Lindenwold Advisors Incresed Positions in Q3 2024

Lindenwold Advisors

  • $198 Million
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
3.35K
+ 1.18%
$58.03 - $65.37 $194K - $219K
286K $18.5M
SNA
Snap On Inc

Industrials
3.28K
+ 71.12%
$255.35 - $289.77 $837K - $950K
7.89K $2.28M
KORP
American Centy ETF Tr Diversif

ETFs
17.1K
+ 17.89%
$45.64 - $48.46 $781K - $829K
113K $5.45M
AAPL
Apple Inc.

Technology
431
+ 1.06%
$207.23 - $234.82 $89.3K - $101K
41.2K $9.61M
MUB
Ishares National Muni Bond ETF

ETFs
4.47K
+ 4.12%
$106.13 - $108.7 $474K - $485K
113K $12.3M
UNH
Unitedhealth Group Inc

Healthcare
37
+ 0.42%
$488.01 - $604.18 $18.1K - $22.4K
8.91K $5.21M
BLK
Black Rock Inc.

Financial Services
20
+ 0.72%
$782.27 - $949.51 $15.6K - $19K
2.81K $2.66M
META
Meta Platforms, Inc.

Communication Services
17
+ 0.29%
$453.41 - $572.44 $7.71K - $9.73K
5.92K $3.39M
ABBV
Abb Vie Inc.

Healthcare
10
+ 0.06%
$163.84 - $199.33 $1.64K - $1.99K
15.7K $3.11M
LMT
Lockheed Martin Corp

Industrials
31
+ 0.94%
$460.3 - $584.56 $14.3K - $18.1K
3.34K $1.95M
CALF
Pacer Fds Tr Pacer Us Small Ca

ETFs
2.42K
+ 2.58%
$42.22 - $48.62 $102K - $118K
96.3K $4.48M
HD
Home Depot, Inc.

Consumer Cyclical
58
+ 0.99%
$333.64 - $405.2 $19.4K - $23.5K
5.9K $2.39M
GIS
General Mills Inc

Consumer Defensive
119
+ 0.35%
$62.5 - $75.15 $7.44K - $8.94K
33.8K $2.5M
PSA
Public Storage

Real Estate
34
+ 0.78%
$283.13 - $365.01 $9.63K - $12.4K
4.39K $1.6M
SFM
Sprouts Farmers Market, Inc.

Consumer Defensive
360
+ 3.56%
$80.44 - $110.41 $29K - $39.7K
10.5K $1.16M
TSLA
Tesla, Inc.

Consumer Cyclical
5
+ 0.11%
$191.76 - $263.26 $959 - $1.32K
4.41K $1.15M
UNP
Union Pacific Corp

Industrials
97
+ 0.76%
$221.78 - $256.09 $21.5K - $24.8K
12.9K $3.17M
HOLX
Hologic Inc

Healthcare
595
+ 1.97%
$73.48 - $83.64 $43.7K - $49.8K
30.8K $2.51M
CORP
Pimco Investment Grade Corp Bd

ETFs
650
+ 1.47%
$94.36 - $100.01 $61.3K - $65K
44.7K $4.45M
TMUS
T Mobile Us, Inc.

Communication Services
88
+ 1.15%
$175.14 - $206.36 $15.4K - $18.2K
7.73K $1.6M
CVLT
Commvault Systems Inc

Technology
164
+ 2.39%
$119.99 - $155.51 $19.7K - $25.5K
7.03K $1.08M
MMC
Marsh & Mclennan Companies, Inc.

