Lindenwold Advisors, Inc Top Holdings and 13F Report (2025) About Lindenwold Advisors, IncInvestment ActivityLindenwold Advisors, Inc has $179.59 million in total holdings as of March 31, 2025.Lindenwold Advisors, Inc owns shares of 108 different stocks, but just 39 companies or ETFs make up 80% of its holdings.Approximately 7.49% of the portfolio was purchased this quarter.About 9.83% of the portfolio was sold this quarter.This quarter, Lindenwold Advisors, Inc has purchased 111 new stocks and bought additional shares in 18 stocks.Lindenwold Advisors, Inc sold shares of 78 stocks and completely divested from 14 stocks this quarter.Largest Holdings Vanguard Total International Stock ETF $18,933,917iShares National Muni Bond ETF $9,924,540Apple $8,482,034Microsoft $6,613,246iShares MBS ETF $5,677,910 Largest New Holdings this Quarter 025072877 - Avantis U.S. Small Cap Value ETF $4,202,640 Holding25434V815 - Dimensional US Small Cap Value ETF $719,430 Holding680223104 - Old Republic International $595,242 Holding68404L201 - Option Care Health $308,469 Holding626717102 - Murphy Oil $274,429 Holding Largest Purchases this Quarter Avantis U.S. Small Cap Value ETF 48,212 shares (about $4.20M)Visa 4,354 shares (about $1.53M)Vanguard Total International Stock ETF 17,198 shares (about $1.07M)Dimensional US Small Cap Value ETF 25,557 shares (about $719.43K)Old Republic International 15,177 shares (about $595.24K) Largest Sales this Quarter NVIDIA 9,998 shares (about $1.08M)Microsoft 1,607 shares (about $603.25K)Meta Platforms 833 shares (about $480.11K)iShares Short-Term National Muni Bond ETF 4,026 shares (about $425.15K)Amazon.com 2,100 shares (about $399.55K) Sector Allocation Over TimeMap of 500 Largest Holdings ofLindenwold Advisors, Inc Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorVXUSVanguard Total International Stock ETF$18,933,917$1,067,996 ▲6.0%304,89410.5%ETFMUBiShares National Muni Bond ETF$9,924,540$101,855 ▲1.0%94,1255.5%ETFAAPLApple$8,482,034$342,080 ▼-3.9%38,1854.7%Computer and TechnologyMSFTMicrosoft$6,613,246$603,252 ▼-8.4%17,6173.7%Computer and TechnologyMBBiShares MBS ETF$5,677,910$313,694 ▲5.8%60,5453.2%ETFKORPAmerican Century Diversified Corporate Bond ETF$5,447,781$272,494 ▼-4.8%116,5553.0%ETFCORPPIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund$4,933,625$329,308 ▲7.2%50,9832.7%ETFSUBiShares Short-Term National Muni Bond ETF$4,697,933$425,146 ▼-8.3%44,4882.6%ETFUNHUnitedHealth Group$4,426,211$388,622 ▲9.6%8,4512.5%MedicalGOOGLAlphabet$4,404,611$90,619 ▼-2.0%28,4832.5%Computer and TechnologyAVUVAvantis U.S. Small Cap Value ETF$4,202,640$4,202,640 ▲New Holding48,2122.3%ETFNVDANVIDIA$3,861,579$1,083,583 ▼-21.9%35,6302.2%Computer and TechnologyAMZNAmazon.com$3,544,163$399,546 ▼-10.1%18,6282.0%Retail/WholesaleMMCMarsh & McLennan Companies$3,519,889$100,784 ▲2.9%14,4242.0%FinancePGRProgressive$3,374,894$7,641 ▼-0.2%11,9251.9%FinanceVVisa$3,357,407$1,525,903 ▲83.3%9,5801.9%Business ServicesABBVAbbVie$3,163,333$65,789 ▼-2.0%15,0981.8%MedicalUNPUnion Pacific$2,898,901$36,145 ▼-1.2%12,2711.6%TransportationJPMJPMorgan Chase & Co.