Lynch & Associates/In Top Holdings and 13F Report (2025) About Lynch & Associates/InInvestment ActivityLynch & Associates/In has $460.88 million in total holdings as of December 31, 2024.Lynch & Associates/In owns shares of 116 different stocks, but just 40 companies or ETFs make up 80% of its holdings.Approximately 1.37% of the portfolio was purchased this quarter.About 2.09% of the portfolio was sold this quarter.This quarter, Lynch & Associates/In has purchased 120 new stocks and bought additional shares in 39 stocks.Lynch & Associates/In sold shares of 59 stocks and completely divested from 8 stocks this quarter.Largest Holdings Microsoft $44,505,607iShares Core S&P 500 ETF $19,708,958Walmart $18,739,599iShares Core S&P Mid-Cap ETF $18,403,786Procter & Gamble $15,004,519 Largest New Holdings this Quarter Broadcom $251,406 HoldingAutomatic Data Processing $205,496 Holding Largest Purchases this Quarter Schwab US Dividend Equity ETF 98,381 shares (about $2.69M)Texas Instruments 1,360 shares (about $255.01K)Broadcom 1,084 shares (about $251.41K)Vanguard Total International Stock ETF 3,963 shares (about $233.54K)SPDR Portfolio S&P 500 Value ETF 4,261 shares (about $217.91K) Largest Sales this Quarter Discover Financial Services 7,570 shares (about $1.31M)iShares Core S&P 500 ETF 1,530 shares (about $900.68K)DOW 11,688 shares (about $469.04K)Walmart 3,850 shares (about $347.85K)Boeing 1,878 shares (about $332.40K) Sector Allocation Over TimeMap of 500 Largest Holdings ofLynch & Associates/In Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorMSFTMicrosoft$44,505,607$248,684 ▼-0.6%105,5899.7%Computer and TechnologyIVViShares Core S&P 500 ETF$19,708,958$900,678 ▼-4.4%33,4804.3%ETFWMTWalmart$18,739,599$347,848 ▼-1.8%207,4114.1%Retail/WholesaleIJHiShares Core S&P Mid-Cap ETF$18,403,786$273,728 ▼-1.5%295,3584.0%ETFPGProcter & Gamble$15,004,519$111,487 ▼-0.7%89,4993.3%Consumer StaplesJPMJPMorgan Chase & Co.$13,729,268$166,840 ▼-1.2%57,2743.0%FinanceABBVAbbVie$13,054,148$3,021 ▼0.0%73,4622.8%MedicalXOMExxon Mobil$12,959,534$174,587 ▼-1.3%120,4752.8%Oils/EnergyJNJJohnson & Johnson$12,931,250$200,300 ▼-1.5%89,4152.8%MedicalAAPLApple$11,729,297$198,581 ▼-1.7%46,8392.5%Computer and TechnologyIBMInternational Business Machines$10,608,701$61,112 ▲0.6%48,2592.3%Computer and TechnologyMCDMcDonald's$9,663,079$45,222 ▲0.5%33,3342.1%Retail/WholesaleEMREmerson Electric$9,562,561$331,513 ▼-3.4%77,1612.1%Industrial ProductsMRKMerck & Co., Inc.