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CIK: 0001874374
Total reported value
$211.6M
$211.6M
115 檔
26.0%
At the close of Q3 2024, Lindenwold Advisors, INC disclosed equity holdings valued at approximately $211.6M, spread across 115 reported holdings.
During Q3 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 | 9.33% | +1.07% | +1.18% | |
| 2 | MUB | Ishares National Muni Bond E | ETF-Other | 6.17% | -0.22% | +4.12% | |
| 3 | AAPL | Apple Inc | Stock-Tech | 4.84% | -0.99% | +1.06% | |
| 4 | MSFT | Microsoft CORP | Stock-Tech | 4.22% | +0.17% | +0.96% | |
| 5 | SUB | Ishares Short-term National | ETF-Other | 3.18% | — | -4.54% | |
| 6 | KORP | American Century Diversified | ETF-Other | 2.74% | +0.07% | +17.89% | |
| 7 | MBB | Ishares Mbs ETF | ETF-Other | 2.65% | +0.03% | -3.27% | |
| 8 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 2.62% | -1.60% | +0.42% | |
| 9 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 2.48% | +0.90% | +0.86% | |
| 10 | CALF | Pcr US Sm Cp Csh Cws Etf-usd | ETF-Other | 2.26% | — | +2.58% | |
| 11 | CORP | Pimco Inv Grade CORP Bd ETF | ETF-Other | 2.24% | +0.05% | +1.47% | |
| 12 | NVDA | Nvidia CORP | Stock-Tech | 2.09% | +2.06% | +1.11% | |
| 13 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.99% | -0.01% | +0.96% | |
| 14 | META | Meta Platforms Inc-class A | Stock-Comm Services | 1.71% | +0.16% | +0.29% | |
| 15 | MRSH | Marsh & Mclennan Cos | Stock-Financials | 1.68% | -0.53% | +1.06% | |
| 16 | UNP | Union Pacific CORP | Stock-Industrials | 1.60% | — | +0.76% | |
| 17 | PGR | Progressive CORP | Stock-Financials | 1.59% | -0.44% | -1.30% | |
| 18 | ABBV | Abbvie Inc | Stock-Healthcare | 1.57% | -0.05% | +0.06% | |
| 19 | BLKCHF | Blackrock Inc | Stock-Other | 1.34% | — | +0.72% | |
| 20 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 1.34% | — | +0.51% | |
| 21 | JPM | Jpmorgan Chase & Co | Stock-Financials | 1.29% | +0.20% | +0.68% | |
| 22 | HO1 | Hologic Inc | Stock-Other | 1.26% | -1.04% | EXIT | |
| 23 | GIS | General Mills Inc | Stock-Consumer Staples | 1.26% | — | +0.35% | |
| 24 | HD | Home Depot Inc | Stock-Consumer Disc | 1.20% | — | +0.99% | |
| 25 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 1.18% | — | +1.16% | |
| 26 | CVX | Chevron CORP | Stock-Energy | 1.16% | -0.66% | +1.54% | |
| 27 | SNA | Snap-on Inc | Stock-Industrials | 1.15% | — | +71.12% | |
| 28 | AVY | Avery Dennison CORP | Stock-Consumer Disc | 1.14% | -0.97% | EXIT | |
| 29 | EXPD | Expeditors Intl Wash Inc | Stock-Industrials | 1.11% | — | +0.69% | |
| 30 | PEP | Pepsico Inc | Stock-Consumer Staples | 1.09% | — | +0.68% | |
| 31 | ADBE | Adobe Inc | Stock-Tech | 1.08% | +0.17% | +0.29% | |
| 32 | KLAC | Kla CORP | Stock-Tech | 1.03% | +0.03% | -0.79% | |
| 33 | LMT | Lockheed Martin CORP | Stock-Industrials | 0.98% | — | +0.94% | |
| 34 | ULTA | Ulta Beauty Inc | Stock-Consumer Disc | 0.95% | +0.29% | +1.73% | |
| 35 | ACN | Accenture plc | Stock-Tech | 0.92% | — | -39.70% | |
| 36 | LRCXEUR | Lam Research CORP | Stock-Tech | 0.92% | — | +0.13% | |
| 37 | CDNS | Cadence Design Sys Inc | Stock-Tech | 0.86% | +0.16% | -37.75% | |
| 38 | EA | Electronic Arts Inc | Stock-Comm Services | 0.86% | +0.20% | +0.14% | |
| 39 | AEE | Ameren Corporation | Stock-Utilities | 0.85% | — | — | |
| 40 | MRK | Merck & Co. Inc. | Stock-Healthcare | 0.81% | -0.68% | EXIT | |
| 41 | PSA | Public Storage | Stock-Real Estate | 0.80% | — | +0.78% | |
| 42 | TMUS | T-mobile US Inc | Stock-Comm Services | 0.80% | — | +1.15% | |
| 43 | TGT | Target CORP | Stock-Consumer Disc | 0.75% | — | +1.46% | |
| 44 | V | Visa Inc-class A Shares | Stock-Financials | 0.74% | — | +0.47% | |
| 45 | SCHO | Schwab Short-term US Treas | ETF-Other | 0.70% | — | -26.58% | |
| 46 | EOG | Eog Resources Inc | Stock-Energy | 0.68% | — | +0.58% | |
| 47 | CMCSA | Comcast Corp-class A | Stock-Comm Services | 0.65% | — | +1.72% | |
| 48 | WSO | Watsco Inc | Stock-Industrials | 0.63% | -0.28% | +1.98% | |
| 49 | CSCO | Cisco Systems Inc | Stock-Tech | 0.61% | — | -33.06% | |
| 50 | SFM | Sprouts Farmers Market Inc | Stock-Consumer Staples | 0.58% | -0.27% | +3.56% |
According to official SEC Form 13F filings, Lindenwold Advisors, INC reported a total U.S. public equity portfolio value of $211.6M across 115 disclosed positions in Q3 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, AAPL) accounted for 26.0% of total reported equity market value during Q3 2024.
During Q3 2024, Lindenwold Advisors, INC's top holdings by market value included VXUS (9.3%)、MUB (6.2%)、AAPL (4.8%). The largest single position, VXUS, represented 9.3% of total portfolio value.
In Q3 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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