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CIK: 0001874374
Total reported value
$211.6M
$211.6M
112 檔
24.7%
As reported in its official Q2 2024 Form 13F filing, Lindenwold Advisors, INC's tracked investment portfolio stood at $211.6M with 112 total positions.
During Q2 2024, Lindenwold Advisors, INC's portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | VXUS | Vanguard Total Intl Stock | ETF-Other | 9.10% | +1.07% | +6.88% | |
| 2 | MUB | Ishares National Muni Bond E | ETF-Other | 6.16% | -0.22% | +2.87% | |
| 3 | MSFT | Microsoft CORP | Stock-Tech | 4.61% | +0.17% | -1.14% | |
| 4 | AAPL | Apple Inc | Stock-Tech | 4.59% | -0.99% | +0.12% | |
| 5 | SUB | Ishares Short-term National | ETF-Other | 3.47% | — | -0.03% | |
| 6 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 2.86% | +0.90% | -0.15% | |
| 7 | MBB | Ishares Mbs ETF | ETF-Other | 2.78% | +0.03% | +9.46% | |
| 8 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 2.41% | -1.60% | -0.63% | |
| 9 | KORP | American Century Diversified | ETF-Other | 2.35% | +0.07% | +7.18% | |
| 10 | CORP | Pimco Inv Grade CORP Bd ETF | ETF-Other | 2.24% | +0.05% | +10.02% | |
| 11 | NVDA | Nvidia CORP | Stock-Tech | 2.22% | +2.06% | +922.33% | |
| 12 | CALF | Pcr US Sm Cp Csh Cws Etf-usd | ETF-Other | 2.18% | — | -8.75% | |
| 13 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 2.17% | -0.01% | -0.51% | |
| 14 | CDNS | Cadence Design Sys Inc | Stock-Tech | 1.67% | +0.16% | -2.14% | |
| 15 | MRSH | Marsh & Mclennan Cos | Stock-Financials | 1.67% | -0.53% | -0.54% | |
| 16 | META | Meta Platforms Inc-class A | Stock-Comm Services | 1.59% | +0.16% | -0.47% | |
| 17 | UNP | Union Pacific CORP | Stock-Industrials | 1.54% | — | -0.85% | |
| 18 | ABBV | Abbvie Inc | Stock-Healthcare | 1.44% | -0.05% | -0.36% | |
| 19 | PGR | Progressive CORP | Stock-Financials | 1.40% | -0.44% | -1.14% | |
| 20 | ACN | Accenture plc | Stock-Tech | 1.39% | — | -0.42% | |
| 21 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 1.34% | — | -0.57% | |
| 22 | JPM | Jpmorgan Chase & Co | Stock-Financials | 1.30% | +0.20% | -0.25% | |
| 23 | CVX | Chevron CORP | Stock-Energy | 1.29% | -0.66% | +1.71% | |
| 24 | LRCXEUR | Lam Research CORP | Stock-Tech | 1.26% | — | -1.72% | |
| 25 | ADBE | Adobe Inc | Stock-Tech | 1.23% | +0.17% | +0.81% | |
| 26 | HO1 | Hologic Inc | Stock-Other | 1.20% | -1.04% | EXIT | |
| 27 | AVY | Avery Dennison CORP | Stock-Consumer Disc | 1.19% | -0.97% | EXIT | |
| 28 | KLAC | Kla CORP | Stock-Tech | 1.18% | +0.03% | -0.85% | |
| 29 | BLKCHF | Blackrock Inc | Stock-Other | 1.17% | — | -0.43% | |
| 30 | GIS | General Mills Inc | Stock-Consumer Staples | 1.14% | — | -0.82% | |
| 31 | PEP | Pepsico Inc | Stock-Consumer Staples | 1.11% | — | -0.62% | |
| 32 | EXPD | Expeditors Intl Wash Inc | Stock-Industrials | 1.11% | — | -0.44% | |
| 33 | HD | Home Depot Inc | Stock-Consumer Disc | 1.07% | — | +0.07% | |
| 34 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 1.03% | — | -0.12% | |
| 35 | SCHO | Schwab Short-term US Treas | ETF-Other | 0.99% | — | -0.81% | |
| 36 | ULTA | Ulta Beauty Inc | Stock-Consumer Disc | 0.98% | +0.29% | +0.81% | |
| 37 | MRK | Merck & Co. Inc. | Stock-Healthcare | 0.93% | -0.68% | EXIT | |
| 38 | EA | Electronic Arts Inc | Stock-Comm Services | 0.88% | +0.20% | -0.73% | |
| 39 | CSCO | Cisco Systems Inc | Stock-Tech | 0.86% | — | +0.05% | |
| 40 | LMT | Lockheed Martin CORP | Stock-Industrials | 0.82% | — | +0.73% | |
| 41 | V | Visa Inc-class A Shares | Stock-Financials | 0.75% | — | -1.09% | |
| 42 | TGT | Target CORP | Stock-Consumer Disc | 0.74% | — | +0.06% | |
| 43 | EOG | Eog Resources Inc | Stock-Energy | 0.73% | — | +4.85% | |
| 44 | TMUS | T-mobile US Inc | Stock-Comm Services | 0.72% | — | +1.29% | |
| 45 | DELL | Dell Technologies -c | Stock-Tech | 0.68% | +0.17% | — | |
| 46 | PSA | Public Storage | Stock-Real Estate | 0.67% | — | +0.16% | |
| 47 | DVN | Devon Energy CORP | Stock-Energy | 0.67% | — | +4.73% | |
| 48 | SNA | Snap-on Inc | Stock-Industrials | 0.64% | — | -0.24% | |
| 49 | CMCSA | Comcast Corp-class A | Stock-Comm Services | 0.64% | — | -0.91% | |
| 50 | WSO | Watsco Inc | Stock-Industrials | 0.61% | -0.28% | -2.48% |
According to official SEC Form 13F filings, Lindenwold Advisors, INC reported a total U.S. public equity portfolio value of $211.6M across 112 disclosed positions in Q2 2024.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
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In terms of portfolio concentration, the top 5 core holdings (including VXUS, MUB, MSFT) accounted for 24.7% of total reported equity market value during Q2 2024.
During Q2 2024, Lindenwold Advisors, INC's top holdings by market value included VXUS (9.1%)、MUB (6.2%)、MSFT (4.6%). The largest single position, VXUS, represented 9.1% of total portfolio value.
In Q2 2024, Lindenwold Advisors, INC made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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