Lynch & Associates Incresed Positions in Q4 2025

Lynch & Associates

  • $510 Million
  • Q4 2025
Stock Shares change Price Range Shares Held Trade History
XLK
Technology Sector Spdr

ETFs
10.1K
+ 100.0%
$278.39 - $304.13 $2.82M - $3.08M
20.2K $5.83M
LLY
Eli Lilly & CO

Healthcare
200
+ 2.34%
$799.57 - $1025.28 $160K - $205K
8.74K $8.93M
CSCO
Cisco Systems, Inc.

Technology
93
+ 0.06%
$67.46 - $78.0 $6.27K - $7.25K
150K $11.7M
AAPL
Apple Inc.

Technology
2.18K
+ 4.6%
$245.27 - $275.25 $534K - $600K
49.5K $13.2M
MRK
Merck & Co., Inc.

Healthcare
2.6K
+ 2.87%
$82.49 - $92.93 $214K - $241K
93K $8.63M
XOM
Exxon Mobil Corp

Energy
2.88K
+ 2.4%
$110.64 - $119.78 $318K - $344K
122K $14.4M
NEE
Nextera Energy Inc

Utilities
1.74K
+ 2.9%
$78.18 - $86.03 $136K - $150K
61.8K $5.3M
RTX
Raytheon Technologies Corp

Industrials
2.33K
+ 6.88%
$157.0 - $179.44 $366K - $418K
36.2K $6.35M
AMGN
Amgen Inc

Healthcare
1.03K
+ 19.8%
$290.13 - $341.71 $299K - $353K
6.24K $2.13M
XLY
Select Sector Spdr Consumer Di

ETFs
2.83K
+ 100.0%
$228.75 - $242.18 $648K - $686K
5.67K $1.31M
MDT
Medtronic PLC

Healthcare
4.37K
+ 40.36%
$90.06 - $98.43 $394K - $430K
15.2K $1.46M
MCD
Mcdonalds Corp

Consumer Cyclical
857
+ 2.58%
$293.81 - $310.11 $252K - $266K
34K $10.4M
FHLC
Fidelity Covington Tr Msci Hea

ETFs
917
+ 2.65%
$68.19 - $73.27 $62.5K - $67.2K
35.6K $2.59M
SPYV
Spdr Portfolio S&P 500 Value E

ETFs
2.49K
+ 1.6%
$54.27 - $56.85 $135K - $141K
157K $8.84M
CVS
Cvs Health Corp

Healthcare
2.47K
+ 9.94%
$76.69 - $83.04 $189K - $205K
27.3K $2.14M
CGGR
Capital Group Growth ETF Shs C

ETFs
4.92K
+ 14.9%
$43.04 - $45.68 $212K - $225K
37.9K $1.64M
CGDV
Capital Group Divid Value ETF

ETFs
3.19K
+ 8.18%
$41.33 - $43.47 $132K - $139K
42.2K $1.81M
BMY
Bristol Myers Squibb CO

Healthcare
2.69K
+ 23.7%
$42.6 - $49.08 $115K - $132K
14K $657K
AVGO
Broadcom Inc.

Technology
209
+ 5.41%
$324.63 - $385.98 $67.8K - $80.7K
4.07K $1.39M
DFAS
Dimensional ETF Tr U S Small C

ETFs
1.86K
+ 29.87%
$66.04 - $69.67 $123K - $129K
8.07K $542K
IJR
Ishares Core S&P Sm Cap ETF

ETFs
1.97K
+ 3.43%
$114.27 - $121.15 $225K - $238K
59.4K $6.94M
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
621
+ 1.46%
$72.17 - $75.74 $44.8K - $47K
43.1K $3.23M
CB
Chubb LTD

Financial Services
317
+ 40.03%
$268.2 - $296.22 $85K - $93.9K
1.11K $327K
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
30
+ 0.23%
$475.68 - $513.11 $14.3K - $15.4K
13.1K $6.66M
ITOT
Ishares Core S&P Total U.S. St

