The Analysis of Lindenwold Advisors, INC's Holdings
Currently, Lindenwold Advisors, INC holds 110 types of securities in its portfolio with a total value $211.6M. In the most recent quarter, they have increased their positions in ZTS (+16.7K shares, valued at $2.4M), NVDA (+11.9K shares, valued at $2.2M), N/A (+5.3K shares, valued at $1.7M); decreased their positions in AAPL (-7.9K shares, valued at $2.0M), UNH (-3.4K shares, valued at $1.2M), MSFT (-2.2K shares, valued at $1.2M); initiated new positions in ZTS (+16.7K shares, valued at $2.4M), N/A (+5.3K shares, valued at $1.7M), PWRD (+5.8K shares, valued at $562.3K). Stock Holdings
TickerCompany NameSharesShares âŗ%Event DateReport DateHistory
VXUS VANGUARD STAR FDS334.6K shares6.31%2025-09-302025-12-16
MUB ISHARES TR105.5K shares8.62%2025-09-302025-12-16 NVDA NVIDIA CORPORATION47.8K shares33.01%2025-09-302025-12-16 MSFT MICROSOFT CORP15.7K shares-12.49%2025-09-302025-12-16 AAPL APPLE INC31.0K shares-20.37%2025-09-302025-12-16 ALPHABET INC ALPHABET INC29.1K shares-0.12%2025-09-302025-12-16 MBB ISHARES TR70.9K shares4.55%2025-09-302025-12-16 KORP AMERICAN CENTY ETF TR137.7K shares4.77%2025-09-302025-12-16 CORP PIMCO ETF TR60.1K shares4.72%2025-09-302025-12-16 SUB ISHARES TR46.8K shares7.21%2025-09-302025-12-16 AVUV AMERICAN CENTY ETF TR48.6K shares1.62%2025-09-302025-12-16 AMZN AMAZON COM INC18.9K shares-0.32%2025-09-302025-12-16 JPM JPMORGAN CHASE & CO.11.9K shares0.57%2025-09-302025-12-16 META META PLATFORMS INC5.0K shares0.59%2025-09-302025-12-16 ABBV ABBVIE INC15.6K shares0.96%2025-09-302025-12-16 V VISA INC10.1K shares-0.01%2025-09-302025-12-16 PGR PROGRESSIVE CORP12.3K shares0.91%2025-09-302025-12-16 MMC MARSH & MCLENNAN COS INC15.0K shares0.42%2025-09-302025-12-16 UNP UNION PAC CORP12.6K shares0.75%2025-09-302025-12-16 SNA SNAP ON INC8.0K shares-0.07%2025-09-302025-12-16 ULTA ULTA BEAUTY INC4.8K shares0.95%2025-09-302025-12-16 ZTS ZOETIS INC16.7K sharesnew addition2025-09-302025-12-16 MCD MCDONALDS CORP7.8K shares0.98%2025-09-302025-12-16 PG PROCTER AND GAMBLE CO15.4K shares0.92%2025-09-302025-12-16 EA ELECTRONIC ARTS INC11.7K shares0.64%2025-09-302025-12-16 HD HOME DEPOT INC5.7K shares0.95%2025-09-302025-12-16 RMD RESMED INC8.4K shares1.92%2025-09-302025-12-16 DFSV DIMENSIONAL ETF TRUST70.5K shares51.73%2025-09-302025-12-16 CDNS CADENCE DESIGN SYSTEM INC6.2K shares0.69%2025-09-302025-12-16 ADBE ADOBE INC6.1K shares0.20%2025-09-302025-12-16 KLAC KLA CORP2.0K shares-24.41%2025-09-302025-12-16 AEE AMEREN CORP19.8K shares1.11%2025-09-302025-12-16 EXPD EXPEDITORS INTL WASH INC16.5K shares0.84%2025-09-302025-12-16 TMUS T-MOBILE US INC8.0K shares1.19%2025-09-302025-12-16 PEP PEPSICO INC13.1K shares0.85%2025-09-302025-12-16 UNH UNITEDHEALTH GROUP INC5.3K shares-39.59%2025-09-302025-12-16 VSDM VANGUARD MUN BD FDS23.1K shares202.62%2025-09-302025-12-16 BROADCOM INC BROADCOM INC5.3K sharesnew addition2025-09-302025-12-16 LMT LOCKHEED MARTIN CORP3.4K shares1.14%2025-09-302025-12-16 GIS GENERAL MLS INC33.3K shares-0.36%2025-09-302025-12-16 CVX CHEVRON CORP NEW10.1K shares-8.59%2025-09-302025-12-16 CSCO CISCO SYS INC22.0K shares0.57%2025-09-302025-12-16 SHW SHERWIN WILLIAMS CO3.9K shares2.08%2025-09-302025-12-16 DELL DELL TECHNOLOGIES INC9.2K shares0.96%2025-09-302025-12-16 PSA PUBLIC STORAGE OPER CO4.3K shares0.87%2025-09-302025-12-16 EOG EOG RES INC10.9K shares0.86%2025-09-302025-12-16 NFLX NETFLIX INC1.0K shares0.20%2025-09-302025-12-16 CW CURTISS WRIGHT CORP2.1K shares-24.20%2025-09-302025-12-16 SCHO SCHWAB STRATEGIC TR42.2K shares-0.09%2025-09-302025-12-16 DVN DEVON