Lindenwold Advisors, Inc Top Holdings and 13F Report (2024) → Gold Set to EXPLODE! (From Gold Safe Exchange) (Ad) About Lindenwold Advisors, IncInvestment ActivityLindenwold Advisors, Inc has $186.98 million in total holdings as of March 31, 2024.Lindenwold Advisors, Inc owns shares of 117 different stocks, but just 43 companies or ETFs make up 80% of its holdings.Approximately 11.36% of the portfolio was purchased this quarter.About 9.99% of the portfolio was sold this quarter.This quarter, Lindenwold Advisors, Inc has purchased 114 new stocks and bought additional shares in 43 stocks.Lindenwold Advisors, Inc sold shares of 49 stocks and completely divested from 11 stocks this quarter.Largest Holdings Vanguard Total International Stock ETF $15,955,199iShares National Muni Bond ETF $11,334,046Microsoft $8,215,399Apple $6,990,211iShares Short-Term National Muni Bond ETF $6,516,929 Largest New Holdings this Quarter NVIDIA $2,981,748 HoldingT-Mobile US $1,231,985 HoldingCarlisle Companies $538,010 HoldingApplied Industrial Technologies $491,899 HoldingSkechers U.S.A. $405,848 Holding Largest Purchases this Quarter NVIDIA 3,300 shares (about $2.98M)iShares National Muni Bond ETF 22,872 shares (about $2.46M)iShares Short-Term National Muni Bond ETF 19,668 shares (about $2.06M)Vanguard Total International Stock ETF 27,497 shares (about $1.66M)T-Mobile US 7,548 shares (about $1.23M) Largest Sales this Quarter Cadence Design Systems 9,404 shares (about $2.93M)Schwab International Equity ETF 37,670 shares (about $1.47M)Lam Research 905 shares (about $879.27K)Microsoft 1,030 shares (about $433.34K)KLA 346 shares (about $241.71K) 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$15,955,199$1,658,069 ▲11.6%264,5978.5%ETFMUBiShares National Muni Bond ETF$11,334,046$2,461,027 ▲27.7%105,3356.1%ETFMSFTMicrosoft$8,215,399$433,342 ▼-5.0%19,5274.4%Computer and TechnologyAAPLApple$6,990,211$218,123 ▼-3.0%40,7643.7%Computer and TechnologySUBiShares Short-Term National Muni Bond ETF$6,516,929$2,059,830 ▲46.2%62,2263.5%ETFCALFPacer US Small Cap Cash Cows 100 ETF$5,058,023$150,823 ▼-2.9%102,8892.7%ETFMBBiShares MBS ETF$4,789,482$433,635 ▲10.0%51,8232.6%ETFGOOGLAlphabet$4,443,379$55,240 ▼-1.2%29,4402.4%Computer and TechnologyUNHUnitedHealth Group$4,415,692$96,466 ▼-2.1%8,9262.4%MedicalKORPAmerican Century Diversified Corporate Bond ETF$4,130,721$408,837 ▲11.0%89,2552.2%ETFCORPPIMCO Investment Grade Corporate Bond Index Exchange-Traded Fund$3,847,667$382,855 ▲11.0%40,0592.1%ETFAMZNAmazon.com$3,806,379$1,078,492 ▲39.5%21,1022.0%Retail/WholesaleCDNSCadence Design Systems$3,227,974$2,927,277 ▼-47.6%10,3701.7%Computer and TechnologyUNPUnion Pacific$3,163,889$38,365 ▼-1.2%12,8651.7%TransportationMMCMarsh & McLennan Companies$3,065,806$36,252 ▼-1.2%14,8841.6%FinanceACNAccenture$2,988,125$44,019 ▼-1.5%8,6211.6%Business ServicesNVDANVIDIA$2,981,748$2,981,748 ▲New Holding3,3001.6%Computer and TechnologyMETAMeta Platforms$2,879,004$65,068 ▼-2.2%5,9291.5%Computer and TechnologyABBVAbbVie$2,874,813$54,812 ▼-1.9%15,7871.5%MedicalPGRProgressive$2,640,678$43,432 ▼-1.6%12,7681.4%FinancePGProcter & Gamble$2,485,183$10,384 ▼-0.4%15,3171.3%Consumer StaplesULTAUlta Beauty$2,460,673$2,092 ▼-0.1%4,7061.3%Retail/WholesaleJPMJPMorgan Chase & Co.$2,425,138$40,058 ▼-1.6%12,1081.3%FinanceHOLXHologic$2,411,303$470,177 ▲24.2%30,9301.3%MedicalCVXChevron$2,390,392$307,593 ▲14.8%15,1541.3%Oils/EnergyGISGeneral Mills$2,379,260$30,087 ▲1.3%34,0041.3%Consumer StaplesBLKBlackRock$2,331,859$18,341 ▼-0.8%2,7971.2%FinanceAVYAvery Dennison$2,285,857$37,060 ▼-1.6%10,2391.2%Industrial ProductsHDHome Depot$2,237,539$12,659 ▼-0.6%5,8331.2%Retail/WholesalePEPPepsiCo$2,219,127$22,751 ▼-1.0%12,6801.2%Consumer StaplesLRCXLam Research$2,199,634$879,271 ▼-28.6%2,2641.2%Computer and TechnologyMCDMcDonald's$2,142,820$841,057 ▲64.6%7,6001.1%Retail/WholesaleADBEAdobe$2,068,355$520,747 ▲33.6%4,0991.1%Computer and TechnologyEXPDExpeditors International of Washington$2,026,937$26,016 ▼-1.3%16,6731.1%TransportationKLACKLA$1,882,646$241,705 ▼-11.4%2,6951.0%Computer and TechnologySCHOSchwab Short-Term U.S. Treasury ETF$1,871,946$47,198 ▲2.6%38,8291.0%ETFMRKMerck & Co., Inc.$1,870,180$27,051 ▼-1.4%14,1731.0%MedicalCSCOCisco Systems$1,687,457$5,191 ▼-0.3%33,8100.9%Computer and TechnologyTGTTarget$1,660,103$283,359 ▲20.6%9,3680.9%Retail/WholesaleEAElectronic Arts$1,589,652$22,289 ▼-1.4%11,9820.9%Consumer DiscretionaryVVisa$1,506,195$49,397 ▼-3.2%5,3970.8%Business ServicesLMTLockheed Martin$1,493,338$13,646 ▲0.9%3,2830.8%AerospaceSNASnap-on$1,368,240$13,034 ▼-0.9%4,6190.7%Consumer DiscretionaryCMCSAComcast$1,329,328$37,281 ▲2.9%30,6650.7%Consumer DiscretionaryEOGEOG Resources$1,324,550$6,648 ▼-0.5%10,3610.7%Oils/EnergyUSBU.S. Bancorp$1,318,024$83,053 ▲6.7%29,4860.7%FinancePSAPublic Storage$1,261,471$31,326 ▲2.5%4,3490.7%FinanceDVNDevon Energy$1,260,572$875,491 ▲227.4%25,1210.7%Oils/EnergyTMUST-Mobile US$1,231,985$1,231,985 ▲New Holding7,5480.7%Computer and TechnologyWSOWatsco$1,098,932$864 ▼-0.1%2,5440.6%ConstructionSCHFSchwab International Equity ETF$1,032,859$1,469,883 ▼-58.7%26,4700.6%ETFBIIBBiogen$974,648$353,633 ▲56.9%4,5200.5%MedicalMEDPMedpace$826,891$2,829 ▼-0.3%2,0460.4%MedicalBROBrown & Brown$787,772$7,091 ▼-0.9%8,9990.4%FinanceTSLATesla$779,804$4,043 ▲0.5%4,4360.4%Auto/Tires/TrucksCWCurtiss-Wright$745,297$5,119 ▼-0.7%2,9120.4%AerospaceCVLTCommvault Systems$715,284$3,144 ▼-0.4%7,0520.4%Computer and TechnologyWSMWilliams-Sonoma$668,718$6,986 ▼-1.0%2,1060.4%Retail/WholesaleSFMSprouts Farmers Market$666,336$4,514 ▲0.7%10,3340.4%Retail/WholesaleRPMRPM International$598,081$4,758 ▼-0.8%5,0280.3%ConstructionEWBCEast West Bancorp$576,554$5,933 ▲1.0%7,2880.3%FinanceCBSHCommerce Bancshares$568,814$22,663 ▲4.1%10,6920.3%FinanceCSLCarlisle Companies$538,010$538,010 ▲New Holding1,3730.3%Multi-Sector ConglomeratesOCOwens Corning$526,921$2,168 ▼-0.4%3,1590.3%ConstructionAMRAlpha Metallurgical Resources$510,333$14,571 ▲2.9%1,5410.3%Basic MaterialsFDSFactSet Research Systems$510,280$3,635 ▼-0.7%1,1230.3%Business ServicesAITApplied Industrial Technologies$491,899$491,899 ▲New Holding2,4900.3%Industrial ProductsPFEPfizer$463,231$216,089 ▲87.4%16,6930.2%MedicalCWSTCasella Waste Systems$461,822$19,280 ▲4.4%4,6710.2%Industrial ProductsGNTXGentex$452,367$3,829 ▲0.9%12,5240.2%Auto/Tires/TrucksMUSAMurphy USA$448,963$156,781 ▲53.7%1,0710.2%Oils/EnergyCHRDChord Energy$438,649$5,169 ▲1.2%2,4610.2%Oils/EnergyMTDRMatador Resources$436,609$118,316 ▲37.2%6,5390.2%Oils/EnergySSDSimpson Manufacturing$432,3140.0%2,1070.2%ConstructionWLKWestlake$431,813$306 ▲0.1%2,8260.2%Basic MaterialsTTCToro$419,849$2,291 ▲0.5%4,5820.2%Consumer DiscretionaryDSGXThe Descartes Systems Group$418,6580.0%4,5740.2%Computer and TechnologyCRUSCirrus Logic$417,908$1,666 ▼-0.4%4,5150.2%Computer and TechnologyARWArrow Electronics$408,835$2,848 ▼-0.7%3,1580.2%Computer and TechnologySKXSkechers U.S.A.$405,848$405,848 ▲New Holding6,6250.2%Consumer DiscretionaryTTEKTetra Tech$405,808$1,478 ▼-0.4%2,1970.2%Industrial ProductsASGNASGN$405,735$4,400 ▲1.1%3,8730.2%Computer and TechnologyAAONAAON$390,988$113,649 ▼-22.5%4,4380.2%ConstructionMURMurphy Oil$377,482$155,700 ▲70.2%8,2600.2%Oils/EnergyETNEaton$359,5820.0%1,1500.2%Industrial ProductsCRICarter's$359,297$359,297 ▲New Holding4,2430.2%Consumer DiscretionarySCHCSchwab International Small-Cap Equity ETF$357,463$188,487 ▼-34.5%9,9850.2%ETFNOVTNovanta$330,1410.0%1,8890.2%Computer and TechnologySPSCSPS Commerce$329,307$40,678 ▼-11.0%1,7810.2%Business ServicesALTRAltair Engineering$327,2840.0%3,7990.2%ConstructionLSCCLattice Semiconductor$325,437$2,112 ▼-0.6%4,1600.2%Computer and TechnologyEXPOExponent$324,227$26,047 ▲8.7%3,9210.2%Business ServicesSTVNStevanato Group$324,210$324,210 ▲New Holding10,1000.2%MedicalFSVFirstService$321,155$1,658 ▲0.5%1,9370.2%FinanceROADConstruction Partners$319,999$51,939 ▼-14.0%5,6990.2%ConstructionSIGISelective Insurance Group$318,121$764 ▲0.2%2,9140.2%FinanceOPCHOption Care Health$312,492$7,245 ▲2.4%9,3170.2%MedicalPIIPolaris$305,566$305,566 ▲New Holding3,0520.2%Auto/Tires/TrucksSEICSEI Investments$298,097$2,876 ▼-1.0%4,1460.2%FinanceSITESiteOne Landscape Supply$288,7060.0%1,6540.2%Industrial ProductsShowing 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. 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