Lynx Investment Advisory Portfolio Holdings by Sector
Lynx Investment Advisory
- $147 Billion
- Q4 2024
| Industry | Value | Buys | Sells | New Positions | Closed Positions | Options |
|---|---|---|---|---|---|---|
|
ETFs | ETFs
SPHQ IJH NOBL GLD IGRO DFAI FGD SPMD 71 stocks |
$87.6 Million
61.97% of portfolio
|
50
|
19
|
1
|
- |
0
Calls
0
Puts
|
|
Consumer Electronics | Technology
AAPL 1 stocks |
$6.61 Million
4.68% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Credit Services | Financial Services
MA V PYPL WU 4 stocks |
$4.87 Million
3.45% of portfolio
|
3
|
1
|
- | - |
0
Calls
0
Puts
|
|
Banks—Regional | Financial Services
PNC FHN RF HBAN ZION USB UBSI CFG 10 stocks |
$4.81 Million
3.4% of portfolio
|
9
|
1
|
- | - |
0
Calls
0
Puts
|
|
Software—Infrastructure | Technology
MSFT ORCL PLTR 3 stocks |
$4.57 Million
3.23% of portfolio
|
3
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Internet Content & Information | Communication Services
GOOGL META GOOG 3 stocks |
$4.34 Million
3.08% of portfolio
|
3
|
- | - | - |
0
Calls
0
Puts
|
|
Insurance—Diversified | Financial Services
BRK-B ORI 2 stocks |
$3.44 Million
2.43% of portfolio
|
1
|
1
|
- | - |
0
Calls
0
Puts
|
|
Internet Retail | Consumer Cyclical
AMZN 1 stocks |
$3.24 Million
2.3% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Semiconductors | Technology
NVDA INTC AMD 3 stocks |
$3.19 Million
2.26% of portfolio
|
3
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Drug Manufacturers—General | Healthcare
PFE GILD ABBV MRK JNJ 5 stocks |
$2.57 Million
1.82% of portfolio
|
5
|
- | - | - |
0
Calls
0
Puts
|
|
Auto Manufacturers | Consumer Cyclical
TSLA F TM 3 stocks |
$1.72 Million
1.22% of portfolio
|
2
|
1
|
1
|
- |
0
Calls
0
Puts
|
|
Utilities—Regulated Electric | Utilities
ETR OGE 2 stocks |
$1.67 Million
1.18% of portfolio
|
2
|
- | - | - |
0
Calls
0
Puts
|
|
Oil & Gas Integrated | Energy
CVX SHEL TTE 3 stocks |
$1.26 Million
0.89% of portfolio
|
1
|
2
|
- | - |
0
Calls
0
Puts
|
|
Telecom Services | Communication Services
VZ GSAT 2 stocks |
$1.03 Million
0.73% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Insurance—Specialty | Financial Services
FAF FNF 2 stocks |
$927,618
0.66% of portfolio
|
2
|
- | - | - |
0
Calls
0
Puts
|
|
Banks—Diversified | Financial Services
JPM BAC 2 stocks |
$919,447
0.65% of portfolio
|
2
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Information Technology Services | Technology
IBM 1 stocks |
$780,212
0.55% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Asset Management | Financial Services
JHG KKR 2 stocks |
$766,846
0.54% of portfolio
|
1
|
1
|
- | - |
0
Calls
0
Puts
|
|
Specialty Retail | Consumer Cyclical
BBY DKS 2 stocks |
$738,656
0.52% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Discount Stores | Consumer Defensive
WMT COST 2 stocks |
$657,097
0.47% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Oil & Gas E&P | Energy
FANG COP 2 stocks |
$635,259
0.45% of portfolio
|
- |
2
|
- | - |
0
Calls
0
Puts
|
|
Software—Application | Technology
UBER 1 stocks |
$626,423
0.44% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Packaging & Containers | Consumer Cyclical
IP 1 stocks |
$491,678
0.35% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Entertainment | Communication Services
NFLX 1 stocks |
$455,464
0.32% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
$448,423
0.32% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
|
Healthcare Plans | Healthcare
UNH 1 stocks |
$445,178
0.32% of portfolio
|
- | - | - | - |
0
Calls
0
Puts
|
|
Farm & Heavy Construction Machinery | Industrials
CAT 1 stocks |
$370,214
0.26% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Home Improvement Retail | Consumer Cyclical
HD 1 stocks |
$311,251
0.22% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Advertising Agencies | Communication Services
IPG 1 stocks |
$300,071
0.21% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Integrated Freight & Logistics | Industrials
UPS 1 stocks |
$276,391
0.2% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|
|
Communication Equipment | Technology
CSCO 1 stocks |
$271,915
0.19% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Waste Management | Industrials
WM 1 stocks |
$271,210
0.19% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Closed-End Fund - Equity | ETFs
IXJ 1 stocks |
$263,361
0.19% of portfolio
|
1
|
- | - | - |
0
Calls
0
Puts
|
|
Capital Markets | Financial Services
GS 1 stocks |
$252,403
0.18% of portfolio
|
1
|
- |
1
|
- |
0
Calls
0
Puts
|
|
Aerospace & Defense | Industrials
LMT 1 stocks |
$202,658
0.14% of portfolio
|
- |
1
|
- | - |
0
Calls
0
Puts
|