LYNCH & ASSOCIATES/IN Diversified Active

CIK: 0001108965 · Show all filings

Period: Q4 2018 (← Previous) (Next →)

Filing Date: Jan 10, 2019

Total Value ($000): $267,816 (100.0% shares, 0.0% debt)

Holdings (92)

MSFT MICROSOFT CORP 5.8%
Value ($000) $15,510 Shares 152,707 Est. Cost $33.34 Unrealized +199.9%
JNJ JOHNSON & JOHNSON 4.7%
Value ($000) $12,537 Shares 97,145 Est. Cost $64.61 Unrealized +76.6%
INTC INTEL CORP 3.6%
Value ($000) $9,721 Shares 207,139 Est. Cost $22.60 Unrealized +77.8%
IVV ISHARES CORE S&P 500 INDEX 3.6%
Value ($000) $9,704 Shares 38,566 Est. Cost $193.37 Unrealized
PG PROCTER & GAMBLE CO 3.5%
Value ($000) $9,485 Shares 103,185 Est. Cost $59.64 Unrealized +25.3%
UPS UNITED PARCEL SERVICE INC 3.5%
Value ($000) $9,364 Shares 96,012 Est. Cost $69.80 Unrealized +17.6%
IJH ISHARES CORE S&P MIDCAP 400 IN 3.4%
Value ($000) $9,128 Shares 54,970 Est. Cost $134.50 Unrealized
PFE PFIZER INC 3.2%
Value ($000) $8,671 Shares 198,644 Est. Cost $18.27 Unrealized +64.4%
MRK MERCK & CO INC 2.8%
Value ($000) $7,565 Shares 99,009 Est. Cost $36.83 Unrealized +53.4%
XOM EXXON MOBIL CORP 2.8%
Value ($000) $7,478 Shares 109,666 Est. Cost $53.74 Unrealized +4.9%
ABBV ABBVIE INC 2.6%
Value ($000) $6,898 Shares 74,820 Est. Cost $39.09 Unrealized +65.7%
WMT WAL-MART STORES INC 2.5%
Value ($000) $6,586 Shares 70,700 Est. Cost $21.94 Unrealized +31.1%
BA BOEING CO 2.4%
Value ($000) $6,543 Shares 20,287 Est. Cost $119.39 Unrealized +180.6%
DOWDUPONT INC 2.4%
Value ($000) $6,393 Shares 119,532 Est. Cost $69.14 Unrealized
CSCO CISCO SYSTEMS INC 2.3%
Value ($000) $6,201 Shares 143,122 Est. Cost $25.14 Unrealized +46.8%
WFC WELLS FARGO & CO 2.2%
Value ($000) $5,762 Shares 125,045 Est. Cost $33.56 Unrealized +25.3%
CVX CHEVRON CORP 2.1%
Value ($000) $5,674 Shares 52,152 Est. Cost $70.42 Unrealized +20.3%
MCD MCDONALDS CORP 2.1%
Value ($000) $5,496 Shares 30,950 Est. Cost $82.82 Unrealized +81.2%
ABT ABBOTT LABORATORIES 1.9%
Value ($000) $5,220 Shares 72,171 Est. Cost $38.84 Unrealized +60.0%
IBM INTL BUS MACHINES CORP 1.8%
Value ($000) $4,812 Shares 42,332 Est. Cost $108.36 Unrealized -18.8%
KO COCA-COLA CO 1.8%
Value ($000) $4,790 Shares 101,159 Est. Cost $29.48 Unrealized +30.2%
EMR EMERSON ELEC CO 1.8%
Value ($000) $4,787 Shares 80,116 Est. Cost $43.20 Unrealized +31.9%
USB U S BANCORP 1.7%
Value ($000) $4,428 Shares 96,890 Est. Cost $26.96 Unrealized +42.0%
WALGREENS BOOTS ALLIANCE INC 1.6%
Value ($000) $4,364 Shares 63,867 Est. Cost $73.86 Unrealized
BP BP PLC 1.6%
Value ($000) $4,355 Shares 114,839 Est. Cost $37.32 Unrealized
DIS WALT DISNEY CO 1.6%
Value ($000) $4,321 Shares 39,403 Est. Cost $59.02 Unrealized +84.9%
HON HONEYWELL INTL INC 1.6%
Value ($000) $4,300 Shares 32,549 Est. Cost $56.55 Unrealized +108.1%
LMT LOCKHEED MARTIN CORP 1.6%
Value ($000) $4,186 Shares 15,987 Est. Cost $127.13 Unrealized +96.7%
SYK STRYKER CORP 1.5%
Value ($000) $4,083 Shares 26,045 Est. Cost $64.33 Unrealized +140.6%
SYY SYSCO CORP 1.4%
