Lynch & Associates Incresed Positions in Q4 2024

Lynch & Associates

  • $456 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
CSCO
Cisco Systems, Inc.

Technology
100
+ 0.07%
$52.45 - $60.02 $5.25K - $6K
149K $8.83M
GOOGL
Alphabet Inc.

Communication Services
738
+ 2.42%
$161.86 - $196.66 $119K - $145K
31.3K $5.92M
AMZN
Amazon Com Inc

Consumer Cyclical
824
+ 4.05%
$180.88 - $232.93 $149K - $192K
21.2K $4.65M
V
Visa Inc.

Financial Services
687
+ 9.7%
$273.87 - $320.91 $188K - $220K
7.77K $2.45M
TXN
Texas Instruments Inc

Technology
1.36K
+ 5.2%
N/A
27.5K $5.36M
NVDA
Nvidia Corp

Technology
845
+ 11.54%
$117.0 - $148.88 $98.9K - $126K
8.17K $1.1M
USB
Us Bancorp \De\

Financial Services
1.33K
+ 2.01%
$43.98 - $53.66 $58.3K - $71.2K
67.3K $3.22M
SCHD
Schwab Strategic Tr Us Dividen

ETFs
98.4K
+ 225.22%
$26.93 - $84.95 $2.65M - $8.36M
142K $3.88M
CGDV
Capital Group Divid Value ETF

ETFs
4.38K
+ 39.99%
$35.16 - $37.12 $154K - $163K
15.3K $541K
MO
Altria Group, Inc.

Consumer Defensive
1.91K
+ 6.49%
$49.06 - $57.74 $93.9K - $111K
31.4K $1.64M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
1.6K
+ 3.17%
$113.92 - $127.38 $182K - $203K
52K $6M
CGGR
Capital Group Growth ETF Shs C

ETFs
1.29K
+ 7.94%
$34.49 - $39.24 $44.3K - $50.4K
17.5K $649K
MDT
Medtronic PLC

Healthcare
1.94K
+ 26.42%
$79.61 - $92.24 $154K - $178K
9.26K $739K
BMY
Bristol Myers Squibb CO

Healthcare
452
+ 6.26%
$51.92 - $59.94 $23.5K - $27.1K
7.68K $434K
RDVY
First Trust Rising Dividend Ac

ETFs
983
+ 9.95%
$58.65 - $64.37 $57.7K - $63.3K
10.9K $642K
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
3.96K
+ 12.54%
$58.88 - $64.8 $233K - $257K
35.6K $2.1M
META
Meta Platforms, Inc.

Communication Services
31
+ 1.72%
$554.08 - $632.68 $17.2K - $19.6K
1.83K $1.08M
CVX
Chevron Corp

Energy
1.21K
+ 2.3%
$141.15 - $162.53 $170K - $196K
53.7K $7.77M
FTCS
First Trust Capital Strength E

ETFs
483
+ 8.59%
$87.62 - $94.03 $42.3K - $45.4K
6.11K $536K
DFAS
Dimensional ETF Tr U S Small C

ETFs
373
+ 8.2%
$63.58 - $71.15 $23.7K - $26.5K
4.92K $320K
HD
Home Depot, Inc.

Consumer Cyclical
297
+ 5.04%
$385.02 - $431.37 $114K - $128K
6.19K $2.41M
PM
Philip Morris International Inc.

Consumer Defensive
204
+ 1.26%
$118.38 - $133.06 $24.1K - $27.1K
16.4K $1.98M
IBM
International Business Machines Corp

Technology
278
+ 0.58%
$204.9 - $238.04 $57K - $66.2K
48.3K $10.6M
FENY
Fidelity Covington Tr Msci Ene

ETFs
532
+ 1.02%
$23.14 - $26.91 $12.3K - $14.3K
52.4K $1.25M
Fidelity Enhanced Mid Cap ETF
2.04K
+ 13.33%
N/A
17.3K $0
CAT
Caterpillar Inc

Industrials
2
+ 0.28%
$360.37 - $416.88 $721 - $834
710 $257K
SPYV
Spdr Portfolio S&P 500 Value E

ETFs
4.26K
+ 3.02%
$51.09 - $55.27 $218K - $236K
146K $7.45M
INTC
Intel Corp

Technology
904
+ 4.1%
$19.07 - $26.23 $17.2K - $23.7K
22.9K $459K
GE
General Electric CO

Industrials
4
+ 0.13%
$159.95 - $194.23 $640 - $777
3.14K $524K
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
19
+ 0.15%
$442.29 - $483.08 $8.4K - $9.18K
13K $5.88M
ITW
Illinois Tool Works Inc

Industrials
117
+ 0.73%
$253.56 - $278.5 $29.7K - $32.6K
16.1K $4.09M
UNP
Union Pacific Corp

Industrials
63
+ 0.8%
$223.15 - $249.32 $14.1K - $15.7K
7.96K $1.82M
RTX
Raytheon Technologies Corp

Industrials
171
+ 0.52%
$114.45 - $127.21 $19.6K - $21.8K
33.4K $3.86M
MMM
3 M CO

Industrials
95
+ 0.37%
$124.74 - $137.12 $11.9K - $13K
25.7K $3.32M
SHW
Sherwin Williams CO

Basic Materials
24
+ 0.44%
$338.75 - $399.71 $8.13K - $9.59K
5.44K $1.85M
FHLC
Fidelity Covington Tr Msci Hea

ETFs
281
+ 0.87%
$64.85 - $73.04 $18.2K - $20.5K
32.6K $2.14M
MCD
Mcdonalds Corp

Consumer Cyclical
156
+ 0.47%
$288.47 - $316.54 $45K - $49.4K
33.3K $9.66M
NEE
Nextera Energy Inc

Utilities
2.95K
+ 5.14%
$69.77 - $85.43 $206K - $252K
60.4K $4.33M
Activity Summary
Buys All Purchases 41 New Holdings 2 Increased Positions 39 Sells All Sells 59 Reductions 59 Sold out 0 Options Calls 0 Puts 0
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