Lynch & Associates/In Top Holdings and 13F Report (2025) About Lynch & Associates/InInvestment ActivityLynch & Associates/In has $462.35 million in total holdings as of March 31, 2025.Lynch & Associates/In owns shares of 118 different stocks, but just 41 companies or ETFs make up 80% of its holdings.Approximately 1.65% of the portfolio was purchased this quarter.About 1.02% of the portfolio was sold this quarter.This quarter, Lynch & Associates/In has purchased 116 new stocks and bought additional shares in 46 stocks.Lynch & Associates/In sold shares of 51 stocks and completely divested from 3 stocks this quarter.Largest Holdings Microsoft $39,238,753iShares Core S&P 500 ETF $19,055,451Walmart $17,779,685iShares Core S&P Mid-Cap ETF $17,438,041AbbVie $15,212,561 Largest New Holdings this Quarter 31609A404 - FIDELITY ENHANCED INTERNATIONA $730,142 Holding31609A206 - FIDELITY ENHANCED SMALL CAP ET $442,101 Holding81369Y506 - Energy Select Sector SPDR Fund $208,861 Holding Largest Purchases this Quarter FIDELITY ENHANCED MID CAP ETF 23,923 shares (about $749.75K)FIDELITY ENHANCED INTERNATIONA 24,534 shares (about $730.14K)Capital Group Dividend Value ETF 17,127 shares (about $610.41K)Meta Platforms 983 shares (about $566.60K)FIDELITY ENHANCED SMALL CAP ET 14,997 shares (about $442.10K) Largest Sales this Quarter Walmart 4,886 shares (about $428.94K)Microsoft 1,061 shares (about $398.29K)DOW 8,964 shares (about $313.02K)JPMorgan Chase & Co. 1,142 shares (about $280.13K)International Business Machines 999 shares (about $248.41K) 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$39,238,753$398,289 ▼-1.0%104,5288.5%Computer and TechnologyIVViShares Core S&P 500 ETF$19,055,451$243,299 ▲1.3%33,9134.1%ETFWMTWalmart$17,779,685$428,942 ▼-2.4%202,5253.8%Retail/WholesaleIJHiShares Core S&P Mid-Cap ETF$17,438,041$203,875 ▲1.2%298,8523.8%ETFABBVAbbVie$15,212,561$179,139 ▼-1.2%72,6073.3%MedicalPGProcter & Gamble$15,076,136$176,213 ▼-1.2%88,4653.3%Consumer StaplesJNJJohnson & Johnson$14,827,267$1,327 ▼0.0%89,4073.2%MedicalXOMExxon Mobil$14,275,329$52,805 ▼-0.4%120,0313.1%EnergyJPMJPMorgan Chase & Co.$13,769,177$280,133 ▼-2.0%56,1323.0%FinanceIBMInternational Business Machines$11,751,587$248,410 ▼-2.1%47,2602.5%Computer and TechnologyMCDMcDonald's$10,408,982$3,436 ▼0.0%33,3232.3%Retail/WholesaleAAPLApple$10,399,127$5,109 ▼0.0%46,8162.2%Computer and TechnologyCSCOCisco Systems$9,185,222$15,119 ▼-0.2%148,8452.0%Computer and TechnologyCVXChevron$8,823,198$156,583 ▼-1.7%52,7421.9%EnergyEMREmerson Electric$8,403,959$56,026 ▼-0.7%76,6501.8%IndustrialsMRKMerck & Co., Inc.