Lynx Investment Advisory Purchases in Q4 2024

Lynx Investment Advisory

  • $147 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
IVV
Ishares Core S&P 500 ETF

ETFs
8
+ 1.19%
$570.51 - $610.59 $4.56K - $4.88K
681 $401M
KOMP
Spdr S&P Kensho New Economies

ETFs
22
+ 0.36%
$48.59 - $54.76 $1.07K - $1.2K
6.2K $315M
ABBV
Abb Vie Inc.

Healthcare
248
+ 14.49%
$164.99 - $203.87 $40.9K - $50.6K
1.96K $348M
CMA
Comerica Inc

Financial Services
10
+ 0.21%
$57.88 - $72.73 $579 - $727
4.81K $298M
BIL
Spdr Bloomberg 1 3 Month T Bil

ETFs
116
+ 4.02%
$91.29 - $91.8 $10.6K - $10.6K
3K $274M
KEY
Keycorp

Financial Services
38
+ 0.17%
$16.21 - $19.97 $616 - $759
21.8K $374M
VV
Vanguard Large Cap ETF

ETFs
6
+ 0.62%
$260.27 - $280.65 $1.56K - $1.68K
970 $262M
VYM
Vanguard Whitehall Fds (Vangua

ETFs
84
+ 1.14%
$126.68 - $134.74 $10.6K - $11.3K
7.46K $952M
UBSI
United Bankshares Inc

Financial Services
11
+ 0.09%
$35.53 - $43.29 $391 - $476
12.5K $470M
SEIQ
Sei Exchange Traded Fds Ehned

ETFs
141
+ 1.85%
$34.1 - $36.82 $4.81K - $5.19K
7.77K $272M
SPHY
Spdr Ser Tr Spdr Portfolio Hig

ETFs
476
+ 3.86%
$23.29 - $23.93 $11.1K - $11.4K
12.8K $301M
XLV
Select Sector Spdr Fund Health

ETFs
762
+ 12.2%
$136.28 - $154.74 $104K - $118K
7.01K $964M
JNJ
Johnson & Johnson

Healthcare
229
+ 12.32%
$143.34 - $165.86 $32.8K - $38K
2.09K $302M
CVX
Chevron Corp

Energy
85
+ 1.72%
$141.15 - $162.53 $12K - $13.8K
5.03K $728M
BNDX
Vanguard Total International B

ETFs
198
+ 2.54%
$48.91 - $50.61 $9.68K - $10K
7.98K $391M
PPA
Invesco Exchange Traded Fd Tr

ETFs
5
+ 0.24%
$113.79 - $124.5 $569 - $623
2.06K $236M
BSV
Vanguard Bd Index Fd Inc Short

ETFs
46
+ 1.35%
$77.02 - $78.58 $3.54K - $3.61K
3.45K $266M
SCHX
Schwab Strategic Tr Us Large C

ETFs
31.7K
+ 192.26%
$22.4 - $68.28 $711K - $2.17M
48.2K $1.12B
QUS
Spdr Ser Tr Msci Usa Strategic

ETFs
16
+ 0.85%
$154.42 - $163.91 $2.47K - $2.62K
1.9K $294M
VIG
Vanguard Dividend Appreciation

ETFs
5
+ 0.29%
N/A
1.72K $337M
VTIP
Vanguard Sht Trm Inflt Prot Fd

ETFs
65
+ 0.9%
$48.33 - $49.08 $3.14K - $3.19K
7.27K $352M
FAF
First American Financial Corp

Financial Services
338
+ 4.58%
$61.55 - $70.63 $20.8K - $23.9K
7.72K $482M
WM
Waste Management Inc

Industrials
6
+ 0.45%
$201.79 - $228.46 $1.21K - $1.37K
1.34K $271M
BND
Vanguard Bd Index Fd Inc Total

ETFs
50
+ 1.24%
$71.75 - $75.11 $3.59K - $3.76K
4.09K $294M
SPYV
Spdr Portfolio S&P 500 Value E

