Lynch & Associates Purchases in Q3 2024

Lynch & Associates

  • $467 Million
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
MCD
Mcdonalds Corp

Consumer Cyclical
21
+ 0.06%
$245.82 - $304.51 $5.16K - $6.39K
33.2K $10.1M
LOW
Lowes Companies Inc

Consumer Cyclical
86
+ 0.34%
$213.3 - $270.78 $18.3K - $23.3K
25K $6.78M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
1.97K
+ 0.66%
$57.32 - $62.65 $113K - $123K
300K $18.7M
MMM
3 M CO

Industrials
480
+ 1.91%
$99.69 - $139.42 $47.9K - $66.9K
25.6K $3.5M
CSCO
Cisco Systems, Inc.

Technology
1.34K
+ 0.91%
$44.74 - $53.22 $60.1K - $71.5K
149K $7.93M
NEE
Nextera Energy Inc

Utilities
800
+ 1.41%
$69.9 - $84.97 $55.9K - $68K
57.4K $4.86M
SCHD
Schwab Strategic Tr Us Dividen

ETFs
6.01K
+ 15.96%
$77.02 - $85.06 $463K - $511K
43.7K $3.69M
RTX
Raytheon Technologies Corp

Industrials
584
+ 1.79%
$99.55 - $123.34 $58.1K - $72K
33.2K $4.02M
SPYV
Spdr Portfolio S&P 500 Value E

ETFs
1.51K
+ 1.08%
$48.51 - $52.86 $73.4K - $80K
141K $7.47M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
1.18K
+ 2.4%
$105.53 - $118.34 $125K - $140K
50.5K $5.9M
SHW
Sherwin Williams CO

Basic Materials
265
+ 5.14%
$294.65 - $384.0 $78.1K - $102K
5.42K $2.07M
DUK
Duke Energy Corp

Utilities
341
+ 1.09%
$99.35 - $117.71 $33.9K - $40.1K
31.6K $3.64M
USB
Us Bancorp \De\

Financial Services
1.58K
+ 2.45%
$39.04 - $47.23 $61.5K - $74.4K
66K $3.02M
SYK
Stryker Corp

Healthcare
172
+ 0.94%
$315.94 - $371.96 $54.3K - $64K
18.4K $6.64M
ITW
Illinois Tool Works Inc

Industrials
164
+ 1.03%
$233.14 - $263.97 $38.2K - $43.3K
16K $4.2M
SYY
Sysco Corp

Consumer Defensive
72
+ 0.12%
$69.16 - $78.98 $4.98K - $5.69K
62.2K $4.85M
CGDV
Capital Group Divid Value ETF

ETFs
11K
New
$32.96 - $36.48 $361K - $400K
11K $399K
UNP
Union Pacific Corp

Industrials
779
+ 10.94%
$221.78 - $256.09 $173K - $199K
7.9K $1.95M
FNCL
Fidelity Covington Tr Msci Fin

ETFs
1.29K
+ 3.87%
$57.69 - $64.56 $74.4K - $83.2K
34.6K $2.21M
FHLC
Fidelity Covington Tr Msci Hea

ETFs
1.9K
+ 6.23%
$67.43 - $74.23 $128K - $141K
32.4K $2.36M
AFBI
Affinity Bancshares, Inc.

Financial Services
12.4K
New
$21.0 - $21.85 $261K - $271K
12.4K $265K
FIDU
Fidelity Covington Tr Msci Ind

ETFs
1.18K
+ 5.03%
$64.53 - $72.17 $75.8K - $84.8K
24.5K $1.77M
FDIS
Fidelity Covington Tr Msci Con

ETFs
944
+ 5.4%
$75.81 - $88.73 $71.6K - $83.8K
18.4K $1.63M
FTEC
Fidelity Covington Tr Msci Inf

ETFs
843
+ 3.83%
$152.9 - $180.39 $129K - $152K
22.9K $3.99M
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
1.03K
+ 3.38%
$58.03 - $65.37 $59.9K - $67.5K
31.6K $2.05M
NKE
Nike, Inc.

