Lynch & Associates Reduced Holdings in Q4 2024

Lynch & Associates

  • $456 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
JNJ
Johnson & Johnson

Healthcare
-1.39K
- 1.53%
$143.34 - $165.86 $199K - $230K
89.4K $12.9M
DOW
Dow Inc.

Basic Materials
-11.7K
- 14.98%
$39.1 - $55.34 $457K - $647K
66.3K $2.66M
LMT
Lockheed Martin Corp

Industrials
-17
- 0.11%
$479.66 - $614.62 $8.15K - $10.4K
15.9K $7.73M
MRK
Merck & Co., Inc.

Healthcare
-2.11K
- 2.27%
$96.31 - $114.76 $203K - $242K
90.6K $9.01M
ABBV
Abb Vie Inc.

Healthcare
-17
- 0.02%
$164.99 - $203.87 $2.8K - $3.47K
73.5K $13.1M
XOM
Exxon Mobil Corp

Energy
-1.62K
- 1.33%
$105.51 - $125.37 $171K - $203K
120K $13M
MSFT
Microsoft Corp

Technology
-590
- 0.56%
$406.35 - $454.46 $240K - $268K
106K $44.5M
KO
Coca Cola CO

Consumer Defensive
-191
- 0.19%
$61.74 - $71.71 $11.8K - $13.7K
101K $6.3M
LLY
Eli Lilly & CO

Healthcare
-1
- 0.01%
$727.2 - $932.06 $727 - $932
7.62K $5.88M
CVS
Cvs Health Corp

Healthcare
-6.09K
- 23.51%
$43.78 - $67.46 $267K - $411K
19.8K $889K
LOW
Lowes Companies Inc

Consumer Cyclical
-68
- 0.27%
$244.52 - $284.07 $16.6K - $19.3K
25K $6.16M
PG
Procter & Gamble CO

Consumer Defensive
-665
- 0.74%
$161.05 - $179.7 $107K - $120K
89.5K $15M
IVV
Ishares Core S&P 500 ETF

ETFs
-1.53K
- 4.37%
$570.51 - $610.59 $873K - $934K
33.5K $19.7M
GIS
General Mills Inc

Consumer Defensive
-1.06K
- 2.93%
$62.78 - $74.62 $66.5K - $79.1K
35.1K $2.24M
CL
Colgate Palmolive CO

Consumer Defensive
-781
- 2.92%
$90.22 - $102.31 $70.5K - $79.9K
25.9K $2.36M
AMGN
Amgen Inc

Healthcare
-171
- 3.21%
$258.78 - $328.31 $44.3K - $56.1K
5.15K $1.34M
CI
Cigna Corp

Healthcare
-159
- 3.53%
$265.59 - $358.58 $42.2K - $57K
4.35K $1.2M
DFS
Discover Financial Services

Financial Services
-7.57K
- 26.14%
$136.3 - $182.67 $1.03M - $1.38M
21.4K $3.7M
PFE
Pfizer Inc

Healthcare
-3.81K
- 4.07%
$24.8 - $30.19 $94.5K - $115K
89.7K $2.38M
ADBE
Adobe Inc.

Technology
-416
- 21.88%
$437.39 - $552.96 $182K - $230K
1.49K $660K
IJH
Ishares Core S&P Mid Cap ETF

ETFs
-4.39K
- 1.47%
$61.68 - $67.87 $271K - $298K
295K $18.4M
DUK
Duke Energy Corp

Utilities
-222
- 0.7%
$105.76 - $120.76 $23.5K - $26.8K
31.4K $3.38M
VZ
Verizon Communications Inc

Communication Services
-977
- 2.84%
$39.6 - $45.21 $38.7K - $44.2K
33.4K $1.34M
KMB
Kimberly Clark Corp

Consumer Defensive
-90
- 0.55%
$130.37 - $146.09 $11.7K - $13.1K
16.3K $2.13M
SYY
Sysco Corp

Consumer Defensive
-715
- 1.15%
$73.63 - $81.77 $52.6K - $58.5K
61.5K $4.7M
SYK
Stryker Corp

