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 ETFs Only

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$0
$306 Million 0.22% of portfolio
3,658
Q3 2024 Added 594.12%
$0
$305 Million 0.22% of portfolio
6,174
Q3 2024 Added 1.53%
$0
$303 Million 0.22% of portfolio
4,039
Q3 2024 Reduced 23.45%
$0
$297 Million 0.21% of portfolio
1,883
Q2 2024 New
$0
$296 Million 0.21% of portfolio
5,792
Q3 2024 Reduced 2.75%
$0
$297 Million 0.21% of portfolio
12,334
Q3 2024 Added 19.03%
$0
$288 Million 0.21% of portfolio
2,929
Q3 2024 Added 7.45%
$0
$267 Million 0.19% of portfolio
3,399
Q3 2024 Added 217.07%
$0
$265 Million 0.19% of portfolio
2,883
Q3 2024 Reduced 8.79%
$0
$266 Million 0.19% of portfolio
7,631
Q3 2024 Added 5.49%
$0
$263 Million 0.19% of portfolio
2,782
Q3 2024 Added 2.13%
$0
$266 Million 0.19% of portfolio
1,522
Q3 2024 Added 18.08%
$0
$263 Million 0.19% of portfolio
4,486
Q3 2024 Added 2.28%
$0
$269 Million 0.19% of portfolio
953
Q3 2024 Reduced 1.55%
$0
$244 Million 0.18% of portfolio
3,128
Q2 2024 New
$0
$254 Million 0.18% of portfolio
964
Q3 2024 Added 0.31%
$0
$237 Million 0.17% of portfolio
4,125
Q3 2024 Added 49.19%
$0
$236 Million 0.17% of portfolio
2,052
Q3 2024 Reduced 4.82%
$0
$231 Million 0.17% of portfolio
2,016
Q3 2024 Added 17.89%
$0
$230 Million 0.17% of portfolio
4,705
Q3 2024 Reduced 0.19%
$0
$227 Million 0.16% of portfolio
3,200
Q3 2024 Added 58.97%
$0
$200 Million 0.14% of portfolio
1,118
Q3 2024 Added 10.15%

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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