Lynx Investment Advisory Portfolio Holdings

Lynx Investment Advisory

$135 Billion
Q2 2024

Lynx Investment Advisory has filed its 13F form on July 09, 2024 for Q2 2024 where it was disclosed a total value porftolio of $135 Billion distributed in 1046 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Invesco Exchange Traded Fd Tr with a value of $6.73B, Ishares Core S&P Mid Cap ETF with a value of $5.66B, Apple Inc. with a value of $5.24B, Proshares S&P 500 Dividend Ari with a value of $3.74B, and Microsoft Corp with a value of $3.7B.

Examining the 13F form we can see an increase of $135B in the current position value.

Lynx Investment Advisory is based out at Washington, Dc, DC

Below you can find more details about Lynx Investment Advisory portfolio as well as his latest detailed transactions.

Portfolio value $135 Billion

ETFs: $79.5 Billion

Financial Services: $14.1 Billion

Technology: $13.8 Billion

Communication Services: $5.73 Billion

Consumer Cyclical: $5.4 Billion

Healthcare: $3.92 Billion

Energy: $2.68 Billion

Industrials: $2.29 Billion

Other: $4.11 Billion

Stock Holdings Table

Stock	Market Cap.	Holding Value (Reported)	# of Shares.	Last Trade
SPHQ Invesco Exchange Traded Fd Tr ETFs	$0	$6.73 Billion 4.98% of portfolio	105,878	Q2 2024 New
IJH Ishares Core S&P Mid Cap ETF ETFs	$0	$5.66 Billion 4.19% of portfolio	96,700	Q2 2024 New
AAPL Apple Inc. Technology	$3.58T	$5.24 Billion 3.88% of portfolio	24,885	Q2 2024 New
NOBL Proshares S&P 500 Dividend Ari ETFs	$0	$3.74 Billion 2.77% of portfolio	38,917	Q2 2024 New
MSFT Microsoft Corp Technology	$3.21T	$3.7 Billion 2.74% of portfolio	8,276	Q2 2024 New
FGD First Tr Exchange Trd Fd Ii Fi ETFs	$0	$3.64 Billion 2.7% of portfolio	163,052	Q2 2024 New
DFAI Dimensional ETF Tr ETFs	$0	$3.61 Billion 2.68% of portfolio	121,808	Q2 2024 New
GLD Spdr Gold Trust ETFs	$82.4B	$3.34 Billion 2.47% of portfolio	15,513	Q2 2024 New
IGRO Ishares Tr International Divid ETFs	$0	$3.16 Billion 2.34% of portfolio	46,911	Q2 2024 New
SPMD Spdr Portfolio ETFs	$0	$3.07 Billion 2.28% of portfolio	59,934	Q2 2024 New
GLDM World Gold Trust ETFs	$7.52B	$2.89 Billion 2.14% of portfolio	62,601	Q2 2024 New
AMZN Amazon Com Inc Consumer Cyclical	$1.9T	$2.61 Billion 1.93% of portfolio	13,501	Q2 2024 New
CGW Invesco ETF Tr Ii S&P Global W ETFs	$0	$2.6 Billion 1.92% of portfolio	46,964	Q2 2024 New
MA Mastercard Inc Financial Services	$471B	$2.55 Billion 1.89% of portfolio	5,787	Q2 2024 New
GOOGL Alphabet Inc. Communication Services	$941B	$2.44 Billion 1.81% of portfolio	13,400	Q2 2024 New
IAU Ishares Gold Trust ETFs	$41.4B	$2.24 Billion 1.66% of portfolio	50,889	Q2 2024 New
BRK-B Berkshire Hathaway Inc Class B Financial Services	$582B	$2.22 Billion 1.65% of portfolio	5,462	Q2 2024 New
WOOD Ishares Global Timber & Forest	-	$2.07 Billion 1.53% of portfolio	-	Q2 2024 New
SPY Spdr S&P 500 ETF Trust ETFs	$0	$1.93 Billion 1.43% of portfolio	3,551	Q2 2024 New
GNR Spdr S&P Global Natural Resour ETFs	$0	$1.93 Billion 1.43% of portfolio	34,534	Q2 2024 New
VEA Vanguard Ftse Developed Market ETFs	$0	$1.61 Billion 1.19% of portfolio	32,489	Q2 2024 New
