LA

LYNCH & ASSOCIATES/IN

13F
LYNCH & ASSOCIATES/IN
Last update 2024-10-15 119 Stocks (3 new)
Value $473.00 Mil Turnover 1 %
Countries:
Top Holdings: MSFT(9.66%)IVV(4.27%)IJH(3.95%)WMT(3.61%)PG(3.30%)
Portfolio Report
Summary Stock Picks Current Portfolio
LYNCH & ASSOCIATES/IN Top Holdings of 2024-09-30 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
MSFT 		Microsoft Corp
106,179
45688.960
-0.87%
9.660
-0.09%
0.000
+5.12%
+12.98%
3141534.523
Software
IVV 		iShares Core S&P 500 ETF
35,010
20194.530
-0.81%
4.270
-0.04%
0.000
+12.66%
+25.86%
566290.956
 
IJH 		iShares Core S&P Mid-Cap ETF
299,751
18680.510
+0.66%
3.950
+0.03%
0.020
+12.30%
+18.94%
97378.012
 
WMT 		Walmart Inc
211,261
17059.340
-1.32%
3.610
-0.04%
0.000
+25.73%
+63.00%
681884.847
Retail - Defensive
PG 		Procter & Gamble Co
90,164
15616.420
-0.61%
3.300
-0.02%
0.000
-1.27%
+17.29%
394964.048
Consumer Packaged Goods
JNJ 		Johnson & Johnson
90,800
14715.010
-0.71%
3.110
-0.02%
0.000
-2.23%
+1.52%
374313.143
Drug Manufacturers
ABBV 		AbbVie Inc
73,479
14510.710
-0.36%
3.070
-0.01%
0.000
+5.62%
+33.44%
352544.494
Drug Manufacturers
XOM 		Exxon Mobil Corp
122,098
14312.370
-0.09%
3.030
0%
0.000
+3.56%
+24.25%
532289.899
Oil & Gas
JPM 		JPMorgan Chase & Co
57,970
12223.450
-0.24%
2.580
-0.01%
0.000
+16.84%
+42.64%
667179.373
Banks
AAPL 		Apple Inc
47,632
11098.140
-0.48%
2.350
-0.01%
0.000
+6.64%
+18.46%
3430687.188
Hardware

LYNCH & ASSOCIATES/IN's Historical Top Holdings Breakdowns

LYNCH & ASSOCIATES/IN's Top Stock Picks View Full List
Ticker
Company
Date
Action
Impact %
Price Range
Price
Price Change from Avrg%
Comment
Current Shares
Share Change
INTC 		Intel Corp2024-09-30Reduce
-0.38%
●
18.89 ($24.97) 34.87
$26.20
4.93%
Reduce -71.18%
22,036
-54,437
SCHD 		Schwab US Dividend Equity ETF2024-09-30Add
+0.11%
●
77.02 ($81.73) 85.06
$29.08
-64.42%
Add 15.96%
43,682
6,013
MSFT 		Microsoft Corp2024-09-30Reduce
-0.09%
●
395.15 ($427.47) 467.56
$422.54
-1.15%
Reduce -0.87%
106,179
-929
CGDV 		Capital Group Dividend Value ETF2024-09-30New Buy
+0.08%
●
32.96 ($34.74) 36.48
$37.05
6.65%
New holding
10,963
10,963
DFUS 		Dimensional U.S. Equity Market ETF2024-09-30Reduce
-0.07%
●
56.04 ($59.87) 62.2
$65.25
8.99%
Reduce -59.62%
3,257
-4,809
AFBI 		Affinity Bancshares Inc2024-09-30New Buy
+0.06%
●
21 ($21.3) 21.85
$21.35
0.23%
New holding
12,413
12,413
UPS 		United Parcel Service Inc2024-09-30Reduce
-0.06%
●
123.32 ($131.29) 147.38
$132.44
0.88%
Reduce -3.31%
56,436
-1,930
EMR 		Emerson Electric Co2024-09-30Reduce
-0.05%
●
98.19 ($107.59) 118.87
$127.26
18.28%
Reduce -2.38%
79,836
-1,943
HD 		The Home Depot Inc2024-09-30Add
+0.05%
●
333.64 ($364.74) 405.2
$405.90
11.28%
Add 12.03%
5,896
633
XLE 		The Energy Select Sector SPDR Fund2024-09-30Sold Out
-0.05%
●
84.35 ($89.4) 93.39
$93.73
4.84%
Sold Out
0
-2,235

LYNCH & ASSOCIATES/IN Total Holding History ($B)

To

LYNCH & ASSOCIATES/IN's Asset Allocation

To

LYNCH & ASSOCIATES/IN Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

Top Ranked Articles

  • 1

LYNCH & ASSOCIATES/IN's Hypothetical Growth since 2024-09-30

LYNCH & ASSOCIATES/IN's Yearly Returns

Year Portfolio % % Excess Gain %

LYNCH & ASSOCIATES/IN's Holdings Heat Map

Size field:

LYNCH & ASSOCIATES/IN's Holdings Bubble Chart

LYNCH & ASSOCIATES/IN News

  • 1

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