Lynch & Associates Incresed Positions in Q1 2025

Lynch & Associates

  • $455 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
64
+ 0.49%
$442.66 - $534.52 $28.3K - $34.2K
13K $6.94M
PM
Philip Morris International Inc.

Consumer Defensive
27
+ 0.16%
$117.15 - $158.79 $3.16K - $4.29K
16.5K $2.61M
CGDV
Capital Group Divid Value ETF

ETFs
17.1K
+ 111.6%
$34.95 - $37.36 $599K - $640K
32.5K $1.16M
RTX
Raytheon Technologies Corp

Industrials
315
+ 0.94%
$114.1 - $135.66 $35.9K - $42.7K
33.7K $4.46M
META
Meta Platforms, Inc.

Communication Services
983
+ 53.6%
$576.36 - $736.67 $567K - $724K
2.82K $1.62M
MMM
3 M CO

Industrials
318
+ 1.24%
$129.7 - $155.12 $41.2K - $49.3K
26K $3.82M
CVS
Cvs Health Corp

Healthcare
75
+ 0.38%
$44.22 - $68.64 $3.32K - $5.15K
19.9K $1.35M
BMY
Bristol Myers Squibb CO

Healthcare
6.37K
+ 82.92%
$53.9 - $63.11 $343K - $402K
14K $856K
VXUS
Vanguard Star Fd Vanguard Tota

ETFs
2.66K
+ 7.48%
$58.01 - $64.46 $154K - $172K
38.2K $2.39M
V
Visa Inc.

Financial Services
70
+ 0.9%
$306.92 - $362.71 $21.5K - $25.4K
7.84K $2.75M
SCHD
Schwab Strategic Tr Us Dividen

ETFs
8.42K
+ 5.93%
$27.01 - $28.54 $227K - $240K
150K $4.15M
RDVY
First Trust Rising Dividend Ac

ETFs
4.37K
+ 40.24%
$57.22 - $63.39 $250K - $277K
15.2K $891K
CI
Cigna Corp

Healthcare
30
+ 0.69%
$274.49 - $329.0 $8.23K - $9.87K
4.38K $1.44M
CGGR
Capital Group Growth ETF Shs C

ETFs
8.43K
+ 48.21%
$33.98 - $39.84 $286K - $336K
25.9K $887K
FTCS
First Trust Capital Strength E

ETFs
1.53K
+ 25.03%
$86.39 - $91.35 $132K - $140K
7.63K $684K
UNP
Union Pacific Corp

Industrials
309
+ 3.88%
$225.21 - $254.42 $69.6K - $78.6K
8.27K $1.95M
MDT
Medtronic PLC

Healthcare
455
+ 4.91%
$79.84 - $94.5 $36.3K - $43K
9.71K $872K
FENY
Fidelity Covington Tr Msci Ene

ETFs
809
+ 1.54%
$23.24 - $26.16 $18.8K - $21.2K
53.2K $1.36M
GE
General Electric CO

Industrials
26
+ 0.83%
$168.59 - $212.13 $4.38K - $5.52K
3.17K $634K
FHLC
Fidelity Covington Tr Msci Hea

ETFs
44
+ 0.13%
$65.44 - $70.64 $2.88K - $3.11K
32.7K $2.23M
SHW
Sherwin Williams CO

Basic Materials
118
+ 2.17%
$330.16 - $365.55 $39K - $43.1K
5.56K $1.94M
FSTA
Fidelity Covington Tr Msci Con

ETFs
1.23K
+ 4.63%
$48.3 - $52.85 $59.5K - $65.1K
27.8K $1.4M
BA
Boeing CO

Industrials
1.15K
+ 6.36%
$148.15 - $186.25 $170K - $214K
19.2K $3.27M
FUTY
Fidelity Covington Tr Msci Uti

ETFs
369
+ 2.84%
$48.13 - $51.78 $17.8K - $19.1K
13.3K $679K
SPYV
Spdr Portfolio S&P 500 Value E

ETFs
2.06K
+ 1.42%
$49.78 - $53.19 $103K - $110K
148K $7.48M
HD
Home Depot, Inc.

Consumer Cyclical
461
+ 7.44%
$347.25 - $424.87 $160K - $196K
6.65K $2.44M
FREL
Fidelity Covington Tr Msci Rea

ETFs
835
+ 7.38%
$25.98 - $28.59 $21.7K - $23.9K
12.1K $333K
VTI
Vanguard Total Stock Market Et

ETFs
155
+ 10.82%
$271.18 - $303.12 $42K - $47K
1.59K $434K
FMAT
Fidelity Covington Tr Msci Mat

ETFs
336
+ 3.54%
$47.6 - $51.91 $16K - $17.4K
9.84K $475K
Fidelity Enhanced Mid Cap ETF
23.9K
+ 137.92%
N/A
41.3K $0
DFAS
Dimensional ETF Tr U S Small C

ETFs
349
+ 7.09%
$58.81 - $68.2 $20.5K - $23.8K
5.27K $314K
FIDU
Fidelity Covington Tr Msci Ind

ETFs
358
+ 1.51%
$67.43 - $75.54 $24.1K - $27K
24.1K $1.65M
FCOM
Fidelity Covington Tr Msci Com

ETFs
222
+ 0.92%
$55.97 - $64.13 $12.4K - $14.2K
24.4K $1.37M
FDIS
Fidelity Covington Tr Msci Con

ETFs
317
+ 1.77%
$82.77 - $101.84 $26.2K - $32.3K
18.2K $1.54M
ITOT
Ishares Core S&P Total U.S. St

ETFs
1.29K
+ 2.34%
$120.29 - $134.6 $156K - $174K
56.6K $6.91M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
3.1K
+ 5.95%
$102.49 - $119.96 $318K - $372K
55.1K $5.77M
LOW
Lowes Companies Inc

Consumer Cyclical
285
+ 1.14%
$222.66 - $268.42 $63.5K - $76.5K
25.3K $5.89M
USB
Us Bancorp \De\

Financial Services
1.67K
+ 2.47%
$40.92 - $50.9 $68.1K - $84.7K
68.9K $2.91M
HON
Honeywell International Inc

Industrials
329
+ 1.21%
$202.75 - $226.52 $66.7K - $74.5K
27.5K $5.83M
DIS
Walt Disney CO

Communication Services
312
+ 0.98%
$96.87 - $114.0 $30.2K - $35.6K
32.2K $3.18M
FTEC
Fidelity Covington Tr Msci Inf

ETFs
831
+ 3.66%
$161.27 - $192.3 $134K - $160K
23.6K $3.8M
AMZN
Amazon Com Inc

Consumer Cyclical
221
+ 1.04%
$190.26 - $242.06 $42K - $53.5K
21.4K $4.07M
IVV
Ishares Core S&P 500 ETF

ETFs
433
+ 1.29%
$554.06 - $615.85 $240K - $267K
33.9K $19.1M
GOOGL
Alphabet Inc.

Communication Services
800
+ 2.56%
$154.33 - $206.19 $123K - $165K
32.1K $4.96M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
3.49K
+ 1.18%
$57.21 - $65.8 $200K - $230K
299K $17.4M
Activity Summary
Buys All Purchases 49 New Holdings 3 Increased Positions 46 Sells All Sells 51 Reductions 51 Sold out 0 Options Calls 0 Puts 0
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