Lynx Investment Advisory Purchases in Q2 2025

Lynx Investment Advisory

  • $153 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
WMT
Walmart Inc.

Consumer Defensive
80
+ 1.99%
$81.79 - $99.98 $6.54K - $8K
4.09K $400M
CFG
Citizens Financial Group Inc

Financial Services
243
+ 2.79%
$34.27 - $44.75 $8.33K - $10.9K
8.96K $401M
KOMP
Spdr S&P Kensho New Economies

ETFs
13
+ 0.24%
$40.86 - $54.38 $531 - $707
5.47K $297M
XLU
Utilities Sector Spdr

ETFs
81
+ 0.65%
$73.09 - $82.77 $5.92K - $6.7K
12.5K $1.02B
TROW
Price T Rowe Group Inc

Financial Services
166
+ 3.18%
$80.27 - $98.06 $13.3K - $16.3K
5.39K $520M
TIPX
Spdr Bloomberg 1 10 Year Tips

ETFs
2.18K
+ 4.77%
$18.83 - $19.22 $41K - $41.8K
47.7K $914M
BIV
Vanguard Bd Index Fd Inc Inter

ETFs
219
+ 0.75%
$75.05 - $77.34 $16.4K - $16.9K
29.2K $2.26B
BAC
Bank Of America Corp

Financial Services
42
+ 0.65%
$34.39 - $47.46 $1.44K - $1.99K
6.53K $309M
IVV
Ishares Core S&P 500 ETF

ETFs
2
+ 0.33%
$498.8 - $620.9 $998 - $1.24K
613 $381M
CSCO
Cisco Systems, Inc.

Technology
18
+ 0.38%
$53.19 - $69.38 $957 - $1.25K
4.71K $327M
F
Ford Motor CO

Consumer Cyclical
830
+ 2.63%
$8.69 - $10.85 $7.21K - $9.01K
32.3K $351M
PYPL
Pay Pal Holdings, Inc.

Financial Services
15
+ 0.42%
$57.41 - $74.81 $861 - $1.12K
3.57K $265M
IEMG
Ishares Inc

ETFs
56
+ 1.19%
N/A
4.77K $286M
UBSI
United Bankshares Inc

Financial Services
356
+ 3.45%
$31.5 - $37.32 $11.2K - $13.3K
10.7K $389M
IEFA
Ishares Tr

ETFs
32
+ 1.03%
$67.83 - $84.09 $2.17K - $2.69K
3.14K $262M
BNDX
Vanguard Total International B

ETFs
436
+ 6.52%
$48.77 - $49.55 $21.3K - $21.6K
7.13K $353M
SCHV
Schwab Strategic Tr Us Large C

ETFs
288
+ 1.73%
$23.55 - $27.67 $6.78K - $7.97K
16.9K $468M
SPAB
Spdr Portfolio Aggregate Bond

ETFs
911
+ 2.44%
$24.98 - $25.66 $22.8K - $23.4K
38.3K $981M
ZION
Zions Bancorporation, National Association

Financial Services
213
+ 3.46%
$41.39 - $51.94 $8.82K - $11.1K
6.37K $331M
IXJ
Ishares Global Healthcare ETF

ETFs
438
+ 14.25%
$82.3 - $90.02 $36K - $39.4K
3.51K $302M
SPHY
Spdr Ser Tr Spdr Portfolio Hig

ETFs
710
+ 6.24%
$22.4 - $23.8 $15.9K - $16.9K
12.1K $288M
INDA
Ishares Msci India Index Fund

ETFs
49
+ 1.12%
$49.13 - $55.86 $2.41K - $2.74K
4.44K $247M
SEIQ
Sei Exchange Traded Fds Ehned

ETFs
57
+ 0.75%
$31.4 - $37.18 $1.79K - $2.12K
7.65K $284M
COST
Costco Wholesale Corp

Consumer Defensive
1
+ 0.29%
$908.13 - $1056.85 $908 - $1.06K
342 $338M
SCHP
Schwab Strategic Us Tips ETF