Financial Services
157
+ 1.06%
$210.25 - $231.86 $33K - $36.4K
15K $3.34M
CW
Curtiss Wright Corp

Industrials
67
+ 2.37%
$265.18 - $332.22 $17.8K - $22.3K
2.89K $950K
PG
Procter & Gamble CO

Consumer Defensive
77
+ 0.51%
$160.76 - $177.82 $12.4K - $13.7K
15.3K $2.65M
EXPD
Expeditors International Of Washington Inc

Industrials
114
+ 0.69%
$116.1 - $131.42 $13.2K - $15K
16.7K $2.2M
JPM
Jpmorgan Chase & CO

Financial Services
82
+ 0.68%
$194.9 - $224.8 $16K - $18.4K
12.2K $2.56M
CMCSA
Comcast Corp

Communication Services
522
+ 1.72%
$37.33 - $41.78 $19.5K - $21.8K
30.9K $1.29M
WSO
Watsco Inc

Industrials
49
+ 1.98%
$448.73 - $519.89 $22K - $25.5K
2.53K $1.24M
TGT
Target Corp

Consumer Defensive
137
+ 1.46%
$133.47 - $159.25 $18.3K - $21.8K
9.51K $1.48M
AIT
Applied Industrial Technologies Inc

Industrials
104
+ 4.3%
$183.8 - $224.77 $19.1K - $23.4K
2.52K $562K
CSWI
Csw Industrials, Inc.

Industrials
5
+ 0.6%
$263.55 - $370.84 $1.32K - $1.85K
835 $306K
TTEK
Tetra Tech Inc

Industrials
8.86K
+ 415.73%
$45.59 - $237.74 $404K - $2.11M
11K $517K
EXPO
Exponent Inc

Industrials
20
+ 0.51%
$93.45 - $115.28 $1.87K - $2.31K
3.94K $454K
CSL
Carlisle Companies Inc

Industrials
46
+ 3.44%
$376.5 - $449.34 $17.3K - $20.7K
1.38K $621K
MTG
Mgic Investment Corp

Financial Services
592
+ 3.7%
$21.29 - $25.74 $12.6K - $15.2K
16.6K $425K
PEP
Pepsico Inc

Consumer Defensive
86
+ 0.68%
$161.9 - $179.3 $13.9K - $15.4K
12.7K $2.16M
EWBC
East West Bancorp Inc

Financial Services
129
+ 1.81%
$70.41 - $88.25 $9.08K - $11.4K
7.27K $601K
RPM
Rpm International Inc

Basic Materials
97
+ 1.98%
$103.91 - $125.03 $10.1K - $12.1K
5.01K $605K
AAON
Aaon, Inc.

Industrials
20
+ 0.55%
$83.58 - $107.82 $1.67K - $2.16K
3.63K $390K
FFIN
First Financial Bankshares Inc

Financial Services
250
+ 2.83%
$28.56 - $39.46 $7.14K - $9.87K
9.09K $336K
V
Visa Inc.

Financial Services
25
+ 0.47%
$253.74 - $291.56 $6.34K - $7.29K
5.36K $1.47M
QTWO
Q2 Holdings, Inc.

Technology
45
+ 1.33%
$60.19 - $81.55 $2.71K - $3.67K
3.42K $272K
CUBE
Cube Smart

Real Estate
430
+ 8.35%
$43.74 - $54.55 $18.8K - $23.5K
5.58K $300K
WSM
Williams Sonoma Inc

Consumer Cyclical
2.08K
+ 101.86%
$128.47 - $280.94 $267K - $585K
4.12K $638K
FSV
First Service Corp

Real Estate
5
+ 0.26%
$152.13 - $183.13 $761 - $916
1.94K $354K
FDS
Factset Research Systems Inc

Financial Services
5
+ 0.45%
$397.04 - $469.48 $1.99K - $2.35K
1.11K $507K
CBSH
Commerce Bancshares Inc

Financial Services
309
+ 2.96%
$55.02 - $65.08 $17K - $20.1K
10.8K $639K
SSD
Simpson Manufacturing Co., Inc.

Basic Materials
35
+ 1.66%
$162.45 - $195.17 $5.69K - $6.83K
2.14K $409K
EA
Electronic Arts Inc.

Communication Services
17
+ 0.14%
$137.32 - $151.82 $2.33K - $2.58K
11.9K $1.71M
Activity Summary
Buys All Purchases 104 New Holdings 6 Increased Positions 98 Sells All Sells 10 Reductions 10 Sold out 0 Options Calls 0 Puts 0
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