Lindenwold Advisors Purchases in Q3 2025

Lindenwold Advisors

  • $204 Million
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
NVDA
Nvidia Corp

Technology
11.9K
+ 33.01%
$153.3 - $186.58 $1.82M - $2.21M
47.8K $8.91M
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
19.8K
+ 6.31%
$68.24 - $73.73 $1.35M - $1.46M
335K $24.6M
ZTS
Zoetis Inc.

Healthcare
16.7K
New
$141.13 - $159.19 $2.36M - $2.66M
16.7K $2.45M
AVGO
Broadcom Inc.

Technology
5.29K
New
$264.74 - $369.57 $1.4M - $1.95M
5.29K $1.74M
MUB
Ishares National Muni Bond ETF

ETFs
8.38K
+ 8.62%
$103.24 - $106.68 $865K - $894K
106K $11.2M
DFSV
Dimensional ETF Tr Dimensional

ETFs
24K
+ 51.73%
$29.2 - $32.74 $701K - $787K
70.5K $2.24M
ABBV
Abb Vie Inc.

Healthcare
148
+ 0.96%
$184.85 - $231.54 $27.4K - $34.3K
15.6K $3.62M
ENFR
Alerian Energy Infrastructure

ETFs
16.8K
New
$31.23 - $32.68 $525K - $549K
16.8K $544K
EA
Electronic Arts Inc.

Communication Services
75
+ 0.64%
$147.79 - $202.05 $11.1K - $15.2K
11.7K $2.36M
AVUV
American Centy ETF Tr Avantis

ETFs
777
+ 1.62%
$90.37 - $102.12 $70.2K - $79.3K
48.6K $4.84M
WTRG
Essential Utilities, Inc.

Utilities
9.94K
+ 133.25%
$36.73 - $39.9 $365K - $397K
17.4K $694K
ULTA
Ulta Beauty, Inc.

Consumer Cyclical
45
+ 0.95%
$473.44 - $553.71 $21.3K - $24.9K
4.77K $2.61M
MBB
Ishares Tr

ETFs
3.09K
+ 4.55%
$92.46 - $95.73 $285K - $296K
70.9K $6.74M
KORP
American Centy ETF Tr Diversif

ETFs
6.27K
+ 4.77%
$46.36 - $47.95 $291K - $301K
138K $6.56M
BDC
Belden Inc.

Technology
2.97K
New
$115.58 - $133.49 $343K - $397K
2.97K $357K
SUB
Ishares Short Term National Mu

ETFs
3.15K
+ 7.21%
$106.17 - $107.3 $334K - $338K
46.8K $5M
BLD
Top Build Corp

Industrials
896
New
$343.19 - $443.31 $307K - $397K
896 $350K
CORP
Pimco Investment Grade Corp Bd

ETFs
2.71K
+ 4.72%
$95.87 - $99.18 $260K - $269K
60.1K $5.93M
AMLP
Alps ETF Tr Alerian Mlp ETF

ETFs
7K
New
$46.51 - $50.07 $325K - $350K
7K $328K
JPM
Jpmorgan Chase & CO

Financial Services
67
+ 0.57%
$282.78 - $316.06 $18.9K - $21.2K
11.9K $3.75M
TXRH
Texas Roadhouse, Inc.

Consumer Cyclical
2.08K
+ 112.32%
$158.24 - $191.13 $329K - $397K
3.93K $652K
CDNS
Cadence Design Systems Inc

Technology
42
+ 0.69%
$309.46 - $373.37 $13K - $15.7K
6.17K $2.17M
VPN
Global X Fds Data Ctr Reits &

ETFs
15.4K
New
N/A
15.4K $245K
HD
Home Depot, Inc.

Consumer Cyclical
54
+ 0.95%
$357.4 - $423.42 $19.3K - $22.9K
5.73K $2.32M
AMR
Alpha Metallurgical Resources, Inc.

