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CIK: 0001874374
Total reported value
$211.6M
$211.6M
111 檔
24.1%
As reported in its official Q4 2024 Form 13F filing, Lindenwold Advisors, INC's tracked investment portfolio stood at $211.6M with 111 total positions.
During Q4 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 | 9.05% | +1.07% | +0.54% | |
| 2 | AAPL | Apple Inc | Stock-Tech | 5.31% | -0.99% | -3.68% | |
| 3 | MUB | Ishares National Muni Bond E | ETF-Other | 5.30% | -0.22% | -17.43% | |
| 4 | MSFT | Microsoft CORP | Stock-Tech | 4.33% | +0.17% | -1.36% | |
| 5 | NVDA | Nvidia CORP | Stock-Tech | 3.27% | +2.06% | +33.76% | |
| 6 | KORP | American Century Diversified | ETF-Other | 3.00% | +0.07% | +8.52% | |
| 7 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 2.94% | +0.90% | -1.96% | |
| 8 | MBB | Ishares Mbs ETF | ETF-Other | 2.80% | +0.03% | +4.24% | |
| 9 | SUB | Ishares Short-term National | ETF-Other | 2.73% | — | -18.31% | |
| 10 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 2.43% | -0.01% | -2.21% | |
| 11 | CORP | Pimco Inv Grade CORP Bd ETF | ETF-Other | 2.42% | +0.05% | +6.39% | |
| 12 | CALF | Pcr US Sm Cp Csh Cws Etf-usd | ETF-Other | 2.27% | — | +0.19% | |
| 13 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 2.08% | -1.60% | -13.45% | |
| 14 | META | Meta Platforms Inc-class A | Stock-Comm Services | 1.79% | +0.16% | -3.40% | |
| 15 | MRSH | Marsh & Mclennan Cos | Stock-Financials | 1.59% | -0.53% | -6.35% | |
| 16 | PGR | Progressive CORP | Stock-Financials | 1.53% | -0.44% | -4.06% | |
| 17 | JPM | Jpmorgan Chase & Co | Stock-Financials | 1.52% | +0.20% | -2.60% | |
| 18 | UNP | Union Pacific CORP | Stock-Industrials | 1.51% | — | -3.34% | |
| 19 | BLK | Blackrock Inc | Stock-Financials | 1.48% | -0.39% | — | |
| 20 | ABBV | Abbvie Inc | Stock-Healthcare | 1.46% | -0.05% | -2.08% | |
| 21 | SNA | Snap-on Inc | Stock-Industrials | 1.42% | — | -0.68% | |
| 22 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 1.35% | — | -1.57% | |
| 23 | HD | Home Depot Inc | Stock-Consumer Disc | 1.20% | — | -2.05% | |
| 24 | CVX | Chevron CORP | Stock-Energy | 1.19% | -0.66% | -1.44% | |
| 25 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 1.17% | — | -1.67% | |
| 26 | HO1 | Hologic Inc | Stock-Other | 1.15% | -1.04% | EXIT | |
| 27 | GIS | General Mills Inc | Stock-Consumer Staples | 1.13% | — | -2.18% | |
| 28 | AVY | Avery Dennison CORP | Stock-Consumer Disc | 1.00% | -0.97% | EXIT | |
| 29 | CDNS | Cadence Design Sys Inc | Stock-Tech | 0.99% | +0.16% | -2.09% | |
| 30 | PEP | Pepsico Inc | Stock-Consumer Staples | 0.98% | — | -4.49% | |
| 31 | EXPD | Expeditors Intl Wash Inc | Stock-Industrials | 0.97% | — | -2.23% | |
| 32 | ACN | Accenture plc | Stock-Tech | 0.95% | — | -2.36% | |
| 33 | AEE | Ameren Corporation | Stock-Utilities | 0.92% | — | +0.35% | |
| 34 | TMUS | T-mobile US Inc | Stock-Comm Services | 0.91% | — | +0.18% | |
| 35 | EA | Electronic Arts Inc | Stock-Comm Services | 0.91% | +0.20% | -2.33% | |
| 36 | V | Visa Inc-class A Shares | Stock-Financials | 0.88% | — | -2.55% | |
| 37 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.87% | — | -8.55% | |
| 38 | KLAC | Kla CORP | Stock-Tech | 0.87% | +0.03% | -2.68% | |
| 39 | LRCX | Lam Research CORP | Stock-Tech | 0.84% | +0.28% | — | |
| 40 | LMT | Lockheed Martin CORP | Stock-Industrials | 0.84% | — | -3.18% | |
| 41 | ULTA | Ulta Beauty Inc | Stock-Consumer Disc | 0.79% | +0.29% | -29.94% | |
| 42 | SCHG | Schwab US Large-cap Growth | ETF-Other | 0.74% | — | — | |
| 43 | MRK | Merck & Co. Inc. | Stock-Healthcare | 0.73% | -0.68% | EXIT | |
| 44 | ADBE | Adobe Inc | Stock-Tech | 0.73% | +0.17% | -25.99% | |
| 45 | CSCO | Cisco Systems Inc | Stock-Tech | 0.71% | — | -0.57% | |
| 46 | EOG | Eog Resources Inc | Stock-Energy | 0.70% | — | -2.13% | |
| 47 | SCHO | Schwab Short-term US Treas | ETF-Other | 0.68% | — | +88.54% | |
| 48 | PSA | Public Storage | Stock-Real Estate | 0.67% | — | -4.12% | |
| 49 | WSO | Watsco Inc | Stock-Industrials | 0.62% | -0.28% | -3.68% | |
| 50 | SCHX | Schwab US Large-cap ETF | ETF-Other | 0.55% | — | — |
According to official SEC Form 13F filings, Lindenwold Advisors, INC reported a total U.S. public equity portfolio value of $211.6M across 111 disclosed positions in Q4 2024.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including VXUS, AAPL, MUB) accounted for 24.1% of total reported equity market value during Q4 2024.
During Q4 2024, Lindenwold Advisors, INC's top holdings by market value included VXUS (9.1%)、AAPL (5.3%)、MUB (5.3%). The largest single position, VXUS, represented 9.1% of total portfolio value.
In Q4 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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