ETFs
351
+ 0.62%
$142.79 - $150.05 $50.1K - $52.7K
56.9K $8.32M
NVDA
Nvidia Corp

Technology
460
+ 6.14%
$179.83 - $207.04 $82.7K - $95.2K
7.95K $1.48M
FENY
Fidelity Covington Tr Msci Ene

ETFs
1.62K
+ 2.82%
$23.65 - $25.43 $38.3K - $41.2K
59.1K $1.5M
CGUS
Capital Group Core Equity ETF
1.8K
+ 5.24%
$38.81 - $40.67 $69.7K - $73.1K
36.1K $1.43M
FTCS
First Trust Capital Strength E

ETFs
1.02K
+ 9.7%
$90.55 - $93.84 $92.5K - $95.8K
11.5K $1.06M
FSTA
Fidelity Covington Tr Msci Con

ETFs
1.71K
+ 5.84%
$48.21 - $50.77 $82.4K - $86.8K
31K $1.52M
RDVY
First Trust Rising Dividend Ac

ETFs
981
+ 5.37%
$65.02 - $68.31 $63.8K - $67K
19.3K $1.29M
CVX
Chevron Corp

Energy
468
+ 0.9%
$148.9 - $157.72 $69.7K - $73.8K
52.5K $8.13M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
5.76K
+ 1.87%
$63.25 - $66.24 $364K - $381K
313K $20.1M
Fidelity Enhanced Small Cap Et
5.29K
+ 32.56%
N/A
21.5K $0
Fidelity Enhanced Mid Cap ETF
10.5K
+ 17.92%
N/A
69K $0
Fidelity Enhanced Internationa
5.62K
+ 15.8%
N/A
41.2K $0
Ge Vernova Inc
19
+ 3.96%
N/A
499 $0
COST
Costco Wholesale Corp

Consumer Defensive
1
+ 0.28%
$910.94 - $954.99 $911 - $955
364 $332K
FMAT
Fidelity Covington Tr Msci Mat

ETFs
316
+ 2.91%
$49.2 - $52.74 $15.5K - $16.7K
11.2K $560K
TSLA
Tesla, Inc.

Consumer Cyclical
45
+ 5.17%
$401.99 - $468.37 $18.1K - $21.1K
915 $374K
FNCL
Fidelity Covington Tr Msci Fin

ETFs
347
+ 0.97%
$73.1 - $76.24 $25.4K - $26.5K
36.1K $2.68M
FDIS
Fidelity Covington Tr Msci Con

ETFs
211
+ 1.11%
$97.86 - $103.65 $20.6K - $21.9K
19.3K $1.9M
V
Visa Inc.

Financial Services
68
+ 0.85%
$325.75 - $352.42 $22.2K - $24K
8.03K $2.62M
USB
Us Bancorp \De\

Financial Services
1.89K
+ 2.65%
$45.28 - $48.26 $85.6K - $91.3K
73.3K $3.33M
ORCL
Oracle Corp

Technology
224
+ 7.5%
$217.57 - $313.0 $48.7K - $70.1K
3.21K $705K
COF
Capital One Financial Corp

Financial Services
325
+ 1.4%
$201.01 - $225.01 $65.3K - $73.1K
23.5K $4.72M
META
Meta Platforms, Inc.

Communication Services
146
+ 3.97%
$609.01 - $751.67 $88.9K - $110K
3.82K $2.33M
LMT
Lockheed Martin Corp

Industrials
116
+ 0.75%
$452.1 - $514.24 $52.4K - $59.7K
15.6K $7.36M
BA
Boeing CO

Industrials
373
+ 1.87%
$191.81 - $225.32 $71.5K - $84K
20.4K $3.9M
Activity Summary
Buys All Purchases 54 New Holdings 3 Increased Positions 51 Sells All Sells 52 Reductions 52 Sold out 0 Options Calls 0 Puts 0
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