Fund HoldingsLYNCH & ASSOCIATES/IN

Total Portfolio Value
$432.99M
Total Bought
$17.64M
Total Sold
$23.95M
Net Transaction
-$6.31M
Filing Period:
Securities
SharesValue ($K)
Q4 2023
Q1 2024
Change
Q4 2023
Q1 2024
Weight (%)
Change
MICROSOFT CORP(MSFT)110,955103,950-7,00541,72443,73410.10%+2,010
ISHARES CORE S&P 500 INDEX35,32935,494+16516,87418,6604.31%+1,786
ELI LILLY & CO(LLY)7,5787,721+1434,4176,0071.39%+1,589
MERCK & CO INC(MRK)94,61690,185-4,43110,31511,9002.75%+1,585
ISHARES CORE S&P MIDCAP 400 IN58,826291,521+232,69516,30417,7074.09%+1,403
EXXON MOBIL CORP0117,824+117,824013,6963.16%+13,696
ABBVIE INC(ABBV)75,45871,015-4,44311,69412,9322.99%+1,238
PROCTER & GAMBLE CO(PG)089,576+89,576014,5343.36%+14,534
WAL-MART STORES INC(WMT)0210,250+210,250012,6512.92%+12,651
J P MORGAN CHASE & CO(JPM)60,08155,904-4,17710,22011,1982.59%+978
SCHWAB STRATEGIC TR US DIVIDEN23,75134,344+10,5931,8082,7690.64%+961
NB BANCORP(NBBK)070,051+70,05109570.22%+957
WALT DISNEY CO(DIS)31,86431,322-5422,8773,8330.89%+956
INTL BUS MACHINES CORP(IBM)48,71146,479-2,2327,9678,8762.05%+909
EMERSON ELEC CO(EMR)078,421+78,42108,8952.05%+8,895
BERKSHIRE HATHAWAY INC CL B13,04412,874-1704,6525,4141.25%+761
STRYKER CORP(SYK)18,37917,351-1,0285,5046,2091.43%+706
ISHARES CORE S&P TOTAL US STOC56,66957,305+6365,9636,6071.53%+644
SPDR PORTFOLIO S&P 500 VALUE E
ST STR P500VAL
131,478134,779+3,3016,1316,7521.56%+622
ISHARES S&P SMALLCAP 600 INDEX43,38047,917+4,5374,6965,2961.22%+600
AMAZON COM(AMZN)18,68418,790+1062,8393,3890.78%+550
RTX CORPORATION(RTX)30,55131,751+1,2002,5713,0970.72%+526
FIDELITY MCSI INFORMATION TECH19,61321,361+1,7482,8173,3290.77%+512
BANK OF AMERICA CORP143,953140,861-3,0924,8475,3411.23%+495
MEDTRONIC PLC(MDT)04,739+4,73904130.10%+413
HOME DEPOT INC(HD)4,4254,978+5531,5331,9100.44%+376
ALPHABET INC (GOOGLE)(GOOG)29,58929,805+2164,1334,4981.04%+365
CIGNA CORP(CI)3,3533,765+4121,0041,3670.32%+363
LOWES COMPANIES INC(LOW)25,13923,322-1,8175,5955,9411.37%+346
CHEVRON CORP(CVX)051,081+51,08108,0571.86%+8,057
FIDELITY MSCI FINANCIALS INDEX30,04732,689+2,6421,6091,9420.45%+333
FIDELITY MSCI HEALTHCARE INDEX27,34329,484+2,1411,7692,0570.48%+288
AMGEN INC(AMGN)3,5394,594+1,0551,0191,3060.30%+287
SYSCO CORP(SYY)63,41060,428-2,9824,6374,9061.13%+268
DISCOVER FINL SVCS31,22428,810-2,4143,5103,7770.87%+267
NVIDIA CORPORATION(NVDA)501566+652485110.12%+263
ENERGY SELECT SECTOR SPDR
ST STR ENERG ETF
02,235+2,23502110.05%+211
META PLATFORMS INC(META)1,6231,609-145757810.18%+207
SHERWIN-WILLIAMS CORP(SHW)4,5684,674+1061,4251,6230.37%+198
FIDELITY MSCI TELECOMMUNICATIO21,18122,927+1,7469441,1360.26%+193
FIDELITY MCSI ENERGY INDEX049,570+49,57001,2820.30%+1,282
FIDELITY MSCI CONSUMER DISCRET15,63616,936+1,3001,2341,3970.32%+163
FIDELITY MSCI CONSUMER STAPLES22,37124,377+2,0069981,1600.27%+161
TEXAS INSTRUMENTS INC(TXN)024,262+24,26204,2270.98%+4,227
TECHNOLOGY SELECT SECTOR SPDR
ST STR TECHN ETF
10,27410,249-251,9782,1350.49%+157
VANGUARD TOTAL INTL STOCK INDE30,67031,929+1,2591,7781,9250.44%+148
VERIZON COMMUNICATIONS INC(VZ)31,56031,635+751,1901,3270.31%+138
