Lynx Investment Advisory Reduced Holdings in Q1 2025

Lynx Investment Advisory

  • $150 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
IJH
Ishares Core S&P Mid Cap ETF

ETFs
-4.21K
- 3.48%
$57.21 - $65.8 $241K - $277K
117K $6.81B
AMZN
Amazon Com Inc

Consumer Cyclical
-39
- 0.26%
$190.26 - $242.06 $7.42K - $9.44K
14.7K $2.8B
SPMD
Spdr Portfolio

ETFs
-3.58K
- 5.44%
$50.21 - $57.73 $180K - $207K
62.2K $3.18B
ICLN
Ishares

ETFs
-33.4K
- 69.61%
$10.94 - $11.86 $366K - $397K
14.6K $167M
SPY
Spdr S&P 500 ETF Trust

ETFs
-405
- 8.34%
$551.42 - $612.93 $223K - $248K
4.45K $2.49B
ORI
Old Republic International Corp

Financial Services
-9.79K
- 39.07%
$33.46 - $39.22 $328K - $384K
15.3K $599M
ZION
Zions Bancorporation, National Association

Financial Services
-3.59K
- 36.82%
$47.0 - $59.03 $169K - $212K
6.16K $307M
USB
Us Bancorp \De\

Financial Services
-2.74K
- 26.71%
$40.92 - $50.9 $112K - $140K
7.53K $318M
DFAX
Dimensional ETF Tr
-8K
- 22.47%
$24.45 - $27.2 $196K - $218K
27.6K $723M
BBY
Best Buy CO Inc

Consumer Cyclical
-1.15K
- 21.24%
$70.3 - $91.1 $80.6K - $104K
4.25K $313M
IXC
Ishares Tr Global Energy ETF

ETFs
-3.74K
- 33.57%
$38.48 - $42.16 $144K - $158K
7.41K $312M
UBSI
United Bankshares Inc

Financial Services
-2.2K
- 17.61%
$34.03 - $39.27 $75K - $86.6K
10.3K $358M
CGW
Invesco ETF Tr Ii S&P Global W

ETFs
-3.16K
- 6.73%
$52.16 - $56.68 $165K - $179K
43.8K $2.44B
VZ
Verizon Communications Inc

Communication Services
-4.86K
- 19.44%
$37.81 - $46.49 $184K - $226K
20.2K $914M
SCHX
Schwab Strategic Tr Us Large C

ETFs
-1.35K
- 2.8%
$21.75 - $24.28 $29.3K - $32.8K
46.9K $1.04B
PNC
Pnc Financial Services Group, Inc.

Financial Services
-153
- 5.09%
$168.84 - $202.89 $25.8K - $31K
2.85K $502M
GNR
Spdr S&P Global Natural Resour

ETFs
-3.67K
- 10.62%
$50.12 - $54.48 $184K - $200K
30.8K $1.64B
BILS
Spdr Bloomberg 3 12 Month T Bi

ETFs
-714
- 7.15%
$99.16 - $99.52 $70.8K - $71.1K
9.27K $922M
BNDX
Vanguard Total International B

ETFs
-1.29K
- 16.12%
$48.33 - $49.5 $62.2K - $63.7K
6.69K $327M
CFG
Citizens Financial Group Inc

Financial Services
-903
- 9.39%
$39.73 - $48.36 $35.9K - $43.7K
8.72K $357M
VUG
Vanguard Growth ETF

ETFs
-9
- 0.61%
$369.1 - $427.61 $3.32K - $3.85K
1.47K $544M
KOMP
Spdr S&P Kensho New Economies

ETFs
-742
- 11.98%
$46.49 - $54.36 $34.5K - $40.3K
5.45K $254M
IVV
Ishares Core S&P 500 ETF

ETFs
-70
- 10.28%
$554.06 - $615.85 $38.8K - $43.1K
611 $343M
SEIM
Sei Exchange Traded Fds Enhncd

ETFs
-538
- 3.75%
$35.37 - $41.21 $19K - $22.2K
13.8K $497M
SCHA
Schwab Strategic Tr Us Small C

