Lynx Investment Advisory Reduced Holdings in Q3 2025

Lynx Investment Advisory

  • $167 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
CGW
Invesco ETF Tr Ii S&P Global W

ETFs
-6.64K
- 21.82%
$61.4 - $65.41 $407K - $434K
23.8K $1.53B
XLV
Select Sector Spdr Fund Health

ETFs
-1.87K
- 21.03%
$129.01 - $139.72 $242K - $262K
7.04K $980M
IBM
International Business Machines Corp

Technology
-578
- 16.54%
$234.77 - $292.47 $136K - $169K
2.92K $823M
TSLA
Tesla, Inc.

Consumer Cyclical
-1.16K
- 45.09%
$293.94 - $444.72 $342K - $517K
1.42K $630M
NFLX
Netflix Inc

Communication Services
-48
- 9.32%
$1147.87 - $1297.18 $55.1K - $62.3K
467 $560M
GNR
Spdr S&P Global Natural Resour

ETFs
-3.57K
- 21.2%
$54.23 - $59.34 $194K - $212K
13.3K $785M
SPAB
Spdr Portfolio Aggregate Bond

ETFs
-4.78K
- 12.47%
$25.21 - $25.99 $120K - $124K
33.5K $867M
SCHX
Schwab Strategic Tr Us Large C

ETFs
-7.07K
- 14.4%
$24.46 - $26.5 $173K - $187K
42K $1.11B
XLF
Financial Sector Spdr

ETFs
-2.37K
- 10.15%
$51.37 - $54.25 $122K - $128K
21K $1.13B
XLU
Utilities Sector Spdr

ETFs
-1.61K
- 12.85%
$81.14 - $87.32 $130K - $140K
10.9K $950M
V
Visa Inc.

Financial Services
-3
- 0.08%
$332.09 - $358.86 $996 - $1.08K
3.91K $1.33B
XLP
Consumer Staples Sector Spdr

ETFs
-279
- 3.69%
N/A
7.28K $571M
BILS
Spdr Bloomberg 3 12 Month T Bi

ETFs
-412
- 4.15%
$99.12 - $99.52 $40.8K - $41K
9.52K $948M
BAC
Bank Of America Corp

Financial Services
-1.08K
- 16.57%
$44.92 - $52.42 $48.6K - $56.7K
5.45K $281M
COST
Costco Wholesale Corp

Consumer Defensive
-2
- 0.58%
$915.95 - $994.57 $1.83K - $1.99K
340 $315M
IP
International Paper CO

Consumer Cyclical
-376
- 3.85%
$45.32 - $55.68 $17K - $20.9K
9.39K $436M
BEN
Franklin Resources Inc

Financial Services
-332
- 3.35%
$23.13 - $26.03 $7.68K - $8.64K
9.59K $222M
VTIP
Vanguard Sht Trm Inflt Prot Fd

ETFs
-267
- 3.8%
$49.78 - $50.75 $13.3K - $13.6K
6.77K $343M
UBSI
United Bankshares Inc

Financial Services
-427
- 4.0%
$35.03 - $38.73 $15K - $16.5K
10.2K $381M
HBAN
Huntington Bancshares Inc

Financial Services
-1.38K
- 3.85%
$15.87 - $17.88 $22K - $24.7K
34.6K $597M
CHRD
Oasis Petroleum Inc.

Energy
-115
- 4.04%
$99.37 - $114.13 $11.4K - $13.1K
2.73K $271M
VHT
Vanguard Health Care ETF

ETFs
-50
- 5.17%
$239.12 - $259.95 $12K - $13K
917 $238M
OGE
Oge Energy Corp.