Value ($000) $3,712 Shares 59,235 Est. Cost $28.12 Unrealized +98.2%
IJR ISHARES S&P SMALLCAP 600 INDEX 1.3%
Value ($000) $3,444 Shares 49,683 Est. Cost $87.05 Unrealized
LOW LOWES COMPANIES INC 1.2%
Value ($000) $3,241 Shares 35,087 Est. Cost $39.38 Unrealized +114.9%
UNITED TECHNOLOGIES CORP 1.1%
Value ($000) $2,823 Shares 26,509 Est. Cost $98.14 Unrealized
FSFG FIRST SVGS FINL GROUP INC 1.1%
Value ($000) $2,817 Shares 54,237 Est. Cost $6.26 Unrealized +175.2%
DUK DUKE ENERGY CORP 1.0%
Value ($000) $2,724 Shares 31,563 Est. Cost $48.32 Unrealized +32.2%
NEXTERA ENERGY INC 1.0%
Value ($000) $2,716 Shares 15,624 Est. Cost $98.59 Unrealized
MMM 3M COMPANY 1.0%
Value ($000) $2,628 Shares 13,792 Est. Cost $68.64 Unrealized +86.8%
JPM J P MORGAN CHASE & CO 1.0%
Value ($000) $2,571 Shares 26,338 Est. Cost $71.52 Unrealized +22.4%
VZ VERIZON COMMUNICATIONS INC 0.9%
Value ($000) $2,412 Shares 42,898 Est. Cost $30.33 Unrealized +27.3%
VECTREN CORP 0.8%
Value ($000) $2,135 Shares 29,663 Est. Cost $35.50 Unrealized
TJX TJX COMPANIES INC 0.8%
Value ($000) $2,096 Shares 46,850 Est. Cost $36.88 Unrealized +24.4%
ROYAL DUTCH SHELL PLC 0.7%
Value ($000) $1,952 Shares 33,508 Est. Cost $58.05 Unrealized
ITW ILLINOIS TOOL WORKS INC 0.7%
Value ($000) $1,886 Shares 14,885 Est. Cost $61.13 Unrealized +80.8%
ITOT ISHARES CORE S&P TOTAL US STOC 0.7%
Value ($000) $1,864 Shares 32,835 Est. Cost $61.79 Unrealized
T AT&T INC 0.7%
Value ($000) $1,779 Shares 62,318 Est. Cost $12.55 Unrealized +11.7%
MO ALTRIA GROUP INC 0.7%
Value ($000) $1,746 Shares 35,358 Est. Cost $22.44 Unrealized +47.6%
KMB KIMBERLY-CLARK CORP 0.6%
Value ($000) $1,730 Shares 15,181 Est. Cost $70.72 Unrealized +22.2%
CL COLGATE-PALMOLIVE CO 0.6%
Value ($000) $1,712 Shares 28,770 Est. Cost $47.48 Unrealized +11.4%
IP INTL PAPER CO 0.5%
Value ($000) $1,307 Shares 32,371 Est. Cost $27.58 Unrealized +10.4%
TOTAL SA ADR 0.4%
Value ($000) $1,151 Shares 22,067 Est. Cost $52.58 Unrealized
IEMG ISHARES CORE MSCI EMERGING MAR 0.4%
Value ($000) $1,141 Shares 24,195 Est. Cost $48.05 Unrealized
GILD GILEAD SCIENCES INC 0.4%
Value ($000) $1,076 Shares 17,210 Est. Cost $55.92 Unrealized -5.2%
PM PHILIP MORRIS INTERNATIONAL IN 0.4%
Value ($000) $1,031 Shares 15,437 Est. Cost $51.68 Unrealized +10.9%
FTEC FIDELITY MCSI INFORMATION TECH 0.4%
Value ($000) $945 Shares 19,185 Est. Cost $37.72 Unrealized
IXUS ISHARES CORE MSCI TOTAL INTERN 0.3%
Value ($000) $917 Shares 17,453 Est. Cost $62.92 Unrealized
GABC GERMAN AMERICAN BANCORP 0.3%
Value ($000) $781 Shares 28,117 Est. Cost $28.18 Unrealized -9.2%
CSX CSX CORP 0.3%
Value ($000) $774 Shares 12,455 Est. Cost $7.41 Unrealized +182.1%
FHLC FIDELITY MSCI HEALTHCARE INDEX 0.3%
Value ($000) $739 Shares 17,890 Est. Cost $36.26 Unrealized
XLK TECHNOLOGY SELECT SECTOR SPDR 0.3%
Value ($000) $733 Shares 11,825 Est. Cost $32.13 Unrealized
FIDU FIDELITY MSCI INDUSTRIALS INDE 0.3%
Value ($000) $709 Shares 21,629 Est. Cost $30.62 Unrealized
BMY BRISTOL-MYERS SQUIBB CO 0.3%
