Lynx Investment Advisory Incresed Positions in Q2 2025

Lynx Investment Advisory

  • $153 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
IGRO
Ishares Tr International Divid

ETFs
9.37K
+ 14.82%
$66.32 - $80.17 $622K - $752K
72.6K $5.73B
MSFT
Microsoft Corp

Technology
1
+ 0.01%
$354.56 - $497.45 $355 - $497
9.29K $4.62B
NVDA
Nvidia Corp

Technology
142
+ 1.23%
$94.31 - $157.99 $13.4K - $22.4K
11.7K $1.85B
DFAI
Dimensional ETF Tr

ETFs
2.3K
+ 1.66%
$28.02 - $34.71 $64.4K - $79.8K
141K $4.87B
AMZN
Amazon Com Inc

Consumer Cyclical
40
+ 0.27%
$167.32 - $223.3 $6.69K - $8.93K
14.8K $3.24B
VYM
Vanguard Whitehall Fds (Vangua

ETFs
2.51K
+ 35.46%
$114.78 - $133.31 $288K - $334K
9.59K $1.28B
GOOGL
Alphabet Inc.

Communication Services
111
+ 0.78%
$144.7 - $178.6 $16.1K - $19.8K
14.4K $2.54B
META
Meta Platforms, Inc.

Communication Services
6
+ 0.33%
$484.66 - $738.09 $2.91K - $4.43K
1.84K $1.36B
DFAE
Dimensional ETF Tr

ETFs
6.35K
+ 26.89%
$22.87 - $28.95 $145K - $184K
29.9K $867M
PLTR
Palantir Technologies Inc.

Technology
30
+ 0.75%
$74.01 - $144.25 $2.22K - $4.33K
4.06K $553M
ORCL
Oracle Corp

Technology
26
+ 1.09%
$122.82 - $218.63 $3.19K - $5.68K
2.42K $528M
IBM
International Business Machines Corp

Technology
48
+ 1.39%
$221.03 - $294.78 $10.6K - $14.1K
3.5K $1.03B
SOXX
Ishares Semiconductor ETF

ETFs
6
+ 0.18%
$154.86 - $239.07 $929 - $1.43K
3.39K $810M
SCHX
Schwab Strategic Tr Us Large C

ETFs
2.23K
+ 4.76%
$19.6 - $24.44 $43.7K - $54.6K
49.1K $1.2B
Sei Select International Equity ETF
643
+ 1.53%
N/A
42.6K $1.26B
XLP
Consumer Staples Sector Spdr

ETFs
1.56K
+ 26.08%
N/A
7.56K $612M
JPM
Jpmorgan Chase & CO

Financial Services
3
+ 0.11%
$210.28 - $289.91 $631 - $870
2.71K $786M
XLK
Technology Sector Spdr

ETFs
3
+ 0.12%
$179.73 - $253.23 $539 - $760
2.49K $630M
SPHD
Invesco ETF Tr Ii S&P 500 High

ETFs
4.69K
+ 11.77%
$44.37 - $50.04 $208K - $235K
44.6K $2.12B
VGT
Vanguard Information Technolog

ETFs
1
+ 0.1%
$470.37 - $663.28 $470 - $663
956 $634M
Vanguard Core Bond ETF
1.36K
+ 7.47%
N/A
19.6K $1.52B
SEIM
Sei Exchange Traded Fds Enhncd

ETFs
366
+ 2.65%
$32.02 - $42.16 $11.7K - $15.4K
14.2K $597M
XLE
Energy Sector Spdr

ETFs
2.1K
+ 19.91%
$76.44 - $94.13 $160K - $197K
12.6K $1.07B
JHG
Janus Henderson Group PLC

Financial Services
762
+ 3.65%
$29.47 - $38.84 $22.5K - $29.6K
21.7K $841M
HBAN
Huntington Bancshares Inc

Financial Services
1.36K
+ 3.93%
$12.49 - $16.76 $17K - $22.8K
36K $603M
GOOG
Alphabet Inc.

