Lindenwold Advisors Portfolio Holdings
Lindenwold Advisors
- $198 Million
- Q3 2024
Lindenwold Advisors has filed its 13F form on November 07, 2024 for Q3 2024 where it was disclosed a total value porftolio of $198 Million distributed in 115 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 $18.5M, Ishares National Muni Bond ETF with a value of $12.3M, Apple Inc. with a value of $9.61M, Microsoft Corp with a value of $8.39M, and Ishares Short Term National Mu with a value of $6.31M.
Examining the 13F form we can see an increase of $11.1M in the current position value, from $187M to 198M.
Below you can find more details about Lindenwold Advisors portfolio as well as his latest detailed transactions.
Portfolio value
$198 Million
ETFs: $58.4 Million
Technology: $38.8 Million
Industrials: $19.9 Million
Financial Services: $16.3 Million
Healthcare: $15.4 Million
Consumer Cyclical: $14.3 Million
Communication Services: $12.9 Million
Consumer Defensive: $9.94 Million
Other: $12.3 Million
Stock Holdings Table Market Cap. of Under $50 Millions
| Stock | Market Cap. | Holding Value (Reported) | # of Shares. | Last Trade | Trade History |
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