Lynch & Associates has filed its 13F form on January 10, 2025 for Q4 2024 where it was disclosed a total value porftolio of $456 Million distributed in 116 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Microsoft Corp with a value of $44.5M, Ishares Core S&P 500 ETF with a value of $19.7M, Walmart Inc. with a value of $18.7M, Ishares Core S&P Mid Cap ETF with a value of $18.4M, and Procter & Gamble CO with a value of $15M.
Examining the 13F form we can see an decrease of $11.7M in the current position value, from $467M to 456M.
Below you can find more details about Lynch & Associates portfolio as well as his latest detailed transactions.
Portfolio value
$456 Million
ETFs: $94 Million
Technology: $83.5 Million
Healthcare: $60.8 Million
Consumer Defensive: $55.4 Million
Industrials: $48.1 Million
Financial Services: $37.6 Million
Consumer Cyclical: $28 Million
Energy: $22.9 Million
Other: $24.5 Million
Stock Holdings Table Market Cap. of $200 Billions or more