Lynx Investment Advisory Purchases in Q3 2024

Lynx Investment Advisory

  • $139 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
SPHQ
Invesco Exchange Traded Fd Tr

ETFs
31.7K
+ 29.9%
$61.47 - $67.36 $1.95M - $2.13M
138K $9.25B
IJH
Ishares Core S&P Mid Cap ETF

ETFs
8.44K
+ 8.72%
$57.32 - $62.65 $484K - $529K
105K $6.55B
IGRO
Ishares Tr International Divid

ETFs
6.49K
+ 13.83%
$66.7 - $75.25 $433K - $488K
53.4K $3.98B
AAPL
Apple Inc.

Technology
975
+ 3.92%
$207.23 - $234.82 $202K - $229K
25.9K $6.03B
NOBL
Proshares S&P 500 Dividend Ari

ETFs
3K
+ 7.7%
$95.1 - $106.76 $285K - $320K
41.9K $4.47B
GLDM
World Gold Trust

ETFs
5.32K
+ 8.5%
$46.2 - $53.01 $246K - $282K
67.9K $3.54B
GLD
Spdr Gold Trust

ETFs
553
+ 3.56%
$215.56 - $246.98 $119K - $137K
16.1K $3.91B
BIV
Vanguard Bd Index Fd Inc Inter

ETFs
5.84K
+ 27.6%
$74.26 - $78.84 $434K - $460K
27K $2.12B
DFAI
Dimensional ETF Tr

ETFs
7.21K
+ 5.92%
$28.69 - $32.06 $207K - $231K
129K $4.1B
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
822
+ 71.48%
$475.2 - $527.7 $391K - $434K
1.97K $1.04B
MA
Mastercard Inc

Financial Services
183
+ 3.16%
$429.6 - $500.99 $78.6K - $91.7K
5.97K $2.95B
FGD
First Tr Exchange Trd Fd Ii Fi

ETFs
1.27K
+ 0.78%
$22.11 - $24.64 $28.2K - $31.4K
164K $4B
GNR
Spdr S&P Global Natural Resour

ETFs
5.07K
+ 14.69%
$53.02 - $57.84 $269K - $293K
39.6K $2.28B
XLU
Utilities Sector Spdr

ETFs
3.32K
+ 48.38%
$67.67 - $80.78 $225K - $268K
10.2K $823M
SPAB
Spdr Portfolio Aggregate Bond

ETFs
11.8K
+ 31.07%
$24.86 - $26.33 $293K - $310K
49.7K $1.3B
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
90
+ 1.65%
$405.19 - $478.57 $36.5K - $43.1K
5.55K $2.56B
VCIT
Vanguard Intermediate Term Cor

ETFs
3.13K
+ 594.12%
$79.29 - $84.02 $248K - $263K
3.66K $306M
IXC
Ishares Tr Global Energy ETF

ETFs
6.6K
+ 75.43%
$38.94 - $42.35 $257K - $279K
15.3K $621M
DFAE
Dimensional ETF Tr

ETFs
8.54K
+ 71.32%
$24.46 - $27.82 $209K - $237K
20.5K $562M
SPHD
Invesco ETF Tr Ii S&P 500 High

ETFs
316
+ 0.88%
$44.07 - $50.57 $13.9K - $16K
36K $1.82B
IBM
International Business Machines Corp

Technology
331
+ 10.56%
$175.1 - $223.38 $58K - $73.9K
3.46K $766M
META
Meta Platforms, Inc.

