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Lincoln U.S. Equity Income Maximizer Fund | LFTPXMutual Fund | |
Lincoln U.S. Equity Income Maximizer Fund | |
Last update 2025-06-27 | 84 Stocks (0 new) |
Value $14.00 Mil | Turnover 0 % |
Lincoln U.S. Equity Income Max... Top Holdings of 2025-04-30
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Ticker | | Company | Shares | Value ($1000) | Shares Change % | Weighting % | Trade Impact % | % of Shares outstanding | 3M Change % | YTD Change % | Market Cap $Mil | Industry |
---|---|---|---|---|---|---|---|---|---|---|---|---|
AAPL | Apple Inc | 4,678 | 994.1 | 0% | 7.080 | 0% | 0.000 | +4.48% | -14.54% | 3,188,643.5 | Hardware | |
MSFT | Microsoft Corp | 2,248 | 888.5 | 0% | 6.330 | 0% | 0.000 | +34.83% | +20.00% | 3,744,961.6 | Software | |
NVDA | NVIDIA Corp | 7,539 | 821.1 | 0% | 5.850 | 0% | 0.000 | +64.55% | +25.86% | 4,121,375.2 | Semiconductors | |
AMZN | Amazon.com Inc | 2,936 | 541.5 | 0% | 3.860 | 0% | 0.000 | +26.27% | +3.94% | 2,420,953.0 | Retail - Cyclical | |
GOOG | Alphabet Inc | 3,226 | 519.0 | 0% | 3.700 | 0% | 0.000 | +20.92% | +0.26% | 2,306,451.8 | Interactive Media | |
META | Meta Platforms Inc | 664 | 364.5 | 0% | 2.600 | 0% | 0.000 | +36.68% | +21.56% | 1,786,624.4 | Interactive Media | |
BRK.B | Berkshire Hathaway Inc | 631 | 336.5 | 0% | 2.400 | 0% | 0.000 | -8.21% | +6.68% | 1,041,868.6 | Insurance | |
AVGO | Broadcom Inc | 1,575 | 303.1 | 0% | 2.160 | 0% | 0.000 | +58.38% | +21.22% | 1,314,808.3 | Semiconductors | |
JPM | JPMorgan Chase & Co | 1,210 | 296.0 | 0% | 2.110 | 0% | 0.000 | +23.00% | +25.00% | 810,768.9 | Banks | |
TSLA | Tesla Inc | 875 | 246.9 | 0% | 1.760 | 0% | 0.000 | +32.80% | -17.55% | 1,072,514.0 | Vehicles & Parts |
Lincoln U.S. Equity Income Maximizer Fund's Historical Top Holdings Breakdowns
Lincoln U.S. Equity Income Maximizer Fund's Top Stock Picks
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Ticker | | Company | Date | Action | Impact % | Price Range | Price | Price Change from Avrg% | Comment | Current Shares | Share Change |
---|---|---|---|---|---|---|---|---|---|---|---|
FCX | Freeport-McMoRan Inc | 2025-01-31 | Sold Out Sold Out | -0.42% | 35.84 ($41.3) 48.58 | $44.95 | 8.84% | Sold Out | 0 | -1,370 | |
NVDA | NVIDIA Corp | 2025-01-31 | Reduce Reduce | -0.10% | 118.42 ($138.46) 149.43 | $169.02 | 22.07% | Reduce -1.39% | 7,539 | -106 | |
AAPL | Apple Inc | 2025-01-31 | Reduce Reduce | -0.10% | 222.01 ($237.44) 259.02 | $213.49 | -10.09% | Reduce -1.35% | 4,678 | -64 | |
MSFT | Microsoft Corp | 2025-01-31 | Reduce Reduce | -0.09% | 408.46 ($429.09) 454.46 | $503.86 | 17.43% | Reduce -1.36% | 2,248 | -31 | |
GOOG | Alphabet Inc | 2025-01-31 | Reduce Reduce | -0.05% | 166.57 ($186.79) 205.6 | $190.49 | 1.98% | Reduce -1.35% | 3,226 | -44 | |
AMZN | Amazon.com Inc | 2025-01-31 | Reduce Reduce | -0.05% | 195.78 ($218.96) 238.15 | $228.04 | 4.15% | Reduce -1.34% | 2,936 | -40 | |
META | Meta Platforms Inc | 2025-01-31 | Reduce Reduce | -0.03% | 554.08 ($603.77) 689.18 | $710.58 | 17.69% | Reduce -1.34% | 664 | -9 | |
JNJ | Johnson & Johnson | 2025-01-31 | Reduce Reduce | -0.02% | 142.06 ($149.69) 160.13 | $167.69 | 12.02% | Reduce -1.33% | 1,405 | -19 | |
UNH | UnitedHealth Group Inc | 2025-01-31 | Reduce Reduce | -0.02% | 485.52 ($551.73) 625.25 | $288.17 | -47.77% | Reduce -1.22% | 325 | -4 | |
HLT | Hilton Worldwide Holdings Inc | 2025-01-31 | Reduce Reduce | -0.02% | 233.4 ($249.02) 258.46 | $267.75 | 7.52% | Reduce -1.31% | 754 | -10 |
Lincoln U.S. Equity Income Maximizer Fund Total Holding History ($B)
Lincoln U.S. Equity Income Maximizer Fund's Asset Allocation
Lincoln U.S. Equity Income Maximizer Fund Past Portfolios
Portfolio Date | Number of Stocks | New Stocks | Total Value ($Mil) | Q/Q Turnover |
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Lincoln U.S. Equity Income Maximizer Fund's Hypothetical Growth since 2025-04-30
Lincoln U.S. Equity Income Maximizer Fund's Yearly Returns
Year | Portfolio % | % | Excess Gain % |
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Lincoln U.S. Equity Income Maximizer Fund's Holdings Heat Map
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Lincoln U.S. Equity Income Maximizer Fund's Holdings Bubble Chart
Lincoln U.S. Equity Income Maximizer Fund News
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