HoldingsChannel.com
| Entity | Amount | Change
09/30/2023 to 12/31/2023 |
Position Size ($ in 1000's) |
|---|---|---|---|
 VANGUARD STAR FDS (VXUS) |
237,100 | -41,915 | $13,742 |
| VXUS | 237,100 | -41,915 | $13,742 |
| ISHARES TR (MUB) |
82,463 | +795 | $8,940 |
| MUB | 82,463 | +795 | $8,940 |
| APPLE INC |
42,036 | -258 | $8,093 |
| AAPL | 42,036 | -258 | $8,093 |
| MICROSOFT CORP |
20,557 | -535 | $7,730 |
| MSFT | 20,557 | -535 | $7,730 |
| CADENCE DESIGN SYSTEM INC |
19,774 | -134 | $5,386 |
| CDNS | 19,774 | -134 | $5,386 |
| PACER FDS TR |
105,957 | -582 | $5,089 |
| CALF | 105,957 | -582 | $5,089 |
| UNITEDHEALTH GROUP INC |
9,121 | -51 | $4,802 |
| UNH | 9,121 | -51 | $4,802 |
| SCHWAB STRATEGIC TR |
84,849 | +84,849 | $4,785 |
| SCHX | 84,849 | +84,849 | $4,785 |
| ISHARES TR (SUB) |
42,558 | -15,493 | $4,487 |
| SUB | 42,558 | -15,493 | $4,487 |
| ISHARES TR (MBB) |
47,131 | +530 | $4,434 |
| MBB | 47,131 | +530 | $4,434 |
| ALPHABET INC |
29,806 | -111 | $4,164 |
| GOOGL | 29,806 | -111 | $4,164 |
| AMERICAN CENTY ETF TR (KORP) |
80,421 | +1,623 | $3,742 |
| KORP | 80,421 | +1,623 | $3,742 |
| PIMCO ETF TR (CORP) |
36,073 | +917 | $3,508 |
| CORP | 36,073 | +917 | $3,508 |
| UNION PAC CORP |
13,021 | -99 | $3,198 |
| UNP | 13,021 | -99 | $3,198 |
| ACCENTURE PLC IRELAND |
8,748 | -39 | $3,070 |
| ACN | 8,748 | -39 | $3,070 |
| MARSH & MCLENNAN COS INC |
15,060 | -32 | $2,853 |
| MMC | 15,060 | -32 | $2,853 |
| ABBVIE INC |
16,088 | -52 | $2,493 |
| ABBV | 16,088 | -52 | $2,493 |
| LAM RESEARCH CORP |
3,169 | -14 | $2,482 |
| LRCX | 3,169 | -14 | $2,482 |
| SCHWAB STRATEGIC TR |
64,140 | +64,140 | $2,371 |
| SCHF | 64,140 | +64,140 | $2,371 |
| ULTA BEAUTY INC |
4,710 | -6 | $2,308 |
| ULTA | 4,710 | -6 | $2,308 |
| AMAZON COM INC |
15,123 | -6,639 | $2,298 |
| AMZN | 15,123 | -6,639 | $2,298 |
| BLACKROCK INC |
2,819 | -38 | $2,288 |
| BLK | 2,819 | -38 | $2,288 |
| PROCTER AND GAMBLE CO |
15,381 | -128 | $2,254 |
| PG | 15,381 | -128 | $2,254 |
| GENERAL MLS INC |
33,574 | -1,129 | $2,187 |
| GIS | 33,574 | -1,129 | $2,187 |
| PEPSICO INC |
12,810 | -35 | $2,176 |
| PEP | 12,810 | -35 | $2,176 |
| EXPEDITORS INTL WASH INC |
16,887 | -80 | $2,148 |
| EXPD | 16,887 | -80 | $2,148 |
| META PLATFORMS INC |
6,063 | -34 | $2,146 |
| META | 6,063 | -34 | $2,146 |
| AVERY DENNISON CORP |
10,405 | -67 | $2,103 |
| AVY | 10,405 | -67 | $2,103 |
| JPMORGAN CHASE & CO |
12,308 | -99 | $2,094 |
| JPM | 12,308 | -99 | $2,094 |
| PROGRESSIVE CORP |
12,978 | -121 | $2,067 |
| PGR | 12,978 | -121 | $2,067 |
| HOME DEPOT INC |
5,866 | -83 | $2,033 |
| HD | 5,866 | -83 | $2,033 |
| CHEVRON CORP NEW |
13,204 | -176 | $1,969 |
| CVX | 13,204 | -176 | $1,969 |
| SCHWAB STRATEGIC TR |
37,850 | +972 | $1,834 |
| SCHO | 37,850 | +972 | $1,834 |
| ADOBE INC |
3,067 | -1,213 | $1,830 |
| ADBE | 3,067 | -1,213 | $1,830 |
| HOLOGIC INC |
24,899 | -6,663 | $1,779 |
| HOLX | 24,899 | -6,663 | $1,779 |
| KLA CORP |
3,041 | -11 | $1,768 |
| KLAC | 3,041 | -11 | $1,768 |
| CISCO SYS INC |
33,914 | -456 | $1,713 |
| CSCO | 33,914 | -456 | $1,713 |
| ELECTRONIC ARTS INC |
12,150 | -92 | $1,662 |
| EA | 12,150 | -92 | $1,662 |
| MERCK & CO INC |
14,378 | -43 | $1,568 |
| MRK | 14,378 | -43 | $1,568 |
| SCHWAB STRATEGIC TR |
28,250 | +28,250 | $1,486 |
| SCMB | 28,250 | +28,250 | $1,486 |
| LOCKHEED MARTIN CORP |
3,253 | +7 | $1,474 |
| LMT | 3,253 | +7 | $1,474 |
| VISA INC |
5,574 | -10 | $1,451 |
| V | 5,574 | -10 | $1,451 |
| MCDONALDS CORP |
4,617 | -24 | $1,369 |
| MCD | 4,617 | -24 | $1,369 |
| SNAP ON INC |
4,663 | -22 | $1,347 |
| SNA | 4,663 | -22 | $1,347 |
| COMCAST CORP NEW |
29,805 | -1,357 | $1,307 |
| CMCSA | 29,805 | -1,357 | $1,307 |
| PUBLIC STORAGE |
4,241 | -184 | $1,294 |
| PSA | 4,241 | -184 | $1,294 |
| EOG RES INC |
10,413 | -4 | $1,259 |
| EOG | 10,413 | -4 | $1,259 |
| US BANCORP DEL |
27,628 | -3,284 | $1,196 |
| USB | 27,628 | -3,284 | $1,196 |
| TARGET CORP |
7,769 | -2,054 | $1,106 |
| TGT | 7,769 | -2,054 | $1,106 |
| TESLA INC |
4,413 | -73 | $1,097 |
| TSLA | 4,413 | -73 | $1,097 |
See Full List: All Stocks Held By Lindenwold Advisors INC
— Including:
• Biggest new positions
• Biggest exits
• Biggest increased positions
• Biggest decreased positions
See Details: Top 10 Stocks Held By Lindenwold Advisors INC
|
Size ($ in 1000's)
At 12/31/2023: $176,030 At 09/30/2023: $160,601 Combined Holding Report Includes:
Lindenwold Advisors INC holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from Lindenwold Advisors INC 13F filings. Link to 13F filings: SEC filings |
