Lynx Investment Advisory Incresed Positions in Q4 2024

Lynx Investment Advisory

  • $147 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
IJH
Ishares Core S&P Mid Cap ETF

ETFs
15.8K
+ 15.01%
$61.68 - $67.87 $973K - $1.07M
121K $7.53B
SPY
Spdr S&P 500 ETF Trust

ETFs
1.46K
+ 42.82%
$567.81 - $607.81 $827K - $885K
4.86K $2.85B
NOBL
Proshares S&P 500 Dividend Ari

ETFs
11.3K
+ 26.97%
$99.2 - $108.47 $1.12M - $1.23M
53.2K $5.3B
AAPL
Apple Inc.

Technology
529
+ 2.05%
$221.69 - $259.02 $117K - $137K
26.4K $6.61B
V
Visa Inc.

Financial Services
1.25K
+ 43.25%
$273.87 - $320.91 $342K - $401K
4.14K $1.31B
GLD
Spdr Gold Trust

ETFs
1.67K
+ 10.39%
$236.59 - $257.5 $395K - $430K
17.7K $4.29B
GOOGL
Alphabet Inc.

Communication Services
181
+ 1.34%
$161.86 - $196.66 $29.3K - $35.6K
13.7K $2.6B
NVDA
Nvidia Corp

Technology
907
+ 9.01%
$117.0 - $148.88 $106K - $135K
11K $1.47B
IGRO
Ishares Tr International Divid

ETFs
8.37K
+ 15.68%
$67.76 - $74.48 $567K - $623K
61.8K $4.2B
SPHQ
Invesco Exchange Traded Fd Tr

ETFs
3.12K
+ 2.27%
$65.67 - $69.79 $205K - $218K
141K $9.43B
OGE
Oge Energy Corp.

Utilities
3.63K
+ 32.01%
$39.65 - $44.08 $144K - $160K
15K $618M
FHN
First Horizon Corp

Financial Services
23
+ 0.08%
$14.91 - $21.42 $343 - $493
27.5K $554M
GOOG
Alphabet Inc.

Communication Services
203
+ 5.86%
$163.08 - $198.16 $33.1K - $40.2K
3.67K $698M
TIPX
Spdr Bloomberg 1 10 Year Tips

ETFs
7.21K
+ 21.37%
$18.41 - $18.97 $133K - $137K
40.9K $757M
SCHV
Schwab Strategic Tr Us Large C

ETFs
10.6K
+ 343.07%
$25.79 - $80.4 $274K - $854K
13.7K $357M
JPM
Jpmorgan Chase & CO

Financial Services
130
+ 5.17%
$205.18 - $250.29 $26.7K - $32.5K
2.65K $634M
HD
Home Depot, Inc.

Consumer Cyclical
272
+ 51.52%
$385.02 - $431.37 $105K - $117K
800 $311M
GILD
Gilead Sciences, Inc.

Healthcare
296
+ 3.61%
$83.95 - $97.9 $24.8K - $29K
8.5K $785M
SPHD
Invesco ETF Tr Ii S&P 500 High

ETFs
3.62K
+ 10.04%
$47.77 - $51.75 $173K - $187K
39.6K $1.92B
SPMD
Spdr Portfolio

ETFs
1.41K
+ 2.18%
$54.13 - $59.56 $76.1K - $83.7K
65.8K $3.6B
ORCL
Oracle Corp

Technology
494
+ 26.1%
$165.41 - $192.43 $81.7K - $95.1K
2.39K $398M
ZION
Zions Bancorporation, National Association

Financial Services
39
+ 0.4%
$45.62 - $61.73 $1.78K - $2.41K
9.75K $529M
PYPL
Pay Pal Holdings, Inc.

