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