ETFs
-123
- 0.68%
$23.16 - $27.04 $2.85K - $3.33K
17.9K $419M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
-1.47K
- 8.86%
$42.5 - $46.71 $62.5K - $68.7K
15.1K $685M
IXG
Ishares Global Fin'L ETF

ETFs
-631
- 19.64%
$94.45 - $105.01 $59.6K - $66.3K
2.58K $266M
VYM
Vanguard Whitehall Fds (Vangua

ETFs
-384
- 5.15%
$126.11 - $135.06 $48.4K - $51.9K
7.08K $913M
VCIT
Vanguard Intermediate Term Cor

ETFs
-541
- 14.76%
$79.17 - $82.04 $42.8K - $44.4K
3.13K $255M
SPHY
Spdr Ser Tr Spdr Portfolio Hig

ETFs
-1.43K
- 11.19%
$23.32 - $23.84 $33.4K - $34.2K
11.4K $266M
SCHP
Schwab Strategic Us Tips ETF

ETFs
-1.68K
- 12.06%
$25.69 - $26.89 $43.1K - $45.1K
12.2K $329M
BSV
Vanguard Bd Index Fd Inc Short

ETFs
-429
- 12.45%
$76.94 - $78.28 $33K - $33.6K
3.02K $236M
GS
Goldman Sachs Group Inc

Financial Services
-22
- 4.99%
$524.81 - $672.19 $11.5K - $14.8K
419 $229M
SEIV
Sei Exchange Traded Fds Enhanc

ETFs
-152
- 0.94%
$31.66 - $34.73 $4.81K - $5.28K
16K $519M
INDA
Ishares Msci India Index Fund

ETFs
-131
- 2.9%
$47.8 - $53.4 $6.26K - $7K
4.39K $226M
VTIP
Vanguard Sht Trm Inflt Prot Fd

ETFs
-381
- 5.24%
$48.43 - $49.9 $18.5K - $19K
6.89K $344M
SEIQ
Sei Exchange Traded Fds Ehned

ETFs
-181
- 2.33%
$33.91 - $36.36 $6.14K - $6.58K
7.59K $265M
BIL
Spdr Bloomberg 1 3 Month T Bil

ETFs
-47
- 1.57%
$91.45 - $91.75 $4.3K - $4.31K
2.95K $271M
NOBL
Proshares S&P 500 Dividend Ari

ETFs
-1.38K
- 2.6%
$97.38 - $104.52 $135K - $144K
51.8K $5.3B
SCHO
Schwab Short Term Us Treasury

ETFs
-8
- 0.09%
$24.1 - $24.34 $193 - $195
9.07K $221M
DFE
Wisdomtree Tr Europe Smallcap

ETFs
-364
- 6.28%
$54.53 - $63.21 $19.8K - $23K
5.43K $331M
UNH
Unitedhealth Group Inc

Healthcare
-7
- 0.8%
$461.52 - $548.18 $3.23K - $3.84K
873 $457M
Sei Select Emerging Markets Equity ETF
-53
- 0.33%
N/A
15.8K $391M
TTE
Total Energies Se

Energy
-19
- 0.47%
N/A
4.05K $262M
VEA
Vanguard Ftse Developed Market

ETFs
-1.21K
- 3.34%
$47.4 - $52.99 $57.4K - $64.1K
35K $1.78B
V
Visa Inc.

Financial Services
-222
- 5.37%
$306.92 - $362.71 $68.1K - $80.5K
3.92K $1.37B
XLE
Energy Sector Spdr

ETFs
-104
- 0.98%
$85.7 - $93.96 $8.91K - $9.77K
10.5K $984M
IBM
International Business Machines Corp

Technology
-102
- 2.87%
$217.4 - $264.74 $22.2K - $27K
3.45K $857M
UBER
Uber Technologies, Inc

Technology
-250
- 2.41%
$63.17 - $81.49 $15.8K - $20.4K
10.1K $738M
Activity Summary
Buys All Purchases 82 New Holdings 11 Increased Positions 71 Sells All Sells 54 Reductions 54 Sold out 0 Options Calls 0 Puts 0
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