FIRST TRUST EXCHANGE-TRADED FD
RISNG DIVD ACHIV
5,5047,485+1,9812844200.10%+136
GE AEROSPACE(GE)3,3883,138-2504325510.13%+118
CINCINNATI FINL CORP(CINF)5,6495,64905847010.16%+117
CAPITAL GROUP CORE EQUITY ETF
SHS CREAT UNIT
9,80512,591+2,7862773920.09%+115
DIMENSIONAL US EQUITY ETF
US EQUI MARK ETF
5,7567,139+1,3832984070.09%+108
COLGATE-PALMOLIVE CO(CL)28,21226,032-2,1802,2492,3440.54%+95
CAPITAL GROUP GROWTH ETF
SHS CREAT UNIT
11,69713,017+1,3203304160.10%+86
SPDR S&P MID CAP 400 ETF(MDY)1,7401,74008839680.22%+85
U S BANCORP(USB)59,70559,687-182,5842,6680.62%+84
FIRST TRUST EXCHANGE-TRADED FD3,2133,949+7362573380.08%+81
VISA INC COM(V)6,7236,562-1611,7501,8310.42%+81
TJX COMPANIES INC(TJX)39,03436,903-2,1313,6623,7430.86%+81
INDUSTRIAL SELECT SECTOR SPDR
ST STR INDL ETF
6,5506,55007478250.19%+78
FIDELITY MCSI MATERIALS INDEX7,7388,601+8633774500.10%+73
FINANCIAL SELECT SECTOR SPDR
ST STR FINL ETF
16,07516,07506046770.16%+73
FIDELITY ENHANCED MID CAP ETF
ENH MID COR ETF
7,6009,095+1,4952072780.06%+70
WELLS FARGO & CO(WFC)7,2787,253-253584200.10%+62
FIDELITY MSCI UTILITIES INDEX9,93310,889+9564064620.11%+56
CATERPILLAR INC(CAT)70270202082570.06%+50
HEALTH CARE SELECT SECTOR SPDR
ST STR CARE ETF
3,8693,86905285720.13%+44
REGIONS FINANCIAL CORP(RF)18,98719,276+2893684060.09%+38
HUNTINGTON BANCSHARES INC(HBAN)27,05127,05103443770.09%+33
VANGUARD TOTAL STOCK MARKET IN1,4291,42903393710.09%+32
FIDELITY MSCI INDUSTRIALS INDE25,46523,461-2,0041,5591,5910.37%+32
KEYCORP(KEY)20,56520,56502963250.08%+29
CSX CORP(CSX)11,87311,87304124400.10%+28
FIDELITY MSCI REAL ESTATE INDE9,20210,472+1,2702452730.06%+28
VANGUARD S&P 500 VALUE INDEX F2,1552,15503623890.09%+27
SPDR S&P 500 ETF(SPY)56056002662930.07%+27
ISHARES S&P 500 VALUE INDEX3,4563,356-1006016270.14%+26
ISHARES RUSSELL 2000 INDEX2,6002,60005225470.13%+25
COSTCO WHSL CORP(COST)33533502212450.06%+24
DUKE ENERGY CORP(DUK)31,10631,435+3293,0183,0400.70%+22
INVESCO QQQ TR UNIT SER 150550502072240.05%+17
ALTRIA GROUP INC(MO)029,149+29,14901,2710.29%+1,271
SPDR PORTFOLIO S&P 600 SMALL C
ST STR SP600 SML
11,11411,11404694780.11%+10
CONSUMER DISCRETIONARY SELECT
ST STR DISCR ETF
3,0152,981-345395480.13%+9
CONSUMER STAPLES SELECT SECTOR
ST STR STAPL ETF
4,1823,982-2003013040.07%+3
COCA-COLA CO(KO)104,055100,235-3,8206,1326,1321.42%0
MARIJUANA COMPANY OF AMERICA200,000200,0000000.00%0
FIRST HORIZON NTNL CORP FRAC 1434,329434,3290000
AMMPOWER CORP000000
AGENUS INC058,600+58,6000340.01%+34
MAX POWER MINING CORP10,0000-10,00040-4
FIRST SVGS FINL GROUP INC153,000153,00002,5702,5630.59%-8
OLD NATL BANCORP(ONB)11,98210,482-1,5002021820.04%-20
GENERAL MILLS INC(GIS)36,99634,139-2,8572,4102,3890.55%-21
CVS CAREMARK CORP(CVS)29,89729,326-5712,3612,3390.54%-22
KIMBERLY-CLARK CORP(KMB)015,700+15,70002,0310.47%+2,031
EASTERN BANKSHARES(EBC)36,00035,000-1,0005114820.11%-29
ALLIANT ENERGY CORP(LNT)06,716+6,71603380.08%+338
NIKE INC(NKE)2,2782,289+112472150.05%-32
BRISTOL-MYERS SQUIBB CO(BMY)08,053+8,05304370.10%+437
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