Lynx Investment Advisory Portfolio Holdings by Sector
Lynx Investment Advisory
- $153 Billion
- Q2 2025
| Industry | Value | Buys | Sells | New Positions | Closed Positions | Options |
|---|---|---|---|---|---|---|
|
ETFs | ETFs
SPHQ IJH IGRO NOBL DFAI GLD GLDM FGD 74 stocks |
$92.2 Million
62.88% of portfolio
|
48
|
24
|
7
|
- |
0
Calls
0
Puts
|
|
Software—Infrastructure | Technology
MSFT PLTR ORCL 3 stocks |
$5.7 Million
3.89% of portfolio
|
3
|
- | - | - |
0
Calls
0
Puts
|
|
Consumer Electronics | Technology
AAPL 1 stocks |
$5.32 Million
3.63% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Credit Services | Financial Services
MA V PYPL 3 stocks |
$4.86 Million
3.31% of portfolio
|
2
|
1
|
- | - |
0
Calls
0
Puts
|
|
Internet Content & Information | Communication Services
GOOGL META GOOG 3 stocks |
$4.56 Million
3.11% of portfolio
|
3
|
- | - | - |
0
Calls
0
Puts
|
|
Banks—Regional | Financial Services
HBAN PNC RF CFG UBSI USB ZION CMA 8 stocks |
$3.42 Million
2.33% of portfolio
|
8
|
- | - | - |
0
Calls
0
Puts
|
|
Insurance—Diversified | Financial Services
BRK-B ORI 2 stocks |
$3.29 Million
2.24% of portfolio
|
2
|
- | - | - |
0
Calls
0
Puts
|
|
Internet Retail | Consumer Cyclical
AMZN 1 stocks |
$3.24 Million
2.21% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Oil & Gas E&P | Energy
COP DVN FANG APA CHRD 5 stocks |
$2.54 Million
1.73% of portfolio
|
5
|
- | - | - |
0
Calls
0
Puts
|
|
Semiconductors | Technology
NVDA AMD 2 stocks |
$2.15 Million
1.47% of portfolio
|
1
|
1
|
- | - |
0
Calls
0
Puts
|
|
Drug Manufacturers—General | Healthcare
PFE ABBV MRK 3 stocks |
$1.9 Million
1.3% of portfolio
|
3
|
- | - | - |
0
Calls
0
Puts
|
|
Asset Management | Financial Services
JHG TROW KKR BEN 4 stocks |
$1.84 Million
1.26% of portfolio
|
3
|
1
|
1
|
- |
0
Calls
0
Puts
|
|
Oil & Gas Integrated | Energy
CVX SHEL TTE 3 stocks |
$1.52 Million
1.04% of portfolio
|
2
|
- | - | - |
0
Calls
0
Puts
|
|
Auto Manufacturers | Consumer Cyclical
TSLA F 2 stocks |
$1.17 Million
0.8% of portfolio
|
1
|
1
|
- | - |
0
Calls
0
Puts
|
|
Utilities—Regulated Electric | Utilities
OGE 1 stocks |
$1.1 Million
0.75% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Banks—Diversified | Financial Services
JPM BAC 2 stocks |
$1.09 Million
0.75% of portfolio
|
2
|
- | - | - |
0
Calls
0
Puts
|
|
Insurance—Specialty | Financial Services
FAF FNF 2 stocks |
$1.09 Million
0.74% of portfolio
|
2
|
- | - | - |
0
Calls
0
Puts
|
|
Information Technology Services | Technology
IBM 1 stocks |
$1.03 Million
0.7% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Entertainment | Communication Services
NFLX NXST 2 stocks |
$1 Million
0.68% of portfolio
|
1
|
1
|
- | - |
0
Calls
0
Puts
|
|
Telecom Services | Communication Services
VZ 1 stocks |
$907,808
0.62% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Software—Application | Technology
UBER 1 stocks |
$870,956
0.59% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Utilities—Diversified | Utilities
AES 1 stocks |
$816,712
0.56% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Discount Stores | Consumer Defensive
WMT COST 2 stocks |
$738,372
0.5% of portfolio
|
2
|
- | - | - |
0
Calls
0
Puts
|
|
Packaging & Containers | Consumer Cyclical
IP 1 stocks |
$457,332
0.31% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
$431,849
0.29% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
|
Farm & Heavy Construction Machinery | Industrials
CAT 1 stocks |
$401,310
0.27% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Communication Equipment | Technology
CSCO 1 stocks |
$326,823
0.22% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Capital Markets | Financial Services
GS 1 stocks |
$310,708
0.21% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Waste Management | Industrials
WM 1 stocks |
$309,944
0.21% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Closed-End Fund - Equity | ETFs
IXJ 1 stocks |
$302,299
0.21% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Home Improvement Retail | Consumer Cyclical
HD 1 stocks |
$295,712
0.2% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Specialty Retail | Consumer Cyclical
BBY 1 stocks |
$295,232
0.2% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Advertising Agencies | Communication Services
IPG 1 stocks |
$279,792
0.19% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Healthcare Plans | Healthcare
UNH 1 stocks |
$243,126
0.17% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Specialty Industrial Machinery | Industrials
GE 1 stocks |
$223,173
0.15% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Engineering & Construction | Industrials
FLR 1 stocks |
$205,080
0.14% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
REIT—Specialty | Real Estate
WY 1 stocks |
$203,722
0.14% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|