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 Market Cap. of $50 Millions to $300 Millions

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

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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