Utilities
-989
- 3.98%
$43.46 - $46.27 $43K - $45.8K
23.8K $1.1B
VZ
Verizon Communications Inc

Communication Services
-265
- 1.26%
$40.84 - $45.06 $10.8K - $11.9K
20.7K $910M
FAF
First American Financial Corp

Financial Services
-393
- 4.0%
$54.73 - $68.13 $21.5K - $26.8K
9.44K $606M
UNH
Unitedhealth Group Inc

Healthcare
-51
- 6.55%
$237.77 - $353.61 $12.1K - $18K
728 $251M
USB
Us Bancorp \De\

Financial Services
-269
- 3.43%
$43.94 - $50.41 $11.8K - $13.6K
7.57K $366M
TROW
Price T Rowe Group Inc

Financial Services
-213
- 3.95%
$98.67 - $111.52 $21K - $23.8K
5.18K $532M
COP
Conocophillips

Energy
-433
- 3.87%
$91.0 - $98.99 $39.4K - $42.9K
10.8K $1.02B
ZION
Zions Bancorporation, National Association

Financial Services
-267
- 4.19%
$51.2 - $59.15 $13.7K - $15.8K
6.1K $345M
DFAX
Dimensional ETF Tr
-1.17K
- 4.56%
$29.25 - $31.56 $34.2K - $36.9K
24.4K $767M
IDEV
Ishares Core Msci Intl Develop

ETFs
-16
- 0.37%
$74.68 - $80.26 $1.19K - $1.28K
4.29K $344M
FNF
Fidelity National Financial, Inc.

Financial Services
-352
- 4.05%
$51.22 - $61.07 $18K - $21.5K
8.34K $504M
WMT
Walmart Inc.

Consumer Defensive
-15
- 0.37%
$94.4 - $104.27 $1.42K - $1.56K
4.08K $420M
PNC
Pnc Financial Services Group, Inc.

Financial Services
-108
- 3.65%
$185.88 - $207.44 $20.1K - $22.4K
2.85K $573M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
-102
- 5.23%
$567.77 - $614.76 $57.9K - $62.7K
1.85K $1.13B
F
Ford Motor CO

Consumer Cyclical
-887
- 2.74%
$10.82 - $12.09 $9.6K - $10.7K
31.5K $376M
BBY
Best Buy CO Inc

Consumer Cyclical
-159
- 3.62%
$64.12 - $78.46 $10.2K - $12.5K
4.24K $321M
IEMG
Ishares Inc

ETFs
-13
- 0.27%
N/A
4.75K $313M
IPG
Interpublic Group Of Companies, Inc.

Communication Services
-405
- 3.54%
$24.02 - $27.91 $9.73K - $11.3K
11K $308M
SCHG
Schwab Strategic Tr Us Large C

ETFs
-390
- 2.58%
$28.92 - $32.19 $11.3K - $12.6K
14.7K $471M
SCHA
Schwab Strategic Tr Us Small C

ETFs
-801
- 4.08%
$25.29 - $28.33 $20.3K - $22.7K
18.8K $525M
NXST
Nexstar Media Group, Inc.

Communication Services
-72
- 4.0%
$176.71 - $211.31 $12.7K - $15.2K
1.73K $342M
CMA
Comerica Inc

Financial Services
-194
- 3.78%
$60.93 - $71.05 $11.8K - $13.8K
4.94K $339M
RF
Regions Financial Corp

Financial Services
-808
- 3.96%
$24.03 - $27.41 $19.4K - $22.1K
19.6K $517M
UBER
Uber Technologies, Inc

Technology
-65
- 0.7%
$86.91 - $99.57 $5.65K - $6.47K
9.27K $908M
ORI
Old Republic International Corp

Financial Services
-620
- 3.91%
$35.74 - $42.47 $22.2K - $26.3K
15.2K $646M
Sei Select Emerging Markets Equity ETF
-151
- 0.94%
N/A
15.8K $478M
DFAE
Dimensional ETF Tr

ETFs
-1.2K
- 3.99%
$28.84 - $31.84 $34.5K - $38K
28.7K $906M
Activity Summary
Buys All Purchases 76 New Holdings 13 Increased Positions 63 Sells All Sells 65 Reductions 65 Sold out 0 Options Calls 0 Puts 0
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