Lynch & Associates Incresed Positions in Q3 2025

Lynch & Associates

  • $508 Million
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
AAPL
Apple Inc.

Technology
338
+ 0.72%
$202.38 - $256.87 $68.4K - $86.8K
47.3K $12.1M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
2.9K
+ 0.95%
$62.09 - $66.51 $180K - $193K
307K $20.1M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
2.01K
+ 3.63%
$108.46 - $120.63 $218K - $242K
57.4K $6.82M
LOW
Lowes Companies Inc

Consumer Cyclical
62
+ 0.25%
$215.01 - $273.02 $13.3K - $16.9K
25.3K $6.36M
RTX
Raytheon Technologies Corp

Industrials
35
+ 0.1%
$144.19 - $167.33 $5.05K - $5.86K
33.9K $5.66M
SPYV
Spdr Portfolio S&P 500 Value E

ETFs
4.41K
+ 2.93%
$52.12 - $55.33 $230K - $244K
155K $8.57M
CVX
Chevron Corp

Energy
81
+ 0.16%
$145.57 - $161.83 $11.8K - $13.1K
52.1K $8.09M
MRK
Merck & Co., Inc.

Healthcare
1.19K
+ 1.33%
$77.6 - $87.37 $92.3K - $104K
90.4K $7.58M
HD
Home Depot, Inc.

Consumer Cyclical
508
+ 7.45%
$357.4 - $423.42 $182K - $215K
7.33K $2.97M
NEE
Nextera Energy Inc

Utilities
460
+ 0.77%
$69.77 - $77.54 $32.1K - $35.7K
60.1K $4.53M
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
2.76K
+ 6.93%
$68.24 - $73.73 $188K - $203K
42.5K $3.12M
SCHD
Schwab Strategic Tr Us Dividen

ETFs
8.97K
+ 5.76%
$26.38 - $27.95 $237K - $251K
165K $4.49M
ORCL
Oracle Corp

Technology
794
+ 36.24%
$218.96 - $328.33 $174K - $261K
2.99K $839K
AVGO
Broadcom Inc.

Technology
424
+ 12.34%
$264.74 - $369.57 $112K - $157K
3.86K $1.27M
CVS
Cvs Health Corp

Healthcare
1.94K
+ 8.46%
$58.75 - $76.5 $114K - $148K
24.8K $1.87M
USB
Us Bancorp \De\

Financial Services
1.54K
+ 2.21%
$43.94 - $50.41 $67.8K - $77.8K
71.4K $3.45M
META
Meta Platforms, Inc.

Communication Services
356
+ 10.73%
$695.21 - $791.73 $247K - $282K
3.67K $2.7M
FDIS
Fidelity Covington Tr Msci Con

ETFs
821
+ 4.5%
$93.41 - $104.11 $76.7K - $85.5K
19.1K $1.96M
COF
Capital One Financial Corp

Financial Services
1.11K
+ 5.04%
$207.29 - $229.74 $231K - $255K
23.2K $4.93M
FIDU
Fidelity Covington Tr Msci Ind

ETFs
1.34K
+ 5.27%
$77.92 - $81.94 $104K - $110K
26.7K $2.19M
RDVY
First Trust Rising Dividend Ac

ETFs
1.83K
+ 11.09%
$62.38 - $67.29 $114K - $123K
18.3K $1.23M
CGDV
Capital Group Divid Value ETF

ETFs
2.36K
+ 6.45%
$39.59 - $42.21 $93.6K - $99.7K
39K $1.64M
CGGR
Capital Group Growth ETF Shs C

ETFs
1.81K
+ 5.8%
$40.2 - $44.58 $72.7K - $80.6K
33K $1.45M
MDT
Medtronic PLC

Healthcare
1.06K
+ 10.85%
$87.67 - $95.74 $92.9K - $101K
10.8K $1.03M
FHLC
Fidelity Covington Tr Msci Hea

ETFs
943
+ 2.8%
$61.56 - $66.95 $58.1K - $63.1K
34.6K $2.32M
CGUS
Capital Group Core Equity ETF
1.92K
+ 5.93%
$36.89 - $39.72 $70.8K - $76.2K
34.3K $1.36M
BA
Boeing CO

Industrials
131
+ 0.66%
$209.79 - $237.38 $27.5K - $31.1K
20K $4.31M
FNCL
Fidelity Covington Tr Msci Fin

ETFs
904
+ 2.6%
$72.91 - $77.23 $65.9K - $69.8K
35.7K $2.73M
FENY
Fidelity Covington Tr Msci Ene

ETFs
3.01K
+ 5.53%
$23.27 - $25.46 $70.1K - $76.7K
57.5K $1.42M
FTCS
First Trust Capital Strength E

ETFs
887
+ 9.2%
$89.72 - $93.74 $79.6K - $83.1K
10.5K $985K
FUTY
Fidelity Covington Tr Msci Uti

ETFs
947
+ 6.96%
$52.31 - $56.47 $49.5K - $53.5K
14.6K $821K
SHW
Sherwin Williams CO

Basic Materials
243
+ 4.3%
$330.88 - $375.23 $80.4K - $91.2K
5.9K $2.04M
VZ
Verizon Communications Inc

Communication Services
1.19K
+ 3.51%
$40.84 - $45.06 $48.4K - $53.4K
34.9K $1.54M
DFAS
Dimensional ETF Tr U S Small C

ETFs
571
+ 10.12%
$63.41 - $69.69 $36.2K - $39.8K
6.22K $425K
FMAT
Fidelity Covington Tr Msci Mat

ETFs
582
+ 5.66%
$49.48 - $53.78 $28.8K - $31.3K
10.9K $569K
VTI
Vanguard Total Stock Market Et

ETFs
1
+ 0.07%
$303.93 - $329.86 $304 - $330
1.44K $472K
FSTA
Fidelity Covington Tr Msci Con

ETFs
1.3K
+ 4.65%
$49.57 - $52.57 $64.4K - $68.3K
29.3K $1.46M
CB
Chubb LTD

Financial Services
100
+ 14.45%
$265.99 - $289.59 $26.6K - $29K
792 $223K
AMGN
Amgen Inc

Healthcare
17
+ 0.33%
$271.18 - $309.22 $4.61K - $5.26K
5.21K $1.47M
FREL
Fidelity Covington Tr Msci Rea

ETFs
100
+ 0.84%
$26.84 - $28.32 $2.68K - $2.83K
12.1K $335K
Fidelity Enhanced Internationa
4.46K
+ 14.33%
N/A
35.6K $0
Fidelity Enhanced Mid Cap ETF
6.46K
+ 12.41%
N/A
58.5K $0
Fidelity Enhanced Small Cap Et
740
+ 4.77%
N/A
16.2K $0
WM
Waste Management Inc

Industrials
6
+ 0.19%
$213.88 - $237.1 $1.28K - $1.42K
3.09K $681K
CSCO
Cisco Systems, Inc.

Technology
414
+ 0.28%
$66.2 - $71.79 $27.4K - $29.7K
150K $10.3M
SYK
Stryker Corp

Healthcare
219
+ 1.23%
$368.57 - $403.53 $80.7K - $88.4K
18.1K $6.69M
Activity Summary
Buys All Purchases 50 New Holdings 3 Increased Positions 47 Sells All Sells 58 Reductions 58 Sold out 0 Options Calls 0 Puts 0
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