ENERGY CORP NEW27.1K shares1.17%2025-09-302025-12-16 CMCSA COMCAST CORP NEW29.9K shares0.64%2025-09-302025-12-16 CVLT COMMVAULT SYS INC4.7K shares-29.11%2025-09-302025-12-16 WSO WATSCO INC2.1K shares-11.72%2025-09-302025-12-16 CUBE CUBESMART20.7K shares41.88%2025-09-302025-12-16 MEDP MEDPACE HLDGS INC1.5K shares-21.73%2025-09-302025-12-16 EWBC EAST WEST BANCORP INC6.9K shares0.94%2025-09-302025-12-16 WTRG ESSENTIAL UTILS INC17.4K shares133.25%2025-09-302025-12-16 EME EMCOR GROUP INC1.0K shares1.09%2025-09-302025-12-16 ORI OLD REP INTL CORP15.6K shares2.32%2025-09-302025-12-16 CBSH COMMERCE BANCSHARES INC11.0K shares2.38%2025-09-302025-12-16 TXRH TEXAS ROADHOUSE INC3.9K shares112.32%2025-09-302025-12-16 AIT APPLIED INDL TECHNOLOGIES IN2.4K shares0.97%2025-09-302025-12-16 HALO HALOZYME THERAPEUTICS INC8.2K shares2.51%2025-09-302025-12-16 PWRD TCW ETF TRUST5.8K sharesnew addition2025-09-302025-12-16 RPM RPM INTL INC4.8K shares0.91%2025-09-302025-12-16 ENFR ALPS ETF TR16.8K sharesnew addition2025-09-302025-12-16 CRUS CIRRUS LOGIC INC4.2K shares0.93%2025-09-302025-12-16 SFM SPROUTS FMRS MKT INC4.5K shares-10.82%2025-09-302025-12-16 MTG MGIC INVT CORP WIS15.8K shares0.93%2025-09-302025-12-16 CSL CARLISLE COS INC1.3K shares1.14%2025-09-302025-12-16 OC OWENS CORNING NEW3.0K shares0.97%2025-09-302025-12-16 NUKZ EXCHANGE TRADED CONCEPTS TRU6.6K sharesnew addition2025-09-302025-12-16 MUSA MURPHY USA INC1.0K shares1.06%2025-09-302025-12-16 ATR APTARGROUP INC2.9K shares1.12%2025-09-302025-12-16 VSMV VICTORY PORTFOLIOS II6.8K shares29.21%2025-09-302025-12-16 BDC BELDEN INC3.0K sharesnew addition2025-09-302025-12-16 BLD TOPBUILD CORP896 sharesnew addition2025-09-302025-12-16 GNTX GENTEX CORP11.9K shares0.98%2025-09-302025-12-16 TTC TORO CO4.4K shares0.90%2025-09-302025-12-16 SEIC SEI INVTS CO3.9K shares0.98%2025-09-302025-12-16 ALPS ETF TR ALPS ETF TR7.0K sharesnew addition2025-09-302025-12-16 DTCR GLOBAL X FDS15.4K sharesnew addition2025-09-302025-12-16 NBIX NEUROCRINE BIOSCIENCES INC2.2K shares1.13%2025-09-302025-12-16 USFD US FOODS HLDG CORP4.1K shares1.04%2025-09-302025-12-16 PEGA PEGASYSTEMS INC5.4K shares1.00%2025-09-302025-12-16 FDS FACTSET RESH SYS INC1.0K shares0.87%2025-09-302025-12-16 FFIN FIRST FINL BANKSHARES INC8.6K shares0.97%2025-09-302025-12-16 CWST CASELLA WASTE SYS INC3.0K shares2.71%2025-09-302025-12-16 ROAD CONSTRUCTION PARTNERS INC2.3K shares-27.86%2025-09-302025-12-16 MTDR MATADOR RES CO6.3K shares1.01%2025-09-302025-12-16 MUR MURPHY OIL CORP9.9K shares2.52%2025-09-302025-12-16 DSGX DESCARTES SYS GROUP INC2.9K shares-8.37%2025-09-302025-12-16 HRB BLOCK H & R INC5.4K shares0.65%2025-09-302025-12-16 RBC RBC BEARINGS INC665 shares-8.90%2025-09-302025-12-16 ESE ESCO TECHNOLOGIES INC1.2K shares-18.03%2025-09-302025-12-16 OPCH OPTION CARE HEALTH INC8.9K shares1.00%2025-09-302025-12-16 AMR ALPHA METALLURGICAL RESOUR I1.5K sharesnew addition2025-09-302025-12-16 FSV FIRSTSERVICE CORP NEW1.3K shares-21.88%2025-09-302025-12-16 CHRD CHORD ENERGY CORPORATION2.3K shares1.05%2025-09-302025-12-16 STVN STEVANATO GROUP S P A8.8K shares-6.50%2025-09-302025-12-16 MZTI MARZETTI COMPANY1.3K sharesnew addition2025-09-302025-12-16 AAON AAON INC2.4K sharesnew addition2025-09-302025-12-16 BCPC BALCHEM CORP1.4K shares0.29%2025-09-302025-12-16 TBIL RBB FD INC4.1K shares0.00%2025-09-302025-12-16 EXPO EXPONENT INC2.9K shares-7.56%2025-09-302025-12-16 CCC CCC INTELLIGENT SOLUTIONS HL15.4K shares-8.84%2025-09-302025-12-16 Call Option Holdings
No call option holdings data available
Put Option Holdings
No put option holdings data available