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

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$9.25 Billion 6.66% of portfolio
137,533
Q3 2024 Added 29.9%
$0
$6.55 Billion 4.72% of portfolio
105,136
Q3 2024 Added 8.72%
$3.69T
$6.03 Billion 4.34% of portfolio
25,860
Q3 2024 Added 3.92%
$0
$4.47 Billion 3.22% of portfolio
41,913
Q3 2024 Added 7.7%
$0
$4.1 Billion 2.95% of portfolio
129,016
Q3 2024 Added 5.92%
$0
$4 Billion 2.88% of portfolio
164,326
Q3 2024 Added 0.78%
$0
$3.98 Billion 2.87% of portfolio
53,401
Q3 2024 Added 13.83%
$3.11T
$3.92 Billion 2.82% of portfolio
9,108
Q3 2024 Added 10.05%
$86.2B
$3.91 Billion 2.81% of portfolio
16,066
Q3 2024 Added 3.56%
$7.87B
$3.54 Billion 2.55% of portfolio
67,921
Q3 2024 Added 8.5%
$0
$3.52 Billion 2.53% of portfolio
64,380
Q3 2024 Added 7.42%
$497B
$2.95 Billion 2.12% of portfolio
5,970
Q3 2024 Added 3.16%
$0
$2.85 Billion 2.06% of portfolio
46,642
Q3 2024 Reduced 0.69%
$2.01T
$2.78 Billion 2.0% of portfolio
14,925
Q3 2024 Added 10.55%
$620B
$2.56 Billion 1.84% of portfolio
5,552
Q3 2024 Added 1.65%
$43.3B
$2.53 Billion 1.82% of portfolio
50,889
Q2 2024 New
-
$2.27 Billion 1.64% of portfolio
-
Q3 2024 Reduced 0.18%
$984B
$2.24 Billion 1.62% of portfolio
13,532
Q3 2024 Added 0.99%
$0
$2.12 Billion 1.52% of portfolio
26,997
Q3 2024 Added 27.6%
$0
$1.95 Billion 1.4% of portfolio
3,400
Q3 2024 Reduced 4.25%
$0
$1.82 Billion 1.31% of portfolio
36,031
Q3 2024 Added 0.88%
$0
$1.81 Billion 1.3% of portfolio
34,307
Q3 2024 Added 5.6%
$0
$1.3 Billion 0.94% of portfolio
49,711
Q3 2024 Added 31.07%
$354B
$1.22 Billion 0.88% of portfolio
10,068
Q3 2024 Added 16.8%
$0
$1.19 Billion 0.85% of portfolio
13,502
Q3 2024 Added 2.05%
$0
$1.16 Billion 0.84% of portfolio
43,100
Q3 2024 Added 0.0%
$30.7B
$1.13 Billion 0.82% of portfolio
8,605
Q3 2024 Added 0.14%
$0
$1.12 Billion 0.81% of portfolio
16,503
Q3 2024 Added 3.51%
$181B
$1.08 Billion 0.78% of portfolio
24,119
Q3 2024 Added 0.93%
$0
$1.04 Billion 0.75% of portfolio
1,972
Q3 2024 Added 71.48%
$0
$993 Million 0.72% of portfolio
21,912
Q3 2024 Added 4.89%
$0
$969 Million 0.7% of portfolio
9,735
Q3 2024 Added 1.24%
$0
$962 Million 0.69% of portfolio
6,247
Q3 2024 Added 6.8%
$0
$946 Million 0.68% of portfolio
7,376
Q3 2024 Added 0.31%
$0
$883 Million 0.64% of portfolio
36,727
Q3 2024 Added 17.25%
$11.9B
$889 Million 0.64% of portfolio
25,092
Q3 2024 Added 0.12%
$1.26T
$895 Million 0.64% of portfolio
1,563
Q3 2024 Added 17.52%
$0
$823 Million 0.59% of portfolio
10,186
Q3 2024 Added 48.38%
$507B
$794 Million 0.57% of portfolio
2,888
Q3 2024 Reduced 7.26%
$144B
$790 Million 0.57% of portfolio
27,295
Q3 2024 Reduced 0.59%
$0
$797 Million 0.57% of portfolio
16,653
Q3 2024 Added 5.41%
$142B
$777 Million 0.56% of portfolio
10,335
Q3 2024 Reduced 0.27%
$0
$771 Million 0.55% of portfolio
3,342
Q3 2024 Added 0.94%
$0
$759 Million 0.55% of portfolio
51,648
Q3 2024 Reduced 0.12%
$200B
$766 Million 0.55% of portfolio
3,464
Q3 2024 Added 10.56%
$1.11T
$733 Million 0.53% of portfolio
2,801
Q3 2024 Added 0.39%
$318B
$728 Million 0.52% of portfolio
4,941
Q3 2024 Added 8.36%
$113B
$688 Million 0.5% of portfolio
8,205
Q3 2024 Reduced 0.19%
$0
$639 Million 0.46% of portfolio
33,737
Q3 2024 Added 2.12%

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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