Lynx Investment Advisory Portfolio Holdings

Lynx Investment Advisory

  • $139 Billion
  • Q3 2024

Lynx Investment Advisory has filed its 13F form on November 04, 2024 for Q3 2024 where it was disclosed a total value porftolio of $139 Billion distributed in 277 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 $9.25B, Ishares Core S&P Mid Cap ETF with a value of $6.55B, Apple Inc. with a value of $6.03B, Proshares S&P 500 Dividend Ari with a value of $4.47B, and Dimensional ETF Tr with a value of $4.1B.

Examining the 13F form we can see an increase of $3.88B in the current position value, from $135B to 139B.

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 $139 Billion
ETFs: $86.5 Billion
Financial Services: $14.4 Billion
Technology: $13.8 Billion
Communication Services: $5.54 Billion
Consumer Cyclical: $5.32 Billion
Healthcare: $3.38 Billion
Energy: $2.01 Billion
Utilities: $1.6 Billion
Other: $2.9 Billion

Stock Holdings Table Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$3.65T
$6.03 Billion 4.34% of portfolio
25,860
Q3 2024 Added 3.92%
$3.15T
$3.92 Billion 2.82% of portfolio
9,108
Q3 2024 Added 10.05%
$501B
$2.95 Billion 2.12% of portfolio
5,970
Q3 2024 Added 3.16%
$2.12T
$2.78 Billion 2.0% of portfolio
14,925
Q3 2024 Added 10.55%
$603B
$2.56 Billion 1.84% of portfolio
5,552
Q3 2024 Added 1.65%
-
$2.27 Billion 1.64% of portfolio
-
Q3 2024 Reduced 0.18%
$1.07T
$2.24 Billion 1.62% of portfolio
13,532
Q3 2024 Added 0.99%
$368B
$1.22 Billion 0.88% of portfolio
10,068
Q3 2024 Added 16.8%
$30.3B
$1.13 Billion 0.82% of portfolio
8,605
Q3 2024 Added 0.14%
$170B
$1.08 Billion 0.78% of portfolio
24,119
Q3 2024 Added 0.93%
$11.4B
$889 Million 0.64% of portfolio
25,092
Q3 2024 Added 0.12%
$1.33T
$895 Million 0.64% of portfolio
1,563
Q3 2024 Added 17.52%
$503B
$794 Million 0.57% of portfolio
2,888
Q3 2024 Reduced 7.26%
$150B
$790 Million 0.57% of portfolio
27,295
Q3 2024 Reduced 0.59%
$143B
$777 Million 0.56% of portfolio
10,335
Q3 2024 Reduced 0.27%
$192B
$766 Million 0.55% of portfolio
3,464
Q3 2024 Added 10.56%
$307B
$728 Million 0.52% of portfolio
4,941
Q3 2024 Added 8.36%
$121B
$688 Million 0.5% of portfolio
8,205
Q3 2024 Reduced 0.19%
$1.09T
$579 Million 0.42% of portfolio
3,463
Q3 2024 Added 7.65%
$20.1B
$571 Million 0.41% of portfolio
5,525
Q3 2024 Added 1.43%
$82.4B
$555 Million 0.4% of portfolio
3,005
Q3 2024 Added 0.1%
$23.9B
$545 Million 0.39% of portfolio
23,357
Q3 2024 Added 0.1%
$397B
$527 Million 0.38% of portfolio
3,045
Q3 2024 Added 2.8%
$695B
$530 Million 0.38% of portfolio
2,516
Q3 2024 Added 0.8%
$576B
$514 Million 0.37% of portfolio
880
Q3 2024 Added 7.19%
$6.65B
$487 Million 0.35% of portfolio
7,383
Q3 2024 Added 0.12%
$16.6B
$492 Million 0.35% of portfolio
7,931
Q3 2024 Added 0.13%
$24.9B
$490 Million 0.35% of portfolio
33,343
Q3 2024 Added 0.1%
$8.59B
$466 Million 0.34% of portfolio
11,352
Q3 2024 Added 0.17%
$74.6B
$469 Million 0.34% of portfolio
10,261
Q3 2024 Reduced 0.8%
$5.6B
$464 Million 0.33% of portfolio
12,507
Q3 2024 Added 0.1%
$8.7B
$458 Million 0.33% of portfolio
9,707
Q3 2024 Added 0.07%
$20.4B
$443 Million 0.32% of portfolio
9,072
Q3 2024 Added 0.14%
$7.33B
$439 Million 0.32% of portfolio
11,523
Q3 2024 Added 0.17%
$10.6B
$427 Million 0.31% of portfolio
27,484
Q3 2024 Added 0.08%
$208B
$421 Million 0.3% of portfolio
1,076
Q3 2024 Added 6.53%
$32.3B
$401 Million 0.29% of portfolio
2,325
Q3 2024 Added 0.17%
$22.7B
$396 Million 0.29% of portfolio
9,640
Q3 2024 Added 0.94%
$354B
$379 Million 0.27% of portfolio
535
Q3 2024 Added 0.94%
$17.7B
$365 Million 0.26% of portfolio
21,793
Q3 2024 Added 0.38%
$239B
$342 Million 0.25% of portfolio
2,085
Q3 2024 Added 70.2%
$239B
$329 Million 0.24% of portfolio
4,991
Q2 2024 New
$11.6B
$338 Million 0.24% of portfolio
10,674
Q3 2024 Added 0.16%
$261B
$333 Million 0.24% of portfolio
2,929
Q3 2024 Added 29.6%
$353B
$338 Million 0.24% of portfolio
1,711
Q3 2024 Added 6.27%
$43.3B
$326 Million 0.23% of portfolio
30,845
Q3 2024 Added 0.24%
$230B
$317 Million 0.23% of portfolio
3,928
Q3 2024 Added 14.65%
$510B
$322 Million 0.23% of portfolio
1,893
Q3 2024 Added 0.32%
$406B
$301 Million 0.22% of portfolio
1,859
Q3 2024 Added 29.46%

Summary

  • Portfolio
  • No. of Stocks 277
  • Current Value $139 Billion
  • Prior Value $135 Billion
  • Filing
  • Period Q3 2024
  • Filing Date November 04, 2024
  • Form Type 13F-HR
  • Activity in Q3 2024
  • New Purchases 0 stocks
  • Additional Purchases 118 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 18 stocks
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