Lindenwold Advisors Reduced Holdings in Q4 2024

Lindenwold Advisors

  • $183 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
MUB
Ishares National Muni Bond ETF

ETFs
-19.7K
- 17.43%
$105.78 - $108.7 $2.08M - $2.14M
93.2K $9.93M
UNH
Unitedhealth Group Inc

Healthcare
-1.2K
- 13.45%
$485.52 - $625.25 $582K - $749K
7.71K $3.9M
SUB
Ishares Short Term National Mu

ETFs
-10.9K
- 18.31%
$104.94 - $106.2 $1.14M - $1.15M
48.5K $5.12M
ADBE
Adobe Inc.

Technology
-1.08K
- 25.99%
$437.39 - $552.96 $471K - $596K
3.07K $1.36M
DVN
Devon Energy Corp

Energy
-12.6K
- 47.23%
$30.52 - $42.96 $385K - $542K
14.1K $461K
CMCSA
Comcast Corp

Communication Services
-11.4K
- 37.0%
$37.39 - $45.14 $428K - $516K
19.5K $730K
DELL
Dell Technologies Inc.

Technology
-4.37K
- 46.65%
$111.96 - $144.21 $490K - $631K
5K $576K
KLAC
Kla Corp

Technology
-71
- 2.68%
$614.46 - $829.55 $43.6K - $58.9K
2.58K $1.63M
ULTA
Ulta Beauty, Inc.

Consumer Cyclical
-1.45K
- 29.94%
$338.38 - $446.21 $489K - $645K
3.38K $1.47M
AVY
Avery Dennison Corp

Industrials
-241
- 2.35%
$186.26 - $220.48 $44.9K - $53.1K
10K $1.88M
EXPD
Expeditors International Of Washington Inc

Industrials
-373
- 2.23%
$110.5 - $128.26 $41.2K - $47.8K
16.3K $1.81M
LMT
Lockheed Martin Corp

Industrials
-106
- 3.18%
$479.66 - $614.62 $50.8K - $65.1K
3.23K $1.57M
ABBV
Abb Vie Inc.

Healthcare
-328
- 2.08%
$164.99 - $203.87 $54.1K - $66.9K
15.4K $2.74M
MMC
Marsh & Mclennan Companies, Inc.

Financial Services
-950
- 6.35%
$209.89 - $233.24 $199K - $222K
14K $2.98M
HOLX
Hologic Inc

Healthcare
-986
- 3.2%
$70.76 - $83.72 $69.8K - $82.5K
29.8K $2.15M
PSA
Public Storage

Real Estate
-181
- 4.12%
$289.33 - $360.21 $52.4K - $65.2K
4.21K $1.26M
UNP
Union Pacific Corp

Industrials
-429
- 3.34%
$223.15 - $249.32 $95.7K - $107K
12.4K $2.83M
PEP
Pepsico Inc

Consumer Defensive
-570
- 4.49%
$151.29 - $176.1 $86.2K - $100K
12.1K $1.84M
PGR
Progressive Corp

Financial Services
-506
- 4.06%
$239.6 - $268.88 $121K - $136K
12K $2.86M
MSFT
Microsoft Corp

Technology
-266
- 1.36%
$406.35 - $454.46 $108K - $121K
19.2K $8.1M
MRK
Merck & Co., Inc.

Healthcare
-316
- 2.24%
$96.31 - $114.76 $30.4K - $36.3K
13.8K $1.37M
SFM
Sprouts Farmers Market, Inc.

Consumer Defensive
-2.66K
- 25.44%
$110.69 - $154.48 $295K - $412K
7.81K $992K
MCD
Mcdonalds Corp

Consumer Cyclical
-128
- 1.67%
$288.47 - $316.54 $36.9K - $40.5K
7.55K $2.19M
HD
Home Depot, Inc.

Consumer Cyclical
-121
- 2.05%
$385.02 - $431.37 $46.6K - $52.2K
5.77K $2.25M
CSL
Carlisle Companies Inc

Industrials
-44
- 3.18%
$368.67 - $480.91 $16.2K - $21.2K
1.34K $493K
CRUS
Cirrus Logic, Inc.