$2,826,967$78,248 ▼-2.7%11,5251.6%FinanceMETAMeta Platforms$2,814,942$480,108 ▼-14.6%4,8841.6%Computer and TechnologySNASnap-on$2,635,081$4,044 ▼-0.2%7,8191.5%Consumer DiscretionaryPGProcter & Gamble$2,537,554$30,164 ▼-1.2%14,8901.4%Consumer StaplesCVXChevron$2,518,718$61,730 ▼-2.4%15,0561.4%EnergyBLACKROCK INC$2,516,690$45,431 ▼-1.8%2,6591.4%COMMCDMcDonald's$2,350,584$8,122 ▼-0.3%7,5251.3%Retail/WholesaleTMUST-Mobile US$2,068,603$2,400 ▲0.1%7,7561.2%Computer and TechnologyHDHome Depot$2,058,208$57,905 ▼-2.7%5,6161.1%Retail/WholesaleGISGeneral Mills$1,953,040$26,367 ▼-1.3%32,6651.1%Consumer StaplesAEEAmeren$1,936,013$1,908 ▼-0.1%19,2831.1%UtilitiesEXPDExpeditors International of Washington$1,927,608$37,278 ▼-1.9%16,0301.1%TransportationHOLXHologic$1,864,651$21,743 ▲1.2%30,1871.0%MedicalPEPPepsiCo$1,840,663$23,840 ▲1.3%12,2761.0%Consumer StaplesAVYAvery Dennison$1,735,385$48,764 ▼-2.7%9,7511.0%IndustrialsKLACKLA$1,723,293$30,591 ▼-1.7%2,5351.0%Computer and TechnologyULTAUlta Beauty$1,691,216$451,944 ▲36.5%4,6140.9%Retail/WholesaleEAElectronic Arts$1,660,246$20,955 ▼-1.2%11,4880.9%Consumer DiscretionaryLAM RESEARCH CORP$1,556,725$29,007 ▼-1.8%21,4130.9%COM NEWACNAccenture$1,551,463$25,899 ▼-1.6%4,9720.9%Computer and TechnologyCDNSCadence Design Systems$1,547,852$25,179 ▼-1.6%6,0860.9%Computer and TechnologyADBEAdobe$1,519,929$343,643 ▲29.2%3,9630.8%Computer and TechnologyLMTLockheed Martin$1,462,975$19,209 ▲1.3%3,2750.8%AerospaceEOGEOG Resources$1,361,781$9,490 ▼-0.7%10,6190.8%EnergyCSCOCisco Systems$1,349,227$40,111 ▼-2.9%21,8640.8%Computer and TechnologyPSAPublic Storage$1,254,923$4,789 ▼-0.4%4,1930.7%FinanceMRKMerck & Co., Inc.$1,230,286$9,784 ▼-0.8%13,7060.7%MedicalWSOWatsco$1,212,804$25,923 ▼-2.1%2,3860.7%ConstructionSCHOSchwab Short-Term U.S. Treasury ETF$1,118,009$179,580 ▼-13.8%45,9330.6%ETFCMCSAComcast$1,065,598$347,081 ▲48.3%28,8780.6%Consumer DiscretionaryCVLTCommvault Systems$1,042,794$11,201 ▼-1.1%6,6100.6%Computer and TechnologyDVNDevon Energy$983,882$456,317 ▲86.5%26,3070.5%EnergySFMSprouts Farmers Market$897,371$294,443 ▼-24.7%5,8790.5%Retail/WholesaleCWCurtiss-Wright$869,637$14,277 ▼-1.6%2,7410.5%AerospaceDELLDell Technologies$804,034$348,193 ▲76.4%8,8210.4%Computer and TechnologyDFSVDimensional US Small Cap Value ETF$719,430$719,430 ▲New Holding25,5570.4%ETFCBSHCommerce Bancshares$661,443$11,264 ▼-1.7%10,6290.4%FinanceEWBCEast West Bancorp$614,497$14,003 ▼-2.2%6,8460.3%FinanceCUBECubeSmart$613,572$172,890 ▲39.2%14,3660.3%FinanceWSMWilliams-Sonoma$608,685$12,016 ▼-1.9%3,8500.3%Retail/WholesaleORIOld Republic International$595,242$595,242 ▲New Holding15,1770.3%FinanceMEDPMedpace$581,044$14,320 ▼-2.4%1,9070.3%MedicalRPMRPM International$545,200$11,452 ▼-2.1%4,7130.3%ConstructionAITApplied Industrial Technologies$536,760$11,042 ▼-2.0%2,3820.3%IndustrialsHALOHalozyme Therapeutics$508,566$189,516 ▲59.4%7,9700.3%MedicalMUSAMurphy USA$486,253$8,926 ▼-1.8%1,0350.3%Retail/WholesaleFDSFactSet Research Systems$475,099$7,729 ▼-1.6%1,0450.3%Business ServicesCSLCarlisle Companies$448,439$7,491 ▼-1.6%1,3170.2%Multi-Sector ConglomeratesOCOwens Corning$427,889$8,855 ▼-2.0%2,9960.2%ConstructionCRUSCirrus Logic$419,448$9,567 ▼-2.2%4,2090.2%Computer and TechnologyMTGMGIC Investment$388,600$7,880 ▼-2.0%15,6820.2%FinanceEMEEMCOR Group$374,066$5,544 ▼-1.5%1,0120.2%ConstructionSKXSkechers U.S.A.