Equal-WT
WhaleScore 2.0
?
Lynch & Associates is based out of Newburgh. Lynch & Associates is a large advisory firm with 625 clients and discretionary assets under management (AUM) of $530,672,168 (Form ADV from 2023-03-03). Their last reported 13F filing for Q4 2023 included $411,458,481 in managed 13F securities
and a top 10 holdings concentration of 38.68%. Lynch & Associates's largest holding is Microsoft Corp. with shares held of 110,955. Whalewisdom has at least 101 13F filings
2023-12-31
Top Buys (13F)
Name | % Change |
---|---|
SCHD Schwab U.S. Dividend | 0.21% |
AMGN Amgen, Inc. | 0.18% |
IBM International Busine | 0.17% |
AMZN Amazon.com Inc. | 0.15% |
MCD McDonalds Corp. | 0.13% |
2023-12-31
Top Sells (13F)
Name | % Change |
---|---|
XOM ExxonMobil Corp. (St | 0.88% |
PFE Pfizer, Inc. | 0.49% |
CVX Chevron Corp. (Stand | 0.45% |
JNJ Johnson & Johnson Co | 0.32% |
CSCO Cisco Systems, Inc. | 0.31% |
2023-12-31
13F Holdings Summary
Name | $ Change |
---|---|
MSFT Microsoft Corp. | 10.14% |
IVV iShares Core S&P 500 | 4.1% |
IJH iShares Core S&P Mid | 3.96% |
JNJ Johnson & Johnson Co | 3.53% |
PG Procter & Gamble Co. | 3.28% |
2023-12-31
13F Activity
Market Value | $411m, Prior: $379m |
New Purchases | 7 stocks |
Added To | 40 stocks |
Sold out of | 1 stocks |
Reduced holdings in | 55 stocks |
Top 10 Holdings % | 38.68% |
Turnover %[1] | 6.56% |
Turnover Alt %[2] | 1.6% |
Time Held Top 20 | 30.6 quarters |
Time Held Top 10 | 31.9 quarters |
Time Held All | 40.07 quarters |
[1]: Turnover is calculated by taking the # of new holdings (initial purchases) + the # of positions sold out of (not just reduced) divided by the total # of holdings for the quarter.
[2]: Alt Turnover is calculated by taking either the total MV of new purchases or the MV of securities sold, whichever is less, divided by the total MV of the fund.
2023-12-31
13F Sector Allocation Over Time
2023-12-31
Analysis
Top 20 equal-weighted holdings. Performance numbers calculated through 2023-12-31