Technology
-154
- 3.45%
$99.58 - $125.3 $15.3K - $19.3K
4.31K $428K
PG
Procter & Gamble CO

Consumer Defensive
-240
- 1.57%
$161.05 - $179.7 $38.7K - $43.1K
15.1K $2.53M
EXPO
Exponent Inc

Industrials
-180
- 4.57%
$88.94 - $114.63 $16K - $20.6K
3.76K $335K
SSD
Simpson Manufacturing Co., Inc.

Basic Materials
-339
- 15.83%
$165.45 - $196.93 $56.1K - $66.8K
1.8K $298K
WLK
Westlake Corp

Basic Materials
-90
- 3.25%
$113.23 - $148.98 $10.2K - $13.4K
2.68K $307K
TTEK
Tetra Tech Inc

Industrials
-399
- 3.63%
$39.8 - $50.52 $15.9K - $20.2K
10.6K $421K
WSO
Watsco Inc

Industrials
-93
- 3.68%
$466.57 - $568.78 $43.4K - $52.9K
2.44K $1.15M
AMR
Alpha Metallurgical Resources, Inc.

Basic Materials
-111
- 7.31%
$198.56 - $251.73 $22K - $27.9K
1.41K $281K
ARW
Arrow Electronics Inc

Technology
-117
- 3.74%
$112.44 - $137.23 $13.2K - $16.1K
3.02K $341K
CVLT
Commvault Systems Inc

Technology
-347
- 4.94%
$132.26 - $177.6 $45.9K - $61.6K
6.68K $1.01M
CVX
Chevron Corp

Energy
-226
- 1.44%
$141.15 - $162.53 $31.9K - $36.7K
15.4K $2.23M
LMAT
Lemaitre Vascular Inc

Healthcare
-575
- 17.14%
$85.64 - $107.97 $49.2K - $62.1K
2.78K $256K
ACN
Accenture PLC

Technology
-122
- 2.36%
$343.9 - $376.86 $42K - $46K
5.06K $1.78M
ASGN
Asgn Inc

Technology
-144
- 3.75%
$83.2 - $100.79 $12K - $14.5K
3.7K $307K
MTG
Mgic Investment Corp

Financial Services
-611
- 3.68%
$23.32 - $26.4 $14.2K - $16.1K
16K $379K
TTC
Toro CO

Industrials
-164
- 3.56%
$80.1 - $88.44 $13.1K - $14.5K
4.45K $356K
OC
Owens Corning

Industrials
-110
- 3.47%
$169.41 - $210.81 $18.6K - $23.2K
3.06K $520K
EOG
Eog Resources Inc

Energy
-233
- 2.13%
$118.22 - $136.54 $27.5K - $31.8K
10.7K $1.31M
STVN
Stevanato Group S.P.A.

Healthcare
-2.45K
- 20.49%
$17.27 - $23.67 $42.2K - $57.9K
9.49K $206K
WTRG
Essential Utilities, Inc.

Utilities
-305
- 3.85%
$36.18 - $40.55 $11K - $12.4K
7.63K $276K
ALTR
Altair Engineering Inc.

Technology
-723
- 18.98%
$91.78 - $110.67 $66.4K - $80K
3.09K $336K
GNTX
Gentex Corp

Consumer Cyclical
-474
- 3.78%
$28.6 - $31.34 $13.6K - $14.9K
12.1K $346K
MEDP
Medpace Holdings, Inc.

Healthcare
-72
- 3.55%
$308.93 - $363.58 $22.2K - $26.2K
1.95K $649K
SPSC
Sps Commerce Inc

Technology
-14
- 0.78%
$165.0 - $198.81 $2.31K - $2.78K
1.78K $326K
Activity Summary
Buys All Purchases 28 New Holdings 9 Increased Positions 19 Sells All Sells 81 Reductions 81 Sold out 0 Options Calls 0 Puts 0
Track This Portfolio

Track Lindenwold Advisors Portfolio

Follow Lindenwold Advisors and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Lindenwold Advisors, based on Form 13F filings with the SEC.

News

Stay updated on Lindenwold Advisors with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email