Lindenwold Advisors, Inc Top Holdings and 13F Report (2025) About Lindenwold Advisors, IncInvestment ActivityLindenwold Advisors, Inc has $187.29 million in total holdings as of December 31, 2024.Lindenwold Advisors, Inc owns shares of 111 different stocks, but just 41 companies or ETFs make up 80% of its holdings.Approximately 6.50% of the portfolio was purchased this quarter.About 10.27% of the portfolio was sold this quarter.This quarter, Lindenwold Advisors, Inc has purchased 115 new stocks and bought additional shares in 19 stocks.Lindenwold Advisors, Inc sold shares of 81 stocks and completely divested from 13 stocks this quarter.Largest Holdings Vanguard Total International Stock ETF $16,953,925Apple $9,947,935iShares National Muni Bond ETF $9,926,091Microsoft $8,102,916NVIDIA $6,127,384 Largest New Holdings this Quarter BLACKROCK INC $2,774,973 HoldingLAM RESEARCH CORP $1,575,481 HoldingSchwab U.S. Large-Cap Growth ETF $1,378,172 HoldingSchwab US Large-Cap ETF $1,026,086 HoldingiShares Russell 2000 Growth ETF $598,666 Holding Largest Purchases this Quarter BLACKROCK INC 2,707 shares (about $2.77M)LAM RESEARCH CORP 21,812 shares (about $1.58M)NVIDIA 11,516 shares (about $1.55M)Schwab U.S. Large-Cap Growth ETF 49,450 shares (about $1.38M)Schwab US Large-Cap ETF 44,266 shares (about $1.03M) Largest Sales this Quarter iShares National Muni Bond ETF 19,664 shares (about $2.10M)iShares Short-Term National Muni Bond ETF 10,872 shares (about $1.15M)Ulta Beauty 1,445 shares (about $628.47K)UnitedHealth Group 1,198 shares (about $606.02K)Dell Technologies 4,373 shares (about $503.94K) Sector Allocation Over TimeMap of 500 Largest Holdings ofLindenwold Advisors, Inc Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorVXUSVanguard Total International Stock ETF$16,953,925$91,577 ▲0.5%287,6969.1%ETFAAPLApple$9,947,935$380,388 ▼-3.7%39,7255.3%Computer and TechnologyMUBiShares National Muni Bond ETF$9,926,091$2,095,199 ▼-17.4%93,1595.3%ETFMSFTMicrosoft$8,102,916$112,119 ▼-1.4%19,2244.3%Computer and TechnologyNVDANVIDIA$6,127,384$1,546,484 ▲33.8%45,6283.3%Computer and TechnologyKORPAmerican Century Diversified Corporate Bond ETF$5,622,367$441,300 ▲8.5%122,3853.0%ETFGOOGLAlphabet$5,502,762$109,794 ▼-2.0%29,0692.9%Computer and TechnologyMBBiShares MBS ETF$5,244,096$213,339 ▲4.2%57,2002.8%ETFSUBiShares Short-Term National Muni Bond ETF$5,117,257$1,146,779 ▼-18.3%48,5142.7%ETFAMZNAmazon.com$4,547,516$102,894 ▼-2.2%20,7282.4%Retail/WholesaleCORPPIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund$4,524,858$271,701 ▲6.4%47,5802.4%ETFCALFPacer US Small Cap Cash Cows 100 ETF$4,246,437$7,878 ▲0.2%96,4882.3%ETFUNHUnitedHealth Group$3,899,675$606,020 ▼-13.5%7,7092.1%MedicalMETAMeta Platforms$3,347,361$117,688 ▼-3.4%5,7171.8%Computer and TechnologyMMCMarsh & McLennan Companies$2,976,077$201,790 ▼-6.3%14,0111.6%FinancePGRProgressive$2,863,819$121,243 ▼-4.1%11,9521.5%FinanceJPMJPMorgan Chase & Co.