Lynx Investment Advisory Portfolio Holdings

Lynx Investment Advisory

$147 Billion
Q4 2024

Lynx Investment Advisory has filed its 13F form on February 11, 2025 for Q4 2024 where it was disclosed a total value porftolio of $147 Billion distributed in 299 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 $9.43B, Ishares Core S&P Mid Cap ETF with a value of $7.53B, Apple Inc. with a value of $6.61B, Proshares S&P 500 Dividend Ari with a value of $5.3B, and Spdr Gold Trust with a value of $4.29B.

Examining the 13F form we can see an increase of $7.73B in the current position value, from $139B to 147B.

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 $147 Billion

ETFs: $87.8 Billion

Technology: $16 Billion

Financial Services: $16 Billion

Consumer Cyclical: $6.51 Billion

Communication Services: $6.13 Billion

Healthcare: $3.01 Billion

Energy: $1.9 Billion

Utilities: $1.67 Billion

Other: $2.23 Billion

Stock Holdings Table

Stock	Market Cap.	Holding Value (Reported)	# of Shares.	Last Trade
SPHQ Invesco Exchange Traded Fd Tr ETFs	$0	$9.43 Billion 6.43% of portfolio	140,655	Q4 2024 Added 2.27%
IJH Ishares Core S&P Mid Cap ETF ETFs	$0	$7.53 Billion 5.14% of portfolio	120,915	Q4 2024 Added 15.01%
AAPL Apple Inc. Technology	$3.74T	$6.61 Billion 4.51% of portfolio	26,389	Q4 2024 Added 2.05%
NOBL Proshares S&P 500 Dividend Ari ETFs	$0	$5.3 Billion 3.61% of portfolio	53,219	Q4 2024 Added 26.97%
GLD Spdr Gold Trust ETFs	$92.3B	$4.29 Billion 2.93% of portfolio	17,735	Q4 2024 Added 10.39%
IGRO Ishares Tr International Divid ETFs	$0	$4.2 Billion 2.86% of portfolio	61,772	Q4 2024 Added 15.68%
DFAI Dimensional ETF Tr ETFs	$0	$4.07 Billion 2.78% of portfolio	139,527	Q4 2024 Added 8.15%
MSFT Microsoft Corp Technology	$3.07T	$3.86 Billion 2.64% of portfolio	9,166	Q4 2024 Added 0.64%
FGD First Tr Exchange Trd Fd Ii Fi ETFs	$0	$3.85 Billion 2.62% of portfolio	172,969	Q4 2024 Added 5.26%
SPMD Spdr Portfolio ETFs	$0	$3.6 Billion 2.45% of portfolio	65,785	Q4 2024 Added 2.18%
GLDM World Gold Trust ETFs	$8.43B	$3.45 Billion 2.36% of portfolio	66,416	Q4 2024 Reduced 2.22%
AMZN Amazon Com Inc Consumer Cyclical	$2.37T	$3.24 Billion 2.21% of portfolio	14,780	Q4 2024 Reduced 0.97%
MA Mastercard Inc Financial Services	$539B	$3 Billion 2.05% of portfolio	5,695	Q4 2024 Reduced 4.61%
SPY Spdr S&P 500 ETF Trust ETFs	$0	$2.85 Billion 1.94% of portfolio	4,856	Q4 2024 Added 42.82%
GOOGL Alphabet Inc. Communication Services	$1.1T	$2.6 Billion 1.77% of portfolio	13,713	Q4 2024 Added 1.34%
CGW Invesco ETF Tr Ii S&P Global W ETFs	$0	$2.55 Billion 1.74% of portfolio	46,973	Q4 2024 Added 0.71%
BRK-B Berkshire Hathaway Inc Class B Financial Services	$615B	$2.53 Billion 1.73% of portfolio	5,581	Q4 2024 Added 0.52%
IAU Ishares Gold Trust ETFs	$46.4B	$2.52 Billion 1.72% of portfolio	50,889	Q2 2024 New
BIV Vanguard Bd Index Fd Inc Inter ETFs	$0	$2.16 Billion 1.47% of portfolio	28,917	Q4 2024 Added 7.11%
WOOD Ishares Global Timber & Forest	-	$2.06 Billion 1.41% of portfolio	-	Q4 2024 Added 2.49%
SPHD Invesco ETF Tr Ii S&P 500 High ETFs	$0	$1.92 Billion 1.31% of portfolio	39,649	Q4 2024 Added 10.04%
VEA Vanguard Ftse Developed Market ETFs	$0	$1.73 Billion 1.18% of portfolio	36,202	Q4 2024 Added 5.52%
