Lindenwold Advisors Portfolio Holdings
Lindenwold Advisors
- $183 Million
- Q4 2024
Lindenwold Advisors has filed its 13F form on February 10, 2025 for Q4 2024 where it was disclosed a total value porftolio of $183 Million distributed in 111 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Vanguard Star Fd Vanguard Tota with a value of $17M, Apple Inc. with a value of $9.95M, Ishares National Muni Bond ETF with a value of $9.93M, Microsoft Corp with a value of $8.1M, and Nvidia Corp with a value of $6.13M.
Examining the 13F form we can see an decrease of $15.5M in the current position value, from $198M to 183M.
Below you can find more details about Lindenwold Advisors portfolio as well as his latest detailed transactions.
Portfolio value
$183 Million
ETFs: $57 Million
Technology: $37.4 Million
Industrials: $18.1 Million
Consumer Cyclical: $14.5 Million
Financial Services: $13.2 Million
Communication Services: $13 Million
Healthcare: $11.8 Million
Consumer Defensive: $7.47 Million
Other: $10.2 Million
Stock Holdings Table Market Cap. of Under $50 Millions
| Stock | Market Cap. | Holding Value (Reported) | # of Shares. | Last Trade | Trade History |
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