Lynch & Associates Reduced Holdings in Q1 2025

Lynch & Associates

  • $455 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
MSFT
Microsoft Corp

Technology
-1.06K
- 1.0%
$375.39 - $447.2 $398K - $474K
105K $39.2M
AAPL
Apple Inc.

Technology
-23
- 0.05%
$209.68 - $247.1 $4.82K - $5.68K
46.8K $10.4M
EMR
Emerson Electric CO

Industrials
-511
- 0.66%
$108.64 - $131.17 $55.5K - $67K
76.7K $8.4M
UPS
United Parcel Service Inc

Industrials
-1.3K
- 2.33%
$109.66 - $136.26 $143K - $177K
54.6K $6M
WMT
Walmart Inc.

Consumer Defensive
-4.89K
- 2.36%
$84.5 - $105.05 $413K - $513K
203K $17.8M
MRK
Merck & Co., Inc.

Healthcare
-344
- 0.38%
$83.01 - $101.02 $28.6K - $34.8K
90.3K $8.1M
LMT
Lockheed Martin Corp

Industrials
-141
- 0.89%
$423.19 - $506.29 $59.7K - $71.4K
15.8K $7.04M
DOW
Dow Inc.

Basic Materials
-8.96K
- 13.51%
$34.36 - $41.92 $308K - $376K
57.4K $2M
NVDA
Nvidia Corp

Technology
-1.84K
- 22.55%
$106.98 - $149.43 $197K - $275K
6.33K $685K
BAC
Bank Of America Corp

Financial Services
-999
- 0.69%
$39.61 - $47.74 $39.6K - $47.7K
143K $5.99M
ADBE
Adobe Inc.

Technology
-341
- 22.96%
$377.84 - $464.11 $129K - $158K
1.14K $438K
TSLA
Tesla, Inc.

Consumer Cyclical
-5
- 0.37%
$222.15 - $428.22 $1.11K - $2.14K
1.34K $346K
SYY
Sysco Corp

Consumer Defensive
-1.3K
- 2.11%
$70.0 - $77.13 $90.7K - $99.9K
60.2K $4.52M
PFE
Pfizer Inc

Healthcare
-802
- 0.89%
$25.01 - $27.13 $20.1K - $21.8K
88.9K $2.25M
XLY
Select Sector Spdr Consumer Di

ETFs
-150
- 5.07%
$192.6 - $233.2 $28.9K - $35K
2.81K $553K
NEE
Nextera Energy Inc

Utilities
-596
- 0.99%
$66.96 - $76.16 $39.9K - $45.4K
59.8K $4.24M
ITW
Illinois Tool Works Inc

Industrials
-5
- 0.03%
$244.9 - $274.48 $1.22K - $1.37K
16.1K $4M
TXN
Texas Instruments Inc

Technology
-442
- 1.61%
N/A
27.1K $5.27M
DFS
Discover Financial Services

Financial Services
-190
- 0.89%
$152.99 - $203.25 $29.1K - $38.6K
21.2K $3.62M
CSX
Csx Corp

Industrials
-650
- 5.9%
$29.11 - $33.67 $18.9K - $21.9K
10.4K $304K
LNT
Alliant Energy Corp

Utilities
-1.25K
- 18.85%
$56.66 - $66.04 $70.8K - $82.6K
5.38K $346K
FNCL
Fidelity Covington Tr Msci Fin

ETFs
-660
- 1.93%
$66.3 - $74.17 $43.8K - $49K
33.6K $2.31M
TJX
Tjx Companies Inc

Consumer Cyclical
-632
- 1.66%
$112.81 - $126.16 $71.3K - $79.7K
37.3K $4.55M
NECB
North East Community Bancorp, Inc.