GNR Spdr S&P Global Natural Resour ETFs	$0	$1.72 Billion 1.17% of portfolio	34,504	Q4 2024 Reduced 12.88%
NVDA Nvidia Corp Technology	$331B	$1.47 Billion 1.01% of portfolio	10,975	Q4 2024 Added 9.01%
INTC Intel Corp Technology	$86.1B	$1.45 Billion 0.99% of portfolio	72,314	Q4 2024 New
V Visa Inc. Financial Services	$573B	$1.31 Billion 0.89% of portfolio	4,137	Q4 2024 Added 43.25%
SCHX Schwab Strategic Tr Us Large C ETFs	$0	$1.12 Billion 0.76% of portfolio	48,231	Q4 2024 Added 192.26%
TSLA Tesla, Inc. Consumer Cyclical	$1.04T	$1.12 Billion 0.76% of portfolio	2,768	Q4 2024 Reduced 1.18%
ETR Entergy Corp Utilities	$16.7B	$1.05 Billion 0.72% of portfolio	13,825	Q4 2024 Added 60.66%
XLF Financial Sector Spdr ETFs	$0	$1.05 Billion 0.72% of portfolio	21,798	Q4 2024 Reduced 0.52%
META Meta Platforms, Inc. Communication Services	$1.62T	$1.05 Billion 0.72% of portfolio	1,794	Q4 2024 Added 14.78%
VOO Vanguard Index Fds S&P 500 ETF ETFs	$0	$1 Billion 0.68% of portfolio	1,862	Q4 2024 Reduced 5.58%
VZ Verizon Communications Inc Communication Services	$170B	$1 Billion 0.68% of portfolio	25,018	Q4 2024 Added 3.73%
BILS Spdr Bloomberg 3 12 Month T Bi ETFs	$0	$990 Million 0.67% of portfolio	9,980	Q4 2024 Added 2.52%
XLV Select Sector Spdr Fund Health ETFs	$0	$964 Million 0.66% of portfolio	7,009	Q4 2024 Added 12.2%
Sei Select International Equity ETF	-	$952 Million 0.65% of portfolio	-	Q4 2024 New
VYM Vanguard Whitehall Fds (Vangua ETFs	$0	$952 Million 0.65% of portfolio	7,460	Q4 2024 Added 1.14%
SPAB Spdr Portfolio Aggregate Bond ETFs	$0	$930 Million 0.63% of portfolio	37,227	Q4 2024 Reduced 25.11%
ORI Old Republic International Corp Financial Services	$11.2B	$907 Million 0.62% of portfolio	25,056	Q4 2024 Reduced 0.14%
XLE Energy Sector Spdr ETFs	$0	$911 Million 0.62% of portfolio	10,639	Q4 2024 Reduced 21.2%
DFAX Dimensional ETF Tr	$0	$885 Million 0.6% of portfolio	35,603	Q4 2024 Reduced 17.39%
PFE Pfizer Inc Healthcare	$143B	$827 Million 0.56% of portfolio	31,161	Q4 2024 Added 14.16%
XLU Utilities Sector Spdr ETFs	$0	$806 Million 0.55% of portfolio	10,648	Q4 2024 Added 4.54%
GILD Gilead Sciences, Inc. Healthcare	$120B	$785 Million 0.54% of portfolio	8,501	Q4 2024 Added 3.61%
IBM International Business Machines Corp Technology	$228B	$780 Million 0.53% of portfolio	3,549	Q4 2024 Added 2.45%
TIPX Spdr Bloomberg 1 10 Year Tips ETFs	$0	$757 Million 0.52% of portfolio	40,946	Q4 2024 Added 21.37%
CVX Chevron Corp Energy	$308B	$728 Million 0.5% of portfolio	5,026	Q4 2024 Added 1.72%
VWO Vanguard Ftse Emerging Mkts Et ETFs	$0	$731 Million 0.5% of portfolio	16,608	Q4 2024 Reduced 0.27%
SOXX Ishares Semiconductor ETF ETFs	$0	$721 Million 0.49% of portfolio	3,347	Q4 2024 Added 0.15%
GOOG Alphabet Inc. Communication Services	$1.14T	$698 Million 0.48% of portfolio	3,666	Q4 2024 Added 5.86%

Summary

Portfolio
No. of Stocks 299
Current Value $147 Billion
Prior Value $139 Billion
Filing
Period Q4 2024
Filing Date February 11, 2025
Form Type 13F-HR
Activity in Q4 2024
New Purchases 10 stocks
Additional Purchases 93 stocks
Sold out of 0 stocks
Reduced holdings in 37 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