$2,839,013$75,745 ▼-2.6%11,8441.5%FinanceUNPUnion Pacific$2,833,169$97,829 ▼-3.3%12,4241.5%TransportationBLACKROCK INC$2,774,973$2,774,973 ▲New Holding2,7071.5%COMABBVAbbVie$2,738,712$58,286 ▼-2.1%15,4121.5%MedicalSNASnap-on$2,658,468$18,332 ▼-0.7%7,8311.4%Consumer DiscretionaryPGProcter & Gamble$2,525,983$40,236 ▼-1.6%15,0671.3%Consumer StaplesHDHome Depot$2,246,028$47,068 ▼-2.1%5,7741.2%Retail/WholesaleCVXChevron$2,234,157$32,734 ▼-1.4%15,4251.2%Oils/EnergyMCDMcDonald's$2,188,959$37,106 ▼-1.7%7,5511.2%Retail/WholesaleHOLXHologic$2,150,805$71,081 ▼-3.2%29,8351.1%MedicalGISGeneral Mills$2,111,170$46,998 ▼-2.2%33,1061.1%Consumer StaplesAVYAvery Dennison$1,875,978$45,098 ▼-2.3%10,0251.0%Industrial ProductsCDNSCadence Design Systems$1,858,345$39,661 ▼-2.1%6,1851.0%Computer and TechnologyPEPPepsiCo$1,842,511$86,674 ▼-4.5%12,1171.0%Consumer StaplesEXPDExpeditors International of Washington$1,809,982$41,317 ▼-2.2%16,3401.0%TransportationACNAccenture$1,778,298$42,918 ▼-2.4%5,0550.9%Computer and TechnologyAEEAmeren$1,720,580$5,972 ▲0.3%19,3020.9%UtilitiesTMUST-Mobile US$1,709,995$3,090 ▲0.2%7,7470.9%Computer and TechnologyEAElectronic Arts$1,701,908$40,671 ▼-2.3%11,6330.9%Consumer DiscretionaryVVisa$1,651,625$43,297 ▼-2.6%5,2260.9%Business ServicesTSLATesla$1,628,283$152,248 ▼-8.6%4,0320.9%Auto/Tires/TrucksKLACKLA$1,625,710$44,739 ▼-2.7%2,5800.9%Computer and TechnologyLAM RESEARCH CORP$1,575,481$1,575,481 ▲New Holding21,8120.8%COM NEWLMTLockheed Martin$1,570,558$51,510 ▼-3.2%3,2320.8%AerospaceULTAUlta Beauty$1,470,498$628,474 ▼-29.9%3,3810.8%Retail/WholesaleSCHGSchwab U.S. Large-Cap Growth ETF$1,378,172$1,378,172 ▲New Holding49,4500.7%ETFMRKMerck & Co., Inc.$1,374,356$31,437 ▼-2.2%13,8150.7%MedicalADBEAdobe$1,363,834$478,921 ▼-26.0%3,0670.7%Computer and TechnologyCSCOCisco Systems$1,332,829$7,637 ▼-0.6%22,5140.7%Computer and TechnologyEOGEOG Resources$1,310,748$28,561 ▼-2.1%10,6930.7%Oils/EnergySCHOSchwab Short-Term U.S. Treasury ETF$1,282,663$602,366 ▲88.5%53,3110.7%ETFPSAPublic Storage$1,260,343$54,199 ▼-4.1%4,2090.7%FinanceWSOWatsco$1,154,870$44,072 ▼-3.7%2,4370.6%ConstructionSCHXSchwab US Large-Cap ETF$1,026,086$1,026,086 ▲New Holding44,2660.5%ETFCVLTCommvault Systems$1,008,230$52,366 ▼-4.9%6,6810.5%Computer and TechnologySFMSprouts Farmers Market$992,163$338,515 ▼-25.4%7,8080.5%Retail/WholesaleCWCurtiss-Wright$988,668$37,616 ▼-3.7%2,7860.5%AerospaceCMCSAComcast$730,784$429,193 ▼-37.0%19,4720.4%Consumer DiscretionaryWSMWilliams-Sonoma$727,017$36,666 ▼-4.8%3,9260.4%Retail/WholesaleCBSHCommerce Bancshares$673,571$3,115 ▲0.5%10,8100.4%FinanceEWBCEast West Bancorp$670,512$25,664 ▼-3.7%7,0020.4%FinanceMEDPMedpace$649,177$23,921 ▼-3.6%1,9540.3%MedicalIWOiShares Russell 