0001108965-23-000002.txt : 20230404
0001108965-23-000002.hdr.sgml : 20230404
20230404104643
ACCESSION NUMBER: 0001108965-23-000002
CONFORMED SUBMISSION TYPE: 13F-HR
PUBLIC DOCUMENT COUNT: 2
CONFORMED PERIOD OF REPORT: 20230331
FILED AS OF DATE: 20230404
DATE AS OF CHANGE: 20230404
EFFECTIVENESS DATE: 20230404
FILER:
COMPANY DATA:
COMPANY CONFORMED NAME: LYNCH & ASSOCIATES/IN
CENTRAL INDEX KEY: 0001108965
IRS NUMBER: 351937126
STATE OF INCORPORATION: IN
FISCAL YEAR END: 1231
FILING VALUES:
FORM TYPE: 13F-HR
SEC ACT: 1934 Act
SEC FILE NUMBER: 028-05643
FILM NUMBER: 23795641
BUSINESS ADDRESS:
STREET 1: 10644 NEWBURGH ROAD
CITY: NEWBURGH
STATE: IN
ZIP: 47716
BUSINESS PHONE: 8128530878
MAIL ADDRESS:
STREET 1: PO BOX 5585
CITY: EVANSVILLE
STATE: IN
ZIP: 47716
13F-HR
1
primary_doc.xml
X0202
13F-HR
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false
false
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0001108965
XXXXXXXX
03-31-2023
03-31-2023
LYNCH & ASSOCIATES/IN
PO BOX 5585
EVANSVILLE
IN
47716
13F HOLDINGS REPORT
028-05643
N
JENNIFER FARLESS
CCO
8128530878
JENNIFER FARLESS
NEWBURGH
IN
04-04-2023
0
107
381215
false
INFORMATION TABLE
2
inftableApr2023.xml
3M COMPANY
COM
88579Y101
2247
21382
SH
SOLE
0
0
21382
ABBOTT LABORATORIES
COM
002824100
6290
62112
SH
SOLE
0
0
62112
ABBVIE INC
COM
00287Y109
12399
77803
SH
SOLE
0
0
77803
AFFINITY BANCSHARES INC
COM
00832E103
172
12000
SH
SOLE
0
0
12000
AGENUS INC
COM
00847G705
71
46780
SH
SOLE
0
0
46780
ALLIANT ENERGY CORP
COM
018802108
555
10393
SH
SOLE
0
0
10393
ALPHABET INC (GOOGLE)
COM
02079K305
1839
17733
SH
SOLE
0
0
17733
ALTRIA GROUP INC
COM
02209S103
1460
32725
SH
SOLE
0
0
32725
AMAZON COM
COM
023135106
1093
10579
SH
SOLE
0
0
10579
AMMPOWER CORP
COM
03169D102
2
10000
SH
SOLE
0
0
10000
APPLE INC
COM
037833100
7966
48309
SH
SOLE
0
0
48309
BANK OF AMERICA CORP
COM
060505104
4061
141995
SH
SOLE
0
0
141995
BERKSHIRE HATHAWAY INC CL B
COM
084670702
3777
12231
SH
SOLE
0
0
12231
BOEING CO
COM
097023105
4335
20405
SH
SOLE
0
0
20405
BRISTOL-MYERS SQUIBB CO
COM
110122108
602
8690
SH
SOLE
0
0
8690
CHEVRON CORP
COM
166764100
8277
50727
SH
SOLE
0
0
50727
CINCINNATI FINL CORP
COM
172062101
633
5649
SH
SOLE
0
0
5649
CISCO SYSTEMS INC
COM
17275R102
8252
157850
SH
SOLE
0
0
157850
COCA-COLA CO
COM
191216100
6596
106336
SH
SOLE
0
0
106336
COLGATE-PALMOLIVE CO
COM
194162103
2343
31176
SH
SOLE
0
0
31176
COSTCO WHSL CORP
COM
22160K105
239
482
SH
SOLE
0
0
482
CSX CORP
COM
126408103
663
22143
SH
SOLE
0
0
22143
CVS CAREMARK CORP
COM
126650100
3081
41464
SH
SOLE
0
0
41464
DISCOVER FINL SVCS
COM
254709108
3726
37700
SH
SOLE
0
0
37700
DOW INC
COM
260557103
5079
92641
SH
SOLE
0
0
92641
DUKE ENERGY CORP
COM
26441C204
3167
32826
SH
SOLE
0
0
32826
EASTERN BANKSHARES
COM
27627N105
473
37500
SH
SOLE
0
0
37500
ECB BANCORP INC
COM
26828M106
217
15625
SH
SOLE