SPHD Invesco ETF Tr Ii S&P 500 High ETFs	$0	$1.59 Billion 1.18% of portfolio	35,715	Q2 2024 New
BIV Vanguard Bd Index Fd Inc Inter ETFs	$0	$1.58 Billion 1.17% of portfolio	21,157	Q2 2024 New
XLE Energy Sector Spdr ETFs	$0	$1.21 Billion 0.89% of portfolio	13,231	Q2 2024 New
DFAX Dimensional ETF Tr	$0	$1.1 Billion 0.81% of portfolio	43,098	Q2 2024 New
NVDA Nvidia Corp Technology	$297B	$1.06 Billion 0.79% of portfolio	8,620	Q2 2024 New
SCHX Schwab Strategic Tr Us Large C ETFs	$0	$1.02 Billion 0.76% of portfolio	15,943	Q2 2024 New
VZ Verizon Communications Inc Communication Services	$187B	$985 Million 0.73% of portfolio	23,896	Q2 2024 New
BILS Spdr Bloomberg 3 12 Month T Bi ETFs	$0	$956 Million 0.71% of portfolio	9,616	Q2 2024 New
SPAB Spdr Portfolio Aggregate Bond ETFs	$0	$952 Million 0.7% of portfolio	37,927	Q2 2024 New
ETR Entergy Corp Utilities	$25.9B	$919 Million 0.68% of portfolio	8,593	Q2 2024 New
VYM Vanguard Whitehall Fds (Vangua ETFs	$0	$872 Million 0.65% of portfolio	7,353	Q2 2024 New
XLF Financial Sector Spdr ETFs	$0	$859 Million 0.64% of portfolio	20,891	Q2 2024 New
XLV Select Sector Spdr Fund Health ETFs	$0	$852 Million 0.63% of portfolio	5,849	Q2 2024 New
V Visa Inc. Financial Services	$470B	$817 Million 0.61% of portfolio	3,114	Q2 2024 New
SOXX Ishares Semiconductor ETF ETFs	$0	$817 Million 0.6% of portfolio	3,311	Q2 2024 New
ORI Old Republic International Corp Financial Services	$10.8B	$774 Million 0.57% of portfolio	25,062	Q2 2024 New
PFE Pfizer Inc Healthcare	$164B	$768 Million 0.57% of portfolio	27,456	Q2 2024 New
UBER Uber Technologies, Inc Technology	$144B	$753 Million 0.56% of portfolio	10,363	Q2 2024 New
TDTT Flexshares Tr Iboxx 3 Yr Targe ETFs	$0	$739 Million 0.55% of portfolio	31,325	Q2 2024 New
CVX Chevron Corp Energy	$275B	$713 Million 0.53% of portfolio	4,560	Q2 2024 New
VWO Vanguard Ftse Emerging Mkts Et ETFs	$0	$691 Million 0.51% of portfolio	15,798	Q2 2024 New
ICLN Ishares ETFs	$0	$689 Million 0.51% of portfolio	51,710	Q2 2024 New
META Meta Platforms, Inc. Communication Services	$1.18T	$671 Million 0.5% of portfolio	1,330	Q2 2024 New
TIPX Spdr Bloomberg 1 10 Year Tips ETFs	$0	$611 Million 0.45% of portfolio	33,036	Q2 2024 New
GOOG Alphabet Inc. Communication Services	$964B	$590 Million 0.44% of portfolio	3,217	Q2 2024 New
VOO Vanguard Index Fds S&P 500 ETF ETFs	$0	$575 Million 0.43% of portfolio	1,150	Q2 2024 New
GILD Gilead Sciences, Inc. Healthcare	$104B	$564 Million 0.42% of portfolio	8,221	Q2 2024 New
XLK Technology Sector Spdr ETFs	$0	$559 Million 0.41% of portfolio	2,473	Q2 2024 New
TSLA Tesla, Inc. Consumer Cyclical	$727B	$552 Million 0.41% of portfolio	2,790	Q2 2024 New

Summary

Portfolio
No. of Stocks 1,046
Current Value $135 Billion
Filing
Period Q2 2024
Filing Date July 09, 2024
Form Type 13F-HR
Activity in Q2 2024
New Purchases 815 stocks
Additional Purchases 0 stocks
Sold out of 0 stocks
Reduced holdings in 0 stocks

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Lynx Investment Advisory, based on Form 13F filings with the SEC.

News

Stay updated on Lynx Investment Advisory with notifications on news.

Account

Lynx Investment Advisory Portfolio Holdings