$9,012,291$209,604 ▼-2.3%90,5942.0%MedicalCSCOCisco Systems$8,826,125$5,920 ▲0.1%149,0901.9%Computer and TechnologyCVXChevron$7,774,691$174,676 ▲2.3%53,6781.7%Oils/EnergyLMTLockheed Martin$7,726,284$8,261 ▼-0.1%15,9001.7%AerospaceSPYVSPDR Portfolio S&P 500 Value ETF$7,445,166$217,908 ▲3.0%145,5841.6%ETFITOTiShares Core S&P Total U.S. Stock Market ETF$7,119,760$195,117 ▼-2.7%55,3551.5%ETFUPSUnited Parcel Service$7,048,163$68,473 ▼-1.0%55,8931.5%TransportationSYKStryker$6,532,478$85,693 ▼-1.3%18,1431.4%MedicalABTAbbott Laboratories$6,430,058$905 ▼0.0%56,8481.4%MedicalBACBank of America$6,348,049$110,710 ▼-1.7%144,4381.4%FinanceKOCoca-Cola$6,295,326$11,892 ▼-0.2%101,1131.4%Consumer StaplesLOWLowe's Companies$6,162,983$16,782 ▼-0.3%24,9721.3%Retail/WholesaleHONHoneywell International$6,141,890$129,660 ▼-2.1%27,1901.3%Multi-Sector ConglomeratesIJRiShares Core S&P Small-Cap ETF$5,997,028$184,005 ▲3.2%52,0491.3%ETFGOOGLAlphabet$5,919,828$139,704 ▲2.4%31,2721.3%Computer and TechnologyLLYEli Lilly and Company$5,882,640$772 ▼0.0%7,6201.3%MedicalBRK.BBerkshire Hathaway$5,877,478$8,612 ▲0.1%12,9671.3%FinanceTXNTexas Instruments$5,161,400$255,014 ▲5.2%27,5261.1%Computer and TechnologySYYSysco$4,699,505$54,669 ▼-1.1%61,4641.0%Consumer StaplesAMZNAmazon.com$4,649,226$180,774 ▲4.0%21,1921.0%Retail/WholesaleTJXTJX Companies$4,586,793$18,242 ▼-0.4%37,9671.0%Retail/WholesaleNEENextEra Energy$4,329,502$211,701 ▲5.1%60,3920.9%UtilitiesFTECFidelity MSCI Information Technology Index ETF$4,201,768$26,992 ▼-0.6%22,7270.9%ETFITWIllinois Tool Works$4,091,825$29,666 ▲0.7%16,1380.9%Industrial ProductsFSFGFirst Savings Financial Group$4,063,6800.0%153,0000.9%FinanceSCHDSchwab US Dividend Equity ETF$3,881,161$2,687,769 ▲225.2%142,0630.8%ETFRTXRTX$3,860,043$19,788 ▲0.5%33,3570.8%AerospaceDFSDiscover Financial Services$3,704,870$1,311,351 ▼-26.1%21,3870.8%FinanceDISWalt Disney$3,550,638$63,024 ▼-1.7%31,8870.8%Consumer DiscretionaryDUKDuke Energy$3,379,804$23,918 ▼-0.7%31,3700.7%UtilitiesMMM3M$3,320,091$12,264 ▲0.4%25,7190.7%Multi-Sector ConglomeratesUSBU.S. Bancorp$3,218,057$63,423 ▲2.0%67,2810.7%FinanceBABoeing$3,192,115$332,398 ▼-9.4%18,0350.7%AerospaceDOWDOW$2,661,834$469,041 ▼-15.0%66,3300.6%Basic MaterialsVVisa$2,454,683$217,120 ▲9.7%7,7670.5%Business ServicesHDHome Depot$2,409,015$115,530 ▲5.0%6,1930.5%Retail/WholesalePFEPfizer$2,381,026$101,053 ▼-4.1%89,7480.5%MedicalXLKTechnology Select Sector SPDR Fund$2,377,2840.0%10,2240.5%ETFCLColgate-Palmolive$2,356,902$71,000 ▼-2.9%25,9260.5%Consumer StaplesFNCLFidelity MSCI Financials Index ETF$2,354,175$22,253 ▼-0.9%34,2770.5%ETFGISGeneral Mills$2,237,626$67,596 ▼-2.9%35,0890.5%Consumer StaplesFHLCFidelity MSCI Health Care Index ETF$2,133,220$18,363 ▲0.9%32,6430.5%ETFKMBKimberly-Clark$2,129,443$11,794 ▼-0.6%16,2500.5%Consumer StaplesVXUSVanguard Total International Stock ETF$2,096,199$233,540 ▲12.5%35,5710.5%ETFPMPhilip Morris International$1,976,962$24,551 ▲1.3%16,4270.4%Consumer StaplesSHWSherwin-Williams$1,850,223$8,158 ▲0.4%5,4430.4%Basic MaterialsUNPUnion Pacific$1,816,111$14,367 ▲0.8%7,9640.4%TransportationFDISFidelity MSCI Consumer Discretionary Index ETF$1,741,025$53,993 ▼-3.0%17,8640.4%ETFTTETotalEnergies$1,733,645$49,323 ▼-2.8%31,8100.4%Oils/EnergyFIDUFidelity MSCI Industrials Index ETF$1,671,620$54,420 ▼-3.2%23,7750.4%ETFMOAltria Group$1,643,335$100,084 ▲6.5%31,4270.4%Consumer StaplesFCOMFidelity MSCI Communication Services Index ETF$1,418,133$22,482 ▼-1.6%24,1590.3%ETFAMGNAmgen$1,343,339$44,569 ▼-3.2%5,1540.3%MedicalVZVerizon Communications$1,336,971$39,070 ▼-2.8%33,4330.3%Computer and TechnologyFSTAFidelity MSCI Consumer Staples Index ETF$1,315,382$2,472 ▼-0.2%26,6110.3%ETFFENYFidelity MSCI Energy Index ETF$1,250,098$12,683 ▲1.0%52,4370.3%ETFNB BANCORP$1,235,2680.0%68,3980.3%COMCIThe Cigna Group$1,199,828$43,906 ▼-3.5%4,3450.3%MedicalNVDANVIDIA$1,096,949$113,468 ▲11.5%8,1690.2%Computer and TechnologyMETAMeta Platforms$1,073,825$18,151 ▲1.7%1,8340.2%Computer and TechnologyMDYSPDR S&P MidCap 400 ETF Trust$991,0690.0%1,7400.2%ETFCVSCVS Health$889,114$273,283 ▼-23.5%19,8070.2%Retail/WholesaleXLIIndustrial Select Sector SPDR Fund$849,852$9,882 ▼-1.1%6,4500.2%ETFXLFFinancial Select Sector SPDR Fund$776,9050.0%16,0750.2%ETFMDTMedtronic$739,609$154,568 ▲26.4%9,2590.2%MedicalCGUSCapital Group Core Equity ETF$705,030$99,175 ▲16.4%20,1610.2%ETFXLYConsumer Discretionary Select Sector SPDR Fund$664,3000.0%2,9610.1%FinanceADBEAdobe$660,350$184,987 ▼-21.9%1,4850.1%Computer and TechnologyCGGRCapital Group Growth ETF$649,583$47,763 ▲7.9%17,4760.1%ETFRDVYFirst Trust NASDAQ Rising Dividend Achievers$642,379$58,135 ▲10.0%10,8620.1%ManufacturingIVEiShares S&P 500 Value ETF$637,921$2,672 ▼-0.4%3,3420.1%ETFFUTYFidelity MSCI Utilities Index ETF$632,742$8,730 ▼-1.4%12,9740.1%ETFEBCEastern Bankshares$603,7500.0%35,0000.1%FinanceIWMiShares Russell 2000 ETF$574,4960.0%2,6000.1%FinanceFIDELITY ENHANCED MID CAP ETF$569,783$67,014 ▲13.3%17,3450.1%ETFTSLATesla$541,549$79,556 ▼-12.8%1,3410.1%Auto/Tires/TrucksCGDVCapital Group Dividend Value ETF$541,135$154,580 ▲40.0%15,3470.1%ETFFTCSFirst Trust Capital Strength ETF$536,141$42,417 ▲8.6%6,1050.1%ETFXLVHealth Care Select Sector SPDR Fund$532,2580.0%3,8690.1%ETFGEGeneral Electric$524,054$667 ▲0.1%3,1420.1%TransportationSPSMSPDR Portfolio S&P 600 Small Cap ETF$499,2410.0%11,1140.1%ETFWFCWells Fargo & Company$464,005$45,445 ▼-8.9%6,6060.1%FinanceINTCIntel$459,954$18,125 ▲4.1%22,9400.1%Computer and TechnologyFMATFidelity MSCI Materials Index ETF$457,950$5,012 ▼-1.1%9,5030.1%ETFBMYBristol-Myers Squibb$434,155$25,565 ▲6.3%7,6760.1%MedicalVTIVanguard Total Stock Market ETF$415,2980.0%1,4330.1%ETFLNTAlliant Energy$392,152$2,957 ▼-0.7%6,6310.1%UtilitiesShowing 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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