0
0
15625
ELI LILLY & CO
COM
532457108
2767
8057
SH
SOLE
0
0
8057
EMERSON ELEC CO
COM
291011104
7209
82732
SH
SOLE
0
0
82732
EXXON MOBIL CORP
COM
30231G102
13778
125644
SH
SOLE
0
0
125644
FIRST HORIZON NTNL CORP FRAC 1
COM
DCA517101
0
434329
SH
SOLE
0
0
434329
FIRST SVGS FINL GROUP INC
COM
33621E109
2462
153000
SH
SOLE
0
0
153000
FORD MOTOR CO
COM
345370860
134
10619
SH
SOLE
0
0
10619
GENERAL ELEC CO
COM
369604301
383
4009
SH
SOLE
0
0
4009
GENERAL MILLS INC
COM
370334104
3237
37875
SH
SOLE
0
0
37875
HOME DEPOT INC
COM
437076102
441
1493
SH
SOLE
0
0
1493
HONEYWELL INTL INC
COM
438516106
5272
27584
SH
SOLE
0
0
27584
HUNTINGTON BANCSHARES INC
COM
446150104
353
31551
SH
SOLE
0
0
31551
ILLINOIS TOOL WORKS INC
COM
452308109
3913
16075
SH
SOLE
0
0
16075
INTEL CORP
COM
458140100
3851
117873
SH
SOLE
0
0
117873
INTERNATIONAL PAPER CO
COM
460146103
1029
28530
SH
SOLE
0
0
28530
INTL BUS MACHINES CORP
COM
459200101
6249
47670
SH
SOLE
0
0
47670
J P MORGAN CHASE & CO
COM
46625H100
7794
59809
SH
SOLE
0
0
59809
JOHNSON & JOHNSON
COM
478160104
14693
94793
SH
SOLE
0
0
94793
KEYCORP
COM
493267108
336
26865
SH
SOLE
0
0
26865
KIMBERLY-CLARK CORP
COM
494368103
2449
18250
SH
SOLE
0
0
18250
LOCKHEED MARTIN CORP
COM
539830109
7783
16464
SH
SOLE
0
0
16464
LOWES COMPANIES INC
COM
548661107
5190
25956
SH
SOLE
0
0
25956
MARIJUANA COMPANY OF AMERICA
COM
56782E204
0
100000
SH
SOLE
0
0
100000
MCDONALDS CORP
COM
580135101
9277
33179
SH
SOLE
0
0
33179
MERCK & CO INC
COM
58933Y105
10620
99824
SH
SOLE
0
0
99824
META PLATFORMS INC
COM
30303M102
293
1380
SH
SOLE
0
0
1380
MICROSOFT CORP
COM
594918104
33307
115529
SH
SOLE
0
0
115529
NEXTERA ENERGY INC
COM
65339f101
4328
56143
SH
SOLE
0
0
56143
NIKE INC
COM
654106103
392
3198
SH
SOLE
0
0
3198
NORTHEAST CMNTY BANCORP INC
COM
664121100
246
18751
SH
SOLE
0
0
18751
OLD NATL BANCORP
COM
680033107
170
11813
SH
SOLE
0
0
11813
PFIZER INC
COM
717081103
8098
198479
SH
SOLE
0
0
198479
PHILIP MORRIS INTERNATIONAL IN
COM
718172109
1673
17205
SH
SOLE
0
0
17205
PROCTER & GAMBLE CO
COM
742718109
14013
94244
SH
SOLE
0
0
94244
RAYTHEON TECHNOLOGIES
COM
75513E101
3018
30823
SH
SOLE
0
0
30823
REGIONS FINANCIAL CORP
COM
7591EP100
415
22342
SH
SOLE
0
0
22342
STRYKER CORP
COM
863667101
5511
19305
SH
SOLE
0
0
19305
SYSCO CORP
COM
871829107
5112
66197
SH
SOLE
0
0
66197
TESLA MOTORS INC
COM
88160R101
555
2676
SH
SOLE
0
0
2676
TEXAS INSTRUMENTS INC
COM
882508104
4711
25327
SH
SOLE
0
0
25327
TJX COMPANIES INC
COM
872540109
3451
44038
SH
SOLE
0
0
44038
TOTALENERGIES SE
COM
89151E109
2015
34124
SH
SOLE
0
0
34124
U S BANCORP
COM
902973304
3016
83650
SH
SOLE
0
0
83650
UNION PACIFIC CORP
COM
907818108
732
3636
SH
SOLE
0
0
3636
UNITED PARCEL SERVICE INC
COM
911312106
12133
62543
SH
SOLE
0
0
62543
VERIZON COMMUNICATIONS INC
COM
92343V104
1313
33759
SH
SOLE
0
0
33759
WAL-MART STORES INC
COM