Basic Materials
1.47K
New
$104.99 - $166.52 $154K - $245K
1.47K $241K
LANC
Lancaster Colony Corp

Consumer Defensive
1.3K
New
$171.5 - $183.37 $223K - $238K
1.3K $235K
CUBE
Cube Smart

Real Estate
6.1K
+ 41.88%
$38.71 - $43.34 $236K - $264K
20.7K $839K
AAON
Aaon, Inc.

Industrials
2.36K
New
$72.08 - $94.26 $170K - $222K
2.36K $220K
DELL
Dell Technologies Inc.

Technology
87
+ 0.96%
$120.96 - $141.77 $10.5K - $12.3K
9.19K $1.3M
AEE
Ameren Corp

Utilities
217
+ 1.11%
$95.0 - $104.38 $20.6K - $22.7K
19.8K $2.06M
HALO
Halozyme Therapeutics, Inc.

Healthcare
201
+ 2.51%
$52.92 - $78.28 $10.6K - $15.7K
8.22K $602K
RMD
Resmed Inc

Healthcare
158
+ 1.92%
$252.01 - $293.73 $39.8K - $46.4K
8.4K $2.3M
EXPD
Expeditors International Of Washington Inc

Industrials
138
+ 0.84%
$111.37 - $124.95 $15.4K - $17.2K
16.5K $2.02M
LMT
Lockheed Martin Corp

Industrials
38
+ 1.14%
$410.74 - $499.21 $15.6K - $19K
3.38K $1.69M
PEP
Pepsico Inc

Consumer Defensive
111
+ 0.85%
$133.81 - $152.16 $14.9K - $16.9K
13.1K $1.84M
EME
Emcor Group, Inc.

Industrials
11
+ 1.09%
$530.88 - $655.83 $5.84K - $7.21K
1.02K $665K
MCD
Mcdonalds Corp

Consumer Cyclical
76
+ 0.98%
$291.67 - $316.99 $22.2K - $24.1K
7.81K $2.37M
VSMV
Victoryshares Us Multifactor M

ETFs
1.53K
+ 29.21%
$48.84 - $53.66 $74.9K - $82.3K
6.79K $364K
UNP
Union Pacific Corp

Industrials
94
+ 0.75%
$214.91 - $237.16 $20.2K - $22.3K
12.6K $2.98M
DVN
Devon Energy Corp

Energy
314
+ 1.17%
$31.75 - $36.99 $9.97K - $11.6K
27.1K $949K
CRUS
Cirrus Logic, Inc.

Technology
39
+ 0.93%
$97.25 - $127.45 $3.79K - $4.97K
4.25K $531K
GNTX
Gentex Corp

Consumer Cyclical
115
+ 0.98%
$22.66 - $29.06 $2.61K - $3.34K
11.9K $336K
ORI
Old Republic International Corp

Financial Services
354
+ 2.32%
$35.74 - $42.47 $12.7K - $15K
15.6K $662K
AIT
Applied Industrial Technologies Inc

Industrials
23
+ 0.97%
$242.14 - $275.72 $5.57K - $6.34K
2.4K $627K
MUR
Murphy Oil Corp

Energy
243
+ 2.52%
$22.13 - $30.03 $5.38K - $7.3K
9.9K $281K
EWBC
East West Bancorp Inc

Financial Services
64
+ 0.94%
$97.41 - $109.7 $6.23K - $7.02K
6.89K $733K
RPM
Rpm International Inc

Basic Materials
43
+ 0.91%
$110.07 - $128.23 $4.73K - $5.51K
4.75K $560K
SHW
Sherwin Williams CO

Basic Materials
79
+ 2.08%
$330.88 - $375.23 $26.1K - $29.6K
3.87K $1.34M
NBIX
Neurocrine Biosciences Inc

Healthcare
25
+ 1.13%
$123.98 - $146.67 $3.1K - $3.67K
2.24K $314K
Activity Summary
Buys All Purchases 83 New Holdings 13 Increased Positions 70 Sells All Sells 26 Reductions 26 Sold out 0 Options Calls 0 Puts 0
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