Value ($000) $702 Shares 13,503 Est. Cost $29.69 Unrealized +38.0%
LLY ELI LILLY & CO 0.3%
Value ($000) $699 Shares 6,039 Est. Cost $45.15 Unrealized +124.5%
LNT ALLIANT ENERGY CORP 0.3%
Value ($000) $699 Shares 16,545 Est. Cost $23.07 Unrealized +52.5%
GENERAL ELEC CO 0.2%
Value ($000) $668 Shares 88,254 Est. Cost $24.55 Unrealized
FNCL FIDELITY MSCI FINANCIALS INDEX 0.2%
Value ($000) $578 Shares 16,729 Est. Cost $31.65 Unrealized
AMZN AMAZON COM 0.2%
Value ($000) $575 Shares 383 Est. Cost $52.39 Unrealized +58.7%
HD HOME DEPOT INC 0.2%
Value ($000) $567 Shares 3,300 Est. Cost $61.17 Unrealized +145.9%
FDIS FIDELITY MSCI CONSUMER DISCRET 0.2%
Value ($000) $555 Shares 14,477 Est. Cost $33.91 Unrealized
FSTA FIDELITY MSCI CONSUMER STAPLES 0.2%
Value ($000) $534 Shares 17,523 Est. Cost $30.83 Unrealized
BRK/B BERKSHIRE HATHAWAY INC CL B 0.2%
Value ($000) $516 Shares 2,527 Est. Cost $118.24 Unrealized +76.6%
FENY FIDELITY MCSI ENERGY INDEX 0.2%
Value ($000) $461 Shares 29,517 Est. Cost $20.23 Unrealized
XLI INDUSTRIAL SELECT SECTOR SPDR 0.2%
Value ($000) $456 Shares 7,075 Est. Cost $47.72 Unrealized
HBAN HUNTINGTON BANCSHARES INC 0.2%
Value ($000) $424 Shares 35,575 Est. Cost $5.55 Unrealized +79.3%
XLF FINANCIAL SELECT SECTOR SPDR 0.1%
Value ($000) $381 Shares 15,975 Est. Cost $20.18 Unrealized
AEP AMERICAN ELEC PWR CO INC 0.1%
Value ($000) $376 Shares 5,025 Est. Cost $35.70 Unrealized +63.6%
IWM ISHARES RUSSELL 2000 INDEX 0.1%
Value ($000) $372 Shares 2,777 Est. Cost $107.11 Unrealized
XLV HEALTH CARE SELECT SECTOR SPDR 0.1%
Value ($000) $355 Shares 4,100 Est. Cost $51.38 Unrealized
KEY KEYCORP 0.1%
Value ($000) $342 Shares 23,125 Est. Cost $7.56 Unrealized +65.5%
RF REGIONS FINANCIAL CORP 0.1%
Value ($000) $311 Shares 23,214 Est. Cost $6.49 Unrealized +84.7%
ED CONSOLIDATED EDISON INC 0.1%
Value ($000) $296 Shares 3,875 Est. Cost $42.80 Unrealized +41.3%
XLY CONSUMER DISCRETIONARY SELECT 0.1%
Value ($000) $277 Shares 2,800 Est. Cost $59.62 Unrealized
CINF CINCINNATI FINL CORP 0.1%
Value ($000) $259 Shares 3,345 Est. Cost $35.76 Unrealized +80.8%
NI NISOURCE INC 0.1%
Value ($000) $256 Shares 10,080 Est. Cost $17.39 Unrealized +17.4%
IWR ISHARES RUSSELL MIDCAP ETF 0.1%
Value ($000) $230 Shares 4,949 Est. Cost $46.47 Unrealized
NKE NIKE INC 0.1%
Value ($000) $230 Shares 3,108 Est. Cost $52.06 Unrealized +30.9%
ONB OLD NATL BANCORP 0.1%
Value ($000) $221 Shares 14,380 Est. Cost $13.13 Unrealized +36.1%
GIS GENERAL MILLS INC 0.1%
Value ($000) $220 Shares 5,660 Est. Cost $32.97 Unrealized 0.0%
XLP CONSUMER STAPLES SELECT SECTOR 0.1%
Value ($000) $218 Shares 4,300 Est. Cost $42.04 Unrealized
FMAT FIDELITY MCSI MATERIALS INDEX 0.1%
Value ($000) $212 Shares 7,477 Est. Cost $34.68 Unrealized
FCF FIRST COMMONWEALTH FINANCIAL 0.1%
Value ($000) $170 Shares 14,100 Est. Cost $7.53 Unrealized +41.2%
NAVIDEA BIOPHARMACEUTICALS INC 0.0%
Value ($000) $2 Shares 18,000 Est. Cost $2.67 Unrealized
BLUE RIVER BANCSHARES INC 0.0%
Value ($000) $0 Shares 38,072 Est. Cost Unrealized