Communication Services
233
+ 17.52%
$453.41 - $572.44 $106K - $133K
1.56K $895M
MSFT
Microsoft Corp

Technology
832
+ 10.05%
$395.15 - $467.56 $329K - $389K
9.11K $3.92B
VIG
Vanguard Dividend Appreciation

ETFs
1.05K
+ 157.36%
$182.15 - $182.15 $191K - $191K
1.71K $339M
ETR
Entergy Corp

Utilities
12
+ 0.14%
$104.75 - $131.61 $1.26K - $1.58K
8.61K $1.13B
WY
Weyerhaeuser CO

Real Estate
6.14K
+ 10059.02%
$27.05 - $33.84 $166K - $208K
6.2K $210M
VEA
Vanguard Ftse Developed Market

ETFs
1.82K
+ 5.6%
$47.6 - $53.31 $86.5K - $96.9K
34.3K $1.81B
MUB
Ishares National Muni Bond ETF

ETFs
1.78K
+ 96.26%
$106.13 - $108.7 $188K - $193K
3.62K $393M
BSV
Vanguard Bd Index Fd Inc Short

ETFs
2.33K
+ 217.07%
$76.38 - $78.87 $178K - $184K
3.4K $267M
TSLA
Tesla, Inc.

Consumer Cyclical
11
+ 0.39%
$191.76 - $263.26 $2.11K - $2.9K
2.8K $733M
PYPL
Pay Pal Holdings, Inc.

Financial Services
1.92K
+ 156.33%
$57.22 - $80.08 $110K - $153K
3.14K $245M
AMZN
Amazon Com Inc

Consumer Cyclical
1.42K
+ 10.55%
$161.02 - $200.0 $229K - $285K
14.9K $2.78B
NVDA
Nvidia Corp

Technology
1.45K
+ 16.8%
$98.91 - $134.91 $143K - $195K
10.1K $1.22B
TDTT
Flexshares Tr Iboxx 3 Yr Targe

ETFs
5.4K
+ 17.25%
$23.43 - $24.12 $127K - $130K
36.7K $883M
AMD
Advanced Micro Devices Inc

Technology
860
+ 70.2%
$128.67 - $183.96 $111K - $158K
2.09K $342M
XLF
Financial Sector Spdr

ETFs
1.02K
+ 4.89%
$40.84 - $45.74 $41.7K - $46.7K
21.9K $993M
ORI
Old Republic International Corp

Financial Services
30
+ 0.12%
$29.89 - $35.9 $897 - $1.08K
25.1K $889M
BBY
Best Buy CO Inc

Consumer Cyclical
78
+ 1.43%
$80.23 - $103.29 $6.26K - $8.06K
5.53K $571M
XLV
Select Sector Spdr Fund Health

ETFs
398
+ 6.8%
$143.3 - $157.24 $57K - $62.6K
6.25K $962M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
855
+ 5.41%
$41.9 - $48.26 $35.8K - $41.3K
16.7K $797M
FNF
Fidelity National Financial, Inc.

Financial Services
10
+ 0.13%
$48.08 - $62.04 $481 - $620
7.93K $492M
LMT
Lockheed Martin Corp

Industrials
99
+ 28.78%
$460.3 - $584.56 $45.6K - $57.9K
443 $259M
VZ
Verizon Communications Inc

Communication Services
223
+ 0.93%
$38.89 - $45.0 $8.67K - $10K
24.1K $1.08B
UNH
Unitedhealth Group Inc

Healthcare
59
+ 7.19%
$488.01 - $604.18 $28.8K - $35.6K
880 $514M
SCHX
Schwab Strategic Tr Us Large C

ETFs
560
+ 3.51%
$61.11 - $67.85 $34.2K - $38K
16.5K $1.12B
IDEV
Ishares Core Msci Intl Develop

ETFs
1.19K
+ 58.97%
$63.46 - $71.43 $75.3K - $84.8K
3.2K $227M
BNDX
Vanguard Total International B

ETFs
1.65K
+ 26.98%
$48.42 - $50.35 $80K - $83.2K
7.78K $391M
JNJ
Johnson & Johnson

Healthcare
423
+ 29.46%
$145.48 - $167.38 $61.5K - $70.8K
1.86K $301M
FAF
First American Financial Corp

Financial Services
9
+ 0.12%
$52.48 - $67.02 $472 - $603
7.38K $487M
Activity Summary
Buys All Purchases 118 New Holdings 0 Increased Positions 118 Sells All Sells 18 Reductions 18 Sold out 0 Options Calls 0 Puts 0
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