Communication Services
28
+ 0.76%
$146.58 - $180.01 $4.1K - $5.04K
3.71K $658M
MA
Mastercard Inc

Financial Services
8
+ 0.14%
$479.92 - $590.74 $3.84K - $4.73K
5.71K $3.21B
GS
Goldman Sachs Group Inc

Financial Services
20
+ 4.77%
$462.22 - $707.75 $9.24K - $14.2K
439 $311M
SCHA
Schwab Strategic Tr Us Small C

ETFs
1.73K
+ 9.65%
$20.42 - $25.3 $35.2K - $43.7K
19.6K $496M
Sei Select Small Cap ETF
1.35K
+ 7.06%
N/A
20.5K $525M
BILS
Spdr Bloomberg 3 12 Month T Bi

ETFs
669
+ 7.22%
$99.1 - $99.49 $66.3K - $66.6K
9.94K $988M
SEIV
Sei Exchange Traded Fds Enhanc

ETFs
361
+ 2.26%
$28.53 - $35.69 $10.3K - $12.9K
16.3K $583M
QQQ
Invesco Qqq Trust, Series 1

ETFs
2
+ 0.27%
$416.06 - $551.64 $832 - $1.1K
753 $415M
CAT
Caterpillar Inc

Industrials
6
+ 0.58%
$273.94 - $388.21 $1.64K - $2.33K
1.03K $401M
DFE
Wisdomtree Tr Europe Smallcap

ETFs
121
+ 2.23%
$54.99 - $70.85 $6.65K - $8.57K
5.55K $389M
PPA
Invesco Exchange Traded Fd Tr

ETFs
2
+ 0.1%
$105.2 - $141.69 $210 - $283
2.06K $292M
RF
Regions Financial Corp

Financial Services
690
+ 3.5%
$18.34 - $23.52 $12.7K - $16.2K
20.4K $480M
PNC
Pnc Financial Services Group, Inc.

Financial Services
108
+ 3.78%
$149.76 - $186.42 $16.2K - $20.1K
2.96K $552M
Sei Select Emerging Markets Equity ETF
209
+ 1.33%
N/A
16K $440M
WMT
Walmart Inc.

Consumer Defensive
80
+ 1.99%
$81.79 - $99.98 $6.54K - $8K
4.09K $400M
CFG
Citizens Financial Group Inc

Financial Services
243
+ 2.79%
$34.27 - $44.75 $8.33K - $10.9K
8.96K $401M
KOMP
Spdr S&P Kensho New Economies

ETFs
13
+ 0.24%
$40.86 - $54.38 $531 - $707
5.47K $297M
XLU
Utilities Sector Spdr

ETFs
81
+ 0.65%
$73.09 - $82.77 $5.92K - $6.7K
12.5K $1.02B
TROW
Price T Rowe Group Inc

Financial Services
166
+ 3.18%
$80.27 - $98.06 $13.3K - $16.3K
5.39K $520M
TIPX
Spdr Bloomberg 1 10 Year Tips

ETFs
2.18K
+ 4.77%
$18.83 - $19.22 $41K - $41.8K
47.7K $914M
BIV
Vanguard Bd Index Fd Inc Inter

ETFs
219
+ 0.75%
$75.05 - $77.34 $16.4K - $16.9K
29.2K $2.26B
BAC
Bank Of America Corp

Financial Services
42
+ 0.65%
$34.39 - $47.46 $1.44K - $1.99K
6.53K $309M
IVV
Ishares Core S&P 500 ETF

ETFs
2
+ 0.33%
$498.8 - $620.9 $998 - $1.24K
613 $381M
CSCO
Cisco Systems, Inc.

Technology
18
+ 0.38%
$53.19 - $69.38 $957 - $1.25K
4.71K $327M
Activity Summary
Buys All Purchases 109 New Holdings 10 Increased Positions 99 Sells All Sells 35 Reductions 35 Sold out 0 Options Calls 0 Puts 0
Track This Portfolio

Track Lynx Investment Advisory Portfolio

Follow Lynx Investment Advisory and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Lynx Investment Advisory, based on Form 13F filings with the SEC.

News

Stay updated on Lynx Investment Advisory with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email