Lynx Investment Advisory Incresed Positions in Q3 2024

Lynx Investment Advisory

  • $139 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
IEMG
Ishares Inc

ETFs
1.36K
+ 49.19%
$53.64 - $53.64 $73K - $73K
4.13K $237M
PNC
Pnc Financial Services Group, Inc.

Financial Services
3
+ 0.1%
$156.14 - $187.2 $468 - $562
3.01K $555M
WMT
Walmart Inc.

Consumer Defensive
502
+ 14.65%
$66.91 - $81.4 $33.6K - $40.9K
3.93K $317M
CAT
Caterpillar Inc

Industrials
66
+ 6.53%
$316.8 - $391.12 $20.9K - $25.8K
1.08K $421M
RF
Regions Financial Corp

Financial Services
24
+ 0.1%
$19.51 - $23.42 $468 - $562
23.4K $545M
VYM
Vanguard Whitehall Fds (Vangua

ETFs
23
+ 0.31%
$117.9 - $128.2 $2.71K - $2.95K
7.38K $946M
DFAX
Dimensional ETF Tr
2
+ 0.0%
$24.29 - $27.25 $48.6 - $54.5
43.1K $1.16B
VTIP
Vanguard Sht Trm Inflt Prot Fd

ETFs
1.27K
+ 21.42%
$48.06 - $49.39 $61.1K - $62.8K
7.21K $355M
SCHA
Schwab Strategic Tr Us Small C

ETFs
618
+ 7.09%
$46.9 - $51.96 $29K - $32.1K
9.33K $480M
SEIM
Sei Exchange Traded Fds Enhncd

ETFs
645
+ 4.33%
$31.02 - $36.12 $20K - $23.3K
15.5K $562M
HD
Home Depot, Inc.

Consumer Cyclical
85
+ 19.19%
$333.64 - $405.2 $28.4K - $34.4K
528 $214M
OGE
Oge Energy Corp.

Utilities
19
+ 0.17%
$35.12 - $41.18 $667 - $782
11.4K $466M
VTV
Vanguard Value ETF

ETFs
233
+ 18.08%
$159.75 - $174.57 $37.2K - $40.7K
1.52K $266M
UBSI
United Bankshares Inc

Financial Services
12
+ 0.1%
$31.56 - $39.32 $379 - $472
12.5K $464M
SEIV
Sei Exchange Traded Fds Enhanc

ETFs
908
+ 5.82%
$29.78 - $32.95 $27K - $29.9K
16.5K $544M
KEY
Keycorp

Financial Services
82
+ 0.38%
$13.95 - $17.34 $1.14K - $1.42K
21.8K $365M
ORCL
Oracle Corp

Technology
6
+ 0.32%
$125.9 - $170.35 $755 - $1.02K
1.89K $322M
SPHY
Spdr Ser Tr Spdr Portfolio Hig

ETFs
1.97K
+ 19.03%
$23.04 - $24.06 $45.4K - $47.4K
12.3K $297M
MRK
Merck & Co., Inc.

Healthcare
669
+ 29.6%
$111.15 - $128.97 $74.4K - $86.3K
2.93K $333M
IP
International Paper CO

Consumer Cyclical
13
+ 0.14%
$42.55 - $49.98 $553 - $650
9.07K $443M
ACWV
Ishares Msci Global Min Vol Fa

ETFs
306
+ 17.89%
$104.5 - $114.97 $32K - $35.2K
2.02K $231M
CFG
Citizens Financial Group Inc

Financial Services
90
+ 0.94%
$35.24 - $43.24 $3.17K - $3.89K
9.64K $396M
KKR
Kkr & Co. Inc.