$8,100,840$30,877 ▼-0.4%90,2501.8%MedicalSPYVSPDR Portfolio S&P 500 Value ETF$7,540,256$105,306 ▲1.4%147,6461.6%ETFABTAbbott Laboratories$7,384,666$156,263 ▼-2.1%55,6701.6%MedicalKOCoca-Cola$7,188,785$52,927 ▼-0.7%100,3741.6%Consumer StaplesLMTLockheed Martin$7,039,637$62,986 ▼-0.9%15,7591.5%AerospaceBRK.BBerkshire Hathaway$6,939,810$34,084 ▲0.5%13,0311.5%FinanceITOTiShares Core S&P Total U.S. Stock Market ETF$6,911,744$157,881 ▲2.3%56,6491.5%ETFSYKStryker$6,685,778$68,123 ▼-1.0%17,9601.4%MedicalLLYEli Lilly and Company$6,271,135$22,300 ▼-0.4%7,5931.4%MedicalUPSUnited Parcel Service$6,004,678$142,987 ▼-2.3%54,5931.3%TransportationBACBank of America$5,985,709$41,688 ▼-0.7%143,4391.3%FinanceLOWLowe's Companies$5,890,725$66,471 ▲1.1%25,2571.3%Retail/WholesaleHONHoneywell International$5,827,093$69,665 ▲1.2%27,5191.3%Multi-Sector ConglomeratesIJRiShares Core S&P Small-Cap ETF$5,766,670$323,955 ▲6.0%55,1471.2%ETFGOOGLAlphabet$4,959,648$123,713 ▲2.6%32,0721.1%Computer and TechnologyTXNTexas Instruments$4,866,995$79,427 ▼-1.6%27,0841.1%Computer and TechnologyTJXTJX Companies$4,547,403$76,978 ▼-1.7%37,3351.0%Retail/WholesaleSYYSysco$4,515,050$97,176 ▼-2.1%60,1691.0%Consumer StaplesRTXRTX$4,460,160$41,725 ▲0.9%33,6721.0%AerospaceNEENextEra Energy$4,238,938$42,250 ▼-1.0%59,7960.9%UtilitiesSCHDSchwab US Dividend Equity ETF$4,207,533$235,451 ▲5.9%150,4840.9%ETFAMZNAmazon.com$4,073,962$42,047 ▲1.0%21,4130.9%Retail/WholesaleITWIllinois Tool Works$4,001,021$1,240 ▼0.0%16,1330.9%IndustrialsFSFGFirst Savings Financial Group$3,941,2800.0%153,0000.9%FinanceMMM3M$3,823,754$46,701 ▲1.2%26,0370.8%Multi-Sector ConglomeratesFTECFidelity MSCI Information Technology Index ETF$3,799,199$134,015 ▲3.7%23,5580.8%ETFDUKDuke Energy$3,774,057$52,204 ▼-1.4%30,9420.8%UtilitiesDFSDiscover Financial Services$3,618,328$32,433 ▼-0.9%21,1970.8%FinanceBABoeing$3,271,413$195,616 ▲6.4%19,1820.7%AerospaceDISWalt Disney$3,178,059$30,795 ▲1.0%32,1990.7%Consumer DiscretionaryUSBU.S. Bancorp$2,910,914$70,297 ▲2.5%68,9460.6%FinanceVVisa$2,746,555$24,532 ▲0.9%7,8370.6%Business ServicesPMPhilip Morris International$2,611,707$4,286 ▲0.2%16,4540.6%Consumer StaplesHDHome Depot$2,438,624$168,952 ▲7.4%6,6540.5%Retail/WholesaleCLColgate-Palmolive$2,399,250$29,984 ▼-1.2%25,6060.5%Consumer StaplesVXUSVanguard Total International Stock ETF$2,374,207$165,248 ▲7.5%38,2320.5%ETFFNCLFidelity MSCI Financials Index ETF$2,337,084$45,884 ▼-1.9%33,6170.5%ETFPFEPfizer$2,253,891$20,323 ▼-0.9%88,9460.5%MedicalFHLCFidelity MSCI Health Care Index ETF$2,233,176$3,006 ▲0.1%32,6870.5%ETFKMBKimberly-Clark$2,212,990$98,134 ▼-4.2%15,5600.5%Consumer StaplesXLKTechnology Select Sector SPDR Fund$2,111,0520.0%10,2240.5%ETFTTETotalEnergies$2,027,643$30,146 ▼-1.5%31,3440.4%EnergyDOWDOW$2,003,232$313,025 ▼-13.5%57,3660.4%Basic MaterialsGISGeneral Mills$1,986,463$111,508 ▼-5.3%33,2240.4%Consumer StaplesUNPUnion Pacific$1,954,414$72,998 ▲3.9%8,2730.4%TransportationSHWSherwin-Williams$1,941,835$41,204 ▲2.2%5,5610.4%Basic MaterialsMOAltria Group$1,809,443$76,826 ▼-4.1%30,1470.4%Consumer StaplesFIDUFidelity MSCI Industrials Index ETF$1,652,387$24,512 ▲1.5%24,1330.4%ETFMETAMeta Platforms$1,623,705$566,596 ▲53.6%2,8170.4%Computer and TechnologyAMGNAmgen$1,601,990$3,739 ▼-0.2%5,1420.3%MedicalFDISFidelity MSCI Consumer Discretionary Index ETF$1,536,476$26,790 ▲1.8%18,1810.3%ETFVZVerizon Communications$1,494,278$22,226 ▼-1.5%32,9430.3%Computer and TechnologyCIThe Cigna Group$1,439,375$9,870 ▲0.7%4,3750.3%MedicalFSTAFidelity MSCI Consumer Staples Index ETF$1,423,561$62,941 ▲4.6%27,8420.3%ETFFCOMFidelity MSCI Communication Services Index ETF$1,371,675$12,490 ▲0.9%24,3810.3%ETFFENYFidelity MSCI Energy Index ETF$1,360,435$20,670 ▲1.5%53,2460.3%ETFCVSCVS Health$1,346,972$5,081 ▲0.4%19,8820.3%MedicalFIDELITY ENHANCED MID CAP ETF$1,293,349$749,753 ▲137.9%41,2680.3%ETFCGDVCapital Group Dividend Value ETF$1,157,373$610,406 ▲111.6%32,4740.3%ETFNB BANCORP$1,088,284$147,668 ▼-11.9%60,2260.2%COMCGUSCapital Group Core Equity ETF$983,530$310,152 ▲46.1%29,4470.2%ETFMDYSPDR S&P MidCap 400 ETF Trust$928,2550.0%1,7400.2%ETFRDVYFirst Trust NASDAQ Rising Dividend Achievers$891,740$255,878 ▲40.2%15,2330.2%ManufacturingCGGRCapital Group Growth ETF$887,109$288,556 ▲48.2%25,9010.2%ETFMDTMedtronic$872,900$40,886 ▲4.9%9,7140.2%MedicalBMYBristol-Myers Squibb$856,361$388,202 ▲82.9%14,0410.2%MedicalXLIIndustrial Select Sector SPDR Fund$835,571$9,830 ▼-1.2%6,3750.2%ETFXLFFinancial Select Sector SPDR Fund$800,6960.0%16,0750.2%ETFFIDELITY ENHANCED INTERNATIONA$730,142$730,142 ▲New Holding24,5340.2%ETFNVDANVIDIA$685,667$199,620 ▼-22.5%6,3270.1%Computer and TechnologyFTCSFirst Trust Capital Strength ETF$684,222$136,970 ▲25.0%7,6330.1%ETFFUTYFidelity MSCI Utilities Index ETF$679,826$18,801 ▲2.8%13,3430.1%ETFIVEiShares S&P 500 Value ETF$636,9180.0%3,3420.1%ETFGEGeneral Electric$634,075$5,204 ▲0.8%3,1680.1%TransportationEBCEastern Bankshares$574,0000.0%35,0000.1%FinanceXLYConsumer Discretionary Select Sector SPDR Fund$555,060$29,619 ▼-5.1%2,8110.1%FinanceXLVHealth Care Select Sector SPDR Fund$546,661$18,251 ▼-3.2%3,7440.1%ETFIWMiShares Russell 2000 ETF$518,6740.0%2,6000.1%FinanceFMATFidelity MSCI Materials Index ETF$475,420$16,236 ▲3.5%9,8390.1%ETFWFCWells Fargo & Company$473,383$861 ▼-0.2%6,5940.1%FinanceSPSMSPDR Portfolio S&P 600 Small Cap ETF$453,0070.0%11,1140.1%ETFINTCIntel$443,761$77,215 ▼-14.8%19,5400.1%Computer and TechnologyFIDELITY ENHANCED SMALL CAP ET$442,101$442,101 ▲New Holding14,9970.1%ETFADBEAdobe$438,758$130,784 ▼-23.0%1,1440.1%Computer and TechnologyVTIVanguard Total Stock Market ETF$436,446$42,600 ▲10.8%1,5880.1%ETFShowing largest 100 holdings. 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