Lindenwold Advisors Purchases in Q2 2025

Lindenwold Advisors

  • $187 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
9.82K
+ 3.22%
$55.54 - $69.09 $545K - $678K
315K $21.7M
MSFT
Microsoft Corp

Technology
336
+ 1.91%
$354.56 - $497.45 $119K - $167K
18K $8.93M
RMD
Resmed Inc

Healthcare
8.25K
New
$204.54 - $258.0 $1.69M - $2.13M
8.25K $2.13M
NVDA
Nvidia Corp

Technology
288
+ 0.81%
$94.31 - $157.99 $27.2K - $45.5K
35.9K $5.67M
NFLX
Netflix Inc

Communication Services
1.01K
New
$855.86 - $1339.13 $860K - $1.35M
1.01K $1.35M
SHW
Sherwin Williams CO

Basic Materials
3.79K
New
$313.51 - $363.51 $1.19M - $1.38M
3.79K $1.3M
ADBE
Adobe Inc.

Technology
2.14K
+ 53.95%
$340.0 - $420.68 $727K - $899K
6.1K $2.36M
META
Meta Platforms, Inc.

Communication Services
65
+ 1.33%
$484.66 - $738.09 $31.5K - $48K
4.95K $3.65M
KORP
American Centy ETF Tr Diversif

ETFs
14.9K
+ 12.78%
$45.37 - $47.07 $676K - $701K
131K $6.19M
GOOGL
Alphabet Inc.

Communication Services
673
+ 2.36%
$144.7 - $178.6 $97.4K - $120K
29.2K $5.14M
CORP
Pimco Investment Grade Corp Bd

ETFs
6.44K
+ 12.63%
$94.14 - $97.31 $606K - $626K
57.4K $5.59M
DFSV
Dimensional ETF Tr Dimensional

ETFs
20.9K
+ 81.72%
$24.21 - $29.47 $506K - $615K
46.4K $1.37M
AMZN
Amazon Com Inc

Consumer Cyclical
333
+ 1.79%
$167.32 - $223.3 $55.7K - $74.4K
19K $4.16M
JPM
Jpmorgan Chase & CO

Financial Services
289
+ 2.51%
$210.28 - $289.91 $60.8K - $83.8K
11.8K $3.42M
KLAC
Kla Corp

Technology
46
+ 1.81%
$576.53 - $902.94 $26.5K - $41.5K
2.58K $2.31M
ULTA
Ulta Beauty, Inc.

Consumer Cyclical
115
+ 2.49%
$328.01 - $475.68 $37.7K - $54.7K
4.73K $2.21M
ATR
Aptargroup, Inc.

Healthcare
2.86K
New
$133.66 - $158.53 $382K - $453K
2.86K $447K
CDNS
Cadence Design Systems Inc

Technology
37
+ 0.61%
$231.64 - $323.08 $8.57K - $12K
6.12K $1.89M
DELL
Dell Technologies Inc.

Technology
277
+ 3.14%
$71.63 - $125.98 $19.8K - $34.9K
9.1K $1.12M
USFD
Us Foods Holding Corp.

Consumer Defensive
4.05K
New
$60.47 - $79.12 $245K - $320K
4.05K $311K
PEGA
Pegasystems Inc

Technology
5.31K
New
$49.95 - $103.29 $265K - $548K
5.31K $287K
STVN
Stevanato Group S.P.A.

Healthcare
9.39K
New
$18.57 - $25.25 $174K - $237K
9.39K $229K
MUB
Ishares National Muni Bond ETF

ETFs
3.04K
+ 3.22%
$102.31 - $105.8 $311K - $321K
97.2K $10.2M
V
Visa Inc.

Financial Services
474
+ 4.95%
$308.27 - $373.31 $146K - $177K
10.1K $3.57M
FSS
Federal Signal Corp

Industrials
1.95K
New
$69.23 - $106.42 $135K - $208K
1.95K $207K
EA
Electronic Arts Inc.

Communication Services
160
+ 1.39%
$132.53 - $159.7 $21.2K - $25.6K
11.6K $1.86M
CSCO
Cisco Systems, Inc.

Technology
57
+ 0.26%
$53.19 - $69.38 $3.03K - $3.95K
21.9K $1.52M
EME
Emcor Group, Inc.

Industrials
1
+ 0.1%
$342.02 - $534.89 $342 - $535
1.01K $541K
TXRH
Texas Roadhouse, Inc.

Consumer Cyclical
518
+ 38.89%
$153.22 - $199.8 $79.4K - $103K
1.85K $346K
CVLT
Commvault Systems Inc

Technology
3
+ 0.05%
$139.35 - $190.99 $418 - $573
6.61K $1.15M
LMT
Lockheed Martin Corp

Industrials
65
+ 1.98%
$430.82 - $486.45 $28K - $31.6K
3.34K $1.55M
NOVT
Novanta Inc

Technology
295
+ 18.21%
N/A
1.92K $302K
NBIX
Neurocrine Biosciences Inc

Healthcare
56
+ 2.59%
$87.54 - $128.18 $4.9K - $7.18K
2.22K $278K
VSMV
Victoryshares Us Multifactor M

ETFs
676
+ 14.77%
$43.7 - $49.3 $29.5K - $33.3K
5.25K $258K
CCCS
Ccc Intelligent Solutions Holdings Inc.

Technology
2.78K
+ 19.66%
$8.28 - $9.42 $23K - $26.2K
16.9K $159K
HD
Home Depot, Inc.

Consumer Cyclical
59
+ 1.05%
$335.24 - $380.78 $19.8K - $22.5K
5.68K $2.08M
CBSH
Commerce Bancshares Inc

Financial Services
146
+ 1.37%
$55.42 - $65.63 $8.09K - $9.58K
10.8K $669K
CUBE
Cube Smart

Real Estate
194
+ 1.35%
$35.88 - $43.68 $6.96K - $8.47K
14.6K $618K
Lam Research Corp
261
+ 1.22%
N/A
21.7K $0
Vanguard Mun Bd Fds
7.63K
New
N/A
7.63K $0
CMCSA
Comcast Corp

Communication Services
849
+ 2.94%
$32.84 - $36.72 $27.9K - $31.2K
29.7K $1.06M
ORI
Old Republic International Corp

Financial Services
69
+ 0.45%
$35.25 - $39.79 $2.43K - $2.75K
15.2K $586K
PSA
Public Storage

Real Estate
45
+ 1.07%
$266.31 - $309.77 $12K - $13.9K
4.24K $1.24M
UNP
Union Pacific Corp

Industrials
252
+ 2.05%
$208.27 - $238.46 $52.5K - $60.1K
12.5K $2.88M
LNTH
Lantheus Holdings, Inc.

Healthcare
100
+ 3.92%
$73.86 - $108.74 $7.39K - $10.9K
2.65K $217K
CHRD
Oasis Petroleum Inc.

Energy
1
+ 0.04%
$82.03 - $113.54 $82 - $114
2.29K $222K
AEE
Ameren Corp

Utilities
282
+ 1.46%
$94.23 - $101.68 $26.6K - $28.7K
19.6K $1.88M
EXPD
Expeditors International Of Washington Inc

Industrials
337
+ 2.1%
$102.84 - $122.24 $34.7K - $41.2K
16.4K $1.87M
ACN
Accenture PLC

Technology
15
+ 0.3%
$279.23 - $323.21 $4.19K - $4.85K
4.99K $1.49M
Activity Summary
Buys All Purchases 65 New Holdings 9 Increased Positions 56 Sells All Sells 40 Reductions 40 Sold out 0 Options Calls 0 Puts 0
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