Lindenwold Advisors Purchases in Q1 2025

Lindenwold Advisors

  • $175 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
AVUV
American Centy ETF Tr Avantis

ETFs
48.2K
New
$84.95 - $100.62 $4.1M - $4.85M
48.2K $4.2M
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
17.2K
+ 5.98%
$58.01 - $64.46 $998K - $1.11M
305K $18.9M
V
Visa Inc.

Financial Services
4.35K
+ 83.31%
$306.92 - $362.71 $1.34M - $1.58M
9.58K $3.36M
DFSV
Dimensional ETF Tr Dimensional

ETFs
25.6K
New
$27.56 - $32.1 $704K - $820K
25.6K $719K
ORI
Old Republic International Corp

Financial Services
15.2K
New
$33.46 - $39.22 $508K - $595K
15.2K $595K
MMC
Marsh & Mclennan Companies, Inc.

Financial Services
413
+ 2.95%
$208.48 - $244.03 $86.1K - $101K
14.4K $3.52M
UNH
Unitedhealth Group Inc

Healthcare
742
+ 9.63%
$461.52 - $548.18 $342K - $407K
8.45K $4.43M
DVN
Devon Energy Corp

Energy
12.2K
+ 86.5%
$33.15 - $38.55 $404K - $470K
26.3K $983K
MBB
Ishares Tr

ETFs
3.35K
+ 5.85%
$90.37 - $94.08 $302K - $315K
60.5K $5.68M
CORP
Pimco Investment Grade Corp Bd

ETFs
3.4K
+ 7.15%
$93.89 - $97.32 $320K - $331K
51K $4.93M
CMCSA
Comcast Corp

Communication Services
9.41K
+ 48.31%
$33.19 - $38.23 $312K - $360K
28.9K $1.07M
OPCH
Option Care Health, Inc.

Healthcare
8.83K
New
$22.7 - $35.2 $200K - $311K
8.83K $308K
MUR
Murphy Oil Corp

Energy
9.66K
New
$24.02 - $33.9 $232K - $328K
9.66K $274K
HALO
Halozyme Therapeutics, Inc.

Healthcare
2.97K
+ 59.4%
$47.74 - $65.16 $142K - $194K
7.97K $508K
CHRD
Oasis Petroleum Inc.

Energy
2.29K
New
$101.34 - $127.78 $232K - $293K
2.29K $258K
LNTH
Lantheus Holdings, Inc.

Healthcare
2.55K
New
$78.23 - $110.01 $200K - $281K
2.55K $249K
NBIX
Neurocrine Biosciences Inc

Healthcare
2.16K
New
$107.22 - $153.29 $232K - $331K
2.16K $238K
DELL
Dell Technologies Inc.

Technology
3.82K
+ 76.38%
$90.34 - $124.66 $345K - $476K
8.82K $804K
TXRH
Texas Roadhouse, Inc.

Consumer Cyclical
1.33K
New
$166.63 - $185.86 $222K - $248K
1.33K $221K
ULTA
Ulta Beauty, Inc.

Consumer Cyclical
1.23K
+ 36.47%
$314.47 - $431.35 $388K - $532K
4.61K $1.69M
CUBE
Cube Smart

Real Estate
4.05K
+ 39.23%
$40.23 - $43.23 $163K - $175K
14.4K $613K
ADBE
Adobe Inc.

Technology
896
+ 29.21%
$377.84 - $464.11 $339K - $416K
3.96K $1.52M
HLMN
Hillman Solutions Corp.

Industrials
10.5K
New
$8.69 - $10.5 $91.5K - $111K
10.5K $92K
NEOG
Neogen Corp

Healthcare
10.6K
New
$8.43 - $13.07 $89.1K - $138K
10.6K $91K
PEP
Pepsico Inc

Consumer Defensive
159
+ 1.31%
$142.64 - $156.42 $22.7K - $24.9K
12.3K $1.84M
MUB
Ishares National Muni Bond ETF

ETFs
966
+ 1.04%
$104.71 - $107.69 $101K - $104K
94.1K $9.92M
LMT
Lockheed Martin Corp

Industrials
43
+ 1.33%
$423.19 - $506.29 $18.2K - $21.8K
3.28K $1.46M
HOLX
Hologic Inc

Healthcare
352
+ 1.18%
$60.7 - $73.77 $21.4K - $26K
30.2K $1.86M
Activity Summary
Buys All Purchases 29 New Holdings 11 Increased Positions 18 Sells All Sells 78 Reductions 78 Sold out 0 Options Calls 0 Puts 0
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