Lynch & Associates Purchases in Q2 2025

Lynch & Associates

  • $488 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
COF
Capital One Financial Corp

Financial Services
22.1K
New
$150.57 - $212.76 $3.32M - $4.69M
22.1K $4.69M
IVV
Ishares Core S&P 500 ETF

ETFs
493
+ 1.45%
$498.8 - $620.9 $246K - $306K
34.4K $21.4M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
5.64K
+ 1.89%
$51.16 - $62.02 $289K - $350K
304K $18.9M
CSCO
Cisco Systems, Inc.

Technology
860
+ 0.58%
$53.19 - $69.38 $45.7K - $59.7K
150K $10.4M
FTEC
Fidelity Covington Tr Msci Inf

ETFs
960
+ 4.08%
$139.8 - $197.22 $134K - $189K
24.5K $4.84M
AVGO
Broadcom Inc.

Technology
3.44K
New
$146.29 - $275.65 $503K - $947K
3.44K $947K
BA
Boeing CO

Industrials
667
+ 3.48%
$136.59 - $217.51 $91.1K - $145K
19.8K $4.16M
BAC
Bank Of America Corp

Financial Services
1.35K
+ 0.94%
$34.39 - $47.46 $46.3K - $63.8K
145K $6.85M
AMZN
Amazon Com Inc

Consumer Cyclical
1.1K
+ 5.15%
$167.32 - $223.3 $185K - $246K
22.5K $4.94M
META
Meta Platforms, Inc.

Communication Services
500
+ 17.75%
$484.66 - $738.09 $242K - $369K
3.32K $2.45M
CTAS
Cintas Corp

Industrials
3.5K
New
$190.11 - $227.66 $665K - $796K
3.5K $779K
WM
Waste Management Inc

Industrials
3.08K
New
$216.47 - $242.1 $667K - $746K
3.08K $704K
ABT
Abbott Laboratories

Healthcare
3.16K
+ 5.68%
$123.95 - $138.08 $392K - $437K
58.8K $8M
HON
Honeywell International Inc

Industrials
150
+ 0.55%
$182.86 - $232.88 $27.4K - $34.9K
27.7K $6.44M
GIB
Cgi Inc

Technology
5.69K
New
$96.47 - $109.59 $549K - $623K
5.69K $596K
NVDA
Nvidia Corp

Technology
1.44K
+ 22.68%
$94.31 - $157.99 $135K - $227K
7.76K $1.23M
ORCL
Oracle Corp

Technology
2.19K
New
$122.82 - $218.63 $269K - $479K
2.19K $479K
RTX
Raytheon Technologies Corp

Industrials
147
+ 0.44%
$113.75 - $148.48 $16.7K - $21.8K
33.8K $4.94M
LLY
Eli Lilly & CO

Healthcare
971
+ 12.79%
$713.71 - $898.95 $693K - $873K
8.56K $6.68M
SPYV
Spdr Portfolio S&P 500 Value E

ETFs
2.86K
+ 1.94%
$45.11 - $52.34 $129K - $150K
151K $7.88M
CGGR
Capital Group Growth ETF Shs C

ETFs
5.31K
+ 20.51%
$30.53 - $40.65 $162K - $216K
31.2K $1.27M
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
1.54K
+ 4.02%
$55.54 - $69.09 $85.4K - $106K
39.8K $2.75M
FIDU
Fidelity Covington Tr Msci Ind

ETFs
1.26K
+ 5.2%
$60.99 - $77.53 $76.5K - $97.3K
25.4K $1.97M
CGDV
Capital Group Divid Value ETF

ETFs
4.18K
+ 12.87%
$31.93 - $39.49 $133K - $165K
36.7K $1.45M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
257
+ 0.47%
$90.56 - $109.49 $23.3K - $28.1K
55.4K $6.06M
FCOM
Fidelity Covington Tr Msci Com

