LYONS WEALTH MANAGEMENT, LLC. Information

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

Report Date: 03/31/2014

Position Statistics

Total Positions 79
New Positions 21
Increased Positions 43
Decreased Positions 28
Positions with Activity 71
Sold Out Positions 16
Total Mkt Value (in $ millions) 106

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 1.52%
Conglomerates
Consumer Cyclical 0.73%
Consumer/Non-Cyclical 1.85%
Energy 4.03%
Financial 26.36%
Healthcare 5.21%
Services 4.08%
Technology 25.12%
Transportation 30.52%
Utilities 0.58%

79 Positions as of 03/31/2014

Company Class Value of Shares ($1,000s) ▼ Change in Value ($1,000s) Change (%) Shares Held
UNITED PARCEL SERVICE INC CL B 31,258 -83 (0.27) 301,074
APPLE INC COM 9,480 503 5.60 100,387
ISHARES CORE S&P500 ETF 7,851 -3,789 (32.56) 39,462
ISHARES RUSSELL 2000 ETF 7,093 6,861 2,958.97 62,097
MICROSOFT CORP COM 5,333 218 4.27 119,341
PROSHARES TR PSHS ULT S&P 500 4,622 -2,707 (36.94) 39,160
PROSHARES TR PSHS ULTRUSS2000 3,732 3,732 New 45,025
QUALCOMM INC COM 3,455 15 .43 43,521
ENERGIZER HLDGS INC COM 2,027 1,379 212.73 17,006
OCCIDENTAL PETE CORP DEL COM 1,403 -221 (13.61) 13,900
EXXON MOBIL CORP COM 1,277 -164 (11.36) 12,435
NETAPP INC COM 1,070 New 28,977
LILLY ELI & CO COM 1,010 241 31.33 15,920
BANK OF AMERICA CORPORATION COM 984 New 63,526
SYMANTEC CORP COM 977 977 New 42,132
LORILLARD INC COM 905 214 30.94 14,680
CENTURYLINK INC COM 883 883 New 23,897
MAXIM INTEGRATED PRODS INC COM 877 275 45.77 25,738
L-3 COMMUNICATIONS HLDGS INC COM 840 176 26.43 6,884
PFIZER INC COM 835 194 30.23 27,159