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%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%IndustrialsMRKMerck & 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%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%IndustrialsFSFGFirst 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%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%MedicalXLIIndustrial 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. 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