Lynx Investment Advisory Portfolio Holdings

Lynx Investment Advisory

  • $147 Billion
  • Q4 2024

Lynx Investment Advisory has filed its 13F form on February 11, 2025 for Q4 2024 where it was disclosed a total value porftolio of $147 Billion distributed in 299 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 $9.43B, Ishares Core S&P Mid Cap ETF with a value of $7.53B, Apple Inc. with a value of $6.61B, Proshares S&P 500 Dividend Ari with a value of $5.3B, and Spdr Gold Trust with a value of $4.29B.

Examining the 13F form we can see an increase of $7.73B in the current position value, from $139B to 147B.

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 $147 Billion
ETFs: $87.8 Billion
Technology: $16 Billion
Financial Services: $16 Billion
Consumer Cyclical: $6.51 Billion
Communication Services: $6.13 Billion
Healthcare: $3.01 Billion
Energy: $1.9 Billion
Utilities: $1.67 Billion
Other: $2.23 Billion

Stock Holdings Table Companies Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$3.81T
$6.61 Billion 4.51% of portfolio
26,389
Q4 2024 Added 2.05%
$3.05T
$3.86 Billion 2.64% of portfolio
9,166
Q4 2024 Added 0.64%
$2.33T
$3.24 Billion 2.21% of portfolio
14,780
Q4 2024 Reduced 0.97%
$539B
$3 Billion 2.05% of portfolio
5,695
Q4 2024 Reduced 4.61%
$1.1T
$2.6 Billion 1.77% of portfolio
13,713
Q4 2024 Added 1.34%
$614B
$2.53 Billion 1.73% of portfolio
5,581
Q4 2024 Added 0.52%
-
$2.06 Billion 1.41% of portfolio
-
Q4 2024 Added 2.49%
$327B
$1.47 Billion 1.01% of portfolio
10,975
Q4 2024 Added 9.01%
$92.3B
$1.45 Billion 0.99% of portfolio
72,314
Q4 2024 New
$575B
$1.31 Billion 0.89% of portfolio
4,137
Q4 2024 Added 43.25%
$1.06T
$1.12 Billion 0.76% of portfolio
2,768
Q4 2024 Reduced 1.18%
$16.8B
$1.05 Billion 0.72% of portfolio
13,825
Q4 2024 Added 60.66%
$1.62T
$1.05 Billion 0.72% of portfolio
1,794
Q4 2024 Added 14.78%
$170B
$1 Billion 0.68% of portfolio
25,018
Q4 2024 Added 3.73%
$11.1B
$907 Million 0.62% of portfolio
25,056
Q4 2024 Reduced 0.14%
$143B
$827 Million 0.56% of portfolio
31,161
Q4 2024 Added 14.16%
$229B
$780 Million 0.53% of portfolio
3,549
Q4 2024 Added 2.45%
$303B
$728 Million 0.5% of portfolio
5,026
Q4 2024 Added 1.72%
$1.13T
$698 Million 0.48% of portfolio
3,666
Q4 2024 Added 5.86%
$808B
$634 Million 0.43% of portfolio
2,646
Q4 2024 Added 5.17%
$157B
$626 Million 0.43% of portfolio
10,385
Q4 2024 Added 0.48%
$8.68B
$618 Million 0.42% of portfolio
14,986
Q4 2024 Added 32.01%
$79B
$580 Million 0.4% of portfolio
3,007
Q4 2024 Added 0.07%
$11.9B
$554 Million 0.38% of portfolio
27,507
Q4 2024 Added 0.08%
$22.4B
$550 Million 0.38% of portfolio
23,380
Q4 2024 Added 0.1%
$23.9B
$543 Million 0.37% of portfolio
33,374
Q4 2024 Added 0.09%
$8.3B
$529 Million 0.36% of portfolio
9,746
Q4 2024 Added 0.4%
$19.4B
$492 Million 0.34% of portfolio
9,136
Q4 2024 Added 0.71%
$70.6B
$491 Million 0.34% of portfolio
10,270
Q4 2024 Added 0.09%
$7.12B
$488 Million 0.33% of portfolio
11,475
Q4 2024 Reduced 0.42%
$6.49B
$482 Million 0.33% of portfolio
7,721
Q4 2024 Added 4.58%
$5.09B
$470 Million 0.32% of portfolio
12,518
Q4 2024 Added 0.09%
$19.5B
$463 Million 0.32% of portfolio
5,396
Q4 2024 Reduced 2.33%
$457B
$455 Million 0.31% of portfolio
511
Q4 2024 Reduced 4.49%
$402B
$448 Million 0.31% of portfolio
2,675
Q4 2024 Reduced 12.15%
$15.7B
$446 Million 0.3% of portfolio
7,936
Q4 2024 Added 0.06%
$493B
$445 Million 0.3% of portfolio
880
Q3 2024 Added 7.19%
$22.9B
$421 Million 0.29% of portfolio
9,621
Q4 2024 Reduced 0.2%
$464B
$398 Million 0.27% of portfolio
2,387
Q4 2024 Added 26.1%
$16.4B
$374 Million 0.26% of portfolio
21,831
Q4 2024 Added 0.17%
$27.6B
$379 Million 0.26% of portfolio
2,313
Q4 2024 Reduced 0.52%
$186B
$370 Million 0.25% of portfolio
1,021
Q4 2024 Reduced 5.11%
$341B
$348 Million 0.24% of portfolio
1,959
Q4 2024 Added 14.49%
$281B
$345 Million 0.24% of portfolio
3,817
Q4 2024 Reduced 2.83%
$36.5B
$306 Million 0.21% of portfolio
30,920
Q4 2024 Added 0.24%
$231B
$304 Million 0.21% of portfolio
4,025
Q4 2024 New
$217B
$305 Million 0.21% of portfolio
3,065
Q4 2024 Added 4.64%
$405B
$302 Million 0.21% of portfolio
2,088
Q4 2024 Added 12.32%
$471B
$312 Million 0.21% of portfolio
341
Q3 2024 Added 10.71%

Summary

  • Portfolio
  • No. of Stocks 299
  • Current Value $147 Billion
  • Prior Value $139 Billion
  • Filing
  • Period Q4 2024
  • Filing Date February 11, 2025
  • Form Type 13F-HR
  • Activity in Q4 2024
  • New Purchases 10 stocks
  • Additional Purchases 93 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 37 stocks
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