Lynch & Associates Reduced Holdings in Q3 2024

Lynch & Associates

  • $467 Million
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
MSFT
Microsoft Corp

Technology
-929
- 0.87%
$395.15 - $467.56 $367K - $434K
106K $45.7M
INTC
Intel Corp

Technology
-54.4K
- 71.18%
$18.9 - $34.87 $1.03M - $1.9M
22K $516K
MRK
Merck & Co., Inc.

Healthcare
-225
- 0.24%
$111.15 - $128.97 $25K - $29K
92.7K $10.5M
CVX
Chevron Corp

Energy
-236
- 0.45%
$137.88 - $161.97 $32.5K - $38.2K
52.5K $7.73M
UPS
United Parcel Service Inc

Industrials
-1.93K
- 3.31%
$123.32 - $147.38 $238K - $284K
56.4K $7.69M
EMR
Emerson Electric CO

Industrials
-1.94K
- 2.38%
$98.19 - $118.87 $191K - $231K
79.8K $8.73M
DFUS
Dimensional ETF Tr U S Equity

ETFs
-4.81K
- 59.62%
$56.04 - $62.2 $269K - $299K
3.26K $202K
LLY
Eli Lilly & CO

Healthcare
-100
- 1.3%
$772.14 - $960.02 $77.2K - $96K
7.62K $6.75M
DIS
Walt Disney CO

Communication Services
-896
- 2.69%
$85.6 - $98.61 $76.7K - $88.4K
32.5K $3.12M
HBAN
Huntington Bancshares Inc

Financial Services
-7.3K
- 26.99%
$12.84 - $15.15 $93.7K - $111K
19.8K $290K
QQQ
Invesco Qqq Trust, Series 1

ETFs
-40
- 8.89%
$434.77 - $502.96 $17.4K - $20.1K
410 $200K
PFE
Pfizer Inc

Healthcare
-3.63K
- 3.73%
$27.7 - $31.39 $100K - $114K
93.6K $2.71M
CVS
Cvs Health Corp

Healthcare
-1.83K
- 6.59%
$55.81 - $63.18 $102K - $115K
25.9K $1.63M
RF
Regions Financial Corp

Financial Services
-2.73K
- 14.14%
$19.51 - $23.42 $53.2K - $63.8K
16.6K $385K
DOW
Dow Inc.

Basic Materials
-1.76K
- 2.21%
$50.15 - $55.41 $88.5K - $97.7K
78K $4.26M
KEY
Keycorp

Financial Services
-201
- 0.99%
$13.95 - $17.34 $2.8K - $3.49K
20.2K $338K
XLY
Select Sector Spdr Consumer Di

ETFs
-20
- 0.67%
$170.05 - $200.86 $3.4K - $4.02K
2.96K $593K
BMY
Bristol Myers Squibb CO

Healthcare
-485
- 6.29%
$39.66 - $51.75 $19.2K - $25.1K
7.22K $373K
KMB
Kimberly Clark Corp

Consumer Defensive
-40
- 0.24%
$135.05 - $148.35 $5.4K - $5.93K
16.3K $2.32M
LNT
Alliant Energy Corp

Utilities
-10
- 0.15%
$50.74 - $60.74 $507 - $607
6.68K $405K
IP
International Paper CO

Consumer Cyclical
-100
- 0.8%
$42.55 - $49.98 $4.26K - $5K
12.4K $606K
XLI
Industrial Sector Spdr

ETFs
-61
- 0.93%
$120.56 - $135.44 $7.35K - $8.26K
6.53K $883K
NECB
North East Community Bancorp, Inc.

Financial Services
-500
- 4.35%
$17.48 - $26.45 $8.74K - $13.2K
11K $290K
CL
Colgate Palmolive CO

Consumer Defensive
-302
- 1.12%
$95.54 - $108.77 $28.9K - $32.8K
26.7K $2.77M
XOM
Exxon Mobil Corp

Energy
-107
- 0.09%
$109.72 - $119.0 $11.7K - $12.7K
122K $14.3M
DFS
Discover Financial Services

Financial Services
-61
- 0.21%
$123.41 - $144.72 $7.53K - $8.83K
29K $4.06M
TJX
Tjx Companies Inc

Consumer Cyclical
-137
- 0.36%
$107.93 - $120.23 $14.8K - $16.5K
38.1K $4.48M
ITOT
Ishares Core S&P Total U.S. St

ETFs
-792
- 1.37%
$113.41 - $125.62 $89.8K - $99.5K
56.9K $7.14M
GIS
General Mills Inc

Consumer Defensive
-1.16K
- 3.12%
$62.5 - $75.15 $72.7K - $87.4K
36.1K $2.67M
PM
Philip Morris International Inc.

Consumer Defensive
-100
- 0.61%
$101.25 - $127.45 $10.1K - $12.7K
16.2K $1.97M
JPM
Jpmorgan Chase & CO

Financial Services
-140
- 0.24%
$194.9 - $224.8 $27.3K - $31.5K
58K $12.2M
ABT
Abbott Laboratories

Healthcare
-249
- 0.44%
$100.07 - $118.13 $24.9K - $29.4K
56.9K $6.48M
PG
Procter & Gamble CO

Consumer Defensive
-550
- 0.61%
$160.76 - $177.82 $88.4K - $97.8K
90.2K $15.6M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
-59
- 0.45%
$405.19 - $478.57 $23.9K - $28.2K
12.9K $5.96M
KO
Coca Cola CO

Consumer Defensive
-951
- 0.93%
$62.69 - $73.01 $59.6K - $69.4K
101K $7.28M
IVV
Ishares Core S&P 500 ETF

ETFs
-287
- 0.81%
$520.18 - $576.82 $149K - $166K
35K $20.2M
AAPL
Apple Inc.

Technology
-228
- 0.48%
$207.23 - $234.82 $47.2K - $53.5K
47.6K $11.1M
JNJ
Johnson & Johnson

Healthcare
-651
- 0.71%
$145.48 - $167.38 $94.7K - $109K
90.8K $14.7M
LMT
Lockheed Martin Corp

Industrials
-201
- 1.25%
$460.3 - $584.56 $92.5K - $117K
15.9K $9.3M
ABBV
Abb Vie Inc.

Healthcare
-267
- 0.36%
$163.84 - $199.33 $43.7K - $53.2K
73.5K $14.5M
IBM
International Business Machines Corp

Technology
-879
- 1.8%
$175.1 - $223.38 $154K - $196K
48K $10.6M
WMT
Walmart Inc.

Consumer Defensive
-2.83K
- 1.32%
$66.91 - $81.4 $189K - $230K
211K $17.1M
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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