Lynx Investment Advisory Portfolio Holdings

Lynx Investment Advisory

  • $139 Billion
  • Q3 2024

Lynx Investment Advisory has filed its 13F form on November 04, 2024 for Q3 2024 where it was disclosed a total value porftolio of $139 Billion distributed in 277 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 $9.25B, Ishares Core S&P Mid Cap ETF with a value of $6.55B, Apple Inc. with a value of $6.03B, Proshares S&P 500 Dividend Ari with a value of $4.47B, and Dimensional ETF Tr with a value of $4.1B.

Examining the 13F form we can see an increase of $3.88B in the current position value, from $135B to 139B.

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 $139 Billion
ETFs: $86.5 Billion
Financial Services: $14.4 Billion
Technology: $13.8 Billion
Communication Services: $5.54 Billion
Consumer Cyclical: $5.32 Billion
Healthcare: $3.38 Billion
Energy: $2.01 Billion
Utilities: $1.6 Billion
Other: $2.9 Billion

Stock Holdings Table Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$98.4B
$308 Million 0.22% of portfolio
2,256
Q3 2024 Reduced 2.17%
$427B
$303 Million 0.22% of portfolio
341
Q3 2024 Added 10.71%
$142B
$288 Million 0.21% of portfolio
2,733
Q3 2024 Added 7.51%
$4.27B
$292 Million 0.21% of portfolio
24,441
Q3 2024 Added 0.32%
$9.31B
$288 Million 0.21% of portfolio
4,804
Q3 2024 Added 0.21%
$27.4B
$279 Million 0.2% of portfolio
2,906
Q3 2024 Added 0.24%
$92.1B
$278 Million 0.2% of portfolio
1,338
Q3 2024 Added 2.29%
$142B
$259 Million 0.19% of portfolio
443
Q3 2024 Added 28.78%
$173B
$263 Million 0.19% of portfolio
4,076
Q3 2024 Reduced 0.37%
$100B
$245 Million 0.18% of portfolio
3,140
Q3 2024 Added 156.33%
$11.7B
$251 Million 0.18% of portfolio
1,205
Q2 2024 New
$136B
$246 Million 0.18% of portfolio
1,883
Q3 2024 Added 2.06%
$240B
$235 Million 0.17% of portfolio
4,419
Q3 2024 Added 5.64%
$176B
$233 Million 0.17% of portfolio
1,370
Q3 2024 Added 9.25%
$203B
$217 Million 0.16% of portfolio
2,786
Q3 2024 Added 3.96%
$23.1B
$210 Million 0.15% of portfolio
6,197
Q3 2024 Added 10,059.02%
$76.2B
$201 Million 0.14% of portfolio
3,194
Q3 2024 Reduced 7.07%
$3.22B
$18.6 Million 0.01% of portfolio
15,000
Q2 2024 New

Summary

  • Portfolio
  • No. of Stocks 277
  • Current Value $139 Billion
  • Prior Value $135 Billion
  • Filing
  • Period Q3 2024
  • Filing Date November 04, 2024
  • Form Type 13F-HR
  • Activity in Q3 2024
  • New Purchases 0 stocks
  • Additional Purchases 118 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 18 stocks
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