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 Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$3.38T
$5.32 Billion 3.47% of portfolio
25,931
Q2 2025 Reduced 2.51%
$3.81T
$4.62 Billion 3.02% of portfolio
9,293
Q2 2025 Added 0.01%
$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%
$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%
-
$1.92 Billion 1.26% of portfolio
-
Q2 2025 Reduced 3.12%
$431B
$1.85 Billion 1.21% of portfolio
11,708
Q2 2025 Added 1.23%
$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%
$138B
$1.22 Billion 0.79% of portfolio
50,215
Q2 2025 Added 5.09%
$8.83B
$1.1 Billion 0.72% of portfolio
24,830
Q2 2025 Added 3.72%
$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%
$296B
$922 Million 0.6% of portfolio
6,437
Q2 2025 Added 2.86%
$172B
$908 Million 0.59% of portfolio
20,980
Q2 2025 Added 4.1%
$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%
$850B
$786 Million 0.51% of portfolio
2,710
Q2 2025 Added 0.11%
$567B
$690 Million 0.45% of portfolio
515
Q2 2025 Reduced 0.19%
$1.12T
$658 Million 0.43% of portfolio
3,712
Q2 2025 Added 0.76%
$11.4B
$609 Million 0.4% of portfolio
15,842
Q2 2025 Added 3.77%
$5.82B
$603 Million 0.39% of portfolio
9,830
Q2 2025 Added 3.56%
$24.5B
$603 Million 0.39% of portfolio
35,960
Q2 2025 Added 3.93%
$302B
$553 Million 0.36% of portfolio
4,055
Q2 2025 Added 0.75%
$79.2B
$552 Million 0.36% of portfolio
2,962
Q2 2025 Added 3.78%
$671B
$528 Million 0.34% of portfolio
2,415
Q2 2025 Added 1.09%
$24B
$520 Million 0.34% of portfolio
5,392
Q2 2025 Added 3.18%
$15.1B
$487 Million 0.32% of portfolio
8,689
Q2 2025 Added 3.28%
$21.5B
$482 Million 0.32% of portfolio
15,165
Q2 2025 Added 3.32%
$22.9B
$480 Million 0.31% of portfolio
20,424
Q2 2025 Added 3.5%
$18.1B
$457 Million 0.3% of portfolio
9,766
Q2 2025 Added 3.39%
$369B
$432 Million 0.28% of portfolio
2,711
Q2 2025 Added 0.56%
$24.2B
$401 Million 0.26% of portfolio
8,961
Q2 2025 Added 2.79%
$25.1B
$394 Million 0.26% of portfolio
2,866
Q2 2025 Added 4.64%
$258B
$400 Million 0.26% of portfolio
4,094
Q2 2025 Added 1.99%
$221B
$401 Million 0.26% of portfolio
1,034
Q2 2025 Added 0.58%
$6.38B
$380 Million 0.25% of portfolio
20,758
Q2 2025 Added 5.13%
$5.04B
$389 Million 0.25% of portfolio
10,670
Q2 2025 Added 3.45%
$338B
$370 Million 0.24% of portfolio
1,993
Q2 2025 Added 1.17%
$44B
$351 Million 0.23% of portfolio
32,339
Q2 2025 Added 2.63%
$67.2B
$355 Million 0.23% of portfolio
7,839
Q2 2025 Added 4.15%
$256B
$353 Million 0.23% of portfolio
5,019
Q2 2025 Added 0.46%
$422B
$338 Million 0.22% of portfolio
342
Q2 2025 Added 0.29%
$8.44B
$331 Million 0.22% of portfolio
6,371
Q2 2025 Added 3.46%
$207B
$314 Million 0.21% of portfolio
3,972
Q2 2025 Added 16.52%
$280B
$327 Million 0.21% of portfolio
4,711
Q2 2025 Added 0.38%
$7.14B
$311 Million 0.2% of portfolio
1,800
Q2 2025 Added 3.81%

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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