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 Market Cap. of $10 Billions to $200 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

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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