ETFs
53
+ 0.68%
$51.09 - $55.27 $2.71K - $2.93K
7.86K $402M
IDEV
Ishares Core Msci Intl Develop

ETFs
146
+ 4.56%
$64.18 - $70.42 $9.37K - $10.3K
3.35K $216M
DFIP
Dimensional ETF Tr Inflation P

ETFs
49
+ 0.65%
$40.31 - $42.43 $1.98K - $2.08K
7.58K $307M
SCHO
Schwab Short Term Us Treasury

ETFs
4.37K
+ 92.96%
$24.06 - $48.88 $105K - $214K
9.08K $218M
VCIT
Vanguard Intermediate Term Cor

ETFs
8
+ 0.22%
$80.13 - $83.77 $641 - $670
3.67K $294M
SCHA
Schwab Strategic Tr Us Small C

ETFs
8.68K
+ 93.06%
$25.33 - $51.16 $220K - $444K
18K $466M
XLU
Utilities Sector Spdr

ETFs
462
+ 4.54%
$74.89 - $82.93 $34.6K - $38.3K
10.6K $806M
IEMG
Ishares Inc

ETFs
45
+ 1.09%
N/A
4.17K $218M
F
Ford Motor CO

Consumer Cyclical
75
+ 0.24%
$9.69 - $11.4 $727 - $855
30.9K $306M
IXJ
Ishares Global Healthcare ETF

ETFs
134
+ 4.57%
$85.65 - $98.34 $11.5K - $13.2K
3.06K $263M
INDA
Ishares Msci India Index Fund

ETFs
38
+ 0.85%
$52.64 - $58.16 $2K - $2.21K
4.52K $238M
VHT
Vanguard Health Care ETF

ETFs
8
+ 0.84%
$250.81 - $283.3 $2.01K - $2.27K
961 $244M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
29
+ 0.52%
$442.29 - $483.08 $12.8K - $14K
5.58K $2.53B
DFAI
Dimensional ETF Tr

ETFs
10.5K
+ 8.15%
$29.0 - $31.6 $305K - $332K
140K $4.07B
MRK
Merck & Co., Inc.

Healthcare
136
+ 4.64%
$96.31 - $114.76 $13.1K - $15.6K
3.07K $305M
WU
Western Union CO

Financial Services
347
+ 1.42%
$10.52 - $11.94 $3.65K - $4.14K
24.8K $263M
IPG
Interpublic Group Of Companies, Inc.

Communication Services
35
+ 0.33%
$27.09 - $32.06 $948 - $1.12K
10.7K $300M
FNF
Fidelity National Financial, Inc.

Financial Services
5
+ 0.06%
$55.19 - $63.83 $276 - $319
7.94K $446M
SOXX
Ishares Semiconductor ETF

ETFs
5
+ 0.15%
$211.27 - $239.8 $1.06K - $1.2K
3.35K $721M
MSFT
Microsoft Corp

Technology
58
+ 0.64%
$406.35 - $454.46 $23.6K - $26.4K
9.17K $3.86B
AMD
Advanced Micro Devices Inc

Technology
136
+ 6.52%
$118.88 - $172.8 $16.2K - $23.5K
2.22K $268M
VEA
Vanguard Ftse Developed Market

ETFs
1.9K
+ 5.52%
$47.57 - $52.44 $90.1K - $99.4K
36.2K $1.73B
VZ
Verizon Communications Inc

Communication Services
899
+ 3.73%
$39.6 - $45.21 $35.6K - $40.6K
25K $1B
ETR
Entergy Corp

Utilities
5.22K
+ 60.66%
$73.19 - $156.4 $382K - $816K
13.8K $1.05B
UBER
Uber Technologies, Inc

Technology
50
+ 0.48%
$59.93 - $86.34 $3K - $4.32K
10.4K $626M
Activity Summary
Buys All Purchases 103 New Holdings 10 Increased Positions 93 Sells All Sells 37 Reductions 37 Sold out 0 Options Calls 0 Puts 0
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