$359,304$5,678 ▼-1.6%6,3280.2%Consumer DiscretionaryCWSTCasella Waste Systems$352,149$134,370 ▼-27.6%3,1580.2%Business ServicesDSGXThe Descartes Systems Group$331,932$121,500 ▼-26.8%3,2920.2%Computer and TechnologyMTDRMatador Resources$318,955$7,357 ▼-2.3%6,2430.2%EnergyTTCToro$317,627$5,966 ▼-1.8%4,3660.2%Consumer DiscretionaryFFINFirst Financial Bankshares$308,804$6,286 ▼-2.0%8,5970.2%FinanceOPCHOption Care Health$308,469$308,469 ▲New Holding8,8260.2%MedicalHRBH&R Block$308,045$75,501 ▼-19.7%5,6100.2%Consumer DiscretionaryARWArrow Electronics$307,025$6,022 ▼-1.9%2,9570.2%Computer and TechnologySEICSEI Investments$303,378$4,891 ▼-1.6%3,9080.2%FinanceTTEKTetra Tech$302,855$6,786 ▼-2.2%10,3540.2%IndustrialsWTRGEssential Utilities$296,317$5,099 ▼-1.7%7,4960.2%UtilitiesROADConstruction Partners$292,080$49,950 ▼-14.6%4,0640.2%ConstructionMMSIMerit Medical Systems$283,409$49,155 ▼-14.8%2,6810.2%MedicalRBCRBC Bearings$276,722$51,483 ▼-15.7%8600.2%IndustrialsGNTXGentex$275,779$5,336 ▼-1.9%11,8360.2%Auto/Tires/TrucksMURMurphy Oil$274,429$274,429 ▲New Holding9,6630.2%EnergyFSVFirstService$272,158$43,977 ▼-13.9%1,6400.2%FinanceEXPOExponent$270,011$34,856 ▼-11.4%3,3310.2%Business ServicesCHRDChord Energy$258,467$258,467 ▲New Holding2,2930.1%EnergyLNTHLantheus$249,173$249,173 ▲New Holding2,5530.1%MedicalESEESCO Technologies$241,226$39,780 ▼-14.2%1,5160.1%IndustrialsNBIXNeurocrine Biosciences$238,896$238,896 ▲New Holding2,1600.1%MedicalBCPCBalchem$237,048$39,840 ▼-14.4%1,4280.1%Basic MaterialsASGNASGN$229,393$3,466 ▼-1.5%3,6400.1%Computer and TechnologyTXRHTexas Roadhouse$221,951$221,951 ▲New Holding1,3320.1%Retail/WholesaleVSMVVictoryShares US Multi-Factor Minimum Volatility ETF$221,616$42,231 ▼-16.0%4,5760.1%ETFCWANClearwater Analytics$216,544$37,922 ▼-14.9%8,0800.1%Computer and TechnologySSDSimpson Manufacturing$214,100$69,115 ▼-24.4%1,3630.1%ConstructionAAONAAON$211,732$35,549 ▼-14.4%2,7100.1%ConstructionShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. Real-time analyst ratings, insider transactions, earnings data, and more. Our daily ratings and market update email newsletter. Sign in to your free account to enjoy all that MarketBeat has to offer. Sign In Create Account Your Email Address: Email Address Required Your Password: Password Required Log In or Sign in with Facebook Sign in with Google Forgot your password? Your Email Address: Please enter your email address. Please enter a valid email address Choose a Password: Please enter your password. Your password must be at least 8 characters long and contain at least 1 number, 1 letter, and 1 special character. Create My Account (Free) or Sign in with Facebook Sign in with Google By creating a free account, you agree to our terms of service. This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.
