LA
| |
LYNCH & ASSOCIATES/IN13F | |
| LYNCH & ASSOCIATES/IN | |
| Last update 2025-04-17 | 117 Stocks (3 new) |
| Value $462.00 Mil | Turnover 2 % |
LYNCH & ASSOCIATES/IN 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 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
MSFT | Microsoft Corp | 104,528 | 39,238.8 | -1.00% | 8.490 | -0.10% | 0.000 | +15.42% | +8.92% | 3,399,348.3 | Software | |
IVV | iShares Core S&P 500 ETF | 33,913 | 19,055.5 | +1.29% | 4.120 | +0.05% | 0.000 | -0.80% | +0.61% | 580,908.4 | ||
WMT | Walmart Inc | 202,525 | 17,779.7 | -2.36% | 3.850 | -0.10% | 0.000 | -0.88% | +8.18% | 778,006.2 | Retail - Defensive | |
IJH | iShares Core S&P Mid-Cap ETF | 298,852 | 17,438.0 | +1.18% | 3.770 | +0.04% | 0.020 | -2.56% | -3.23% | 91,818.4 | ||
ABBV | AbbVie Inc | 72,607 | 15,212.6 | -1.16% | 3.290 | -0.03% | 0.000 | -11.60% | +4.97% | 323,410.7 | Drug Manufacturers | |
PG | Procter & Gamble Co | 88,465 | 15,076.1 | -1.16% | 3.260 | -0.04% | 0.000 | -3.13% | +1.06% | 392,382.6 | Consumer Packaged Goods | |
JNJ | Johnson & Johnson | 89,407 | 14,827.3 | -0.01% | 3.210 | 0% | 0.000 | -6.84% | +7.15% | 366,757.8 | Drug Manufacturers | |
XOM | Exxon Mobil Corp | 120,031 | 14,275.3 | -0.37% | 3.090 | -0.01% | 0.000 | -7.44% | -3.34% | 440,057.2 | Oil & Gas | |
JPM | JPMorgan Chase & Co | 56,132 | 13,769.2 | -1.99% | 2.980 | -0.06% | 0.000 | +0.17% | +11.17% | 732,263.6 | Banks | |
IBM | International Business Machines Corp | 47,260 | 11,751.6 | -2.07% | 2.540 | -0.05% | 0.010 | +3.78% | +19.96% | 241,866.2 | Software |
LYNCH & ASSOCIATES/IN's Historical Top Holdings Breakdowns
LYNCH & ASSOCIATES/IN'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 |
|---|---|---|---|---|---|---|---|---|---|---|---|
FENI | Fidelity Enhanced International ETF | 2025-03-31 | New Buy | +0.16% | 27.29 ($29.43) 31.12 | $32.37 | 9.99% | New holding | 24,534 | 24,534 | |
FMDE | Fidelity Enhanced Mid Cap ETF | 2025-03-31 | Add | +0.16% | 30.53 ($33.12) 34.64 | $33.18 | 0.18% | Add 137.92% | 41,268 | 23,923 | |
CGDV | Capital Group Dividend Value ETF | 2025-03-31 | Add | +0.13% | 34.95 ($36.32) 37.36 | $36.91 | 1.62% | Add 111.6% | 32,474 | 17,127 | |
META | Meta Platforms Inc | 2025-03-31 | Add | +0.12% | 576.36 ($645.17) 736.67 | $643.58 | -0.25% | Add 53.6% | 2,817 | 983 | |
MSFT | Microsoft Corp | 2025-03-31 | Reduce | -0.10% | 375.39 ($407.71) 447.2 | $457.36 | 12.18% | Reduce -1% | 104,528 | -1,061 | |
WMT | Walmart Inc | 2025-03-31 | Reduce | -0.10% | 84.5 ($93.81) 105.05 | $97.24 | 3.66% | Reduce -2.36% | 202,525 | -4,886 | |
FESM | Fidelity Enhanced Small Cap ETF | 2025-03-31 | New Buy | +0.10% | 29.17 ($32.04) 34.06 | $30.43 | -5.02% | New holding | 14,997 | 14,997 | |
BMY | Bristol-Myers Squibb Co | 2025-03-31 | Add | +0.09% | 53.9 ($58.29) 63.11 | $46.97 | -19.42% | Add 82.92% | 14,041 | 6,365 | |
DOW | Dow Inc | 2025-03-31 | Reduce | -0.08% | 34.36 ($38.4) 41.92 | $28.34 | -26.20% | Reduce -13.51% | 57,366 | -8,964 | |
IJR | iShares Core S&P Small-Cap ETF | 2025-03-31 | Add | +0.07% | 102.49 ($112.84) 119.96 | $105.35 | -6.64% | Add 5.95% | 55,147 | 3,098 |
LYNCH & ASSOCIATES/IN Total Holding History ($B)
LYNCH & ASSOCIATES/IN's Asset Allocation
LYNCH & ASSOCIATES/IN Past Portfolios
| Portfolio Date | Number of Stocks | New Stocks | Total Value ($Mil) | Q/Q Turnover |
|---|---|---|---|---|
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LYNCH & ASSOCIATES/IN's Hypothetical Growth since 2025-03-31
LYNCH & ASSOCIATES/IN's Yearly Returns
| Year | Portfolio % | % | Excess Gain % |
|---|
LYNCH & ASSOCIATES/IN's Holdings Heat Map
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LYNCH & ASSOCIATES/IN's Holdings Bubble Chart
LYNCH & ASSOCIATES/IN News
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