Financial Services
400
+ 12.74%
$77.25 - $91.3 $30.9K - $36.5K
3.54K $302M
HBAN
Huntington Bancshares Inc

Financial Services
31
+ 0.09%
$14.18 - $18.2 $440 - $564
33.4K $543M
IP
International Paper CO

Consumer Cyclical
64
+ 0.71%
$46.64 - $59.57 $2.98K - $3.81K
9.14K $492M
IXG
Ishares Global Fin'L ETF

ETFs
431
+ 15.49%
$93.25 - $101.72 $40.2K - $43.8K
3.21K $309M
BIV
Vanguard Bd Index Fd Inc Inter

ETFs
1.92K
+ 7.11%
$74.5 - $78.37 $143K - $150K
28.9K $2.16B
VUG
Vanguard Growth ETF

ETFs
7
+ 0.48%
$378.79 - $428.11 $2.65K - $3K
1.48K $606M
PFE
Pfizer Inc

Healthcare
3.87K
+ 14.16%
$24.8 - $30.19 $95.9K - $117K
31.2K $827M
CSCO
Cisco Systems, Inc.

Technology
174
+ 3.94%
$52.45 - $60.02 $9.13K - $10.4K
4.59K $272M
DFAE
Dimensional ETF Tr

ETFs
3.02K
+ 14.72%
$25.36 - $28.15 $76.6K - $85K
23.5K $597M
KKR
Kkr & Co. Inc.

Financial Services
2
+ 0.11%
$129.87 - $162.87 $260 - $326
1.89K $279M
PNC
Pnc Financial Services Group, Inc.

Financial Services
2
+ 0.07%
$178.39 - $215.0 $357 - $430
3.01K $580M
USB
Us Bancorp \De\

Financial Services
9
+ 0.09%
$43.98 - $53.66 $396 - $483
10.3K $491M
TIP
Ishares Tr Tips Bd ETF

ETFs
300
+ 10.41%
$106.33 - $110.69 $31.9K - $33.2K
3.18K $339M
BILS
Spdr Bloomberg 3 12 Month T Bi

ETFs
245
+ 2.52%
$99.0 - $99.5 $24.3K - $24.4K
9.98K $990M
XLK
Technology Sector Spdr

ETFs
4
+ 0.16%
$220.26 - $241.44 $881 - $966
2.48K $577M
SCHP
Schwab Strategic Us Tips ETF

ETFs
7.5K
+ 117.04%
$25.74 - $53.78 $193K - $403K
13.9K $359M
IBM
International Business Machines Corp

Technology
85
+ 2.45%
$204.9 - $238.04 $17.4K - $20.2K
3.55K $780M
IVV
Ishares Core S&P 500 ETF

ETFs
8
+ 1.19%
$570.51 - $610.59 $4.56K - $4.88K
681 $401M
KOMP
Spdr S&P Kensho New Economies

ETFs
22
+ 0.36%
$48.59 - $54.76 $1.07K - $1.2K
6.2K $315M
ABBV
Abb Vie Inc.

Healthcare
248
+ 14.49%
$164.99 - $203.87 $40.9K - $50.6K
1.96K $348M
CMA
Comerica Inc

Financial Services
10
+ 0.21%
$57.88 - $72.73 $579 - $727
4.81K $298M
BIL
Spdr Bloomberg 1 3 Month T Bil

ETFs
116
+ 4.02%
$91.29 - $91.8 $10.6K - $10.6K
3K $274M
KEY
Keycorp

Financial Services
38
+ 0.17%
$16.21 - $19.97 $616 - $759
21.8K $374M
VV
Vanguard Large Cap ETF

ETFs
6
+ 0.62%
$260.27 - $280.65 $1.56K - $1.68K
970 $262M
VYM
Vanguard Whitehall Fds (Vangua

ETFs
84
+ 1.14%
$126.68 - $134.74 $10.6K - $11.3K
7.46K $952M
UBSI
United Bankshares Inc

Financial Services
11
+ 0.09%
$35.53 - $43.29 $391 - $476
12.5K $470M
SEIQ
Sei Exchange Traded Fds Ehned

ETFs
141
+ 1.85%
$34.1 - $36.82 $4.81K - $5.19K
7.77K $272M
Activity Summary
Buys All Purchases 103 New Holdings 10 Increased Positions 93 Sells All Sells 37 Reductions 37 Sold out 0 Options Calls 0 Puts 0
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