LYNCH & ASSOCIATES/IN Q1 2025 Filing
Filed April 17, 2025
Portfolio Value
$462.3M
Holdings
118
Report Date
Q1 2025
Filing Type
13F-HR
All Holdings (118 positions)
| Stock | Value |
|---|---|
MSFTMICROSOFT CORP | $39.2M |
IVVISHARES CORE S&P 500 INDEX | $19.1M |
WMTWAL-MART STORES INC | $17.8M |
IJHISHARES CORE S&P MIDCAP 400 IN | $17.4M |
ABBVABBVIE INC | $15.2M |
PGPROCTER & GAMBLE CO | $15.1M |
JNJJOHNSON & JOHNSON | $14.8M |
XOMEXXON MOBIL CORP | $14.3M |
JPMJ P MORGAN CHASE & CO | $13.8M |
IBMINTL BUS MACHINES CORP | $11.8M |
MCDMCDONALDS CORP | $10.4M |
AAPLAPPLE INC | $10.4M |
CSCOCISCO SYSTEMS INC | $9.2M |
CVXCHEVRON CORP | $8.8M |
EMREMERSON ELEC CO | $8.4M |
MRKMERCK & CO INC | $8.1M |
SPYVSPDR PORTFOLIO S&P 500 VALUE E | $7.5M |
ABTABBOTT LABORATORIES | $7.4M |
KOCOCA-COLA CO | $7.2M |
LMTLOCKHEED MARTIN CORP | $7.0M |
BRK/BBERKSHIRE HATHAWAY INC CL B | $6.9M |
ITOTISHARES CORE S&P TOTAL US STOC | $6.9M |
SYKSTRYKER CORP | $6.7M |
LLYELI LILLY & CO | $6.3M |
UPSUNITED PARCEL SERVICE INC | $6.0M |
BACBANK OF AMERICA CORP | $6.0M |
LOWLOWES COMPANIES INC | $5.9M |
HONHONEYWELL INTL INC | $5.8M |
IJRISHARES S&P SMALLCAP 600 INDEX | $5.8M |
GOOGLALPHABET INC (GOOGLE) | $5.0M |
TXNTEXAS INSTRUMENTS INC | $4.9M |
TJXTJX COMPANIES INC | $4.5M |
SYYSYSCO CORP | $4.5M |
RTXRTX CORPORATION | $4.5M |
NEENEXTERA ENERGY INC | $4.2M |
SCHDSCHWAB STRATEGIC TR US DIVIDEN | $4.2M |
AMZNAMAZON COM | $4.1M |
ITWILLINOIS TOOL WORKS INC | $4.0M |
FSFGFIRST SVGS FINL GROUP INC | $3.9M |
MMM3M COMPANY | $3.8M |
FTECFIDELITY MCSI INFORMATION TECH | $3.8M |
DUKDUKE ENERGY CORP | $3.8M |
DFSEURDISCOVER FINL SVCS | $3.6M |
BABOEING CO | $3.3M |
DISWALT DISNEY CO | $3.2M |
USBU S BANCORP | $2.9M |
VVISA INC COM | $2.7M |
4I1PHILIP MORRIS INTERNATIONAL IN | $2.6M |
HDHOME DEPOT INC | $2.4M |
CLCOLGATE-PALMOLIVE CO | $2.4M |
VXUSVANGUARD TOTAL INTL STOCK INDE | $2.4M |
FNCLFIDELITY MSCI FINANCIALS INDEX | $2.3M |
PFEPFIZER INC | $2.3M |
FHLCFIDELITY MSCI HEALTHCARE INDEX | $2.2M |
KMBKIMBERLY-CLARK CORP | $2.2M |
XLKTECHNOLOGY SELECT SECTOR SPDR | $2.1M |
TTENTOTALENERGIES SE | $2.0M |
DOWDOW INC | $2.0M |
GISGENERAL MILLS INC | $2.0M |
UNPUNION PACIFIC CORP | $2.0M |
SHWSHERWIN-WILLIAMS CORP | $1.9M |
MOALTRIA GROUP INC | $1.8M |
FIDUFIDELITY MSCI INDUSTRIALS INDE | $1.7M |
METAMETA PLATFORMS INC | $1.6M |
AMGNAMGEN INC | $1.6M |
FDISFIDELITY MSCI CONSUMER DISCRET | $1.5M |
BACVERIZON COMMUNICATIONS INC | $1.5M |
CICIGNA CORP | $1.4M |
FSTAFIDELITY MSCI CONSUMER STAPLES | $1.4M |
FCOMFIDELITY MSCI TELECOMMUNICATIO | $1.4M |
FENYFIDELITY MCSI ENERGY INDEX | $1.4M |
CVSCVS CAREMARK CORP | $1.3M |
FMDEFIDELITY ENHANCED MID CAP ETF | $1.3M |
CGDGCAPITAL GROUP DIVIDEND VALUE E | $1.2M |
NBBKNB BANCORP | $1.1M |
CGUSCAPITAL GROUP CORE EQUITY ETF | $983K |
MDYSPDR S&P MID CAP 400 ETF | $928K |
RDVYFIRST TRUST EXCHANGE-TRADED FD | $891K |
CGGRCAPITAL GROUP GROWTH ETF | $887K |
MDTMEDTRONIC PLC | $872K |
BMYBRISTOL-MYERS SQUIBB CO | $856K |
XLIINDUSTRIAL SELECT SECTOR SPDR | $835K |
XLFFINANCIAL SELECT SECTOR SPDR | $800K |
FENIFIDELITY ENHANCED INTERNATIONA | $730K |
NVDANVIDIA CORPORATION | $685K |
FTCSFIRST TRUST EXCHANGE-TRADED FD | $684K |
FUTYFIDELITY MSCI UTILITIES INDEX | $679K |
IVEISHARES S&P 500 VALUE INDEX | $636K |
GEGE AEROSPACE | $634K |
EBCEASTERN BANKSHARES | $574K |
XLYCONSUMER DISCRETIONARY SELECT | $555K |
XLVHEALTH CARE SELECT SECTOR SPDR | $546K |
IWMISHARES RUSSELL 2000 INDEX | $518K |
FMATFIDELITY MCSI MATERIALS INDEX | $475K |
WFCWELLS FARGO & CO | $473K |
SPSMSPDR PORTFOLIO S&P 600 SMALL C | $453K |
INTCINTEL CORP | $443K |
FESMFIDELITY ENHANCED SMALL CAP ET | $442K |
ADBEADOBE SYS INC | $438K |
VTIVANGUARD TOTAL STOCK MARKET IN | $436K |
Page 1 of 2Next