Fund HoldingsLINCOLN CAPITAL CORP

Total Portfolio Value
$204.80M
Total Bought
$24.06M
Total Sold
$22.59M
Net Transaction
+$1.47M
Filing Period:
Securities
SharesValue ($K)
Q3 2023
Q4 2023
Change
Q3 2023
Q4 2023
Weight (%)
Change
ISHARES TR70,013119,929+49,9166,21711,2835.51%+5,066
MICROSOFT CORP(MSFT)55,35155,388+3717,47720,82810.17%+3,351
VANGUARD SCOTTSDALE FDS
LONG TERM TREAS
036,349+36,34902,2371.09%+2,237
GOLDMAN SACHS ETF TR221,724218,184-3,54018,67620,4689.99%+1,792
ADVANCED MICRO DEVICES INC(AMD)31,44533,049+1,6043,2334,8722.38%+1,639
AMAZON COM INC(AMZN)58,12158,301+1807,3888,8584.33%+1,470
ISHARES TR015,178+15,17801,4630.71%+1,463
VANGUARD WORLD FDS
UTILITIES ETF
2,57511,938+9,3633281,6360.80%+1,308
ISHARES TR
CORE MSCI EAFE
200,293199,196-1,09712,88914,0136.84%+1,125
APPLE INC(AAPL)55,58655,203-3839,51710,6285.19%+1,111
TEXTRON INC(TXT)20,48833,484+12,9961,6012,6931.31%+1,092
VANGUARD WELLINGTON FD28,57032,913+4,3433,2394,3212.11%+1,082
WK KELLOGG CO078,090+78,09001,0260.50%+1,026
ISHARES TR
MSCI USA QLT FCT
64,76664,363-4038,5369,4704.62%+935
SCHWAB STRATEGIC TR113,419114,113+6947,6768,5954.20%+919
T-MOBILE US INC(TMUS)33,07933,046-334,6335,2982.59%+666
FIDELITY MERRIMACK STR TR83,43292,667+9,2353,6344,2662.08%+632
CENCORA INC24,20423,983-2214,3564,9262.41%+569
JPMORGAN CHASE & CO(JPM)25,21724,417-8003,6574,1532.03%+496
SELECT SECTOR SPDR TR
ST STR STAPL ETF
06,589+6,58904750.23%+475
BANK AMERICA CORP72,46769,637-2,8301,9842,3451.14%+361
UNITEDHEALTH GROUP INC(UNH)18,31518,052-2639,2349,5044.64%+270
ISHARES TR
INTL EQTY FACTOR
141,145138,367-2,7783,6493,8781.89%+230
SCHWAB STRATEGIC TR36,35936,658+2991,8122,0411.00%+228
SPDR SER TR
ST STR BACKE ETF
010,334+10,33402280.11%+228
ISHARES TR13,61415,900+2,2861,3711,5940.78%+224
INTERNATIONAL BUSINESS MACHS(IBM)01,365+1,36502230.11%+223
CITIZENS FINL GROUP INC(CFG)06,340+6,34002100.10%+210
CVS HEALTH CORP(CVS)02,640+2,64002080.10%+208
ISHARES TR
MSCI USA VALUE
18,48618,511+251,6771,8730.91%+195
ALPHABET INC(GOOG)30,56229,985-5773,9994,1892.05%+189
ISHARES TR2,5672,646+791,1021,2640.62%+161
VANGUARD INDEX FDS7,0917,035-561,4771,6370.80%+160
SPIRIT AEROSYSTEMS HLDGS INC16,47012,770-3,7002664060.20%+140
FORD MTR CO DEL(F)22,07532,225+10,1502743930.19%+119
MONDELEZ INTL INC(MDLZ)48,05847,676-3823,3353,4531.69%+118
LAM RESEARCH CORP(LRCX)709711+24445570.27%+113
ABBOTT LABS9,6629,501-1619361,0460.51%+110
NETFLIX INC(NFLX)1,0001,00003784870.24%+109
VANGUARD MUN BD FDS17,46118,523+1,0628409460.46%+106
SPDR S&P 500 ETF TR(SPY)2,0902,09008939930.49%+100
ISHARES TR6,4306,442+126076970.34%+91
VANGUARD SPECIALIZED FUNDS5,4505,45008479290.45%+82
BROADCOM INC(AVGO)257263+62132940.14%+80
SPROTT PHYSICAL GOLD & SILVE(CEF)43,00043,00007458230.40%+79
PROSHARES TR
S&P 500 DV ARIST
10,37510,392+179199890.48%+71
SPROTT PHYSICAL SILVER TR(PSLV)125,500125,50009511,0140.50%+63
BLACKSTONE INC(BX)3,9033,663-2404184800.23%+61
META PLATFORMS INC(META)1,1001,10003303890.19%+59
NVIDIA CORPORATION(NVDA)82082003574060.20%+49
PARKER-HANNIFIN CORP(PH)67267202623100.15%+48
BANK NEW YORK MELLON CORP4,9004,90002092550.12%+46
SELECT SECTOR SPDR TR
ST STR TECHN ETF
1,5001,50002462890.14%+43
ISHARES TR
MSCI USA MMENTM
2,3982,376-223353730.18%+38
ALPHABET INC(GOOG)2,1762,282+1062873220.16%+35
CAMECO CORP(CCJ)10,00010,00003964310.21%+35
AMGEN INC(AMGN)1,7481,74804705030.25%+34
ISHARES TR5,1405,14003543870.19%+33
COSTCO WHSL CORP NEW(COST)491461-302773040.15%+27
SPDR INDEX SHS FDS
ST STR PO EX ETF
8,8708,87002753020.15%+27
DIGITAL WORLD ACQUISITION CO(DJT)85,00085,00004174410.22%+25
KINROSS GOLD CORP(KGC)15,00015,000068910.04%+22
DIGITAL WORLD ACQUISITION CO(DJT)20,00020,00003283500.17%+22
EOS ENERGY ENTERPRISES INC(EOSE)010,000+10,0000110.01%+11
ABBVIE INC(ABBV)1,4901,475-152222290.11%+6
FIRST MAJESTIC SILVER CORP(AG)40,00034,300-5,7002052110.10%+6
INTEL CORP(INTC)7,2755,075-2,2002592550.12%-4
NEW FOUND GOLD CORP25,00025,0000104880.04%-17
EMERSON ELEC CO(EMR)27,67227,149-5232,6722,6421.29%-30
SPROTT PHYSICAL PLAT PALLAD50,80050,80005475130.25%-35
TESLA INC(TSLA)1,5391,350-1893853350.16%-50
CRISPR THERAPEUTICS AG(CRSP)4,5000-4,5002040-204
CISCO SYS INC(CSCO)4,4640-4,4642400-240
WALMART INC(WMT)14,80813,306-1,5022,3682,0981.02%-271
TYSON FOODS INC(TSN)38,40328,242-10,1611,9391,5180.74%-421
DOLLAR GEN CORP NEW(DG)4,8230-4,8235100-510
SELECT SECTOR SPDR TR
ST STR FINL ETF
21,0950-21,0957000-700
SCHWAB CHARLES CORP(SCHW)80,21350,725-29,4884,4043,4901.70%-914
SELECT SECTOR SPDR TR
ST STR UTIL ETF
62,00040,020-21,9803,6542,5341.24%-1,119
SPDR SER TR
ST STR BLO 1 ETF
27,40610,093-17,3132,5169220.45%-1,594
ISHARES TR33,6530-33,6533,3140-3,314
VANGUARD CHARLOTTE FDS
TOTAL INT BD ETF
113,10412,054-101,0505,4105950.29%-4,815
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