the top holding of Lyons Wealth Management LLC in both Q3 2019 and Q4 2019. However, the number of shares held increased from 36,462 in Q3 2019 to 38,962 in Q4 2019. The increase in holdings represents a 6.86% change, which is a significant jump. Moreover, the value of shares held also went up from $8,166,000 to $11,441,000, reflecting a 40.11% change. United Parcel Service Inc The second-largest holding of Lyons Wealth Management LLC, United Parcel Service Inc (UPS), experienced a decrease in holdings from 29,349 shares in Q3 2019 to 25,285 shares in Q4 2019. The decline in holdings resulted in a 15.81% decrease in the number of shares held. Meanwhile, the value of shares held decreased from $3,515,000 to $2,959,000, reflecting a 15.80% change. Microsoft Corp Microsoft Corp was the sixth-largest holding of Lyons Wealth Management LLC in both Q3 2019 and Q4 2019. The number of shares held remained constant at 11,897. However, the value of shares held increased from $1,655,000 to $1,876,000, reflecting a 13.38% change. Boeing Co The ninth-largest holding of Lyons Wealth Management LLC, Boeing Co, experienced a drop in the number of shares held from 1,970 in Q3 2019 to 1,838 in Q4 2019. The decline meant that the number of shares held decreased by 6.68%. Meanwhile, the value of shares held fell from $749,000 to $598,000, reflecting a 20.16% change. Other holdings Ishares TR, which consists of IEF, IEI, and SHY, experienced a decrease in holdings for both the number of shares held and the value of shares held. The waitr hldgs Inc call option went down by 70%, while the waitr hldgs Inc, Nvidia Corp, Advanced Micro Devices Inc, Select Sector Spdr Tr, and Occidental Pete Corp put options witnessed a 100% decrease. Constellation Brands Inc was the only new holding added in Q3 2019. Why the changes occurred There is no single answer to why Lyons Wealth Management LLC made their investment decisions. However, we can make some assumptions based on the changes in their holdings. For instance, the increase in holdings for Apple Inc could mean that Lyons Wealth Management LLC believes that Apple Inc is a strong company that is poised for growth. Meanwhile, the decrease in holdings for United Parcel Service Inc and Boeing Co could indicate that Lyons Wealth Management LLC is skeptical about their prospects. Moreover, the decrease in holdings for Ishares TR could mean that Lyons Wealth Management LLC lost confidence in the US Treasuries market. Similarly, the decrease in holdings for the Occidental Pete Corp could illustrate a changing preference for investing in the energy sector. Conclusion In conclusion, investment strategies vary, but the common goal is maximizing returns for clients. Lyons Wealth Management LLC had some notable changes in their Q3 2019 to Q4 2019 holdings, and understanding these changes can give us clues about how they make their investment decisions. However, we should note that past performance doesn't always guarantee future results. It is essential to keep monitoring changes in the market to build resilient portfolios and minimize risks.