Financial Services
-1K
- 9.76%
$21.63 - $25.71 $21.6K - $25.7K
9.25K $216K
TTE
Total Energies Se

Energy
-466
- 1.46%
N/A
31.3K $2.15M
CAT
Caterpillar Inc

Industrials
-2
- 0.28%
$326.75 - $407.63 $654 - $815
708 $233K
XLI
Industrial Sector Spdr

ETFs
-75
- 1.16%
$128.78 - $141.67 $9.66K - $10.6K
6.38K $829K
INTC
Intel Corp

Technology
-3.4K
- 14.82%
$19.1 - $27.39 $64.9K - $93.1K
19.5K $443K
Nb Bancorp
-8.17K
- 11.95%
N/A
60.2K $0
XLV
Select Sector Spdr Fund Health

ETFs
-125
- 3.23%
$137.61 - $149.68 $17.2K - $18.7K
3.74K $541K
WFC
Wells Fargo & Company

Financial Services
-12
- 0.18%
$66.78 - $81.42 $801 - $977
6.59K $473K
JPM
Jpmorgan Chase & CO

Financial Services
-1.14K
- 1.99%
$225.19 - $279.95 $257K - $320K
56.1K $13.8M
CL
Colgate Palmolive CO

Consumer Defensive
-320
- 1.23%
$85.68 - $97.5 $27.4K - $31.2K
25.6K $2.4M
PG
Procter & Gamble CO

Consumer Defensive
-1.03K
- 1.16%
$158.56 - $176.26 $164K - $182K
88.5K $15.1M
KMB
Kimberly Clark Corp

Consumer Defensive
-690
- 4.25%
$124.46 - $147.4 $85.9K - $102K
15.6K $2.21M
SYK
Stryker Corp

Healthcare
-183
- 1.01%
$355.18 - $399.9 $65K - $73.2K
18K $6.69M
VZ
Verizon Communications Inc

Communication Services
-490
- 1.47%
$37.81 - $46.49 $18.5K - $22.8K
32.9K $1.49M
MO
Altria Group, Inc.

Consumer Defensive
-1.28K
- 4.07%
$50.81 - $60.02 $65K - $76.8K
30.1K $1.81M
AMGN
Amgen Inc

Healthcare
-12
- 0.23%
$258.59 - $327.36 $3.1K - $3.93K
5.14K $1.6M
CSCO
Cisco Systems, Inc.

Technology
-245
- 0.16%
$58.74 - $64.87 $14.4K - $15.9K
149K $9.19M
LLY
Eli Lilly & CO

Healthcare
-27
- 0.35%
$725.72 - $929.72 $19.6K - $25.1K
7.59K $6.27M
DUK
Duke Energy Corp

Utilities
-428
- 1.36%
$105.87 - $121.97 $45.3K - $52.2K
30.9K $3.77M
MCD
Mcdonalds Corp

Consumer Cyclical
-11
- 0.03%
$279.74 - $321.29 $3.08K - $3.53K
33.3K $10.4M
KO
Coca Cola CO

Consumer Defensive
-739
- 0.73%
$60.81 - $72.32 $44.9K - $53.4K
100K $7.19M
ABT
Abbott Laboratories

Healthcare
-1.18K
- 2.07%
$111.1 - $140.22 $131K - $165K
55.7K $7.38M
CVX
Chevron Corp

Energy
-936
- 1.74%
$146.71 - $167.97 $137K - $157K
52.7K $8.82M
IBM
International Business Machines Corp

Technology
-999
- 2.07%
$217.4 - $264.74 $217K - $264K
47.3K $11.8M
XOM
Exxon Mobil Corp

Energy
-444
- 0.37%
$105.44 - $118.93 $46.8K - $52.8K
120K $14.3M
JNJ
Johnson & Johnson

Healthcare
-8
- 0.01%
$142.06 - $167.7 $1.14K - $1.34K
89.4K $14.8M
Activity Summary
Buys All Purchases 49 New Holdings 3 Increased Positions 46 Sells All Sells 51 Reductions 51 Sold out 0 Options Calls 0 Puts 0
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