ETFs
673
+ 5.5%
$26.18 - $26.93 $17.6K - $18.1K
12.9K $344M
QUS
Spdr Ser Tr Msci Usa Strategic

ETFs
11
+ 0.58%
$140.84 - $163.09 $1.55K - $1.79K
1.91K $312M
CMA
Comerica Inc

Financial Services
163
+ 3.28%
$50.42 - $59.65 $8.22K - $9.72K
5.14K $306M
SPYV
Spdr Portfolio S&P 500 Value E

ETFs
39
+ 0.49%
$45.11 - $52.34 $1.76K - $2.04K
7.92K $415M
ORI
Old Republic International Corp

Financial Services
575
+ 3.77%
$35.25 - $39.79 $20.3K - $22.9K
15.8K $609M
VTIP
Vanguard Sht Trm Inflt Prot Fd

ETFs
140
+ 2.03%
$49.57 - $50.27 $6.94K - $7.04K
7.03K $354M
MRK
Merck & Co., Inc.

Healthcare
563
+ 16.52%
$73.47 - $87.12 $41.4K - $49K
3.97K $314M
VTV
Vanguard Value ETF

ETFs
3
+ 0.2%
$153.67 - $176.74 $461 - $530
1.5K $265M
PFE
Pfizer Inc

Healthcare
2.43K
+ 5.09%
$21.59 - $24.84 $52.5K - $60.4K
50.2K $1.22B
SCHO
Schwab Short Term Us Treasury

ETFs
193
+ 2.13%
$24.19 - $24.45 $4.67K - $4.72K
9.26K $226M
TDTT
Flexshares Tr Iboxx 3 Yr Targe

ETFs
320
+ 0.98%
$23.96 - $24.41 $7.67K - $7.81K
33.1K $803M
OGE
Oge Energy Corp.

Utilities
891
+ 3.72%
$42.23 - $46.38 $37.6K - $41.3K
24.8K $1.1B
HD
Home Depot, Inc.

Consumer Cyclical
4
+ 0.5%
$335.24 - $380.78 $1.34K - $1.52K
807 $296M
DFIP
Dimensional ETF Tr Inflation P

ETFs
82
+ 1.07%
$41.11 - $42.42 $3.37K - $3.48K
7.77K $325M
NXST
Nexstar Media Group, Inc.

Communication Services
66
+ 3.81%
$144.68 - $181.86 $9.55K - $12K
1.8K $311M
WM
Waste Management Inc

Industrials
6
+ 0.44%
$216.47 - $242.1 $1.3K - $1.45K
1.36K $310M
VZ
Verizon Communications Inc

Communication Services
826
+ 4.1%
$41.67 - $45.62 $34.4K - $37.7K
21K $908M
SHEL
Shell PLC

Energy
23
+ 0.46%
$59.75 - $73.05 $1.37K - $1.68K
5.02K $353M
VHT
Vanguard Health Care ETF

ETFs
3
+ 0.31%
$236.71 - $261.92 $710 - $786
967 $240M
BBY
Best Buy CO Inc

Consumer Cyclical
148
+ 3.48%
$56.17 - $75.73 $8.31K - $11.2K
4.4K $295M
IPG
Interpublic Group Of Companies, Inc.

Communication Services
452
+ 4.12%
$22.66 - $26.12 $10.2K - $11.8K
11.4K $280M
FAF
First American Financial Corp

Financial Services
338
+ 3.56%
$54.11 - $67.0 $18.3K - $22.6K
9.83K $603M
PG
Procter & Gamble CO

Consumer Defensive
15
+ 0.56%
$157.66 - $172.39 $2.36K - $2.59K
2.71K $432M
CHRD
Oasis Petroleum Inc.

Energy
99
+ 3.6%
$82.03 - $113.54 $8.12K - $11.2K
2.85K $276M
APA
Apa Corp

Energy
1.01K
+ 5.13%
$14.03 - $21.24 $14.2K - $21.5K
20.8K $380M
Activity Summary
Buys All Purchases 109 New Holdings 10 Increased Positions 99 Sells All Sells 35 Reductions 35 Sold out 0 Options Calls 0 Puts 0
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