931142103
10938
74178
SH
SOLE
0
0
74178
WALGREENS BOOTS ALLIANCE INC
COM
931427108
1064
30756
SH
SOLE
0
0
30756
WALT DISNEY CO
COM
254687106
3671
36662
SH
SOLE
0
0
36662
WELLS FARGO & CO
COM
949746101
266
7125
SH
SOLE
0
0
7125
ISHARES CORE MSCI TOTAL INTERN
ETF
46432F834
662
10679
SH
SOLE
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0
10679
ISHARES CORE S&P 500 INDEX
ETF
464287200
14508
35293
SH
SOLE
0
0
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ISHARES CORE S&P MIDCAP 400 IN
ETF
464287507
14639
58520
SH
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58520
ISHARES CORE S&P TOTAL US STOC
ETF
464287150
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56021
SH
SOLE
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ISHARES RUSSELL 2000 INDEX
ETF
464287655
464
2600
SH
SOLE
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0
2600
ISHARES S&P 500 VALUE INDEX
ETF
464287408
542
3569
SH
SOLE
0
0
3569
ISHARES S&P SMALLCAP 600 INDEX
ETF
464287804
3899
40324
SH
SOLE
0
0
40324
SPDR PORTFOLIO S&P 500 VALUE E
ETF
78464A508
5209
127914
SH
SOLE
0
0
127914
SPDR S&P 500 ETF
ETF
78462F103
233
570
SH
SOLE
0
0
570
SPDR S&P 600 SMALL CAP
ETF
78464A813
420
5000
SH
SOLE
0
0
5000
SPDR S&P MID CAP 400 ETF
ETF
78467Y107
884
1928
SH
SOLE
0
0
1928
VANGUARD S&P 500 VALUE INDEX F
ETF
921932703
309
2105
SH
SOLE
0
0
2105
VANGUARD TOTAL INTL STOCK INDE
ETF
921909768
687
12435
SH
SOLE
0
0
12435
VANGUARD TOTAL STOCK MARKET IN
ETF
922908769
292
1429
SH
SOLE
0
0
1429
CONSUMER DISCRETIONARY SELECT
ETF
81369Y407
455
3043
SH
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0
3043
CONSUMER STAPLES SELECT SECTOR
ETF
81369Y308
316
4224
SH
SOLE
0
0
4224
FIDELITY MCSI ENERGY INDEX
ETF
316092402
1107
49343
SH
SOLE
0
0
49343
FIDELITY MCSI INFORMATION TECH
ETF
316092808
1864
16356
SH
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0
0
16356
FIDELITY MCSI MATERIALS INDEX
ETF
316092881
299
6558
SH
SOLE
0
0
6558
FIDELITY MSCI CONSUMER DISCRET
ETF
316092204
809
12352
SH
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12352
FIDELITY MSCI CONSUMER STAPLES
ETF
316092303
869
19250
SH
SOLE
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19250
FIDELITY MSCI FINANCIALS INDEX
ETF
316092501
1191
26418
SH
SOLE
0
0
26418
FIDELITY MSCI HEALTHCARE INDEX
ETF
316092600
1397
22732
SH
SOLE
0
0
22732
FIDELITY MSCI INDUSTRIALS INDE
ETF
316092709
1548
29263
SH
SOLE
0
0
29263
FIDELITY MSCI TELECOMMUNICATIO
ETF
316092873
617
16852
SH
SOLE
0
0
16852
FIDELITY MSCI UTILITIES INDEX
ETF
316092865
370
8443
SH
SOLE
0
0
8443
FINANCIAL SELECT SECTOR SPDR
ETF
81369Y605
485
15100
SH
SOLE
0
0
15100
HEALTH CARE SELECT SECTOR SPDR
ETF
81369Y209
498
3850
SH
SOLE
0
0
3850
INDUSTRIAL SELECT SECTOR SPDR
ETF
81369Y704
687
6790
SH
SOLE
0
0
6790
TECHNOLOGY SELECT SECTOR SPDR
ETF
81369Y803
1607
10644
SH
SOLE
0
0
10644