Lindenwold Advisors Portfolio Holdings

Lindenwold Advisors

  • $175 Million
  • Q1 2025

Lindenwold Advisors has filed its 13F form on May 08, 2025 for Q1 2025 where it was disclosed a total value porftolio of $175 Million distributed in 108 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Vanguard Star Fd Vanguard Tota with a value of $18.9M, Ishares National Muni Bond ETF with a value of $9.92M, Apple Inc. with a value of $8.48M, Microsoft Corp with a value of $6.61M, and Ishares Tr with a value of $5.68M.

Examining the 13F form we can see an decrease of $7.41M in the current position value, from $183M to 175M.

Below you can find more details about Lindenwold Advisors portfolio as well as his latest detailed transactions.

Portfolio value $175 Million
ETFs: $55.9 Million
Technology: $30.8 Million
Industrials: $16.8 Million
Financial Services: $16.4 Million
Healthcare: $13.1 Million
Communication Services: $12 Million
Consumer Cyclical: $11.9 Million
Consumer Defensive: $7.23 Million
Other: $11.1 Million

Stock Holdings Table Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$3.39T
$8.48 Million 4.84% of portfolio
38,185
Q1 2025 Reduced 3.88%
$3.75T
$6.61 Million 3.77% of portfolio
17,617
Q1 2025 Reduced 8.36%
$283B
$4.43 Million 2.53% of portfolio
8,451
Q1 2025 Added 9.63%
$1.07T
$4.4 Million 2.51% of portfolio
28,483
Q1 2025 Reduced 2.02%
$406B
$3.86 Million 2.2% of portfolio
35,630
Q1 2025 Reduced 21.91%
$2.27T
$3.54 Million 2.02% of portfolio
18,628
Q1 2025 Reduced 10.13%
$106B
$3.52 Million 2.01% of portfolio
14,424
Q1 2025 Added 2.95%
$147B
$3.37 Million 1.93% of portfolio
11,925
Q1 2025 Reduced 0.23%
$585B
$3.36 Million 1.92% of portfolio
9,580
Q1 2025 Added 83.31%
$337B
$3.16 Million 1.8% of portfolio
15,098
Q1 2025 Reduced 2.04%
$145B
$2.9 Million 1.65% of portfolio
12,271
Q1 2025 Reduced 1.23%
$1.62T
$2.81 Million 1.61% of portfolio
4,884
Q1 2025 Reduced 14.57%
$831B
$2.83 Million 1.61% of portfolio
11,525
Q1 2025 Reduced 2.69%
$16.9B
$2.64 Million 1.5% of portfolio
7,819
Q1 2025 Reduced 0.15%
$373B
$2.54 Million 1.45% of portfolio
14,890
Q1 2025 Reduced 1.17%
$300B
$2.52 Million 1.44% of portfolio
15,056
Q1 2025 Reduced 2.39%
$289B
$2.07 Million 1.18% of portfolio
7,756
Q1 2025 Added 0.12%
$380B
$2.06 Million 1.17% of portfolio
5,616
Q1 2025 Reduced 2.74%
$30.4B
$1.95 Million 1.11% of portfolio
32,665
Q1 2025 Reduced 1.33%
$24.6B
$1.94 Million 1.1% of portfolio
19,283
Q1 2025 Reduced 0.1%
$19.2B
$1.93 Million 1.1% of portfolio
16,030
Q1 2025 Reduced 1.9%
$16.4B
$1.86 Million 1.06% of portfolio
30,187
Q1 2025 Added 1.18%
$185B
$1.84 Million 1.05% of portfolio
12,276
Q1 2025 Added 1.31%
$14.9B
$1.74 Million 0.99% of portfolio
9,751
Q1 2025 Reduced 2.73%
$131B
$1.72 Million 0.98% of portfolio
2,535
Q1 2025 Reduced 1.74%
$24.4B
$1.69 Million 0.96% of portfolio
4,614
Q1 2025 Added 36.47%
$42.5B
$1.66 Million 0.95% of portfolio
11,488
Q1 2025 Reduced 1.25%
$187B
$1.55 Million 0.89% of portfolio
4,972
Q1 2025 Reduced 1.64%
$88.6B
$1.55 Million 0.88% of portfolio
6,086
Q1 2025 Reduced 1.6%
$174B
$1.52 Million 0.87% of portfolio
3,963
Q1 2025 Added 29.21%
$121B
$1.46 Million 0.83% of portfolio
3,275
Q1 2025 Added 1.33%
$71.4B
$1.36 Million 0.78% of portfolio
10,619
Q1 2025 Reduced 0.69%
$284B
$1.35 Million 0.77% of portfolio
21,864
Q1 2025 Reduced 2.89%
$50.7B
$1.25 Million 0.72% of portfolio
4,193
Q1 2025 Reduced 0.38%
$212B
$1.23 Million 0.7% of portfolio
13,706
Q1 2025 Reduced 0.79%
$15.7B
$1.21 Million 0.69% of portfolio
2,386
Q1 2025 Reduced 2.09%
$157B
$1.07 Million 0.61% of portfolio
28,878
Q1 2025 Added 48.31%
$7.89B
$1.04 Million 0.59% of portfolio
6,610
Q1 2025 Reduced 1.06%
$22.6B
$983,000 0.56% of portfolio
26,307
Q1 2025 Added 86.5%
$17.2B
$897,000 0.51% of portfolio
5,879
Q1 2025 Reduced 24.71%
$18.6B
$869,000 0.5% of portfolio
2,741
Q1 2025 Reduced 1.62%
$32.8B
$804,000 0.46% of portfolio
8,821
Q1 2025 Added 76.38%
$7.79B
$661,000 0.38% of portfolio
10,629
Q1 2025 Reduced 1.67%
$11.6B
$608,000 0.35% of portfolio
3,850
Q1 2025 Reduced 1.94%
$15.1B
$614,000 0.35% of portfolio
6,846
Q1 2025 Reduced 2.23%
$9.53B
$613,000 0.35% of portfolio
14,366
Q1 2025 Added 39.23%
$11.6B
$595,000 0.34% of portfolio
15,177
Q1 2025 New
$9.98B
$581,000 0.33% of portfolio
1,907
Q1 2025 Reduced 2.41%
$14.7B
$545,000 0.31% of portfolio
4,713
Q1 2025 Reduced 2.06%

Summary

  • Portfolio
  • No. of Stocks 108
  • Current Value $175 Million
  • Prior Value $183 Million
  • Filing
  • Period Q1 2025
  • Filing Date May 08, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 11 stocks
  • Additional Purchases 18 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 78 stocks
Track This Portfolio

Track Lindenwold Advisors Portfolio

Follow Lindenwold Advisors and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Lindenwold Advisors, based on Form 13F filings with the SEC.

News

Stay updated on Lindenwold Advisors with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email