Healthcare
-238
- 1.29%
$345.14 - $392.15 $82.1K - $93.3K
18.1K $6.53M
FIDU
Fidelity Covington Tr Msci Ind

ETFs
-774
- 3.15%
$70.31 - $77.39 $54.4K - $59.9K
23.8K $1.67M
FMAT
Fidelity Covington Tr Msci Mat

ETFs
-104
- 1.08%
$47.92 - $55.17 $4.98K - $5.74K
9.5K $457K
TTE
Total Energies Se

Energy
-905
- 2.77%
N/A
31.8K $2.18M
ABT
Abbott Laboratories

Healthcare
-8
- 0.01%
$111.93 - $119.39 $895 - $955
56.8K $6.43M
FUTY
Fidelity Covington Tr Msci Uti

ETFs
-179
- 1.36%
$48.17 - $53.38 $8.62K - $9.56K
13K $632K
CSX
Csx Corp

Industrials
-663
- 5.68%
$31.58 - $36.88 $20.9K - $24.5K
11K $355K
FSTA
Fidelity Covington Tr Msci Con

ETFs
-50
- 0.19%
$49.28 - $52.29 $2.46K - $2.61K
26.6K $1.32M
NECB
North East Community Bancorp, Inc.

Financial Services
-750
- 6.82%
$24.13 - $31.11 $18.1K - $23.3K
10.3K $250K
FREL
Fidelity Covington Tr Msci Rea

ETFs
-192
- 1.67%
$26.61 - $29.85 $5.11K - $5.73K
11.3K $305K
XLI
Industrial Sector Spdr

ETFs
-75
- 1.15%
$131.76 - $143.99 $9.88K - $10.8K
6.45K $849K
HBAN
Huntington Bancshares Inc

Financial Services
-3.5K
- 17.72%
$14.18 - $18.2 $49.6K - $63.7K
16.3K $264K
ITOT
Ishares Core S&P Total U.S. St

ETFs
-1.52K
- 2.67%
$124.26 - $134.12 $189K - $203K
55.4K $7.12M
IVE
Ishares S&P 500 Value ETF

ETFs
-14
- 0.42%
$189.5 - $206.17 $2.65K - $2.89K
3.34K $637K
LNT
Alliant Energy Corp

Utilities
-50
- 0.75%
$56.24 - $63.63 $2.81K - $3.18K
6.63K $392K
RF
Regions Financial Corp

Financial Services
-20
- 0.12%
$22.45 - $27.47 $449 - $549
16.5K $388K
SPY
Spdr S&P 500 ETF Trust

ETFs
-8
- 1.43%
$567.81 - $607.81 $4.54K - $4.86K
553 $324K
KEY
Keycorp

Financial Services
-225
- 1.11%
$16.21 - $19.97 $3.65K - $4.49K
20K $342K
WFC
Wells Fargo & Company

Financial Services
-647
- 8.92%
$54.98 - $77.35 $35.6K - $50K
6.61K $464K
FCOM
Fidelity Covington Tr Msci Com

ETFs
-383
- 1.56%
$54.65 - $61.96 $20.9K - $23.7K
24.2K $1.42M
TJX
Tjx Companies Inc

Consumer Cyclical
-151
- 0.4%
$112.15 - $127.2 $16.9K - $19.2K
38K $4.59M
FDIS
Fidelity Covington Tr Msci Con

ETFs
-554
- 3.01%
$85.33 - $104.24 $47.3K - $57.7K
17.9K $1.74M
TSLA
Tesla, Inc.

Consumer Cyclical
-197
- 12.81%
$213.65 - $479.86 $42.1K - $94.5K
1.34K $541K
FNCL
Fidelity Covington Tr Msci Fin

ETFs
-324
- 0.94%
$63.19 - $73.31 $20.5K - $23.8K
34.3K $2.35M
Activity Summary
Buys All Purchases 41 New Holdings 2 Increased Positions 39 Sells All Sells 59 Reductions 59 Sold out 0 Options Calls 0 Puts 0
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