LA
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Lindenwold Advisors, INC13F | |
| Lindenwold Advisors, INC | |
| Last update 2025-05-08 | 108 Stocks (11 new) |
| Value $180.00 Mil | Turnover 7 % |
Lindenwold Advisors, INC Top Holdings of 2025-03-31
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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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
VXUS | Vanguard Total International Stock | 304,894 | 18,933.9 | +5.98% | 10.540 | +0.59% | 0.020 | +23.68% | +17.65% | 86,105.0 | ||
MUB | iShares National Muni Bond ETF | 94,125 | 9,924.5 | +1.04% | 5.530 | +0.06% | 0.030 | +1.27% | -0.56% | 38,525.9 | ||
AAPL | Apple Inc | 38,185 | 8,482.0 | -3.88% | 4.720 | -0.21% | 0.000 | +15.85% | -15.96% | 3,135,776.7 | Hardware | |
MSFT | Microsoft Corp | 17,617 | 6,613.3 | -8.36% | 3.680 | -0.36% | 0.000 | +39.34% | +18.54% | 3,699,325.7 | Software | |
MBB | iShares MBS ETF | 60,545 | 5,677.9 | +5.85% | 3.160 | +0.17% | 0.010 | +0.64% | +3.37% | 38,884.3 | ||
KORP |
American Century Diversified Corporate Bond ETF
American Century Diversified Corporate Bond ETF
| 116,555 | 5,447.8 | -4.76% | 3.030 | -0.14% | 1.090 | +2.65% | +3.98% | 524.4 | ||
CORP |
PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund
PIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund
| 50,983 | 4,933.6 | +7.15% | 2.750 | +0.18% | 0.360 | +2.61% | +3.83% | 1,323.6 | ||
SUB |
iShares Short-Term National Muni Bond ETF
iShares Short-Term National Muni Bond ETF
| 44,488 | 4,697.9 | -8.30% | 2.620 | -0.23% | 0.050 | +1.86% | +1.99% | 9,931.0 | ||
UNH | UnitedHealth Group Inc | 8,451 | 4,426.2 | +9.63% | 2.460 | +0.22% | 0.000 | -41.71% | -39.28% | 275,507.6 | Healthcare Plans | |
GOOGL | Alphabet Inc | 28,483 | 4,404.6 | -2.02% | 2.450 | -0.06% | 0.000 | +20.62% | -6.39% | 2,150,785.9 | Interactive Media |
Lindenwold Advisors, INC's Historical Top Holdings Breakdowns
Lindenwold Advisors, INC'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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
AVUV | Avantis U.S. Small Cap Value ETF | 2025-03-31 | New Buy New Buy | +2.34% | 84.96 ($93.96) 100.71 | $93.69 | -0.29% | New holding | 48,212 | 48,212 | |
CALF | Pacer US Small Cap Cash Cows ETF | 2025-03-31 | Sold Out Sold Out | -2.27% | 36.64 ($41.46) 45.76 | $40.84 | -1.50% | Sold Out | 0 | -96,488 | |
TSLA | Tesla Inc | 2025-03-31 | Sold Out Sold Out | -0.87% | 222.15 ($333.26) 428.22 | $293.94 | -11.80% | Sold Out | 0 | -4,032 | |
V | Visa Inc | 2025-03-31 | Add Add | +0.85% | 306.92 ($338.38) 362.71 | $356.64 | 5.40% | Add 83.31% | 9,580 | 4,354 | |
SCHG | Schwab U.S. Large-Cap Growth ETF | 2025-03-31 | Sold Out Sold Out | -0.74% | 24.91 ($27.39) 29.02 | $29.20 | 6.61% | Sold Out | 0 | -49,450 | |
NVDA | NVIDIA Corp | 2025-03-31 | Reduce Reduce | -0.72% | 106.98 ($126.74) 149.43 | $158.24 | 24.85% | Reduce -21.91% | 35,630 | -9,998 | |
VXUS | Vanguard Total International Stock | 2025-03-31 | Add Add | +0.59% | 58.01 ($61.77) 64.46 | $68.63 | 11.11% | Add 5.98% | 304,894 | 17,198 | |
SCHX | Schwab U.S. Large-Cap ETF | 2025-03-31 | Sold Out Sold Out | -0.55% | 21.75 ($23.28) 24.28 | $24.59 | 5.63% | Sold Out | 0 | -44,266 | |
DFSV | Dimensional US Small Cap Value ETF | 2025-03-31 | New Buy New Buy | +0.40% | 27.56 ($30.26) 32.1 | $30.39 | 0.43% | New holding | 25,557 | 25,557 | |
MSFT | Microsoft Corp | 2025-03-31 | Reduce Reduce | -0.36% | 375.39 ($407.71) 447.2 | $497.72 | 22.08% | Reduce -8.36% | 17,617 | -1,607 |
Lindenwold Advisors, INC Total Holding History ($B)
Lindenwold Advisors, INC's Asset Allocation
Lindenwold Advisors, INC Past Portfolios
| Portfolio Date | Number of Stocks | New Stocks | Total Value ($Mil) | Q/Q Turnover |
|---|---|---|---|---|
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Lindenwold Advisors, INC's Hypothetical Growth since 2025-03-31
Lindenwold Advisors, INC's Yearly Returns
| Year | Portfolio % | % | Excess Gain % |
|---|
Lindenwold Advisors, INC's Holdings Heat Map
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Lindenwold Advisors, INC's Holdings Bubble Chart
Lindenwold Advisors, INC News
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