Lynx Investment Advisory Portfolio Holdings

Lynx Investment Advisory

  • $153 Billion
  • Q2 2025

Lynx Investment Advisory has filed its 13F form on July 18, 2025 for Q2 2025 where it was disclosed a total value porftolio of $153 Billion distributed in 320 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 $8.58B, Ishares Core S&P Mid Cap ETF with a value of $6.32B, Ishares Tr International Divid with a value of $5.73B, Apple Inc. with a value of $5.32B, and Proshares S&P 500 Dividend Ari with a value of $4.88B.

Examining the 13F form we can see an increase of $3.14B in the current position value, from $150B to 153B.

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 $153 Billion
ETFs: $92.5 Billion
Financial Services: $15.9 Billion
Technology: $15.4 Billion
Communication Services: $6.74 Billion
Consumer Cyclical: $5.46 Billion
Energy: $4.06 Billion
Healthcare: $2.14 Billion
Utilities: $1.92 Billion
Other: $2.51 Billion

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$8.58 Billion 5.6% of portfolio
120,350
Q2 2025 Reduced 29.18%
$0
$6.32 Billion 4.13% of portfolio
101,899
Q2 2025 Reduced 12.68%
$0
$5.73 Billion 3.74% of portfolio
72,615
Q2 2025 Added 14.82%
$3.38T
$5.32 Billion 3.47% of portfolio
25,931
Q2 2025 Reduced 2.51%
$0
$4.88 Billion 3.19% of portfolio
48,487
Q2 2025 Reduced 6.46%
$0
$4.87 Billion 3.18% of portfolio
140,863
Q2 2025 Added 1.66%
$106B
$4.77 Billion 3.12% of portfolio
15,659
Q2 2025 Reduced 2.88%
$3.81T
$4.62 Billion 3.02% of portfolio
9,293
Q2 2025 Added 0.01%
$9.7B
$4.33 Billion 2.83% of portfolio
66,077
Q2 2025 Reduced 0.6%
$0
$4.14 Billion 2.7% of portfolio
150,205
Q2 2025 Reduced 8.51%
$0
$3.37 Billion 2.2% of portfolio
61,986
Q2 2025 Reduced 0.36%
$2.28T
$3.24 Billion 2.12% of portfolio
14,781
Q2 2025 Added 0.27%
$530B
$3.21 Billion 2.1% of portfolio
5,710
Q2 2025 Added 0.14%
$53.4B
$3.2 Billion 2.09% of portfolio
51,267
Q2 2025 Added 0.74%
$631B
$2.68 Billion 1.75% of portfolio
5,512
Q2 2025 Added 0.27%
$1.07T
$2.54 Billion 1.66% of portfolio
14,415
Q2 2025 Added 0.78%
$0
$2.26 Billion 1.48% of portfolio
29,241
Q2 2025 Added 0.75%
$0
$2.12 Billion 1.38% of portfolio
44,567
Q2 2025 Added 11.77%
-
$1.92 Billion 1.26% of portfolio
-
Q2 2025 Reduced 3.12%
$0
$1.92 Billion 1.26% of portfolio
33,710
Q2 2025 Reduced 3.66%
$0
$1.9 Billion 1.24% of portfolio
30,405
Q2 2025 Reduced 30.6%
$431B
$1.85 Billion 1.21% of portfolio
11,708
Q2 2025 Added 1.23%
Vanguard Core Bond ETF
-
$1.52 Billion 0.99% of portfolio
-
Q2 2025 Added 7.47%
$572B
$1.39 Billion 0.91% of portfolio
3,908
Q2 2025 Reduced 0.18%
$1.62T
$1.36 Billion 0.89% of portfolio
1,838
Q2 2025 Added 0.33%
$0
$1.28 Billion 0.83% of portfolio
9,585
Q2 2025 Added 35.46%
Sei Select International Equity ETF
-
$1.26 Billion 0.82% of portfolio
-
Q2 2025 Added 1.53%
$0
$1.23 Billion 0.8% of portfolio
16,647
Q2 2025 New
$0
$1.22 Billion 0.8% of portfolio
23,321
Q2 2025 Reduced 64.8%
$138B
$1.22 Billion 0.79% of portfolio
50,215
Q2 2025 Added 5.09%
$0
$1.2 Billion 0.78% of portfolio
49,114
Q2 2025 Added 4.76%
$0
$1.2 Billion 0.78% of portfolio
8,913
Q2 2025 Reduced 0.38%
$0
$1.11 Billion 0.72% of portfolio
1,949
Q1 2025 Added 4.67%
$8.83B
$1.1 Billion 0.72% of portfolio
24,830
Q2 2025 Added 3.72%
$0
$1.07 Billion 0.7% of portfolio
12,633
Q2 2025 Added 19.91%
$0
$1.02 Billion 0.67% of portfolio
12,504
Q2 2025 Added 0.65%
$253B
$1.03 Billion 0.67% of portfolio
3,495
Q2 2025 Added 1.39%
$118B
$1 Billion 0.66% of portfolio
11,191
Q2 2025 Added 3.92%
$0
$988 Million 0.65% of portfolio
9,935
Q2 2025 Added 7.22%
$0
$981 Million 0.64% of portfolio
38,312
Q2 2025 Added 2.44%
$0
$913 Million 0.6% of portfolio
16,833
Q2 2025 Reduced 45.42%
$296B
$922 Million 0.6% of portfolio
6,437
Q2 2025 Added 2.86%
$0
$914 Million 0.6% of portfolio
47,728
Q2 2025 Added 4.77%
$172B
$908 Million 0.59% of portfolio
20,980
Q2 2025 Added 4.1%
$179B
$871 Million 0.57% of portfolio
9,335
Q2 2025 Reduced 7.89%
$0
$867 Million 0.57% of portfolio
29,940
Q2 2025 Added 26.89%
$6.91B
$841 Million 0.55% of portfolio
21,658
Q2 2025 Added 3.65%
$1.01T
$819 Million 0.54% of portfolio
2,579
Q2 2025 Reduced 7.56%
$8.81B
$817 Million 0.53% of portfolio
77,634
Q2 2025 Added 3.6%

Summary

  • Portfolio
  • No. of Stocks 320
  • Current Value $153 Billion
  • Prior Value $150 Billion
  • Filing
  • Period Q2 2025
  • Filing Date July 18, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 10 stocks
  • Additional Purchases 99 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 35 stocks
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