Financial Services
38
+ 2.06%
$104.51 - $133.23 $3.97K - $5.06K
1.88K $246M
HBAN
Huntington Bancshares Inc

Financial Services
34
+ 0.1%
$12.84 - $15.15 $437 - $515
33.3K $490M
SCHP
Schwab Strategic Us Tips ETF

ETFs
782
+ 13.9%
$51.58 - $53.79 $40.3K - $42.1K
6.41K $344M
JHG
Janus Henderson Group PLC

Financial Services
19
+ 0.17%
$33.55 - $38.68 $637 - $735
11.5K $439M
CMA
Comerica Inc

Financial Services
10
+ 0.21%
$49.93 - $61.49 $499 - $615
4.8K $288M
COST
Costco Wholesale Corp

Consumer Defensive
33
+ 10.71%
$801.83 - $917.05 $26.5K - $30.3K
341 $303M
PG
Procter & Gamble CO

Consumer Defensive
83
+ 2.8%
$160.76 - $177.82 $13.3K - $14.8K
3.05K $527M
ZION
Zions Bancorporation, National Association

Financial Services
7
+ 0.07%
$42.49 - $52.53 $297 - $368
9.71K $458M
CSCO
Cisco Systems, Inc.

Technology
236
+ 5.64%
$44.74 - $53.22 $10.6K - $12.6K
4.42K $235M
VUG
Vanguard Growth ETF

ETFs
54
+ 3.81%
$341.08 - $391.94 $18.4K - $21.2K
1.47K $564M
IXJ
Ishares Global Healthcare ETF

ETFs
203
+ 7.45%
$91.63 - $101.25 $18.6K - $20.6K
2.93K $288M
SPYV
Spdr Portfolio S&P 500 Value E

ETFs
41
+ 0.53%
$48.51 - $52.86 $1.99K - $2.17K
7.8K $413M
RSP
Invesco S&P 500 Equal Weight E

ETFs
103
+ 10.15%
$162.83 - $179.16 $16.8K - $18.5K
1.12K $200M
IXG
Ishares Global Fin'L ETF

ETFs
58
+ 2.13%
$83.5 - $94.75 $4.84K - $5.5K
2.78K $263M
DFE
Wisdomtree Tr Europe Smallcap

ETFs
48
+ 0.69%
$58.97 - $64.0 $2.83K - $3.07K
6.96K $442M
TIPX
Spdr Bloomberg 1 10 Year Tips

ETFs
701
+ 2.12%
$18.35 - $19.01 $12.9K - $13.3K
33.7K $639M
VGT
Vanguard Information Technolog

ETFs
34
+ 3.7%
$514.43 - $606.85 $17.5K - $20.6K
954 $559M
IPG
Interpublic Group Of Companies, Inc.

Communication Services
17
+ 0.16%
$28.08 - $32.61 $477 - $554
10.7K $338M
SEIQ
Sei Exchange Traded Fds Ehned

ETFs
397
+ 5.49%
$32.02 - $34.87 $12.7K - $13.8K
7.63K $266M
DFIP
Dimensional ETF Tr Inflation P

ETFs
366
+ 5.11%
$40.69 - $42.46 $14.9K - $15.5K
7.53K $318M
JPM
Jpmorgan Chase & CO

Financial Services
20
+ 0.8%
$194.9 - $224.8 $3.9K - $4.5K
2.52K $530M
KOMP
Spdr S&P Kensho New Economies

ETFs
93
+ 1.53%
$44.44 - $50.42 $4.13K - $4.69K
6.17K $305M
NFLX
Netflix Inc

Communication Services
5
+ 0.94%
$598.55 - $722.26 $2.99K - $3.61K
535 $379M
IVV
Ishares Core S&P 500 ETF

ETFs
3
+ 0.45%
$520.18 - $576.82 $1.56K - $1.73K
673 $388M
SCHV
Schwab Strategic Tr Us Large C

ETFs
1
+ 0.03%
$73.43 - $80.37 $73.4 - $80.4
3.1K $249M
INDA
Ishares Msci India Index Fund

ETFs
100
+ 2.28%
$54.86 - $59.22 $5.49K - $5.92K
4.49K $263M
CVX
Chevron Corp

Energy
381
+ 8.36%
$137.88 - $161.97 $52.5K - $61.7K
4.94K $728M
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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