Consumer Cyclical
2.29K
New
$71.09 - $89.44 $163K - $205K
2.29K $202K
MO
Altria Group, Inc.

Consumer Defensive
850
+ 2.97%
$45.95 - $54.71 $39.1K - $46.5K
29.5K $1.51M
META
Meta Platforms, Inc.

Communication Services
150
+ 9.07%
$453.41 - $572.44 $68K - $85.9K
1.8K $1.03M
VZ
Verizon Communications Inc

Communication Services
1.5K
+ 4.56%
$38.89 - $45.0 $58.3K - $67.5K
34.4K $1.55M
TXN
Texas Instruments Inc

Technology
826
+ 3.26%
$194.6 - $194.6 $161K - $161K
26.2K $5.09M
MDT
Medtronic PLC

Healthcare
1K
+ 15.81%
$76.84 - $91.03 $76.8K - $91K
7.32K $659K
FSTA
Fidelity Covington Tr Msci Con

ETFs
1.3K
+ 5.13%
$47.12 - $51.72 $61.3K - $67.3K
26.7K $1.36M
AMGN
Amgen Inc

Healthcare
345
+ 6.93%
$309.38 - $337.38 $107K - $116K
5.33K $1.72M
FUTY
Fidelity Covington Tr Msci Uti

ETFs
908
+ 7.42%
$43.67 - $51.82 $39.7K - $47.1K
13.2K $681K
V
Visa Inc.

Financial Services
159
+ 2.3%
$253.74 - $291.56 $40.3K - $46.4K
7.08K $1.95M
CI
Cigna Corp

Healthcare
154
+ 3.54%
$319.12 - $367.1 $49.1K - $56.5K
4.5K $1.56M
FCOM
Fidelity Covington Tr Msci Com

ETFs
990
+ 4.2%
$49.09 - $55.08 $48.6K - $54.5K
24.5K $1.35M
RDVY
First Trust Rising Dividend Ac

ETFs
1.31K
+ 15.22%
$53.68 - $59.24 $70.1K - $77.3K
9.88K $584K
TSLA
Tesla, Inc.

Consumer Cyclical
81
+ 5.56%
$191.76 - $263.26 $15.5K - $21.3K
1.54K $402K
CGUS
Capital Group Core Equity ETF
2.19K
+ 14.5%
$31.19 - $34.33 $68.4K - $75.3K
17.3K $593K
CGGR
Capital Group Growth ETF Shs C

ETFs
1.98K
+ 13.89%
$30.71 - $34.79 $60.7K - $68.7K
16.2K $563K
NVDA
Nvidia Corp

Technology
882
+ 13.69%
$98.91 - $134.91 $87.2K - $119K
7.32K $889K
FTCS
First Trust Capital Strength E

ETFs
648
+ 13.03%
$83.58 - $90.94 $54.2K - $58.9K
5.62K $510K
FMAT
Fidelity Covington Tr Msci Mat

ETFs
440
+ 4.8%
$48.71 - $54.57 $21.4K - $24K
9.61K $520K
TTE
Total Energies Se

Energy
40
+ 0.12%
$68.61 - $68.61 $2.74K - $2.74K
32.7K $2.24M
FREL
Fidelity Covington Tr Msci Rea

ETFs
433
+ 3.91%
$25.07 - $29.94 $10.9K - $13K
11.5K $339K
DFAS
Dimensional ETF Tr U S Small C

ETFs
576
+ 14.5%
$59.25 - $65.33 $34.1K - $37.6K
4.55K $295K
CAT
Caterpillar Inc

Industrials
6
+ 0.85%
$316.8 - $391.12 $1.9K - $2.35K
708 $276K
BAC
Bank Of America Corp

Financial Services
906
+ 0.62%
$36.65 - $44.13 $33.2K - $40K
147K $5.83M
Activity Summary
Buys All Purchases 59 New Holdings 3 Increased Positions 56 Sells All Sells 43 Reductions 43 Sold out 0 Options Calls 0 Puts 0
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