2000 Growth ETF$598,666$598,666 ▲New Holding2,0800.3%ETFRPMRPM International$592,165$23,874 ▼-3.9%4,8120.3%ConstructionAITApplied Industrial Technologies$582,152$21,552 ▼-3.6%2,4310.3%Industrial ProductsDELLDell Technologies$576,315$503,944 ▼-46.7%5,0010.3%Computer and TechnologySCHMSchwab U.S. Mid-Cap ETF$549,905$549,905 ▲New Holding19,8450.3%ETFMUSAMurphy USA$528,845$17,561 ▼-3.2%1,0540.3%Retail/WholesaleOCOwens Corning$520,839$18,735 ▼-3.5%3,0580.3%ConstructionDSGXThe Descartes Systems Group$510,859$9,883 ▼-1.9%4,4970.3%Computer and TechnologyFDSFactSet Research Systems$510,057$20,652 ▼-3.9%1,0620.3%Business ServicesCSLCarlisle Companies$493,877$16,229 ▼-3.2%1,3390.3%Multi-Sector ConglomeratesEMEEMCOR Group$466,155$15,433 ▼-3.2%1,0270.2%ConstructionDVNDevon Energy$461,689$413,183 ▼-47.2%14,1060.2%Oils/EnergyCWSTCasella Waste Systems$461,649$1,376 ▼-0.3%4,3630.2%Business ServicesCUBECubeSmart$442,126$203,023 ▲84.9%10,3180.2%FinanceSKXSkechers U.S.A.$432,219$15,801 ▼-3.5%6,4280.2%Consumer DiscretionaryCRUSCirrus Logic$428,692$15,335 ▼-3.5%4,3050.2%Computer and TechnologyTTEKTetra Tech$421,746$15,896 ▼-3.6%10,5860.2%Industrial ProductsROADConstruction Partners$420,981$2,211 ▼-0.5%4,7590.2%ConstructionMTGMGIC Investment$379,360$14,487 ▼-3.7%16,0000.2%FinanceAAONAAON$372,457$54,486 ▼-12.8%3,1650.2%ConstructionHRBH&R Block$369,087$77,252 ▲26.5%6,9850.2%Consumer DiscretionaryMTDRMatador Resources$359,333$14,796 ▼-4.0%6,3870.2%Oils/EnergyTTCToro$356,285$13,136 ▼-3.6%4,4480.2%Consumer DiscretionaryGNTXGentex$346,627$13,618 ▼-3.8%12,0650.2%Auto/Tires/TrucksFSVFirstService$344,843$6,698 ▼-1.9%1,9050.2%FinanceARWArrow Electronics$341,057$13,235 ▼-3.7%3,0150.2%Computer and TechnologyALTRAltair Engineering$336,713$78,886 ▼-19.0%3,0860.2%Computer and TechnologyEXPOExponent$335,105$16,038 ▼-4.6%3,7610.2%Business ServicesSEICSEI Investments$327,528$12,372 ▼-3.6%3,9710.2%FinanceSPSCSPS Commerce$326,950$2,576 ▼-0.8%1,7770.2%Business ServicesFFINFirst Financial Bankshares$316,231$11,500 ▼-3.5%8,7720.2%FinanceASGNASGN$307,941$12,001 ▼-3.8%3,6950.2%Computer and TechnologyWLKWestlake$307,606$10,319 ▼-3.2%2,6830.2%Basic MaterialsRBCRBC Bearings$305,1230.0%1,0200.2%Industrial ProductsMMSIMerit Medical Systems$304,281$967 ▲0.3%3,1460.2%MedicalSSDSimpson Manufacturing$298,991$56,216 ▼-15.8%1,8030.2%ConstructionIEFAiShares Core MSCI EAFE ETF$296,300$296,300 ▲New Holding4,2160.2%ETFCSWICSW Industrials$292,824$1,764 ▼-0.6%8300.2%Basic MaterialsNOVTNovanta$289,499$153 ▲0.1%1,8950.2%Computer and TechnologyAMRAlpha Metallurgical Resources$281,569$22,213 ▼-7.3%1,4070.2%Basic MaterialsWTRGEssential Utilities$276,940$11,078 ▼-3.8%7,6250.1%UtilitiesBCPCBalchem$271,876$815 ▲0.3%1,6680.1%Basic MaterialsShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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