ETFs
911
+ 3.74%
$50.44 - $64.81 $46K - $59K
25.3K $1.64M
FNCL
Fidelity Covington Tr Msci Fin

ETFs
1.2K
+ 3.58%
$61.08 - $74.04 $73.5K - $89.1K
34.8K $2.58M
USB
Us Bancorp \De\

Financial Services
899
+ 1.3%
$36.4 - $45.76 $32.7K - $41.1K
69.8K $3.16M
CVS
Cvs Health Corp

Healthcare
3K
+ 15.07%
$60.04 - $70.18 $180K - $210K
22.9K $1.58M
CGUS
Capital Group Core Equity ETF
2.91K
+ 9.89%
$29.93 - $36.93 $87.2K - $108K
32.4K $1.2M
APH
Amphenol Corp

Technology
2.15K
New
$59.09 - $98.75 $127K - $212K
2.15K $212K
CB
Chubb LTD

Financial Services
692
New
$274.32 - $302.46 $190K - $209K
692 $200K
MMM
3 M CO

Industrials
344
+ 1.32%
$126.09 - $154.15 $43.4K - $53K
26.4K $4.02M
FTCS
First Trust Capital Strength E

ETFs
2K
+ 26.25%
$81.6 - $92.39 $164K - $185K
9.64K $875K
FDIS
Fidelity Covington Tr Msci Con

ETFs
81
+ 0.45%
$75.33 - $94.56 $6.1K - $7.66K
18.3K $1.72M
SPY
Spdr S&P 500 ETF Trust

ETFs
193
+ 34.9%
$496.48 - $617.85 $95.8K - $119K
746 $460K
RDVY
First Trust Rising Dividend Ac

ETFs
1.23K
+ 8.05%
$51.6 - $62.74 $63.3K - $76.9K
16.5K $1.03M
V
Visa Inc.

Financial Services
220
+ 2.81%
$308.27 - $373.31 $67.8K - $82.1K
8.06K $2.86M
TSLA
Tesla, Inc.

Consumer Cyclical
42
+ 3.14%
$221.86 - $362.89 $9.32K - $15.2K
1.38K $437K
WFC
Wells Fargo & Company

Financial Services
135
+ 2.05%
$60.98 - $80.12 $8.23K - $10.8K
6.73K $539K
XLY
Select Sector Spdr Consumer Di

ETFs
23
+ 0.82%
$176.34 - $218.59 $4.06K - $5.03K
2.83K $615K
HD
Home Depot, Inc.

Consumer Cyclical
164
+ 2.46%
$335.24 - $380.78 $55K - $62.4K
6.82K $2.5M
DFAS
Dimensional ETF Tr U S Small C

ETFs
374
+ 7.1%
$52.31 - $63.72 $19.6K - $23.8K
5.65K $359K
FMAT
Fidelity Covington Tr Msci Mat

ETFs
439
+ 4.46%
$42.02 - $50.36 $18.4K - $22.1K
10.3K $512K
FUTY
Fidelity Covington Tr Msci Uti

ETFs
262
+ 1.96%
$47.29 - $53.34 $12.4K - $14K
13.6K $715K
FSTA
Fidelity Covington Tr Msci Con

ETFs
136
+ 0.49%
$47.94 - $52.5 $6.52K - $7.14K
28K $1.43M
COST
Costco Wholesale Corp

Consumer Defensive
3
+ 0.83%
$908.13 - $1056.85 $2.72K - $3.17K
363 $359K
MO
Altria Group, Inc.

Consumer Defensive
871
+ 2.89%
$55.56 - $60.91 $48.4K - $53.1K
31K $1.82M
Fidelity Enhanced Small Cap Et
507
+ 3.38%
N/A
15.5K $0
Activity Summary
Buys All Purchases 70 New Holdings 10 Increased Positions 60 Sells All Sells 39 Reductions 39 Sold out 0 Options Calls 0 Puts 0
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