LYONS WEALTH MANAGEMENT, LLC. Information

807 W. MORSE BLVD. #105, WINTER PARK, Florida, 32789, (407) 951-8710

Report Date: 12/31/2014

Position Statistics

Total Positions 72
New Positions 15
Increased Positions 26
Decreased Positions 40
Positions with Activity 66
Sold Out Positions 24
Total Mkt Value (in $ millions) 93

Institutional Holdings information is filed by major institutions on form 13-F with the Securities and Exchange Commission.

Sector Weighting

Basic Materials 0%
Capital Goods 4.01%
Conglomerates 0.49%
Consumer Cyclical 1.45%
Consumer/Non-Cyclical 2.89%
Energy 2.64%
Financial 6.01%
Healthcare 2.41%
Services 11.86%
Technology 35.67%
Transportation 31.8%
Utilities 0.77%

72 Positions as of 12/31/2014

Company Class Value of Shares ($1,000s) ▼ Change in Value ($1,000s) Change (%) Shares Held
UNITED PARCEL SERVICE INC CL B 29,649 70 .24 301,867
APPLE INC COM 14,965 -59 (0.39) 115,411
MICROSOFT CORP COM 5,246 916 21.17 121,038
QUALCOMM INC COM 4,084 1,174 40.33 59,757
NETAPP INC COM 1,920 -128 (6.24) 52,905
COACH INC COM 1,551 -29 (1.85) 36,602
EXXON MOBIL CORP COM 1,349 -57 (4.05) 15,415
GENERAL DYNAMICS CORP COM 1,341 -98 (6.82) 10,100
WESTERN UN CO COM 1,325 1,325 New 63,177
FOOT LOCKER INC COM 1,281 1,281 New 21,091
GAP INC DEL COM 1,249 251 25.09 30,311
HOME DEPOT INC COM 1,234 1,234 New 10,831
HARRIS CORP DEL COM 1,232 1,232 New 15,030
DR PEPPER SNAPPLE GROUP INC COM 1,227 -121 (8.98) 15,542
BOEING CO COM 1,219 1,219 New 8,135
AUTOMATIC DATA PROCESSING INC COM 1,181 1,181 New 13,776
INTERNATIONAL BUSINESS MACHS COM 1,178 229 24.12 6,922
LOCKHEED MARTIN CORP COM 1,176 -112 (8.67) 5,962
BEST BUY INC COM 1,167 -44 (3.62) 32,287
BLOCK H & R INC COM 1,122 1,122 New 34,387